Cavalier Investments, LLC Diversified Active

CIK: 0001655543 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 14, 2025

Total Value ($000): $1,219,412 (100.0% shares, 0.0% debt)

Holdings (98)

SPY SPDR S&P 500 ETF TR 26.9%
Value ($000) $328,027 Shares 4,924 Est. Cost $549.61 Unrealized
SMH VANECK ETF TRUST 6.9%
Value ($000) $84,625 Shares 2,593 Est. Cost $203.47 Unrealized
TSLA TESLA INC 6.4%
Value ($000) $77,826 Shares 1,750 Est. Cost $333.63 Unrealized +4.0%
QQQ INVESCO QQQ TR 6.2%
Value ($000) $75,046 Shares 1,250 Est. Cost $452.01 Unrealized
GLD SPDR GOLD TR 4.4%
Value ($000) $53,321 Shares 1,500 Est. Cost $170.32 Unrealized
NVDA NVIDIA CORPORATION 3.8%
Value ($000) $46,645 Shares 2,500 Est. Cost Unrealized
XLC SELECT SECTOR SPDR TR 2.4%
Value ($000) $29,593 Shares 2,500 Est. Cost $104.52 Unrealized
META META PLATFORMS INC 2.4%
Value ($000) $29,375 Shares 400 Est. Cost $620.64 Unrealized +19.8%
TSLA TESLA INC 2.4%
Value ($000) $28,907 Shares 650 Est. Cost $333.63 Unrealized +4.0%
SPY SPDR S&P 500 ETF TR 2.0%
Value ($000) $24,054 Shares 37,158 Est. Cost $549.61 Unrealized
XLC SELECT SECTOR SPDR TR 1.9%
Value ($000) $23,674 Shares 2,000 Est. Cost $104.52 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 1.9%
Value ($000) $22,803 Shares 1,250 Est. Cost $90.13 Unrealized +79.8%
SPYG SPDR SERIES TRUST 1.7%
Value ($000) $20,902 Shares 2,000 Est. Cost $95.32 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 1.5%
Value ($000) $18,242 Shares 1,000 Est. Cost $90.13 Unrealized +79.8%
XLC SELECT SECTOR SPDR TR 1.4%
Value ($000) $17,665 Shares 163,273 Est. Cost $104.52 Unrealized
SMH VANECK ETF TRUST 1.2%
Value ($000) $14,719 Shares 451 Est. Cost $203.47 Unrealized
SMH VANECK ETF TRUST 1.2%
Value ($000) $14,074 Shares 48,390 Est. Cost $203.47 Unrealized
MSFT MICROSOFT CORP 1.1%
Value ($000) $13,302 Shares 27,671 Est. Cost $391.46 Unrealized +30.0%
IWM ISHARES TR 1.1%
Value ($000) $12,969 Shares 59,935 Est. Cost $214.79 Unrealized
META META PLATFORMS INC 0.9%
Value ($000) $11,513 Shares 16,427 Est. Cost $620.64 Unrealized +19.8%
TSLA TESLA INC 0.9%
Value ($000) $11,451 Shares 36,282 Est. Cost $333.63 Unrealized +4.0%
XLF SELECT SECTOR SPDR TR 0.9%
Value ($000) $10,774 Shares 2,000 Est. Cost $44.92 Unrealized
QQQ INVESCO QQQ TR 0.8%
Value ($000) $10,066 Shares 19,058 Est. Cost $452.01 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.8%
Value ($000) $9,763 Shares 1,000 Est. Cost $84.38 Unrealized +22.7%
NVDA NVIDIA CORPORATION 0.8%
Value ($000) $9,329 Shares 500 Est. Cost Unrealized
GLD SPDR GOLD TR 0.7%
Value ($000) $8,887 Shares 250 Est. Cost $170.32 Unrealized
JPM JPMORGAN CHASE & CO. 0.7%
Value ($000) $8,745 Shares 35,546 Est. Cost $240.67 Unrealized +23.0%
NEM NEWMONT CORP 0.7%
Value ($000) $8,431 Shares 1,000 Est. Cost Unrealized
AVGO BROADCOM INC 0.7%
Value ($000) $8,248 Shares 250 Est. Cost $206.86 Unrealized +47.8%
AVGO BROADCOM INC 0.7%
Value ($000) $8,248 Shares 250 Est. Cost $206.86 Unrealized +47.8%
BSX BOSTON SCIENTIFIC CORP 0.6%
Value ($000) $7,715 Shares 75,388 Est. Cost $84.38 Unrealized +22.7%
GE GE AEROSPACE 0.6%
Value ($000) $7,521 Shares 250 Est. Cost $263.93 Unrealized +3.3%
GE GE AEROSPACE 0.6%
Value ($000) $7,521 Shares 250 Est. Cost $263.93 Unrealized +3.3%
TLT ISHARES TR 0.6%
Value ($000) $7,384 Shares 82,621 Est. Cost $91.60 Unrealized
GE GE AEROSPACE 0.6%
Value ($000) $7,269 Shares 27,229 Est. Cost $263.93 Unrealized +3.3%
TLT ISHARES TR 0.6%
Value ($000) $7,150 Shares 800 Est. Cost $91.60 Unrealized
VFH VANGUARD WORLD FD 0.6%
Value ($000) $6,962 Shares 70,912 Est. Cost $93.46 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.6%
Value ($000) $6,750 Shares 47,910 Est. Cost $90.13 Unrealized +79.8%
XLF SELECT SECTOR SPDR TR 0.6%
Value ($000) $6,717 Shares 146,423 Est. Cost $44.92 Unrealized
IGLD FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $5,634 Shares 235,347 Est. Cost $23.94 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $5,226 Shares 68,648 Est. Cost $77.43 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.4%
Value ($000) $4,882 Shares 500 Est. Cost $84.38 Unrealized +22.7%
NEM NEWMONT CORP 0.3%
Value ($000) $4,216 Shares 500 Est. Cost Unrealized
SPYG SPDR SERIES TRUST 0.3%
Value ($000) $4,048 Shares 38,734 Est. Cost $95.32 Unrealized
MSTR STRATEGY INC 0.3%
Value ($000) $3,746 Shares 11,627 Est. Cost $371.01 Unrealized 0.0%
MSTR STRATEGY INC 0.3%
Value ($000) $3,512 Shares 109 Est. Cost $371.01 Unrealized 0.0%
MSTR STRATEGY INC 0.3%
Value ($000) $3,383 Shares 105 Est. Cost $371.01 Unrealized 0.0%
CEG CONSTELLATION ENERGY CORP 0.3%
Value ($000) $3,291 Shares 100 Est. Cost $236.58 Unrealized +36.2%
CEG CONSTELLATION ENERGY CORP 0.3%
Value ($000) $3,291 Shares 100 Est. Cost $236.58 Unrealized +36.2%
IBIT ISHARES BITCOIN TRUST ETF 0.3%
Value ($000) $3,185 Shares 490 Est. Cost $65.00 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.3%
Value ($000) $3,185 Shares 490 Est. Cost $65.00 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.3%
Value ($000) $3,185 Shares 49,000 Est. Cost $65.00 Unrealized
XNTK SPDR SERIES TRUST 0.2%
Value ($000) $3,008 Shares 11,050 Est. Cost $191.81 Unrealized
GDX VANECK ETF TRUST 0.2%
Value ($000) $2,915 Shares 38,156 Est. Cost $59.12 Unrealized
VRSK VERISK ANALYTICS INC 0.2%
Value ($000) $2,913 Shares 13,497 Est. Cost $219.46 Unrealized +24.6%
VRTX VERTEX PHARMACEUTICALS INC 0.2%
Value ($000) $2,790 Shares 7,807 Est. Cost $359.65 Unrealized +16.2%
QQQ INVESCO QQQ TR 0.2%
Value ($000) $2,762 Shares 46 Est. Cost $452.01 Unrealized
XLY SELECT SECTOR SPDR TR 0.2%
Value ($000) $2,414 Shares 10,073 Est. Cost $217.33 Unrealized
CEG CONSTELLATION ENERGY CORP 0.2%
Value ($000) $2,359 Shares 11,915 Est. Cost $236.58 Unrealized +36.2%
KCE SPDR SERIES TRUST 0.2%
Value ($000) $2,291 Shares 26,328 Est. Cost $86.93 Unrealized
XLK SELECT SECTOR SPDR TR 0.2%
Value ($000) $2,257 Shares 9,942 Est. Cost $168.49 Unrealized
BMI BADGER METER INC 0.2%
Value ($000) $2,246 Shares 13,806 Est. Cost $147.13 Unrealized +33.2%
T AT&T INC 0.2%
Value ($000) $2,209 Shares 128,211 Est. Cost $14.63 Unrealized +91.9%
CPRT COPART INC 0.2%
Value ($000) $2,203 Shares 53,545 Est. Cost $44.76 Unrealized +5.3%
ZETA ZETA GLOBAL HOLDINGS CORP 0.2%
Value ($000) $2,079 Shares 104,856 Est. Cost $17.87 Unrealized +0.5%
SPMD SPDR SERIES TRUST 0.2%
Value ($000) $2,062 Shares 36,063 Est. Cost $45.89 Unrealized
NVO NOVO-NORDISK A S 0.2%
Value ($000) $2,005 Shares 41,537 Est. Cost $88.72 Unrealized
FTDR FRONTDOOR INC 0.1%
Value ($000) $1,755 Shares 31,706 Est. Cost $51.44 Unrealized +18.3%
XAR SPDR SERIES TRUST 0.1%
Value ($000) $1,729 Shares 13,804 Est. Cost $93.14 Unrealized
EPOL ISHARES TR 0.1%
Value ($000) $1,559 Shares 52,816 Est. Cost $32.12 Unrealized
CBOE CBOE GLOBAL MKTS INC 0.1%
Value ($000) $1,540 Shares 9,948 Est. Cost $148.40 Unrealized +61.9%
TDG TRANSDIGM GROUP INC 0.1%
Value ($000) $1,492 Shares 2,015 Est. Cost $746.35 Unrealized +82.9%
EWO ISHARES INC 0.1%
Value ($000) $1,401 Shares 50,000 Est. Cost $29.40 Unrealized
HWM HOWMET AEROSPACE INC 0.1%
Value ($000) $1,286 Shares 27,005 Est. Cost $121.62 Unrealized +49.7%
UVIX VS TRUST 0.1%
Value ($000) $1,225 Shares 123,338 Est. Cost $9.93 Unrealized
ARGT GLOBAL X FDS 0.1%
Value ($000) $1,194 Shares 24,021 Est. Cost $49.21 Unrealized
AMP AMERIPRISE FINL INC 0.1%
Value ($000) $956 Shares 2,787 Est. Cost $315.91 Unrealized +61.5%
IESC IES HLDGS INC 0.1%
Value ($000) $916 Shares 5,812 Est. Cost $172.44 Unrealized +99.6%
TYL TYLER TECHNOLOGIES INC 0.1%
Value ($000) $847 Shares 1,617 Est. Cost $501.38 Unrealized +12.0%
VST VISTRA CORP 0.1%
Value ($000) $810 Shares 4,948 Est. Cost $148.62 Unrealized +33.0%
LLY ELI LILLY & CO 0.1%
Value ($000) $802 Shares 966 Est. Cost $813.65 Unrealized -8.8%
AROC ARCHROCK INC 0.1%
Value ($000) $756 Shares 33,696 Est. Cost $19.58 Unrealized +20.9%
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $754 Shares 296 Est. Cost $3136.36 Unrealized +77.4%
ECL ECOLAB INC 0.1%
Value ($000) $753 Shares 3,835 Est. Cost $182.68 Unrealized +48.0%
AMZN AMAZON COM INC 0.1%
Value ($000) $660 Shares 3,684 Est. Cost $185.99 Unrealized +21.7%
WINA WINMARK CORP 0.1%
Value ($000) $645 Shares 1,779 Est. Cost $347.31 Unrealized +23.6%
GLD SPDR GOLD TR 0.0%
Value ($000) $589 Shares 1,656 Est. Cost $170.32 Unrealized
AAPL APPLE INC 0.0%
Value ($000) $554 Shares 3,323 Est. Cost $189.12 Unrealized +19.3%
SLV ISHARES SILVER TR 0.0%
Value ($000) $502 Shares 11,846 Est. Cost $22.81 Unrealized
COLO GLOBAL X FDS 0.0%
Value ($000) $495 Shares 16,844 Est. Cost $28.87 Unrealized
GOOY TIDAL TRUST II 0.0%
Value ($000) $440 Shares 31,077 Est. Cost $13.55 Unrealized
APLY TIDAL TRUST II 0.0%
Value ($000) $377 Shares 27,672 Est. Cost $15.72 Unrealized
NVDY TIDAL TRUST II 0.0%
Value ($000) $372 Shares 22,124 Est. Cost $18.41 Unrealized
MSFO TIDAL TRUST II 0.0%
Value ($000) $371 Shares 21,269 Est. Cost $17.05 Unrealized
FBY TIDAL TRUST II 0.0%
Value ($000) $352 Shares 22,416 Est. Cost $17.07 Unrealized
AMZY TIDAL TRUST II 0.0%
Value ($000) $336 Shares 23,622 Est. Cost $16.47 Unrealized
VRT VERTIV HOLDINGS CO 0.0%
Value ($000) $221 Shares 2,496 Est. Cost $98.95 Unrealized +34.7%
RGTI RIGETTI COMPUTING INC 0.0%
Value ($000) $220 Shares 25,989 Est. Cost $10.55 Unrealized +66.2%