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CIK: 0001710477
Total reported value
$1.5B
$1.5B
183 檔
15.8%
According to the latest 13F quarterly dataset, Cantor Fitzgerald Investment Advisors L.p. managed an equity portfolio of $1.5B at the end of Q4 2024, spanning 183 distinct U.S. exchange-listed positions.
In Q4 2024, Cantor Fitzgerald Investment Advisors L.p. displayed an active expansion posture, initiating 2 new positions and adding to 27 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, VOO, IEI) accounted for 15.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
CAG
市值: $8.9M
Top Position Liquidated / Trimmed
IEI
前期市值: $60.4M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.97% | +0.31% | +8.62% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.46% | +0.10% | -3.27% | |
| 3 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 3.38% | -0.27% | -16.26% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.81% | +0.16% | +1.14% | |
| 5 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 2.57% | -0.36% | -0.71% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.10% | +0.02% | +3.40% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.87% | — | -0.50% | |
| 8 | CSCO | Cisco Systems Inc | Stock-Tech | 1.81% | -0.77% | +0.45% | |
| 9 | WFC | Wells Fargo & Co | Stock-Financials | 1.76% | -0.06% | +0.34% | |
| 10 | IBM | Intl Business Machines CORP | Stock-Tech | 1.73% | +0.60% | -0.96% | |
| 11 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.65% | -0.13% | +3.95% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 1.64% | +0.02% | -6.20% | |
| 13 | EMR | Emerson Electric Co | Stock-Industrials | 1.64% | +0.02% | +0.72% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 1.54% | -0.79% | +0.34% | |
| 15 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.50% | +0.05% | +193.84% | |
| 16 | SHEL | Shell Plc-adr | Stock-Energy | 1.44% | -0.15% | +0.75% | |
| 17 | TPR | Tapestry Inc | Stock-Consumer Disc | 1.41% | — | -31.27% | |
| 18 | HPQ | Hp Inc | Stock-Tech | 1.40% | +0.05% | +0.71% | |
| 19 | RTX | Rtx CORP | Stock-Industrials | 1.36% | -0.01% | +0.42% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.36% | -0.06% | -0.20% | |
| 21 | PM | Philip Morris International | Stock-Consumer Staples | 1.33% | — | +0.76% | |
| 22 | CVS | Cvs Health CORP | Stock-Healthcare | 1.26% | -0.17% | +6.01% | |
| 23 | KEL | Kellanova | Stock-Other | 1.26% | — | -5.46% | |
| 24 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.25% | -0.02% | +0.32% | |
| 25 | TFC | Truist Financial CORP | Stock-Financials | 1.25% | — | +0.91% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.23% | +0.05% | +2.42% | |
| 27 | COP | Conocophillips | Stock-Energy | 1.22% | -0.35% | +0.34% | |
| 28 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.20% | — | +106.12% | |
| 29 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.16% | -0.14% | +0.06% | |
| 30 | CVX | Chevron CORP | Stock-Energy | 1.16% | -0.29% | +0.40% | |
| 31 | USB | US Bancorp | Stock-Financials | 1.15% | +0.08% | +0.62% | |
| 32 | MDT | Medtronic plc | Stock-Healthcare | 1.13% | -0.18% | -1.59% | |
| 33 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 1.11% | +0.45% | +1.13% | |
| 34 | BBY | Best Buy Co Inc | Stock-Consumer Disc | 1.09% | +0.09% | +36.53% | |
| 35 | ARB | Altshares Merger Arbitrage | ETF-Other | 1.06% | -0.10% | +3.60% | |
| 36 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 1.06% | -0.09% | +27.73% | |
| 37 | ATO | Atmos Energy CORP | Stock-Utilities | 1.06% | -0.01% | -21.69% | |
| 38 | T | At&t Inc | Stock-Comm Services | 1.06% | -0.20% | +0.52% | |
| 39 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.05% | +0.01% | +1.28% | |
| 40 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.04% | +0.01% | +0.87% | |
| 41 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 1.04% | +0.01% | +0.01% | |
| 42 | TGT | Target CORP | Stock-Consumer Disc | 1.04% | -0.01% | +30.81% | |
| 43 | PRU | Prudential Financial Inc | Stock-Financials | 1.02% | +0.03% | -2.24% | |
| 44 | DUK | Duke Energy CORP | Stock-Utilities | 1.01% | -0.12% | +0.83% | |
| 45 | MET | Metlife Inc | Stock-Financials | 1.01% | +0.09% | -1.96% | |
| 46 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.99% | +0.17% | +47.62% | |
| 47 | PFE | Pfizer Inc | Stock-Healthcare | 0.97% | -0.21% | -4.68% | |
| 48 | SJM | Jm Smucker Co/the | Stock-Consumer Staples | 0.94% | +0.08% | -0.04% | |
| 49 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.93% | -0.20% | -2.08% | |
| 50 | GPC | Genuine Parts Co | Stock-Consumer Disc | 0.92% | +0.03% | -5.99% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CAG | Conagra Brands Inc | +0.6% | NEW | New buy |
| 2 | TLT | Ishares 20+ Year Treasury Bd | +0.6% | +106.12% | Add |
| 3 | IVV | Ishares Core S&p 500 ETF | +0.5% | +8.62% | Add |
| 4 | PPG | Ppg Industries Inc | +0.4% | NEW | New buy |
| 5 | WFC | Wells Fargo & Co | +0.4% | +0.34% | Add |
| 6 | AVGO | Broadcom Inc | +0.4% | -6.20% | Trim |
| 7 | CMCSA | Comcast Corp-class A | +0.3% | +47.62% | Add |
| 8 | JPM | Jpmorgan Chase & Co | +0.3% | -0.50% | Trim |
| 9 | VGLT | Vanguard Long-term Treasury | +0.2% | +914.22% | Add |
| 10 | EMR | Emerson Electric Co | +0.2% | +0.72% | Add |
| 11 | CSCO | Cisco Systems Inc | +0.2% | +0.45% | Add |
| 12 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +1.14% | Add |
| 13 | BBY | Best Buy Co Inc | +0.1% | +36.53% | Add |
| 14 | TGT | Target CORP | +0.1% | +30.81% | Add |
| 15 | BMY | Bristol-myers Squibb Co | +0.1% | +0.06% | Add |
| 16 | BNY | Bank Of New York Mellon CORP | +0.1% | +0.01% | Add |
| 17 | KEL | Kellanova | 0% | -5.46% | Trim |
| 18 | TPR | Tapestry Inc | 0% | -31.27% | Trim |
| 19 | SHEL | Shell Plc-adr | 0% | +0.75% | Add |
| 20 | UPS | United Parcel Service-cl B | -0.1% | +1.28% | Add |
| 21 | COP | Conocophillips | -0.1% | +0.34% | Add |
| 22 | DUK | Duke Energy CORP | -0.1% | +0.83% | Add |
| 23 | KMB | Kimberly-clark CORP | -0.1% | +1.13% | Add |
| 24 | VWO | Vanguard Ftse Emerging Marke | -0.1% | +0.87% | Add |
| 25 | NUE | Nucor CORP | -0.1% | +0.57% | Add |
| 26 | SPYV | Ss Spdr P S&p 500 Value ETF | -0.1% | -37.90% | Trim |
| 27 | BWXT | Bwx Technologies Inc | -0.1% | -72.30% | Trim |
| 28 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | -18.99% | Trim |
| 29 | LMT | Lockheed Martin CORP | -0.1% | +2.84% | Add |
| 30 | VMBS | Vanguard Mortgage-backed Sec | -0.1% | -0.71% | Trim |
| 31 | SJM | Jm Smucker Co/the | -0.1% | -0.04% | Trim |
| 32 | VEA | Vanguard Ftse Developed ETF | -0.1% | +3.40% | Add |
| 33 | XOM | Exxon Mobil CORP | -0.1% | +0.34% | Add |
| 34 | HPQ | Hp Inc | -0.1% | +0.71% | Add |
| 35 | PFE | Pfizer Inc | -0.1% | -4.68% | Trim |
| 36 | VZ | Verizon Communications Inc | -0.1% | -2.08% | Trim |
| 37 | JNJ | Johnson & Johnson | -0.1% | -0.20% | Trim |
| 38 | MDT | Medtronic plc | -0.1% | -1.59% | Trim |
| 39 | IFF | Intl Flavors & Fragrances | -0.1% | +0.31% | Add |
| 40 | MRK | Merck & Co. Inc. | -0.2% | +0.32% | Add |
| 41 | DVN | Devon Energy CORP | -0.2% | -7.06% | Trim |
| 42 | VTR | Ventas Inc | -0.2% | -14.18% | Trim |
| 43 | KSS | Kohls CORP | -0.2% | -62.92% | Trim |
| 44 | GPC | Genuine Parts Co | -0.2% | -5.99% | Trim |
| 45 | DOW | Dow Inc | -0.3% | +3.25% | Add |
| 46 | ATO | Atmos Energy CORP | -0.3% | -21.69% | Trim |
| 47 | FIS | Fidelity National Info Serv | -0.3% | -25.23% | Trim |
| 48 | SWK | Stanley Black & Decker Inc | -0.3% | -1.53% | Trim |
| 49 | CVS | Cvs Health CORP | -0.4% | +6.01% | Add |
| 50 | IEI | Ishares 3-7 Year Treasury Bo | -0.7% | -16.26% | Trim |
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 183 disclosed positions in Q4 2024.
During Q4 2024, Cantor Fitzgerald Investment Advisors L.p.'s top holdings by market value included IVV (4.0%)、VOO (3.5%)、IEI (3.4%). The largest single position, IVV, represented 4.0% of total portfolio value.
In Q4 2024, Cantor Fitzgerald Investment Advisors L.p. made 50 total portfolio adjustments, initiating 2 new buys, adding to 27 positions, trimming 21 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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