Cavalier Investments, LLC
CIK 1655543 · Holdings on Dec 31, 2024 · First reported Feb 4, 2025
Top ten holdings
Q4 2024- QQQ24.36%
- AMZN9.31%
- XLC8.52%
- BSX5.33%
- SPY4.71%
- VFH2.71%
- HWM2.50%
- CRS2.38%
- XLK2.34%
- CRM1.90%
Share classes counted separately64.06%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- QQQWeight increased · +16.56 pp7.80% → 24.36%Shares +90.49K (+173.67%)
- IWMWeight decreased · -6.31 pp7.91% → 1.60%Shares -94.99K (-81.41%)
- XLCWeight increased · +4.24 pp4.28% → 8.52%Shares +109.22K (+70.81%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $72.90M | 24.36% | 142.59K shares | 7.80% → 24.36%+16.56 pp +90.49K (+173.67%) | Added | ↗▾ |
| 02 | AMZNAMAZON.COM INC View history and evidence | $27.87M | 9.31% | 127.03K shares | 6.96% → 9.31%+2.35 pp +5.27K (+4.33%) | Added | ↗▾ |
| 03 | XLCSS COMM SELECT SECTOR SPDRCOMMUNICATION View history and evidence | $25.51M | 8.52% | 263.46K shares | 4.28% → 8.52%+4.24 pp +109.22K (+70.81%) | Added | ↗▾ |
| 04 | BSXBOSTON SCIENTIFIC CORP View history and evidence | $15.94M | 5.33% | 178.43K shares | 1.85% → 5.33%+3.48 pp +106.59K (+148.37%) | Added | ↗▾ |
| 05 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $14.09M | 4.71% | 24.04K shares | 4.30% → 4.71%+0.41 pp -373 (-1.53%) | Reduced | ↗▾ |
| 06 | VFHVANGUARD FINANCIALS ETFFINANCIALS ETF View history and evidence | $8.11M | 2.71% | 68.73K shares | 2.22% → 2.71%+0.49 pp +2.83K (+4.30%) | Added | ↗▾ |
| 07 | HWMHOWMET AEROSPACE INC View history and evidence | $7.48M | 2.50% | 68.40K shares | 2.02% → 2.50%+0.48 pp +2.83K (+4.32%) | Added | ↗▾ |
| 08 | CRSCARPENTER TECHNOLOGY View history and evidence | $7.13M | 2.38% | 42.04K shares | 0.77% → 2.38%+1.61 pp +26.38K (+168.46%) | Added | ↗▾ |
| 09 | XLKSS TECHNOLOGY SELECT SECTORTECHNOLOGY View history and evidence | $7.00M | 2.34% | 30.10K shares | 1.99% → 2.34%+0.35 pp +1.35K (+4.69%) | Added | ↗▾ |
| 10 | CRMSALESFORCE INC View history and evidence | $5.69M | 1.90% | 17.02K shares | 1.37% → 1.90%+0.53 pp +672 (+4.11%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 20
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| RSPT INVESCO S&P 500 EQUAL WEIGHT | Non-derivative | -152,430 | -$5.75M | SEC filing ↗ | SEC filing ↗ |
| XLE SS ENERGY SELECT SECTOR | Non-derivative | -62,506 | -$5.49M | SEC filing ↗ | SEC filing ↗ |
| SPYV SS SPDR P S&P 500 VALUE ETF | Non-derivative | -55,400 | -$2.93M | SEC filing ↗ | SEC filing ↗ |
3 / 20 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1655543 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-02-04
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 299293251
}Research all 74 reported holdings.
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