Cavalier Investments, LLC Diversified Active

CIK: 0001655543 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Nov 2, 2021

Total Value ($000): $316,672 (100.0% shares, 0.0% debt)

Holdings (98)

SPY SPDR S&P 500 ETF Trust 4.2%
Value ($000) $13,208 Shares 30,777 Est. Cost $417.58 Unrealized
DBC Invesco DB Commodity Index Tracking Fund 3.0%
Value ($000) $9,524 Shares 471,948 Est. Cost $19.14 Unrealized
XHB SPDR S&P Homebuilders ETF 2.9%
Value ($000) $9,069 Shares 126,382 Est. Cost $62.54 Unrealized
XLF Financial Select Sec tor SPDR Fund 2.8%
Value ($000) $8,926 Shares 237,841 Est. Cost $30.76 Unrealized
XLK Technology Select Sector SPDR Fund 2.7%
Value ($000) $8,669 Shares 58,059 Est. Cost $80.38 Unrealized
SMH VanEck Vectors Semiconductor ETF 2.7%
Value ($000) $8,654 Shares 33,771 Est. Cost $169.15 Unrealized
EFA ISHARE MSCI EAFE ETF 2.7%
Value ($000) $8,552 Shares 109,627 Est. Cost $74.35 Unrealized
DBA INVESCO AGRICULTURE 2.7%
Value ($000) $8,464 Shares 442,694 Est. Cost $18.55 Unrealized
SKYY FIRST TRUST CLOUD COMPUTING ETF 2.6%
Value ($000) $8,366 Shares 79,400 Est. Cost $69.59 Unrealized
USHY ISHARES BROAD USD HIGH YIELD 2.6%
Value ($000) $8,091 Shares 194,954 Est. Cost $41.38 Unrealized
KCE SPDR S&P CAPITAL MARKETS ETF 2.5%
Value ($000) $8,065 Shares 84,535 Est. Cost $86.93 Unrealized
RSPT Invesco S&P 500 EQUAL WEIGHT 2.5%
Value ($000) $7,771 Shares 26,962 Est. Cost $263.74 Unrealized
ETFMG PRIME MOBILE PAYMENTS 2.3%
Value ($000) $7,393 Shares 109,256 Est. Cost $53.51 Unrealized
XLI Industrial Select Se ctor SPDR Fund 2.1%
Value ($000) $6,673 Shares 68,206 Est. Cost $101.23 Unrealized
SPYG SPDR Portfolio S&P 500 Growth ETF 1.9%
Value ($000) $6,172 Shares 96,413 Est. Cost $63.50 Unrealized
PTH Invesco DWA Healthca re Momentum ETF 1.8%
Value ($000) $5,805 Shares 35,994 Est. Cost $160.44 Unrealized
VNM VANECK VIETNAM ETF 1.8%
Value ($000) $5,574 Shares 289,264 Est. Cost $20.52 Unrealized
IBUY AMPLIFY ONLINE RETAIL ETF 1.7%
Value ($000) $5,451 Shares 49,887 Est. Cost $65.23 Unrealized
BJK VANECK GAMING ETF 1.7%
Value ($000) $5,428 Shares 112,497 Est. Cost $52.47 Unrealized
Invesco Global Listed Private Equit 1.7%
Value ($000) $5,359 Shares 357,724 Est. Cost $13.91 Unrealized
LIT Global X Lithium & Battery Tech ETF 1.6%
Value ($000) $5,057 Shares 61,697 Est. Cost $65.36 Unrealized
XHS SPDR S&P HEALTH CARE ETF 1.6%
Value ($000) $4,987 Shares 47,877 Est. Cost $102.64 Unrealized
IAI iShares U.S. Broker- Dealers & Securities 1.5%
Value ($000) $4,692 Shares 44,947 Est. Cost $77.27 Unrealized
USO US OIL FUND LP ETF 1.5%
Value ($000) $4,690 Shares 89,237 Est. Cost $50.36 Unrealized
KRE SPDR S&P Regional Banking ETF 1.3%
Value ($000) $4,117 Shares 60,771 Est. Cost $51.45 Unrealized
EWT ISHARES MSCI TAIWAN ETF 1.3%
Value ($000) $4,112 Shares 66,316 Est. Cost $60.54 Unrealized
XRT SPDR S&P Retail ETF 1.3%
Value ($000) $4,023 Shares 44,540 Est. Cost $95.96 Unrealized
VAW Vanguard Materials ETF 1.3%
Value ($000) $4,020 Shares 23,206 Est. Cost $179.38 Unrealized
XAR SPDR S&P AEROSPACE 1.2%
Value ($000) $3,893 Shares 32,644 Est. Cost $124.81 Unrealized
IHI iShares U.S. Medical Devices ETF 1.2%
Value ($000) $3,855 Shares 61,405 Est. Cost $90.40 Unrealized
VFH Vanguard Financials ETF 1.2%
Value ($000) $3,716 Shares 40,107 Est. Cost $90.83 Unrealized
XLE Energy Select Sector SPDR Fund 1.2%
Value ($000) $3,709 Shares 71,195 Est. Cost $52.58 Unrealized
O'SHARES GLOBAL INTERNET ETF 1.1%
Value ($000) $3,543 Shares 66,896 Est. Cost $53.91 Unrealized
CWB SPDR Bloomberg Barclays Convertible Secu 1.0%
Value ($000) $3,295 Shares 38,610 Est. Cost $83.90 Unrealized
IVV iShares Core S&P 500 ETF 1.0%
Value ($000) $3,219 Shares 7,471 Est. Cost $189.70 Unrealized
QQQ Invesco QQQ Trust Se ries 1 1.0%
Value ($000) $3,126 Shares 8,734 Est. Cost $207.69 Unrealized
EWY ISHARES MSCI S KOREA ETF 1.0%
Value ($000) $3,093 Shares 38,352 Est. Cost $85.62 Unrealized
USMV iShares Edge MSCI Mi n Vol USA ETF 0.9%
Value ($000) $2,840 Shares 38,636 Est. Cost $59.48 Unrealized
EWO ISHARES MSCI AUSTRIA 0.9%
Value ($000) $2,792 Shares 112,260 Est. Cost $24.13 Unrealized
QYLD GLOBAL X NASD 100 0.7%
Value ($000) $2,360 Shares 106,960 Est. Cost $22.65 Unrealized
IJH iShares Core S&P Mid -Cap ETF 0.7%
Value ($000) $2,213 Shares 8,412 Est. Cost $193.87 Unrealized
ICVT ISHARES CONVERTIBLE BOND ETF 0.7%
Value ($000) $2,135 Shares 21,405 Est. Cost $99.74 Unrealized
TLT iShares 20 Year Tre asury Bond ETF 0.7%
Value ($000) $2,134 Shares 14,784 Est. Cost $144.35 Unrealized
X-LINKS GOLD SHRS 0.6%
Value ($000) $2,046 Shares 245,000 Est. Cost $9.44 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT 0.6%
Value ($000) $2,023 Shares 13,500 Est. Cost $127.56 Unrealized
EMLC VANECK VECTORS J.P MORGAN EM 0.6%
Value ($000) $2,017 Shares 67,310 Est. Cost $29.97 Unrealized
CRM salesforce.com Inc 0.6%
Value ($000) $1,916 Shares 7,066 Est. Cost $197.28 Unrealized +27.2%
V Visa Inc 0.6%
Value ($000) $1,817 Shares 8,155 Est. Cost $194.28 Unrealized +16.8%
ZTS Zoetis Inc 0.6%
Value ($000) $1,749 Shares 9,009 Est. Cost $100.89 Unrealized +92.0%
AMZN Amazon.com Inc 0.5%
Value ($000) $1,731 Shares 527 Est. Cost $160.98 Unrealized +7.2%
ABT Abbott Laboratories 0.5%
Value ($000) $1,709 Shares 14,469 Est. Cost $99.16 Unrealized +14.4%
ACN Accenture PLC 0.5%
Value ($000) $1,704 Shares 5,327 Est. Cost $189.59 Unrealized +61.1%
MSFT Microsoft Corp 0.5%
Value ($000) $1,698 Shares 6,022 Est. Cost $169.56 Unrealized +65.6%
GOOG Alphabet Inc 0.5%
Value ($000) $1,684 Shares 632 Est. Cost $72.44 Unrealized +88.9%
ADBE Adobe Systems Inc 0.5%
Value ($000) $1,679 Shares 2,917 Est. Cost $629.41 Unrealized 0.0%
NFLX Netflix Inc 0.5%
Value ($000) $1,678 Shares 2,749 Est. Cost $45.98 Unrealized +19.7%
META Facebook Inc 0.5%
Value ($000) $1,670 Shares 4,922 Est. Cost $233.49 Unrealized +53.2%
LMT Lockheed Martin Corp 0.5%
Value ($000) $1,636 Shares 4,740 Est. Cost $320.77 Unrealized 0.0%
LLY Eli Lilly & Co 0.5%
Value ($000) $1,625 Shares 7,032 Est. Cost $236.66 Unrealized 0.0%
COST Costco Wholesale Corp 0.5%
Value ($000) $1,612 Shares 3,588 Est. Cost $418.22 Unrealized 0.0%
TTD Trade Desk Inc The Class A 0.5%
Value ($000) $1,590 Shares 22,621 Est. Cost $61.43 Unrealized +25.8%
BKNG Booking Holdings Inc 0.5%
Value ($000) $1,583 Shares 667 Est. Cost $2206.84 Unrealized 0.0%
MKTX MarketAxess Holdings Inc 0.5%
Value ($000) $1,583 Shares 3,762 Est. Cost $455.49 Unrealized -4.7%
HD Home Depot Inc/The 0.5%
Value ($000) $1,578 Shares 4,806 Est. Cost $216.32 Unrealized +36.2%
PG Procter & Gamble Co/ The 0.5%
Value ($000) $1,577 Shares 11,282 Est. Cost $127.26 Unrealized 0.0%
KO Coca-Cola Co/The 0.5%
Value ($000) $1,564 Shares 29,810 Est. Cost $48.79 Unrealized 0.0%
FTNT Fortinet Inc 0.5%
Value ($000) $1,552 Shares 5,313 Est. Cost $17.32 Unrealized +234.2%
XYZ Square Inc 0.5%
Value ($000) $1,544 Shares 6,439 Est. Cost $238.16 Unrealized +7.9%
ANGL VANECK FALL HIGH YLD ETF 0.5%
Value ($000) $1,543 Shares 46,676 Est. Cost $29.73 Unrealized
SBUX Starbucks Corp 0.5%
Value ($000) $1,541 Shares 13,974 Est. Cost $89.83 Unrealized +17.7%
Lam Research Corp 0.5%
Value ($000) $1,535 Shares 2,697 Est. Cost $569.15 Unrealized
NOW ServiceNow Inc 0.5%
Value ($000) $1,529 Shares 2,457 Est. Cost $60.39 Unrealized +100.5%
EL Estee Lauder Cos Inc /The 0.5%
Value ($000) $1,525 Shares 5,083 Est. Cost $305.30 Unrealized 0.0%
TMO Thermo Fisher Scientific Inc 0.5%
Value ($000) $1,525 Shares 2,670 Est. Cost $542.36 Unrealized 0.0%
AAPL Apple Inc 0.5%
Value ($000) $1,521 Shares 10,750 Est. Cost $99.61 Unrealized +44.5%
INTU Intuit Inc 0.5%
Value ($000) $1,511 Shares 2,800 Est. Cost $312.05 Unrealized +68.1%
MSCI MSCI Inc 0.5%
Value ($000) $1,506 Shares 2,475 Est. Cost $322.36 Unrealized +80.9%
SPGI S&P Global Inc 0.5%
Value ($000) $1,505 Shares 3,543 Est. Cost $299.92 Unrealized +39.3%
DHR Danaher Corp 0.5%
Value ($000) $1,499 Shares 4,925 Est. Cost $154.02 Unrealized +73.2%
UNH UnitedHealth Group I nc 0.5%
Value ($000) $1,499 Shares 3,837 Est. Cost $277.58 Unrealized +38.6%
PYPL PayPal Holdings Inc 0.5%
Value ($000) $1,476 Shares 5,672 Est. Cost $155.09 Unrealized +82.5%
ALGN Align Technology Inc 0.5%
Value ($000) $1,475 Shares 2,217 Est. Cost $679.09 Unrealized 0.0%
AMT American Tower Corp 0.5%
Value ($000) $1,474 Shares 5,552 Est. Cost $248.67 Unrealized 0.0%
NKE NIKE Inc 0.5%
Value ($000) $1,473 Shares 10,145 Est. Cost $125.19 Unrealized +21.9%
SHOP Shopify Inc 0.5%
Value ($000) $1,472 Shares 1,086 Est. Cost $77.25 Unrealized +94.0%
DIS Walt Disney Co/The 0.5%
Value ($000) $1,470 Shares 8,687 Est. Cost $115.95 Unrealized +50.2%
AMAT Applied Materials In c 0.5%
Value ($000) $1,460 Shares 11,343 Est. Cost $107.25 Unrealized +21.8%
FICO Fair Isaac Corp 0.5%
Value ($000) $1,447 Shares 3,637 Est. Cost $397.11 Unrealized +19.8%
DIV GlobalX US Super Div idend ETF 0.5%
Value ($000) $1,430 Shares 73,622 Est. Cost $17.05 Unrealized
GLOBAL X SUPERDIVIDE ND ETF 0.4%
Value ($000) $1,377 Shares 104,084 Est. Cost $13.11 Unrealized
GHYB GOLDMAN SACHS ACCESS HY CORP ETF 0.4%
Value ($000) $1,373 Shares 27,396 Est. Cost $49.14 Unrealized
UPS United Parcel Service Inc 0.3%
Value ($000) $978 Shares 5,371 Est. Cost $162.74 Unrealized 0.0%
IWM iShares Russell 2000 ETF 0.2%
Value ($000) $662 Shares 3,028 Est. Cost $215.81 Unrealized
STIP ISHARES 0-5 TIPS ETF 0.2%
Value ($000) $569 Shares 5,391 Est. Cost $106.29 Unrealized
XOP SPDR OIL & GAS EXP & ETF 0.1%
Value ($000) $251 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) $213 Shares 1,297 Est. Cost $165.00 Unrealized
JNK SPDR Bloomberg Barclays High Yield Bond 0.1%
Value ($000) $198 Shares 1,808 Est. Cost $109.51 Unrealized