Causey Wealth LLC

Q1 2025 13F-HR Holdings

Location
Greenwood Village, CO
Holdings as of
3/31/2025
Date filed
5/19/2026
Form type
13F-HR
Num holdings
64
Total value ($000)
$178,845
Net value change ($000)
+7,237 (4.2%)
New positions
4
Sold out positions
8
Turnover %
6.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/19/2026 Next filing: 5/19/2026 SEC filing

Snapshot: Change Analysis

Compared to Q4 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BRK-B 7,984 NEW
EDV 4,170 73.3%
VCIT 3,803 58.6%
VOO 3,192 137.1%
JPST 1,245 34.8%
JMST 697 NEW
REET 643 17.0%
BRK-B 528 17.5%
IDEV 482 7.4%
ISCF 405 4.4%
Top Reduces (Value $000, Stocks/ETFs)
DFEM -1,981 -16.9%
VB -1,556 -22.6%
IJR -1,533 -26.7%
IJJ -1,416 -14.2%
IJS -1,392 -25.1%
VOE -1,120 -17.3%
VSS -1,011 -19.1%
IEMG -986 -12.5%
DGS -681 -12.5%
DES -609 -48.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type