Cavalier Investments, LLC Diversified Active

Location: Alpharetta, GA

CIK: 0001655543 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Nov 12, 2020

Total Value: $147M (100.0% shares, 0.0% debt)

Holdings (68)

QQQ INVESCO QQQ TR 7.4%
Value $10.93M Shares 39,354 Est. Cost $206.06 Unrealized
XLK SELECT SECTOR SPDR TR 6.2%
Value $9.053M Shares 77,574 Est. Cost $60.46 Unrealized
PROSHARES TR II 5.8%
Value $8.492M Shares 426,291 Est. Cost $20.82 Unrealized
IGV ISHARES TR 5.3%
Value $7.749M Shares 24,906 Est. Cost $229.35 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD 5.1%
Value $7.556M Shares 96,261 Est. Cost $57.48 Unrealized
ETF MANAGERS TR 5.0%
Value $7.331M Shares 134,764 Est. Cost $47.58 Unrealized
IBUY AMPLIFY ETF TR 4.7%
Value $6.859M Shares 77,738 Est. Cost $51.18 Unrealized
GHYB GOLDMAN SACHS ETF TR 4.1%
Value $6.006M Shares 124,114 Est. Cost $49.14 Unrealized
SMH VANECK VECTORS ETF TR 3.9%
Value $5.729M Shares 32,886 Est. Cost $134.34 Unrealized
USMV ISHARES TR 3.8%
Value $5.594M Shares 87,771 Est. Cost $56.35 Unrealized
SOXX ISHARES TR 3.8%
Value $5.571M Shares 18,288 Est. Cost $245.77 Unrealized
XLC SELECT SECTOR SPDR TR 3.4%
Value $5.036M Shares 84,786 Est. Cost $50.01 Unrealized
IHI ISHARES TR 3.0%
Value $4.389M Shares 14,647 Est. Cost $253.42 Unrealized
IVV ISHARES TR 2.2%
Value $3.269M Shares 9,727 Est. Cost $154.07 Unrealized
XBI SPDR SER TR 1.9%
Value $2.786M Shares 25,000 Est. Cost $111.44 Unrealized
XHB SPDR SER TR 1.8%
Value $2.64M Shares 49,000 Est. Cost $53.88 Unrealized
XLF SELECT SECTOR SPDR TR 1.8%
Value $2.6M Shares 108,000 Est. Cost $24.07 Unrealized
IJH ISHARES TR 1.3%
Value $1.906M Shares 10,283 Est. Cost $189.57 Unrealized
SPY SPDR S&P 500 ETF TR 1.3%
Value $1.868M Shares 5,579 Est. Cost $334.83 Unrealized
ANGL VANECK VECTORS ETF TR 1.2%
Value $1.757M Shares 59,089 Est. Cost $29.73 Unrealized
IAI ISHARES TR 0.9%
Value $1.364M Shares 22,000 Est. Cost $62.00 Unrealized
CRM SALESFORCE COM INC 0.7%
Value $1.082M Shares 4,307 Est. Cost $166.47 Unrealized +29.9%
TTD THE TRADE DESK INC 0.7%
Value $1.074M Shares 2,071 Est. Cost $30.15 Unrealized +51.5%
AAPL APPLE INC 0.7%
Value $1.052M Shares 9,087 Est. Cost $93.82 Unrealized +13.0%
NOW SERVICENOW INC 0.7%
Value $1.009M Shares 2,081 Est. Cost $42.60 Unrealized +109.7%
ADBE ADOBE SYSTEMS INCORPORATED 0.7%
Value $1.009M Shares 2,058 Est. Cost $242.60 Unrealized +91.7%
ZTS ZOETIS INC 0.7%
Value $1.007M Shares 6,089 Est. Cost $75.94 Unrealized +93.2%
DOCU DOCUSIGN INC 0.7%
Value $978K Shares 4,546 Est. Cost $126.03 Unrealized +64.7%
DHR DANAHER CORPORATION 0.7%
Value $974K Shares 4,521 Est. Cost $140.03 Unrealized +24.1%
SHOP SHOPIFY INC 0.7%
Value $970K Shares 948 Est. Cost $69.41 Unrealized +43.2%
PYPL PAYPAL HLDGS INC 0.6%
Value $951K Shares 4,829 Est. Cost $137.88 Unrealized +36.3%
INTU INTUIT 0.6%
Value $927K Shares 2,842 Est. Cost $302.64 Unrealized 0.0%
IWM ISHARES TR 0.6%
Value $918K Shares 6,131 Est. Cost $143.18 Unrealized
IEI ISHARES TR 0.6%
Value $897K Shares 6,718 Est. Cost $133.38 Unrealized
AMGN AMGEN INC 0.6%
Value $895K Shares 3,523 Est. Cost $191.68 Unrealized +9.3%
ACN ACCENTURE PLC IRELAND 0.6%
Value $895K Shares 3,961 Est. Cost $174.62 Unrealized +21.6%
NFLX NETFLIX INC 0.6%
Value $894K Shares 1,788 Est. Cost $42.56 Unrealized +16.9%
MNST MONSTER BEVERAGE CORP NEW 0.6%
Value $889K Shares 11,079 Est. Cost $39.50 Unrealized 0.0%
META FACEBOOK INC 0.6%
Value $887K Shares 3,388 Est. Cost $207.33 Unrealized +23.5%
MA MASTERCARD INCORPORATED 0.6%
Value $885K Shares 2,616 Est. Cost $273.34 Unrealized +15.5%
HD HOME DEPOT INC 0.6%
Value $883K Shares 3,180 Est. Cost $199.72 Unrealized +19.0%
ABT ABBOTT LABS 0.6%
Value $880K Shares 8,088 Est. Cost $92.34 Unrealized 0.0%
SPGI S&P GLOBAL INC 0.6%
Value $879K Shares 2,438 Est. Cost $287.01 Unrealized +17.6%
MRK MERCK & CO. INC 0.6%
Value $873K Shares 10,529 Est. Cost $62.87 Unrealized +4.9%
MSCI MSCI INC 0.6%
Value $872K Shares 2,444 Est. Cost $305.66 Unrealized +12.5%
NVDA NVIDIA CORPORATION 0.6%
Value $869K Shares 1,605 Est. Cost $6.28 Unrealized +84.6%
CDNS CADENCE DESIGN SYSTEM INC 0.6%
Value $864K Shares 8,101 Est. Cost $105.21 Unrealized 0.0%
LULU LULULEMON ATHLETICA INC 0.6%
Value $862K Shares 2,616 Est. Cost $130.70 Unrealized +155.3%
MSFT MICROSOFT CORP 0.6%
Value $861K Shares 4,094 Est. Cost $141.98 Unrealized +41.4%
UNH UNITEDHEALTH GROUP INC 0.6%
Value $860K Shares 2,757 Est. Cost $261.11 Unrealized +7.7%
ACTIVISION BLIZZARD INC 0.6%
Value $851K Shares 10,513 Est. Cost $75.91 Unrealized
AGG ISHARES TR 0.6%
Value $845K Shares 7,154 Est. Cost $115.37 Unrealized
DIS DISNEY WALT CO 0.6%
Value $826K Shares 6,661 Est. Cost $107.86 Unrealized +13.2%
V VISA INC 0.6%
Value $822K Shares 4,111 Est. Cost $175.53 Unrealized +9.5%
DXCM DEXCOM INC 0.6%
Value $821K Shares 1,992 Est. Cost $54.66 Unrealized +91.1%
GOOG ALPHABET INC 0.5%
Value $808K Shares 550 Est. Cost $66.98 Unrealized +13.1%
FICO FAIR ISAAC CORP 0.5%
Value $801K Shares 1,882 Est. Cost $327.47 Unrealized +29.7%
MKTX MARKETAXESS HLDGS INC 0.5%
Value $761K Shares 1,580 Est. Cost $438.02 Unrealized +6.2%
REGN REGENERON PHARMACEUTICALS 0.5%
Value $753K Shares 1,346 Est. Cost $564.49 Unrealized +6.8%
FTNT FORTINET INC 0.5%
Value $752K Shares 6,387 Est. Cost $14.67 Unrealized +76.0%
ZM ZOOM VIDEO COMMUNICATIONS IN 0.4%
Value $656K Shares 1,396 Est. Cost $179.93 Unrealized +77.7%
KRE SPDR SER TR 0.4%
Value $642K Shares 18,000 Est. Cost $35.67 Unrealized
ENPH ENPHASE ENERGY INC 0.4%
Value $569K Shares 6,895 Est. Cost $22.76 Unrealized +194.3%
JD JD.COM INC 0.3%
Value $504K Shares 6,496 Est. Cost $37.90 Unrealized
APPS DIGITAL TURBINE INC 0.3%
Value $450K Shares 13,744 Est. Cost $7.44 Unrealized +189.6%
AMD ADVANCED MICRO DEVICES INC 0.3%
Value $443K Shares 5,402 Est. Cost $48.17 Unrealized +54.1%
CLX CLOROX CO DEL 0.3%
Value $399K Shares 1,900 Est. Cost $168.73 Unrealized +12.0%
JNK SPDR SER TR 0.0%
Value $30,000 Shares 291 Est. Cost $104.62 Unrealized