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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
IEIIshares Tr
Recent Activity
Increased 6.93%
4.11%
$60.437M
505,304 shares@ $119.61 avg price
IVVIshares Tr
Recent Activity
Increased 47.01%
3.52%
$51.676M
89,587 shares@ $576.83 avg price
VOOVanguard Index Fds
Recent Activity
Increased 0.29%
3.45%
$50.64M
95,969 shares@ $527.68 avg price
VMBSVanguard Scottsdale Fds
Recent Activity
Increased 8.77%
2.65%
$38.94M
824,831 shares@ $47.22 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 27.88%
2.61%
$38.337M
78,547 shares@ $488.08 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 29.06%
2.2%
$32.331M
612,218 shares@ $52.81 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 0.05%
1.64%
$24.121M
205,773 shares@ $117.23 avg price
CVSCvs Health Corp
Recent Activity
Increased 0.19%
1.64%
$23.99M
381,517 shares@ $62.89 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 1.4%
1.62%
$23.822M
112,975 shares@ $210.86 avg price
SPIBSpdr Ser Tr
Recent Activity
Increased 11.95%
1.6%
$23.528M
697,959 shares@ $33.71 avg price