Cumberland Advisors

Cumberland Advisors as of Dec. 31, 2024

Portfolio Holdings for Cumberland Advisors

Cumberland Advisors holds 49 positions in its portfolio as reported in the December 2024 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) 20.9 $52M 89k 586.08
Spdr S&p Midcap 400 Utser1 S&pdcrp (MDY) 11.2 $28M 50k 569.58
Spdr Series Trust Aerospace Def (XAR) 9.6 $24M 144k 165.82
Ishares Tr Core S&p Small-cap (IJR) 6.3 $16M 137k 115.22
Berkshire Hathaway Class B (BRK.B) 5.0 $12M 28k 453.28
Select Sector Spdr Sbi Int-energy (XLE) 4.2 $11M 124k 85.66
Ishares Tr Ishares Biotech (IBB) 3.9 $9.8M 74k 132.21
Microsoft Corp Common (MSFT) 3.4 $8.4M 20k 421.50
Ishares Msci Acwi Us Etf (ACWX) 3.1 $7.7M 148k 52.16
Vanguard Index Tr Growth (VUG) 2.6 $6.4M 16k 410.44
United Rentals Common (URI) 2.4 $5.9M 8.4k 704.44
Ishares U.s. Med Dvc Etf (IHI) 2.3 $5.8M 100k 58.35
Select Sector Spdr Amex Industrial Sel (XLI) 2.0 $5.0M 38k 131.76
Meta Platforms Com Usd0.000006 Cl A (META) 2.0 $4.9M 8.5k 585.51
Apple Common (AAPL) 1.9 $4.9M 20k 250.42
Alphabet Class C (GOOG) 1.5 $3.8M 20k 190.44
Caterpillar Common (CAT) 1.4 $3.6M 9.9k 362.76
Freeport-mcmoran Common (FCX) 1.4 $3.5M 91k 38.08
Mercadolibre Common (MELI) 1.3 $3.3M 1.9k 1700.44
Cummins Common (CMI) 1.2 $3.0M 8.6k 348.60
Fedex Corp Common (FDX) 1.1 $2.9M 10k 281.33
Bank Of America Corp Common (BAC) 0.9 $2.3M 51k 43.95
Ishares Msci Cda Index (EWC) 0.9 $2.2M 55k 40.30
Amazon Common (AMZN) 0.8 $2.1M 9.7k 219.39
Ishares Msci Japan Etf (EWJ) 0.8 $2.1M 31k 67.10
Ishares Msci Taiwan Etf (EWT) 0.8 $2.1M 40k 51.76
Macys Common (M) 0.8 $2.0M 118k 16.93
Ishares Msci India Index Fund (INDA) 0.8 $2.0M 38k 52.64
Occidental Pete Corp Common (OXY) 0.8 $1.9M 39k 49.41
Walt Disney Company (DIS) 0.7 $1.8M 16k 111.35
Mattel Common (MAT) 0.6 $1.5M 82k 17.73
Spdr Ser Tr Spdr Nuveen Bbg Muni (TFI) 0.4 $1.1M 24k 45.62
Vanguard Bd Index Total Bnd Mrkt Etf (BND) 0.4 $940k 13k 71.91
Alibaba Group Hldg Spn Ads 8 Ord Shs (BABA) 0.4 $901k 11k 84.79
Proshares Tr Etf Pshs Ulsht 7-10y (PST) 0.3 $791k 33k 23.97
Wells Fargo & Co Common (WFC) 0.3 $759k 11k 70.24
Vanguard Bd Index Etf Short Trm Bond (BSV) 0.3 $729k 9.4k 77.27
Comcast Corp Class A (CMCSA) 0.3 $657k 18k 37.53
Ishares Tr Natl Amt Free Muni B (MUB) 0.1 $342k 3.2k 106.55
Jpmorgan Chase & Co Common (JPM) 0.1 $324k 1.4k 239.71
Alphabet Class A (GOOGL) 0.1 $299k 1.6k 189.30
Vanguard Intl Eq Ind Ftse Europe Etf (VGK) 0.1 $281k 4.4k 63.47
Walmart Common (WMT) 0.1 $271k 3.0k 90.35
Lyondellbasell Indus Shares A (LYB) 0.1 $267k 3.6k 74.27
Tesla Motors (TSLA) 0.1 $267k 660.00 403.84
Ishares Msci Emerg Mrkt (EEMV) 0.1 $249k 4.3k 57.99
Coca-cola Common (KO) 0.1 $228k 3.7k 62.26
Visa Class A (V) 0.1 $202k 640.00 316.04
Opko Health Common (OPK) 0.0 $29k 20k 1.47