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CIK: 0001710477
Total reported value
$1.5B
$1.5B
147 檔
14.1%
According to the latest 13F quarterly dataset, Cantor Fitzgerald Investment Advisors L.p. managed an equity portfolio of $1.5B at the end of Q2 2024, spanning 147 distinct U.S. exchange-listed positions.
During Q2 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 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 4.20% | -0.27% | +15.89% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.69% | +0.10% | -8.05% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 3.02% | +0.02% | -14.66% | |
| 4 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 2.65% | -0.36% | -8.79% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.57% | +0.31% | -5.45% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.27% | +0.16% | -10.71% | |
| 7 | SHEL | Shell Plc-adr | Stock-Energy | 1.83% | -0.15% | -2.12% | |
| 8 | XOM | Exxon Mobil CORP | Stock-Energy | 1.82% | -0.79% | -2.42% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.81% | +0.02% | -0.71% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.74% | — | -1.50% | |
| 11 | CVS | Cvs Health CORP | Stock-Healthcare | 1.73% | -0.17% | +31.29% | |
| 12 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.72% | -0.02% | -2.63% | |
| 13 | HPQ | Hp Inc | Stock-Tech | 1.66% | +0.05% | -2.25% | |
| 14 | WFC | Wells Fargo & Co | Stock-Financials | 1.65% | -0.06% | -2.63% | |
| 15 | EMR | Emerson Electric Co | Stock-Industrials | 1.61% | +0.02% | -2.85% | |
| 16 | CSCO | Cisco Systems Inc | Stock-Tech | 1.61% | -0.77% | -1.94% | |
| 17 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.56% | -0.13% | +4.03% | |
| 18 | IBM | Intl Business Machines CORP | Stock-Tech | 1.55% | +0.60% | -18.68% | |
| 19 | COP | Conocophillips | Stock-Energy | 1.55% | -0.35% | -1.89% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.54% | -0.06% | -1.82% | |
| 21 | TPR | Tapestry Inc | Stock-Consumer Disc | 1.49% | — | -1.95% | |
| 22 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 1.48% | +0.01% | -2.97% | |
| 23 | CVX | Chevron CORP | Stock-Energy | 1.34% | -0.29% | -2.40% | |
| 24 | RTX | Rtx CORP | Stock-Industrials | 1.31% | -0.01% | -31.31% | |
| 25 | GPC | Genuine Parts Co | Stock-Consumer Disc | 1.29% | +0.03% | +49.65% | |
| 26 | VTR | Ventas Inc | Stock-Real Estate | 1.28% | — | -2.79% | |
| 27 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 1.28% | +0.45% | -2.80% | |
| 28 | MET | Metlife Inc | Stock-Financials | 1.28% | +0.09% | -2.29% | |
| 29 | ATO | Atmos Energy CORP | Stock-Utilities | 1.27% | -0.01% | -2.34% | |
| 30 | MDT | Medtronic plc | Stock-Healthcare | 1.26% | -0.18% | -2.42% | |
| 31 | PM | Philip Morris International | Stock-Consumer Staples | 1.24% | — | -2.85% | |
| 32 | TFC | Truist Financial CORP | Stock-Financials | 1.24% | — | -2.26% | |
| 33 | DOW | Dow Inc | Stock-Materials | 1.21% | -0.07% | -2.73% | |
| 34 | PFE | Pfizer Inc | Stock-Healthcare | 1.18% | -0.21% | -2.18% | |
| 35 | PRU | Prudential Financial Inc | Stock-Financials | 1.15% | +0.03% | -26.71% | |
| 36 | FIS | Fidelity National Info Serv | Stock-Tech | 1.09% | -0.25% | -2.45% | |
| 37 | IFF | Intl Flavors & Fragrances | Stock-Materials | 1.09% | +0.02% | -3.40% | |
| 38 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.08% | -0.20% | -2.20% | |
| 39 | KEL | Kellanova | Stock-Other | 1.07% | — | -2.17% | |
| 40 | USB | US Bancorp | Stock-Financials | 1.05% | +0.08% | -2.50% | |
| 41 | DUK | Duke Energy CORP | Stock-Utilities | 1.04% | -0.12% | -2.43% | |
| 42 | SJM | Jm Smucker Co/the | Stock-Consumer Staples | 1.03% | +0.08% | +12.01% | |
| 43 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 1.01% | -0.09% | -1.27% | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.00% | +0.05% | -1.37% | |
| 45 | SWK | Stanley Black & Decker Inc | Stock-Industrials | 1.00% | +0.24% | +25.73% | |
| 46 | T | At&t Inc | Stock-Comm Services | 0.98% | -0.20% | -2.51% | |
| 47 | TGT | Target CORP | Stock-Consumer Disc | 0.96% | -0.01% | +28.79% | |
| 48 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.94% | -0.14% | +27.56% | |
| 49 | ARB | Altshares Merger Arbitrage | ETF-Other | 0.92% | -0.10% | +0.71% | |
| 50 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.88% | +0.01% | +2.40% |
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 147 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IEI, VOO, AVGO) accounted for 14.1% of total reported equity market value during Q2 2024.
During Q2 2024, Cantor Fitzgerald Investment Advisors L.p.'s top holdings by market value included IEI (4.2%)、VOO (3.7%)、AVGO (3.0%). The largest single position, IEI, represented 4.2% of total portfolio value.
In Q2 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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