Cumberland Advisors Inc Top Holdings and 13F Report (2025) About Cumberland Advisors IncInvestment ActivityCumberland Advisors Inc has $220.58 million in total holdings as of March 31, 2025.Cumberland Advisors Inc owns shares of 49 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 2.50% of the portfolio was purchased this quarter.About 12.27% of the portfolio was sold this quarter.This quarter, Cumberland Advisors Inc has purchased 49 new stocks and bought additional shares in 17 stocks.Cumberland Advisors Inc sold shares of 18 stocks and completely divested from 3 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $48,525,964SPDR S&P MidCap 400 ETF Trust $25,840,171SPDR S&P Aerospace & Defense ETF $17,860,533Berkshire Hathaway $14,593,225iShares Biotechnology ETF $9,393,360 Largest New Holdings this Quarter 717081103 - Pfizer $1,743,975 Holding166764100 - Chevron $217,477 Holding30231G102 - Exxon Mobil $204,441 Holding Largest Purchases this Quarter iShares U.S. Medical Devices ETF 44,410 shares (about $2.67M)Pfizer 68,823 shares (about $1.74M)Vanguard Total Bond Market ETF 5,930 shares (about $435.56K)Chevron 1,300 shares (about $217.48K)Exxon Mobil 1,719 shares (about $204.44K) Largest Sales this Quarter iShares Core S&P Small-Cap ETF 69,435 shares (about $7.26M)SPDR S&P Aerospace & Defense ETF 33,230 shares (about $5.34M)SPDR S&P 500 ETF Trust 2,469 shares (about $1.38M)SPDR S&P MidCap 400 ETF Trust 1,045 shares (about $557.49K)Comcast 11,400 shares (about $420.66K) 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$48,525,964$1,381,134 ▼-2.8%86,74822.0%FinanceMDYSPDR S&P MidCap 400 ETF Trust$25,840,171$557,487 ▼-2.1%48,43711.7%ETFXARSPDR S&P Aerospace & Defense ETF$17,860,533$5,339,729 ▼-23.0%111,1498.1%ETFBRK.BBerkshire Hathaway$14,593,225$34,085 ▼-0.2%27,4016.6%FinanceIBBiShares Biotechnology ETF$9,393,360$80,577 ▼-0.9%73,4434.3%FinanceIHIiShares U.S. Medical Devices ETF$8,658,933$2,673,038 ▲44.7%143,8603.9%ETFACWXiShares MSCI ACWI ex U.S. ETF$8,271,199$68,203 ▲0.8%149,1653.7%ManufacturingMSFTMicrosoft$7,502,1690.0%19,9853.4%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$7,069,455$7,260,818 ▼-50.7%67,6053.2%ETFVUGVanguard Growth ETF$5,811,862$17,799 ▲0.3%15,6732.6%ETFURIUnited Rentals$5,217,278$31,335 ▼-0.6%8,3252.4%ConstructionXLIIndustrial Select Sector SPDR Fund$4,966,373$3,801 ▼-0.1%37,8912.3%ETFMETAMeta Platforms$4,590,131$280,111 ▼-5.8%7,9642.1%Computer and TechnologyAAPLApple$4,310,655$17,993 ▼-0.4%19,4062.0%Computer and TechnologyMELIMercadoLibre$3,765,1790.0%1,9301.7%Retail/WholesaleFCXFreeport-McMoRan$3,458,5110.0%91,3501.6%Basic MaterialsGOOGAlphabet$3,152,878$4,843 ▲0.2%20,1811.4%Computer and TechnologyCATCaterpillar$3,150,579$97,951 ▼-3.0%9,5531.4%IndustrialsCMICummins$2,679,9120.0%8,5501.2%Auto/Tires/TrucksFDXFedEx$2,480,4620.0%10,1751.1%TransportationEWCiShares MSCI Canada ETF$2,182,978$38,305 ▼-1.7%53,5701.0%ETFBACBank of America$2,138,203$1,627 ▲0.1%51,2391.0%FinanceEWJiShares MSCI Japan ETF$2,120,5610.0%30,9301.0%ETFOXYOccidental Petroleum$1,999,179$98,819 ▲5.2%40,5020.9%EnergyINDAiShares MSCI India ETF$1,939,7660.0%37,6800.9%ETFEWTiShares MSCI Taiwan ETF$1,884,9560.0%39,7000.9%ETFAMZNAmazon.com$1,848,947$7,230 ▲0.4%9,7180.8%Retail/WholesalePFEPfizer$1,743,975$1,743,975 ▲New Holding68,8230.8%MedicalDISWalt Disney$1,604,665$790 ▲0.0%16,2580.7%Consumer DiscretionaryMATMattel$1,589,3740.0%81,8000.7%Consumer DiscretionaryMMacy's$1,450,806$25,120 ▼-1.7%115,5100.7%Retail/WholesaleBNDVanguard Total Bond Market ETF$1,395,917$435,558 ▲45.4%19,0050.6%ETFBABAAlibaba Group$1,219,822$185,122 ▼-13.2%9,2250.6%Retail/WholesaleTFISPDR Nuveen Barclays Municipal Bond ETF$1,081,905$23,887 ▲2.3%24,0050.5%FinanceWFCWells Fargo & Company$776,840$1,508 ▲0.2%10,8210.4%FinancePSTProShares UltraShort Lehman 7-10 Year Treasury$756,3600.0%33,0000.3%ETFBSVVanguard Short-Term Bond ETF$724,873$13,699 ▼-1.9%9,2600.3%ETFMUBiShares National Muni Bond ETF$344,262$6,326 ▲1.9%3,2650.2%ETFJPMJPMorgan Chase & Co.$335,325$4,170 ▲1.3%1,3670.2%FinanceWMTWalmart$270,744$7,374 ▲2.8%3,0840.1%Retail/WholesaleKOCoca-Cola$262,989$788 ▲0.3%3,6720.1%Consumer StaplesEEMViShares MSCI Emerging Markets Min Vol Factor ETF$249,112$1,167 ▼-0.5%4,2700.1%ETFGOOGLAlphabet$245,414$1,082 ▲0.4%1,5870.1%Computer and TechnologyVVisa$227,799$3,505 ▲1.6%6500.1%Business ServicesCMCSAComcast$225,090$420,660 ▼-65.1%6,1000.1%Consumer DiscretionaryCVXChevron$217,477$217,477 ▲New Holding1,3000.1%EnergyXOMExxon Mobil$204,441$204,441 ▲New Holding1,7190.1%EnergyVGKVanguard FTSE Europe ETF$202,205$108,124 ▼-34.8%2,8800.1%ETFOPKOPKO Health$32,3700.0%19,5000.0%MedicalXLEEnergy Select Sector SPDR Fund$0$10,651,182 ▼-100.0%00.0%ETFLYBLyondellBasell Industries$0$267,372 ▼-100.0%00.0%Basic MaterialsTSLATesla$0$266,534 ▼-100.0%00.0%Auto/Tires/TrucksShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
