Cavalier Investments, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 24, 2024
Value $
$326M
Signature - Title
Jeffrey A. Smith - Chief Compliance Officer
Location
Alpharetta, GA
Summary
This page shows a list of all the recent 13F filings made by Cavalier Investments, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Cavalier Investments, LLC reported 84 stock holdings with total value $326M as of Q3 2024. Top holdings included LLY, IWM, QQQ, AMZN, and SPY.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 84 $326M +$109M -$103M +$5.57M LLY, IWM, QQQ, AMZN, SPY 13F-HR 10/24/2024, 04:26 PM
Q2 2024 79 $325M +$93.2M -$46.2M +$47M SMH, XLK, NVDA, QQQ, SMCI 13F-HR 8/2/2024, 08:55 AM
Q1 2024 81 $274M +$44.1M -$74.3M -$30.2M SMH, QQQ, XLK, NVDA, SPY 13F-HR 4/26/2024, 10:54 AM
Q4 2023 90 $272M +$26.8M -$42.2M -$15.5M QQQ, SMH, SPY, XLK, XLI 13F-HR 2/13/2024, 08:25 AM
Q3 2023 93 $256M +$39.3M -$41.2M -$1.9M SPY, XLK, QQQ, SMH, XLE 13F-HR 10/23/2023, 10:24 AM
Q2 2023 94 $275M +$139M -$98M +$41.5M SPY, XLK, SMH, TLT, EFA 13F-HR 8/11/2023, 10:17 AM
Q1 2023 59 $230M +$31.1M -$91.7M -$60.6M XLF, DBA, SMH, XLK, XYLD 13F-HR 5/10/2023, 11:37 AM
Q4 2022 98 $279M +$16.1M -$29.9M -$13.8M USHY, SPY, XLF, DBA, XYLD 13F-HR 2/10/2023, 12:52 PM
Q3 2022 95 $277M +$60.3M -$54M +$6.34M USHY, SPY, XLF, DBA, QQQ 13F-HR 11/10/2022, 11:53 AM
Q2 2022 97 $286M +$47M -$91M -$44M DBC, SPY, DBA, USHY, QQQ 13F-HR 8/4/2022, 10:02 AM
Q1 2022 100 $383M +$49.4M -$25.1M +$24.2M DBC, SPY, DBA, XLK, XLF 13F-HR 5/4/2022, 03:31 PM
Q4 2021 98 $385M +$97M -$47.4M +$49.6M SPY, XHB, SMH, XLK, DBC 13F-HR 2/2/2022, 11:18 AM
Q3 2021 98 $317M +$75.3M -$31.1M +$44.2M SPY, DBC, XHB, XLF, XLK 13F-HR 11/2/2021, 12:45 PM
Q2 2021 94 $277M +$88.3M -$53.6M +$34.7M XLF, DBC, DBA, XHB, SMH 13F-HR 8/11/2021, 02:44 PM
Q1 2021 103 $230M +$49M -$45.5M +$3.46M IBUY, EFA, XLK, SMH, SKYY 13F-HR 5/13/2021, 09:50 AM
Q4 2020 98 $219M +$107M -$56.4M +$50.6M USHY, IBUY, GHYB, XLK, EFA 13F-HR 2/12/2021, 09:10 AM
Q3 2020 68 $147M +$25.7M -$67.8M -$42.1M QQQ, XLK, UVXY, IGV, SKYY 13F-HR 11/12/2020, 09:26 AM
Q2 2020 69 $173M +$50.3M -$75.9M -$25.5M GHYB, QQQ, XLK, USMV, XLC 13F-HR 8/10/2020, 08:54 AM
Q1 2020 111 $169M +$35.6M -$66.5M -$30.9M USMV, GHYB, XLC, XLK, IHI 13F-HR 5/6/2020, 01:43 PM
Q4 2019 130 $231M +$71.5M -$87.2M -$15.6M GHYB, USMV, XLY, XLC, XLK 13F-HR 2/6/2020, 01:24 PM
Q3 2019 115 $232M +$57.1M -$64.6M -$7.43M USMV, XLU, GHYB, XLB, XLK 13F-HR 11/6/2019, 10:01 AM
Q2 2019 111 $239M +$82M -$95M -$13M XLK, GHYB, XLI, XLY, AGG 13F-HR 7/31/2019, 09:29 AM
Q1 2019 117 $243M +$85.5M -$182M -$96.8M XLK, XLI, XLB, XLE, XLY 13F-HR 5/3/2019, 09:29 AM
Q4 2018 159 $310M +$137M -$130M +$7.38M XLK, XLRE, XLV, XLU, XLY 13F-HR 2/1/2019, 01:45 PM
Q3 2018 158 $341M +$130M -$99.8M +$30.3M XLV, XLK, XLY, XLI, XLC 13F-HR 11/13/2018, 10:17 AM
Q2 2018 146 $297M +$133M -$124M +$8.26M XLRE, XLC, XLK, XLV, XLF 13F-HR 8/3/2018, 11:36 AM
Q1 2018 167 $283M +$124M -$94.2M +$30.2M XLK, XLV, XLI, XLF, XLY 13F-HR 5/10/2018, 04:44 PM
Q4 2017 131 $250M +$83.6M -$48.1M +$35.5M XLK, XLP, XLV, XLRE, XLI 13F-HR 2/13/2018, 11:26 AM
Q3 2017 142 $208M +$77.5M -$55.2M +$22.3M XLK, XLRE, XLI, XLB, XLU 13F-HR 11/2/2017, 11:18 AM
Q2 2017 145 $167M +$5.03M -$6.45M -$1.42M XLK, XLRE, XLV, XLU, XLI 13F-HR 8/14/2017, 07:07 AM
Q1 2017 148 $179M +$87.2M -$72.7M +$14.6M XLK, XLRE, XLF, XLV, XLU 13F-HR 5/15/2017, 10:03 AM
Q4 2016 123 $155M +$61.2M -$74M -$12.9M XLF, XLE, XLK, XLB, XLY 13F-HR 2/3/2017, 02:48 PM
Q3 2016 128 $165M +$60.3M -$67.9M -$7.55M XLE, XLK, XLI, XLFS, XLY 13F-HR 11/10/2016, 05:36 PM
Q2 2016 116 $171M +$97M -$102M -$5.24M XLP, XLU, XLB, XLE, XLV 13F-HR 8/15/2016, 09:32 AM
Q1 2016 100 $174M +$78.3M -$74.7M +$3.59M FXU, XLK, XLY, FXG, SHV 13F-HR 5/13/2016, 01:54 PM
Q4 2015 110 $168M +$102M -$55.3M +$46.4M XLY, FXH, XLK, FXG, SOCL 13F-HR 2/8/2016, 03:12 PM
Q3 2015 49 $119M $0 $0 XLY, FXO, FXH, SHV, SPY 13F-HR 11/16/2015, 12:01 PM