Cantor Fitzgerald Investment Advisors L.P.

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 19, 2024), Cantor Fitzgerald Investment Advisors L.P. reported 147 stock positions worth $1.3 billion. Its top holding was iShares 3-7 Year Treasury Bo (IEI) at 4.2% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 3.7%) and Broadcom (AVGO, 3.0%). Compared with Q1 2024, it opened 4 new positions, sold out of 2, added to 45 and reduced 78. The biggest buy was iShares 3-7 Year Treasury Bo (IEI, shares +16%) and the biggest sale Dominion Energy (D, shares −81%).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001710477
Portfolio Value
$1.3B (Q2 2024)
SEC Filing
0001085146-24-003119 ↗ filed Jul 19, 2024

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $1.3B Q1 2024 Q2 2024: $1.3B $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 147 stocks · $1.3B
IEI iShares 3-7 Year Treasury Bo 4.20% 472,568 $54.6M Add +15.9%
VOO Vanguard S&P 500 ETF 3.69% 95,700 $47.9M Reduce -8.1%
AVGO Broadcom Inc. 3.02% 24,428 $39.2M Reduce -14.7%
VMBS Vanguard Mortgage-Backed Sec 2.65% 758,368 $34.4M Reduce -8.8%
IVV iShares Core S&P 500 ETF 2.57% 60,940 $33.3M Reduce -5.5%
QQQ Invesco QQQ Trust Series 1 2.27% 61,427 $29.4M Reduce -10.7%
SHEL Shell PLC-ADR 1.83% 328,920 $23.7M Reduce -2.1%
XOM Exxon Mobil Corp. 1.82% 205,681 $23.7M Reduce -2.4%
VEA Vanguard Ftse Developed ETF 1.81% 474,381 $23.4M Reduce -0.7%
JPM JPMorgan Chase & Co. 1.74% 111,419 $22.5M Reduce -1.5%
CVS CVS Health Corp. 1.73% 380,794 $22.5M Add +31.3%
MRK Merck & Co. Inc. 1.72% 179,971 $22.3M Reduce -2.6%
HPQ HP Inc. 1.66% 613,625 $21.5M Reduce -2.3%
WFC Wells Fargo & Co. 1.65% 359,660 $21.4M Reduce -2.6%
EMR Emerson Electric Co. 1.61% 190,023 $20.9M Reduce -2.9%
CSCO Cisco Systems Inc. 1.61% 439,271 $20.9M Reduce -1.9%
SPIB SS SPDR P Int C Corp. ETF 1.56% 623,480 $20.3M Add +4.0%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.55% 116,541 $20.2M Reduce -18.7%
COP Conocophillips 1.55% 175,368 $20.1M Reduce -1.9%
JNJ Johnson & Johnson 1.54% 136,637 $20.0M Reduce -1.8%
TPR Tapestry Inc. 1.49% 452,976 $19.4M Reduce -1.9%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 1.48% 319,742 $19.1M Reduce -3.0%
CVX Chevron Corp. 1.34% 111,400 $17.4M Reduce -2.4%
RTX RTX Corp. 1.31% 169,605 $17.0M Reduce -31.3%
GPC Genuine Parts Co. 1.29% 120,848 $16.7M Add +49.6%
VTR Ventas Inc. 1.28% 325,284 $16.7M Reduce -2.8%
KMB Kimberly-Clark Corp. 1.28% 120,490 $16.7M Reduce -2.8%
MET Metlife Inc. 1.28% 235,935 $16.6M Reduce -2.3%
ATO Atmos Energy Corp. 1.27% 141,192 $16.5M Reduce -2.3%
MDT Medtronic PLC 1.26% 207,596 $16.3M Reduce -2.4%
PM Philip Morris International 1.24% 158,956 $16.1M Reduce -2.9%
TFC Truist Financial Corp. 1.24% 413,102 $16.0M Reduce -2.3%
DOW Dow Inc. 1.21% 296,682 $15.7M Reduce -2.7%
PFE Pfizer Inc. 1.18% 549,528 $15.4M Reduce -2.2%
PRU Prudential Financial Inc. 1.15% 127,557 $14.9M Reduce -26.7%
FIS Fidelity National Info Serv 1.09% 187,923 $14.2M Reduce -2.5%
IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA 1.09% 148,087 $14.1M Reduce -3.4%
VZ Verizon Communications Inc. 1.08% 340,606 $14.0M Reduce -2.2%
K Kellanova 1.07% 240,937 $13.9M Reduce -2.2%
USB US Bancorp 1.05% 343,400 $13.6M Reduce -2.5%
DUK Duke Energy Corp. 1.04% 134,967 $13.5M Reduce -2.4%
SJM The JM Smucker Co. filed as SMUCKER J M CO 1.03% 122,709 $13.4M Add +12.0%
MDLZ Mondelez International Inc. Class A 1.01% 200,547 $13.1M Reduce -1.3%
IJH iShares Core S&P Midcap ETF 1.00% 222,108 $13.0M Reduce -1.4%
SWK Stanley Black & Decker Inc. 1.00% 162,459 $13.0M Add +25.7%
T AT&T Inc. 0.98% 667,338 $12.8M Reduce -2.5%
TGT Target Corp. 0.96% 84,375 $12.5M Add +28.8%
BMY Bristol-Myers Squibb Co. 0.94% 295,008 $12.3M Add +27.6%
ARB Altshares Merger Arbitrage 0.92% 445,539 $12.0M Add +0.7%
VWO Vanguard Ftse Emerging Marke 0.88% 261,672 $11.5M Add +2.4%
BBY Best Buy Co. Inc. 0.87% 133,802 $11.3M Add +53.0%
SCHX Schwab US Large-Cap ETF 0.87% 175,033 $11.2M Reduce -11.6%
TRV The Travelers Cos Inc. 0.82% 52,441 $10.7M Reduce -30.6%
CMCSA Comcast Corp. Class A 0.77% 256,766 $10.1M Reduce -1.5%
SJNK SS SPDR BB St Hi Yield ETF 0.77% 398,438 $9.9M Add +1.7%
HPE Hewlett Packard Enterprise 0.77% 469,170 $9.9M Reduce -3.9%
SPG Simon Property Group Inc. 0.75% 64,517 $9.8M Reduce -0.2%
LMT Lockheed Martin Corp. 0.75% 20,965 $9.8M Reduce -3.0%
VCIT Vanguard Int-Term Corporate 0.75% 121,605 $9.7M Add +0.5%
NI Nisource Inc. 0.72% 323,514 $9.3M Reduce -3.2%
MTB M & T Bank Corp. filed as M & T BK CORP 0.71% 60,965 $9.2M Reduce -2.7%
UPS United Parcel Service Class B 0.67% 63,454 $8.7M Add +33.1%
NFG National Fuel Gas Co. 0.66% 158,086 $8.6M Reduce -2.0%
TLT iShares 20+ Year Treasury BD 0.61% 85,918 $7.9M Add +9.0%
DVN Devon Energy Corp. 0.59% 160,355 $7.6M Reduce -0.2%
AAPL Apple Inc. 0.50% 30,894 $6.5M Add +1.2%
MSFT Microsoft Corp. 0.45% 13,054 $5.8M Add +0.2%
VGIT Vanguard Intermediate-Term T 0.45% 99,452 $5.8M Add +15.6%
INTC Intel Corp. 0.43% 181,338 $5.6M Add +21.1%
SPY SS SPDR S&P 500 ETF Trust-US 0.43% 10,275 $5.6M Reduce -7.1%
ASHR Xtrackers Harvest Csi 300 CH 0.42% 232,059 $5.5M Add +18.6%
HD Home Depot Inc. 0.40% 15,164 $5.2M Reduce -1.0%
NUE Nucor Corp. 0.39% 31,941 $5.0M Reduce -9.8%
SPMB SS SPDR P Mort Back Bond ETF 0.39% 233,075 $5.0M Reduce -10.3%
KSS Kohls Corp. 0.36% 205,541 $4.7M Reduce -0.7%
IDEV iShares Core MSCI Dev MKTS 0.34% 67,891 $4.5M Reduce -4.9%
SHYL Xtrackers SHRT Dur High Yiel 0.32% 95,177 $4.2M Add +5.9%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.31% 100,505 $4.0M Add +4.3%
ETN Eaton Corp. PLC 0.30% 12,574 $3.9M Reduce -18.2%
PPL PPL Corp. 0.30% 139,784 $3.9M No change
IEMG iShares Core MSCI Emerging 0.29% 70,327 $3.8M Reduce -3.9%
TSN Tyson Foods Inc. Class A 0.28% 64,550 $3.7M No change
IJR iShares Core S&P Small-Cap E 0.27% 32,840 $3.5M Reduce -0.6%
FDX FedEx Corp. 0.26% 11,296 $3.4M Add +4.1%
KEY Keycorp 0.25% 232,010 $3.3M No change
EAGG iShares ESG Aware US Aggrega 0.22% 61,881 $2.9M Add +5.9%
SPGI S&P Global Inc. 0.21% 6,000 $2.7M New
SWKS Skyworks Solutions Inc. 0.21% 25,070 $2.7M Reduce -71.3%
LNC Lincoln National Corp. 0.20% 84,712 $2.6M Add +0.6%
OGN Organon & Co. 0.20% 127,153 $2.6M Add +0.3%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.20% 10,519 $2.6M Reduce -8.7%
WMT Walmart Inc. 0.20% 38,762 $2.6M Add +7.4%
SCHM Schwab US Mid Cap ETF 0.20% 33,026 $2.6M Reduce -3.4%
VTI VG Morningstar TS MKT ETF-US 0.19% 9,153 $2.4M Reduce -7.5%
COF Capital One Financial Corp. 0.19% 17,443 $2.4M Add +5.3%
SNPE Xtrckr S&P 500 Scor&scrn ETF 0.17% 43,756 $2.2M Reduce -0.6%
D Dominion Energy Inc. 0.17% 44,551 $2.2M Reduce -80.8%
MNA Nylim Merger Arbtrage ETF-Ui 0.16% 65,532 $2.1M Add +8.8%
TT Trane Technologies PLC 0.15% 6,030 $2.0M Add +2.3%
PWR Quanta Services Inc. 0.14% 7,231 $1.8M Reduce -20.0%
BND Vanguard Total Bond Market 0.13% 23,034 $1.7M Add +3.7%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.12% 14,492 $1.6M Add +3.0%
COST Costco Wholesale Corp. 0.12% 1,850 $1.6M No change
FTEC Fidelity MSCI Info Tech Indx 0.12% 8,951 $1.5M Reduce -16.8%
PARAA Paramount Global Class B 0.11% 140,422 $1.5M Reduce -0.6%
VEU Vanguard Ftse All-World Ex-U 0.11% 24,798 $1.5M Reduce -2.7%
CNYA iShares MSCI China A ETF 0.11% 54,708 $1.4M Add +21.4%
HBI Hanesbrands Inc. 0.11% 279,638 $1.4M No change
V Visa Inc. Class A 0.10% 5,007 $1.3M No change
BWXT BWX Technologies Inc. 0.09% 12,648 $1.2M Add +1.6%
MA Mastercard Inc. Class A 0.09% 2,675 $1.2M No change
VIG Vanguard Dividend Apprec ETF 0.09% 6,290 $1.1M No change
SUSB iShares ESG Aware 1-5 Year U 0.08% 44,718 $1.1M Add +5.6%
F Ford Motor Co. filed as FORD MTR CO DEL 0.08% 87,028 $1.1M Add +2.4%
DFUV Dimensional US Marketwide Va 0.08% 27,470 $1.1M Reduce -0.5%
IWM iShares Russell 2000 ETF 0.07% 4,649 $943K Add +0.3%
NUBD Nuveen ESG US Aggregate Bond 0.07% 42,898 $936K Add +2.0%
PG The Procter & Gamble Co. 0.07% 5,156 $850K Reduce -1.6%
BX Blackstone Inc. 0.06% 6,000 $743K No change
WBA Walgreens Boots Alliance Inc. 0.06% 59,048 $714K New
QCOM Qualcomm Inc. 0.05% 3,420 $681K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.05% 2,812 $681K Reduce -0.8%
PEP Pepsico Inc. 0.05% 4,020 $663K Add +8.4%
IEFA iShares Core MSCI Eafe ETF 0.05% 8,515 $619K Reduce -8.8%
FCX Freeport-McMoran Inc. 0.05% 12,301 $598K Reduce -22.6%
META Meta Platforms Inc. Class A 0.04% 1,126 $568K No change
DMXU Xtrckr BBG Dev MK Ex Use ETF 0.04% 17,408 $541K Add +1.6%
ESGU iShares ESG Aware MSCI USA 0.04% 4,515 $539K Reduce -7.9%
BRK.B Berkshire Hathaway Inc. Class B 0.04% 1,300 $529K No change
FTAI Ftai Aviation Ltd. 0.04% 4,500 $465K No change
SO The Southern Co. 0.03% 5,700 $442K No change
SCHA Schwab US Small-Cap ETF 0.03% 9,184 $436K Reduce -5.8%
EMCS Xtracke MSCI Emer Ms ETF-Usd 0.03% 15,961 $412K Add +2.6%
FLOT iShares Floating Rate Bond E 0.03% 7,449 $381K Add +0.3%
TCBI Texas Capital Bancshares Inc. 0.03% 6,200 $379K Reduce -44.6%
GE General Electric filed as GE AEROSPACE 0.03% 2,281 $363K Add +11.8%
A Agilent Technologies Inc. 0.03% 2,772 $359K No change
NUHY Nuveen ESG Hi YLD Corp. BND 0.03% 16,863 $353K Add +0.4%
XJH Ishare ESG SS S&P Midcap ETF 0.03% 8,294 $328K New
GLD SPDR Gold Shares 0.02% 1,500 $323K No change
AMZN Amazon.com Inc. 0.02% 1,510 $292K New
KO The Coca-Cola Co. 0.02% 4,034 $257K Reduce -22.5%
MMM 3M Co. 0.02% 2,136 $218K No change
CSX CSX Corp. 0.02% 6,325 $212K Add +3.7%
CRGY Crescent Energy Inc. Class A 0.01% 14,550 $172K No change
NCA Nuveen California Muni Val 0.01% 11,772 $102K No change
FIP Ftai Infrastructure Inc. 0.01% 10,500 $91K No change

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

Portfolio Sells Q1 2024 → Q2 2024
D Dominion Energy Inc. Reduce -80.8% 0.17% −0.68
SWKS Skyworks Solutions Inc. Reduce -71.3% 0.21% −0.50
IBM Intl Business Machines Corp. Reduce -18.7% 1.55% −0.48
RTX RTX Corp. Reduce -31.3% 1.31% −0.48
TRV The Travelers Cos Inc. Reduce -30.6% 0.82% −0.47
PRU Prudential Financial Inc. Reduce -26.7% 1.15% −0.37
VMBS Vanguard Mortgage-Backed Sec Reduce -8.8% 2.65% −0.16
COP Conocophillips Reduce -1.9% 1.55% −0.14
TPR Tapestry Inc. Reduce -1.9% 1.49% −0.14
NUE Nucor Corp. Reduce -9.8% 0.39% −0.13
USB US Bancorp Reduce -2.5% 1.05% −0.12
MDT Medtronic PLC Reduce -2.4% 1.26% −0.12
DOW Dow Inc. Reduce -2.7% 1.21% −0.10
JNJ Johnson & Johnson Reduce -1.8% 1.54% −0.10
MRK Merck & Co. Inc. Reduce -2.6% 1.72% −0.10
KSS Kohls Corp. Reduce -0.7% 0.36% −0.08
CMCSA Comcast Corp. Class A Reduce -1.5% 0.77% −0.06
MET Metlife Inc. Reduce -2.3% 1.28% −0.05
ETN Eaton Corp. PLC Reduce -18.2% 0.30% −0.05
CSCO Cisco Systems Inc. Reduce -1.9% 1.61% −0.05
SCHX Schwab US Large-Cap ETF Reduce -11.6% 0.87% −0.05
MDLZ Mondelez International Inc. Class A Reduce -1.3% 1.01% −0.05
EMR Emerson Electric Co. Reduce -2.9% 1.61% −0.04
HD Home Depot Inc. Reduce -1.0% 0.40% −0.03
PWR Quanta Services Inc. Reduce -20.0% 0.14% −0.03
SPMB SS SPDR P Mort Back Bond ETF Reduce -10.3% 0.39% −0.03
VOO Vanguard S&P 500 ETF Reduce -8.1% 3.69% −0.03
MIDE Xtrac S&P MC 400 Sc&scrn ETF Sold out 0.00% −0.03
TCBI Texas Capital Bancshares Inc. Reduce -44.6% 0.03% −0.02
NSC Norfolk Southern Corp. Sold out 0.00% −0.02
IJH iShares Core S&P Midcap ETF Reduce -1.4% 1.00% −0.01
DVN Devon Energy Corp. Reduce -0.2% 0.59% −0.01
IDEV iShares Core MSCI Dev MKTS Reduce -4.9% 0.34% −0.01
PARAA Paramount Global Class B Reduce -0.6% 0.11% −0.01
FCX Freeport-McMoran Inc. Reduce -22.6% 0.05% −0.01
SCHM Schwab US Mid Cap ETF Reduce -3.4% 0.20% −0.01
ATO Atmos Energy Corp. Reduce -2.3% 1.27% −0.01
FTEC Fidelity MSCI Info Tech Indx Reduce -16.8% 0.12% −0.01
KO The Coca-Cola Co. Reduce -22.5% 0.02% −0.00
IEFA iShares Core MSCI Eafe ETF Reduce -8.8% 0.05% −0.00
VZ Verizon Communications Inc. Reduce -2.2% 1.08% −0.00
VV Vngrd Mrgstr LRG-Cap ETF-Usd Reduce -8.7% 0.20% −0.00
VTI VG Morningstar TS MKT ETF-US Reduce -7.5% 0.19% −0.00
SCHA Schwab US Small-Cap ETF Reduce -5.8% 0.03% −0.00
QQQ Invesco QQQ Trust Series 1 Reduce -10.7% 2.27% −0.00
IJR iShares Core S&P Small-Cap E Reduce -0.6% 0.27% −0.00
DFUV Dimensional US Marketwide Va Reduce -0.5% 0.08% −0.00
ESGU iShares ESG Aware MSCI USA Reduce -7.9% 0.04% −0.00
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -0.8% 0.05% −0.00
SPY SS SPDR S&P 500 ETF Trust-US Reduce -7.1% 0.43% +0.00

Portfolio Buys Q1 2024 → Q2 2024
IEI iShares 3-7 Year Treasury Bo Add +15.9% 4.20% +0.70
GPC Genuine Parts Co. Add +49.6% 1.29% +0.36
BBY Best Buy Co. Inc. Add +53.0% 0.87% +0.34
SPGI S&P Global Inc. New 0.21% +0.21
UPS United Parcel Service Class B Add +33.1% 0.67% +0.14
AAPL Apple Inc. Add +1.2% 0.50% +0.11
SPIB SS SPDR P Int C Corp. ETF Add +4.0% 1.56% +0.11
TGT Target Corp. Add +28.8% 0.96% +0.10
VWO Vanguard Ftse Emerging Marke Add +2.4% 0.88% +0.09
VGIT Vanguard Intermediate-Term T Add +15.6% 0.45% +0.07
ASHR Xtrackers Harvest Csi 300 CH Add +18.6% 0.42% +0.07
SWK Stanley Black & Decker Inc. Add +25.7% 1.00% +0.06
WBA Walgreens Boots Alliance Inc. New 0.06% +0.06
TLT iShares 20+ Year Treasury BD Add +9.0% 0.61% +0.05
MSFT Microsoft Corp. Add +0.2% 0.45% +0.04
WMT Walmart Inc. Add +7.4% 0.20% +0.04
BAC Bank of America Corp. Add +4.3% 0.31% +0.04
SJNK SS SPDR BB St Hi Yield ETF Add +1.7% 0.77% +0.03
ARB Altshares Merger Arbitrage Add +0.7% 0.92% +0.03
FDX FedEx Corp. Add +4.1% 0.26% +0.03
SHYL Xtrackers SHRT Dur High Yiel Add +5.9% 0.32% +0.03
OGN Organon & Co. Add +0.3% 0.20% +0.03
XJH Ishare ESG SS S&P Midcap ETF New 0.03% +0.03
VCIT Vanguard Int-Term Corporate Add +0.5% 0.75% +0.03
AMZN Amazon.com Inc. New 0.02% +0.02
TT Trane Technologies PLC Add +2.3% 0.15% +0.02
CNYA iShares MSCI China A ETF Add +21.4% 0.11% +0.02
MNA Nylim Merger Arbtrage ETF-Ui Add +8.8% 0.16% +0.02
EAGG iShares ESG Aware US Aggrega Add +5.9% 0.22% +0.02
TJX TJX Companies Inc. Add +3.0% 0.12% +0.02
CVS CVS Health Corp. Add +31.3% 1.73% +0.01
BMY Bristol-Myers Squibb Co. Add +27.6% 0.94% +0.01
BND Vanguard Total Bond Market Add +3.7% 0.13% +0.01
SUSB iShares ESG Aware 1-5 Year U Add +5.6% 0.08% +0.01
SJM The JM Smucker Co. Add +12.0% 1.03% +0.01
EMCS Xtracke MSCI Emer Ms ETF-Usd Add +2.6% 0.03% +0.00
NUBD Nuveen ESG US Aggregate Bond Add +2.0% 0.07% +0.00
LNC Lincoln National Corp. Add +0.6% 0.20% +0.00
COF Capital One Financial Corp. Add +5.3% 0.19% +0.00
PEP Pepsico Inc. Add +8.4% 0.05% +0.00
DMXU Xtrckr BBG Dev MK Ex Use ETF Add +1.6% 0.04% +0.00
GE General Electric Add +11.8% 0.03% +0.00
FLOT iShares Floating Rate Bond E Add +0.3% 0.03% +0.00
NUHY Nuveen ESG Hi YLD Corp. BND Add +0.4% 0.03% +0.00
IWM iShares Russell 2000 ETF Add +0.3% 0.07% +0.00
F Ford Motor Co. Add +2.4% 0.08% +0.00
CSX CSX Corp. Add +3.7% 0.02% −0.00
BWXT BWX Technologies Inc. Add +1.6% 0.09% −0.00
INTC Intel Corp. Add +21.1% 0.43% −0.06

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