Cumberland Advisors Inc Portfolio Holdings

Cumberland Advisors Inc

  • $252 Million
  • Q3 2024

Cumberland Advisors Inc has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $252 Million distributed in 48 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $50.2M, Spdr S&P Midcap 400 ETF Trust with a value of $27M, Spdr S&P Aerospace & Defense E with a value of $23.7M, Ishares Core S&P Sm Cap ETF with a value of $16.4M, and Berkshire Hathaway Inc Class B with a value of $12.1M.

Examining the 13F form we can see an increase of $7.43M in the current position value, from $244M to 252M.

Below you can find more details about Cumberland Advisors Inc portfolio as well as his latest detailed transactions.

Portfolio value $252 Million
ETFs: $179 Million
Industrials: $16.2 Million
Financial Services: $15.1 Million
Technology: $12.8 Million
Communication Services: $10.8 Million
Consumer Cyclical: $10.7 Million
Basic Materials: $4.93 Million
Energy: $2.04 Million
Other: $534,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $252 Million
  • Prior Value $244 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 16, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
Track This Portfolio

Track Cumberland Advisors Inc Portfolio

Follow Cumberland Advisors Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cumberland Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Cumberland Advisors Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email