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  Name: Cavalier Investments
  City: Braintree
  State: MA
  Zip: 02184
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $273,975,000
  Total Value Change : $2,399,000
  Securities Held Change : -9
   
All Securities Held : 81
  New Positions : 4
  Closed Positions : 13
  Increased Positions : 59
  Unchanged Positions : 5
  Decreased Positions : 13

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 5     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (RYT)1 Year Chart         RYT Invesco S&P 500 Equal Weigh... 12 - $34.87 $5,364,000 152,430 1.96% 389,000 0 0.169    Closed - End Fund - E...
   (EMM)1 Year Chart         EMM Global X Emerging Markets Etf 24 - $26.89 $2,936,000 55,052 1.07% 254,000 0 0.006    Closed - End Fund - E...
   (XAR)1 Year Chart         XAR SPDR S&P Aerospace & Defens... 37 - $143.57 $1,940,000 13,804 0.71% 71,000 0 0.126    N/A
   (GLD)1 Year Chart         GLD streetTRACKS Gold Trust 77 - $215.30 $404,000 1,966 0.15% 28,000 0 0    Closed - End Fund - E...
   (SLV)1 Year Chart         SLV iShares Silver Trust ETF 78 - $27.76 $320,000 14,064 0.12% 14,000 0 0.002    Closed - End Fund - E...

      5 Records Found
  1    
Page 1 of 1
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