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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Cavalier Investments LLC
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| CRD # | 281201 |
| SEC # | 801-106545 |
| CIK # | 0001655543 |
| AUM | $361.6 M (2025-05-07) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 888-721-4588 |
| Address | 12600 Deerfield Parkway Alpharetta, GA 30004 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alcoa Inc | 51.4 | ||
| Facebook Inc | 28.6 | ||
| Amazon Com Inc | 20.2 | ||
| Microsoft Corp | 18.5 | ||
| Broadcom Inc | 10.4 | ||
| Constellation Energy Corp | 10.1 | ||
| J P Morgan Chase & Co | 9.8 | ||
| Palantir Technologies Inc | 6.5 | ||
| Boston Scientific Corp | 5.4 | ||
| Vector Acquisition Corp | 5.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 4 | 360.5 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 2 | 1.1 |
| Total | 6 | 361.6 |
| By Discretionary | ||
| Discretionary | 4 | 360.5 |
| Non-Discretionary | 2 | 1.1 |
| Total | 6 | 361.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 361.6 | |
| Total | 6 | 361.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001655543] |
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