Ravenel Boykin Curry IV - Eagle Capital Management 13F Activity & Position Changes (Q1 2021)
As of Mar 31, 2021, the Eagle Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Apr 23, 2021. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q1 2021, the filing reported:
New Buys - Vanguard Short-Term Bond ETF, Chevron Corporation, VanEck ETF Trust VanEck IG Floa, JP Morgan Chase & Co., iShares MSCI USA Momentum Facto, and 3 more
Increases - Accenture plc, Broadcom Inc., American Water Works Company, I, Cummins Inc., SPDR Dow Jones Industrial Avera, and 18 more
Reductions - Apple Inc., Amazon.com, Inc., SPDR Bloomberg Investment Grade, Alphabet Inc., Intuit Inc., and 4 more
Complete Exits - None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q1 2021
|
AAPL
Apple Inc.
|
Sell |
-7,491
|
|
Q1 2021
|
ACN
Accenture plc
|
Buy |
+33
|
|
Q1 2021
|
AMZN
Amazon.com, Inc.
|
Sell |
-140
|
|
Q1 2021
|
AVGO
Broadcom Inc.
|
Buy |
+116
|
|
Q1 2021
|
AWK
American Water Works Company, I
|
Buy |
+163
|
|
Q1 2021
|
BSV
Vanguard Short-Term Bond ETF
|
Buy - Position Entry |
+134,352
|
|
Q1 2021
|
CMI
Cummins Inc.
|
Buy |
+273
|
|
Q1 2021
|
CVX
Chevron Corporation
|
Buy - Position Entry |
+33,433
|
|
Q1 2021
|
DIA
SPDR Dow Jones Industrial Avera
|
Buy |
+1,818
|
|
Q1 2021
|
ECL
Ecolab Inc.
|
Buy |
+474
|
|
Q1 2021
|
FHLC
Fidelity MSCI Health Care Index
|
Buy |
+1,942
|
|
Q1 2021
|
FLRN
SPDR Bloomberg Investment Grade
|
Sell |
-3,409
|
|
Q1 2021
|
FLTR
VanEck ETF Trust VanEck IG Floa
|
Buy - Position Entry |
+246,437
|
|
Q1 2021
|
GOOGL
Alphabet Inc.
|
Sell |
-44
|
|
Q1 2021
|
HD
Home Depot, Inc. (The)
|
Buy |
+165
|
|
Q1 2021
|
INTU
Intuit Inc.
|
Sell |
-759
|
|
Q1 2021
|
IYF
iShares U.S. Financial ETF
|
Buy |
+726
|
|
Q1 2021
|
JPM
JP Morgan Chase & Co.
|
Buy - Position Entry |
+24,770
|
|
Q1 2021
|
LMT
Lockheed Martin Corporation
|
Buy |
+410
|
|
Q1 2021
|
MINT
PIMCO Enhanced Short Maturity A
|
Buy |
+7,819
|
|
Q1 2021
|
MSFT
Microsoft Corporation
|
Sell |
-2,154
|
|
Q1 2021
|
MTUM
iShares MSCI USA Momentum Facto
|
Buy - Position Entry |
+4,209
|
|
Q1 2021
|
NEE
NextEra Energy, Inc.
|
Buy |
+907
|
|
Q1 2021
|
NVDA
NVIDIA Corporation
|
Buy |
+91
|
|
Q1 2021
|
PYPL
PayPal Holdings, Inc.
|
Buy |
+424
|
|
Q1 2021
|
QQQ
Invesco QQQ Trust, Series 1
|
Sell |
-6,174
|
|
Q1 2021
|
RSPH
Invesco S&P 500 Equal Weight He
|
Buy |
+212
|
|
Q1 2021
|
SCHB
Schwab U.S. Broad Market ETF
|
Sell |
-2,588
|
|
Q1 2021
|
SCHD
Schwab US Dividend Equity ETF
|
Buy |
+3,148
|
|
Q1 2021
|
SCHG
Schwab U.S. Large-Cap Growth ET
|
Buy |
+1,135
|
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