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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
AXPAmerican Express Co
Recent Activity
New Position
0.08%
$1.079M
3,978 shares@ $271.21 avg price
LOWLowes Cos Inc
Recent Activity
New Position
0.08%
$1.047M
3,867 shares@ $270.86 avg price
SPEMSpdr Index Shs Fds
Recent Activity
New Position
0.08%
$1.04M
25,203 shares@ $41.29 avg price
SCHRSchwab Strategic Tr
Recent Activity
New Position
0.07%
$1.025M
20,259 shares@ $50.6 avg price
ADIAnalog Devices Inc
Recent Activity
New Position
0.07%
$997,557
4,334 shares@ $230.18 avg price
ABBVAbbvie Inc
Recent Activity
New Position
0.06%
$854,693
4,328 shares@ $197.48 avg price
IUSBIshares Tr
Recent Activity
New Position
0.06%
$841,799
17,865 shares@ $47.13 avg price
AMATApplied Matls Inc
Recent Activity
New Position
0.06%
$780,721
3,864 shares@ $202.05 avg price
SPDWSpdr Index Shs Fds
Recent Activity
New Position
0.05%
$731,653
19,480 shares@ $37.56 avg price
BILSpdr Ser Tr
Recent Activity
New Position
0.05%
$724,973
7,896 shares@ $91.82 avg price