Causey Wealth LLC
· CIK 0002132639
6 New
| # | Ticker | Company | Sector | Shares | Value | % Port | Chg Shares | Chg % |
|---|---|---|---|---|---|---|---|---|
| 1 | BRK/A | BERKSHIRE HATHAWAY INC DEL | — | 10 | $7.5M | 49.35% | NEW | — |
| 2 | VNQ | BERKSHIRE HATHAWAY INC DEL | — | 6,732 | $3.4M | 22.12% | NEW | — |
| 3 | AAPL | APPLE INC | Technology | 10,630 | $2.9M | 18.89% | NEW | — |
| 4 | AMZN | AMAZON COM INC | Consumer Cyclical | 3,796 | $876K | 5.73% | NEW | — |
| 5 | AMGN | AMGEN INC | Healthcare | 1,181 | $387K | 2.53% | NEW | — |
| 6 | MDY | APPLIED MATLS INC | Financial Services | 822 | $211K | 1.38% | NEW | — |
Sector Allocation
Technology
66.2%
Consumer Cyclical
20.1%
Healthcare
8.9%
Financial Services
4.8%