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
Q4 2014Dec 31, 2014	SCHD Schwab US Dividend Equity ETF	Schwab US Dividend Equity ETF	Buy	+1,760+4.0%	$1.80K	45,239
Q4 2014Dec 31, 2014	SCHG Schwab U.S. Large-Cap Growth ET	Schwab U.S. Large-Cap Growth ET	Buy	+1,120+3.4%	$1.78K	34,306
Q4 2014Dec 31, 2014	TXN Texas Instruments Incorporated	Texas Instruments Incorporated	Buy	+980+1.6%	$3.37K	62,964
Q4 2014Dec 31, 2014	XLE SPDR Select Sector Fund - Energ	SPDR Select Sector Fund - Energ	Buy	+860+3.0%	$2.33K	29,366
Q4 2014Dec 31, 2014	MSFT Microsoft Corporation	Microsoft Corporation	Buy	+777+1.0%	$3.53K	75,910
Q4 2014Dec 31, 2014	VZ Verizon Communications Inc.	Verizon Communications Inc.	Buy	+771+1.2%	$2.97K	63,454
Q4 2014Dec 31, 2014	DVY iShares Select Dividend ETF	iShares Select Dividend ETF	Buy	+559+0.9%	$5.17K	65,082
Q4 2014Dec 31, 2014	DIS Walt Disney Company (The)	Walt Disney Company (The)	Buy	+472+1.3%	$3.36K	35,633
Q4 2014Dec 31, 2014	NKE Nike, Inc.	Nike, Inc.	Buy	+398+1.1%	$3.49K	36,333
Q4 2014Dec 31, 2014	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy	+382+0.9%	$3.51K	45,026
Q4 2014Dec 31, 2014	ACN Accenture plc	Accenture plc	Buy	+352+1.0%	$3.09K	34,556
Q4 2014Dec 31, 2014	UNH UnitedHealth Group Incorporated	UnitedHealth Group Incorporated	Buy	+336+0.9%	$3.77K	37,294
Q4 2014Dec 31, 2014	ECL Ecolab Inc.	Ecolab Inc.	Buy	+323+1.2%	$2.79K	26,656
Q4 2014Dec 31, 2014	KMB Kimberly-Clark Corporation	Kimberly-Clark Corporation	Buy	+292+1.1%	$3.09K	26,752
Q4 2014Dec 31, 2014	HD Home Depot, Inc. (The)	Home Depot, Inc. (The)	Buy	+290+0.8%	$3.79K	36,133
Q4 2014Dec 31, 2014	GPC Genuine Parts Company	Genuine Parts Company	Buy	+285+0.8%	$3.64K	34,158
Q4 2014Dec 31, 2014	QCOM QUALCOMM Incorporated	QUALCOMM Incorporated	Buy	+276+0.7%	$2.76K	37,086
Q4 2014Dec 31, 2014	INTU Intuit Inc.	Intuit Inc.	Buy	+275+0.9%	$2.80K	30,382
Q4 2014Dec 31, 2014	TMO Thermo Fisher Scientific Inc	Thermo Fisher Scientific Inc	Buy	+271+1.2%	$2.93K	23,397
Q4 2014Dec 31, 2014	SRE DBA Sempra	DBA Sempra	Buy	+244+0.8%	$3.40K	30,558
Q4 2014Dec 31, 2014	SBUX Starbucks Corporation	Starbucks Corporation	Buy	+241+0.6%	$3.22K	39,208
Q4 2014Dec 31, 2014	UNP Union Pacific Corporation	Union Pacific Corporation	Buy	+240+0.8%	$3.61K	30,332
Q4 2014Dec 31, 2014	GILD Gilead Sciences, Inc.	Gilead Sciences, Inc.	Buy	+229+0.6%	$3.40K	36,018
Q4 2014Dec 31, 2014	MMM 3M Company	3M Company	Buy	+215+1.0%	$3.51K	21,343
Q4 2014Dec 31, 2014	V Visa Inc.	Visa Inc.	Buy	+140+1.1%	$3.37K	12,862
Q4 2014Dec 31, 2014	BIIB Biogen Inc.	Biogen Inc.	Buy	+52+0.6%	$2.92K	8,606
Q4 2014Dec 31, 2014	DIA SPDR Dow Jones Industrial Avera	SPDR Dow Jones Industrial Avera	Sell	-32-0.1%	$5.04K	28,345
Q4 2014Dec 31, 2014	SPY SPDR S&P 500	SPDR S&P 500	Sell	-104-0.4%	$4.95K	24,093
Q4 2014Dec 31, 2014	SCHA Schwab U.S. Small-Cap ETF	Schwab U.S. Small-Cap ETF	Sell - Position Exit	-10,175-100.0%	$0.00	-
Q4 2014Dec 31, 2014	MAN ManpowerGroup	ManpowerGroup	Sell - Position Exit	-18,276-100.0%	$0.00	-

Page 51 of 59 • 1753 total trades

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