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Walter Karle

@Cantor Fitzgerald Investment Advisors L.p.

Latest period2024 - Q3ReportedManaged Assets$1.471BTotal holdings186
Assets growth rate13.32%Assets growth rate (2-Q avg)4.87%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Cantor Fitzgerald Investment Advisors L.p.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 186 positions.

Assets under management

The assets under management (AUM) of Cantor Fitzgerald Investment Advisors L.p. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.471B in assets, with a quarterly growth rate of 13.32% and a 2-quarter average growth rate of 4.87%. The portfolio is managed by Walter Karle, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SLBSchlumberger Ltd
Recent Activity
New Position
0.43%
$6.31M
150,410 shares@ $41.96 avg price
DGDollar Gen Corp New
Recent Activity
New Position
0.41%
$5.987M
70,794 shares@ $84.58 avg price
NVDANvidia Corporation
Recent Activity
New Position
0.2%
$2.837M
23,358 shares@ $121.45 avg price
SPYVSpdr Ser Tr
Recent Activity
New Position
0.18%
$2.546M
48,165 shares@ $52.86 avg price
VGTVanguard World Fd
Recent Activity
New Position
0.14%
$1.949M
3,323 shares@ $586.53 avg price
SPYGSpdr Ser Tr
Recent Activity
New Position
0.12%
$1.654M
19,941 shares@ $82.94 avg price
VXUSVanguard Star Fds
Recent Activity
New Position
0.1%
$1.393M
21,515 shares@ $64.74 avg price
ITOTIshares Tr
Recent Activity
New Position
0.1%
$1.379M
10,980 shares@ $125.63 avg price
MBBIshares Tr
Recent Activity
New Position
0.1%
$1.337M
13,954 shares@ $95.81 avg price
DELLDell Technologies Inc
Recent Activity
New Position
0.09%
$1.217M
10,267 shares@ $118.54 avg price