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 |
Eagle Capital Management Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q2 2025Jun 30, 2025 | TSLA Tesla, Inc. | Sell - Position Exit | -831-100.0% |
Q2 2025Jun 30, 2025 | CAT Caterpillar, Inc. | Sell - Position Exit | -939-100.0% |
Q2 2025Jun 30, 2025 | GLD SPDR Gold Trust | Sell - Position Exit | -1,872-100.0% |
Q2 2025Jun 30, 2025 | NVDA NVIDIA Corporation | Sell - Position Exit | -2,732-100.0% |
Q2 2025Jun 30, 2025 | XOM Exxon Mobil Corporation | Sell - Position Exit | -2,836-100.0% |
Q2 2025Jun 30, 2025 | DIA SPDR Dow Jones Industrial Avera | Sell - Position Exit | -2,915-100.0% |
Q2 2025Jun 30, 2025 | STIP iShares 0-5 Year TIPS Bond ETF | Sell - Position Exit | -3,812-100.0% |
Q2 2025Jun 30, 2025 | WMT Walmart Inc. | Sell - Position Exit | -3,867-100.0% |
Q2 2025Jun 30, 2025 | CSCO Cisco Systems, Inc. | Sell - Position Exit | -4,517-100.0% |
Q2 2025Jun 30, 2025 | AXP American Express Company | Sell - Position Exit | -6,552-100.0% |
Q2 2025Jun 30, 2025 | LMT Lockheed Martin Corporation | Sell - Position Exit | -11,035-100.0% |
Q2 2025Jun 30, 2025 | BRK-B Berkshire Hathaway Inc. New | Sell - Position Exit | -11,341-100.0% |
Q2 2025Jun 30, 2025 | INTU Intuit Inc. | Sell - Position Exit | -12,470-100.0% |
Q2 2025Jun 30, 2025 | XLE SPDR Select Sector Fund - Energ | Sell - Position Exit | -13,530-100.0% |
Q2 2025Jun 30, 2025 | UNH UnitedHealth Group Incorporated | Sell - Position Exit | -13,574-100.0% |
Q2 2025Jun 30, 2025 | AMAT Applied Materials, Inc. | Sell - Position Exit | -15,696-100.0% |
Q2 2025Jun 30, 2025 | HD Home Depot, Inc. (The) | Sell - Position Exit | -17,177-100.0% |
Q2 2025Jun 30, 2025 | ACN Accenture plc | Sell - Position Exit | -18,698-100.0% |
Q2 2025Jun 30, 2025 | PEP Pepsico, Inc. | Sell - Position Exit | -20,322-100.0% |
Q2 2025Jun 30, 2025 | V Visa Inc. | Sell - Position Exit | -21,301-100.0% |
Q2 2025Jun 30, 2025 | XLF SPDR Select Sector Fund - Finan | Sell - Position Exit | -21,834-100.0% |
Q2 2025Jun 30, 2025 | JPM JP Morgan Chase & Co. | Sell - Position Exit | -21,856-100.0% |
Q2 2025Jun 30, 2025 | MSFT Microsoft Corporation | Sell - Position Exit | -22,858-100.0% |
Q2 2025Jun 30, 2025 | FLRN SPDR Bloomberg Investment Grade | Sell - Position Exit | -24,278-100.0% |
Q2 2025Jun 30, 2025 | VXF Vanguard Extended Market ETF | Sell - Position Exit | -26,141-100.0% |
Q2 2025Jun 30, 2025 | FTNT Fortinet, Inc. | Sell - Position Exit | -26,285-100.0% |
Q2 2025Jun 30, 2025 | RSPH Invesco S&P 500 Equal Weight He | Sell - Position Exit | -28,376-100.0% |
Q2 2025Jun 30, 2025 | CVX Chevron Corporation | Sell - Position Exit | -34,340-100.0% |
Q2 2025Jun 30, 2025 | PRU Prudential Financial, Inc. | Sell - Position Exit | -35,698-100.0% |
Q2 2025Jun 30, 2025 | SPY SPDR S&P 500 | Sell - Position Exit | -38,411-100.0% |