Cavalier Investments, LLC

Business address
12600 Deerfield Parkway, Suite #100, Alpharetta, GA, 30004
Top securities (13F)
SPY, XLC, SMH, MSFT, IWM, META, TSLA, QQQ, JPM, BSX, TLT, GE, VFH, PLTR, XLF, IGLD, VGK, SPYG, MSTR, and IBIT
State of incorporation
MA
Fiscal year end
30 June
Former names
Cavalier Investments (to 15 Aug 2016)
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Cavalier Investments, LLC has filed 41 SEC EDGAR filings since 16 Nov 2015

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 14 Nov 2025 30 Sep 2025 028-17041
13F-HR Open Document Open Filing 30 Jul 2025 30 Jun 2025 028-17041
13F-HR Open Document Open Filing 24 Apr 2025 31 Mar 2025 028-17041
13F-HR Open Document Open Filing 04 Feb 2025 31 Dec 2024 028-17041
13F-HR Open Document Open Filing 24 Oct 2024 30 Sep 2024 028-17041
13F-HR Open Document Open Filing 02 Aug 2024 30 Jun 2024 028-17041
13F-HR Open Document Open Filing 26 Apr 2024 31 Mar 2024 028-17041
13F-HR Open Document Open Filing 13 Feb 2024 31 Dec 2023 028-17041
13F-HR Open Document Open Filing 23 Oct 2023 30 Sep 2023 028-17041
13F-HR Open Document Open Filing 11 Aug 2023 30 Jun 2023 028-17041
13F-HR Open Document Open Filing 10 May 2023 31 Mar 2023 028-17041
13F-HR Open Document Open Filing 10 Feb 2023 31 Dec 2022 028-17041
13F-HR Open Document Open Filing 10 Nov 2022 30 Sep 2022 028-17041
13F-HR Open Document Open Filing 04 Aug 2022 30 Jun 2022 028-17041
13F-HR Open Document Open Filing 04 May 2022 31 Mar 2022 028-17041
13F-HR Open Document Open Filing 02 Feb 2022 31 Dec 2021 028-17041
13F-HR Open Document Open Filing 02 Nov 2021 30 Sep 2021 028-17041
13F-HR Open Document Open Filing 11 Aug 2021 30 Jun 2021 028-17041
13F-HR Open Document Open Filing 13 May 2021 31 Mar 2021 028-17041
13F-HR Open Document Open Filing 12 Feb 2021 31 Dec 2020 028-17041
13F-HR Open Document Open Filing 12 Nov 2020 30 Sep 2020 028-17041
13F-HR Open Document Open Filing 10 Aug 2020 30 Jun 2020 028-17041
13F-HR Open Document Open Filing 06 May 2020 31 Mar 2020 028-17041
13F-HR Open Document Open Filing 06 Feb 2020 31 Dec 2019 028-17041
13F-HR Open Document Open Filing 06 Nov 2019 30 Sep 2019 028-17041
13F-HR Open Document Open Filing 31 Jul 2019 30 Jun 2019 028-17041
13F-HR Open Document Open Filing 03 May 2019 31 Mar 2019 028-17041
13F-HR Open Document Open Filing 01 Feb 2019 31 Dec 2018 028-17041
13F-HR Open Document Open Filing 13 Nov 2018 30 Sep 2018 028-17041
13F-HR Open Document Open Filing 03 Aug 2018 30 Jun 2018 028-17041
13F-HR Open Document Open Filing 10 May 2018 31 Mar 2018 028-17041
13F-HR Open Document Open Filing 13 Feb 2018 31 Dec 2017 028-17041
13F-HR Open Document Open Filing 02 Nov 2017 30 Sep 2017 028-17041
13F-HR Open Document Open Filing 14 Aug 2017 30 Jun 2017 028-17041
13F-HR Open Document Open Filing 15 May 2017 31 Mar 2017 028-17041
13F-HR Open Document Open Filing 03 Feb 2017 31 Dec 2016 028-17041
13F-HR Open Document Open Filing 14 Nov 2016 30 Sep 2016 028-17041
13F-HR Open Document Open Filing 15 Aug 2016 30 Jun 2016 028-17041
13F-HR Open Document Open Filing 13 May 2016 31 Mar 2016 028-17041
13F-HR Open Document Open Filing 08 Feb 2016 31 Dec 2015 028-17041
13F-HR Open Document Open Filing 16 Nov 2015 30 Sep 2015 028-17041