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Size ($ in 1000's)
At 03/31/2024: $268,889 At 12/31/2023: $232,981
Cumberland Advisors Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Cumberland Advisors Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Cumberland Advisors Inc. top holdings by largest position size, as per the latest 13f filing made by Cumberland Advisors Inc..
In the Cumberland Advisors Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Cumberland Advisors Inc. in that top holding, then the share count change between reporting periods, and finally the Cumberland Advisors Inc. top holding position size
for that row.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
SPDR S&P 500 ETF TR (SPY) |
82,722 |
+722 |
$43,269 | SPY | 82,722 | +722 | $43,269 | ISHARES TR (IJR) |
243,235 |
+59,616 |
$26,882 | IJR | 243,235 | +59,616 | $26,882 | SPDR S&P MIDCAP 400 (MDY) |
44,867 |
+943 |
$24,964 | MDY | 44,867 | +943 | $24,964 | SPDR SERIES TRUST (XAR) |
165,419 |
-15,830 |
$23,243 | XAR | 165,419 | -15,830 | $23,243 | SELECT SECTOR SPDR (XLE) |
132,682 |
+92,505 |
$12,527 | XLE | 132,682 | +92,505 | $12,527 | BERKSHIRE HATHAWAY |
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$11,411 | BRK.B | 27,135 | +1,355 | $11,411 | ISHARES TR (IBB) |
82,838 |
-4,145 |
$11,367 | IBB | 82,838 | -4,145 | $11,367 | ISHARES (ACWX) |
161,405 |
+12,645 |
$8,617 | ACWX | 161,405 | +12,645 | $8,617 | MICROSOFT CORP |
19,740 |
+285 |
$8,305 | MSFT | 19,740 | +285 | $8,305 | SPDR SERIES TRUST (KRE) |
158,140 |
+158,140 |
$7,951 | KRE | 158,140 | +158,140 | $7,951 | ISHARES (IHI) |
106,770 |
+106,770 |
$6,256 | IHI | 106,770 | +106,770 | $6,256 | UNITED RENTALS INC |
8,620 |
-450 |
$6,216 | URI | 8,620 | -450 | $6,216 | SELECT SECTOR SPDR (XLI) |
36,720 |
+1,190 |
$4,625 | XLI | 36,720 | +1,190 | $4,625 | FREEPORT MCMORAN INC |
92,060 |
UNCH |
$4,329 | FCX | 92,060 | UNCH | $4,329 | META PLATFORMS INC |
8,700 |
-1,200 |
$4,225 | META | 8,700 | -1,200 | $4,225 | CATERPILLAR INC |
9,850 |
UNCH |
$3,609 | CAT | 9,850 | UNCH | $3,609 | JPMORGAN CHASE & CO |
16,690 |
+440 |
$3,343 | JPM | 16,690 | +440 | $3,343 | APPLE INC |
19,487 |
UNCH |
$3,342 | AAPL | 19,487 | UNCH | $3,342 | ALPHABET INC |
20,150 |
+150 |
$3,068 | GOOG | 20,150 | +150 | $3,068 | FEDEX CORP |
10,175 |
UNCH |
$2,948 | FDX | 10,175 | UNCH | $2,948 | MERCADOLIBRE INC |
1,930 |
UNCH |
$2,918 | MELI | 1,930 | UNCH | $2,918 | VANGUARD INDEX TR (VUG) |
8,330 |
+8,330 |
$2,867 | VUG | 8,330 | +8,330 | $2,867 | SPDR S&P MTLS&MNG (XME) |
44,831 |
-166,460 |
$2,702 | XME | 44,831 | -166,460 | $2,702 | OCCIDENTAL PETE CORP |
41,500 |
UNCH |
$2,697 | OXY | 41,500 | UNCH | $2,697 | CUMMINS INC |
8,550 |
UNCH |
$2,519 | CMI | 8,550 | UNCH | $2,519 | ADOBE INC |
4,910 |
+115 |
$2,478 | ADBE | 4,910 | +115 | $2,478 | ISHARES INC (EWJ) |
34,162 |
+1,390 |
$2,437 | EWJ | 34,162 | +1,390 | $2,437 | MACYS INC |
116,510 |
UNCH |
$2,329 | M | 116,510 | UNCH | $2,329 | ISHARES INC (EWC) |
59,835 |
-700 |
$2,290 | EWC | 59,835 | -700 | $2,290 | ISHARES MSCI (INDA) |
40,935 |
-750 |
$2,112 | INDA | 40,935 | -750 | $2,112 | ISHARES INC (EWT) |
43,130 |
-630 |
$2,100 | EWT | 43,130 | -630 | $2,100 | BANK OF AMERICA CORP |
51,900 |
-500 |
$1,968 | BAC | 51,900 | -500 | $1,968 | ISHARES (ILF) |
68,805 |
-2,260 |
$1,957 | ILF | 68,805 | -2,260 | $1,957 | MATTEL INC |
96,300 |
-2,000 |
$1,908 | MAT | 96,300 | -2,000 | $1,908 | ISHARES INC (EWW) |
26,670 |
-360 |
$1,848 | EWW | 26,670 | -360 | $1,848 | AMAZON COM INC |
9,680 |
UNCH |
$1,746 | AMZN | 9,680 | UNCH | $1,746 | WALT DISNEY CO |
14,250 |
UNCH |
$1,744 | DIS | 14,250 | UNCH | $1,744 | WISDOMTREE TR |
12,520 |
+12,520 |
$1,358 | DXJ | 12,520 | +12,520 | $1,358 | SPDR SER TR (TFI) |
19,160 |
+19,160 |
$891 | TFI | 19,160 | +19,160 | $891 | VANGUARD BD INDEX FD (BSV) |
11,410 |
+907 |
$875 | BSV | 11,410 | +907 | $875 | PROSHARES TR ETF (PST) |
34,800 |
-1,315 |
$807 | PST | 34,800 | -1,315 | $807 | COMCAST CORP |
18,500 |
UNCH |
$802 | CMCSA | 18,500 | UNCH | $802 | ALIBABA GROUP HLDG |
10,525 |
-600 |
$762 | BABA | 10,525 | -600 | $762 | ISHARES TR (PFF) |
20,340 |
UNCH |
$656 | PFF | 20,340 | UNCH | $656 | WELLS FARGO & CO |
11,300 |
UNCH |
$655 | WFC | 11,300 | UNCH | $655 | LYONDELLBASELL INDUS |
5,300 |
UNCH |
$542 | LYB | 5,300 | UNCH | $542 | VANGUARD INTL EQ IND (VGK) |
5,260 |
UNCH |
$354 | VGK | 5,260 | UNCH | $354 | VANGUARD BD INDEX FD (BND) |
4,725 |
+401 |
$343 | BND | 4,725 | +401 | $343 | ISHARES TR (MUB) |
2,750 |
-2,010 |
$296 | MUB | 2,750 | -2,010 | $296 | ISHARES INC (EEMV) |
5,110 |
UNCH |
$289 | EEMV | 5,110 | UNCH | $289 |
See Full List: All Stocks Held By Cumberland Advisors Inc.
— Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By Cumberland Advisors Inc.
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