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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
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
MRKMerck & Co Inc
Recent Activity
Increased 0.59%
1.4%
$20.556M
181,018 shares@ $113.57 avg price
WFCWells Fargo Co New
Recent Activity
Increased 0.08%
1.39%
$20.333M
359,933 shares@ $56.49 avg price
AVGOBroadcom Inc
Recent Activity
Increased 346.1%
1.28%
$18.798M
108,972 shares@ $172.5 avg price
MDTMedtronic Plc
Recent Activity
Increased 0.1%
1.28%
$18.708M
207,802 shares@ $90.04 avg price
COPConocophillips
Recent Activity
Increased 0.79%
1.27%
$18.609M
176,753 shares@ $105.28 avg price
IJHIshares Tr
Recent Activity
Increased 24.9%
1.18%
$17.288M
277,410 shares@ $62.32 avg price
GPCGenuine Parts Co
Recent Activity
Increased 0.71%
1.16%
$17M
121,706 shares@ $139.69 avg price