Cavalier Investments, LLC Diversified Active

Location: Alpharetta, GA

CIK: 0001655543 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 14, 2025

Total Value: $1.219B (100.0% shares, 0.0% debt)

Holdings (98)

SPY SPDR S&P 500 ETF TR 26.9%
Value $328M Shares 4,924 Est. Cost $549.61 Unrealized
SMH VANECK ETF TRUST 6.9%
Value $84.63M Shares 2,593 Est. Cost $203.47 Unrealized
TSLA TESLA INC 6.4%
Value $77.83M Shares 1,750 Est. Cost $333.63 Unrealized +4.0%
QQQ INVESCO QQQ TR 6.2%
Value $75.05M Shares 1,250 Est. Cost $452.01 Unrealized
GLD SPDR GOLD TR 4.4%
Value $53.32M Shares 1,500 Est. Cost $170.32 Unrealized
NVDA NVIDIA CORPORATION 3.8%
Value $46.65M Shares 2,500 Est. Cost Unrealized
XLC SELECT SECTOR SPDR TR 2.4%
Value $29.59M Shares 2,500 Est. Cost $104.52 Unrealized
META META PLATFORMS INC 2.4%
Value $29.38M Shares 400 Est. Cost $620.64 Unrealized +19.8%
TSLA TESLA INC 2.4%
Value $28.91M Shares 650 Est. Cost $333.63 Unrealized +4.0%
SPY SPDR S&P 500 ETF TR 2.0%
Value $24.05M Shares 37,158 Est. Cost $549.61 Unrealized
XLC SELECT SECTOR SPDR TR 1.9%
Value $23.67M Shares 2,000 Est. Cost $104.52 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 1.9%
Value $22.8M Shares 1,250 Est. Cost $90.13 Unrealized +79.8%
SPYG SPDR SERIES TRUST 1.7%
Value $20.9M Shares 2,000 Est. Cost $95.32 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 1.5%
Value $18.24M Shares 1,000 Est. Cost $90.13 Unrealized +79.8%
XLC SELECT SECTOR SPDR TR 1.4%
Value $17.66M Shares 163,273 Est. Cost $104.52 Unrealized
SMH VANECK ETF TRUST 1.2%
Value $14.72M Shares 451 Est. Cost $203.47 Unrealized
SMH VANECK ETF TRUST 1.2%
Value $14.07M Shares 48,390 Est. Cost $203.47 Unrealized
MSFT MICROSOFT CORP 1.1%
Value $13.3M Shares 27,671 Est. Cost $391.46 Unrealized +30.0%
IWM ISHARES TR 1.1%
Value $12.97M Shares 59,935 Est. Cost $214.79 Unrealized
META META PLATFORMS INC 0.9%
Value $11.51M Shares 16,427 Est. Cost $620.64 Unrealized +19.8%
TSLA TESLA INC 0.9%
Value $11.45M Shares 36,282 Est. Cost $333.63 Unrealized +4.0%
XLF SELECT SECTOR SPDR TR 0.9%
Value $10.77M Shares 2,000 Est. Cost $44.92 Unrealized
QQQ INVESCO QQQ TR 0.8%
Value $10.07M Shares 19,058 Est. Cost $452.01 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.8%
Value $9.763M Shares 1,000 Est. Cost $84.38 Unrealized +22.7%
NVDA NVIDIA CORPORATION 0.8%
Value $9.329M Shares 500 Est. Cost Unrealized
GLD SPDR GOLD TR 0.7%
Value $8.887M Shares 250 Est. Cost $170.32 Unrealized
JPM JPMORGAN CHASE & CO. 0.7%
Value $8.745M Shares 35,546 Est. Cost $240.67 Unrealized +23.0%
NEM NEWMONT CORP 0.7%
Value $8.431M Shares 1,000 Est. Cost Unrealized
AVGO BROADCOM INC 0.7%
Value $8.248M Shares 250 Est. Cost $206.86 Unrealized +47.8%
AVGO BROADCOM INC 0.7%
Value $8.248M Shares 250 Est. Cost $206.86 Unrealized +47.8%
BSX BOSTON SCIENTIFIC CORP 0.6%
Value $7.715M Shares 75,388 Est. Cost $84.38 Unrealized +22.7%
GE GE AEROSPACE 0.6%
Value $7.521M Shares 250 Est. Cost $263.93 Unrealized +3.3%
GE GE AEROSPACE 0.6%
Value $7.521M Shares 250 Est. Cost $263.93 Unrealized +3.3%
TLT ISHARES TR 0.6%
Value $7.384M Shares 82,621 Est. Cost $91.60 Unrealized
GE GE AEROSPACE 0.6%
Value $7.269M Shares 27,229 Est. Cost $263.93 Unrealized +3.3%
TLT ISHARES TR 0.6%
Value $7.15M Shares 800 Est. Cost $91.60 Unrealized
VFH VANGUARD WORLD FD 0.6%
Value $6.962M Shares 70,912 Est. Cost $93.46 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.6%
Value $6.75M Shares 47,910 Est. Cost $90.13 Unrealized +79.8%
XLF SELECT SECTOR SPDR TR 0.6%
Value $6.717M Shares 146,423 Est. Cost $44.92 Unrealized
IGLD FIRST TR EXCHANGE-TRADED FD 0.5%
Value $5.634M Shares 235,347 Est. Cost $23.94 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.4%
Value $5.226M Shares 68,648 Est. Cost $77.43 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.4%
Value $4.881M Shares 500 Est. Cost $84.38 Unrealized +22.7%
NEM NEWMONT CORP 0.3%
Value $4.215M Shares 500 Est. Cost Unrealized
SPYG SPDR SERIES TRUST 0.3%
Value $4.048M Shares 38,734 Est. Cost $95.32 Unrealized
MSTR STRATEGY INC 0.3%
Value $3.746M Shares 11,627 Est. Cost $371.01 Unrealized 0.0%
MSTR STRATEGY INC 0.3%
Value $3.512M Shares 109 Est. Cost $371.01 Unrealized 0.0%
MSTR STRATEGY INC 0.3%
Value $3.383M Shares 105 Est. Cost $371.01 Unrealized 0.0%
CEG CONSTELLATION ENERGY CORP 0.3%
Value $3.291M Shares 100 Est. Cost $236.58 Unrealized +36.2%
CEG CONSTELLATION ENERGY CORP 0.3%
Value $3.291M Shares 100 Est. Cost $236.58 Unrealized +36.2%
IBIT ISHARES BITCOIN TRUST ETF 0.3%
Value $3.185M Shares 490 Est. Cost $65.00 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.3%
Value $3.185M Shares 490 Est. Cost $65.00 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.3%
Value $3.185M Shares 49,000 Est. Cost $65.00 Unrealized
XNTK SPDR SERIES TRUST 0.2%
Value $3.008M Shares 11,050 Est. Cost $191.81 Unrealized
GDX VANECK ETF TRUST 0.2%
Value $2.915M Shares 38,156 Est. Cost $59.12 Unrealized
VRSK VERISK ANALYTICS INC 0.2%
Value $2.913M Shares 13,497 Est. Cost $219.46 Unrealized +24.6%
VRTX VERTEX PHARMACEUTICALS INC 0.2%
Value $2.79M Shares 7,807 Est. Cost $359.65 Unrealized +16.2%
QQQ INVESCO QQQ TR 0.2%
Value $2.762M Shares 46 Est. Cost $452.01 Unrealized
XLY SELECT SECTOR SPDR TR 0.2%
Value $2.414M Shares 10,073 Est. Cost $217.33 Unrealized
CEG CONSTELLATION ENERGY CORP 0.2%
Value $2.359M Shares 11,915 Est. Cost $236.58 Unrealized +36.2%
KCE SPDR SERIES TRUST 0.2%
Value $2.291M Shares 26,328 Est. Cost $86.93 Unrealized
XLK SELECT SECTOR SPDR TR 0.2%
Value $2.257M Shares 9,942 Est. Cost $168.49 Unrealized
BMI BADGER METER INC 0.2%
Value $2.246M Shares 13,806 Est. Cost $147.13 Unrealized +33.2%
T AT&T INC 0.2%
Value $2.209M Shares 128,211 Est. Cost $14.63 Unrealized +91.9%
CPRT COPART INC 0.2%
Value $2.203M Shares 53,545 Est. Cost $44.76 Unrealized +5.3%
ZETA ZETA GLOBAL HOLDINGS CORP 0.2%
Value $2.079M Shares 104,856 Est. Cost $17.87 Unrealized +0.5%
SPMD SPDR SERIES TRUST 0.2%
Value $2.062M Shares 36,063 Est. Cost $45.89 Unrealized
NVO NOVO-NORDISK A S 0.2%
Value $2.005M Shares 41,537 Est. Cost $88.72 Unrealized
FTDR FRONTDOOR INC 0.1%
Value $1.755M Shares 31,706 Est. Cost $51.44 Unrealized +18.3%
XAR SPDR SERIES TRUST 0.1%
Value $1.729M Shares 13,804 Est. Cost $93.14 Unrealized
EPOL ISHARES TR 0.1%
Value $1.559M Shares 52,816 Est. Cost $32.12 Unrealized
CBOE CBOE GLOBAL MKTS INC 0.1%
Value $1.54M Shares 9,948 Est. Cost $148.40 Unrealized +61.9%
TDG TRANSDIGM GROUP INC 0.1%
Value $1.492M Shares 2,015 Est. Cost $746.35 Unrealized +82.9%
EWO ISHARES INC 0.1%
Value $1.401M Shares 50,000 Est. Cost $29.40 Unrealized
HWM HOWMET AEROSPACE INC 0.1%
Value $1.286M Shares 27,005 Est. Cost $121.62 Unrealized +49.7%
UVIX VS TRUST 0.1%
Value $1.225M Shares 123,338 Est. Cost $9.93 Unrealized
ARGT GLOBAL X FDS 0.1%
Value $1.194M Shares 24,021 Est. Cost $49.21 Unrealized
AMP AMERIPRISE FINL INC 0.1%
Value $956K Shares 2,787 Est. Cost $315.91 Unrealized +61.5%
IESC IES HLDGS INC 0.1%
Value $916K Shares 5,812 Est. Cost $172.44 Unrealized +99.6%
TYL TYLER TECHNOLOGIES INC 0.1%
Value $847K Shares 1,617 Est. Cost $501.38 Unrealized +12.0%
VST VISTRA CORP 0.1%
Value $810K Shares 4,948 Est. Cost $148.62 Unrealized +33.0%
LLY ELI LILLY & CO 0.1%
Value $802K Shares 966 Est. Cost $813.65 Unrealized -8.8%
AROC ARCHROCK INC 0.1%
Value $756K Shares 33,696 Est. Cost $19.58 Unrealized +20.9%
BKNG BOOKING HOLDINGS INC 0.1%
Value $754K Shares 296 Est. Cost $3136.36 Unrealized +77.4%
ECL ECOLAB INC 0.1%
Value $753K Shares 3,835 Est. Cost $182.68 Unrealized +48.0%
AMZN AMAZON COM INC 0.1%
Value $660K Shares 3,684 Est. Cost $185.99 Unrealized +21.7%
WINA WINMARK CORP 0.1%
Value $645K Shares 1,779 Est. Cost $347.31 Unrealized +23.6%
GLD SPDR GOLD TR 0.0%
Value $589K Shares 1,656 Est. Cost $170.32 Unrealized
AAPL APPLE INC 0.0%
Value $554K Shares 3,323 Est. Cost $189.12 Unrealized +19.3%
SLV ISHARES SILVER TR 0.0%
Value $502K Shares 11,846 Est. Cost $22.81 Unrealized
COLO GLOBAL X FDS 0.0%
Value $495K Shares 16,844 Est. Cost $28.87 Unrealized
GOOY TIDAL TRUST II 0.0%
Value $440K Shares 31,077 Est. Cost $13.55 Unrealized
APLY TIDAL TRUST II 0.0%
Value $377K Shares 27,672 Est. Cost $15.72 Unrealized
NVDY TIDAL TRUST II 0.0%
Value $372K Shares 22,124 Est. Cost $18.41 Unrealized
MSFO TIDAL TRUST II 0.0%
Value $371K Shares 21,269 Est. Cost $17.05 Unrealized
FBY TIDAL TRUST II 0.0%
Value $352K Shares 22,416 Est. Cost $17.07 Unrealized
AMZY TIDAL TRUST II 0.0%
Value $336K Shares 23,622 Est. Cost $16.47 Unrealized
VRT VERTIV HOLDINGS CO 0.0%
Value $221K Shares 2,496 Est. Cost $98.95 Unrealized +34.7%
RGTI RIGETTI COMPUTING INC 0.0%
Value $220K Shares 25,989 Est. Cost $10.55 Unrealized +66.2%