Cumberland Advisors

Cumberland Advisors as of March 31, 2023

Portfolio Holdings for Cumberland Advisors

Cumberland Advisors holds 59 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Units Ser 1 S&p (SPY) 17.7 $43M 105k 409.39
Spdr Series Trust Aerospace Def (XAR) 9.3 $23M 194k 116.91
Spdr S&p Midcap 400 Utser1 S&pdcrp (MDY) 7.7 $19M 41k 458.41
Proshares Tr Ultrpro S&p500 (UPRO) 6.5 $16M 408k 38.57
Ishares U.s. Med Dvc Etf (IHI) 6.2 $15M 278k 53.98
Berkshire Hathaway Class B (BRK.B) 4.8 $12M 38k 308.77
Select Sector Spdr Health Care (XLV) 4.3 $10M 81k 129.46
Ishares Tr Core S&p Small-cap (IJR) 3.9 $9.6M 99k 96.70
Microsoft Corp Common (MSFT) 2.6 $6.4M 22k 288.30
Ishares Msci Acwi Us Etf (ACWX) 2.4 $5.8M 118k 48.77
Ishares Msci Taiwan Etf (EWT) 2.1 $5.2M 115k 45.33
Charles Schwab Corporation (SCHW) 1.8 $4.3M 83k 52.38
Jpmorgan Chase & Co Common (JPM) 1.6 $3.9M 30k 130.31
Freeport-mcmoran Common (FCX) 1.5 $3.7M 91k 40.91
United Rentals Common (URI) 1.5 $3.6M 9.2k 395.76
Select Sector Spdr Sbi Int-energy (XLE) 1.5 $3.6M 44k 82.83
Adobe Common (ADBE) 1.4 $3.3M 8.6k 385.37
Apple Common (AAPL) 1.3 $3.3M 20k 164.90
Select Sector Spdr Sbi Int-tech (XLK) 1.2 $2.9M 19k 151.01
Select Sector Spdr Sbi Cons Discr (XLY) 1.2 $2.8M 19k 149.54
Ishares Msci Cda Index (EWC) 1.1 $2.8M 82k 34.18
Ishares Msci Japan Etf (EWJ) 1.1 $2.8M 47k 58.69
Mercadolibre Common (MELI) 1.0 $2.5M 1.9k 1318.06
Occidental Pete Corp Common (OXY) 1.0 $2.5M 40k 62.43
SPDR S&P MTLS&MNG Spdr Series Trust (XME) 1.0 $2.4M 45k 53.16
Fedex Corp Common (FDX) 1.0 $2.3M 10k 228.49
Ishares Msci Mexico Capped E (EWW) 0.9 $2.3M 38k 59.53
Meta Platforms Com Usd0.000006 Cl A (META) 0.9 $2.3M 11k 211.94
Ishares Latn Amer 40 Etf (ILF) 0.9 $2.3M 95k 23.87
Caterpillar Common (CAT) 0.9 $2.3M 9.9k 228.84
Ishares Msci India Index Fund (INDA) 0.9 $2.2M 56k 39.36
Alphabet Class C (GOOG) 0.9 $2.1M 20k 104.00
Cummins Common (CMI) 0.8 $2.0M 8.6k 238.88
Macys Common (M) 0.8 $1.9M 110k 17.49
Mattel Common (MAT) 0.7 $1.8M 97k 18.41
Bank Of America Corp Common (BAC) 0.7 $1.7M 61k 28.60
Walt Disney Company (DIS) 0.5 $1.3M 13k 100.13
Amazon Common (AMZN) 0.4 $1000k 9.7k 103.29
Alibaba Group Hldg Spn Ads 8 Ord Shs (BABA) 0.4 $994k 9.7k 102.18
Metlife Common (MET) 0.4 $965k 17k 57.94
Proshares Tr Etf Pshs Ulsht 7-10y (PST) 0.3 $773k 37k 20.93
Comcast Corp Class A (CMCSA) 0.3 $713k 19k 37.91
Ishares Tr Pfd And Incm Sec (PFF) 0.3 $656k 21k 31.22
Wells Fargo & Co Common (WFC) 0.3 $647k 17k 37.38
Citigroup Common (C) 0.2 $531k 11k 46.89
Lyondellbasell Indus Shares A (LYB) 0.2 $498k 5.3k 93.89
Vanguard Intl Eq Ind Ftse Europe Etf (VGK) 0.2 $398k 6.5k 60.95
Vanguard Bd Index Etf Short Trm Bond (BSV) 0.2 $380k 5.0k 76.49
Ishares Msci Emerg Mrkt (EEMV) 0.1 $356k 6.5k 54.57
Ishares Tr Natl Amt Free Muni B (MUB) 0.1 $353k 3.3k 107.74
Proshares Tr Pshs Ultsh 20yrs (TBT) 0.1 $309k 11k 27.96
Ishares Eafe Sml Cp Etf (SCZ) 0.1 $277k 4.7k 59.51
Coca-cola Common (KO) 0.1 $265k 4.3k 62.03
Vanguard Intl Eq Ind Pacific (VPL) 0.1 $247k 3.6k 67.82
Ishares 3-7 Yr Tr Bd Etf (IEI) 0.1 $242k 2.1k 117.65
Ishares Emerg Mkts Etf (EEM) 0.1 $232k 5.9k 39.46
Chevron Corp Common (CVX) 0.1 $211k 1.3k 163.16
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $146k 12k 12.47
Opko Health Common (OPK) 0.0 $29k 20k 1.46