The Analysis of CANTOR FITZGERALD INVESTMENT ADVISORS L.P.'s Holdings
Currently, CANTOR FITZGERALD INVESTMENT ADVISORS L.P. holds 185 types of securities in its portfolio with a total value $1.4B. In the most recent quarter, they have increased their positions in WY (+332.2K shares, valued at $7.9M), FITB (+150.2K shares, valued at $7.0M), PPG (+49.1K shares, valued at $5.0M); decreased their positions in JPM (-55.3K shares, valued at $17.8M), CSCO (-183.9K shares, valued at $14.2M), TPR (-66.4K shares, valued at $8.5M); initiated new positions in WY (+332.2K shares, valued at $7.9M), FITB (+150.2K shares, valued at $7.0M), AGG (+4.4K shares, valued at $437.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR102.4K shares-0.92%2025-12-312026-01-23
IEI ISHARES TR447.2K shares3.33%2025-12-312026-01-23
VMBS VANGUARD SCOTTSDALE FDS901.9K shares3.41%2025-12-312026-01-23
VEA VANGUARD TAX-MANAGED FDS650.1K shares-1.04%2025-12-312026-01-23
CVS CVS HEALTH CORP373.9K shares-10.00%2025-12-312026-01-23
SPIB SPDR SERIES TRUST827.2K shares6.06%2025-12-312026-01-23
GLW CORNING INC304.5K shares-1.12%2025-12-312026-01-23
SCHX SCHWAB STRATEGIC TR881.9K shares-2.26%2025-12-312026-01-23
WFC WELLS FARGO CO NEW253.8K shares-18.37%2025-12-312026-01-23
JNJ JOHNSON & JOHNSON106.6K shares-14.02%2025-12-312026-01-23
TFC TRUIST FINL CORP395.5K shares-10.21%2025-12-312026-01-23
EMR EMERSON ELEC CO141.3K shares-15.75%2025-12-312026-01-23
VWO VANGUARD INTL EQUITY INDEX F346.4K shares-1.67%2025-12-312026-01-23
IJH ISHARES TR275.1K shares0.42%2025-12-312026-01-23
TLT ISHARES TR208.3K shares-4.12%2025-12-312026-01-23
SHEL SHELL PLC242.1K shares-16.01%2025-12-312026-01-23
HPE HEWLETT PACKARD ENTERPRISE C731.3K shares0.42%2025-12-312026-01-23
ARB ALTSHARES TRUST589.5K shares1.69%2025-12-312026-01-23
XOM EXXON MOBIL CORP139.0K shares-19.72%2025-12-312026-01-23
USB US BANCORP DEL306.7K shares-14.29%2025-12-312026-01-23
TRV TRAVELERS COMPANIES INC54.1K shares18.90%2025-12-312026-01-23
MEDTRONIC PLC MEDTRONIC PLC163.1K shares-12.78%2025-12-312026-01-23
CSCO CISCO SYS INC201.2K shares-47.75%2025-12-312026-01-23
UPS UNITED PARCEL SERVICE INC151.7K shares-11.36%2025-12-312026-01-23
SJM SMUCKER J M CO148.9K shares-8.69%2025-12-312026-01-23
MDLZ MONDELEZ INTL INC270.6K shares-13.64%2025-12-312026-01-23
BMY BRISTOL-MYERS SQUIBB CO259.1K shares-10.56%2025-12-312026-01-23
IFF INTERNATIONAL FLAVORS&FRAGRA199.3K shares38.09%2025-12-312026-01-23
PPG PPG INDS INC130.9K shares59.97%2025-12-312026-01-23
TXN TEXAS INSTRS INC77.1K shares-0.22%2025-12-312026-01-23
DG DOLLAR GEN CORP NEW100.4K shares-1.30%2025-12-312026-01-23
CVX CHEVRON CORP NEW86.9K shares-14.95%2025-12-312026-01-23
BBY BEST BUY INC187.6K shares-6.37%2025-12-312026-01-23
COP CONOCOPHILLIPS133.5K shares-13.76%2025-12-312026-01-23
PM PHILIP MORRIS INTL INC75.9K shares-20.83%2025-12-312026-01-23
PFE PFIZER INC473.0K shares-13.56%2025-12-312026-01-23
LMT LOCKHEED MARTIN CORP24.1K shares-11.48%2025-12-312026-01-23
HP INC HP INC507.2K shares-14.50%2025-12-312026-01-23
JPM JPMORGAN CHASE & CO.35.0K shares-61.28%2025-12-312026-01-23
VCIT VANGUARD SCOTTSDALE FDS133.7K shares3.37%2025-12-312026-01-23
VTR VENTAS INC143.8K shares-19.91%2025-12-312026-01-23
PRU PRUDENTIAL FINL INC98.5K shares-15.02%2025-12-312026-01-23
SJNK SPDR SERIES TRUST419.7K shares6.13%2025-12-312026-01-23
DVN DEVON ENERGY CORP NEW284.4K shares-4.87%2025-12-312026-01-23
AMCR AMCOR PLC1.2M shares62.07%2025-12-312026-01-23
GPC GENUINE PARTS CO82.4K shares-20.26%2025-12-312026-01-23
TGT TARGET CORP100.3K shares-15.68%2025-12-312026-01-23
VZ VERIZON COMMUNICATIONS INC239.1K shares-19.57%2025-12-312026-01-23
FIS FIDELITY NATL INFORMATION SV144.2K shares-21.25%2025-12-312026-01-23
KMB KIMBERLY-CLARK CORP91.7K shares-16.06%2025-12-312026-01-23
MET METLIFE INC115.4K shares-21.13%2025-12-312026-01-23
STT STATE STR CORP69.2K shares0.03%2025-12-312026-01-23
AAPL APPLE INC31.9K shares-4.93%2025-12-312026-01-23
NI NISOURCE INC206.0K shares-0.57%2025-12-312026-01-23
CMCSA COMCAST CORP NEW286.4K shares-20.35%2025-12-312026-01-23
WY WEYERHAEUSER CO MTN BE332.2K sharesnew addition2025-12-312026-01-23
CAG CONAGRA BRANDS INC442.0K shares-15.30%2025-12-312026-01-23
MSFT MICROSOFT CORP15.2K shares-8.16%2025-12-312026-01-23
SHYL DBX ETF TR160.0K shares-1.75%2025-12-312026-01-23
FITB FIFTH THIRD BANCORP150.2K sharesnew addition2025-12-312026-01-23
IDEV ISHARES TR85.2K shares-0.08%2025-12-312026-01-23
T AT&T INC275.9K shares-25.47%2025-12-312026-01-23
FTEC FIDELITY COVINGTON TRUST30.0K shares-3.27%2025-12-312026-01-23
SCHM SCHWAB STRATEGIC TR224.1K shares0.49%2025-12-312026-01-23
SPY SPDR S&P 500 ETF TR9.5K shares-8.04%2025-12-312026-01-23
SYY SYSCO CORP85.9K shares2.22%2025-12-312026-01-23
VGLT VANGUARD SCOTTSDALE FDS111.3K shares60.89%2025-12-312026-01-23
VGIT VANGUARD SCOTTSDALE FDS103.2K shares2.30%2025-12-312026-01-23
SLB SLB LIMITED153.4K shares-2.93%2025-12-312026-01-23
HD HOME DEPOT INC17.1K shares3.08%2025-12-312026-01-23
SPMB SPDR SERIES TRUST241.9K shares1.07%2025-12-312026-01-23
LYB LYONDELLBASELL INDUSTRIES N123.4K shares-10.21%2025-12-312026-01-23
IJR ISHARES TR44.2K shares0.24%2025-12-312026-01-23
BAC BANK AMERICA CORP87.8K shares-9.91%2025-12-312026-01-23
IEMG ISHARES INC66.5K shares-0.63%2025-12-312026-01-23
IBM INTERNATIONAL BUSINESS MACHS14.7K shares-62.65%2025-12-312026-01-23
NVDA NVIDIA CORPORATION23.0K shares-0.01%2025-12-312026-01-23
VTI VANGUARD INDEX FDS12.7K shares-0.56%2025-12-312026-01-23
NFG NATIONAL FUEL GAS CO51.0K shares-29.85%2025-12-312026-01-23
BND VANGUARD BD INDEX FDS52.9K shares-5.42%2025-12-312026-01-23
BROADCOM INC BROADCOM INC10.8K shares-41.67%2025-12-312026-01-23
BK BANK NEW YORK MELLON CORP30.6K shares-48.41%2025-12-312026-01-23
COF CAPITAL ONE FINL CORP14.5K shares-11.14%2025-12-312026-01-23
RTX RTX CORPORATION18.6K shares-64.18%2025-12-312026-01-23
VV VANGUARD INDEX FDS10.3K shares-4.28%2025-12-312026-01-23
SPG SIMON PPTY GROUP INC NEW16.5K shares-58.25%2025-12-312026-01-23
FDX FEDEX CORP10.3K shares-8.20%2025-12-312026-01-23
WMT WALMART INC25.4K shares-6.24%2025-12-312026-01-23
PWR QUANTA SVCS INC6.3K shares-10.17%2025-12-312026-01-23
BRK.A BERKSHIRE HATHAWAY INC DEL3 shares0.00%2025-12-312026-01-23
MNA NEW YORK LIFE INVESTMENTS ET60.6K shares-1.68%2025-12-312026-01-23
NVO NOVO-NORDISK A S42.1K shares80.49%2025-12-312026-01-23
EAGG ISHARES TR44.0K shares-3.34%2025-12-312026-01-23
PEP PEPSICO INC13.4K shares-5.76%2025-12-312026-01-23
D DOMINION ENERGY INC32.4K shares-5.54%2025-12-312026-01-23
SPEM SPDR INDEX SHS FDS40.4K shares2.63%2025-12-312026-01-23
TJX TJX COS INC NEW12.3K shares-8.93%2025-12-312026-01-23
SPYV SPDR SERIES TRUST32.7K shares11.18%2025-12-312026-01-23
SNPE DBX ETF TR29.6K shares-4.74%2025-12-312026-01-23
COST COSTCO WHSL CORP NEW2.1K shares0.00%2025-12-312026-01-23
FCX FREEPORT-MCMORAN INC36.3K shares-6.18%2025-12-312026-01-23
SPYG SPDR SERIES TRUST16.1K shares18.39%2025-12-312026-01-23
ITOT ISHARES TR10.6K shares0.00%2025-12-312026-01-23
SCHA SCHWAB STRATEGIC TR54.5K shares-0.59%2025-12-312026-01-23
NUE NUCOR CORP9.5K shares-56.78%2025-12-312026-01-23
INTC INTEL CORP41.4K shares-63.21%2025-12-312026-01-23
ELV ELEVANCE HEALTH INC FORMERLY4.3K shares-3.66%2025-12-312026-01-23
LNC LINCOLN NATL CORP IND34.0K shares-43.19%2025-12-312026-01-23
VO VANGUARD INDEX FDS5.2K shares0.58%2025-12-312026-01-23
V VISA INC4.3K shares0.00%2025-12-312026-01-23
VEU VANGUARD INTL EQUITY INDEX F20.3K shares-5.38%2025-12-312026-01-23
MBB ISHARES TR15.4K shares-0.05%2025-12-312026-01-23
VIG VANGUARD SPECIALIZED FUNDS6.3K shares0.00%2025-12-312026-01-23
TT TRANE TECHNOLOGIES PLC3.5K shares-12.42%2025-12-312026-01-23
ATO ATMOS ENERGY CORP7.9K shares-69.70%2025-12-312026-01-23
DELL DELL TECHNOLOGIES INC10.3K shares-3.97%2025-12-312026-01-23
PG PROCTER AND GAMBLE CO8.6K shares0.00%2025-12-312026-01-23
MA MASTERCARD INCORPORATED2.1K shares0.00%2025-12-312026-01-23
ADI ANALOG DEVICES INC4.4K shares0.00%2025-12-312026-01-23
SON SONOCO PRODS CO26.6K shares-3.09%2025-12-312026-01-23
AMZN AMAZON COM INC5.0K shares0.00%2025-12-312026-01-23
DOW DOW INC49.1K shares-51.14%2025-12-312026-01-23
SCHR SCHWAB STRATEGIC TR43.9K shares-1.68%2025-12-312026-01-23
META META PLATFORMS INC1.6K shares0.00%2025-12-312026-01-23
IWM ISHARES TR4.2K shares-25.83%2025-12-312026-01-23
ABBV ABBVIE INC4.3K shares0.00%2025-12-312026-01-23
TPR TAPESTRY INC7.5K shares-89.89%2025-12-312026-01-23
F FORD MTR CO71.6K shares-8.65%2025-12-312026-01-23
CLIP GLOBAL X FDS9.0K shares8.47%2025-12-312026-01-23
AMAT APPLIED MATLS INC3.4K shares0.00%2025-12-312026-01-23
DFUV DIMENSIONAL ETF TRUST18.4K shares-32.93%2025-12-312026-01-23
IEFA ISHARES TR9.6K shares0.00%2025-12-312026-01-23
SUSB ISHARES TR32.4K shares-3.19%2025-12-312026-01-23
NUBD NUSHARES ETF TR36.5K shares0.00%2025-12-312026-01-23
IUSB ISHARES TR16.9K shares0.05%2025-12-312026-01-23
GE AEROSPACE GE AEROSPACE2.3K shares0.00%2025-12-312026-01-23
CAT CATERPILLAR INC1.1K shares0.00%2025-12-312026-01-23
IXUS ISHARES TR7.3K shares0.00%2025-12-312026-01-23
GLD SPDR GOLD TR1.5K shares0.00%2025-12-312026-01-23
ESGU ISHARES TR4.0K shares3.12%2025-12-312026-01-23
QCOM QUALCOMM INC3.3K shares0.00%2025-12-312026-01-23
BIL SPDR SERIES TRUST6.0K shares49.35%2025-12-312026-01-23
ALPHABET INC ALPHABET INC1.6K shares0.00%2025-12-312026-01-23
TCBI TEXAS CAP BANCSHARES INC5.2K shares0.00%2025-12-312026-01-23
SPDW SPDR INDEX SHS FDS10.1K shares36.85%2025-12-312026-01-23
EASG DBX ETF TR12.5K shares-2.87%2025-12-312026-01-23
AGG ISHARES TR4.4K sharesnew addition2025-12-312026-01-23
SO SOUTHERN CO5.0K shares0.00%2025-12-312026-01-23
BOOT BOOT BARN HLDGS INC2.4K shares0.00%2025-12-312026-01-23
VCSH VANGUARD SCOTTSDALE FDS4.8K shares-13.41%2025-12-312026-01-23
FLOT ISHARES TR7.5K shares1.12%2025-12-312026-01-23
CRM SALESFORCE INC1.4K shares0.00%2025-12-312026-01-23
GEV GE VERNOVA INC569 shares0.00%2025-12-312026-01-23
A AGILENT TECHNOLOGIES INC2.7K shares0.00%2025-12-312026-01-23
DVY ISHARES TR2.5K shares0.00%2025-12-312026-01-23
GS GOLDMAN SACHS GROUP INC400 shares0.00%2025-12-312026-01-23
MMM 3M CO2.1K shares0.00%2025-12-312026-01-23
ALPHABET INC ALPHABET INC1.1K shares0.00%2025-12-312026-01-23
XJH ISHARES TR7.0K shares0.97%2025-12-312026-01-23
PH PARKER-HANNIFIN CORP343 sharesnew addition2025-12-312026-01-23
NSC NORFOLK SOUTHN CORP925 shares0.00%2025-12-312026-01-23
BSV VANGUARD BD INDEX FDS3.4K shares-17.20%2025-12-312026-01-23
SCHB SCHWAB STRATEGIC TR10.0K shares-2.13%2025-12-312026-01-23
CMI CUMMINS INC500 shares0.00%2025-12-312026-01-23
EMCS DBX ETF TR6.8K shares-11.93%2025-12-312026-01-23
IYW ISHARES TR1.2K sharesnew addition2025-12-312026-01-23
MNST MONSTER BEVERAGE CORP NEW3.0K shares0.00%2025-12-312026-01-23
CSX CSX CORP6.3K shares0.00%2025-12-312026-01-23
EFIV SPDR SERIES TRUST3.2K shares0.00%2025-12-312026-01-23
LOW LOWES COS INC867 shares0.00%2025-12-312026-01-23
VGT VANGUARD WORLD FD272 shares-11.11%2025-12-312026-01-23
HYXF ISHARES TR4.3K shares0.19%2025-12-312026-01-23
SGOV ISHARES TR2.0K sharesnew addition2025-12-312026-01-23
NCA NUVEEN CALIFORNIA MUNI VLU F11.8K shares0.00%2025-12-312026-01-23
CRGY CRESCENT ENERGY COMPANY10.6K shares-27.49%2025-12-312026-01-23
FIP FTAI INFRASTRUCTURE INC10.5K shares0.00%2025-12-312026-01-23
Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available