Long-term investor
Causey Wealth LLC @causeywealthllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002132639).
Record
- Tracked since 2025-03-31 (635 days), 163 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +915.2% · all +1.5%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 92206C870 · 7.3% · long · since 2025-06-30
- 921946406 · 6.5% · long · since 2025-06-30
- 46641Q837 · 6.5% · long · since 2025-06-30
- 25434V732 · 5.2% · long · since 2025-06-30
- 46434V266 · 4.6% · long · since 2025-06-30
- 92206C102 · 4.4% · long · since 2025-06-30
- 922908363 · 4.3% · long · since 2025-06-30
- 46435G326 · 3.9% · long · since 2025-06-30
- 46434V647 · 3.5% · long · since 2025-06-30
- 464287705 · 3.3% · long · since 2025-06-30
- 46434G103 · 3.3% · long · since 2025-06-30
- 084670108 · 2.9% · long · since 2025-06-30