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CANTOR FITZGERALD INVESTMENT ADVISORS L.P.13F | |
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | |
Last update 2025-04-22 | 183 Stocks (6 new) |
Value $1.37 Bil | Turnover 5 % |
CANTOR FITZGERALD INVESTMENT A... Top Holdings of 2025-03-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 100,934 | 56,714.9 | +3.73% | 4.130 | +0.15% | 0.010 | +19.72% | +7.85% | 634,780.5 | ||
IEI | iShares 3-7 Year Treasury Bond ETF | 442,124 | 52,230.3 | +4.48% | 3.800 | +0.16% | 0.330 | +0.66% | +3.77% | 15,643.2 | ||
VOO | Vanguard S&P 500 ETF | 92,009 | 47,284.5 | -0.89% | 3.440 | -0.03% | 0.010 | +19.64% | +7.82% | 661,132.0 | ||
VMBS |
Vanguard Mortgage-Backed Securities ETF
Vanguard Mortgage-Backed Securities ETF
| 866,352 | 40,120.8 | +5.79% | 2.920 | +0.16% | 0.190 | +1.32% | +3.29% | 14,364.1 | ||
QQQ | INVESCO QQQ Trust | 80,909 | 37,939.8 | +1.85% | 2.760 | +0.05% | 0.010 | +26.65% | +10.18% | 358,119.4 | ||
VEA | Vanguard FTSE Developed Markets ETF | 673,886 | 34,253.6 | +6.45% | 2.490 | +0.15% | 0.020 | +12.75% | +20.21% | 157,968.9 | ||
CVS | CVS Health Corp | 403,120 | 27,311.4 | -0.33% | 1.990 | 0% | 0.030 | -4.96% | +44.28% | 80,075.7 | Healthcare Plans | |
SPIB |
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF
| 769,299 | 25,571.5 | +6.03% | 1.860 | +0.11% | 0.270 | +2.32% | +4.15% | 10,088.1 | ||
SCHX | Schwab U.S. Large-Cap ETF | 1,151,633 | 25,428.0 | +23.48% | 1.850 | +0.35% | 0.050 | +20.08% | +8.02% | 56,958.3 | ||
CSCO | Cisco Systems Inc | 384,719 | 23,741.0 | -12.79% | 1.730 | -0.23% | 0.010 | +23.23% | +17.64% | 270,467.9 | Hardware |
CANTOR FITZGERALD INVESTMENT ADVISORS L.P.'s Historical Top Holdings Breakdowns
CANTOR FITZGERALD INVESTMENT ADVISORS L.P.'s Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
AVGO | Broadcom Inc | 2025-03-31 | Reduce Reduce | -1.31% | 167.43 ($211.65) 244.7 | $286.45 | 35.34% | Reduce -79.65% | 20,805 | -81,415 | |
IBM |
International Business Machines Corp
International Business Machines Corp
| 2025-03-31 | Reduce Reduce | -1.13% | 217.4 ($244.61) 264.74 | $282.00 | 15.29% | Reduce -65.2% | 39,601 | -74,202 | |
BK | Bank of New York Mellon Corp | 2025-03-31 | Reduce Reduce | -0.72% | 75.42 ($84.04) 88.95 | $97.92 | 16.52% | Reduce -69.28% | 60,057 | -135,437 | |
GLW | Corning Inc | 2025-03-31 | New Buy New Buy | +0.52% | 44.91 ($49.38) 54.25 | $54.20 | 9.76% | New holding | 156,025 | 156,025 | |
PM | Philip Morris International Inc | 2025-03-31 | Reduce Reduce | -0.52% | 117.15 ($141.65) 158.79 | $179.17 | 26.49% | Reduce -38.74% | 97,702 | -61,793 | |
TXN | Texas Instruments Inc | 2025-03-31 | New Buy New Buy | +0.46% | 173.6 ($187.2) 203.96 | $216.59 | 15.70% | New holding | 35,099 | 35,099 | |
STT | State Street Corp | 2025-03-31 | New Buy New Buy | +0.44% | 84.47 ($95.53) 102.23 | $107.48 | 12.51% | New holding | 67,600 | 67,600 | |
TPR | Tapestry Inc | 2025-03-31 | Reduce Reduce | -0.40% | 65.63 ($75.68) 89.21 | $102.16 | 34.99% | Reduce -28.46% | 223,243 | -88,821 | |
UPS | United Parcel Service Inc | 2025-03-31 | Add Add | +0.38% | 109.66 ($119.57) 136.26 | $99.50 | -16.79% | Add 38.91% | 166,933 | 46,758 | |
SCHX | Schwab U.S. Large-Cap ETF | 2025-03-31 | Add Add | +0.35% | 21.75 ($23.28) 24.28 | $24.89 | 6.92% | Add 23.48% | 1,151,633 | 218,983 |
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. Total Holding History ($B)
CANTOR FITZGERALD INVESTMENT ADVISORS L.P.'s Asset Allocation
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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CANTOR FITZGERALD INVESTMENT ADVISORS L.P.'s Hypothetical Growth since 2025-03-31
CANTOR FITZGERALD INVESTMENT ADVISORS L.P.'s Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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CANTOR FITZGERALD INVESTMENT ADVISORS L.P.'s Holdings Heat Map
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CANTOR FITZGERALD INVESTMENT ADVISORS L.P.'s Holdings Bubble Chart
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