CANTOR FITZGERALD INVESTMENT ADVISORS L.P.

data from 30/09/2025

Capitalization

$ 1.471 B 3.97 %

Average holding period

6 ans

Performance

$ 481.881 M 53.14 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in CANTOR FITZGERALD INVESTMENT ADVISORS L.P.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 IVV ISHARES TR 4.70% 69.188 M $ 103374 2023/12/31 4.915 M $ 7.80 %
2025/09/30 VOO VANGUARD INDEX FDS 3.67% 53.922 M $ 88054 2023/12/31 4.069 M $ 7.81 %
2025/09/30 IEI ISHARES TR 3.52% 51.718 M $ 432750 2023/12/31 176.358 K $ 0.35 %
2025/09/30 QQQ INVESCO QQQ TR 3.21% 47.183 M $ 78589 2023/12/31 3.932 M $ 8.83 %
2025/09/30 VMBS VANGUARD SCOTTSDALE FDS 2.78% 40.957 M $ 872171 2023/12/31 530.078 K $ 1.34 %
2025/09/30 VEA VANGUARD TAX-MANAGED FDS 2.68% 39.361 M $ 656898 2023/12/31 1.913 M $ 5.10 %
2025/09/30 CVS CVS HEALTH CORP 2.13% 31.326 M $ 415513 2023/12/31 2.626 M $ 9.29 %
2025/09/30 JPM JPMORGAN CHASE & CO. 1.94% 28.487 M $ 90313 2023/12/31 2.365 M $ 8.80 %
2025/09/30 SPIB SPDR SERIES TRUST 1.80% 26.432 M $ 779925 2023/12/31 239.687 K $ 0.92 %
2025/09/30 CSCO CISCO SYS INC 1.79% 26.350 M $ 385121 2023/12/31 -368.808 K $ -1.38 %
2025/09/30 WFC WELLS FARGO CO NEW 1.77% 26.057 M $ 310873 2023/12/31 1.158 M $ 4.62 %
2025/09/30 GLW CORNING INC 1.72% 25.262 M $ 307956 2025/03/31 9.042 M $ 55.98 %
2025/09/30 SCHX SCHWAB STRATEGIC TR 1.62% 23.767 M $ 902299 2023/12/31 2.344 M $ 7.77 %
2025/09/30 JNJ JOHNSON & JOHNSON 1.56% 22.985 M $ 123962 2023/12/31 4.059 M $ 21.39 %
2025/09/30 EMR EMERSON ELEC CO 1.50% 22.005 M $ 167744 2023/12/31 -358.058 K $ -1.61 %
2025/09/30 SHEL SHELL PLC 1.40% 20.618 M $ 288239 2023/12/31 322.123 K $ 1.59 %
2025/09/30 TFC TRUIST FINL CORP 1.37% 20.138 M $ 440455 2023/12/31 1.193 M $ 6.35 %
2025/09/30 MDLZ MONDELEZ INTL INC 1.33% 19.574 M $ 313332 2023/12/31 -1.539 M $ -7.37 %
2025/09/30 XOM EXXON MOBIL CORP 1.33% 19.523 M $ 173155 2023/12/31 840.346 K $ 4.59 %
2025/09/30 TLT ISHARES TR 1.32% 19.415 M $ 217243 2023/12/31 240.536 K $ 1.27 %
2025/09/30 VWO VANGUARD INTL EQUITY INDEX F 1.30% 19.086 M $ 352268 2023/12/31 1.681 M $ 9.54 %
2025/09/30 HPE HEWLETT PACKARD ENTERPRISE C 1.22% 17.884 M $ 728192 2023/12/31 2.985 M $ 20.10 %
2025/09/30 IJH ISHARES TR 1.22% 17.879 M $ 273973 2023/12/31 888.109 K $ 5.22 %
2025/09/30 MDT MEDTRONIC PLC 1.21% 17.812 M $ 187026 2023/12/31 1.504 M $ 9.26 %
2025/09/30 SJM SMUCKER J M CO 1.20% 17.711 M $ 163088 2023/12/31 1.690 M $ 10.59 %
2025/09/30 USB US BANCORP DEL 1.18% 17.293 M $ 357804 2023/12/31 1.084 M $ 6.81 %
2025/09/30 ARB ALTSHARES TRUST 1.14% 16.807 M $ 579736 2023/12/31 287.250 K $ 1.76 %
2025/09/30 SWK STANLEY BLACK & DECKER INC 1.11% 16.292 M $ 219185 2023/12/31 1.431 M $ 9.71 %
2025/09/30 HPQ HP INC 1.10% 16.152 M $ 593166 2023/12/31 1.635 M $ 11.32 %
2025/09/30 CVX CHEVRON CORP NEW 1.08% 15.870 M $ 102198 2023/12/31 1.235 M $ 8.45 %
2025/09/30 PM PHILIP MORRIS INTL INC 1.06% 15.551 M $ 95874 2023/12/31 -1.850 M $ -10.94 %
2025/09/30 BBY BEST BUY INC 1.03% 15.151 M $ 200358 2024/03/31 1.697 M $ 12.65 %
2025/09/30 DUK DUKE ENERGY CORP NEW 1.02% 14.991 M $ 121138 2023/12/31 689.172 K $ 4.87 %
2025/09/30 COP CONOCOPHILLIPS 1.00% 14.639 M $ 154759 2023/12/31 749.485 K $ 5.40 %
2025/09/30 GPC GENUINE PARTS CO 0.97% 14.324 M $ 103349 2023/12/31 1.786 M $ 14.25 %
2025/09/30 UPS UNITED PARCEL SERVICE INC 0.97% 14.292 M $ 171104 2023/12/31 -2.931 M $ -17.25 %
2025/09/30 TXN TEXAS INSTRS INC 0.96% 14.190 M $ 77235 2025/03/31 -1.810 M $ -11.51 %
2025/09/30 PFE PFIZER INC 0.95% 13.942 M $ 547184 2023/12/31 647.396 K $ 5.12 %
2025/09/30 KMB KIMBERLY-CLARK CORP 0.92% 13.587 M $ 109274 2023/12/31 -499.664 K $ -3.55 %
2025/09/30 LMT LOCKHEED MARTIN CORP 0.92% 13.586 M $ 27215 2023/12/31 616.147 K $ 7.79 %
2025/09/30 BMY BRISTOL-MYERS SQUIBB CO 0.89% 13.066 M $ 289715 2023/12/31 -323.023 K $ -2.57 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 0.89% 13.066 M $ 297287 2023/12/31 200.651 K $ 1.57 %
2025/09/30 TRV TRAVELERS COMPANIES INC 0.86% 12.694 M $ 45463 2023/12/31 533.764 K $ 4.37 %
2025/09/30 VTR VENTAS INC 0.85% 12.567 M $ 179552 2023/12/31 1.224 M $ 10.83 %
2025/09/30 MRK MERCK & CO INC 0.84% 12.311 M $ 146681 2023/12/31 701.328 K $ 6.03 %
2025/09/30 FIS FIDELITY NATL INFORMATION SV 0.82% 12.072 M $ 183072 2023/12/31 -2.815 M $ -19.00 %
2025/09/30 MET METLIFE INC 0.82% 12.047 M $ 146256 2023/12/31 287.560 K $ 2.42 %
2025/09/30 PRU PRUDENTIAL FINL INC 0.82% 12.019 M $ 115860 2023/12/31 -423.849 K $ -3.44 %
2025/09/30 CMCSA COMCAST CORP NEW 0.77% 11.299 M $ 359617 2023/12/31 -1.518 M $ -11.96 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.75% 11.090 M $ 39304 2023/12/31 -498.565 K $ -4.28 %
2025/09/30 VCIT VANGUARD SCOTTSDALE FDS 0.74% 10.880 M $ 129358 2023/12/31 155.259 K $ 1.44 %
2025/09/30 TGT TARGET CORP 0.73% 10.672 M $ 118979 2023/12/31 -956.942 K $ -9.07 %
2025/09/30 DG DOLLAR GEN CORP NEW 0.71% 10.515 M $ 101740 2024/09/30 -1.118 M $ -9.64 %
2025/09/30 DVN DEVON ENERGY CORP NEW 0.71% 10.482 M $ 298981 2023/12/31 897.692 K $ 10.22 %
2025/09/30 T AT&T INC 0.71% 10.452 M $ 370122 2023/12/31 -257.527 K $ -2.42 %
2025/09/30 SJNK SPDR SERIES TRUST 0.69% 10.125 M $ 395493 2023/12/31 48.461 K $ 0.47 %
2025/09/30 CAG CONAGRA BRANDS INC 0.65% 9.554 M $ 521816 2024/12/31 -758.339 K $ -10.55 %
2025/09/30 NI NISOURCE INC 0.61% 8.972 M $ 207216 2024/03/31 960.706 K $ 7.34 %
2025/09/30 IFF INTERNATIONAL FLAVORS&FRAGRA 0.60% 8.882 M $ 144331 2023/12/31 -1.730 M $ -16.33 %
2025/09/30 RTX RTX CORPORATION 0.59% 8.682 M $ 51884 2023/12/31 2.958 M $ 14.59 %
2025/09/30 PPG PPG INDS INC 0.58% 8.603 M $ 81847 2024/12/31 -707.330 K $ -7.60 %
2025/09/30 MSFT MICROSOFT CORP 0.58% 8.598 M $ 16599 2023/12/31 347.126 K $ 4.13 %
2025/09/30 AAPL APPLE INC 0.58% 8.536 M $ 33522 2023/12/31 1.739 M $ 24.11 %
2025/09/30 TPR TAPESTRY INC 0.57% 8.365 M $ 73882 2023/12/31 1.881 M $ 28.94 %
2025/09/30 STT STATE STR CORP 0.55% 8.024 M $ 69170 2025/03/31 664.058 K $ 9.09 %
2025/09/30 SPG SIMON PPTY GROUP INC NEW 0.50% 7.403 M $ 39449 2023/12/31 1.064 M $ 16.74 %
2025/09/30 SHYL DBX ETF TR 0.50% 7.396 M $ 162814 2023/12/31 17.212 K $ 0.24 %
2025/09/30 SYY SYSCO CORP 0.47% 6.918 M $ 84019 2025/06/30 549.483 K $ 8.71 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.47% 6.897 M $ 10354 2023/12/31 497.992 K $ 7.82 %
2025/09/30 FTEC FIDELITY COVINGTON TRUST 0.47% 6.890 M $ 31014 2023/12/31 863.319 K $ 12.65 %
2025/09/30 IDEV ISHARES TR 0.46% 6.834 M $ 85243 2023/12/31 371.208 K $ 5.43 %
2025/09/30 LYB LYONDELLBASELL INDUSTRIES N 0.46% 6.741 M $ 137465 2025/06/30 -1.141 M $ -15.24 %
2025/09/30 NFG NATIONAL FUEL GAS CO 0.46% 6.719 M $ 72736 2023/12/31 555.219 K $ 9.04 %
2025/09/30 HD HOME DEPOT INC 0.46% 6.706 M $ 16550 2023/12/31 614.602 K $ 10.51 %
2025/09/30 SCHM SCHWAB STRATEGIC TR 0.45% 6.610 M $ 223016 2023/12/31 415.697 K $ 5.67 %
2025/09/30 BK BANK NEW YORK MELLON CORP 0.44% 6.462 M $ 59307 2023/12/31 1.069 M $ 19.59 %
2025/09/30 AMCR AMCOR PLC 0.42% 6.144 M $ 751102 2025/09/30 0.000 $ 0.00 %
2025/09/30 AVGO BROADCOM INC 0.41% 6.102 M $ 18497 2023/12/31 1.018 M $ 19.68 %
2025/09/30 VGIT VANGUARD SCOTTSDALE FDS 0.41% 6.058 M $ 100916 2023/12/31 21.918 K $ 0.37 %
2025/09/30 SLB SCHLUMBERGER LTD 0.37% 5.431 M $ 158022 2024/09/30 90.490 K $ 1.69 %
2025/09/30 SPMB SPDR SERIES TRUST 0.37% 5.372 M $ 239377 2023/12/31 81.559 K $ 1.54 %
2025/09/30 IJR ISHARES TR 0.36% 5.243 M $ 44125 2023/12/31 413.206 K $ 8.73 %
2025/09/30 BAC BANK AMERICA CORP 0.34% 5.030 M $ 97502 2023/12/31 420.876 K $ 9.02 %
2025/09/30 ATO ATMOS ENERGY CORP 0.30% 4.426 M $ 25920 2023/12/31 553.928 K $ 10.80 %
2025/09/30 IEMG ISHARES INC 0.30% 4.413 M $ 66944 2023/12/31 408.872 K $ 9.81 %
2025/09/30 NVDA NVIDIA CORPORATION 0.29% 4.290 M $ 22994 2024/09/30 657.083 K $ 18.10 %
2025/09/30 VTI VANGUARD INDEX FDS 0.29% 4.192 M $ 12774 2023/12/31 335.845 K $ 7.98 %
2025/09/30 BND VANGUARD BD INDEX FDS 0.28% 4.162 M $ 55960 2023/12/31 41.200 K $ 1.01 %
2025/09/30 VGLT VANGUARD SCOTTSDALE FDS 0.27% 3.932 M $ 69148 2024/09/30 50.508 K $ 1.32 %
2025/09/30 INTC INTEL CORP 0.26% 3.773 M $ 112455 2023/12/31 1.262 M $ 49.78 %
2025/09/30 COF CAPITAL ONE FINL CORP 0.24% 3.473 M $ 16336 2023/12/31 -2.988 K $ -0.08 %
2025/09/30 VV VANGUARD INDEX FDS 0.22% 3.299 M $ 10714 2023/12/31 244.572 K $ 7.91 %
2025/09/30 K KELLANOVA 0.21% 3.066 M $ 37376 2023/12/31 93.066 K $ 3.13 %
2025/09/30 NUE NUCOR CORP 0.20% 2.979 M $ 21999 2023/12/31 129.809 K $ 4.55 %
2025/09/30 ETN EATON CORP PLC 0.20% 2.931 M $ 7831 2023/12/31 161.294 K $ 4.83 %
2025/09/30 PWR QUANTA SVCS INC 0.20% 2.897 M $ 6991 2023/12/31 259.867 K $ 9.61 %
2025/09/30 WMT WALMART INC 0.19% 2.791 M $ 27079 2023/12/31 145.083 K $ 5.40 %
2025/09/30 FDX FEDEX CORP 0.18% 2.648 M $ 11229 2023/12/31 95.752 K $ 3.74 %
2025/09/30 PPL PPL CORP 0.17% 2.490 M $ 66999 2023/12/31 219.086 K $ 9.65 %
2025/09/30 LNC LINCOLN NATL CORP IND 0.16% 2.416 M $ 59902 2023/12/31 345.100 K $ 16.56 %