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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
SPIBSpdr Ser Tr
Recent Activity
Increased 11.95%
1.6%
$23.528M
697,959 shares@ $33.71 avg price
CSCOCisco Sys Inc
Recent Activity
Decreased -0.01%
1.59%
$23.375M
439,205 shares@ $53.23 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -0.13%
1.51%
$22.114M
136,457 shares@ $162.06 avg price
HPQHp Inc
Recent Activity
Decreased -0.06%
1.5%
$21.996M
613,209 shares@ $35.88 avg price
SHELShell Plc
Recent Activity
Increased 0.03%
1.48%
$21.698M
329,007 shares@ $65.96 avg price
SCHXSchwab Strategic Tr
Recent Activity
Increased 81.34%
1.47%
$21.536M
317,402 shares@ $67.86 avg price
TPRTapestry Inc
Recent Activity
Increased 0.25%
1.46%
$21.332M
454,068 shares@ $46.99 avg price
EMREmerson Elec Co
Recent Activity
Decreased -0.17%
1.42%
$20.746M
189,685 shares@ $109.38 avg price
MRKMerck & Co Inc
Recent Activity
Increased 0.59%
1.4%
$20.556M
181,018 shares@ $113.57 avg price
RTXRtx Corporation
Recent Activity
Decreased -0.04%
1.4%
$20.54M
169,530 shares@ $121.16 avg price