Cumberland Advisors Inc Top Holdings and 13F Report (2025) About Cumberland Advisors IncInvestment ActivityCumberland Advisors Inc has $237.71 million in total holdings as of June 30, 2025.Cumberland Advisors Inc owns shares of 49 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 2.77% of the portfolio was purchased this quarter.About 5.16% of the portfolio was sold this quarter.This quarter, Cumberland Advisors Inc has purchased 49 new stocks and bought additional shares in 9 stocks.Cumberland Advisors Inc sold shares of 28 stocks and completely divested from 2 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $54,567,276SPDR S&P MidCap 400 ETF Trust $25,322,789SPDR S&P Aerospace & Defense ETF $17,021,592Berkshire Hathaway $13,395,594iShares MSCI ACWI ex U.S. ETF $10,327,197 Largest New Holdings this Quarter 78464A789 - SPDR S&P Insurance ETF $3,902,814 Holding88160R101 - Tesla $209,656 Holding Largest Purchases this Quarter SPDR S&P Insurance ETF 65,330 shares (about $3.90M)iShares MSCI ACWI ex U.S. ETF 20,300 shares (about $1.24M)SPDR S&P 500 ETF Trust 1,570 shares (about $970.02K)Tesla 660 shares (about $209.66K)Berkshire Hathaway 175 shares (about $85.01K) Largest Sales this Quarter SPDR S&P Aerospace & Defense ETF 30,455 shares (about $6.42M)SPDR S&P MidCap 400 ETF Trust 3,735 shares (about $2.12M)iShares Biotechnology ETF 7,525 shares (about $951.99K)iShares U.S. Medical Devices ETF 12,895 shares (about $807.74K)iShares Core S&P Small-Cap ETF 6,235 shares (about $681.42K) 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$54,567,276$970,024 ▲1.8%88,31823.0%FinanceMDYSPDR S&P MidCap 400 ETF Trust$25,322,789$2,115,803 ▼-7.7%44,70210.7%ETFXARSPDR S&P Aerospace & Defense ETF$17,021,592$6,424,178 ▼-27.4%80,6947.2%ETFBRK.BBerkshire Hathaway$13,395,594$85,010 ▲0.6%27,5765.6%FinanceACWXiShares MSCI ACWI ex U.S. ETF$10,327,197$1,237,082 ▲13.6%169,4654.3%ManufacturingMSFTMicrosoft$9,910,894$29,845 ▼-0.3%19,9254.2%Computer and TechnologyIBBiShares Biotechnology ETF$8,339,286$951,988 ▼-10.2%65,9183.5%FinanceIHIiShares U.S. Medical Devices ETF$8,203,648$807,743 ▼-9.0%130,9653.5%ETFVUGVanguard Growth ETF$6,864,467$6,576 ▼-0.1%15,6582.9%ETFIJRiShares Core S&P Small-Cap ETF$6,707,127$681,423 ▼-9.2%61,3702.8%ETFURIUnited Rentals$6,140,210$131,845 ▼-2.1%8,1502.6%ConstructionMETAMeta Platforms$5,683,293$194,856 ▼-3.3%7,7002.4%Computer and TechnologyXLIIndustrial Select Sector SPDR Fund$5,636,149$46,469 ▲0.8%38,2062.4%ETFMELIMercadoLibre$5,044,3060.0%1,9302.1%Retail/WholesaleFCXFreeport-McMoRan$3,960,0230.0%91,3501.7%Basic MaterialsAAPLApple$3,945,009$36,520 ▼-0.9%19,2281.7%Computer and TechnologyKIESPDR S&P Insurance ETF$3,902,814$3,902,814 ▲New Holding65,3301.6%ETFCATCaterpillar$3,707,406$1,165 ▼0.0%9,5501.6%IndustrialsGOOGAlphabet$3,574,409$5,499 ▼-0.2%20,1501.5%Computer and TechnologyCMICummins$2,701,875$98,250 ▼-3.5%8,2501.1%Auto/Tires/TrucksEWCiShares MSCI Canada ETF$2,478,630$3,696 ▲0.1%53,6501.0%ETFBACBank of America$2,422,784$1,845 ▼-0.1%51,2001.0%FinanceFDXFedEx$2,312,8790.0%10,1751.0%TransportationEWJiShares MSCI Japan ETF$2,307,577$11,246 ▼-0.5%30,7801.0%ETFEWTiShares MSCI Taiwan ETF$2,287,677$8,897 ▲0.4%39,8551.0%ETFAMZNAmazon.com$2,123,695$8,337 ▼-0.4%9,6800.9%Retail/WholesaleINDAiShares MSCI India ETF$2,103,312$5,290 ▲0.3%37,7750.9%ETFDISWalt Disney$1,965,559$50,596 ▼-2.5%15,8500.8%Consumer DiscretionaryOXYOccidental Petroleum$1,701,405$84 ▼0.0%40,5000.7%EnergyPFEPfizer$1,667,712$558 ▼0.0%68,8000.7%MedicalMATMattel$1,577,600$35,496 ▼-2.2%80,0000.7%Consumer DiscretionaryBNDVanguard Total Bond Market ETF$1,478,859$79,520 ▲5.7%20,0850.6%ETFMMacy's$1,346,8470.0%115,5100.6%Retail/WholesaleBABAAlibaba Group$1,046,2070.0%9,2250.4%Retail/WholesaleTFISPDR Nuveen ICE Municipal Bond ETF$965,989$106,315 ▼-9.9%21,6250.4%FinanceWFCWells Fargo & Company$865,296$1,683 ▼-0.2%10,8000.4%FinanceBSVVanguard Short-Term Bond ETF$759,455$30,693 ▲4.2%9,6500.3%ETFPSTProShares UltraShort Lehman 7-10 Year Treasury$744,8230.0%33,0000.3%ETFMUBiShares National Muni Bond ETF$301,947$39,180 ▼-11.5%2,8900.1%ETFWMTWalmart$300,087$1,467 ▼-0.5%3,0690.1%Retail/WholesaleJPMJPMorgan Chase & Co.$289,910$106,397 ▼-26.8%1,0000.1%FinanceGOOGLAlphabet$278,443$1,234 ▼-0.4%1,5800.1%Computer and TechnologyEEMViShares MSCI Emerging Markets Min Vol Factor ETF$268,1560.0%4,2700.1%ETFKOCocaCola$259,016$778 ▼-0.3%3,6610.1%Consumer StaplesVVisa$227,232$3,551 ▼-1.5%6400.1%Business ServicesVGKVanguard FTSE Europe ETF$223,2000.0%2,8800.1%ETFCMCSAComcast$217,7090.0%6,1000.1%Consumer DiscretionaryTSLATesla$209,656$209,656 ▲New Holding6600.1%Auto/Tires/TrucksOPKOPKO Health$25,7400.0%19,5000.0%MedicalCVXChevron$0$217,477 ▼-100.0%00.0%EnergyXOMExxon Mobil$0$204,441 ▼-100.0%00.0%EnergyShowing largest 100 holdings. 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