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CIK: 0001255435
Total reported value
$283.8M
$283.8M
49 檔
46.7%
According to the latest 13F quarterly dataset, Cumberland Advisors Inc managed an equity portfolio of $283.8M at the end of Q4 2024, spanning 49 distinct U.S. exchange-listed positions.
In Q4 2024, Cumberland Advisors Inc adopted a defensive or profit-taking posture, trimming 17 positions and completely liquidating 1 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including SPY, MDY, XAR) accounted for 46.7% of total reported equity market value during Q4 2024.
Top New Position Initiated
TSLA
市值: $266.5K
Top Position Liquidated / Trimmed
SCZ
前期市值: $207.2K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 20.86% | -0.96% | +2.07% | |
| 2 | MDY | State Street Spdr S&p Midcap | ETF-Other | 11.25% | -0.34% | +4.47% | |
| 3 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 9.55% | -0.07% | -4.30% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 6.30% | +0.21% | -1.98% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.97% | -0.22% | +4.05% | |
| 6 | XLE | Ss Energy Select Sector | ETF-Other | 4.25% | — | -0.80% | |
| 7 | IBB | Ishares Biotechnology ETF | ETF-Tech | 3.91% | +0.08% | -3.74% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 3.36% | -0.24% | +4.39% | |
| 9 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 3.08% | -0.01% | -4.22% | |
| 10 | VUG | Vanguard Growth ETF | ETF-Other | 2.56% | +0.11% | +4.66% | |
| 11 | URI | United Rentals Inc | Stock-Industrials | 2.35% | +0.78% | -0.24% | |
| 12 | IHI | Ishares U.s. Medical Devices | ETF-Other | 2.32% | -0.43% | -0.75% | |
| 13 | XLI | Ss Industrial Select Sector | ETF-Other | 1.99% | +0.08% | +4.18% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.97% | -0.19% | — | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.95% | +0.04% | — | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.53% | +0.20% | — | |
| 17 | CAT | Caterpillar Inc | Stock-Industrials | 1.43% | +0.61% | — | |
| 18 | FCX | Freeport-mcmoran Inc | Stock-Materials | 1.39% | -0.19% | -0.54% | |
| 19 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 1.31% | +0.01% | — | |
| 20 | CMI | Cummins Inc | Stock-Industrials | 1.19% | +0.29% | — | |
| 21 | FDX | Fedex CORP | Stock-Industrials | 1.14% | -0.29% | — | |
| 22 | BAC | Bank Of America CORP | Stock-Financials | 0.90% | -0.06% | — | |
| 23 | EWC | Ishares Msci Canada ETF | ETF-Other | 0.88% | -0.06% | -4.94% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.85% | +0.02% | — | |
| 25 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.83% | — | -5.08% | |
| 26 | EWT | Ishares Msci Taiwan ETF | ETF-Other | 0.82% | +0.37% | -4.25% | |
| 27 | M | Macy's, Inc. | Stock-Consumer Disc | 0.79% | +0.14% | — | |
| 28 | INDA | Ishares Msci India ETF | ETF-Other | 0.79% | -0.02% | -4.64% | |
| 29 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.76% | -0.32% | -2.53% | |
| 30 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.72% | -0.28% | — | |
| 31 | MAT | Mattel Inc | Stock-Consumer Disc | 0.58% | — | -15.50% | |
| 32 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.43% | — | +14.82% | |
| 33 | BND | Vanguard Total Bond Market | ETF-Other | 0.38% | +0.04% | +3.61% | |
| 34 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.36% | -0.18% | -8.99% | |
| 35 | PST | Proshares Ultrashort 7-10 Yr | ETF-Other | 0.32% | -0.02% | -5.17% | |
| 36 | WFC | Wells Fargo & Co | Stock-Financials | 0.30% | -0.09% | -4.42% | |
| 37 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.29% | +0.01% | +0.48% | |
| 38 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.26% | — | — | |
| 39 | MUB | Ishares National Muni Bond E | ETF-Other | 0.14% | -0.01% | +10.14% | |
| 40 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.13% | — | — | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.12% | +0.02% | — | |
| 42 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.11% | — | — | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.11% | -0.15% | EXIT | |
| 44 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 0.11% | — | — | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.11% | — | — | |
| 46 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 0.10% | — | — | |
| 47 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.09% | -0.01% | — | |
| 48 | V | Visa Inc-class A Shares | Stock-Financials | 0.08% | +0.08% | NEW | |
| 49 | OPK | Opko Health Inc | Stock-Other | 0.01% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.9% | +2.07% | Add |
| 2 | MDY | State Street Spdr S&p Midcap | +0.5% | +4.47% | Add |
| 3 | VUG | Vanguard Growth ETF | +0.3% | +4.66% | Add |
| 4 | GOOG | Alphabet Inc-cl C | +0.2% | — | Unchanged |
| 5 | AAPL | Apple Inc | +0.2% | — | Unchanged |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +4.05% | Add |
| 7 | AMZN | Amazon.com Inc | +0.1% | — | Unchanged |
| 8 | XAR | Ss Spdr S&p Aerospace Def | +0.1% | -4.30% | Trim |
| 9 | TSLA | Tesla Inc | +0.1% | NEW | New buy |
| 10 | DIS | Walt Disney Co/the | +0.1% | — | Unchanged |
| 11 | BAC | Bank Of America CORP | +0.1% | — | Unchanged |
| 12 | CMI | Cummins Inc | +0.1% | — | Unchanged |
| 13 | MSFT | Microsoft CORP | +0.1% | +4.39% | Add |
| 14 | V | Visa Inc-class A Shares | +0.1% | NEW | New buy |
| 15 | M | Macy's, Inc. | +0.1% | — | Unchanged |
| 16 | WFC | Wells Fargo & Co | +0.1% | -4.42% | Trim |
| 17 | TFI | Ss Spdr N Ice Muni Bond ETF | +0.1% | +14.82% | Add |
| 18 | META | Meta Platforms Inc-class A | +0.1% | — | Unchanged |
| 19 | FDX | Fedex CORP | 0% | — | Unchanged |
| 20 | XLI | Ss Industrial Select Sector | 0% | +4.18% | Add |
| 21 | JPM | Jpmorgan Chase & Co | 0% | — | Unchanged |
| 22 | GOOGL | Alphabet Inc-cl A | 0% | — | Unchanged |
| 23 | PST | Proshares Ultrashort 7-10 Yr | 0% | -5.17% | Trim |
| 24 | WMT | Walmart Inc | 0% | — | Unchanged |
| 25 | MUB | Ishares National Muni Bond E | 0% | +10.14% | Add |
| 26 | BSV | Vanguard Short-term Bond ETF | — | +0.48% | Add |
| 27 | BND | Vanguard Total Bond Market | — | +3.61% | Add |
| 28 | OPK | Opko Health Inc | — | — | Unchanged |
| 29 | KO | Coca-cola Co/the | 0% | — | Unchanged |
| 30 | VGK | Vanguard Ftse Europe ETF | 0% | — | Unchanged |
| 31 | EEMV | Ishares Msci Emg Mkt Min Vol | 0% | — | Unchanged |
| 32 | LYB | LyondellBasell Industries N.V. | 0% | — | Unchanged |
| 33 | CMCSA | Comcast Corp-class A | 0% | — | Unchanged |
| 34 | IHI | Ishares U.s. Medical Devices | 0% | -0.75% | Trim |
| 35 | OXY | Occidental Petroleum CORP | -0.1% | -2.53% | Trim |
| 36 | EWC | Ishares Msci Canada ETF | -0.1% | -4.94% | Trim |
| 37 | EWT | Ishares Msci Taiwan ETF | -0.1% | -4.25% | Trim |
| 38 | SCZ | Ishares Msci Eafe Small-cap | -0.1% | EXIT | Sold out |
| 39 | CAT | Caterpillar Inc | -0.1% | — | Unchanged |
| 40 | EWJ | Ishares Msci Japan ETF | -0.1% | -5.08% | Trim |
| 41 | XLE | Ss Energy Select Sector | -0.1% | -0.80% | Trim |
| 42 | BABA | Alibaba Group Holding-sp Adr | -0.1% | -8.99% | Trim |
| 43 | INDA | Ishares Msci India ETF | -0.1% | -4.64% | Trim |
| 44 | MAT | Mattel Inc | -0.2% | -15.50% | Trim |
| 45 | IJR | Ishares Core S&p Small-cap E | -0.2% | -1.98% | Trim |
| 46 | MELI | Mercadolibre Inc | -0.3% | — | Unchanged |
| 47 | URI | United Rentals Inc | -0.4% | -0.24% | Trim |
| 48 | ACWX | Ishares Msci Acwi Ex US ETF | -0.4% | -4.22% | Trim |
| 49 | FCX | Freeport-mcmoran Inc | -0.4% | -0.54% | Trim |
| 50 | IBB | Ishares Biotechnology ETF | -0.5% | -3.74% | Trim |
According to official SEC Form 13F filings, Cumberland Advisors Inc reported a total U.S. public equity portfolio value of $283.8M across 49 disclosed positions in Q4 2024.
During Q4 2024, Cumberland Advisors Inc's top holdings by market value included SPY (20.9%)、MDY (11.3%)、XAR (9.6%). The largest single position, SPY, represented 20.9% of total portfolio value.
In Q4 2024, Cumberland Advisors Inc made 30 total portfolio adjustments, initiating 2 new buys, adding to 10 positions, trimming 17 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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