CANTOR FITZGERALD INVESTMENT ADVISORS L.P.

CIK 0001710477 • 8 13F filings • Apr 22, 2025 – Oct 21, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$1.81B latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $1.36B1 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$304K	0.0%Prev: 0.0%	2,096 SH	Decreased
ABBVIE INC	COM	$1.1M	0.1%Prev: 0.1%	4,908 SH	Increased+608 SH
AGILENT TECHNOLOGIES INC	COM	$303K	0.0%Prev: 0.0%	2,655 SH	Decreased
ALPHABET INC	CAP STK CL A	$533K	0.0%Prev: 0.0%	1,855 SH	Increased+195 SH
ALPHABET INC	CAP STK CL C	$330K	0.0%	1,150 SH	New
ALTSHARES TRUST	MERGER ARBITRAGE	$18.2M	1.3%Prev: 1.2%	620,886 SH	Increased+38,690 SH
AMAZON COM INC	COM	$1.1M	0.1%Prev: 0.1%	5,435 SH	Increased+395 SH
AMCOR PLC	COM NEW	$9.7M	0.7%	245,189 SH	New
ANALOG DEVICES INC	COM	$1.4M	0.1%Prev: 0.1%	4,438 SH	Increased+7 SH
APPLE INC	COM	$7.8M	0.6%Prev: 0.6%	30,597 SH	Decreased-4,505 SH
APPLIED MATLS INC	COM	$1.4M	0.1%Prev: 0.0%	3,974 SH	Increased+600 SH
AT&T INC	COM	$8.1M	0.6%Prev: 1.2%	281,070 SH	Decreased-285,175 SH
ATMOS ENERGY CORP	COM	$1.3M	0.1%Prev: 1.0%	6,839 SH	Decreased-82,309 SH
BANK AMERICA CORP	COM	$3.4M	0.3%Prev: 0.3%	70,120 SH	Decreased-29,071 SH
BANK NEW YORK MELLON CORP	COM	$3.1M	0.2%Prev: 0.4%	26,525 SH	Decreased-33,532 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$2.2M	0.2%Prev: 0.2%	3 SH	Decreased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$682K	0.1%Prev: 0.1%	1,423 SH	Decreased-188 SH
BEST BUY INC	COM	$12.6M	0.9%Prev: 1.1%	196,230 SH	Decreased-1,161 SH
BLACKSTONE INC	COM	$1.1M	0.1%Prev: 0.1%	9,489 SH	Decreased
BOOT BARN HLDGS INC	COM	$357K	0.0%Prev: 0.0%	2,440 SH	Increased
BRISTOL-MYERS SQUIBB CO	COM	$15.5M	1.1%Prev: 1.2%	256,253 SH	Decreased-14,647 SH
BROADCOM INC	COM	$2.9M	0.2%Prev: 0.3%	9,295 SH	Decreased-11,510 SH
CAPITAL ONE FINL CORP	COM	$2.2M	0.2%Prev: 0.2%	12,205 SH	Decreased-4,348 SH
CATERPILLAR INC	COM	$861K	0.1%Prev: 0.0%	1,215 SH	Increased+115 SH
CHEVRON CORPORATION	COM	$14.4M	1.1%	69,612 SH	New
CISCO SYS INC	COM	$14.9M	1.1%Prev: 1.7%	191,849 SH	Decreased-192,870 SH
COMCAST CORP NEW	CL A	$9.5M	0.7%Prev: 1.0%	330,126 SH	Decreased-23,705 SH
CONAGRA BRANDS INC	COM	$7.9M	0.6%Prev: 0.7%	505,377 SH	Decreased+163,170 SH
CONOCOPHILLIPS	COM	$17.1M	1.3%Prev: 1.2%	129,791 SH	Increased-23,994 SH
CORNING INC	COM	$21.1M	1.6%Prev: 0.5%	155,116 SH	Increased-909 SH
COSTCO WHOLESALE CORPORATION	COM	$2.2M	0.2%	2,238 SH	New
CSX CORP	COM	$261K	0.0%	6,347 SH	New
CUMMINS INC	COM	$377K	0.0%	700 SH	New
CVS HEALTH CORP	COM	$26.3M	1.9%Prev: 2.0%	366,368 SH	Decreased-36,752 SH
DBX ETF TR	XTRACKERS MSCI	$433K	0.0%Prev: 0.0%	12,327 SH	Decreased-2,122 SH
DBX ETF TR	XTRACKERS MSCI E	$225K	0.0%Prev: 0.0%	6,047 SH	Decreased-2,799 SH
DBX ETF TR	XTRACKERS SHRT	$4.3M	0.3%Prev: 0.5%	96,508 SH	Decreased-60,392 SH
DBX ETF TR	XTRACKRS S&P 500	$1.7M	0.1%Prev: 0.1%	28,192 SH	Decreased-6,327 SH
DELL TECHNOLOGIES INC	CL C	$1.5M	0.1%Prev: 0.1%	9,037 SH	Increased-1,600 SH
DEVON ENERGY CORP NEW	COM	$14.4M	1.1%Prev: 0.7%	287,108 SH	Increased+14,118 SH
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$835K	0.1%Prev: 0.1%	17,233 SH	Decreased-10,237 SH
DOLLAR GEN CORP	COM	$11.5M	0.8%	96,688 SH	New
DOMINION ENERGY INC	COM	$1.7M	0.1%Prev: 0.1%	28,173 SH	Decreased-6,322 SH
DOW HLDGS INC	COM	$2.3M	0.2%	54,485 SH	New
DUKE ENERGY CORP NEW	COM NEW	$13.8M	1.0%Prev: 1.1%	105,616 SH	Decreased-15,231 SH
EATON CORP PLC	SHS	$2.1M	0.2%Prev: 0.2%	6,003 SH	Decreased-3,367 SH
ELEVANCE HEALTH INC FORMERLY	COM	$1.1M	0.1%	3,870 SH	New
EMERSON ELEC CO	COM	$18.5M	1.4%Prev: 1.3%	141,148 SH	Increased-21,055 SH
EXXON MOBIL CORP	COM	$22.8M	1.7%Prev: 1.5%	134,262 SH	Increased-33,852 SH
FEDEX CORP	COM	$2.7M	0.2%Prev: 0.2%	7,653 SH	Decreased-3,612 SH
FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$6.1M	0.5%Prev: 0.3%	29,415 SH	Increased-249 SH
FIDELITY NATL INFORMATION SV	COM	$15.1M	1.1%Prev: 1.0%	320,899 SH	Increased+140,561 SH
FIFTH THIRD BANCORP	COM	$11.1M	0.8%	238,449 SH	New
FORD MTR CO	COM	$820K	0.1%Prev: 0.1%	71,100 SH	Decreased-16,048 SH
FTAI INFRASTRUCTURE INC	COMMON STOCK	$52K	0.0%Prev: 0.0%	10,500 SH	Increased
GE AEROSPACE	COM NEW	$337K	0.0%Prev: 0.0%	1,186 SH	Decreased-1,095 SH
GE VERNOVA INC	COM	$260K	0.0%	298 SH	New
GENUINE PARTS CO	COM	$13.0M	1.0%Prev: 0.9%	122,761 SH	Increased+19,827 SH
GLOBAL X FDS	1-3 MONTH T-BILL	$829K	0.1%Prev: 0.1%	8,260 SH	Increased+1,350 SH
GOLDMAN SACHS GROUP INC	COM	$338K	0.0%Prev: 0.0%	400 SH	Increased
HEWLETT PACKARD ENTERPRISE C	COM	$17.5M	1.3%Prev: 0.8%	733,214 SH	Increased+9,878 SH
HOME DEPOT INC	COM	$10.7M	0.8%Prev: 0.4%	32,525 SH	Increased+16,890 SH
HP INC	COM	$13.2M	1.0%Prev: 1.2%	685,853 SH	Decreased+97,503 SH
INTEL CORP	COM	$1.5M	0.1%Prev: 0.2%	34,848 SH	Decreased-78,307 SH
INTERNATIONAL BUSINESS MACHS	COM	$2.6M	0.2%Prev: 0.7%	10,596 SH	Decreased-29,005 SH
INTERNATIONAL FLAVORS&FRAGRA	COM	$14.5M	1.1%Prev: 0.6%	200,551 SH	Increased+92,740 SH
INVESCO EXCH TRADED FD TR II	VAR RATE PFD	$231K	0.0%	9,617 SH	New
INVESCO QQQ TR	UNIT SER 1	$42.1M	3.1%Prev: 2.8%	72,964 SH	Increased-7,945 SH
ISHARES INC	CORE MSCI EMKT	$4.1M	0.3%Prev: 0.3%	59,015 SH	Increased-5,985 SH
ISHARES TR	0-3 MNTH TREASRY	$201K	0.0%	1,994 SH	New
ISHARES TR	3 7 YR TREAS BD	$85.4M	6.3%Prev: 3.8%	719,834 SH	Increased+277,710 SH
ISHARES TR	CORE MSCI EAFE	$864K	0.1%Prev: 0.1%	9,543 SH	Increased-135 SH
ISHARES TR	CORE MSCI INTL	$6.7M	0.5%Prev: 0.4%	80,104 SH	Increased+2,354 SH
ISHARES TR	CORE MSCI TOTAL	$630K	0.0%Prev: 0.0%	7,274 SH	Increased-350 SH
ISHARES TR	CORE S&P MCP ETF	$18.1M	1.3%Prev: 1.2%	267,607 SH	Increased-9,658 SH
ISHARES TR	CORE S&P SCP ETF	$5.5M	0.4%Prev: 0.3%	44,317 SH	Increased+587 SH
ISHARES TR	CORE S&P TTL STK	$1.5M	0.1%Prev: 0.1%	10,301 SH	Increased-573 SH
ISHARES TR	CORE S&P500 ETF	$66.0M	4.9%Prev: 4.1%	101,081 SH	Increased+147 SH
ISHARES TR	CORE UNIVRSL USD	$847K	0.1%	18,345 SH	New
ISHARES TR	CORE US AGGBD ET	$544K	0.0%	5,479 SH	New
ISHARES TR	ESG AWR MSCI USA	$556K	0.0%Prev: 0.0%	3,933 SH	Increased-281 SH
ISHARES TR	ESG AWR US AGRGT	$2.5M	0.2%Prev: 0.2%	52,946 SH	Increased+2,277 SH
ISHARES TR	ESG AWRE 1 5 YR	$652K	0.0%Prev: 0.1%	26,011 SH	Decreased-11,526 SH
ISHARES TR	ESG SELECT SCRE	$317K	0.0%Prev: 0.0%	6,997 SH	Increased+49 SH
ISHARES TR	FLTG RATE NT ETF	$382K	0.0%Prev: 0.0%	7,498 SH	Decreased-42 SH
ISHARES TR	MBS ETF	$1.7M	0.1%Prev: 0.1%	18,423 SH	Increased+4,071 SH
ISHARES TR	RUSSELL 2000 ETF	$1.0M	0.1%Prev: 0.1%	4,125 SH	Decreased-1,573 SH
ISHARES TR	SELECT DIVID ETF	$386K	0.0%Prev: 0.0%	2,548 SH	Increased
JOHNSON & JOHNSON	COM	$18.2M	1.3%Prev: 1.5%	74,606 SH	Decreased-49,924 SH
JPMORGAN CHASE & CO	COM	$8.0M	0.6%	27,037 SH	New
KIMBERLY-CLARK CORP	COM	$10.7M	0.8%Prev: 1.1%	110,816 SH	Decreased+2,842 SH
LAM RESEARCH CORP	COM NEW	$292K	0.0%	1,367 SH	New
LINCOLN NATL CORP IND	COM	$1.0M	0.1%Prev: 0.2%	28,932 SH	Decreased-31,295 SH
LOCKHEED MARTIN CORP	COM	$11.8M	0.9%Prev: 0.6%	19,581 SH	Increased+2,452 SH
LYONDELLBASELL INDUSTRIES NV	SHS - A -	$10.9M	0.8%	135,189 SH	New
MASTERCARD INCORPORATED	CL A	$1.1M	0.1%Prev: 0.1%	2,128 SH	Decreased-197 SH
MEDTRONIC PLC	SHS	$14.1M	1.0%Prev: 1.2%	162,632 SH	Decreased-22,940 SH
MERCK & CO INC	COM	$13.3M	1.0%Prev: 1.0%	110,155 SH	Decreased-37,686 SH
META PLATFORMS INC	CL A	$877K	0.1%Prev: 0.1%	1,533 SH	Decreased-93 SH
METLIFE INC	COM	$12.0M	0.9%Prev: 0.9%	169,776 SH	Increased+21,535 SH
MICROSOFT CORP	COM	$5.1M	0.4%Prev: 0.4%	13,753 SH	Decreased-2,427 SH
MONDELEZ INTL INC	CL A	$16.5M	1.2%Prev: 1.5%	286,343 SH	Decreased-20,816 SH
MONSTER BEVERAGE CORP NEW	COM	$217K	0.0%	3,000 SH	New
NATIONAL FUEL GAS CO	COM	$4.8M	0.4%Prev: 0.8%	50,974 SH	Decreased-83,762 SH
NEW YORK LIFE INVESTMENTS ET	NYLI MERGER ARBI	$2.2M	0.2%Prev: 0.2%	60,145 SH	Increased-2,882 SH
NISOURCE INC	COM	$9.3M	0.7%Prev: 1.0%	198,951 SH	Decreased-129,223 SH
NORFOLK SOUTHN CORP	COM	$265K	0.0%Prev: 0.0%	925 SH	Increased
NOVO-NORDISK A S	ADR	$1.4M	0.1%	36,975 SH	New
NUCOR CORP	COM	$1.4M	0.1%Prev: 0.2%	8,006 SH	Decreased-14,133 SH
NUSHARES ETF TR	NUVEEN ESG US	$952K	0.1%Prev: 0.1%	42,842 SH	Increased+2,039 SH
NUVEEN CALIFORNIA MUNI VLU F	COM STK	$110K	0.0%Prev: 0.0%	11,772 SH	Increased
NVIDIA CORPORATION	COM	$4.1M	0.3%Prev: 0.2%	23,593 SH	Increased+600 SH
PEPSICO INC	COM	$1.8M	0.1%Prev: 0.1%	11,661 SH	Increased+6,849 SH
PFIZER INC	COM	$13.8M	1.0%Prev: 0.9%	492,409 SH	Increased-20,093 SH
PHILIP MORRIS INTL INC	COM	$11.9M	0.9%Prev: 1.1%	71,698 SH	Decreased-26,004 SH
PPG INDS INC	COM	$14.4M	1.1%Prev: 0.6%	135,003 SH	Increased+54,152 SH
PROCTER & GAMBLE CO	COM	$735K	0.1%	5,090 SH	New
PRUDENTIAL FINL INC	COM	$13.2M	1.0%Prev: 0.8%	134,784 SH	Increased+31,591 SH
QUALCOMM INC	COM	$507K	0.0%Prev: 0.0%	3,940 SH	Decreased+520 SH
QUANTA SVCS INC	COM	$2.8M	0.2%Prev: 0.1%	5,057 SH	Increased-2,109 SH
RTX CORPORATION	COM	$3.0M	0.2%Prev: 1.3%	15,796 SH	Decreased-122,140 SH
SALESFORCE INC	COM	$263K	0.0%Prev: 0.0%	1,410 SH	Decreased+10 SH
SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$1.1M	0.1%Prev: 0.1%	44,728 SH	Decreased-1,360 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$250K	0.0%Prev: 0.0%	9,942 SH	Increased-465 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$21.4M	1.6%Prev: 1.9%	832,885 SH	Decreased-318,748 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$6.8M	0.5%Prev: 0.4%	220,344 SH	Increased-12,671 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$1.5M	0.1%Prev: 0.1%	51,225 SH	Increased-10,037 SH
SHELL PLC	SPON ADS	$9.1M	0.7%Prev: 1.5%	97,658 SH	Decreased-190,558 SH
SIMON PPTY GROUP INC NEW	COM	$2.6M	0.2%Prev: 0.5%	13,879 SH	Decreased-25,688 SH
SLB LIMITED	COM STK	$8.3M	0.6%	162,319 SH	New
SMUCKER J M CO	COM NEW	$14.5M	1.1%Prev: 1.0%	150,301 SH	Increased+34,761 SH
SONOCO PRODS CO	COM	$1.3M	0.1%	23,325 SH	New
SOUTHERN CO	COM	$483K	0.0%Prev: 0.0%	5,000 SH	Decreased-600 SH
SOUTHWEST AIRLS CO	COM	$1.0M	0.1%	27,450 SH	New
SPDR GOLD TR	GOLD SHS	$782K	0.1%Prev: 0.0%	1,817 SH	Increased+217 SH
SPDR INDEX SHS FDS	STATE STREET SPD	$2.5M	0.2%	54,166 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$38.5M	2.8%	1,249,330 SH	New
STANLEY BLACK & DECKER INC	COM	$14.4M	1.1%Prev: 0.8%	202,710 SH	Increased+57,495 SH
STATE STR CORP	COM	$8.9M	0.7%Prev: 0.4%	69,982 SH	Increased+2,382 SH
STATE STR SPDR S&P 500 ETF T	TR UNIT	$5.8M	0.4%	8,981 SH	New
SYSCO CORP	COM	$6.2M	0.5%	86,770 SH	New
TAPESTRY INC	COM	$261K	0.0%Prev: 1.1%	1,850 SH	Decreased-221,393 SH
TARGET CORP	COM	$13.1M	1.0%Prev: 0.8%	108,317 SH	Increased+4,285 SH
TEXAS CAP BANCSHARES INC	COM	$493K	0.0%Prev: 0.0%	5,200 SH	Increased
TEXAS INSTRS INC	COM	$14.9M	1.1%Prev: 0.5%	76,499 SH	Increased+41,400 SH
TJX COS INC NEW	COM	$1.7M	0.1%Prev: 0.1%	10,394 SH	Decreased-3,940 SH
TRANE TECHNOLOGIES PLC	SHS	$1.2M	0.1%Prev: 0.1%	2,813 SH	Decreased-2,142 SH
TRAVELERS COMPANIES INC	COM	$15.1M	1.1%Prev: 1.0%	51,752 SH	Increased+1,301 SH
TRUIST FINL CORP	COM	$17.9M	1.3%Prev: 1.3%	388,748 SH	Decreased-46,902 SH
UNITED PARCEL SVCS INC	CL B	$16.7M	1.2%	169,690 SH	New
US BANCORP	COM NEW	$16.0M	1.2%	307,082 SH	New
VANGUARD BD INDEX FDS	SHORT TRM BOND	$336K	0.0%Prev: 0.0%	4,290 SH	Increased+546 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$3.9M	0.3%Prev: 0.3%	53,471 SH	Decreased-1,550 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$3.1M	0.2%Prev: 0.2%	10,349 SH	Increased-386 SH
VANGUARD INDEX FDS	MID CAP ETF	$1.7M	0.1%Prev: 0.1%	5,905 SH	Increased+695 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$46.7M	3.4%Prev: 3.4%	78,206 SH	Decreased-13,803 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$4.6M	0.3%Prev: 0.3%	14,212 SH	Increased+1,308 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$1.5M	0.1%Prev: 0.1%	19,745 SH	Increased-2,464 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$17.8M	1.3%Prev: 1.2%	329,344 SH	Increased-43,540 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$8.8M	0.7%Prev: 0.8%	106,673 SH	Decreased-29,616 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$10.1M	0.7%Prev: 0.5%	169,211 SH	Increased+60,336 SH
VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	$888K	0.1%Prev: 0.3%	16,036 SH	Decreased-52,603 SH
VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$51.3M	3.8%Prev: 2.9%	1,093,478 SH	Increased+227,126 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$348K	0.0%Prev: 0.0%	4,393 SH	Decreased-1,198 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.3M	0.1%Prev: 0.1%	6,145 SH	Increased-145 SH
VANGUARD STAR FDS	VG TL INTL STK F	$201K	0.0%	2,612 SH	New
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$38.1M	2.8%Prev: 2.5%	593,905 SH	Increased-79,981 SH
VERIZON COMMUNICATIONS INC	COM	$12.5M	0.9%Prev: 1.0%	248,857 SH	Decreased-48,050 SH
VISA INC	COM CL A	$1.3M	0.1%Prev: 0.1%	4,279 SH	Decreased-186 SH
WALMART INC	COM	$2.8M	0.2%Prev: 0.2%	22,175 SH	Decreased-13,919 SH
WELLS FARGO & CO	COM	$20.0M	1.5%	251,378 SH	New
WEYERHAEUSER CO	COM NEW	$16.6M	1.2%	679,752 SH	New

Sold (vs prior filing)

BWX TECHNOLOGIES INC — $326K
CHEVRON CORP NEW — $17.1M
COCA COLA CO — $217K
COSTCO WHSL CORP NEW — $2.0M
CRESCENT ENERGY COMPANY — $164K
DOLLAR GEN CORP NEW — $8.9M
DOW INC — $9.8M
FREEPORT-MCMORAN INC — $506K
FTAI AVIATION LTD — $389K
HANESBRANDS INC — $769K
ISHARES TR — $19.4M
ISHARES TR — $886K
ISHARES TR — $200K
JPMORGAN CHASE & CO. — $22.8M
KELLANOVA — $13.9M
KEYCORP — $1.8M
KOHLS CORP — $417K
LOWES COS INC — $202K
M & T BK CORP — $1.6M
NUSHARES ETF TR — $277K
… and 23 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 16, 2026	Q3 2026	13F-HR	0001710477-26-000004	—	View
Jan 23, 2026	Q4 2025	13F-HR	0001710477-26-000001	$1.35B	View
Oct 21, 2026	Q3 2026