CI
| |
Cavalier Investments, LLC13F | |
| Cavalier Investments, LLC | |
| Last update 2025-04-24 | 75 Stocks (14 new) |
| Value $294.00 Mil | Turnover 32 % |
Cavalier Investments, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QQQ | INVESCO QQQ Trust | 57,946 | 27,172.0 | -59.36% | 9.230 | -14.46% | 0.010 | +26.38% | +9.79% | 357,775.2 | ||
HWM | Howmet Aerospace Inc | 135,311 | 17,553.9 | +97.83% | 5.960 | +2.95% | 0.030 | +54.68% | +74.42% | 76,895.9 | Aerospace & Defense | |
AMZN | Amazon.com Inc | 76,426 | 14,540.8 | -39.84% | 4.940 | -3.71% | 0.000 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical | |
SMH | VanEck Vectors Semiconductor ETF | 58,532 | 12,377.8 | +170.11% | 4.210 | +2.65% | 0.060 | +50.79% | +19.88% | 27,838.6 | ||
META | Meta Platforms Inc | 21,207 | 12,222.9 | +1,476.73% | 4.150 | +3.89% | 0.000 | +40.55% | +20.48% | 1,770,790.4 | Interactive Media | |
XLC |
Communication Services Select Sector SPDR Fund
Communication Services Select Sector SPDR Fund
| 126,106 | 12,162.9 | -52.13% | 4.130 | -4.44% | 0.060 | +17.71% | +9.69% | 23,547.6 | ||
IWM | iShares Russell 2000 ETF | 58,527 | 11,675.5 | +169.88% | 3.970 | +2.50% | 0.020 | +19.22% | +0.62% | 66,553.7 | ||
SPY | SPDR S&P 500 ETF Trust | 20,571 | 11,507.2 | -14.44% | 3.910 | -0.68% | 0.000 | +19.57% | +7.72% | 643,289.7 | ||
BSX | Boston Scientific Corp | 103,838 | 10,475.2 | -41.80% | 3.560 | -2.23% | 0.010 | +8.96% | +16.03% | 153,329.8 | Medical Devices & Instruments | |
CRS | Carpenter Technology Corp | 51,200 | 9,276.4 | +21.80% | 3.150 | +0.56% | 0.100 | +69.06% | +69.73% | 14,307.6 | Industrial Products |
Cavalier Investments, LLC's Historical Top Holdings Breakdowns
Cavalier Investments, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
QQQ | INVESCO QQQ Trust | 2025-03-31 | Reduce Reduce | -14.46% | 468.34 ($508.07) 539.52 | $561.26 | 10.47% | Reduce -59.36% | 57,946 | -84,643 | |
XLC |
Communication Services Select Sector SPDR Fund
Communication Services Select Sector SPDR Fund
| 2025-03-31 | Reduce Reduce | -4.44% | 94.84 ($99.87) 105.31 | $106.19 | 6.33% | Reduce -52.13% | 126,106 | -137,352 | |
META | Meta Platforms Inc | 2025-03-31 | Add Add | +3.89% | 576.36 ($645.17) 736.67 | $704.28 | 9.16% | Add 1476.73% | 21,207 | 19,862 | |
AMZN | Amazon.com Inc | 2025-03-31 | Reduce Reduce | -3.71% | 190.26 ($217) 242.06 | $226.13 | 4.21% | Reduce -39.84% | 76,426 | -50,605 | |
HWM | Howmet Aerospace Inc | 2025-03-31 | Add Add | +2.95% | 110.79 ($127.01) 139.39 | $190.49 | 49.98% | Add 97.83% | 135,311 | 66,913 | |
SMH | VanEck Vectors Semiconductor ETF | 2025-03-31 | Add Add | +2.65% | 211.47 ($239.69) 267.17 | $290.31 | 21.12% | Add 170.11% | 58,532 | 36,862 | |
IWM | iShares Russell 2000 ETF | 2025-03-31 | Add Add | +2.50% | 198.1 ($216.92) 229.79 | $222.33 | 2.49% | Add 169.88% | 58,527 | 36,841 | |
JPM | JPMorgan Chase & Co | 2025-03-31 | Add Add | +2.48% | 225.19 ($254.94) 279.95 | $291.27 | 14.25% | Add 632.55% | 34,415 | 29,717 | |
AVGO | Broadcom Inc | 2025-03-31 | Add Add | +2.28% | 167.43 ($211.65) 244.7 | $283.34 | 33.87% | Add 1713.92% | 42,337 | 40,003 | |
BSX | Boston Scientific Corp | 2025-03-31 | Reduce Reduce | -2.23% | 89.38 ($100.7) 106.18 | $103.64 | 2.92% | Reduce -41.8% | 103,838 | -74,593 |
Cavalier Investments, LLC Total Holding History ($B)
Cavalier Investments, LLC's Asset Allocation
Cavalier Investments, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Cavalier Investments, LLC's Hypothetical Growth since 2025-03-31
Cavalier Investments, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Cavalier Investments, LLC's Holdings Heat Map
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Cavalier Investments, LLC's Holdings Bubble Chart
Cavalier Investments, LLC News
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