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

DateSymbolTypeQuantity
Q3 2022Sep 30, 2022
AWK
American Water Works Company, I
Sell
-55-0.2%
Q3 2022Sep 30, 2022
MSFT
Microsoft Corporation
Sell
-77-0.3%
Q3 2022Sep 30, 2022
IYF
iShares U.S. Financial ETF
Sell
-114-1.0%
Q3 2022Sep 30, 2022
NVDA
NVIDIA Corporation
Sell
-166-0.5%
Q3 2022Sep 30, 2022
UNH
UnitedHealth Group Incorporated
Sell
-190-1.2%
Q3 2022Sep 30, 2022
SCHX
Schwab U.S. Large-Cap ETF
Sell
-262-0.7%
Q3 2022Sep 30, 2022
AAPL
Apple Inc.
Sell
-347-0.6%
Q3 2022Sep 30, 2022
SCHB
Schwab U.S. Broad Market ETF
Sell
-475-2.6%
Q3 2022Sep 30, 2022
JPM
JP Morgan Chase & Co.
Sell - Position Exit
-27,074-100.0%
Q3 2022Sep 30, 2022
STIP
iShares 0-5 Year TIPS Bond ETF
Sell
-29,743-18.2%
Q3 2022Sep 30, 2022
FLTR
VanEck ETF Trust VanEck IG Floa
Sell
-79,417-55.2%
Q3 2022Sep 30, 2022
FLRN
SPDR Bloomberg Investment Grade
Sell
-82,049-25.2%
Q2 2022Jun 30, 2022
AMZN
Amazon.com, Inc.
Buy
+44,811+1904.4%
Q2 2022Jun 30, 2022
JPM
JP Morgan Chase & Co.
Buy
+132+0.5%
Q2 2022Jun 30, 2022
IYF
iShares U.S. Financial ETF
Buy
+12+0.1%
Q2 2022Jun 30, 2022
RSPH
Invesco S&P 500 Equal Weight He
Buy
+10+0.3%
Q2 2022Jun 30, 2022
TSLA
Tesla, Inc.
Buy
+5+1.5%
Q2 2022Jun 30, 2022
USMV
iShares MSCI USA Min Vol Factor
Buy
+1+0.0%
Q2 2022Jun 30, 2022
GOOGL
Alphabet Inc.
Sell
-9-0.3%
Q2 2022Jun 30, 2022
AMAT
Applied Materials, Inc.
Sell
-10-0.0%
Q2 2022Jun 30, 2022
HD
Home Depot, Inc. (The)
Sell
-27-0.1%
Q2 2022Jun 30, 2022
UNH
UnitedHealth Group Incorporated
Sell
-66-0.4%
Q2 2022Jun 30, 2022
AWK
American Water Works Company, I
Sell
-93-0.3%
Q2 2022Jun 30, 2022
LMT
Lockheed Martin Corporation
Sell
-101-0.9%
Q2 2022Jun 30, 2022
AVGO
Broadcom Inc.
Sell
-101-0.9%
Q2 2022Jun 30, 2022
INTU
Intuit Inc.
Sell
-112-0.8%
Q2 2022Jun 30, 2022
ACN
Accenture plc
Sell
-123-0.6%
Q2 2022Jun 30, 2022
SCHX
Schwab U.S. Large-Cap ETF
Sell
-129-0.3%
Q2 2022Jun 30, 2022
V
Visa Inc.
Sell
-134-0.5%
Q2 2022Jun 30, 2022
MSFT
Microsoft Corporation
Sell
-144-0.6%
Page 14 of 591753 total trades