Ravenel Boykin Curry IV - Eagle Capital Management 13F Activity & Position Changes (Q1 2025)

As of Mar 31, 2025, the Eagle Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Apr 15, 2025. 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 2025, the filing reported:

New Buys - American Express Company, NVIDIA Corporation

Increases - Caterpillar, Inc., SPDR Bloomberg Investment Grade, Fortinet, Inc., Lockheed Martin Corporation, Prudential Financial, Inc., and 10 more

Reductions - Apple Inc., Accenture plc, Applied Materials, Inc., Amazon.com, Inc., Broadcom Inc., and 14 more

Complete Exits - Bunge Global, SPDR SSGA US Large Cap Low Vola

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 2025	AAPL Apple Inc.	Apple Inc.	Sell	-1,128	-2.1%	$11.76K	52,957
Q1 2025	ACN Accenture plc	Accenture plc	Sell	-75	-0.4%	$5.83K	18,698
Q1 2025	AMAT Applied Materials, Inc.	Applied Materials, Inc.	Sell	-308	-1.9%	$2.28K	15,696
Q1 2025	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell	-554	-1.2%	$8.35K	43,883
Q1 2025	AVGO Broadcom Inc.	Broadcom Inc.	Sell	-3,067	-4.1%	$12.13K	72,451
Q1 2025	AXP American Express Company	American Express Company	Buy - Position Entry	+6,552	-	$1.76K	6,552
Q1 2025	BG Bunge Global	Bunge Global	Sell - Position Exit	-2,600	-100.0%	$0.00	-
Q1 2025	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-55	-0.5%	$6.04K	11,341
Q1 2025	CAT Caterpillar, Inc.	Caterpillar, Inc.	Buy	+300	+46.9%	$310.00	939
Q1 2025	CVX Chevron Corporation	Chevron Corporation	Sell	-260	-0.8%	$5.75K	34,340
Q1 2025	FHLC Fidelity MSCI Health Care Index	Fidelity MSCI Health Care Index	Sell	-761	-0.4%	$11.58K	169,482
Q1 2025	FLRN SPDR Bloomberg Investment Grade	SPDR Bloomberg Investment Grade	Buy	+168	+0.7%	$748.00	24,278
Q1 2025	FTNT Fortinet, Inc.	Fortinet, Inc.	Buy	+109	+0.4%	$2.53K	26,285
Q1 2025	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-335	-0.7%	$7.70K	49,797
Q1 2025	HD Home Depot, Inc. (The)	Home Depot, Inc. (The)	Sell	-94	-0.5%	$6.29K	17,177
Q1 2025	INTU Intuit Inc.	Intuit Inc.	Sell	-19	-0.2%	$7.66K	12,470
Q1 2025	JPM JP Morgan Chase & Co.	JP Morgan Chase & Co.	Sell	-93	-0.4%	$5.36K	21,856
Q1 2025	LGLV SPDR SSGA US Large Cap Low Vola	SPDR SSGA US Large Cap Low Vola	Sell - Position Exit	-5,367	-100.0%	$0.00	-
Q1 2025	LMT Lockheed Martin Corporation	Lockheed Martin Corporation	Buy	+208	+1.9%	$4.93K	11,035
Q1 2025	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-239	-1.0%	$8.58K	22,858
Q1 2025	NVDA NVIDIA Corporation	NVIDIA Corporation	Buy - Position Entry	+2,732	-	$296.00	2,732
Q1 2025	PEP Pepsico, Inc.	Pepsico, Inc.	Sell	-155	-0.8%	$3.05K	20,322
Q1 2025	PFE Pfizer, Inc.	Pfizer, Inc.	Sell	-680	-0.5%	$3.17K	125,144
Q1 2025	PRU Prudential Financial, Inc.	Prudential Financial, Inc.	Buy	+131	+0.4%	$3.99K	35,698
Q1 2025	QQQ Invesco QQQ Trust, Series 1	Invesco QQQ Trust, Series 1	Sell	-6,287	-10.4%	$25.51K	54,399
Q1 2025	RSPH Invesco S&P 500 Equal Weight He	Invesco S&P 500 Equal Weight He	Buy	+909	+3.3%	$844.00	28,376
Q1 2025	SCHD Schwab US Dividend Equity ETF	Schwab US Dividend Equity ETF	Buy	+2,234	+0.3%	$24.17K	864,599
Q1 2025	SCHG Schwab U.S. Large-Cap Growth ET	Schwab U.S. Large-Cap Growth ET	Buy	+4,006	+2.1%	$4.95K	197,819
Q1 2025	SCHX Schwab U.S. Large-Cap ETF	Schwab U.S. Large-Cap ETF	Buy	+1,280	+0.7%	$4.11K	186,329
Q1 2025	SPY SPDR S&P 500	SPDR S&P 500	Sell	-6,742	-14.9%	$21.49K	38,411

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