Cavalier Investments, LLC Diversified Active

CIK: 0001655543 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 4, 2022

Total Value ($000): $382,539 (100.0% shares, 0.0% debt)

Holdings (100)

DBC Invesco DB Commodity Index Tracking Fund 4.2%
Value ($000) $16,253 Shares 623,664 Est. Cost $19.94 Unrealized
SPY SPDR S&P 500 ETF Tru st 4.1%
Value ($000) $15,558 Shares 34,447 Est. Cost $435.22 Unrealized
DBA INVESCO AGRICULTURE 3.3%
Value ($000) $12,799 Shares 584,981 Est. Cost $19.00 Unrealized
XLK Technology Select Se ctor SPDR Fund 3.2%
Value ($000) $12,173 Shares 76,594 Est. Cost $101.87 Unrealized
XLF Financial Select Sec tor SPDR Fund 3.1%
Value ($000) $12,041 Shares 314,220 Est. Cost $32.72 Unrealized
SMH VanEck Vectors Semic onductor ETF 3.1%
Value ($000) $12,021 Shares 44,556 Est. Cost $200.00 Unrealized
EFA ISHARE MSCI EAFE ETF 2.8%
Value ($000) $10,656 Shares 144,782 Est. Cost $75.02 Unrealized
XHB SPDR S&P Homebuilder s ETF 2.8%
Value ($000) $10,549 Shares 166,919 Est. Cost $66.46 Unrealized
RSPT Invesco S&P 500 EQUAL WEIGHT 2.7%
Value ($000) $10,263 Shares 35,495 Est. Cost $275.58 Unrealized
X-LINKS GOLD SHRS 2.5%
Value ($000) $9,730 Shares 1,143,361 Est. Cost $8.69 Unrealized
SKYY FIRST TRUST CLOUD COMPUTING ETF 2.5%
Value ($000) $9,484 Shares 104,772 Est. Cost $76.95 Unrealized
SPIP SPDR Portfolio TIPS ETF 2.4%
Value ($000) $9,286 Shares 306,886 Est. Cost $31.38 Unrealized
XLI Industrial Select Se ctor SPDR Fund 2.4%
Value ($000) $9,265 Shares 89,970 Est. Cost $102.13 Unrealized
ProShares Short S&P5 00 2.2%
Value ($000) $8,471 Shares 601,202 Est. Cost $14.09 Unrealized
XYLD Global X S&P 500 Cov ered Call ETF 2.0%
Value ($000) $7,518 Shares 151,824 Est. Cost $50.49 Unrealized
IVV iShares Core S&P 500 ETF 2.0%
Value ($000) $7,504 Shares 16,539 Est. Cost $339.29 Unrealized
IJH iShares Core S&P Mid -Cap ETF 1.9%
Value ($000) $7,452 Shares 27,772 Est. Cost $247.83 Unrealized
VNM VANECK VIETNAM ETF 1.9%
Value ($000) $7,212 Shares 382,186 Est. Cost $20.51 Unrealized
XLE Energy Select Sector SPDR Fund 1.9%
Value ($000) $7,180 Shares 93,926 Est. Cost $54.89 Unrealized
QYLD GLOBAL X NASD 100 1.8%
Value ($000) $7,075 Shares 337,382 Est. Cost $22.32 Unrealized
PTH Invesco DWA Healthca re Momentum ETF 1.7%
Value ($000) $6,391 Shares 47,493 Est. Cost $157.59 Unrealized
SPYV SPDR PORT S&P 500 1.7%
Value ($000) $6,386 Shares 152,965 Est. Cost $41.93 Unrealized
ETFMG PRIME MOBILE PAYMENTS 1.7%
Value ($000) $6,316 Shares 121,179 Est. Cost $53.51 Unrealized
LIT Global X Lithium & Battery Tech ETF 1.6%
Value ($000) $6,270 Shares 81,455 Est. Cost $69.42 Unrealized
VAW Vanguard Materials ETF 1.5%
Value ($000) $5,923 Shares 30,523 Est. Cost $183.36 Unrealized
IAI iShares U.S. Broker- Dealers & Securities 1.5%
Value ($000) $5,916 Shares 59,234 Est. Cost $84.43 Unrealized
QQQ Invesco QQQ Trust Se ries 1 1.4%
Value ($000) $5,539 Shares 15,277 Est. Cost $282.53 Unrealized
KRE SPDR S&P Regional Ba nking ETF 1.4%
Value ($000) $5,527 Shares 80,212 Est. Cost $56.01 Unrealized
EWT ISHARES MSCI TAIWAN ETF 1.4%
Value ($000) $5,377 Shares 87,506 Est. Cost $61.61 Unrealized
XAR SPDR S&P AEROSPACE 1.4%
Value ($000) $5,360 Shares 42,993 Est. Cost $123.42 Unrealized
KCE SPDR S&P CAPITAL MARKETS ETF 1.4%
Value ($000) $5,337 Shares 58,428 Est. Cost $86.93 Unrealized
VFH Vanguard Financials ETF 1.3%
Value ($000) $4,938 Shares 52,877 Est. Cost $91.97 Unrealized
IHI iShares U.S. Medical Devices ETF 1.3%
Value ($000) $4,937 Shares 80,992 Est. Cost $84.09 Unrealized
XRT SPDR S&P Retail ETF 1.2%
Value ($000) $4,437 Shares 58,738 Est. Cost $93.47 Unrealized
IBUY AMPLIFY ONLINE RETAIL ETF 1.1%
Value ($000) $4,323 Shares 65,804 Est. Cost $69.04 Unrealized
USMV iShares Edge MSCI Mi n Vol USA ETF 1.1%
Value ($000) $4,173 Shares 53,794 Est. Cost $66.06 Unrealized
CWB SPDR Bloomberg Barcl ays Convertible Secu 1.0%
Value ($000) $3,917 Shares 50,904 Est. Cost $83.21 Unrealized
X-Links Crude Oil Sh ares Covered Call ET 0.9%
Value ($000) $3,617 Shares 661,323 Est. Cost $5.31 Unrealized
O'SHARES GLOBAL INTERNET ETF 0.9%
Value ($000) $3,323 Shares 88,320 Est. Cost $51.89 Unrealized
SPYG SPDR Portfolio S&P 5 00 Growth ETF 0.9%
Value ($000) $3,303 Shares 49,889 Est. Cost $63.50 Unrealized
XHS SPDR S&P HEALTH CARE ETF 0.8%
Value ($000) $3,101 Shares 30,602 Est. Cost $102.64 Unrealized
SJB ProShares Short High Yield 0.8%
Value ($000) $2,959 Shares 163,464 Est. Cost $18.10 Unrealized
USHY ISHARES BROAD USD HIGH YIELD 0.8%
Value ($000) $2,915 Shares 75,000 Est. Cost $38.87 Unrealized
IWM iShares Russell 2000 ETF 0.7%
Value ($000) $2,616 Shares 12,743 Est. Cost $213.54 Unrealized
RYLD Global X Russell 200 0 Covered Call ETF 0.6%
Value ($000) $2,288 Shares 96,107 Est. Cost $24.34 Unrealized
MSFT Microsoft Corp 0.6%
Value ($000) $2,201 Shares 7,140 Est. Cost $216.11 Unrealized +34.8%
CRM salesforce.com Inc 0.5%
Value ($000) $1,751 Shares 8,246 Est. Cost $221.63 Unrealized -4.1%
INTU Intuit Inc 0.5%
Value ($000) $1,730 Shares 3,597 Est. Cost $386.86 Unrealized +29.1%
LLY Eli Lilly & Co 0.4%
Value ($000) $1,620 Shares 5,657 Est. Cost $236.66 Unrealized +5.0%
LMT Lockheed Martin Corp 0.4%
Value ($000) $1,585 Shares 3,591 Est. Cost $320.77 Unrealized +13.8%
FTNT Fortinet Inc 0.4%
Value ($000) $1,558 Shares 4,558 Est. Cost $17.32 Unrealized +258.9%
COST Costco Wholesale Cor p 0.4%
Value ($000) $1,558 Shares 2,705 Est. Cost $418.22 Unrealized +19.8%
UNH UnitedHealth Group I nc 0.4%
Value ($000) $1,534 Shares 3,008 Est. Cost $277.58 Unrealized +62.5%
EWO ISHARES MSCI AUSTRIA 0.4%
Value ($000) $1,496 Shares 69,272 Est. Cost $24.13 Unrealized
AAPL Apple Inc 0.4%
Value ($000) $1,468 Shares 8,409 Est. Cost $99.61 Unrealized +65.5%
FICO Fair Isaac Corp 0.4%
Value ($000) $1,448 Shares 3,104 Est. Cost $397.10 Unrealized +18.9%
GOOG Alphabet Inc 0.4%
Value ($000) $1,433 Shares 513 Est. Cost $77.16 Unrealized +74.9%
UPS United Parcel Servic e Inc 0.4%
Value ($000) $1,413 Shares 6,588 Est. Cost $164.59 Unrealized +7.6%
NVDA NVIDIA Corp 0.4%
Value ($000) $1,395 Shares 5,114 Est. Cost $27.46 Unrealized -8.8%
KO Coca-Cola Co/The 0.4%
Value ($000) $1,394 Shares 22,482 Est. Cost $48.79 Unrealized +10.8%
AMZN Amazon.com Inc 0.4%
Value ($000) $1,376 Shares 422 Est. Cost $161.68 Unrealized -4.4%
V Visa Inc 0.4%
Value ($000) $1,357 Shares 6,120 Est. Cost $195.68 Unrealized +7.3%
AMAT Applied Materials In c 0.4%
Value ($000) $1,353 Shares 10,265 Est. Cost $107.25 Unrealized +23.9%
ABT Abbott Laboratories 0.4%
Value ($000) $1,346 Shares 11,371 Est. Cost $101.39 Unrealized +13.8%
ACN Accenture PLC 0.4%
Value ($000) $1,342 Shares 3,978 Est. Cost $199.35 Unrealized +59.8%
TMO Thermo Fisher Scient ific Inc 0.4%
Value ($000) $1,342 Shares 2,272 Est. Cost $542.36 Unrealized +4.8%
BKNG Booking Holdings Inc 0.3%
Value ($000) $1,327 Shares 565 Est. Cost $2206.84 Unrealized +4.1%
SPGI S&P Global Inc 0.3%
Value ($000) $1,325 Shares 3,231 Est. Cost $299.92 Unrealized +31.4%
PG Procter & Gamble Co/ The 0.3%
Value ($000) $1,324 Shares 8,667 Est. Cost $127.26 Unrealized +11.7%
DHR Danaher Corp 0.3%
Value ($000) $1,307 Shares 4,457 Est. Cost $154.02 Unrealized +59.5%
AMT American Tower Corp 0.3%
Value ($000) $1,267 Shares 5,045 Est. Cost $248.67 Unrealized -13.6%
ZTS Zoetis Inc 0.3%
Value ($000) $1,263 Shares 6,696 Est. Cost $107.41 Unrealized +77.2%
Lam Research Corp 0.3%
Value ($000) $1,241 Shares 2,308 Est. Cost $569.15 Unrealized
NOW ServiceNow Inc 0.3%
Value ($000) $1,239 Shares 2,225 Est. Cost $60.39 Unrealized +85.5%
NKE NIKE Inc 0.3%
Value ($000) $1,236 Shares 9,184 Est. Cost $125.19 Unrealized +5.4%
TTD Trade Desk Inc The Class A 0.3%
Value ($000) $1,236 Shares 17,854 Est. Cost $61.43 Unrealized +17.6%
DIS Walt Disney Co/The 0.3%
Value ($000) $1,200 Shares 8,746 Est. Cost $120.46 Unrealized +17.2%
EL Estee Lauder Cos Inc /The 0.3%
Value ($000) $1,187 Shares 4,359 Est. Cost $305.30 Unrealized -7.6%
HD Home Depot Inc/The 0.3%
Value ($000) $1,172 Shares 3,914 Est. Cost $216.32 Unrealized +45.2%
SBUX Starbucks Corp 0.3%
Value ($000) $1,150 Shares 12,647 Est. Cost $89.83 Unrealized -4.3%
MSCI MSCI Inc 0.3%
Value ($000) $1,127 Shares 2,241 Est. Cost $322.36 Unrealized +54.0%
ADBE Adobe Systems Inc 0.3%
Value ($000) $1,053 Shares 2,311 Est. Cost $628.90 Unrealized -23.5%
META META PLATFORMS INC. 0.3%
Value ($000) $1,005 Shares 4,518 Est. Cost $254.49 Unrealized -2.5%
ALGN Align Technology Inc 0.3%
Value ($000) $982 Shares 2,253 Est. Cost $674.93 Unrealized -27.9%
MCO Moody's Corp 0.2%
Value ($000) $939 Shares 2,782 Est. Cost $372.33 Unrealized -12.7%
OIH VanEck Oil Services ETF 0.2%
Value ($000) $903 Shares 3,195 Est. Cost $282.63 Unrealized
SLV iShares Silver Trust 0.2%
Value ($000) $889 Shares 38,856 Est. Cost $22.88 Unrealized
NFLX Netflix Inc 0.2%
Value ($000) $876 Shares 2,338 Est. Cost $45.98 Unrealized -9.5%
XOP SPDR OIL & GAS EXP & ETF 0.2%
Value ($000) $876 Shares 6,513 Est. Cost $112.53 Unrealized
PYPL PayPal Holdings Inc 0.2%
Value ($000) $746 Shares 6,451 Est. Cost $167.76 Unrealized -20.9%
ORCL Oracle Corp 0.2%
Value ($000) $745 Shares 9,004 Est. Cost $88.03 Unrealized -12.6%
GLD SPDR Gold Shares 0.2%
Value ($000) $730 Shares 4,040 Est. Cost $173.22 Unrealized
RJF Raymond James Financ ial Inc 0.2%
Value ($000) $700 Shares 6,370 Est. Cost $93.41 Unrealized +7.0%
SHOP Shopify Inc 0.2%
Value ($000) $681 Shares 1,008 Est. Cost $77.25 Unrealized +6.3%
SCHW Charles Schwab Corp/ The 0.2%
Value ($000) $671 Shares 7,957 Est. Cost $77.01 Unrealized +8.3%
AMP Ameriprise Financial Inc 0.2%
Value ($000) $654 Shares 2,177 Est. Cost $278.79 Unrealized +2.4%
TYL Tyler Technologies I nc 0.2%
Value ($000) $584 Shares 1,312 Est. Cost $513.89 Unrealized -12.5%
BAC Bank of America Corp 0.2%
Value ($000) $577 Shares 13,996 Est. Cost $41.00 Unrealized -0.4%
JPM JPMorgan Chase & Co 0.1%
Value ($000) $502 Shares 3,679 Est. Cost $146.98 Unrealized -9.1%
PAYC Paycom Software Inc 0.1%
Value ($000) $446 Shares 1,287 Est. Cost $456.40 Unrealized -28.0%