Ravenel Boykin Curry IV - Eagle Capital Management Portfolio

Period Date  Mar 31, 2025
Filing Date  Apr 15, 2025
Total Stocks  40
Portfolio Value  $225,931

Portfolio Overview

Comprehensive analysis of Ravenel Boykin Curry IV's investment portfolio

40
Total Holdings
$225.9K
Portfolio Value
Mar 31, 2025
Latest Filing
11.3%
Largest Position

Top Holdings

1
QQQ
INVESCO QQQ TR
$25.5K
11.3%
-0.1%
2
SCHD
SCHWAB STRATEGIC TR
$24.2K
10.7%
+0.0%
3
SPY
SPDR S&P 500 ETF TR
$21.5K
9.5%
-0.1%
4
AVGO
BROADCOM INC
$12.1K
5.4%
-0.0%
5
AAPL
APPLE INC
$11.8K
5.2%
-0.0%

Recent Activity

TSLA
Tesla, Inc.
-831
Jun 30, 2025
CAT
Caterpillar, Inc.
-939
Jun 30, 2025
GLD
SPDR Gold Trust
-1,872
Jun 30, 2025
Ravenel Boykin Curry IV - Eagle Capital Management Portfolio & Holdings (2024) | insiderset.com