Cumberland Advisors Inc Top Holdings and 13F Report (2024) → 41 banks launch ‘crypto dollar’ (From Stansberry Research) (Ad) About Cumberland Advisors IncInvestment ActivityCumberland Advisors Inc has $268.89 million in total holdings as of March 31, 2024.Cumberland Advisors Inc owns shares of 56 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 14.00% of the portfolio was purchased this quarter.About 7.21% of the portfolio was sold this quarter.This quarter, Cumberland Advisors Inc has purchased 53 new stocks and bought additional shares in 14 stocks.Cumberland Advisors Inc sold shares of 16 stocks and completely divested from 3 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $43,269,397iShares Core S&P Small-Cap ETF $26,882,332SPDR S&P MidCap 400 ETF Trust $24,963,999SPDR S&P Aerospace & Defense ETF $23,243,024Energy Select Sector SPDR Fund $12,526,559 Largest New Holdings this Quarter SPDR S&P Regional Banking ETF $7,951,279 HoldingiShares U.S. Medical Devices ETF $6,255,654 HoldingVanguard Growth ETF $2,867,186 HoldingWisdomTree Japan Hedged Equity Fund $1,358,420 HoldingSPDR Nuveen Barclays Municipal Bond ETF $890,557 Holding Largest Purchases this Quarter Energy Select Sector SPDR Fund 92,505 shares (about $8.73M)SPDR S&P Regional Banking ETF 158,140 shares (about $7.95M)iShares Core S&P Small-Cap ETF 59,616 shares (about $6.59M)iShares U.S. Medical Devices ETF 106,770 shares (about $6.26M)Vanguard Growth ETF 8,330 shares (about $2.87M) Largest Sales this Quarter SPDR S&P Metals & Mining ETF 166,460 shares (about $10.03M)SPDR S&P Aerospace & Defense ETF 15,830 shares (about $2.22M)Meta Platforms 1,200 shares (about $582.70K)iShares Biotechnology ETF 4,145 shares (about $568.78K)United Rentals 450 shares (about $324.50K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCumberland Advisors Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$43,269,397$377,657 ▲0.9%82,72216.1%FinanceIJRiShares Core S&P Small-Cap ETF$26,882,332$6,588,760 ▲32.5%243,23510.0%ETFMDYSPDR S&P MidCap 400 ETF Trust$24,963,999$524,685 ▲2.1%44,8679.3%ETFXARSPDR S&P Aerospace & Defense ETF$23,243,024$2,224,273 ▼-8.7%165,4198.6%ETFXLEEnergy Select Sector SPDR Fund$12,526,559$8,733,433 ▲230.2%132,6824.7%ETFBRK.BBerkshire Hathaway$11,410,810$569,805 ▲5.3%27,1354.2%FinanceIBBiShares Biotechnology ETF$11,367,030$568,777 ▼-4.8%82,8384.2%FinanceACWXiShares MSCI ACWI ex U.S. ETF$8,617,413$675,117 ▲8.5%161,4053.2%ManufacturingMSFTMicrosoft$8,305,013$119,905 ▲1.5%19,7403.1%Computer and TechnologyKRESPDR S&P Regional Banking ETF$7,951,279$7,951,279 ▲New Holding158,1403.0%ETFIHIiShares U.S. Medical Devices ETF$6,255,654$6,255,654 ▲New Holding106,7702.3%ETFURIUnited Rentals$6,215,968$324,499 ▼-5.0%8,6202.3%ConstructionXLIIndustrial Select Sector SPDR Fund$4,625,251$149,892 ▲3.3%36,7201.7%ETFFCXFreeport-McMoRan$4,328,6610.0%92,0601.6%Basic MaterialsMETAMeta Platforms$4,224,546$582,696 ▼-12.1%8,7001.6%Computer and TechnologyCATCaterpillar$3,609,3360.0%9,8501.3%Industrial ProductsJPMJPMorgan Chase & Co.$3,343,007$88,132 ▲2.7%16,6901.2%FinanceAAPLApple$3,341,6310.0%19,4871.2%Computer and TechnologyGOOGAlphabet$3,068,039$22,839 ▲0.8%20,1501.1%Computer and TechnologyFDXFedEx$2,948,1040.0%10,1751.1%TransportationMELIMercadoLibre$2,918,0830.0%1,9301.1%Retail/WholesaleVUGVanguard Growth ETF$2,867,186$2,867,186 ▲New Holding8,3301.1%ETFXMESPDR S&P Metals & Mining ETF$2,702,413$10,034,210 ▼-78.8%44,8311.0%ETFOXYOccidental Petroleum$2,697,0850.0%41,5001.0%Oils/EnergyCMICummins$2,519,2580.0%8,5500.9%Auto/Tires/TrucksADBEAdobe$2,477,586$58,029 ▲2.4%4,9100.9%Computer and TechnologyEWJiShares MSCI Japan ETF$2,437,459$99,177 ▲4.2%34,1620.9%ETFMMacy's$2,329,0350.0%116,5100.9%Retail/WholesaleEWCiShares MSCI Canada ETF$2,290,484$26,796 ▼-1.2%59,8350.9%ETFINDAiShares MSCI India ETF$2,111,837$38,693 ▼-1.8%40,9350.8%ETFEWTiShares MSCI Taiwan ETF$2,099,568$30,668 ▼-1.4%43,1300.8%ETFBACBank of America$1,968,048$18,960 ▼-1.0%51,9000.7%FinanceILFiShares Latin America 40 ETF$1,956,814$64,274 ▼-3.2%68,8050.7%ETFMATMattel$1,907,703$39,620 ▼-2.0%96,3000.7%Consumer DiscretionaryEWWiShares MSCI Mexico ETF$1,848,498$24,952 ▼-1.3%26,6700.7%ETFAMZNAmazon.com$1,746,0780.0%9,6800.6%Retail/WholesaleDISWalt Disney$1,743,6300.0%14,2500.6%Consumer DiscretionaryDXJWisdomTree Japan Hedged Equity Fund$1,358,420$1,358,420 ▲New Holding12,5200.5%FinanceTFISPDR Nuveen Barclays Municipal Bond ETF$890,557$890,557 ▲New Holding19,1600.3%FinanceBSVVanguard Short-Term Bond ETF$874,805$69,540 ▲8.6%11,4100.3%ETFPSTProShares UltraShort Lehman 7-10 Year Treasury$807,360$30,508 ▼-3.6%34,8000.3%ETFCMCSAComcast$801,9750.0%18,5000.3%Consumer DiscretionaryBABAAlibaba Group$761,589$43,416 ▼-5.4%10,5250.3%Retail/WholesalePFFiShares Preferred and Income Securities ETF$655,5580.0%20,3400.2%ETFWFCWells Fargo & Company$654,9480.0%11,3000.2%FinanceLYBLyondellBasell Industries$542,0840.0%5,3000.2%Basic MaterialsVGKVanguard FTSE Europe ETF$354,2080.0%5,2600.1%ETFBNDVanguard Total Bond Market ETF$343,177$29,125 ▲9.3%4,7250.1%ETFMUBiShares National Muni Bond ETF$295,900$216,276 ▼-42.2%2,7500.1%ETFEEMViShares MSCI Emerging Markets Min Vol Factor ETF$289,1750.0%5,1100.1%ETFGOOGLAlphabet$238,4690.0%1,5800.1%Computer and TechnologySCZiShares MSCI EAFE Small-Cap ETF$236,8540.0%3,7400.1%ETFKOCoca-Cola$223,980$18,354 ▼-7.6%3,6610.1%Consumer StaplesVPLVanguard FTSE Pacific ETF$217,4460.0%2,8600.1%ETFCVXChevron$203,485$203,485 ▲New Holding1,2900.1%Oils/EnergyOPKOPKO Health$23,4000.0%19,5000.0%MedicalIWCiShares Micro-Cap ETF$0$4,656,980 ▼-100.0%00.0%ETFTBTProShares UltraShort 20+ Year Treasury$0$266,817 ▼-100.0%00.0%ETFETEnergy Transfer$0$182,284 ▼-100.0%00.0%Oils/Energy More Institutional Buying and Selling Information SEC Filings and Trading Data: 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