$839 Million is the total value of CANTOR FITZGERALD INVESTMENT ADVISORS L.P.'s 56 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| UPS | UNITED PARCEL SERVICE INCcl b | $1,085,000 | -12.1% | 10,367 | 0.0% | 0.13% | -12.8% | |
| FCF | FIRST COMWLTH FINL CORP PA | $833,000 | -1.4% | 58,981 | 0.0% | 0.10% | -2.0% | |
| VIG | VANGUARD GROUPdiv app etf | $636,000 | -0.9% | 6,290 | 0.0% | 0.08% | -1.3% | |
| NTAP | NETAPP INC | $432,000 | +11.6% | 7,000 | 0.0% | 0.05% | +13.0% | |
| COST | COSTCO WHSL CORP NEW | $347,000 | +1.2% | 1,844 | 0.0% | 0.04% | 0.0% | |
| HD | HOME DEPOT INC | $264,000 | -6.0% | 1,480 | 0.0% | 0.03% | -8.8% | |
| PG | PROCTER AND GAMBLE CO | $254,000 | -13.9% | 3,208 | 0.0% | 0.03% | -14.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-04-24
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD TAX-MANAGED INTL FD | 20 | Q1 2022 | 18.9% |
| VANGUARD INDEX FDS | 20 | Q1 2022 | 14.9% |
| ISHARES TR | 20 | Q1 2022 | 19.6% |
| ISHARES TR | 20 | Q1 2022 | 11.2% |
| ISHARES TR | 20 | Q1 2022 | 7.8% |
| VANGUARD INTL EQUITY INDEX F | 20 | Q1 2022 | 8.4% |
| SPDR SER TR | 20 | Q1 2022 | 4.0% |
| ISHARES TR | 20 | Q1 2022 | 5.0% |
| SCHWAB STRATEGIC TR | 20 | Q1 2022 | 4.8% |
| ISHARES TR | 20 | Q1 2022 | 10.5% |
View CANTOR FITZGERALD INVESTMENT ADVISORS L.P.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-02-12 |
| 13F-NT | 2023-11-14 |
| 13F-NT | 2023-08-14 |
| 13F-NT | 2023-05-15 |
| 3/A | 2023-03-21 |
| 4 | 2023-03-21 |
| 13F-NT | 2023-02-14 |
| 13F-NT | 2022-11-14 |
| 3 | 2022-10-28 |
View CANTOR FITZGERALD INVESTMENT ADVISORS L.P.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.