Holdings
Causey Wealth LLC
As of Jun 30, 2026, Causey Wealth LLC reported 28 positions worth US$33.5M. Largest: Berkshire Hathaway Inc., Apple Inc and Exxon Mobil Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Berkshire Hathaway Inc. | 22,385 | US$11.2M | −13 | Jun 30, 2026 |
| Apple Inc | 13,149 | US$3.8M | +2 | Jun 30, 2026 |
| Exxon Mobil Corporation | 21,445 | US$2.93M | +111 | Jun 30, 2026 |
| Nvidia Corporation | 12,064 | US$2.41M | −2,070 | Jun 30, 2026 |
| Microsoft Corp. | 4,527 | US$1.69M | +5 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 4,566 | US$1.63M | −26 | Jun 30, 2026 |
| Amazon.com, Inc. | 4,555 | US$1.09M | no change | Jun 30, 2026 |
| International Business Machines Corporation | 2,893 | US$813K | no change | Jun 30, 2026 |
| Caterpillar, Inc. | 707 | US$753K | no change | Jun 30, 2026 |
| Broadcom Inc. | 1,662 | US$628K | no change | Jun 30, 2026 |