Cavalier Investments, LLC Incresed Positions in Q3 2025

Cavalier Investments, LLC

  • $293 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XLC
Select Sector Spdr Tr Communic

ETFs
129K
+ 374.98%
$105.99 - $119.41 $13.7M - $15.4M
163K $19.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
19.3K
+ 108.11%
$617.65 - $666.84 $11.9M - $12.9M
37.2K $24.8M
TSLA
Tesla, Inc.

Consumer Cyclical
25.8K
+ 245.12%
$293.94 - $444.72 $7.57M - $11.5M
36.3K $16.1M
IWM
Ishares Russell 2000 ETF

ETFs
49.9K
+ 499.65%
$214.92 - $244.84 $10.7M - $12.2M
59.9K $14.5M
GE
General Electric CO

Industrials
25.1K
+ 1194.15%
$244.75 - $305.63 $6.15M - $7.68M
27.2K $8.19M
TLT
Ishares Barclays 20+ Year Trea

ETFs
64.4K
+ 354.26%
$85.01 - $90.35 $5.48M - $5.82M
82.6K $7.38M
PLTR
Palantir Technologies Inc.

Technology
370
+ 0.78%
$130.68 - $186.97 $48.4K - $69.2K
47.9K $8.74M
BSX
Boston Scientific Corp

Healthcare
25.1K
+ 49.91%
$97.03 - $108.14 $2.44M - $2.71M
75.4K $7.36M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
11.1K
+ 40.83%
$50.79 - $76.4 $562K - $845K
38.2K $2.92M
JPM
Jpmorgan Chase & CO

Financial Services
1.8K
+ 5.33%
$282.78 - $316.06 $508K - $568K
35.5K $11.2M
NVO
Novo Nordisk A S

Healthcare
18.6K
+ 81.15%
$45.38 - $71.7 $844K - $1.33M
41.5K $2.3M
IESC
Ies Holdings, Inc.

Industrials
248
+ 4.46%
$289.3 - $397.65 $71.7K - $98.6K
5.81K $2.31M
XLF
Financial Sector Spdr

ETFs
7.56K
+ 5.45%
$51.37 - $54.25 $389K - $410K
146K $7.89M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
3.53K
+ 5.43%
$75.26 - $80.19 $266K - $283K
68.6K $5.48M
FTDR
Frontdoor, Inc.

Consumer Cyclical
1.61K
+ 5.36%
$54.88 - $68.04 $88.5K - $110K
31.7K $2.13M
WINA
Winmark Corp

Consumer Cyclical
62
+ 3.61%
$363.85 - $514.95 $22.6K - $31.9K
1.78K $885K
CBOE
Cboe Global Markets, Inc.

Financial Services
496
+ 5.25%
$231.35 - $253.24 $115K - $126K
9.95K $2.44M
AAPL
Apple Inc.

Technology
124
+ 3.88%
$202.38 - $256.87 $25.1K - $31.9K
3.32K $846K
T
At&T Inc.

Communication Services
6.63K
+ 5.46%
$26.94 - $29.62 $179K - $196K
128K $3.62M
AROC
Archrock, Inc.

Energy
1.74K
+ 5.43%
$22.0 - $26.51 $38.2K - $46K
33.7K $886K
EPOL
Ishares Tr Msci Poland ETF

ETFs
2.73K
+ 5.45%
$31.29 - $34.07 $85.4K - $92.9K
52.8K $1.7M
ECL
Ecolab Inc.

Basic Materials
186
+ 5.1%
$259.39 - $285.47 $48.2K - $53.1K
3.84K $1.05M
GXG
Global X Msci Colombia

ETFs
868
+ 5.43%
$29.04 - $29.91 $25.2K - $26K
16.8K $503K
VRT
Vertiv Holdings CO

Industrials
124
+ 5.23%
N/A
2.5K $216K
Tidal Trust Ii
7.99K
+ 40.58%
N/A
27.7K $0
Tidal Trust Ii
6.14K
+ 40.61%
N/A
21.3K $0
Tidal Trust Ii
8.97K
+ 40.59%
N/A
31.1K $0
Tidal Trust Ii
6.45K
+ 40.43%
N/A
22.4K $0
Tidal Trust Ii
6.82K
+ 40.62%
N/A
23.6K $0
Tidal Trust Ii
6.39K
+ 40.6%
N/A
22.1K $0
AMP
Ameriprise Financial Inc

Financial Services
124
+ 4.66%
$486.13 - $544.55 $60.3K - $67.5K
2.79K $1.37M
TYL
Tyler Technologies Inc

Technology
62
+ 3.99%
$522.22 - $611.76 $32.4K - $37.9K
1.62K $845K
CPRT
Copart Inc

Consumer Cyclical
2.73K
+ 5.37%
$44.6 - $49.97 $122K - $136K
53.5K $2.41M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
372
+ 5.0%
$366.54 - $479.53 $136K - $178K
7.81K $3.06M
ARGT
Global X Msci Argentina ETF

ETFs
1.24K
+ 5.44%
$69.62 - $86.63 $86.3K - $107K
24K $1.68M
TDG
Trans Digm Group Inc

Industrials
86
+ 4.46%
$1271.04 - $1620.83 $109K - $139K
2.02K $2.66M
VRSK
Verisk Analytics, Inc.

Industrials
682
+ 5.32%
$242.3 - $312.95 $165K - $213K
13.5K $3.39M
BMI
Badger Meter Inc

Technology
682
+ 5.2%
$172.32 - $245.81 $118K - $168K
13.8K $2.47M
Activity Summary
Buys All Purchases 43 New Holdings 4 Increased Positions 39 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 17 Puts 16
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