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 | — | 10.0 | $7.5M | 49.35% | NEW | — | $754800.00 | — |
| 2 | — | BERKSHIRE HATHAWAY INC DEL | — | 6,732.0 | $3.4M | 22.12% | NEW | — | $502.65 | — |
| 3 | AAPL | APPLE INC | Technology | 10,630.0 | $2.9M | 18.89% | NEW | — | $271.87 | +22.6% |
| 4 | AMZN | AMAZON COM INC | Consumer Cyclical | 3,796.0 | $876K | 5.73% | NEW | — | $230.82 | +8.3% |
| 5 | AMGN | AMGEN INC | Healthcare | 1,181.0 | $387K | 2.53% | NEW | — | $327.40 | +13.5% |
| 6 | AMAT | APPLIED MATLS INC | Technology | 822.0 | $211K | 1.38% | NEW | — | $256.84 | +118.4% |
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
71.1%
Consumer Cyclical
20.1%
Healthcare
8.9%