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
$0.0B
Portfolio Value
Other
Top Sector
9
Sectors
Investment Strategy Insights
- • Ravenel Boykin Curry IV maintains a diversified portfolio across 9 sectors
- • Top 5 holdings represent 42.1% of the portfolio
- • Largest position: INVESCO QQQ TR (QQQ) at 11.3%
Trends by sector
Investment Adjustments from Previous Filing
Eagle Capital Management Holdings
| Symbol | Portfolio % | Total Value |
|---|---|---|
| QQQ INVESCO QQQ TR | 11.29% | $25,509 |
| SCHD SCHWAB STRATEGIC TR | 10.70% | $24,174 |
| SPY SPDR S&P 500 ETF TR | 9.51% | $21,487 |
| AVGO BROADCOM INC | 5.37% | $12,130 |
| AAPL APPLE INC | 5.21% | $11,763 |
| FHLC FIDELITY COVINGTON TRUST | 5.13% | $11,579 |
| MSFT MICROSOFT CORP | 3.80% | $8,581 |
| AMZN AMAZON COM INC | 3.70% | $8,349 |
| GOOGL ALPHABET INC | 3.41% | $7,701 |
| INTU INTUIT | 3.39% | $7,656 |
| V VISA INC | 3.30% | $7,465 |
| UNH UNITEDHEALTH GROUP INC | 3.15% | $7,109 |
| HD HOME DEPOT INC | 2.79% | $6,295 |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 2.67% | $6,040 |
| ACN ACCENTURE PLC IRELAND | 2.58% | $5,835 |
| CVX CHEVRON CORP NEW | 2.54% | $5,745 |
| JPM JPMORGAN CHASE & CO | 2.37% | $5,361 |
| SCHG SCHWAB STRATEGIC TR | 2.19% | $4,953 |
| LMT LOCKHEED MARTIN CORP | 2.18% | $4,929 |
| VXF VANGUARD INDEX FDS | 1.99% | $4,503 |
| SCHX SCHWAB STRATEGIC TR | 1.82% | $4,114 |
| PRU PRUDENTIAL FINL INC | 1.76% | $3,987 |
| PFE PFIZER INC | 1.40% | $3,171 |
| PEP PEPSICO INC | 1.35% | $3,047 |
| FTNT FORTINET INC | 1.12% | $2,530 |
| AMAT APPLIED MATLS INC | 1.01% | $2,278 |
| AXP AMERICAN EXPRESS CO | 0.78% | $1,763 |
| XLE SELECT SECTOR SPDR TR | 0.56% | $1,264 |
| DIA SPDR DOW JONES INDL AVERAGE | 0.54% | $1,224 |
| XLF SELECT SECTOR SPDR TR | 0.48% | $1,088 |
| RSPH INVESCO EXCHANGE TRADED FD T | 0.37% | $844 |
| FLRN SPDR SER TR | 0.33% | $748 |
| GLD SPDR GOLD TR | 0.24% | $539 |
| STIP ISHARES TR | 0.17% | $394 |
| WMT WALMART INC | 0.15% | $339 |
| XOM EXXON MOBIL CORP | 0.15% | $337 |
| CAT CATERPILLAR INC | 0.14% | $310 |
| NVDA NVIDIA CORPORATION | 0.13% | $296 |
| CSCO CISCO SYS INC | 0.12% | $279 |
| TSLA TESLA INC | 0.10% | $215 |