Cavalier Investments, LLC Diversified Active

CIK: 0001655543 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 4, 2022

Total Value ($000): $285,989 (100.0% shares, 0.0% debt)

Holdings (97)

DBC Invesco DB Commodity Index Tracking Fund 5.9%
Value ($000) $16,877 Shares 633,506 Est. Cost $20.05 Unrealized
SPY SPDR S&P 500 ETF Tru st 5.5%
Value ($000) $15,617 Shares 41,398 Est. Cost $425.48 Unrealized
DBA INVESCO AGRICULTURE 4.2%
Value ($000) $12,110 Shares 594,203 Est. Cost $19.03 Unrealized
USHY ISHARES BROAD USD HIGH YIELD 4.1%
Value ($000) $11,754 Shares 339,515 Est. Cost $35.56 Unrealized
QQQ Invesco QQQ Trust Se ries 1 4.0%
Value ($000) $11,382 Shares 40,610 Est. Cost $281.12 Unrealized
X-LINKS GOLD SHRS 3.4%
Value ($000) $9,638 Shares 1,232,543 Est. Cost $8.63 Unrealized
SMH VanEck Vectors Semic onductor ETF 3.2%
Value ($000) $9,220 Shares 45,255 Est. Cost $200.06 Unrealized
EFA ISHARE MSCI EAFE ETF 3.2%
Value ($000) $9,191 Shares 147,076 Est. Cost $74.82 Unrealized
RSPT Invesco S&P 500 EQUAL WEIGHT 3.0%
Value ($000) $8,518 Shares 36,044 Est. Cost $274.98 Unrealized
XYLD Global X S&P 500 Cov ered Call ETF 2.9%
Value ($000) $8,260 Shares 193,531 Est. Cost $48.81 Unrealized
QYLD GLOBAL X NASD 100 2.6%
Value ($000) $7,571 Shares 433,397 Est. Cost $21.25 Unrealized
KRE SPDR S&P Regional Ba nking ETF 2.5%
Value ($000) $7,075 Shares 121,799 Est. Cost $56.72 Unrealized
SKYY FIRST TRUST CLOUD COMPUTING ETF 2.5%
Value ($000) $7,012 Shares 106,403 Est. Cost $76.78 Unrealized
LIT Global X Lithium & Battery Tech ETF 2.1%
Value ($000) $6,008 Shares 82,733 Est. Cost $69.47 Unrealized
TLT iShares 20 Year Tre asury Bond ETF 2.1%
Value ($000) $5,915 Shares 51,492 Est. Cost $114.87 Unrealized
IVV iShares Core S&P 500 ETF 2.0%
Value ($000) $5,697 Shares 15,025 Est. Cost $339.29 Unrealized
VNM VANECK VIETNAM ETF 2.0%
Value ($000) $5,590 Shares 388,189 Est. Cost $20.42 Unrealized
PTH Invesco DWA Healthca re Momentum ETF 1.9%
Value ($000) $5,536 Shares 48,237 Est. Cost $156.93 Unrealized
IAI iShares U.S. Broker- Dealers & Securities 1.8%
Value ($000) $5,053 Shares 60,173 Est. Cost $84.42 Unrealized
SPYV SPDR PORT S&P 500 1.8%
Value ($000) $5,016 Shares 136,230 Est. Cost $41.93 Unrealized
VAW Vanguard Materials ETF 1.7%
Value ($000) $4,970 Shares 31,020 Est. Cost $182.99 Unrealized
ETFMG PRIME MOBILE PAYMENTS 1.7%
Value ($000) $4,816 Shares 123,088 Est. Cost $53.28 Unrealized
EWT ISHARES MSCI TAIWAN ETF 1.6%
Value ($000) $4,482 Shares 88,889 Est. Cost $61.44 Unrealized
KCE SPDR S&P CAPITAL MARKETS ETF 1.5%
Value ($000) $4,261 Shares 58,428 Est. Cost $86.93 Unrealized
IHI iShares U.S. Medical Devices ETF 1.5%
Value ($000) $4,149 Shares 82,259 Est. Cost $83.57 Unrealized
VFH Vanguard Financials ETF 1.4%
Value ($000) $4,146 Shares 53,711 Est. Cost $91.74 Unrealized
SPIP SPDR Portfolio TIPS ETF 1.3%
Value ($000) $3,820 Shares 138,818 Est. Cost $31.38 Unrealized
IJH iShares Core S&P Mid -Cap ETF 1.3%
Value ($000) $3,782 Shares 16,718 Est. Cost $247.83 Unrealized
X-Links Crude Oil Sh ares Covered Call ET 1.3%
Value ($000) $3,650 Shares 712,901 Est. Cost $5.29 Unrealized
USMV iShares Edge MSCI Mi n Vol USA ETF 1.2%
Value ($000) $3,574 Shares 50,908 Est. Cost $66.06 Unrealized
CWB SPDR Bloomberg Barcl ays Convertible Secu 1.2%
Value ($000) $3,338 Shares 51,708 Est. Cost $82.92 Unrealized
MICROSECTORS FANG INDEX 3X 1.1%
Value ($000) $3,095 Shares 404,552 Est. Cost $7.65 Unrealized
IBUY AMPLIFY ONLINE RETAIL ETF 1.0%
Value ($000) $2,801 Shares 66,827 Est. Cost $68.63 Unrealized
OGIG O'SHARES GLOBAL INTERNET ETF 0.8%
Value ($000) $2,428 Shares 89,689 Est. Cost $27.07 Unrealized
RYLD Global X Russell 200 0 Covered Call ETF 0.7%
Value ($000) $2,128 Shares 103,587 Est. Cost $24.06 Unrealized
IWM iShares Russell 2000 ETF 0.7%
Value ($000) $2,043 Shares 12,066 Est. Cost $213.54 Unrealized
FALN ISHARES U.S. FALLEN ANGLES 0.7%
Value ($000) $1,993 Shares 80,959 Est. Cost $24.62 Unrealized
MLPA GLOBAL X MLP ETF 0.7%
Value ($000) $1,892 Shares 51,328 Est. Cost $36.86 Unrealized
MSFT Microsoft Corp 0.6%
Value ($000) $1,672 Shares 6,510 Est. Cost $216.11 Unrealized +21.9%
XLF Financial Select Sec tor SPDR Fund 0.6%
Value ($000) $1,614 Shares 51,329 Est. Cost $32.72 Unrealized
XLE Energy Select Sector SPDR Fund 0.5%
Value ($000) $1,536 Shares 21,476 Est. Cost $54.89 Unrealized
NFLX Netflix Inc 0.5%
Value ($000) $1,326 Shares 7,583 Est. Cost $29.51 Unrealized -24.9%
INTU Intuit Inc 0.5%
Value ($000) $1,317 Shares 3,417 Est. Cost $386.86 Unrealized +4.6%
CRM salesforce.com Inc 0.5%
Value ($000) $1,308 Shares 7,927 Est. Cost $221.63 Unrealized -21.2%
EWO ISHARES MSCI AUSTRIA 0.4%
Value ($000) $1,251 Shares 69,272 Est. Cost $24.13 Unrealized
COST Costco Wholesale Cor p 0.4%
Value ($000) $1,075 Shares 2,243 Est. Cost $418.22 Unrealized +15.9%
LLY Eli Lilly & Co 0.4%
Value ($000) $1,066 Shares 3,287 Est. Cost $236.66 Unrealized +22.9%
UNH UnitedHealth Group I nc 0.4%
Value ($000) $1,062 Shares 2,067 Est. Cost $277.58 Unrealized +69.7%
ZTS Zoetis Inc 0.4%
Value ($000) $1,048 Shares 6,095 Est. Cost $107.41 Unrealized +55.3%
UPS United Parcel Servic e Inc 0.4%
Value ($000) $1,039 Shares 5,691 Est. Cost $164.59 Unrealized -6.8%
DHR Danaher Corp 0.4%
Value ($000) $1,030 Shares 4,064 Est. Cost $154.02 Unrealized +46.9%
FTNT Fortinet Inc 0.4%
Value ($000) $1,018 Shares 17,986 Est. Cost $48.73 Unrealized +21.9%
EL Estee Lauder Cos Inc /The 0.4%
Value ($000) $1,016 Shares 3,989 Est. Cost $305.30 Unrealized -21.9%
ACN Accenture PLC 0.4%
Value ($000) $1,011 Shares 3,641 Est. Cost $199.35 Unrealized +42.8%
SPGI S&P Global Inc 0.3%
Value ($000) $998 Shares 2,960 Est. Cost $299.92 Unrealized +15.2%
KO Coca-Cola Co/The 0.3%
Value ($000) $990 Shares 15,741 Est. Cost $48.79 Unrealized +16.3%
TMO Thermo Fisher Scient ific Inc 0.3%
Value ($000) $975 Shares 1,794 Est. Cost $542.36 Unrealized +0.4%
AMT American Tower Corp 0.3%
Value ($000) $970 Shares 3,794 Est. Cost $248.67 Unrealized -10.6%
NOW ServiceNow Inc 0.3%
Value ($000) $964 Shares 2,027 Est. Cost $60.39 Unrealized +57.8%
V Visa Inc 0.3%
Value ($000) $955 Shares 4,848 Est. Cost $195.68 Unrealized +2.8%
PG Procter & Gamble Co/ The 0.3%
Value ($000) $953 Shares 6,631 Est. Cost $127.26 Unrealized +7.9%
LMT Lockheed Martin Corp 0.3%
Value ($000) $946 Shares 2,200 Est. Cost $320.77 Unrealized +24.0%
GOOG Alphabet Inc 0.3%
Value ($000) $941 Shares 430 Est. Cost $77.16 Unrealized +52.0%
AAPL Apple Inc 0.3%
Value ($000) $936 Shares 6,846 Est. Cost $99.61 Unrealized +49.2%
ABT Abbott Laboratories 0.3%
Value ($000) $931 Shares 8,565 Est. Cost $101.39 Unrealized +4.6%
HD Home Depot Inc/The 0.3%
Value ($000) $931 Shares 3,395 Est. Cost $216.32 Unrealized +24.4%
SBUX Starbucks Corp 0.3%
Value ($000) $879 Shares 11,511 Est. Cost $89.83 Unrealized -21.7%
Lam Research Corp 0.3%
Value ($000) $862 Shares 2,022 Est. Cost $569.15 Unrealized
NKE NIKE Inc 0.3%
Value ($000) $854 Shares 8,355 Est. Cost $125.19 Unrealized -11.1%
MSCI MSCI Inc 0.3%
Value ($000) $842 Shares 2,043 Est. Cost $322.36 Unrealized +29.6%
DIS Walt Disney Co/The 0.3%
Value ($000) $842 Shares 8,920 Est. Cost $120.23 Unrealized -9.8%
FICO Fair Isaac Corp 0.3%
Value ($000) $841 Shares 2,098 Est. Cost $397.10 Unrealized -0.7%
BKNG Booking Holdings Inc 0.3%
Value ($000) $834 Shares 477 Est. Cost $2206.84 Unrealized -4.9%
AMZN Amazon.com Inc 0.3%
Value ($000) $823 Shares 7,752 Est. Cost $127.12 Unrealized -1.6%
AMAT Applied Materials In c 0.3%
Value ($000) $787 Shares 8,645 Est. Cost $107.25 Unrealized -1.1%
UPRO ProShares UltraPro S &P 500 0.3%
Value ($000) $776 Shares 22,243 Est. Cost $34.89 Unrealized
SHOP Shopify Inc 0.3%
Value ($000) $753 Shares 24,091 Est. Cost $44.15 Unrealized -3.3%
XOP SPDR OIL & GAS EXP & ETF 0.3%
Value ($000) $737 Shares 6,168 Est. Cost $112.53 Unrealized
SPYG SPDR Portfolio S&P 5 00 Growth ETF 0.3%
Value ($000) $727 Shares 13,900 Est. Cost $63.50 Unrealized
NVDA NVIDIA Corp 0.2%
Value ($000) $706 Shares 4,655 Est. Cost $27.46 Unrealized -31.4%
OIH VanEck Oil Services ETF 0.2%
Value ($000) $705 Shares 3,029 Est. Cost $282.63 Unrealized
MCO Moody's Corp 0.2%
Value ($000) $692 Shares 2,544 Est. Cost $372.33 Unrealized -22.1%
SLV iShares Silver Trust 0.2%
Value ($000) $685 Shares 36,767 Est. Cost $22.88 Unrealized
TTD Trade Desk Inc The Class A 0.2%
Value ($000) $681 Shares 16,252 Est. Cost $61.43 Unrealized -10.8%
META META PLATFORMS INC. 0.2%
Value ($000) $664 Shares 4,115 Est. Cost $254.49 Unrealized -24.7%
GLD SPDR Gold Shares 0.2%
Value ($000) $645 Shares 3,830 Est. Cost $173.22 Unrealized
ORCL Oracle Corp 0.2%
Value ($000) $639 Shares 9,141 Est. Cost $87.76 Unrealized -20.4%
RJF Raymond James Financ ial Inc 0.2%
Value ($000) $576 Shares 6,439 Est. Cost $93.40 Unrealized -0.7%
ADBE Adobe Systems Inc 0.2%
Value ($000) $554 Shares 1,514 Est. Cost $628.90 Unrealized -35.3%
AMP Ameriprise Financial Inc 0.2%
Value ($000) $525 Shares 2,207 Est. Cost $278.45 Unrealized -8.8%
SCHW Charles Schwab Corp/ The 0.2%
Value ($000) $510 Shares 8,077 Est. Cost $76.84 Unrealized -14.7%
ALGN Align Technology Inc 0.2%
Value ($000) $486 Shares 2,055 Est. Cost $674.93 Unrealized -54.5%
BAC Bank of America Corp 0.2%
Value ($000) $443 Shares 14,221 Est. Cost $40.87 Unrealized -19.9%
TYL Tyler Technologies I nc 0.2%
Value ($000) $441 Shares 1,327 Est. Cost $512.22 Unrealized -28.5%
JPM JPMorgan Chase & Co 0.1%
Value ($000) $417 Shares 3,703 Est. Cost $146.98 Unrealized -23.1%
PYPL PayPal Holdings Inc 0.1%
Value ($000) $411 Shares 5,883 Est. Cost $167.76 Unrealized -48.4%
PAYC Paycom Software Inc 0.1%
Value ($000) $365 Shares 1,302 Est. Cost $454.48 Unrealized -36.4%