Chief Compliance Officer

0001606587-22-000246.txt : 20220202 0001606587-22-000246.hdr.sgml : 20220202 20220202111855 ACCESSION NUMBER: 0001606587-22-000246 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220202 DATE AS OF CHANGE: 20220202 EFFECTIVENESS DATE: 20220202 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Cavalier Investments, LLC CENTRAL INDEX KEY: 0001655543 IRS NUMBER: 474698780 STATE OF INCORPORATION: MA FISCAL YEAR END: 0630 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17041 FILM NUMBER: 22582074 BUSINESS ADDRESS: STREET 1: 12600 DEERFIELD PARKWAY STREET 2: SUITE #100 CITY: ALPHARETTA STATE: GA ZIP: 30004 BUSINESS PHONE: 770-777-8277 MAIL ADDRESS: STREET 1: 12600 DEERFIELD PARKWAY STREET 2: SUITE #100 CITY: ALPHARETTA STATE: GA ZIP: 30004 FORMER COMPANY: FORMER CONFORMED NAME: Cavalier Investments DATE OF NAME CHANGE: 20151014 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001655543 XXXXXXXX 12-31-2021 12-31-2021 false Cavalier Investments, LLC

12600 Deerfield Parkway Suite #100 Alpharetta GA 30004

13F HOLDINGS REPORT 028-17041 N Jennifer Rutherford Chief Compliance Officer 402-679-0315 Jennifer Rutherford Alpharetta GA 01-14-2022 0 112 385118 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE Ameriprise Financial Inc COM 03076C106 613 2031 SH SOLE None 2031 0 0 Bank of America Corp COM 060505104 577 12969 SH SOLE None 12969 0 0 salesforce.com Inc COM 79466L302 712 2803 SH SOLE None 2803 0 0 Intuit Inc COM 461202103 722 1123 SH SOLE None 1123 0 0 JPMorgan Chase & Co COM 46625H100 548 3460 SH SOLE None 3460 0 0 Microsoft Corp COM 594918104 849 2525 SH SOLE None 2525 0 0 Oracle Corp COM 68389X105 728 8347 SH SOLE None 8347 0 0 Paycom Software Inc COM 70432V102 504 1214 SH SOLE None 1214 0 0 Raymond James Financ ial Inc COM 754730109 596 5932 SH SOLE None 5932 0 0 Charles Schwab Corp The COM 808513105 620 7373 SH SOLE None 7373 0 0 Tyler Technologies I nc COM 902252105 667 1239 SH SOLE None 1239 0 0 SPDR Bloomberg Barcl ays Convertible Secu BLOOMBERG 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SH SOLE None 2126 0 0 SPDR S&P 500 ETF Tru st TR UNIT 78462F103 21105 44435 SH SOLE None 44435 0 0 SPDR Portfolio S&P 5 00 Growth ETF PRTFLO S&P500 GW 78464A409 4993 68904 SH SOLE None 68904 0 0 SPDR PORT S&P 500 PRTFLO S&P500 VL 78464A508 4716 112288 SH SOLE None 112288 0 0 GLOBAL X NASD 100 NASDAQ 100 COVER 37954Y483 7404 333680 SH SOLE None 333680 0 0 Global X Russell 200 0 Covered Call ETF RUSSELL 2000 37954Y459 2063 84521 SH SOLE None 84521 0 0 SPDR Portfolio TIPS ETF PORTFLI TIPS ETF 78464A656 8725 276986 SH SOLE None 276986 0 0 Global X S&P 500 Cov ered Call ETF S&P 500 COVERED 37954Y475 7525 148981 SH SOLE None 148981 0 0 X-LINKS GOLD SHRS X LINK GOLD SHS 22542D480 6343 749776 SH SOLE None 749776 0 0 X-Links Crude Oil Sh ares Covered Call ET XLINK CRD ETN37 22539T266 2053 394863 SH SOLE None 394863 0 0 Apple Inc COM 037833100 1814 10217 SH SOLE None 10217 0 0 Abbott Laboratories COM 002824100 1781 12656 SH SOLE None 12656 0 0 Accenture PLC SHS CLASS A G1151C101 1823 4398 SH 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Inc/The COM 437076102 1900 4577 SH SOLE None 4577 0 0 Intuit Inc COM 461202103 1706 2653 SH SOLE None 2653 0 0 Coca-Cola Co/The COM 191216100 1670 28209 SH SOLE None 28209 0 0 Eli Lilly & Co COM 532457108 1836 6648 SH SOLE None 6648 0 0 Lockheed Martin Corp COM 539830109 1696 4773 SH SOLE None 4773 0 0 Lam Research Corp COM 512807108 1841 2560 SH SOLE None 2560 0 0 Moody's Corp COM 615369105 1201 3076 SH SOLE None 3076 0 0 MSCI Inc COM 55354G100 1527 2493 SH SOLE None 2493 0 0 Microsoft Corp COM 594918104 1673 4973 SH SOLE None 4973 0 0 Netflix Inc COM 64110L106 1560 2590 SH SOLE None 2590 0 0 NIKE Inc CL B 654106103 1703 10217 SH SOLE None 10217 0 0 ServiceNow Inc COM 81762P102 1607 2475 SH SOLE None 2475 0 0 NVIDIA Corp COM 67066G104 1672 5685 SH SOLE None 5685 0 0 Procter & Gamble Co/ The COM 742718109 1750 10696 SH SOLE None 10696 0 0 PayPal Holdings Inc COM 70450Y103 1351 7165 SH SOLE None 7165 0 0 Starbucks Corp COM 855244109 1646 14076 SH SOLE None 14076 0 0 Shopify Inc CL A 82509L107 1504 1092 SH SOLE None 1092 0 0 S&P Global Inc COM 78409V104 1683 3567 SH SOLE None 3567 0 0 Thermo Fisher Scient ific Inc COM 883556102 1684 2524 SH SOLE None 2524 0 0 Trade Desk Inc The Class A COM CL A 88339J105 1977 21569 SH SOLE None 21569 0 0 UnitedHealth Group I nc COM 91324P102 1830 3644 SH SOLE None 3644 0 0 United Parcel Servic e Inc CL B 911312106 1684 7858 SH SOLE None 7858 0 0 Visa Inc COM CL A 92826C839 1562 7209 SH SOLE None 7209 0 0 Zoetis Inc CL A 98978V103 1819 7452 SH SOLE None 7452 0 0