Cavalier Investments, LLC 13F Holdings
CIK 0001655543 · ALPHARETTA, GA
As of Sep 30, 2025, Cavalier Investments, LLC reported 68 positions worth
CIK 0001655543 · ALPHARETTA, GA
As of Sep 30, 2025, Cavalier Investments, LLC reported 68 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST | SPY | — | 42,082 | $352.1M | 28.87% |
| TESLA INC | TSLA | Consumer Cyclical | 38,682 | 18.2M | 9.69% |
| VANECK SEMICONDUCTOR ETF | SMH | — | 51,434 | 13.4M | 9.30% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 20,354 | $87.9M | 7.21% |
| THE COMMUNICATION SERVICES SELECT SECTOR SPDR FUND | XLC | — | 167,773 | $70.9M | 5.82% |
| SPDR GOLD TRUST | GQ9 | — | 3,406 | $62.8M | 5.15% |
| NVIDIA CORP | NVDA | Technology | 3,000 | $56.0M | 4.59% |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 50,160 | $47.8M | 3.92% |
| META PLATFORMS INC | META | Communication Services | 16,827 | $40.9M | 3.35% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 40,734 | $25.0M | 2.05% |
| BOSTON SCIENTIFIC CORP | BSX | Healthcare | 76,888 | $22.4M | 1.83% |
| GE AEROSPACE | GE | Industrials | 27,729 | $22.3M | 1.83% |
| THE FINANCIAL SELECT SECTOR SPDR FUND | XLF | Equity | 148,423 | 7.5M | 1.43% |
| BROADCOM INC | AVGO | Technology | 500 | 6.5M | 1.35% |
| ISHARES 20+ YEAR TREASURY BOND ETF | TLT | — | 83,421 | 4.5M | 1.19% |
| MICROSOFT CORP | MSFT | Technology | 27,671 | 3.3M | 1.09% |
| ISHARES RUSSELL 2000 ETF | IWM | — | 59,935 | 3.0M | 1.06% |
| NEWMONT CORP | NEM | Basic Materials | 1,500 | 2.6M | 1.04% |
| STRATEGY INC | MSTR | Technology | 11,841 | 0.6M | 0.87% |
| ISHARES BITCOIN TRUST ETF | IBIT | — | 49,980 | $9.6M | 0.78% |
| CONSTELLATION ENERGY CORP | CEG | Utilities | 12,115 | $8.9M | 0.73% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 35,546 | $8.7M | 0.72% |
| VANGUARD FINANCIALS INDEX FUND | VFH | — | 70,912 | $7.0M | 0.57% |
| FT VEST GOLD STRATEGY TARGET INCOME ETF | IGLD | — | 235,347 | $5.6M | 0.46% |
| VANGUARD EUROPEAN STOCK INDEX FUND | VGK | — | 68,648 | $5.2M | 0.43% |