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CIK: 0001710477
Total reported value
$1.5B
$1.5B
182 檔
15.8%
As reported in its official Q1 2025 Form 13F filing, Cantor Fitzgerald Investment Advisors L.p.'s tracked investment portfolio stood at $1.5B with 182 total positions.
In Q1 2025, Cantor Fitzgerald Investment Advisors L.p. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.13% | +0.31% | +3.73% | |
| 2 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 3.80% | -0.27% | +4.48% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.44% | +0.10% | -0.89% | |
| 4 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 2.92% | -0.36% | +5.79% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.76% | +0.16% | +1.85% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.49% | +0.02% | +6.45% | |
| 7 | CVS | Cvs Health CORP | Stock-Healthcare | 1.99% | -0.17% | -0.33% | |
| 8 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.86% | -0.13% | +6.03% | |
| 9 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.85% | +0.05% | +23.48% | |
| 10 | CSCO | Cisco Systems Inc | Stock-Tech | 1.73% | -0.77% | -12.79% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.66% | — | -17.17% | |
| 12 | WFC | Wells Fargo & Co | Stock-Financials | 1.64% | -0.06% | -13.27% | |
| 13 | SHEL | Shell Plc-adr | Stock-Energy | 1.54% | -0.15% | -13.05% | |
| 14 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 1.52% | -0.09% | +19.57% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.50% | -0.06% | -8.56% | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 1.45% | -0.79% | -18.58% | |
| 17 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.41% | — | +7.66% | |
| 18 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.34% | +0.01% | +38.91% | |
| 19 | RTX | Rtx CORP | Stock-Industrials | 1.33% | -0.01% | -18.98% | |
| 20 | TFC | Truist Financial CORP | Stock-Financials | 1.30% | — | +4.63% | |
| 21 | EMR | Emerson Electric Co | Stock-Industrials | 1.29% | +0.02% | -15.10% | |
| 22 | CVX | Chevron CORP | Stock-Energy | 1.25% | -0.29% | -11.30% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.23% | +0.01% | +9.29% | |
| 24 | MDT | Medtronic plc | Stock-Healthcare | 1.21% | -0.18% | -9.25% | |
| 25 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.20% | -0.14% | -8.39% | |
| 26 | ARB | Altshares Merger Arbitrage | ETF-Other | 1.20% | -0.10% | +4.35% | |
| 27 | HPQ | Hp Inc | Stock-Tech | 1.19% | +0.05% | -4.73% | |
| 28 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.18% | +0.05% | -2.41% | |
| 29 | COP | Conocophillips | Stock-Energy | 1.18% | -0.35% | -13.29% | |
| 30 | T | At&t Inc | Stock-Comm Services | 1.17% | -0.20% | -15.71% | |
| 31 | TPR | Tapestry Inc | Stock-Consumer Disc | 1.14% | — | -28.46% | |
| 32 | PM | Philip Morris International | Stock-Consumer Staples | 1.13% | — | -38.74% | |
| 33 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 1.12% | +0.45% | -11.37% | |
| 34 | USB | US Bancorp | Stock-Financials | 1.08% | +0.08% | +1.78% | |
| 35 | DUK | Duke Energy CORP | Stock-Utilities | 1.07% | -0.12% | -11.04% | |
| 36 | BBY | Best Buy Co Inc | Stock-Consumer Disc | 1.06% | +0.09% | +7.13% | |
| 37 | KEL | Kellanova | Stock-Other | 1.01% | — | -24.68% | |
| 38 | ATO | Atmos Energy CORP | Stock-Utilities | 1.00% | -0.01% | -18.87% | |
| 39 | SJM | Jm Smucker Co/the | Stock-Consumer Staples | 1.00% | +0.08% | -6.32% | |
| 40 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.98% | -0.20% | -11.61% | |
| 41 | FIS | Fidelity National Info Serv | Stock-Tech | 0.98% | -0.25% | +28.46% | |
| 42 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.97% | -0.05% | +1.32% | |
| 43 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.97% | -0.02% | -18.59% | |
| 44 | NI | Nisource Inc | Stock-Utilities | 0.96% | -0.04% | +0.63% | |
| 45 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.95% | +0.17% | -7.25% | |
| 46 | PFE | Pfizer Inc | Stock-Healthcare | 0.94% | -0.21% | -2.75% | |
| 47 | GPC | Genuine Parts Co | Stock-Consumer Disc | 0.89% | +0.03% | -10.04% | |
| 48 | MET | Metlife Inc | Stock-Financials | 0.87% | +0.09% | -16.92% | |
| 49 | PRU | Prudential Financial Inc | Stock-Financials | 0.84% | +0.03% | -16.77% | |
| 50 | SWK | Stanley Black & Decker Inc | Stock-Industrials | 0.81% | +0.24% | -9.06% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 2 | IEI | Ishares 3-7 Year Treasury Bo | — | NEW | New buy |
| 3 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 4 | VMBS | Vanguard Mortgage-backed Sec | — | NEW | New buy |
| 5 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 6 | VEA | Vanguard Ftse Developed ETF | — | NEW | New buy |
| 7 | CVS | Cvs Health CORP | — | NEW | New buy |
| 8 | SPIB | Ss Spdr P Int C CORP ETF | — | NEW | New buy |
| 9 | SCHX | Schwab US Large-cap ETF | — | NEW | New buy |
| 10 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 11 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 12 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 13 | SHEL | Shell Plc-adr | — | NEW | New buy |
| 14 | MDLZ | Mondelez International Inc-a | — | NEW | New buy |
| 15 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 16 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 17 | TLT | Ishares 20+ Year Treasury Bd | — | NEW | New buy |
| 18 | UPS | United Parcel Service-cl B | — | NEW | New buy |
| 19 | RTX | Rtx CORP | — | NEW | New buy |
| 20 | TFC | Truist Financial CORP | — | NEW | New buy |
| 21 | EMR | Emerson Electric Co | — | NEW | New buy |
| 22 | CVX | Chevron CORP | — | NEW | New buy |
| 23 | VWO | Vanguard Ftse Emerging Marke | — | NEW | New buy |
| 24 | MDT | Medtronic plc | — | NEW | New buy |
| 25 | BMY | Bristol-myers Squibb Co | — | NEW | New buy |
| 26 | ARB | Altshares Merger Arbitrage | — | NEW | New buy |
| 27 | HPQ | Hp Inc | — | NEW | New buy |
| 28 | IJH | Ishares Core S&p Midcap ETF | — | NEW | New buy |
| 29 | COP | Conocophillips | — | NEW | New buy |
| 30 | T | At&t Inc | — | NEW | New buy |
| 31 | TPR | Tapestry Inc | — | NEW | New buy |
| 32 | PM | Philip Morris International | — | NEW | New buy |
| 33 | KMB | Kimberly-clark CORP | — | NEW | New buy |
| 34 | USB | US Bancorp | — | NEW | New buy |
| 35 | DUK | Duke Energy CORP | — | NEW | New buy |
| 36 | BBY | Best Buy Co Inc | — | NEW | New buy |
| 37 | KEL | Kellanova | — | NEW | New buy |
| 38 | ATO | Atmos Energy CORP | — | NEW | New buy |
| 39 | SJM | Jm Smucker Co/the | — | NEW | New buy |
| 40 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 41 | FIS | Fidelity National Info Serv | — | NEW | New buy |
| 42 | TRV | Travelers Cos Inc/the | — | NEW | New buy |
| 43 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 44 | NI | Nisource Inc | — | NEW | New buy |
| 45 | CMCSA | Comcast Corp-class A | — | NEW | New buy |
| 46 | PFE | Pfizer Inc | — | NEW | New buy |
| 47 | GPC | Genuine Parts Co | — | NEW | New buy |
| 48 | MET | Metlife Inc | — | NEW | New buy |
| 49 | PRU | Prudential Financial Inc | — | NEW | New buy |
| 50 | SWK | Stanley Black & Decker Inc | — | NEW | New buy |
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 182 disclosed positions in Q1 2025.
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 IVV, IEI, VOO) accounted for 15.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
IVV
市值: $56.7M
During Q1 2025, Cantor Fitzgerald Investment Advisors L.p.'s top holdings by market value included IVV (4.1%)、IEI (3.8%)、VOO (3.4%). The largest single position, IVV, represented 4.1% of total portfolio value.
In Q1 2025, Cantor Fitzgerald Investment Advisors L.p. made 50 total portfolio adjustments, initiating 50 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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