Ravenel Boykin Curry IV - Eagle Capital Management 13F Activity & Position Changes (Q1 2023)

As of Mar 31, 2023, the Eagle Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Apr 13, 2023. 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 2023, the filing reported:

New Buys - SPDR SSGA US Large Cap Low Vola, SPDR Select Sector Fund - Finan

Increases - Applied Materials, Inc., Invesco QQQ Trust, Series 1, Schwab US Dividend Equity ETF, Schwab U.S. Large-Cap Growth ET, Schwab U.S. Large-Cap ETF, and 1 more

Reductions - Apple Inc., Accenture plc, Amazon.com, Inc., Broadcom Inc., American Water Works Company, I, and 15 more

Complete Exits - iShares U.S. Financial ETF, Truist Financial Corporation, iShares MSCI USA Min Vol Factor

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2023	AAPL Apple Inc.	Apple Inc.	Sell	-996	-1.7%	$9.63K	58,413
Q1 2023	ACN Accenture plc	Accenture plc	Sell	-313	-1.6%	$5.57K	19,504
Q1 2023	AMAT Applied Materials, Inc.	Applied Materials, Inc.	Buy	+248	+1.7%	$1.86K	15,149
Q1 2023	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell	-312	-0.7%	$4.81K	46,602
Q1 2023	AVGO Broadcom Inc.	Broadcom Inc.	Sell	-176	-1.7%	$6.67K	10,401
Q1 2023	AWK American Water Works Company, I	American Water Works Company, I	Sell	-733	-2.1%	$5.07K	34,618
Q1 2023	CVX Chevron Corporation	Chevron Corporation	Sell	-373	-1.1%	$5.67K	34,757
Q1 2023	DIA SPDR Dow Jones Industrial Avera	SPDR Dow Jones Industrial Avera	Sell	-30,141	-90.9%	$1.00K	3,017
Q1 2023	FHLC Fidelity MSCI Health Care Index	Fidelity MSCI Health Care Index	Sell	-2,445	-1.4%	$10.63K	172,883
Q1 2023	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-414	-0.8%	$5.47K	52,756
Q1 2023	HD Home Depot, Inc. (The)	Home Depot, Inc. (The)	Sell	-411	-2.2%	$5.29K	17,915
Q1 2023	INTU Intuit Inc.	Intuit Inc.	Sell	-92	-0.7%	$5.97K	13,385
Q1 2023	IYF iShares U.S. Financial ETF	iShares U.S. Financial ETF	Sell - Position Exit	-11,784	-100.0%	$0.00	-
Q1 2023	LGLV SPDR SSGA US Large Cap Low Vola	SPDR SSGA US Large Cap Low Vola	Buy - Position Entry	+5,373	-	$735.00	5,373
Q1 2023	LMT Lockheed Martin Corporation	Lockheed Martin Corporation	Sell	-157	-1.4%	$5.21K	11,030
Q1 2023	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-312	-1.2%	$7.33K	25,417
Q1 2023	NEE NextEra Energy, Inc.	NextEra Energy, Inc.	Sell	-289	-0.6%	$3.93K	50,987
Q1 2023	PRU Prudential Financial, Inc.	Prudential Financial, Inc.	Sell	-156	-0.4%	$2.97K	35,949
Q1 2023	QQQ Invesco QQQ Trust, Series 1	Invesco QQQ Trust, Series 1	Buy	+227	+1.4%	$5.32K	16,573
Q1 2023	RSPH Invesco S&P 500 Equal Weight He	Invesco S&P 500 Equal Weight He	Sell	-108	-3.5%	$876.00	3,002
Q1 2023	SCHB Schwab U.S. Broad Market ETF	Schwab U.S. Broad Market ETF	Sell	-433	-2.4%	$838.00	17,521
Q1 2023	SCHD Schwab US Dividend Equity ETF	Schwab US Dividend Equity ETF	Buy	+218,986	+436.1%	$19.70K	269,199
Q1 2023	SCHG Schwab U.S. Large-Cap Growth ET	Schwab U.S. Large-Cap Growth ET	Buy	+22	+0.1%	$1.56K	23,956
Q1 2023	SCHX Schwab U.S. Large-Cap ETF	Schwab U.S. Large-Cap ETF	Buy	+2,780	+7.3%	$1.97K	40,815
Q1 2023	SPY SPDR S&P 500	SPDR S&P 500	Buy	+16,892	+61.2%	$18.22K	44,498
Q1 2023	TFC Truist Financial Corporation	Truist Financial Corporation	Sell - Position Exit	-4,798	-100.0%	$0.00	-
Q1 2023	UNH UnitedHealth Group Incorporated	UnitedHealth Group Incorporated	Sell	-445	-3.0%	$6.81K	14,408
Q1 2023	USMV iShares MSCI USA Min Vol Factor	iShares MSCI USA Min Vol Factor	Sell - Position Exit	-10,215	-100.0%	$0.00	-
Q1 2023	V Visa Inc.	Visa Inc.	Sell	-553	-2.0%	$6.16K	27,317
Q1 2023	XLE SPDR Select Sector Fund - Energ	SPDR Select Sector Fund - Energ	Sell	-457	-2.9%	$1.29K	15,540

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