Cavalier Investments, LLC Diversified Active

CIK: 0001655543 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 13, 2021

Total Value ($000): $229,916 (100.0% shares, 0.0% debt)

Holdings (103)

IBUY AMPLIFY ONLINE RETAIL ETF 3.2%
Value ($000) $7,441 Shares 59,920 Est. Cost $55.47 Unrealized
EFA ISHARE MSCI EAFE ETF 2.8%
Value ($000) $6,363 Shares 83,866 Est. Cost $73.17 Unrealized
XLK TECHNOLOGY SELECT SE CTOR SPDR FUND 2.7%
Value ($000) $6,308 Shares 47,500 Est. Cost $65.07 Unrealized
SMH VANECK VECTORS SEMIC ONDUCTOR ETF 2.7%
Value ($000) $6,296 Shares 25,851 Est. Cost $142.06 Unrealized
SKYY FIRST TRUST CLOUD COMPUTING ETF 2.6%
Value ($000) $6,025 Shares 62,922 Est. Cost $60.21 Unrealized
XHB SPDR S&P HOMEBUILDER S ETF 2.5%
Value ($000) $5,826 Shares 82,790 Est. Cost $57.32 Unrealized
ETFMG PRIME MOBILE PAYMENTS 2.4%
Value ($000) $5,580 Shares 83,550 Est. Cost $48.97 Unrealized
SOXX ISHARES PHLX SEMICON DUCTOR ETF 2.4%
Value ($000) $5,543 Shares 13,073 Est. Cost $258.72 Unrealized
RSPT INVESCO S&P 500 EQUAL WEIGHT 2.3%
Value ($000) $5,345 Shares 19,806 Est. Cost $254.69 Unrealized
USHY ISHARES BROAD USD HIGH YIELD 2.3%
Value ($000) $5,250 Shares 127,449 Est. Cost $41.26 Unrealized
IGV ISHARES EXPANDED TECH SOFTWARE 2.1%
Value ($000) $4,853 Shares 14,215 Est. Cost $237.14 Unrealized
PTH INVESCO DWA HEALTHCA RE MOMENTUM ETF 1.9%
Value ($000) $4,326 Shares 27,546 Est. Cost $159.84 Unrealized
XLF FINANCIAL SELECT SEC TOR SPDR FUND 1.9%
Value ($000) $4,321 Shares 126,913 Est. Cost $25.12 Unrealized
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 1.9%
Value ($000) $4,311 Shares 73,736 Est. Cost $61.66 Unrealized
O'SHARES GLOBAL INTERNET ETF 1.9%
Value ($000) $4,286 Shares 82,225 Est. Cost $54.12 Unrealized
INVESCO GLOBAL LISTED PRIVATE EQUIT 1.7%
Value ($000) $3,965 Shares 273,377 Est. Cost $13.55 Unrealized
XBI SPDR S&P BIOTECH ETF 1.4%
Value ($000) $3,278 Shares 24,164 Est. Cost $113.30 Unrealized
BJK VANECK GAMING ETF 1.4%
Value ($000) $3,247 Shares 60,558 Est. Cost $53.62 Unrealized
IAI ISHARES U.S. BROKER- DEALERS & SECURITIES 1.4%
Value ($000) $3,169 Shares 34,387 Est. Cost $69.10 Unrealized
XAR SPDR S&P AEROSPACE 1.4%
Value ($000) $3,146 Shares 25,047 Est. Cost $125.60 Unrealized
KRE SPDR S&P REGIONAL BA NKING ETF 1.3%
Value ($000) $3,086 Shares 46,515 Est. Cost $46.61 Unrealized
WOOD ISHARES GLOBAL TIMBER & FORESTRY ET 1.3%
Value ($000) $3,061 Shares 35,911 Est. Cost $80.01 Unrealized
EWT ISHARES MSCI TAIWAN ETF 1.3%
Value ($000) $3,044 Shares 50,773 Est. Cost $59.95 Unrealized
IVV ISHARES CORE S&P 500 ETF 1.3%
Value ($000) $2,975 Shares 7,479 Est. Cost $154.07 Unrealized
XHS SPDR S&P HEALTH CARE ETF 1.3%
Value ($000) $2,958 Shares 27,814 Est. Cost $97.43 Unrealized
KCE SPDR S&P CAPITAL MARKETS ETF 1.3%
Value ($000) $2,894 Shares 34,297 Est. Cost $75.92 Unrealized
IJH ISHARES CORE S&P MID -CAP ETF 1.2%
Value ($000) $2,765 Shares 10,622 Est. Cost $193.87 Unrealized
QQQ INVESCO QQQ TRUST SE RIES 1 1.2%
Value ($000) $2,757 Shares 8,638 Est. Cost $206.06 Unrealized
EWH ISHARES MSCI HONG KO NG ETF 1.2%
Value ($000) $2,715 Shares 102,127 Est. Cost $24.77 Unrealized
EWY ISHARES MSCI S KOREA ETF 1.1%
Value ($000) $2,635 Shares 29,376 Est. Cost $86.29 Unrealized
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 1.1%
Value ($000) $2,623 Shares 20,195 Est. Cost $133.07 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 1.1%
Value ($000) $2,607 Shares 7,890 Est. Cost $258.55 Unrealized
EWA ISHARES MSCI AUSTRAL IA ETF 1.1%
Value ($000) $2,607 Shares 105,174 Est. Cost $24.01 Unrealized
USMV ISHARES EDGE MSCI MI N VOL USA ETF 1.1%
Value ($000) $2,556 Shares 36,947 Est. Cost $56.35 Unrealized
CWB SPDR BLOOMBERG BARCL AYS CONVERTIBLE SECU 1.1%
Value ($000) $2,468 Shares 29,605 Est. Cost $83.36 Unrealized
HDV ISHARE CORE HIGH DVD 1.0%
Value ($000) $2,406 Shares 25,358 Est. Cost $94.88 Unrealized
MDYV SPDR S&P 400 MID CAP 1.0%
Value ($000) $2,330 Shares 35,614 Est. Cost $55.49 Unrealized
MDYG SPDR S&P 400 MID CAPGROWTH 1.0%
Value ($000) $2,326 Shares 30,967 Est. Cost $69.34 Unrealized
IVOL QUADRATIC INT RATE HEDGE ETF 1.0%
Value ($000) $2,250 Shares 78,729 Est. Cost $28.58 Unrealized
GHYB GOLDMAN SACHS ACCESS HY CORP ETF 0.9%
Value ($000) $2,152 Shares 43,002 Est. Cost $49.14 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT 0.8%
Value ($000) $1,912 Shares 13,500 Est. Cost $127.56 Unrealized
SRLN SPDR BLACKSTONE SENIOR LN ETF 0.8%
Value ($000) $1,747 Shares 38,200 Est. Cost $45.73 Unrealized
X-LINKS GOLD SHRS 0.8%
Value ($000) $1,742 Shares 200,000 Est. Cost $9.69 Unrealized
TTD TRADE DESK INC THE CLASS A 0.7%
Value ($000) $1,688 Shares 2,591 Est. Cost $39.25 Unrealized +96.9%
DIS WALT DISNEY CO/THE 0.7%
Value ($000) $1,639 Shares 8,881 Est. Cost $115.95 Unrealized +55.4%
EWJ ISHARES MSCI JAPAN E TF 0.7%
Value ($000) $1,616 Shares 23,580 Est. Cost $68.53 Unrealized
GOOG ALPHABET INC 0.7%
Value ($000) $1,591 Shares 769 Est. Cost $72.44 Unrealized +35.9%
XLRE REAL ESTATE SELECT S ECTOR SPDR FUND 0.7%
Value ($000) $1,590 Shares 40,275 Est. Cost $39.48 Unrealized
FTNT FORTINET INC 0.7%
Value ($000) $1,571 Shares 8,516 Est. Cost $17.32 Unrealized +88.9%
HD HOME DEPOT INC/THE 0.7%
Value ($000) $1,567 Shares 5,132 Est. Cost $216.32 Unrealized +13.0%
PYPL PAYPAL HOLDINGS INC 0.7%
Value ($000) $1,564 Shares 6,439 Est. Cost $155.09 Unrealized +62.4%
QYLD GLOBAL X NASD 100 0.7%
Value ($000) $1,560 Shares 69,113 Est. Cost $22.80 Unrealized
XLC COMMUNICATION SERVIC ES SELECT SECTOR SPD 0.7%
Value ($000) $1,547 Shares 21,093 Est. Cost $73.03 Unrealized
ACN ACCENTURE PLC 0.7%
Value ($000) $1,540 Shares 5,574 Est. Cost $189.59 Unrealized +27.3%
ANGL VANECK FALL HIGH YLD ETF 0.6%
Value ($000) $1,490 Shares 46,676 Est. Cost $29.73 Unrealized
SLYV SPDR S&P 600 SMALL CAP VALUE 0.6%
Value ($000) $1,488 Shares 18,146 Est. Cost $66.17 Unrealized
AAPL APPLE INC 0.6%
Value ($000) $1,480 Shares 12,116 Est. Cost $99.61 Unrealized +25.5%
IWM ISHARES RUSSELL 2000 ETF 0.6%
Value ($000) $1,480 Shares 6,698 Est. Cost $215.81 Unrealized
NOW SERVICENOW INC 0.6%
Value ($000) $1,463 Shares 2,925 Est. Cost $60.39 Unrealized +74.8%
SVXY PROSHARES SHORT VIX SHORT TERM FUTURES 0.6%
Value ($000) $1,451 Shares 30,814 Est. Cost $47.09 Unrealized
INTU INTUIT INC 0.6%
Value ($000) $1,451 Shares 3,789 Est. Cost $312.05 Unrealized +19.8%
SPY SPDR S&P 500 ETF TRU ST 0.6%
Value ($000) $1,443 Shares 3,640 Est. Cost $334.83 Unrealized
ADSK AUTODESK INC 0.6%
Value ($000) $1,424 Shares 5,139 Est. Cost $288.38 Unrealized 0.0%
FICO FAIR ISAAC CORP 0.6%
Value ($000) $1,422 Shares 2,925 Est. Cost $378.00 Unrealized +25.8%
AMAT APPLIED MATERIALS IN C 0.6%
Value ($000) $1,421 Shares 10,637 Est. Cost $105.71 Unrealized 0.0%
META FACEBOOK INC 0.6%
Value ($000) $1,412 Shares 4,794 Est. Cost $226.09 Unrealized +18.3%
ZTS ZOETIS INC 0.6%
Value ($000) $1,406 Shares 8,931 Est. Cost $100.89 Unrealized +50.3%
SPGI S&P GLOBAL INC 0.6%
Value ($000) $1,372 Shares 3,889 Est. Cost $299.92 Unrealized +6.6%
MRK MERCK & CO INC 0.6%
Value ($000) $1,371 Shares 17,790 Est. Cost $63.30 Unrealized -0.4%
UNH UNITEDHEALTH GROUP I NC 0.6%
Value ($000) $1,368 Shares 3,676 Est. Cost $272.88 Unrealized +17.1%
ABT ABBOTT LABORATORIES 0.6%
Value ($000) $1,368 Shares 11,418 Est. Cost $94.88 Unrealized +14.5%
MSCI MSCI INC 0.6%
Value ($000) $1,366 Shares 3,259 Est. Cost $322.36 Unrealized +23.9%
MSFT MICROSOFT CORP 0.6%
Value ($000) $1,364 Shares 5,787 Est. Cost $161.68 Unrealized +37.9%
DHR DANAHER CORP 0.6%
Value ($000) $1,357 Shares 6,028 Est. Cost $154.02 Unrealized +29.0%
V VISA INC 0.6%
Value ($000) $1,353 Shares 6,389 Est. Cost $184.11 Unrealized +10.4%
SBUX STARBUCKS CORP 0.6%
Value ($000) $1,351 Shares 12,366 Est. Cost $87.77 Unrealized +7.1%
SHOP SHOPIFY INC 0.6%
Value ($000) $1,346 Shares 1,216 Est. Cost $77.25 Unrealized +56.4%
AMZN AMAZON.COM INC 0.6%
Value ($000) $1,343 Shares 434 Est. Cost $158.51 Unrealized 0.0%
DIV GLOBALX US SUPER DIV IDEND ETF 0.6%
Value ($000) $1,332 Shares 68,722 Est. Cost $16.85 Unrealized
NKE NIKE INC 0.6%
Value ($000) $1,296 Shares 9,756 Est. Cost $124.10 Unrealized +4.4%
FOXA FOX CORP-CLASS A 0.6%
Value ($000) $1,289 Shares 35,694 Est. Cost $32.85 Unrealized 0.0%
GLOBAL X SUPERDIVIDE ND ETF 0.6%
Value ($000) $1,288 Shares 92,642 Est. Cost $12.98 Unrealized
MKTX MARKETAXESS HOLDINGS INC 0.6%
Value ($000) $1,284 Shares 2,579 Est. Cost $465.30 Unrealized +8.1%
CSCO CISCO SYSTEMS INC 0.6%
Value ($000) $1,266 Shares 24,480 Est. Cost $35.27 Unrealized +15.1%
NFLX NETFLIX INC 0.5%
Value ($000) $1,244 Shares 2,384 Est. Cost $44.60 Unrealized +18.9%
DOCU DOCUSIGN INC 0.5%
Value ($000) $1,227 Shares 6,062 Est. Cost $150.69 Unrealized +53.9%
CRM SALESFORCE.COM INC 0.5%
Value ($000) $1,217 Shares 5,743 Est. Cost $184.92 Unrealized +18.9%
SWKS SKYWORKS SOLUTIONS I NC 0.5%
Value ($000) $1,215 Shares 6,620 Est. Cost $152.97 Unrealized 0.0%
JD JD.COM INC-ADR 0.5%
Value ($000) $1,211 Shares 14,356 Est. Cost $63.33 Unrealized
XYZ SQUARE INC 0.5%
Value ($000) $1,192 Shares 5,250 Est. Cost $233.92 Unrealized 0.0%
KLAC KLA-TENCOR CORP 0.5%
Value ($000) $1,165 Shares 3,527 Est. Cost $220.47 Unrealized +29.7%
ILMN ILLUMINA INC 0.4%
Value ($000) $1,013 Shares 2,637 Est. Cost $407.75 Unrealized 0.0%
XLE ENERGY SELECT SECTOR SPDR FUND 0.3%
Value ($000) $700 Shares 14,265 Est. Cost $49.07 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS 0.3%
Value ($000) $598 Shares 1,861 Est. Cost $246.37 Unrealized +49.4%
XSD SPDR S&P SEMICONDUCT 0.2%
Value ($000) $558 Shares 3,052 Est. Cost $182.83 Unrealized
DBC INVESCO DB COMMODITY INDEX TRACKING FUND 0.2%
Value ($000) $481 Shares 28,975 Est. Cost $16.60 Unrealized
DBA INVESCO AGRICULTURE 0.2%
Value ($000) $473 Shares 27,909 Est. Cost $16.95 Unrealized
CLOU GLOBAL X CLOUD ETF 0.2%
Value ($000) $456 Shares 17,705 Est. Cost $25.76 Unrealized
JNK SPDR BLOOMBERG BARCL AYS HIGH YIELD BOND 0.1%
Value ($000) $197 Shares 1,808 Est. Cost $108.87 Unrealized
XLI INDUSTRIAL SELECT SE CTOR SPDR FUND 0.1%
Value ($000) $157 Shares 1,592 Est. Cost $88.60 Unrealized
MLPA GLOBAL X MLP ETF 0.1%
Value ($000) $146 Shares 4,409 Est. Cost $33.11 Unrealized
ADBE ADOBE SYSTEMS INC 0.0%
Value ($000) $79 Shares 166 Est. Cost $302.73 Unrealized +54.4%
MA MASTERCARD INC 0.0%
Value ($000) $74 Shares 209 Est. Cost $285.84 Unrealized +18.8%