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