Cantor Fitzgerald Investment Advisors L.P.

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 30, 2024), Cantor Fitzgerald Investment Advisors L.P. reported 145 stock positions worth $1.3 billion. Its top holding was Vanguard S&P 500 ETF (VOO) at 3.7% of the portfolio, followed by iShares 3-7 Year Treasury Bo (IEI, 3.5%) and Broadcom (AVGO, 2.8%). Compared with Q4 2023, it opened 2 new positions, sold out of 6, added to 20 and reduced 103. The biggest buy was a new position in Nisource (NI) and the biggest sale Simon Property (SPG, shares −64%).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001710477
Portfolio Value
$1.3B (Q1 2024)
SEC Filing
0001085146-24-002138 ↗ filed Apr 30, 2024

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $1.3B $1.3B Q1 2024 Q2 2024: $1.3B Q2 2024 Q3 2024: $1.5B Q3 2024 Q4 2024: $1.4B Q4 2024 Q1 2025: $1.4B Q1 2025 Q2 2025: $1.4B Q2 2025 Q3 2025: $1.5B Q3 2025 Q4 2025: $1.4B Q4 2025 Q1 2026: $1.4B Q1 2026 Q2 2026: $1.5B Q2 2026

Holdings 145 stocks · $1.3B
VOO Vanguard S&P 500 ETF 3.72% 104,078 $50.0M Reduce -3.0%
IEI iShares 3-7 Year Treasury Bo 3.51% 407,777 $47.2M Reduce -0.7%
AVGO Broadcom Inc. 2.82% 28,626 $37.9M Reduce -1.6%
VMBS Vanguard Mortgage-Backed Sec 2.82% 831,467 $37.9M Reduce -0.7%
IVV iShares Core S&P 500 ETF 2.52% 64,452 $33.9M Reduce -1.5%
QQQ Invesco QQQ Trust Series 1 2.27% 68,798 $30.5M Reduce -2.4%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 2.03% 143,305 $27.4M Reduce -25.7%
XOM Exxon Mobil Corp. 1.82% 210,785 $24.5M Reduce -2.6%
MRK Merck & Co. Inc. 1.81% 184,837 $24.4M Reduce -2.8%
RTX RTX Corp. 1.79% 246,912 $24.1M Reduce -2.2%
VEA Vanguard Ftse Developed ETF 1.78% 477,757 $24.0M Reduce -1.3%
CVS CVS Health Corp. 1.72% 290,048 $23.1M Reduce -1.9%
COP Conocophillips 1.69% 178,749 $22.8M Reduce -2.4%
JPM JPMorgan Chase & Co. 1.68% 113,111 $22.7M Reduce -24.4%
SHEL Shell PLC-ADR 1.67% 336,058 $22.5M Reduce -2.3%
CSCO Cisco Systems Inc. 1.66% 447,939 $22.4M Reduce -2.2%
EMR Emerson Electric Co. 1.65% 195,598 $22.2M Reduce -2.7%
JNJ Johnson & Johnson 1.64% 139,166 $22.0M Reduce -2.4%
TPR Tapestry Inc. 1.63% 461,973 $21.9M Reduce -1.5%
WFC Wells Fargo & Co. 1.59% 369,365 $21.4M Reduce -2.3%
PRU Prudential Financial Inc. 1.52% 174,039 $20.4M Reduce -2.8%
SPIB SS SPDR P Int C Corp. ETF 1.46% 599,326 $19.6M Reduce -0.4%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 1.41% 329,524 $19.0M Reduce -2.6%
HPQ HP Inc. 1.41% 627,735 $19.0M Reduce -1.9%
MDT Medtronic PLC 1.38% 212,751 $18.5M Reduce -2.0%
CVX Chevron Corp. 1.34% 114,143 $18.0M Reduce -2.1%
MET Metlife Inc. 1.33% 241,453 $17.9M Reduce -2.0%
DOW Dow Inc. 1.31% 305,016 $17.7M Reduce -1.6%
TRV The Travelers Cos Inc. 1.29% 75,613 $17.4M Reduce -7.1%
ATO Atmos Energy Corp. 1.28% 144,574 $17.2M Reduce -2.4%
TFC Truist Financial Corp. 1.22% 422,663 $16.5M Reduce -1.1%
KMB Kimberly-Clark Corp. 1.19% 123,955 $16.0M Add +25.6%
USB US Bancorp 1.17% 352,211 $15.7M Reduce -1.6%
PFE Pfizer Inc. 1.16% 561,803 $15.6M Add +0.1%
PM Philip Morris International 1.11% 163,616 $15.0M Reduce -2.5%
VZ Verizon Communications Inc. 1.09% 348,259 $14.6M Reduce -1.1%
VTR Ventas Inc. 1.08% 334,618 $14.6M Add +40.1%
FIS Fidelity National Info Serv 1.06% 192,639 $14.3M Reduce -0.7%
MDLZ Mondelez International Inc. Class A 1.06% 203,117 $14.2M Reduce -3.3%
K Kellanova 1.05% 246,269 $14.1M Reduce -1.3%
SJM The JM Smucker Co. filed as SMUCKER J M CO 1.02% 109,551 $13.8M Reduce -2.5%
IJH iShares Core S&P Midcap ETF 1.02% 225,196 $13.7M Reduce -3.8%
DUK Duke Energy Corp. 0.99% 138,326 $13.4M Add +21.4%
IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA 0.98% 153,298 $13.2M Reduce -2.7%
SWK Stanley Black & Decker Inc. 0.94% 129,213 $12.7M Reduce -2.4%
BMY Bristol-Myers Squibb Co. 0.93% 231,271 $12.5M Reduce -1.2%
GPC Genuine Parts Co. 0.93% 80,756 $12.5M Add +95.8%
SCHX Schwab US Large-Cap ETF 0.91% 198,011 $12.3M Reduce -2.5%
T AT&T Inc. 0.89% 684,504 $12.0M Reduce -0.6%
ARB Altshares Merger Arbitrage 0.89% 442,385 $12.0M Reduce -1.4%
TGT Target Corp. 0.86% 65,513 $11.6M Reduce -1.5%
D Dominion Energy Inc. 0.85% 231,859 $11.4M Reduce -0.5%
CMCSA Comcast Corp. Class A 0.84% 260,566 $11.3M Reduce -2.1%
VWO Vanguard Ftse Emerging Marke 0.79% 255,534 $10.7M Reduce -0.5%
SPG Simon Property Group Inc. 0.75% 64,670 $10.1M Reduce -64.2%
SJNK SS SPDR BB St Hi Yield ETF 0.73% 391,888 $9.9M Reduce -0.1%
LMT Lockheed Martin Corp. 0.73% 21,611 $9.8M Reduce -2.9%
VCIT Vanguard Int-Term Corporate 0.72% 121,002 $9.7M Reduce -0.8%
SWKS Skyworks Solutions Inc. 0.70% 87,192 $9.4M Reduce -2.5%
NI Nisource Inc. 0.69% 334,305 $9.2M New
MTB M & T Bank Corp. filed as M & T BK CORP 0.68% 62,661 $9.1M Reduce -2.0%
NFG National Fuel Gas Co. 0.64% 161,279 $8.7M Reduce -1.9%
HPE Hewlett Packard Enterprise 0.64% 488,140 $8.7M Reduce -3.5%
DVN Devon Energy Corp. 0.60% 160,677 $8.1M Reduce -3.0%
TLT iShares 20+ Year Treasury BD 0.55% 78,821 $7.5M Reduce -1.7%
BBY Best Buy Co. Inc. 0.53% 87,428 $7.2M New
UPS United Parcel Service Class B 0.53% 47,660 $7.1M Reduce -2.5%
NUE Nucor Corp. 0.52% 35,406 $7.0M Reduce -1.1%
INTC Intel Corp. 0.49% 149,773 $6.6M Add +0.0%
KSS Kohls Corp. 0.45% 207,011 $6.0M Reduce -1.5%
HD Home Depot Inc. 0.44% 15,313 $5.9M Reduce -51.1%
SPY SS SPDR S&P 500 ETF Trust-US 0.43% 11,062 $5.8M Reduce -0.1%
SPMB SS SPDR P Mort Back Bond ETF 0.42% 259,972 $5.6M Add +1.5%
MSFT Microsoft Corp. 0.41% 13,023 $5.5M Reduce -0.8%
AAPL Apple Inc. 0.39% 30,537 $5.2M Reduce -5.4%
VGIT Vanguard Intermediate-Term T 0.37% 86,029 $5.0M Reduce -0.9%
ETN Eaton Corp. PLC 0.36% 15,370 $4.8M Reduce -4.2%
IDEV iShares Core MSCI Dev MKTS 0.36% 71,393 $4.8M Reduce -3.5%
ASHR Xtrackers Harvest Csi 300 CH 0.35% 195,577 $4.7M Add +0.8%
SHYL Xtrackers SHRT Dur High Yiel 0.30% 89,856 $4.0M Add +0.1%
PPL PPL Corp. 0.29% 139,784 $3.8M No change
TSN Tyson Foods Inc. Class A 0.28% 64,550 $3.8M No change
IEMG iShares Core MSCI Emerging 0.28% 73,213 $3.8M Reduce -2.6%
KEY Keycorp 0.27% 232,010 $3.7M No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.27% 96,323 $3.7M Reduce -4.4%
IJR iShares Core S&P Small-Cap E 0.27% 33,031 $3.7M Reduce -2.0%
FDX FedEx Corp. 0.23% 10,855 $3.1M Reduce -4.0%
SCHM Schwab US Mid Cap ETF 0.21% 34,190 $2.8M Reduce -1.5%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.21% 11,519 $2.8M Add +1.6%
EAGG iShares ESG Aware US Aggrega 0.20% 58,440 $2.8M Add +2.3%
LNC Lincoln National Corp. 0.20% 84,217 $2.7M Add +0.4%
VTI VG Morningstar TS MKT ETF-US 0.19% 9,901 $2.6M Reduce -3.1%
COF Capital One Financial Corp. 0.18% 16,561 $2.5M Reduce -5.5%
OGN Organon & Co. 0.18% 126,753 $2.4M Reduce -1.2%
PWR Quanta Services Inc. 0.17% 9,042 $2.3M Reduce -3.8%
WMT Walmart Inc. 0.16% 36,080 $2.2M Reduce -12.6%
SNPE Xtrckr S&P 500 Scor&scrn ETF 0.16% 44,021 $2.1M Add +18.3%
MNA Nylim Merger Arbtrage ETF-Ui 0.14% 60,258 $1.9M Add +0.8%
TT Trane Technologies PLC 0.13% 5,897 $1.8M Reduce -4.1%
FTEC Fidelity MSCI Info Tech Indx 0.12% 10,753 $1.7M Reduce -6.2%
PARAA Paramount Global Class B 0.12% 141,222 $1.7M No change
HBI Hanesbrands Inc. 0.12% 279,638 $1.6M No change
BND Vanguard Total Bond Market 0.12% 22,210 $1.6M Reduce -2.2%
VEU Vanguard Ftse All-World Ex-U 0.11% 25,483 $1.5M Add +0.3%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.11% 14,075 $1.4M Reduce -3.1%
V Visa Inc. Class A 0.10% 5,007 $1.4M Reduce -6.4%
COST Costco Wholesale Corp. 0.10% 1,850 $1.4M No change
MA Mastercard Inc. Class A 0.10% 2,675 $1.3M Reduce -7.1%
BWXT BWX Technologies Inc. 0.09% 12,448 $1.3M Reduce -35.7%
CNYA iShares MSCI China A ETF 0.09% 45,079 $1.2M Reduce -1.9%
VIG Vanguard Dividend Apprec ETF 0.09% 6,290 $1.1M No change
DFUV Dimensional US Marketwide Va 0.08% 27,599 $1.1M No change
F Ford Motor Co. filed as FORD MTR CO DEL 0.08% 84,993 $1.1M Reduce -2.3%
SUSB iShares ESG Aware 1-5 Year U 0.08% 42,347 $1.0M Reduce -1.5%
IWM iShares Russell 2000 ETF 0.07% 4,634 $975K Reduce -26.5%
NUBD Nuveen ESG US Aggregate Bond 0.07% 42,052 $924K Reduce -15.1%
PG The Procter & Gamble Co. 0.06% 5,238 $850K Add +1.6%
BX Blackstone Inc. 0.06% 6,000 $788K No change
FCX Freeport-McMoran Inc. 0.06% 15,900 $748K Reduce -2.0%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.05% 2,834 $708K Reduce -0.6%
IEFA iShares Core MSCI Eafe ETF 0.05% 9,338 $693K No change
TCBI Texas Capital Bancshares Inc. 0.05% 11,200 $689K No change
PEP Pepsico Inc. 0.05% 3,709 $649K Add +16.8%
QCOM Qualcomm Inc. 0.04% 3,420 $579K No change
ESGU iShares ESG Aware MSCI USA 0.04% 4,900 $563K Reduce -24.0%
BRK.B Berkshire Hathaway Inc. Class B 0.04% 1,300 $547K Reduce -13.3%
META Meta Platforms Inc. Class A 0.04% 1,126 $547K No change
DMXU Xtrckr BBG Dev MK Ex Use ETF 0.04% 17,139 $535K Add +11.0%
SCHA Schwab US Small-Cap ETF 0.04% 9,749 $480K Reduce -3.4%
SO The Southern Co. 0.03% 5,700 $409K No change
A Agilent Technologies Inc. 0.03% 2,772 $403K Reduce -4.5%
EMCS Xtracke MSCI Emer Ms ETF-Usd 0.03% 15,560 $380K Add +24.9%
FLOT iShares Floating Rate Bond E 0.03% 7,428 $379K Reduce -0.1%
GE General Electric 0.03% 2,040 $358K Reduce -13.4%
NUHY Nuveen ESG Hi YLD Corp. BND 0.03% 16,795 $355K Reduce -0.6%
MIDE Xtrac S&P MC 400 Sc&scrn ETF 0.03% 11,269 $338K Add +9.2%
KO The Coca-Cola Co. 0.02% 5,206 $319K Reduce -23.5%
GLD SPDR Gold Shares 0.02% 1,500 $309K No change
FTAI Ftai Aviation Ltd. 0.02% 4,500 $303K No change
NSC Norfolk Southern Corp. 0.02% 925 $236K No change
MMM 3M Co. 0.02% 2,136 $227K Reduce -3.6%
CSX CSX Corp. 0.02% 6,100 $226K Reduce -3.6%
CRGY Crescent Energy Inc. Class A 0.01% 14,550 $173K No change
NCA Nuveen California Muni Val 0.01% 11,772 $106K No change
FIP Ftai Infrastructure Inc. 0.00% 10,500 $66K No change

Options reported separately and not counted above: NUE calls ($810).

Portfolio Sells Q4 2023 → Q1 2024
SPG Simon Property Group Inc. Reduce -64.2% 0.75% −1.24
IBM Intl Business Machines Corp. Reduce -25.7% 2.03% −0.41
HD Home Depot Inc. Reduce -51.1% 0.44% −0.40
JPM JPMorgan Chase & Co. Reduce -24.4% 1.68% −0.28
IEI iShares 3-7 Year Treasury Bo Reduce -0.7% 3.51% −0.21
VMBS Vanguard Mortgage-Backed Sec Reduce -0.7% 2.82% −0.18
ADM Archer-Daniels-Midland Co. Sold out 0.00% −0.15
CSCO Cisco Systems Inc. Reduce -2.2% 1.66% −0.13
MDLZ Mondelez International Inc. Class A Reduce -3.3% 1.06% −0.12
PM Philip Morris International Reduce -2.5% 1.11% −0.11
JNJ Johnson & Johnson Reduce -2.4% 1.64% −0.09
AAPL Apple Inc. Reduce -5.4% 0.39% −0.09
CVS CVS Health Corp. Reduce -1.9% 1.72% −0.09
HPQ HP Inc. Reduce -1.9% 1.41% −0.08
SHEL Shell PLC-ADR Reduce -2.3% 1.67% −0.08
SWKS Skyworks Solutions Inc. Reduce -2.5% 0.70% −0.08
SJM The JM Smucker Co. Reduce -2.5% 1.02% −0.07
KD Kyndryl Holdings Inc. Sold out 0.00% −0.07
SPIB SS SPDR P Int C Corp. ETF Reduce -0.4% 1.46% −0.07
UPS United Parcel Service Class B Reduce -2.5% 0.53% −0.07
SWK Stanley Black & Decker Inc. Reduce -2.4% 0.94% −0.06
CMCSA Comcast Corp. Class A Reduce -2.1% 0.84% −0.06
TLT iShares 20+ Year Treasury BD Reduce -1.7% 0.55% −0.06
ATO Atmos Energy Corp. Reduce -2.4% 1.28% −0.05
LMT Lockheed Martin Corp. Reduce -2.9% 0.73% −0.05
VCIT Vanguard Int-Term Corporate Reduce -0.8% 0.72% −0.04
ARB Altshares Merger Arbitrage Reduce -1.4% 0.89% −0.03
AMZN Amazon.com Inc. Sold out 0.00% −0.03
K Kellanova Reduce -1.3% 1.05% −0.03
SJNK SS SPDR BB St Hi Yield ETF Reduce -0.1% 0.73% −0.03
USB US Bancorp Reduce -1.6% 1.17% −0.03
IWM iShares Russell 2000 ETF Reduce -26.5% 0.07% −0.03
VGIT Vanguard Intermediate-Term T Reduce -0.9% 0.37% −0.02
VWO Vanguard Ftse Emerging Marke Reduce -0.5% 0.79% −0.02
HPE Hewlett Packard Enterprise Reduce -3.5% 0.64% −0.02
BWXT BWX Technologies Inc. Reduce -35.7% 0.09% −0.02
HYG Ishr Ibx Usd Hiyld CB ETF-Ui Sold out 0.00% −0.02
KSS Kohls Corp. Reduce -1.5% 0.45% −0.02
CMP Compass Minerals Internation Sold out 0.00% −0.02
NUBD Nuveen ESG US Aggregate Bond Reduce -15.1% 0.07% −0.02
VRP Invesco Variable Rate Prefer Sold out 0.00% −0.02
IEMG iShares Core MSCI Emerging Reduce -2.6% 0.28% −0.01
VEA Vanguard Ftse Developed ETF Reduce -1.3% 1.78% −0.01
IJR iShares Core S&P Small-Cap E Reduce -2.0% 0.27% −0.01
ESGU iShares ESG Aware MSCI USA Reduce -24.0% 0.04% −0.01
BND Vanguard Total Bond Market Reduce -2.2% 0.12% −0.01
IDEV iShares Core MSCI Dev MKTS Reduce -3.5% 0.36% −0.01
KO The Coca-Cola Co. Reduce -23.5% 0.02% −0.01
IFF Intl Flavors & Fragrances Reduce -2.7% 0.98% −0.01
CVX Chevron Corp. Reduce -2.1% 1.34% −0.01

Portfolio Buys Q4 2023 → Q1 2024
NI Nisource Inc. New 0.69% +0.69
BBY Best Buy Co. Inc. New 0.53% +0.53
GPC Genuine Parts Co. Add +95.8% 0.93% +0.49
KMB Kimberly-Clark Corp. Add +25.6% 1.19% +0.26
VTR Ventas Inc. Add +40.1% 1.08% +0.16
DUK Duke Energy Corp. Add +21.4% 0.99% +0.14
SNPE Xtrckr S&P 500 Scor&scrn ETF Add +18.3% 0.16% +0.03
LNC Lincoln National Corp. Add +0.4% 0.20% +0.02
VV Vngrd Mrgstr LRG-Cap ETF-Usd Add +1.6% 0.21% +0.01
PEP Pepsico Inc. Add +16.8% 0.05% +0.01
EMCS Xtracke MSCI Emer Ms ETF-Usd Add +24.9% 0.03% +0.01
PG The Procter & Gamble Co. Add +1.6% 0.06% +0.00
DMXU Xtrckr BBG Dev MK Ex Use ETF Add +11.0% 0.04% +0.00
MIDE Xtrac S&P MC 400 Sc&scrn ETF Add +9.2% 0.03% +0.00
VEU Vanguard Ftse All-World Ex-U Add +0.3% 0.11% +0.00
MNA Nylim Merger Arbtrage ETF-Ui Add +0.8% 0.14% −0.00
EAGG iShares ESG Aware US Aggrega Add +2.3% 0.20% −0.01
ASHR Xtrackers Harvest Csi 300 CH Add +0.8% 0.35% −0.01
SHYL Xtrackers SHRT Dur High Yiel Add +0.1% 0.30% −0.01
SPMB SS SPDR P Mort Back Bond ETF Add +1.5% 0.42% −0.02
INTC Intel Corp. Add +0.0% 0.49% −0.09
PFE Pfizer Inc. Add +0.1% 1.16% −0.09

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 184$1.5BIEI, IVV, VOO, VMBS, QQQ
Q1 2026 178$1.4BIEI, IVV, VMBS, VOO, QQQ
Q4 2025 185$1.4BIVV, VOO, IEI, QQQ, VMBS
Q3 2025 191$1.5BIVV, VOO, IEI, QQQ, VMBS
Q2 2025 186$1.4BIVV, VOO, IEI, QQQ, VMBS
Q1 2025 182$1.4BIVV, IEI, VOO, VMBS, QQQ
Q4 2024 183$1.4BIVV, VOO, IEI, QQQ, VMBS
Q3 2024 186$1.5BIEI, IVV, VOO, VMBS, QQQ
Q2 2024 147$1.3BIEI, VOO, AVGO, VMBS, IVV
Q1 2024 145$1.3BVOO, IEI, AVGO, VMBS, IVV