Cavalier Investments, LLC Portfolio Holdings
Cavalier Investments, LLC
- $296 Million
- Q4 2024
Cavalier Investments, LLC has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $296 Million distributed in 74 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $72.9M, Amazon Com Inc with a value of $27.9M, Select Sector Spdr Tr Communic with a value of $25.5M, Boston Scientific Corp with a value of $15.9M, and Spdr S&P 500 ETF Trust with a value of $14.1M.
Examining the 13F form we can see an decrease of $22.4M in the current position value, from $318M to 296M.
Below you can find more details about Cavalier Investments, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$296 Million
ETFs: $162 Million
Consumer Cyclical: $36.7 Million
Industrials: $33.5 Million
Healthcare: $24.1 Million
Technology: $22 Million
Financial Services: $9.86 Million
Communication Services: $3.62 Million
Utilities: $2.56 Million
Other: $1.68 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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