Cumberland Advisors Inc Top Holdings and 13F Report (2025) About Cumberland Advisors IncInvestment ActivityCumberland Advisors Inc has $250.63 million in total holdings as of December 31, 2024.Cumberland Advisors Inc owns shares of 49 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 1.70% of the portfolio was purchased this quarter.About 1.35% of the portfolio was sold this quarter.This quarter, Cumberland Advisors Inc has purchased 48 new stocks and bought additional shares in 10 stocks.Cumberland Advisors Inc sold shares of 17 stocks and completely divested from 1 stock this quarter.Largest Holdings SPDR S&P 500 ETF Trust $52,288,299SPDR S&P MidCap 400 ETF Trust $28,183,958SPDR S&P Aerospace & Defense ETF $23,940,926iShares Core S&P Small-Cap ETF $15,789,749Berkshire Hathaway $12,449,335 Largest New Holdings this Quarter Tesla $266,534 HoldingVisa $202,266 Holding Largest Purchases this Quarter SPDR S&P MidCap 400 ETF Trust 2,115 shares (about $1.20M)SPDR S&P 500 ETF Trust 1,810 shares (about $1.06M)Berkshire Hathaway 1,070 shares (about $485.01K)Microsoft 840 shares (about $354.06K)Vanguard Growth ETF 695 shares (about $285.26K) Largest Sales this Quarter SPDR S&P Aerospace & Defense ETF 6,485 shares (about $1.08M)iShares Biotechnology ETF 2,880 shares (about $380.76K)iShares MSCI ACWI ex U.S. ETF 6,520 shares (about $340.08K)iShares Core S&P Small-Cap ETF 2,765 shares (about $318.58K)Mattel 15,000 shares (about $265.95K) 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$52,288,299$1,060,805 ▲2.1%89,21720.9%FinanceMDYSPDR S&P MidCap 400 ETF Trust$28,183,958$1,204,662 ▲4.5%49,48211.2%ETFXARSPDR S&P Aerospace & Defense ETF$23,940,926$1,075,343 ▼-4.3%144,3799.6%ETFIJRiShares Core S&P Small-Cap ETF$15,789,749$318,583 ▼-2.0%137,0406.3%ETFBRK.BBerkshire Hathaway$12,449,335$485,010 ▲4.1%27,4655.0%FinanceXLEEnergy Select Sector SPDR Fund$10,651,182$85,660 ▼-0.8%124,3424.2%ETFIBBiShares Biotechnology ETF$9,793,191$380,765 ▼-3.7%74,0733.9%FinanceMSFTMicrosoft$8,423,678$354,060 ▲4.4%19,9853.4%Computer and TechnologyACWXiShares MSCI ACWI ex U.S. ETF$7,716,290$340,083 ▼-4.2%147,9353.1%ManufacturingVUGVanguard Growth ETF$6,413,125$285,256 ▲4.7%15,6252.6%ETFURIUnited Rentals$5,899,685$14,089 ▼-0.2%8,3752.4%ConstructionIHIiShares U.S. Medical Devices ETF$5,802,908$43,763 ▼-0.7%99,4502.3%ETFXLIIndustrial Select Sector SPDR Fund$4,996,339$200,275 ▲4.2%37,9202.0%ETFMETAMeta Platforms$4,947,5600.0%8,4502.0%Computer and TechnologyAAPLApple$4,879,9350.0%19,4871.9%Computer and TechnologyGOOGAlphabet$3,837,3660.0%20,1501.5%Computer and TechnologyCATCaterpillar$3,573,1860.0%9,8501.4%Industrial ProductsFCXFreeport-McMoRan$3,478,608$19,040 ▼-0.5%91,3501.4%Basic MaterialsMELIMercadoLibre$3,281,8490.0%1,9301.3%Retail/WholesaleCMICummins$2,980,5300.0%8,5501.2%Auto/Tires/TrucksFDXFedEx$2,862,5330.0%10,1751.1%TransportationBACBank of America$2,250,2400.0%51,2000.9%FinanceEWCiShares MSCI Canada ETF$2,196,753$114,251 ▼-4.9%54,5100.9%ETFAMZNAmazon.com$2,123,6950.0%9,6800.8%Retail/WholesaleEWJiShares MSCI Japan ETF$2,075,403$111,185 ▼-5.1%30,9300.8%ETFEWTiShares MSCI Taiwan ETF$2,054,872$91,098 ▼-4.2%39,7000.8%ETFMMacy's$1,989,4440.0%117,5100.8%Retail/WholesaleINDAiShares MSCI India ETF$1,983,475$96,594 ▼-4.6%37,6800.8%ETFOXYOccidental Petroleum$1,902,285$49,410 ▼-2.5%38,5000.8%Oils/EnergyDISWalt Disney$1,809,4380.0%16,2500.7%Consumer DiscretionaryMATMattel$1,450,314$265,950 ▼-15.5%81,8000.6%Consumer DiscretionaryTFISPDR Nuveen Barclays Municipal Bond ETF$1,070,930$138,229 ▲14.8%23,4750.4%FinanceBNDVanguard Total Bond Market ETF$940,223$32,719 ▲3.6%13,0750.4%ETFBABAAlibaba Group$900,894$89,030 ▼-9.0%10,6250.4%Retail/WholesalePSTProShares UltraShort Lehman 7-10 Year Treasury$790,937$43,142 ▼-5.2%33,0000.3%ETFWFCWells Fargo & Company$758,592$35,120 ▼-4.4%10,8000.3%FinanceBSVVanguard Short-Term Bond ETF$729,042$3,477 ▲0.5%9,4350.3%ETFCMCSAComcast$656,7750.0%17,5000.3%Consumer DiscretionaryMUBiShares National Muni Bond ETF$341,493$31,432 ▲10.1%3,2050.1%ETFJPMJPMorgan Chase & Co.$323,6080.0%1,3500.1%FinanceGOOGLAlphabet$299,0940.0%1,5800.1%Computer and TechnologyVGKVanguard FTSE Europe ETF$280,5370.0%4,4200.1%ETFWMTWalmart$271,0500.0%3,0000.1%Retail/WholesaleLYBLyondellBasell Industries$267,3720.0%3,6000.1%Basic MaterialsTSLATesla$266,534$266,534 ▲New Holding6600.1%Auto/Tires/TrucksEEMViShares MSCI Emerging Markets Min Vol Factor ETF$248,7770.0%4,2900.1%ETFKOCoca-Cola$227,9340.0%3,6610.1%Consumer StaplesVVisa$202,266$202,266 ▲New Holding6400.1%Business ServicesOPKOPKO Health$28,6650.0%19,5000.0%MedicalSCZiShares MSCI EAFE Small-Cap ETF$0$207,162 ▼-100.0%00.0%ETFShowing 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. 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