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CIK: 0001710477
Total reported value
$1.5B
$1.5B
186 檔
16.2%
During the Q3 2024 filing period, Cantor Fitzgerald Investment Advisors L.p. (CIK: 0001710477) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.5B across 186 reported positions.
In Q3 2024, Cantor Fitzgerald Investment Advisors L.p. displayed an active expansion posture, initiating 5 new positions and adding to 30 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 4.11% | -0.27% | +6.93% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.51% | +0.31% | +47.01% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.44% | +0.10% | +0.28% | |
| 4 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 2.65% | -0.36% | +8.76% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.61% | +0.16% | +27.87% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.20% | +0.02% | +29.06% | |
| 7 | IBM | Intl Business Machines CORP | Stock-Tech | 1.73% | +0.60% | -1.40% | |
| 8 | XOM | Exxon Mobil CORP | Stock-Energy | 1.64% | -0.79% | +0.04% | |
| 9 | CVS | Cvs Health CORP | Stock-Healthcare | 1.63% | -0.17% | +0.19% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.62% | — | +1.40% | |
| 11 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.60% | -0.13% | +11.95% | |
| 12 | CSCO | Cisco Systems Inc | Stock-Tech | 1.59% | -0.77% | -0.01% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.50% | -0.06% | -0.13% | |
| 14 | HPQ | Hp Inc | Stock-Tech | 1.50% | +0.05% | -0.07% | |
| 15 | SHEL | Shell Plc-adr | Stock-Energy | 1.48% | -0.15% | +0.03% | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.46% | +0.05% | +81.34% | |
| 17 | TPR | Tapestry Inc | Stock-Consumer Disc | 1.45% | — | +0.24% | |
| 18 | EMR | Emerson Electric Co | Stock-Industrials | 1.41% | +0.02% | -0.18% | |
| 19 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.40% | -0.02% | +0.58% | |
| 20 | RTX | Rtx CORP | Stock-Industrials | 1.40% | -0.01% | -0.04% | |
| 21 | WFC | Wells Fargo & Co | Stock-Financials | 1.38% | -0.06% | +0.08% | |
| 22 | ATO | Atmos Energy CORP | Stock-Utilities | 1.32% | -0.01% | -0.63% | |
| 23 | PM | Philip Morris International | Stock-Consumer Staples | 1.31% | — | -0.41% | |
| 24 | KEL | Kellanova | Stock-Other | 1.30% | — | -1.65% | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 1.28% | +0.02% | +346.09% | |
| 26 | MDT | Medtronic plc | Stock-Healthcare | 1.27% | -0.18% | +0.10% | |
| 27 | COP | Conocophillips | Stock-Energy | 1.27% | -0.35% | +0.79% | |
| 28 | SWK | Stanley Black & Decker Inc | Stock-Industrials | 1.21% | +0.24% | -0.18% | |
| 29 | TFC | Truist Financial CORP | Stock-Financials | 1.20% | — | -0.11% | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.18% | +0.05% | +24.90% | |
| 31 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 1.17% | +0.45% | -0.02% | |
| 32 | GPC | Genuine Parts Co | Stock-Consumer Disc | 1.16% | +0.03% | +0.71% | |
| 33 | CVX | Chevron CORP | Stock-Energy | 1.15% | -0.29% | +3.20% | |
| 34 | DOW | Dow Inc | Stock-Materials | 1.10% | -0.07% | +0.01% | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.10% | +0.01% | +29.27% | |
| 36 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.10% | +0.01% | +86.99% | |
| 37 | VTR | Ventas Inc | Stock-Real Estate | 1.10% | — | -22.48% | |
| 38 | PFE | Pfizer Inc | Stock-Healthcare | 1.09% | -0.21% | +0.61% | |
| 39 | USB | US Bancorp | Stock-Financials | 1.07% | +0.08% | +0.16% | |
| 40 | FIS | Fidelity National Info Serv | Stock-Tech | 1.07% | -0.25% | -0.09% | |
| 41 | DUK | Duke Energy CORP | Stock-Utilities | 1.06% | -0.12% | -0.17% | |
| 42 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.05% | -0.20% | +0.71% | |
| 43 | PRU | Prudential Financial Inc | Stock-Financials | 1.04% | +0.03% | -0.58% | |
| 44 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.04% | -0.14% | +0.18% | |
| 45 | MET | Metlife Inc | Stock-Financials | 1.02% | +0.09% | -22.86% | |
| 46 | SJM | Jm Smucker Co/the | Stock-Consumer Staples | 1.02% | +0.08% | +0.55% | |
| 47 | ARB | Altshares Merger Arbitrage | ETF-Other | 1.02% | -0.10% | +20.88% | |
| 48 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 1.01% | -0.09% | +0.28% | |
| 49 | T | At&t Inc | Stock-Comm Services | 1.00% | -0.20% | +0.14% | |
| 50 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.95% | +0.01% | -38.87% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +0.9% | +47.01% | Add |
| 2 | SCHX | Schwab US Large-cap ETF | +0.6% | +81.34% | Add |
| 3 | UPS | United Parcel Service-cl B | +0.4% | +86.99% | Add |
| 4 | SLB | Slb LTD | +0.4% | NEW | New buy |
| 5 | DG | Dollar General CORP | +0.4% | NEW | New buy |
| 6 | VEA | Vanguard Ftse Developed ETF | +0.4% | +29.06% | Add |
| 7 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +27.87% | Add |
| 8 | KEL | Kellanova | +0.2% | -1.65% | Trim |
| 9 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +29.27% | Add |
| 10 | SWK | Stanley Black & Decker Inc | +0.2% | -0.18% | Trim |
| 11 | NVDA | Nvidia CORP | +0.2% | NEW | New buy |
| 12 | IBM | Intl Business Machines CORP | +0.2% | -1.40% | Trim |
| 13 | IJH | Ishares Core S&p Midcap ETF | +0.2% | +24.90% | Add |
| 14 | AAPL | Apple Inc | +0.2% | +39.50% | Add |
| 15 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +108.51% | Add |
| 16 | BND | Vanguard Total Bond Market | +0.2% | +162.14% | Add |
| 17 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.2% | NEW | New buy |
| 18 | VGT | Vanguard Info Tech ETF | +0.1% | NEW | New buy |
| 19 | DVN | Devon Energy CORP | +0.1% | +65.37% | Add |
| 20 | IJR | Ishares Core S&p Small-cap E | +0.1% | +46.85% | Add |
| 21 | BMY | Bristol-myers Squibb Co | +0.1% | +0.18% | Add |
| 22 | SCHM | Schwab US Mid Cap ETF | +0.1% | +58.40% | Add |
| 23 | RTX | Rtx CORP | +0.1% | -0.04% | Trim |
| 24 | ARB | Altshares Merger Arbitrage | +0.1% | +20.88% | Add |
| 25 | BBY | Best Buy Co Inc | +0.1% | +0.86% | Add |
| 26 | SHYL | Xtrackers Shrt Dur High Yiel | +0.1% | +34.88% | Add |
| 27 | PM | Philip Morris International | +0.1% | -0.41% | Trim |
| 28 | ATO | Atmos Energy CORP | +0.1% | -0.63% | Trim |
| 29 | SPIB | Ss Spdr P Int C CORP ETF | 0% | +11.95% | Add |
| 30 | NI | Nisource Inc | 0% | -0.14% | Trim |
| 31 | VCIT | Vanguard Int-term Corporate | 0% | +13.83% | Add |
| 32 | USB | US Bancorp | 0% | +0.16% | Add |
| 33 | DUK | Duke Energy CORP | 0% | -0.17% | Trim |
| 34 | T | At&t Inc | 0% | +0.14% | Add |
| 35 | MDT | Medtronic plc | 0% | +0.10% | Add |
| 36 | VMBS | Vanguard Mortgage-backed Sec | — | +8.76% | Add |
| 37 | MDLZ | Mondelez International Inc-a | — | +0.28% | Add |
| 38 | CSCO | Cisco Systems Inc | 0% | -0.01% | Trim |
| 39 | JNJ | Johnson & Johnson | 0% | -0.13% | Trim |
| 40 | TPR | Tapestry Inc | 0% | +0.24% | Add |
| 41 | IEI | Ishares 3-7 Year Treasury Bo | -0.1% | +6.93% | Add |
| 42 | SPGI | S&p Global Inc | -0.2% | -83.33% | Trim |
| 43 | VOO | Vanguard S&p 500 ETF | -0.3% | +0.28% | Add |
| 44 | IFF | Intl Flavors & Fragrances | -0.3% | -27.30% | Trim |
| 45 | MRK | Merck & Co. Inc. | -0.3% | +0.58% | Add |
| 46 | SHEL | Shell Plc-adr | -0.4% | +0.03% | Add |
| 47 | ASHR | Xtrackers Harvest Csi 300 Ch | -0.4% | -94.44% | Trim |
| 48 | MTB | M & T Bank CORP | -0.5% | -69.95% | Trim |
| 49 | BNY | Bank Of New York Mellon CORP | -0.5% | -38.87% | Trim |
| 50 | AVGO | Broadcom Inc | -1.7% | +346.09% | Add |
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 186 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IEI, IVV, VOO) accounted for 16.2% of total reported equity market value during Q3 2024.
Top New Position Initiated
SLB
市值: $6.3M
Top Position Liquidated / Trimmed
CSCO
前期市值: $20.9M
During Q3 2024, Cantor Fitzgerald Investment Advisors L.p.'s top holdings by market value included IEI (4.1%)、IVV (3.5%)、VOO (3.4%). The largest single position, IEI, represented 4.1% of total portfolio value.
In Q3 2024, Cantor Fitzgerald Investment Advisors L.p. made 50 total portfolio adjustments, initiating 5 new buys, adding to 30 positions, trimming 15 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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