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CIK: 0001710477
Total reported value
$1.5B
$1.5B
145 檔
14.0%
The Q1 2024 SEC filing reveals that Cantor Fitzgerald Investment Advisors L.p. held a total portfolio value of $1.5B, covering 145 public equity positions.
During Q1 2024, Cantor Fitzgerald Investment Advisors L.p.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.72% | +0.10% | -3.02% | |
| 2 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 3.51% | -0.27% | -0.72% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 2.82% | +0.02% | -1.59% | |
| 4 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 2.82% | -0.36% | -0.69% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.52% | +0.31% | -1.49% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.27% | +0.16% | -2.39% | |
| 7 | IBM | Intl Business Machines CORP | Stock-Tech | 2.03% | +0.60% | -25.69% | |
| 8 | XOM | Exxon Mobil CORP | Stock-Energy | 1.82% | -0.79% | -2.59% | |
| 9 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.81% | -0.02% | -2.75% | |
| 10 | RTX | Rtx CORP | Stock-Industrials | 1.79% | -0.01% | -2.16% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.78% | +0.02% | -1.32% | |
| 12 | CVS | Cvs Health CORP | Stock-Healthcare | 1.72% | -0.17% | -1.85% | |
| 13 | COP | Conocophillips | Stock-Energy | 1.69% | -0.35% | -2.42% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.68% | — | -24.39% | |
| 15 | SHEL | Shell Plc-adr | Stock-Energy | 1.67% | -0.15% | -2.28% | |
| 16 | CSCO | Cisco Systems Inc | Stock-Tech | 1.66% | -0.77% | -2.18% | |
| 17 | EMR | Emerson Electric Co | Stock-Industrials | 1.65% | +0.02% | -2.73% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.64% | -0.06% | -2.36% | |
| 19 | TPR | Tapestry Inc | Stock-Consumer Disc | 1.63% | — | -1.53% | |
| 20 | WFC | Wells Fargo & Co | Stock-Financials | 1.59% | -0.06% | -2.32% | |
| 21 | PRU | Prudential Financial Inc | Stock-Financials | 1.52% | +0.03% | -2.79% | |
| 22 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.46% | -0.13% | -0.37% | |
| 23 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 1.41% | +0.01% | -2.61% | |
| 24 | HPQ | Hp Inc | Stock-Tech | 1.41% | +0.05% | -1.93% | |
| 25 | MDT | Medtronic plc | Stock-Healthcare | 1.38% | -0.18% | -2.01% | |
| 26 | CVX | Chevron CORP | Stock-Energy | 1.34% | -0.29% | -2.07% | |
| 27 | MET | Metlife Inc | Stock-Financials | 1.33% | +0.09% | -1.99% | |
| 28 | DOW | Dow Inc | Stock-Materials | 1.31% | -0.07% | -1.65% | |
| 29 | TRV | Travelers Cos Inc/the | Stock-Financials | 1.29% | -0.05% | -7.14% | |
| 30 | ATO | Atmos Energy CORP | Stock-Utilities | 1.28% | -0.01% | -2.40% | |
| 31 | TFC | Truist Financial CORP | Stock-Financials | 1.22% | — | -1.13% | |
| 32 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 1.19% | +0.45% | +25.57% | |
| 33 | USB | US Bancorp | Stock-Financials | 1.17% | +0.08% | -1.58% | |
| 34 | PFE | Pfizer Inc | Stock-Healthcare | 1.16% | -0.21% | +0.05% | |
| 35 | PM | Philip Morris International | Stock-Consumer Staples | 1.11% | — | -2.46% | |
| 36 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.09% | -0.20% | -1.09% | |
| 37 | VTR | Ventas Inc | Stock-Real Estate | 1.08% | — | +40.13% | |
| 38 | FIS | Fidelity National Info Serv | Stock-Tech | 1.06% | -0.25% | -0.65% | |
| 39 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 1.06% | -0.09% | -3.30% | |
| 40 | KEL | Kellanova | Stock-Other | 1.05% | — | -1.34% | |
| 41 | SJM | Jm Smucker Co/the | Stock-Consumer Staples | 1.02% | +0.08% | -2.49% | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.02% | +0.05% | +381.14% | |
| 43 | DUK | Duke Energy CORP | Stock-Utilities | 0.99% | -0.12% | +21.38% | |
| 44 | IFF | Intl Flavors & Fragrances | Stock-Materials | 0.98% | +0.02% | -2.68% | |
| 45 | SWK | Stanley Black & Decker Inc | Stock-Industrials | 0.94% | +0.24% | -2.44% | |
| 46 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.93% | -0.14% | -1.24% | |
| 47 | GPC | Genuine Parts Co | Stock-Consumer Disc | 0.93% | +0.03% | +95.84% | |
| 48 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.91% | +0.05% | -2.50% | |
| 49 | T | At&t Inc | Stock-Comm Services | 0.89% | -0.20% | -0.59% | |
| 50 | ARB | Altshares Merger Arbitrage | ETF-Other | 0.89% | -0.10% | -1.36% |
According to official SEC Form 13F filings, Cantor Fitzgerald Investment Advisors L.p. reported a total U.S. public equity portfolio value of $1.5B across 145 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, IEI, AVGO) accounted for 14.0% of total reported equity market value during Q1 2024.
During Q1 2024, Cantor Fitzgerald Investment Advisors L.p.'s top holdings by market value included VOO (3.7%)、IEI (3.5%)、AVGO (2.8%). The largest single position, VOO, represented 3.7% of total portfolio value.
In Q1 2024, Cantor Fitzgerald Investment Advisors L.p. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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