Cavalier Investments, LLC Reduced Holdings in Q2 2025

Cavalier Investments, LLC

  • $319 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
-26K
- 44.89%
$416.06 - $551.64 $10.8M - $14.3M
31.9K $17.6M
IWM
Ishares Russell 2000 ETF

ETFs
-48.5K
- 82.92%
$174.82 - $215.79 $8.48M - $10.5M
10K $2.16M
XLC
Select Sector Spdr Tr Communic

ETFs
-91.7K
- 72.74%
$86.13 - $108.53 $7.9M - $9.96M
34.4K $3.73M
BSX
Boston Scientific Corp

Healthcare
-53.6K
- 51.57%
$89.7 - $107.41 $4.8M - $5.75M
50.3K $5.4M
GE
General Electric CO

Industrials
-20.3K
- 90.63%
$166.81 - $257.39 $3.39M - $5.24M
2.1K $541K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-31.3K
- 63.28%
$83.97 - $92.85 $2.63M - $2.91M
18.2K $1.61M
SPY
Spdr S&P 500 ETF Trust

ETFs
-2.72K
- 13.2%
$496.48 - $617.85 $1.35M - $1.68M
17.9K $11M
CPRT
Copart Inc

Consumer Cyclical
-1.01K
- 1.95%
$47.72 - $63.84 $48.3K - $64.6K
50.8K $2.49M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-138
- 1.82%
$421.16 - $509.5 $58.1K - $70.3K
7.44K $3.31M
ZETA
Zeta Global Holdings Corp.

Technology
-44.1K
- 21.88%
$11.02 - $16.81 $486K - $742K
158K $2.44M
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
-69
- 1.83%
$267.56 - $340.8 $18.5K - $23.5K
3.71K $1.12M
SPMD
Spdr Portfolio

ETFs
-4.66K
- 11.23%
$44.89 - $54.38 $209K - $254K
36.8K $2M
AAPL
Apple Inc.

Technology
-46
- 1.42%
$172.42 - $223.89 $7.93K - $10.3K
3.2K $656K
AROC
Archrock, Inc.

Energy
-644
- 1.98%
$21.0 - $27.11 $13.5K - $17.5K
32K $793K
NVO
Novo Nordisk A S

Healthcare
-460
- 1.97%
$58.08 - $81.05 $26.7K - $37.3K
22.9K $1.58M
Tidal Tr Ii
-11.6K
- 42.34%
N/A
15.7K $0
Tidal Tr Ii
-19.8K
- 56.64%
N/A
15.1K $0
Tidal Tr Ii
-18.1K
- 53.19%
N/A
16K $0
Tidal Tr Ii
-20.5K
- 48.07%
N/A
22.1K $0
Tidal Tr Ii
-18K
- 47.71%
N/A
19.7K $0
Tidal Tr Ii
-16.2K
- 49.1%
N/A
16.8K $0
Arista Networks Inc
-276
- 1.85%
N/A
14.7K $0
TYL
Tyler Technologies Inc

Technology
-23
- 1.46%
$521.68 - $592.84 $12K - $13.6K
1.56K $921K
T
At&T Inc.

Communication Services
-2.46K
- 1.98%
$26.33 - $28.94 $64.8K - $71.2K
122K $3.52M
CBOE
Cboe Global Markets, Inc.

Financial Services
-184
- 1.91%
$205.81 - $234.23 $37.9K - $43.1K
9.45K $2.2M
ECL
Ecolab Inc.

Basic Materials
-69
- 1.86%
$225.65 - $270.95 $15.6K - $18.7K
3.65K $983K
ARGT
Global X Msci Argentina ETF

ETFs
-460
- 1.98%
$70.3 - $94.5 $32.3K - $43.5K
22.8K $1.93M
WINA
Winmark Corp

Consumer Cyclical
-23
- 1.32%
$318.43 - $450.34 $7.32K - $10.4K
1.72K $648K
VRSK
Verisk Analytics, Inc.

Industrials
-253
- 1.94%
$277.03 - $321.33 $70.1K - $81.3K
12.8K $3.99M
AMP
Ameriprise Financial Inc

Financial Services
-46
- 1.7%
$422.19 - $533.73 $19.4K - $24.6K
2.66K $1.42M
XLF
Financial Sector Spdr

ETFs
-3.53K
- 2.48%
$43.92 - $52.37 $155K - $185K
139K $7.27M
TDG
Trans Digm Group Inc

Industrials
-23
- 1.18%
$1231.75 - $1520.64 $28.3K - $35K
1.93K $2.93M
AMD
Advanced Micro Devices Inc

Technology
-161
- 1.88%
$78.21 - $143.81 $12.6K - $23.2K
8.4K $1.19M
FSS
Federal Signal Corp

Industrials
-207
- 1.92%
$69.23 - $106.42 $14.3K - $22K
10.6K $1.13M
VFH
Vanguard Financial ETF

ETFs
-1.36K
- 1.98%
$104.87 - $127.3 $142K - $173K
67.3K $8.56M
COMM
Comm Scope Holding Company, Inc.

Technology
-3.96K
- 1.99%
$3.02 - $8.28 $11.9K - $32.8K
195K $1.61M
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
-138
- 1.04%
$164.46 - $237.28 $22.7K - $32.7K
13.1K $3.11M
FTDR
Frontdoor, Inc.

Consumer Cyclical
-598
- 1.95%
$37.35 - $59.68 $22.3K - $35.7K
30.1K $1.77M
BMI
Badger Meter Inc

Technology
-253
- 1.89%
$170.72 - $254.17 $43.2K - $64.3K
13.1K $3.21M
IESC
Ies Holdings, Inc.

Industrials
-92
- 1.63%
$160.58 - $296.23 $14.8K - $27.3K
5.56K $1.65M
VST
Vistra Corp.

Utilities
-276
- 1.85%
$98.07 - $195.04 $27.1K - $53.8K
14.6K $2.84M
NRG
Nrg Energy, Inc.

Utilities
-391
- 1.97%
$83.61 - $162.67 $32.7K - $63.6K
19.5K $3.13M
XLK
Technology Sector Spdr

ETFs
-598
- 1.99%
$179.73 - $253.23 $107K - $151K
29.4K $7.46M
JPM
Jpmorgan Chase & CO

Financial Services
-667
- 1.94%
$210.28 - $289.91 $140K - $193K
33.7K $9.78M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-7.3K
- 12.47%
$179.95 - $278.88 $1.31M - $2.04M
51.2K $14.3M
AVGO
Broadcom Inc.

Technology
-4.7K
- 11.11%
$146.29 - $275.65 $688K - $1.3M
37.6K $10.4M
Activity Summary
Buys All Purchases 18 New Holdings 12 Increased Positions 6 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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