Ravenel Boykin Curry IV - Eagle Capital Management Portfolio

Name: Investment Portfolio Data
License: https://creativecommons.org/licenses/by/4.0/

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

Eagle Capital Management Activity

Date	Symbol	Name	Type	Quantity	Value	Remaining
Q2 2015Jun 30, 2015	GPC Genuine Parts Company	Genuine Parts Company	Sell - Position Exit	-33,395-100.0%	$0.00	-
Q2 2015Jun 30, 2015	LUV Southwest Airlines Company	Southwest Airlines Company	Sell - Position Exit	-72,886-100.0%	$0.00	-
Q2 2015Jun 30, 2015	SCHO Schwab Short-Term U.S. Treasury	Schwab Short-Term U.S. Treasury	Sell	-139,921-32.1%	$15.04K	296,494
Q1 2015Mar 31, 2015	NOBL ProShares S&P 500 Dividend Aris	ProShares S&P 500 Dividend Aris	Buy - Position Entry	+119,702	$6.01K	119,702
Q1 2015Mar 31, 2015	V Visa Inc.	Visa Inc.	Buy	+38,197+297.0%	$3.34K	51,059
Q1 2015Mar 31, 2015	DVY iShares Select Dividend ETF	iShares Select Dividend ETF	Buy	+18,873+29.0%	$6.54K	83,955
Q1 2015Mar 31, 2015	SPY SPDR S&P 500	SPDR S&P 500	Buy	+12,212+50.7%	$7.49K	36,305
Q1 2015Mar 31, 2015	KMI Kinder Morgan, Inc.	Kinder Morgan, Inc.	Buy	+2,056+4.9%	$1.83K	43,605
Q1 2015Mar 31, 2015	SCHB Schwab U.S. Broad Market ETF	Schwab U.S. Broad Market ETF	Buy	+902+8.5%	$581.00	11,508
Q1 2015Mar 31, 2015	CVX Chevron Corporation	Chevron Corporation	Buy	+204+1.1%	$1.96K	18,643
Q1 2015Mar 31, 2015	XLE SPDR Select Sector Fund - Energ	SPDR Select Sector Fund - Energ	Buy	+64+0.2%	$2.28K	29,430
Q1 2015Mar 31, 2015	BIIB Biogen Inc.	Biogen Inc.	Sell	-42-0.5%	$3.62K	8,564
Q1 2015Mar 31, 2015	TMO Thermo Fisher Scientific Inc	Thermo Fisher Scientific Inc	Sell	-185-0.8%	$3.12K	23,212
Q1 2015Mar 31, 2015	INTU Intuit Inc.	Intuit Inc.	Sell	-187-0.6%	$2.93K	30,195
Q1 2015Mar 31, 2015	ECL Ecolab Inc.	Ecolab Inc.	Sell	-202-0.8%	$3.03K	26,454
Q1 2015Mar 31, 2015	WBA Walgreens Boots Alliance, Inc.	Walgreens Boots Alliance, Inc.	Sell	-231-0.5%	$3.56K	42,069
Q1 2015Mar 31, 2015	KMB Kimberly-Clark Corporation	Kimberly-Clark Corporation	Sell	-245-0.9%	$2.84K	26,507
Q1 2015Mar 31, 2015	SBUX Starbucks Corporation	Starbucks Corporation	Sell	-255-0.7%	$3.69K	38,953
Q1 2015Mar 31, 2015	DIS Walt Disney Company (The)	Walt Disney Company (The)	Sell	-259-0.7%	$3.71K	35,374
Q1 2015Mar 31, 2015	NKE Nike, Inc.	Nike, Inc.	Sell	-260-0.7%	$3.62K	36,073
Q1 2015Mar 31, 2015	MMM 3M Company	3M Company	Sell	-264-1.2%	$3.48K	21,079
Q1 2015Mar 31, 2015	ACN Accenture plc	Accenture plc	Sell	-305-0.9%	$3.21K	34,251
Q1 2015Mar 31, 2015	UNH UnitedHealth Group Incorporated	UnitedHealth Group Incorporated	Sell	-341-0.9%	$4.37K	36,953
Q1 2015Mar 31, 2015	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell	-344-0.8%	$3.67K	44,682
Q1 2015Mar 31, 2015	HD Home Depot, Inc. (The)	Home Depot, Inc. (The)	Sell	-384-1.1%	$4.06K	35,749
Q1 2015Mar 31, 2015	UNP Union Pacific Corporation	Union Pacific Corporation	Sell	-426-1.4%	$3.24K	29,906
Q1 2015Mar 31, 2015	GILD Gilead Sciences, Inc.	Gilead Sciences, Inc.	Sell	-456-1.3%	$3.49K	35,562
Q1 2015Mar 31, 2015	TXN Texas Instruments Incorporated	Texas Instruments Incorporated	Sell	-468-0.7%	$3.57K	62,496
Q1 2015Mar 31, 2015	DIA SPDR Dow Jones Industrial Avera	SPDR Dow Jones Industrial Avera	Sell	-531-1.9%	$4.94K	27,814
Q1 2015Mar 31, 2015	SRE DBA Sempra	DBA Sempra	Sell	-642-2.1%	$3.26K	29,916

Page 49 of 59 • 1753 total trades

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