Cumberland Advisors Inc Top Holdings and 13F Report (2024) About Cumberland Advisors IncInvestment ActivityCumberland Advisors Inc has $251.67 million in total holdings as of September 30, 2024.Cumberland Advisors Inc owns shares of 48 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 1.57% of the portfolio was purchased this quarter.About 4.65% of the portfolio was sold this quarter.This quarter, Cumberland Advisors Inc has purchased 53 new stocks and bought additional shares in 21 stocks.Cumberland Advisors Inc sold shares of 16 stocks and completely divested from 5 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $50,150,640SPDR S&P MidCap 400 ETF Trust $26,983,085SPDR S&P Aerospace & Defense ETF $23,736,942iShares Core S&P Small-Cap ETF $16,351,593Berkshire Hathaway $12,148,563 Largest Purchases this Quarter Vanguard Growth ETF 3,460 shares (about $1.33M)United Rentals 525 shares (about $425.11K)Apple 1,300 shares (about $302.90K)Freeport-McMoRan 3,790 shares (about $189.20K)Alphabet 1,000 shares (about $167.19K) Largest Sales this Quarter SPDR S&P Aerospace & Defense ETF 6,425 shares (about $1.01M)iShares Core S&P Small-Cap ETF 5,550 shares (about $649.13K)iShares Biotechnology ETF 3,270 shares (about $476.11K)SPDR S&P 500 ETF Trust 585 shares (about $335.65K)Energy Select Sector SPDR Fund 3,120 shares (about $273.94K) 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$50,150,640$335,650 ▼-0.7%87,40719.9%FinanceMDYSPDR S&P MidCap 400 ETF Trust$26,983,085$150,960 ▲0.6%47,36710.7%ETFXARSPDR S&P Aerospace & Defense ETF$23,736,942$1,010,910 ▼-4.1%150,8649.4%ETFIJRiShares Core S&P Small-Cap ETF$16,351,593$649,128 ▼-3.8%139,8056.5%ETFBRK.BBerkshire Hathaway$12,148,563$27,616 ▲0.2%26,3954.8%FinanceIBBiShares Biotechnology ETF$11,204,357$476,112 ▼-4.1%76,9534.5%FinanceXLEEnergy Select Sector SPDR Fund$11,005,075$273,937 ▼-2.4%125,3424.4%ETFACWXiShares MSCI ACWI ex U.S. ETF$8,837,915$234,602 ▼-2.6%154,4553.5%ManufacturingMSFTMicrosoft$8,238,094$58,091 ▼-0.7%19,1453.3%Computer and TechnologyURIUnited Rentals$6,797,683$425,108 ▲6.7%8,3952.7%ConstructionIHIiShares U.S. Medical Devices ETF$5,933,844$209,047 ▼-3.4%100,2002.4%ETFVUGVanguard Growth ETF$5,732,075$1,328,398 ▲30.2%14,9302.3%ETFXLIIndustrial Select Sector SPDR Fund$4,930,016$29,120 ▲0.6%36,4002.0%ETFMETAMeta Platforms$4,837,118$143,110 ▲3.0%8,4501.9%Computer and TechnologyFCXFreeport-McMoRan$4,585,152$189,197 ▲4.3%91,8501.8%Basic MaterialsAAPLApple$4,540,471$302,900 ▲7.1%19,4871.8%Computer and TechnologyMELIMercadoLibre$3,960,283$143,637 ▲3.8%1,9301.6%Retail/WholesaleCATCaterpillar$3,852,5320.0%9,8501.5%Industrial ProductsGOOGAlphabet$3,368,878$167,190 ▲5.2%20,1501.3%Computer and TechnologyFDXFedEx$2,784,694$136,840 ▲5.2%10,1751.1%TransportationCMICummins$2,768,404$161,895 ▲6.2%8,5501.1%Auto/Tires/TrucksEWCiShares MSCI Canada ETF$2,380,964$55,222 ▼-2.3%57,3450.9%ETFEWJiShares MSCI Japan ETF$2,331,274$60,094 ▼-2.5%32,5870.9%ETFINDAiShares MSCI India ETF$2,312,813$54,433 ▼-2.3%39,5150.9%ETFEWTiShares MSCI Taiwan ETF$2,233,450$51,715 ▼-2.3%41,4600.9%ETFOXYOccidental Petroleum$2,035,8300.0%39,5000.8%Oils/EnergyBACBank of America$2,031,616$158,720 ▲8.5%51,2000.8%FinanceMATMattel$1,844,040$76,200 ▲4.3%96,8000.7%Consumer DiscretionaryMMacy's$1,843,7320.0%117,5100.7%Retail/WholesaleAMZNAmazon.com$1,803,674$111,798 ▲6.6%9,6800.7%Retail/WholesaleDISWalt Disney$1,563,088$96,190 ▲6.6%16,2500.6%Consumer DiscretionaryBABAAlibaba Group$1,238,9510.0%11,6750.5%Retail/WholesaleTFISPDR Nuveen Barclays Municipal Bond ETF$957,439$3,981 ▲0.4%20,4450.4%FinanceBNDVanguard Total Bond Market ETF$947,888$141,958 ▲17.6%12,6200.4%ETFPSTProShares UltraShort Lehman 7-10 Year Treasury$755,1600.0%34,8000.3%ETFBSVVanguard Short-Term Bond ETF$738,899$88,526 ▲13.6%9,3900.3%ETFCMCSAComcast$730,9750.0%17,5000.3%Consumer DiscretionaryWFCWells Fargo & Company$638,3370.0%11,3000.3%FinanceLYBLyondellBasell Industries$345,240$76,720 ▲28.6%3,6000.1%Basic MaterialsMUBiShares National Muni Bond ETF$316,113$1,086 ▲0.3%2,9100.1%ETFVGKVanguard FTSE Europe ETF$314,262$34,839 ▼-10.0%4,4200.1%ETFJPMJPMorgan Chase & Co.$284,661$33,738 ▼-10.6%1,3500.1%FinanceEEMViShares MSCI Emerging Markets Min Vol Factor ETF$268,983$32,604 ▼-10.8%4,2900.1%ETFKOCoca-Cola$263,0790.0%3,6610.1%Consumer StaplesGOOGLAlphabet$262,0430.0%1,5800.1%Computer and TechnologyWMTWalmart$242,2500.0%3,0000.1%Retail/WholesaleSCZiShares MSCI EAFE Small-Cap ETF$207,162$27,757 ▼-11.8%3,0600.1%ETFOPKOPKO Health$29,0550.0%19,5000.0%MedicalXMESPDR S&P Metals & Mining ETF$0$4,184,901 ▼-100.0%00.0%ETFILFiShares Latin America 40 ETF$0$1,684,299 ▼-100.0%00.0%ETFDXJWisdomTree Japan Hedged Equity Fund$0$1,391,635 ▼-100.0%00.0%FinancePFFiShares Preferred and Income Securities ETF$0$641,727 ▼-100.0%00.0%ETFCVXChevron$0$201,782 ▼-100.0%00.0%Oils/EnergyShowing 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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