CA

CUMBERLAND ADVISORS INC

13F
CUMBERLAND ADVISORS INC
Last update 2025-05-09 49 Stocks (3 new)
Value $221.00 Mil Turnover 2 %
Countries:
CUMBERLAND ADVISORS INC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPY
SPDR S&P 500 ETF Trust
86,748
48,526.0
-2.77%
22.000
-0.58%
0.010
+17.14%
+7.04%
641,384.0
 
MDY
S&P MidCap 400 ETF
48,437
25,840.2
-2.11%
11.710
-0.24%
0.120
+16.82%
+2.27%
23,352.4
 
XAR
SPDR S&P Aerospace & Defense ETF
111,149
17,860.5
-23.02%
8.100
-2.20%
0.700
+30.65%
+28.11%
3,588.7
 
BRK.B
Berkshire Hathaway Inc
27,401
14,593.2
-0.23%
6.620
-0.01%
0.000
-9.21%
+4.98%
1,026,074.7
Insurance
IBB
iShares Biotechnology ETF
73,443
9,393.4
-0.85%
4.260
-0.03%
0.170
+12.51%
-0.38%
5,552.9
 
IHI
iShares U.S. Medical Devices ETF
143,860
8,658.9
+44.66%
3.930
+1.21%
0.190
+8.05%
+4.64%
4,484.4
 
ACWX
iShares MSCI ACWI Ex US Index Fund
149,165
8,271.2
+0.83%
3.750
+0.03%
0.140
+15.20%
+18.18%
6,418.8
 
MSFT
Microsoft Corp
19,985
7,502.2
0%
3.400
0%
0.000
+29.81%
+19.87%
3,740,948.0
Software
IJR
iShares Core S&P Small-Cap ETF
67,605
7,069.5
-50.67%
3.210
-3.19%
0.010
+18.68%
-1.42%
81,378.3
 
VUG
Vanguard Growth ETF
15,673
5,811.9
+0.31%
2.630
+0.01%
0.000
+22.75%
+7.86%
164,480.8
 

CUMBERLAND ADVISORS INC's Historical Top Holdings Breakdowns

CUMBERLAND ADVISORS INC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
XLE
The Energy Select Sector SPDR Fund
2025-03-31
Sold Out
Sold Out
-4.25%
85.7 ($90.17) 93.96
$89.13
-1.15%
Sold Out
0
-124,342
IJR
iShares Core S&P Small-Cap ETF
2025-03-31
Reduce
Reduce
-3.19%
102.49 ($112.84) 119.96
$112.82
-0.02%
Reduce -50.67%
67,605
-69,435
XAR
SPDR S&P Aerospace & Defense ETF
2025-03-31
Reduce
Reduce
-2.20%
157.71 ($168.09) 180.77
$212.04
26.15%
Reduce -23.02%
111,149
-33,230
IHI
iShares U.S. Medical Devices ETF
2025-03-31
Add
Add
+1.21%
58.32 ($62.11) 65.09
$60.97
-1.84%
Add 44.66%
143,860
44,410
PFE
Pfizer Inc
2025-03-31
New Buy
New Buy
+0.79%
25.01 ($26.17) 27.13
$25.65
-1.99%
New holding
68,823
68,823
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Reduce
Reduce
-0.58%
551.42 ($587.78) 612.93
$623.62
6.10%
Reduce -2.77%
86,748
-2,469
MDY
S&P MidCap 400 ETF
2025-03-31
Reduce
Reduce
-0.24%
522.96 ($567.65) 601.18
$579.23
2.04%
Reduce -2.11%
48,437
-1,045
BND
Vanguard Total Bond Market ETF
2025-03-31
Add
Add
+0.20%
71.17 ($72.57) 73.66
$72.80
0.32%
Add 45.35%
19,005
5,930
CMCSA
Comcast Corp
2025-03-31
Reduce
Reduce
-0.17%
33.19 ($36.08) 38.23
$34.99
-3.02%
Reduce -65.14%
6,100
-11,400
META
Meta Platforms Inc
2025-03-31
Reduce
Reduce
-0.11%
576.36 ($645.17) 736.67
$717.51
11.21%
Reduce -5.75%
7,964
-486

CUMBERLAND ADVISORS INC Total Holding History ($B)

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CUMBERLAND ADVISORS INC's Asset Allocation

To

CUMBERLAND ADVISORS INC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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CUMBERLAND ADVISORS INC's Hypothetical Growth since 2025-03-31

CUMBERLAND ADVISORS INC's Yearly Returns

Year Portfolio % % Excess Gain %

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