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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.17B
$29,000 0.01% of portfolio
19,500
Q4 2018 New

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
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