Portfolio (Quarterly)
Guide ↗
Causey Wealth LLC
· CIK 0002132639| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | — | BERKSHIRE HATHAWAY INC DEL | — | 7,412.0 | $3.6M | 1.51% | +680.0 | +10.1% | $479.20 | — |
| 2 | AAPL | APPLE INC | Technology | 13,147.0 | $3.3M | 1.42% | +3K | +23.7% | $253.79 | +22.5% |
| 3 | AMZN | AMAZON COM INC | Consumer Cyclical | 4,555.0 | $949K | 0.40% | +759.0 | +20.0% | $208.27 | +30.5% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
44.0%
Energy
17.2%
Healthcare
10.4%
Communication Services
9.6%
Financial Services
9.1%
Consumer Cyclical
6.3%
Industrials
2.4%
Consumer Defensive
1.1%