CA
| |
CUMBERLAND ADVISORS INC13F | |
| CUMBERLAND ADVISORS INC | |
| Last update 2025-05-09 | 49 Stocks (3 new) |
| Value $221.00 Mil | Turnover 2 % |
CUMBERLAND ADVISORS INC Top Holdings of 2025-03-31
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| 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 | +19.57% | +7.72% | 643,289.7 | ||
MDY | S&P MidCap 400 ETF | 48,437 | 25,840.2 | -2.11% | 11.710 | -0.24% | 0.120 | +15.85% | +2.31% | 23,229.9 | ||
XAR | SPDR S&P Aerospace & Defense ETF | 111,149 | 17,860.5 | -23.02% | 8.100 | -2.20% | 0.700 | +36.62% | +34.34% | 3,868.9 | ||
BRK.B | Berkshire Hathaway Inc | 27,401 | 14,593.2 | -0.23% | 6.620 | -0.01% | 0.000 | -8.57% | +4.53% | 1,022,296.6 | Insurance | |
IBB | iShares Biotechnology ETF | 73,443 | 9,393.4 | -0.85% | 4.260 | -0.03% | 0.170 | +9.67% | -1.79% | 5,422.5 | ||
IHI | iShares U.S. Medical Devices ETF | 143,860 | 8,658.9 | +44.66% | 3.930 | +1.21% | 0.190 | +5.59% | +3.02% | 4,324.6 | ||
ACWX | iShares MSCI ACWI Ex US Index Fund | 149,165 | 8,271.2 | +0.83% | 3.750 | +0.03% | 0.140 | +12.95% | +18.34% | 6,426.6 | ||
MSFT | Microsoft Corp | 19,985 | 7,502.2 | 0% | 3.400 | 0% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
IJR | iShares Core S&P Small-Cap ETF | 67,605 | 7,069.5 | -50.67% | 3.210 | -3.19% | 0.010 | +16.59% | -2.25% | 81,337.5 | ||
VUG | Vanguard Growth ETF | 15,673 | 5,811.9 | +0.31% | 2.630 | +0.01% | 0.000 | +27.48% | +9.52% | 167,127.0 |
CUMBERLAND ADVISORS INC's Historical Top Holdings Breakdowns
CUMBERLAND ADVISORS INC's Top Stock Picks
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| 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 | $85.96 | -4.67% | 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 | $111.87 | -0.86% | 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 | $222.35 | 32.28% | 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 | $60.06 | -3.30% | 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 | $24.47 | -6.50% | 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 | $627.58 | 6.77% | 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 | $579.42 | 2.07% | 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 | $72.85 | 0.39% | Add 45.35% | 19,005 | 5,930 | |
CMCSA | Comcast Corp | 2025-03-31 | Reduce Reduce | -0.17% | 33.19 ($36.08) 38.23 | $34.54 | -4.27% | Reduce -65.14% | 6,100 | -11,400 | |
META | Meta Platforms Inc | 2025-03-31 | Reduce Reduce | -0.11% | 576.36 ($645.17) 736.67 | $704.28 | 9.16% | Reduce -5.75% | 7,964 | -486 |
CUMBERLAND ADVISORS INC Total Holding History ($B)
CUMBERLAND ADVISORS INC's Asset Allocation
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 % |
|---|
CUMBERLAND ADVISORS INC's Holdings Heat Map
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CUMBERLAND ADVISORS INC's Holdings Bubble Chart
CUMBERLAND ADVISORS INC News
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