Cavalier Investments, LLC Diversified Active

CIK: 0001655543 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Aug 11, 2021

Total Value ($000): $277,272 (100.0% shares, 0.0% debt)

Holdings (94)

XLF Financial Select Sec tor SPDR Fund 3.3%
Value ($000) $9,085 Shares 247,641 Est. Cost $30.76 Unrealized
DBC Invesco DB Commodity Index Tracking Fund 3.1%
Value ($000) $8,546 Shares 443,963 Est. Cost $19.08 Unrealized
DBA INVESCO AGRICULTURE 2.8%
Value ($000) $7,804 Shares 418,937 Est. Cost $18.52 Unrealized
XHB SPDR S&P Homebuilder s ETF 2.7%
Value ($000) $7,560 Shares 103,229 Est. Cost $60.47 Unrealized
SMH VanEck Vectors Semic onductor ETF 2.6%
Value ($000) $7,239 Shares 27,606 Est. Cost $149.70 Unrealized
EFA ISHARE MSCI EAFE ETF 2.5%
Value ($000) $7,067 Shares 89,599 Est. Cost $73.53 Unrealized
XLK Technology Select Se ctor SPDR Fund 2.5%
Value ($000) $7,015 Shares 47,512 Est. Cost $65.07 Unrealized
SKYY FIRST TRUST CLOUD COMPUTING ETF 2.5%
Value ($000) $6,874 Shares 64,878 Est. Cost $61.59 Unrealized
USHY ISHARES BROAD USD HIGH YIELD 2.4%
Value ($000) $6,535 Shares 156,649 Est. Cost $41.35 Unrealized
KCE SPDR S&P CAPITAL MARKETS ETF 2.3%
Value ($000) $6,493 Shares 69,054 Est. Cost $85.04 Unrealized
SPY SPDR S&P 500 ETF Tru st 2.3%
Value ($000) $6,431 Shares 15,025 Est. Cost $405.44 Unrealized
RSPT INVESCO S&P 500 EQUAL TEC 2.3%
Value ($000) $6,390 Shares 22,030 Est. Cost $258.26 Unrealized
ETFMG PRIME MOBILE PAYMENTS 2.3%
Value ($000) $6,286 Shares 89,254 Est. Cost $50.34 Unrealized
XLI Industrial Select Se ctor SPDR Fund 2.1%
Value ($000) $5,707 Shares 55,739 Est. Cost $101.99 Unrealized
IBUY AMPLIFY ONLINE RETAIL ETF 1.9%
Value ($000) $5,295 Shares 40,833 Est. Cost $55.47 Unrealized
VNM VANECK VIETNAM ETF 1.8%
Value ($000) $4,958 Shares 238,528 Est. Cost $20.79 Unrealized
PTH Invesco DWA Healthca re Momentum ETF 1.8%
Value ($000) $4,892 Shares 29,418 Est. Cost $160.25 Unrealized
BJK VANECK GAMING ETF 1.8%
Value ($000) $4,874 Shares 91,947 Est. Cost $53.41 Unrealized
Invesco Global Listed Private Equit 1.6%
Value ($000) $4,472 Shares 292,097 Est. Cost $13.67 Unrealized
XHS SPDR S&P HEALTH CARE ETF 1.6%
Value ($000) $4,470 Shares 39,109 Est. Cost $102.30 Unrealized
IAI iShares U.S. Broker- Dealers & Securities 1.4%
Value ($000) $3,748 Shares 36,727 Est. Cost $71.20 Unrealized
IVV iShares Core S&P 500 ETF 1.3%
Value ($000) $3,691 Shares 8,589 Est. Cost $189.70 Unrealized
LIT Global X Lithium & Battery Tech ETF 1.3%
Value ($000) $3,656 Shares 50,463 Est. Cost $61.66 Unrealized
USO US OIL FUND LP ETF 1.3%
Value ($000) $3,637 Shares 72,934 Est. Cost $49.87 Unrealized
XRT SPDR S&P Retail ETF 1.3%
Value ($000) $3,544 Shares 36,457 Est. Cost $97.21 Unrealized
XAR SPDR S&P AEROSPACE 1.3%
Value ($000) $3,539 Shares 26,753 Est. Cost $126.03 Unrealized
EWT ISHARES MSCI TAIWAN ETF 1.3%
Value ($000) $3,468 Shares 54,244 Est. Cost $60.21 Unrealized
VAW Vanguard Materials ETF 1.2%
Value ($000) $3,427 Shares 18,959 Est. Cost $180.76 Unrealized
USMV iShares Edge MSCI Mi n Vol USA ETF 1.2%
Value ($000) $3,323 Shares 45,167 Est. Cost $59.48 Unrealized
SRLN SPDR BLACKSTONE SENIOR LN ETF 1.2%
Value ($000) $3,283 Shares 70,944 Est. Cost $45.98 Unrealized
KRE SPDR S&P Regional Ba nking ETF 1.2%
Value ($000) $3,255 Shares 49,674 Est. Cost $47.81 Unrealized
XLE Energy Select Sector SPDR Fund 1.1%
Value ($000) $3,134 Shares 58,180 Est. Cost $52.69 Unrealized
O'SHARES GLOBAL INTERNET ETF 1.1%
Value ($000) $3,122 Shares 54,703 Est. Cost $54.12 Unrealized
QQQ Invesco QQQ Trust Se ries 1 1.1%
Value ($000) $3,095 Shares 8,734 Est. Cost $207.69 Unrealized
IHI iShares U.S. Medical Devices ETF 1.1%
Value ($000) $3,031 Shares 8,397 Est. Cost $264.73 Unrealized
SPYG SPDR Portfolio S&P 5 00 Growth ETF 1.1%
Value ($000) $2,984 Shares 47,388 Est. Cost $62.97 Unrealized
SPYV SPDR PORT S&P 500 1.1%
Value ($000) $2,976 Shares 75,277 Est. Cost $39.53 Unrealized
VFH Vanguard Financials ETF 1.1%
Value ($000) $2,970 Shares 32,846 Est. Cost $90.42 Unrealized
SPDW SPDR PORTFOLIO DEV W 1.1%
Value ($000) $2,948 Shares 80,135 Est. Cost $36.79 Unrealized
EWY ISHARES MSCI S KOREA ETF 1.1%
Value ($000) $2,922 Shares 31,365 Est. Cost $86.72 Unrealized
CWB SPDR Bloomberg Barcl ays Convertible Secu 1.0%
Value ($000) $2,742 Shares 31,623 Est. Cost $83.58 Unrealized
IEI iShares 3-7 Year Tre asury Bond ETF 1.0%
Value ($000) $2,641 Shares 20,243 Est. Cost $133.07 Unrealized
IJH iShares Core S&P Mid -Cap ETF 0.9%
Value ($000) $2,624 Shares 9,768 Est. Cost $193.87 Unrealized
VUG VANGUARD GROWTH ETF 0.9%
Value ($000) $2,364 Shares 8,244 Est. Cost $286.75 Unrealized
QYLD GLOBAL X NASD 100 0.8%
Value ($000) $2,249 Shares 100,293 Est. Cost $22.69 Unrealized
EWO ISHARES MSCI AUSTRIA 0.8%
Value ($000) $2,198 Shares 91,710 Est. Cost $23.97 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT 0.7%
Value ($000) $2,034 Shares 13,500 Est. Cost $127.56 Unrealized
FTNT Fortinet Inc 0.7%
Value ($000) $2,028 Shares 8,516 Est. Cost $17.32 Unrealized +146.4%
TTD Trade Desk Inc The Class A 0.7%
Value ($000) $2,004 Shares 25,910 Est. Cost $61.43 Unrealized +4.0%
XLC Communication Servic es Select Sector SPD 0.7%
Value ($000) $1,954 Shares 24,143 Est. Cost $74.02 Unrealized
XLV Health Care Select S ector SPDR Fund 0.7%
Value ($000) $1,954 Shares 15,521 Est. Cost $125.89 Unrealized
XLRE Real Estate Select S ector SPDR Fund 0.7%
Value ($000) $1,933 Shares 43,625 Est. Cost $39.85 Unrealized
GOOG Alphabet Inc 0.7%
Value ($000) $1,879 Shares 750 Est. Cost $72.44 Unrealized +63.3%
PYPL PayPal Holdings Inc 0.7%
Value ($000) $1,876 Shares 6,439 Est. Cost $155.09 Unrealized +69.9%
INTU Intuit Inc 0.7%
Value ($000) $1,857 Shares 3,789 Est. Cost $312.05 Unrealized +35.1%
SHOP Shopify Inc 0.6%
Value ($000) $1,776 Shares 1,216 Est. Cost $77.25 Unrealized +59.5%
MSCI MSCI Inc 0.6%
Value ($000) $1,737 Shares 3,259 Est. Cost $322.36 Unrealized +40.9%
X-LINKS GOLD SHRS 0.6%
Value ($000) $1,712 Shares 200,000 Est. Cost $9.69 Unrealized
ZTS Zoetis Inc 0.6%
Value ($000) $1,664 Shares 8,931 Est. Cost $100.89 Unrealized +65.0%
AAPL Apple Inc 0.6%
Value ($000) $1,659 Shares 12,116 Est. Cost $99.61 Unrealized +26.9%
HD Home Depot Inc/The 0.6%
Value ($000) $1,636 Shares 5,132 Est. Cost $216.32 Unrealized +31.2%
DHR Danaher Corp 0.6%
Value ($000) $1,617 Shares 6,028 Est. Cost $154.02 Unrealized +41.0%
META Facebook Inc 0.6%
Value ($000) $1,615 Shares 4,645 Est. Cost $226.09 Unrealized +40.9%
GHYB GOLDMAN SACHS ACCESS HY CORP ETF 0.6%
Value ($000) $1,607 Shares 31,976 Est. Cost $49.14 Unrealized
ACN Accenture PLC 0.6%
Value ($000) $1,599 Shares 5,427 Est. Cost $189.59 Unrealized +41.4%
SPGI S&P Global Inc 0.6%
Value ($000) $1,596 Shares 3,889 Est. Cost $299.92 Unrealized +23.3%
NOW ServiceNow Inc 0.6%
Value ($000) $1,572 Shares 2,862 Est. Cost $60.39 Unrealized +67.9%
DIS Walt Disney Co/The 0.6%
Value ($000) $1,561 Shares 8,881 Est. Cost $115.95 Unrealized +51.5%
ANGL VANECK FALL HIGH YLD ETF 0.6%
Value ($000) $1,535 Shares 46,676 Est. Cost $29.73 Unrealized
MSFT Microsoft Corp 0.5%
Value ($000) $1,523 Shares 5,623 Est. Cost $161.68 Unrealized +51.4%
AMAT Applied Materials In c 0.5%
Value ($000) $1,514 Shares 10,637 Est. Cost $105.71 Unrealized +21.9%
NKE NIKE Inc 0.5%
Value ($000) $1,507 Shares 9,756 Est. Cost $124.10 Unrealized +1.3%
AMZN Amazon.com Inc 0.5%
Value ($000) $1,493 Shares 434 Est. Cost $158.51 Unrealized +4.8%
UNH UnitedHealth Group I nc 0.5%
Value ($000) $1,472 Shares 3,676 Est. Cost $272.88 Unrealized +35.2%
FICO Fair Isaac Corp 0.5%
Value ($000) $1,470 Shares 2,925 Est. Cost $378.00 Unrealized +33.8%
GLOBAL X SUPERDIVIDE ND ETF 0.5%
Value ($000) $1,470 Shares 104,084 Est. Cost $13.11 Unrealized
DIV GlobalX US Super Div idend ETF 0.5%
Value ($000) $1,470 Shares 73,622 Est. Cost $17.05 Unrealized
V Visa Inc 0.5%
Value ($000) $1,454 Shares 6,220 Est. Cost $184.11 Unrealized +20.0%
CRM salesforce.com Inc 0.5%
Value ($000) $1,402 Shares 5,743 Est. Cost $184.92 Unrealized +23.1%
MRK Merck & Co Inc 0.5%
Value ($000) $1,383 Shares 17,790 Est. Cost $63.30 Unrealized +1.3%
SBUX Starbucks Corp 0.5%
Value ($000) $1,382 Shares 12,366 Est. Cost $87.77 Unrealized +15.8%
ABT Abbott Laboratories 0.5%
Value ($000) $1,290 Shares 11,136 Est. Cost $94.88 Unrealized +13.1%
XYZ Square Inc 0.5%
Value ($000) $1,279 Shares 5,250 Est. Cost $233.92 Unrealized -0.8%
NFLX Netflix Inc 0.5%
Value ($000) $1,259 Shares 2,384 Est. Cost $44.60 Unrealized +14.6%
MKTX MarketAxess Holdings Inc 0.4%
Value ($000) $1,195 Shares 2,579 Est. Cost $465.30 Unrealized -3.4%
EWX SPDR S&P EMERGING MK 0.4%
Value ($000) $1,116 Shares 18,202 Est. Cost $61.31 Unrealized
ADSK Autodesk Inc 0.4%
Value ($000) $1,099 Shares 3,765 Est. Cost $288.38 Unrealized -1.1%
IWM iShares Russell 2000 ETF 0.3%
Value ($000) $868 Shares 3,790 Est. Cost $215.81 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS 0.3%
Value ($000) $720 Shares 1,861 Est. Cost $246.37 Unrealized +35.2%
MLPA GLOBAL X MLP ETF 0.2%
Value ($000) $665 Shares 17,218 Est. Cost $37.21 Unrealized
STIP ISHARES 0-5 TIPS ETF 0.2%
Value ($000) $573 Shares 5,391 Est. Cost $106.29 Unrealized
XOP SPDR OIL & GAS EXP & ETF 0.1%
Value ($000) $250 Shares 2,590 Est. Cost $96.53 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value ($000) $235 Shares 2,310 Est. Cost $101.73 Unrealized
GLD SPDR Gold Shares 0.1%
Value ($000) $214 Shares 1,297 Est. Cost $165.00 Unrealized