Holdings Channel
Home Articles Latest Filings All Funds Stocks Being Bought Stocks Being Sold Insider Buying



Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
KRE +158,140+$7,951
IHI +106,770+$6,256
VUG +8,330+$2,867
DXJ +12,520+$1,358
TFI +19,160+$891
CVX +1,290+$203
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
IWC -40,136-$4,657
TBT -8,835-$267
ET -13,209-$182
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
XLE +92,505+$9,159
IJR +59,616+$7,005
ACWX +12,645+$1,024
EWJ +1,390+$335
BRK +1,355+$2,216
XLI +1,190+$575
MDY +943+$2,678
BSV +907+$66
SPY +722+$4,294
JPM +440+$579
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
XME -166,460-$9,940
XAR -15,830-$1,302
IBB -4,145-$450
ILF -2,260-$108
MUB -2,010-$220
MAT -2,000+$52
PST -1,315+$7
META -1,200+$721
INDA -750+$77
Cumberland Advisors Inc. Info
Size ($ 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

All Stocks Held By Cumberland Advisors Inc.
As of  03/31/2024, we find all stocks held by Cumberland Advisors Inc. to be as follows, presented in the table below with each row detailing each Cumberland Advisors Inc. position, ordered by largest to smallest position size. The all-stocks-held-by-Cumberland Advisors Inc. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Cumberland Advisors Inc. as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024		 Position Size
($ in 1000's)
SPDR S&P 500 ETF TR (SPY) 82,722 +722 $43,269
     SPY82,722+722$43,269
ISHARES TR (IJR) 243,235 +59,616 $26,882
     IJR243,235+59,616$26,882
SPDR S&P MIDCAP 400 (MDY) 44,867 +943 $24,964
     MDY44,867+943$24,964
SPDR SERIES TRUST (XAR) 165,419 -15,830 $23,243
     XAR165,419-15,830$23,243
SELECT SECTOR SPDR (XLE) 132,682 +92,505 $12,527
     XLE132,682+92,505$12,527
BERKSHIRE HATHAWAY      $11,411
     BRK.B27,135+1,355$11,411
ISHARES TR (IBB) 82,838 -4,145 $11,367
     IBB82,838-4,145$11,367
ISHARES (ACWX) 161,405 +12,645 $8,617
     ACWX161,405+12,645$8,617
MICROSOFT CORP 19,740 +285 $8,305
     MSFT19,740+285$8,305
SPDR SERIES TRUST (KRE) 158,140 +158,140 $7,951
     KRE158,140+158,140$7,951
ISHARES (IHI) 106,770 +106,770 $6,256
     IHI106,770+106,770$6,256
UNITED RENTALS INC 8,620 -450 $6,216
     URI8,620-450$6,216
SELECT SECTOR SPDR (XLI) 36,720 +1,190 $4,625
     XLI36,720+1,190$4,625
FREEPORT MCMORAN INC 92,060 UNCH $4,329
     FCX92,060UNCH$4,329
META PLATFORMS INC 8,700 -1,200 $4,225
     META8,700-1,200$4,225
CATERPILLAR INC 9,850 UNCH $3,609
     CAT9,850UNCH$3,609
JPMORGAN CHASE & CO 16,690 +440 $3,343
     JPM16,690+440$3,343
APPLE INC 19,487 UNCH $3,342
     AAPL19,487UNCH$3,342
ALPHABET INC 20,150 +150 $3,068
     GOOG20,150+150$3,068
FEDEX CORP 10,175 UNCH $2,948
     FDX10,175UNCH$2,948
MERCADOLIBRE INC 1,930 UNCH $2,918
     MELI1,930UNCH$2,918
VANGUARD INDEX TR (VUG) 8,330 +8,330 $2,867
     VUG8,330+8,330$2,867
SPDR S&P MTLS&MNG (XME) 44,831 -166,460 $2,702
     XME44,831-166,460$2,702
OCCIDENTAL PETE CORP 41,500 UNCH $2,697
     OXY41,500UNCH$2,697
CUMMINS INC 8,550 UNCH $2,519
     CMI8,550UNCH$2,519
ADOBE INC 4,910 +115 $2,478
     ADBE4,910+115$2,478
ISHARES INC (EWJ) 34,162 +1,390 $2,437
     EWJ34,162+1,390$2,437
MACYS INC 116,510 UNCH $2,329
     M116,510UNCH$2,329
ISHARES INC (EWC) 59,835 -700 $2,290
     EWC59,835-700$2,290
ISHARES MSCI (INDA) 40,935 -750 $2,112
     INDA40,935-750$2,112
ISHARES INC (EWT) 43,130 -630 $2,100
     EWT43,130-630$2,100
BANK OF AMERICA CORP 51,900 -500 $1,968
     BAC51,900-500$1,968
ISHARES (ILF) 68,805 -2,260 $1,957
     ILF68,805-2,260$1,957
MATTEL INC 96,300 -2,000 $1,908
     MAT96,300-2,000$1,908
ISHARES INC (EWW) 26,670 -360 $1,848
     EWW26,670-360$1,848
AMAZON COM INC 9,680 UNCH $1,746
     AMZN9,680UNCH$1,746
WALT DISNEY CO 14,250 UNCH $1,744
     DIS14,250UNCH$1,744
WISDOMTREE TR 12,520 +12,520 $1,358
     DXJ12,520+12,520$1,358
SPDR SER TR (TFI) 19,160 +19,160 $891
     TFI19,160+19,160$891
VANGUARD BD INDEX FD (BSV) 11,410 +907 $875
     BSV11,410+907$875
PROSHARES TR ETF (PST) 34,800 -1,315 $807
     PST34,800-1,315$807
COMCAST CORP 18,500 UNCH $802
     CMCSA18,500UNCH$802
ALIBABA GROUP HLDG 10,525 -600 $762
     BABA10,525-600$762
ISHARES TR (PFF) 20,340 UNCH $656
     PFF20,340UNCH$656
WELLS FARGO & CO 11,300 UNCH $655
     WFC11,300UNCH$655
LYONDELLBASELL INDUS 5,300 UNCH $542
     LYB5,300UNCH$542
VANGUARD INTL EQ IND (VGK) 5,260 UNCH $354
     VGK5,260UNCH$354
VANGUARD BD INDEX FD (BND) 4,725 +401 $343
     BND4,725+401$343
ISHARES TR (MUB) 2,750 -2,010 $296
     MUB2,750-2,010$296
ISHARES INC (EEMV) 5,110 UNCH $289
     EEMV5,110UNCH$289
ALPHABET INC 1,580 UNCH $238
     GOOGL1,580UNCH$238
ISHARES (SCZ) 3,740 UNCH $237
     SCZ3,740UNCH$237
COCA COLA CO 3,661 -300 $224
     KO3,661-300$224
VANGUARD INTL EQ IND (VPL) 2,860 UNCH $217
     VPL2,860UNCH$217
CHEVRON CORP 1,290 +1,290 $203
     CVX1,290+1,290$203
OPKO HEALTH INC 19,500 +0 $23
     OPK19,500UNCH$23
ENERGY TRANSFER L P $0 (exited)
     ET0-13,209$0
ISHARES $0 (exited)
     IWC0-40,136$0
PROSHARES TR 0 -8,835 $0 (exited)
     TBT0-8,835$0

See Summary: Cumberland Advisors Inc. Top Holdings
See Details: Top 10 Stocks Held By Cumberland Advisors Inc.

All Stocks Held By Cumberland Advisors Inc. | www.HoldingsChannel.com | Copyright © 2013 - 2024, All Rights Reserved

Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and market videos powered by Market News Video. Quote and option data delayed at least 15 minutes; stock quote data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.