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 2017Jun 30, 2017	SCHD Schwab US Dividend Equity ETF	Schwab US Dividend Equity ETF	Buy	+603+1.4%	$2.01K	44,494
Q2 2017Jun 30, 2017	SPY SPDR S&P 500	SPDR S&P 500	Buy	+577+1.0%	$14.70K	60,774
Q2 2017Jun 30, 2017	XLE SPDR Select Sector Fund - Energ	SPDR Select Sector Fund - Energ	Buy	+14+0.0%	$5.80K	89,388
Q2 2017Jun 30, 2017	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy	+13+0.4%	$3.39K	3,499
Q2 2017Jun 30, 2017	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-36-1.1%	$2.91K	3,127
Q2 2017Jun 30, 2017	SOXX iShares Semiconductor ETF	iShares Semiconductor ETF	Sell	-74-0.1%	$7.45K	53,170
Q2 2017Jun 30, 2017	UNH UnitedHealth Group Incorporated	UnitedHealth Group Incorporated	Sell	-203-1.2%	$3.12K	16,818
Q2 2017Jun 30, 2017	HON Honeywell International Inc.	Honeywell International Inc.	Sell	-209-1.0%	$2.84K	21,298
Q2 2017Jun 30, 2017	DIA SPDR Dow Jones Industrial Avera	SPDR Dow Jones Industrial Avera	Sell	-214-0.3%	$14.60K	68,486
Q2 2017Jun 30, 2017	C Citigroup, Inc.	Citigroup, Inc.	Sell	-229-0.5%	$3.13K	46,861
Q2 2017Jun 30, 2017	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell	-233-1.0%	$3.45K	22,856
Q2 2017Jun 30, 2017	CVX Chevron Corporation	Chevron Corporation	Sell	-235-1.0%	$2.54K	24,323
Q2 2017Jun 30, 2017	AAPL Apple Inc.	Apple Inc.	Sell	-248-1.0%	$3.64K	25,274
Q2 2017Jun 30, 2017	INTU Intuit Inc.	Intuit Inc.	Sell	-279-1.2%	$3.06K	23,042
Q2 2017Jun 30, 2017	ACN Accenture plc	Accenture plc	Sell	-283-1.2%	$2.83K	22,895
Q2 2017Jun 30, 2017	AMGN Amgen Inc.	Amgen Inc.	Sell	-286-1.6%	$2.95K	17,141
Q2 2017Jun 30, 2017	HD Home Depot, Inc. (The)	Home Depot, Inc. (The)	Sell	-290-1.4%	$3.09K	20,163
Q2 2017Jun 30, 2017	DIS Walt Disney Company (The)	Walt Disney Company (The)	Sell	-316-1.3%	$2.65K	24,914
Q2 2017Jun 30, 2017	KHC The Kraft Heinz Company	The Kraft Heinz Company	Sell	-367-1.2%	$2.60K	30,349
Q2 2017Jun 30, 2017	ECL Ecolab Inc.	Ecolab Inc.	Sell	-381-1.7%	$2.96K	22,284
Q2 2017Jun 30, 2017	JPM JP Morgan Chase & Co.	JP Morgan Chase & Co.	Sell	-386-1.2%	$2.90K	31,683
Q2 2017Jun 30, 2017	V Visa Inc.	Visa Inc.	Sell	-399-1.2%	$3.06K	32,590
Q2 2017Jun 30, 2017	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-475-1.1%	$3.00K	43,530
Q2 2017Jun 30, 2017	ABBV AbbVie Inc.	AbbVie Inc.	Sell	-525-1.2%	$3.09K	42,667
Q2 2017Jun 30, 2017	BAC Bank of America Corporation	Bank of America Corporation	Sell	-601-0.5%	$2.88K	118,607
Q2 2017Jun 30, 2017	T AT&T Inc.	AT&T Inc.	Sell	-660-1.0%	$2.43K	64,292
Q2 2017Jun 30, 2017	AWK American Water Works Company, I	American Water Works Company, I	Sell	-681-1.8%	$2.88K	36,913
Q2 2017Jun 30, 2017	WBA Walgreens Boots Alliance, Inc.	Walgreens Boots Alliance, Inc.	Sell	-836-2.6%	$2.46K	31,397
Q2 2017Jun 30, 2017	PFE Pfizer, Inc.	Pfizer, Inc.	Sell	-1,065-1.2%	$2.83K	84,265
Q2 2017Jun 30, 2017	SLB Schlumberger N.V.	Schlumberger N.V.	Sell	-3,156-10.1%	$1.85K	28,095

Page 39 of 59 • 1753 total trades

«‹

37 38 39 40 41

›»