Ravenel Boykin Curry IV - Eagle Capital Management 13F Activity & Position Changes (Q2 2022)

As of Jun 30, 2022, the Eagle Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 02, 2022. 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 Q2 2022, the filing 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
Q2 2022
AAPL
Apple Inc.
Sell
-374
Q2 2022
ACN
Accenture plc
Sell
-123
Q2 2022
AMAT
Applied Materials, Inc.
Sell
-10
Q2 2022
AMZN
Amazon.com, Inc.
Buy
+44,811
Q2 2022
AVGO
Broadcom Inc.
Sell
-101
Q2 2022
AWK
American Water Works Company, I
Sell
-93
Q2 2022
CVX
Chevron Corporation
Sell
-481
Q2 2022
DIA
SPDR Dow Jones Industrial Avera
Sell
-231
Q2 2022
FHLC
Fidelity MSCI Health Care Index
Sell
-1,208
Q2 2022
FLRN
SPDR Bloomberg Investment Grade
Sell
-457,545
Q2 2022
FLTR
VanEck ETF Trust VanEck IG Floa
Sell
-410,855
Q2 2022
GOOGL
Alphabet Inc.
Sell
-9
Q2 2022
HD
Home Depot, Inc. (The)
Sell
-27
Q2 2022
INTU
Intuit Inc.
Sell
-112
Q2 2022
IYF
iShares U.S. Financial ETF
Buy
+12
Q2 2022
JPM
JP Morgan Chase & Co.
Buy
+132
Q2 2022
LMT
Lockheed Martin Corporation
Sell
-101
Q2 2022
MSFT
Microsoft Corporation
Sell
-144
Q2 2022
NEE
NextEra Energy, Inc.
Sell
-645
Q2 2022
NVDA
NVIDIA Corporation
Sell
-183
Q2 2022
PRU
Prudential Financial, Inc.
Sell
-212
Q2 2022
QQQ
Invesco QQQ Trust, Series 1
Sell - Position Exit
-21,062
Q2 2022
RSPH
Invesco S&P 500 Equal Weight He
Buy
+10
Q2 2022
SCHB
Schwab U.S. Broad Market ETF
Sell
-254,171
Q2 2022
SCHD
Schwab US Dividend Equity ETF
Sell
-462
Q2 2022
SCHG
Schwab U.S. Large-Cap Growth ET
Sell
-9,484
Q2 2022
SCHX
Schwab U.S. Large-Cap ETF
Sell
-129
Q2 2022
SPY
SPDR S&P 500
Sell
-184
Q2 2022
STIP
iShares 0-5 Year TIPS Bond ETF
Sell
-52,475
Q2 2022
TSLA
Tesla, Inc.
Buy
+5
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