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CIK 0001710477 • 6 13F filings • Apr 22, 2025 – Jul 24, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $308K | 0.0% | 2,096 SH | |
| ABBVIE INC | COM | $901K | 0.1% | 4,300 SH | |
| AGILENT TECHNOLOGIES INC | COM | $311K | 0.0% | 2,655 SH | |
| ALPHABET INC | CAP STK CL A | $257K | 0.0% | 1,660 SH | |
| ALTSHARES TRUST | MERGER ARBITRAGE | $16.4M | 1.2% | 582,196 SH | |
| AMAZON COM INC | COM | $959K | 0.1% | 5,040 SH | |
| ANALOG DEVICES INC | COM | $894K | 0.1% | 4,431 SH | |
| APPLE INC | COM | $7.8M | 0.6% | 35,102 SH | |
| APPLIED MATLS INC | COM | $490K | 0.0% | 3,374 SH | |
| AT&T INC | COM | $16.0M | 1.2% | 566,245 SH | |
| ATMOS ENERGY CORP | COM | $13.8M | 1.0% | 89,148 SH | |
| BANK AMERICA CORP | COM | $4.1M | 0.3% | 99,191 SH | |
| BANK NEW YORK MELLON CORP | COM | $5.0M | 0.4% | 60,057 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL A | $2.4M | 0.2% | 3 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $858K | 0.1% | 1,611 SH | |
| BEST BUY INC | COM | $14.5M | 1.1% | 197,391 SH | |
| BLACKSTONE INC | COM | $1.3M | 0.1% | 9,489 SH | |
| BOOT BARN HLDGS INC | COM | $262K | 0.0% | 2,440 SH | |
| BRISTOL-MYERS SQUIBB CO | COM | $16.5M | 1.2% | 270,900 SH | |
| BROADCOM INC | COM | $3.5M | 0.3% | 20,805 SH | |
| BWX TECHNOLOGIES INC | COM | $326K | 0.0% | 3,300 SH | |
| CAPITAL ONE FINL CORP | COM | $3.0M | 0.2% | 16,553 SH | |
| CATERPILLAR INC | COM | $363K | 0.0% | 1,100 SH | |
| CHEVRON CORP NEW | COM | $17.1M | 1.2% | 102,383 SH | |
| CISCO SYS INC | COM | $23.7M | 1.7% | 384,719 SH | |
| COCA COLA CO | COM | $217K | 0.0% | 3,023 SH | |
| COMCAST CORP NEW | CL A | $13.1M | 1.0% | 353,831 SH | |
| CONAGRA BRANDS INC | COM | $9.1M | 0.7% | 342,207 SH | |
| CONOCOPHILLIPS | COM | $16.2M | 1.2% | 153,785 SH | |
| CORNING INC | COM | $7.1M | 0.5% | 156,025 SH | |
| COSTCO WHSL CORP NEW | COM | $2.0M | 0.1% | 2,138 SH | |
| CRESCENT ENERGY COMPANY | CL A COM | $164K | 0.0% | 14,550 SH | |
| CVS HEALTH CORP | COM | $27.3M | 2.0% | 403,120 SH | |
| DBX ETF TR | XTRACKERS MSCI | $444K | 0.0% | 14,449 SH | |
| DBX ETF TR | XTRACKERS MSCI E | $248K | 0.0% | 8,846 SH | |
| DBX ETF TR | XTRACKERS SHRT | $7.0M | 0.5% | 156,900 SH | |
| DBX ETF TR | XTRACKRS S&P 500 | $1.7M | 0.1% | 34,519 SH | |
| DELL TECHNOLOGIES INC | CL C | $970K | 0.1% | 10,637 SH | |
| DEVON ENERGY CORP NEW | COM | $10.2M | 0.7% | 272,990 SH | |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $1.1M | 0.1% | 27,470 SH | |
| DOLLAR GEN CORP NEW | COM | $8.9M | 0.6% | 100,869 SH | |
| DOMINION ENERGY INC | COM | $1.9M | 0.1% | 34,495 SH | |
| DOW INC | COM | $9.8M | 0.7% | 281,146 SH | |
| DUKE ENERGY CORP NEW | COM NEW | $14.7M | 1.1% | 120,847 SH | |
| EATON CORP PLC | SHS | $2.5M | 0.2% | 9,370 SH | |
| EMERSON ELEC CO | COM | $17.8M | 1.3% | 162,203 SH | |
| EXXON MOBIL CORP | COM | $20.0M | 1.5% | 168,114 SH | |
| FEDEX CORP | COM | $2.7M | 0.2% | 11,265 SH | |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | $4.8M | 0.3% | 29,664 SH | |
| FIDELITY NATL INFORMATION SV | COM | $13.5M | 1.0% | 180,338 SH | |
| FORD MTR CO | COM | $874K | 0.1% | 87,148 SH | |
| FREEPORT-MCMORAN INC | CL B | $506K | 0.0% | 13,373 SH | |
| FTAI AVIATION LTD | SHS | $389K | 0.0% | 3,500 SH | |
| FTAI INFRASTRUCTURE INC | COMMON STOCK | $48K | 0.0% | 10,500 SH | |
| GE AEROSPACE | COM NEW | $457K | 0.0% | 2,281 SH | |
| GENUINE PARTS CO | COM | $12.3M | 0.9% | 102,934 SH | |
| GLOBAL X FDS | 1-3 MONTH T-BILL | $694K | 0.1% | 6,910 SH | |
| GOLDMAN SACHS GROUP INC | COM | $219K | 0.0% | 400 SH | |
| HANESBRANDS INC | COM | $769K | 0.1% | 133,263 SH | |
| HEWLETT PACKARD ENTERPRISE C | COM | $11.2M | 0.8% | 723,336 SH | |
| HOME DEPOT INC | COM | $5.7M | 0.4% | 15,635 SH | |
| HP INC | COM | $16.3M | 1.2% | 588,350 SH | |
| INTEL CORP | COM | $2.6M | 0.2% | 113,155 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $9.8M | 0.7% | 39,601 SH | |
| INTERNATIONAL FLAVORS&FRAGRA | COM | $8.4M | 0.6% | 107,811 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $37.9M | 2.8% | 80,909 SH | |
| ISHARES INC | CORE MSCI EMKT | $3.5M | 0.3% | 65,000 SH | |
| ISHARES TR | 20 YR TR BD ETF | $19.4M | 1.4% | 213,127 SH | |
| ISHARES TR | 3 7 YR TREAS BD | $52.2M | 3.8% | 442,124 SH | |
| ISHARES TR | CORE MSCI EAFE | $732K | 0.1% | 9,678 SH | |
| ISHARES TR | CORE MSCI INTL | $5.4M | 0.4% | 77,750 SH | |
| ISHARES TR | CORE MSCI TOTAL | $532K | 0.0% | 7,624 SH | |
| ISHARES TR | CORE S&P MCP ETF | $16.2M | 1.2% | 277,265 SH | |
| ISHARES TR | CORE S&P SCP ETF | $4.6M | 0.3% | 43,730 SH | |
| ISHARES TR | CORE S&P TTL STK | $1.3M | 0.1% | 10,874 SH | |
| ISHARES TR | CORE S&P500 ETF | $56.7M | 4.1% | 100,934 SH | |
| ISHARES TR | CORE TOTAL USD | $886K | 0.1% | 19,221 SH | |
| ISHARES TR | ESG AWR MSCI USA | $514K | 0.0% | 4,214 SH | |
| ISHARES TR | ESG AWR US AGRGT | $2.4M | 0.2% | 50,669 SH | |
| ISHARES TR | ESG AWRE 1 5 YR | $938K | 0.1% | 37,537 SH | |
| ISHARES TR | ESG SELECT SCRE | $271K | 0.0% | 6,948 SH | |
| ISHARES TR | FLTG RATE NT ETF | $385K | 0.0% | 7,540 SH | |
| ISHARES TR | IBOXX HI YD ETF | $200K | 0.0% | 2,539 SH | |
| ISHARES TR | MBS ETF | $1.3M | 0.1% | 14,352 SH | |
| ISHARES TR | RUSSELL 2000 ETF | $1.1M | 0.1% | 5,698 SH | |
| ISHARES TR | SELECT DIVID ETF | $342K | 0.0% | 2,548 SH | |
| JOHNSON & JOHNSON | COM | $20.7M | 1.5% | 124,530 SH | |
| JPMORGAN CHASE & CO. | COM | $22.8M | 1.7% | 93,113 SH | |
| KELLANOVA | COM | $13.9M | 1.0% | 168,739 SH | |
| KEYCORP | COM | $1.8M | 0.1% | 111,741 SH | |
| KIMBERLY-CLARK CORP | COM | $15.4M | 1.1% | 107,974 SH | |
| KOHLS CORP | COM | $417K | 0.0% | 50,945 SH | |
| LINCOLN NATL CORP IND | COM | $2.2M | 0.2% | 60,227 SH | |
| LOCKHEED MARTIN CORP | COM | $7.7M | 0.6% | 17,129 SH | |
| LOWES COS INC | COM | $202K | 0.0% | 867 SH | |
| M & T BK CORP | COM | $1.6M | 0.1% | 8,800 SH | |
| MASTERCARD INCORPORATED | CL A | $1.3M | 0.1% | 2,325 SH | |
| MEDTRONIC PLC | SHS | $16.7M | 1.2% | 185,572 SH | |
| MERCK & CO INC | COM | $13.3M | 1.0% | 147,841 SH | |
| META PLATFORMS INC | CL A | $937K | 0.1% | 1,626 SH | |
| METLIFE INC | COM | $11.9M | 0.9% | 148,241 SH | |
| MICROSOFT CORP | COM | $6.1M | 0.4% | 16,180 SH | |
| MONDELEZ INTL INC | CL A | $20.8M | 1.5% | 307,159 SH | |
| NATIONAL FUEL GAS CO | COM | $10.7M | 0.8% | 134,736 SH | |
| NEW YORK LIFE INVESTMENTS ET | NYLI MERGER ARBI | $2.2M | 0.2% | 63,027 SH | |
| NISOURCE INC | COM | $13.2M | 1.0% | 328,174 SH | |
| NORFOLK SOUTHN CORP | COM | $219K | 0.0% | 925 SH | |
| NUCOR CORP | COM | $2.7M | 0.2% | 22,139 SH | |
| NUSHARES ETF TR | ESG HI TLD CRP | $277K | 0.0% | 13,077 SH | |
| NUSHARES ETF TR | NUVEEN ESG US | $905K | 0.1% | 40,803 SH | |
| NUVEEN CALIFORNIA MUNI VLU F | COM STK | $102K | 0.0% | 11,772 SH | |
| NVIDIA CORPORATION | COM | $2.5M | 0.2% | 22,993 SH | |
| ORGANON & CO | COMMON STOCK | $1.2M | 0.1% | 79,183 SH | |
| PARAMOUNT GLOBAL | CLASS B COM | $808K | 0.1% | 67,532 SH | |
| PEPSICO INC | COM | $722K | 0.1% | 4,812 SH | |
| PFIZER INC | COM | $13.0M | 0.9% | 512,502 SH | |
| PHILIP MORRIS INTL INC | COM | $15.5M | 1.1% | 97,702 SH | |
| PPG INDS INC | COM | $8.8M | 0.6% | 80,851 SH | |
| PPL CORP | COM | $2.4M | 0.2% | 66,999 SH | |
| PROCTER AND GAMBLE CO | COM | $1.5M | 0.1% | 8,756 SH | |
| PRUDENTIAL FINL INC | COM | $11.5M | 0.8% | 103,193 SH | |
| QUALCOMM INC | COM | $525K | 0.0% | 3,420 SH | |
| QUANTA SVCS INC | COM | $1.8M | 0.1% | 7,166 SH | |
| RTX CORPORATION | COM | $18.3M | 1.3% | 137,936 SH | |
| SALESFORCE INC | COM | $376K | 0.0% | 1,400 SH | |
| SCHLUMBERGER LTD | COM STK | $6.6M | 0.5% | 157,414 SH | |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $1.1M | 0.1% | 46,088 SH | |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $224K | 0.0% | 10,407 SH | |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $25.4M | 1.9% | 1,151,633 SH | |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $6.1M | 0.4% | 233,015 SH | |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $1.4M | 0.1% | 61,262 SH | |
| SELECT SECTOR SPDR TR | FINANCIAL | $597K | 0.0% | 11,977 SH | |
| SHELL PLC | SPON ADS | $21.1M | 1.5% | 288,216 SH | |
| SIMON PPTY GROUP INC NEW | COM | $6.6M | 0.5% | 39,567 SH | |
| SKYWORKS SOLUTIONS INC | COM | $756K | 0.1% | 11,695 SH | |
| SMUCKER J M CO | COM NEW | $13.7M | 1.0% | 115,540 SH | |
| SOUTHERN CO | COM | $515K | 0.0% | 5,600 SH | |
| SPDR GOLD TR | GOLD SHS | $461K | 0.0% | 1,600 SH | |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $298K | 0.0% | 8,171 SH | |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $1.4M | 0.1% | 35,800 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $5.7M | 0.4% | 10,129 SH | |
| SPDR SER TR | BLOOMBERG 1-3 MO | $314K | 0.0% | 3,421 SH | |
| SPDR SER TR | BLOOMBERG SHT TE | $10.3M | 0.8% | 410,843 SH | |
| SPDR SER TR | PORT MTG BK ETF | $5.7M | 0.4% | 257,085 SH | |
| SPDR SER TR | PORTFOLIO INTRMD | $25.6M | 1.9% | 769,299 SH | |
| SPDR SER TR | PRTFLO S&P500 GW | $1.1M | 0.1% | 13,152 SH | |
| SPDR SER TR | PRTFLO S&P500 VL | $1.5M | 0.1% | 28,550 SH | |
| STANLEY BLACK & DECKER INC | COM | $11.2M | 0.8% | 145,215 SH | |
| STATE STR CORP | COM | $6.1M | 0.4% | 67,600 SH | |
| TAPESTRY INC | COM | $15.7M | 1.1% | 223,243 SH | |
| TARGET CORP | COM | $10.9M | 0.8% | 104,032 SH | |
| TEXAS CAP BANCSHARES INC | COM | $388K | 0.0% | 5,200 SH | |
| TEXAS INSTRS INC | COM | $6.3M | 0.5% | 35,099 SH | |
| TJX COS INC NEW | COM | $1.7M | 0.1% | 14,334 SH | |
| TRANE TECHNOLOGIES PLC | SHS | $1.7M | 0.1% | 4,955 SH | |
| TRAVELERS COMPANIES INC | COM | $13.3M | 1.0% | 50,451 SH | |
| TRUIST FINL CORP | COM | $17.9M | 1.3% | 435,650 SH | |
| TYSON FOODS INC | CL A | $2.0M | 0.1% | 31,630 SH | |
| UNITED PARCEL SERVICE INC | CL B | $18.4M | 1.3% | 166,933 SH | |
| US BANCORP DEL | COM NEW | $14.9M | 1.1% | 352,259 SH | |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $293K | 0.0% | 3,744 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $4.0M | 0.3% | 55,021 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $355K | 0.0% | 957 SH | |
| VANGUARD INDEX FDS | LARGE CAP ETF | $2.8M | 0.2% | 10,735 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $1.3M | 0.1% | 5,210 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $47.3M | 3.4% | 92,009 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $3.5M | 0.3% | 12,904 SH | |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $1.3M | 0.1% | 22,209 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $16.9M | 1.2% | 372,884 SH | |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $11.1M | 0.8% | 136,289 SH | |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $6.5M | 0.5% | 108,875 SH | |
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | $4.0M | 0.3% | 68,639 SH | |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $40.1M | 2.9% | 866,352 SH | |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $441K | 0.0% | 5,591 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $1.2M | 0.1% | 6,290 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $34.3M | 2.5% | 673,886 SH | |
| VANGUARD WORLD FD | INF TECH ETF | $1.9M | 0.1% | 3,453 SH | |
| VENTAS INC | COM | $10.9M | 0.8% | 158,676 SH | |
| VERIZON COMMUNICATIONS INC | COM | $13.5M | 1.0% | 296,907 SH | |
| VISA INC | COM CL A | $1.6M | 0.1% | 4,465 SH | |
| WALMART INC | COM | $3.2M | 0.2% | 36,094 SH | |
| WELLS FARGO CO NEW | COM | $22.5M | 1.6% | 313,224 SH |
| 13F-HR |
| 0001710477-26-000003 |
| $1.48B |
| View |
| Jul 18, 2025 | Q2 2025 | 13F-HR | 0001085146-25-003971 | $1.41B | View |
| Apr 22, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002212 | $1.37B | View |