Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
SPDR S&P 500 ETF TR (SPY) | 82,722 | +722 | $43,269 |
SPY | 82,722 | +722 | $43,269 |
ISHARES TR (IJR) | 243,235 | +59,616 | $26,882 |
IJR | 243,235 | +59,616 | $26,882 |
SPDR S&P MIDCAP 400 (MDY) | 44,867 | +943 | $24,964 |
MDY | 44,867 | +943 | $24,964 |
SPDR SERIES TRUST (XAR) | 165,419 | -15,830 | $23,243 |
XAR | 165,419 | -15,830 | $23,243 |
SELECT SECTOR SPDR (XLE) | 132,682 | +92,505 | $12,527 |
XLE | 132,682 | +92,505 | $12,527 |
BERKSHIRE HATHAWAY | $11,411 | ||
BRK.B | 27,135 | +1,355 | $11,411 |
ISHARES TR (IBB) | 82,838 | -4,145 | $11,367 |
IBB | 82,838 | -4,145 | $11,367 |
ISHARES (ACWX) | 161,405 | +12,645 | $8,617 |
ACWX | 161,405 | +12,645 | $8,617 |
MICROSOFT CORP | 19,740 | +285 | $8,305 |
MSFT | 19,740 | +285 | $8,305 |
SPDR SERIES TRUST (KRE) | 158,140 | +158,140 | $7,951 |
KRE | 158,140 | +158,140 | $7,951 |
ISHARES (IHI) | 106,770 | +106,770 | $6,256 |
IHI | 106,770 | +106,770 | $6,256 |
UNITED RENTALS INC | 8,620 | -450 | $6,216 |
URI | 8,620 | -450 | $6,216 |
SELECT SECTOR SPDR (XLI) | 36,720 | +1,190 | $4,625 |
XLI | 36,720 | +1,190 | $4,625 |
FREEPORT MCMORAN INC | 92,060 | UNCH | $4,329 |
FCX | 92,060 | UNCH | $4,329 |
META PLATFORMS INC | 8,700 | -1,200 | $4,225 |
META | 8,700 | -1,200 | $4,225 |
CATERPILLAR INC | 9,850 | UNCH | $3,609 |
CAT | 9,850 | UNCH | $3,609 |
JPMORGAN CHASE & CO | 16,690 | +440 | $3,343 |
JPM | 16,690 | +440 | $3,343 |
APPLE INC | 19,487 | UNCH | $3,342 |
AAPL | 19,487 | UNCH | $3,342 |
ALPHABET INC | 20,150 | +150 | $3,068 |
GOOG | 20,150 | +150 | $3,068 |
FEDEX CORP | 10,175 | UNCH | $2,948 |
FDX | 10,175 | UNCH | $2,948 |
MERCADOLIBRE INC | 1,930 | UNCH | $2,918 |
MELI | 1,930 | UNCH | $2,918 |
VANGUARD INDEX TR (VUG) | 8,330 | +8,330 | $2,867 |
VUG | 8,330 | +8,330 | $2,867 |
SPDR S&P MTLS&MNG (XME) | 44,831 | -166,460 | $2,702 |
XME | 44,831 | -166,460 | $2,702 |
OCCIDENTAL PETE CORP | 41,500 | UNCH | $2,697 |
OXY | 41,500 | UNCH | $2,697 |
CUMMINS INC | 8,550 | UNCH | $2,519 |
CMI | 8,550 | UNCH | $2,519 |
ADOBE INC | 4,910 | +115 | $2,478 |
ADBE | 4,910 | +115 | $2,478 |
ISHARES INC (EWJ) | 34,162 | +1,390 | $2,437 |
EWJ | 34,162 | +1,390 | $2,437 |
MACYS INC | 116,510 | UNCH | $2,329 |
M | 116,510 | UNCH | $2,329 |
ISHARES INC (EWC) | 59,835 | -700 | $2,290 |
EWC | 59,835 | -700 | $2,290 |
ISHARES MSCI (INDA) | 40,935 | -750 | $2,112 |
INDA | 40,935 | -750 | $2,112 |
ISHARES INC (EWT) | 43,130 | -630 | $2,100 |
EWT | 43,130 | -630 | $2,100 |
BANK OF AMERICA CORP | 51,900 | -500 | $1,968 |
BAC | 51,900 | -500 | $1,968 |
ISHARES (ILF) | 68,805 | -2,260 | $1,957 |
ILF | 68,805 | -2,260 | $1,957 |
MATTEL INC | 96,300 | -2,000 | $1,908 |
MAT | 96,300 | -2,000 | $1,908 |
ISHARES INC (EWW) | 26,670 | -360 | $1,848 |
EWW | 26,670 | -360 | $1,848 |
AMAZON COM INC | 9,680 | UNCH | $1,746 |
AMZN | 9,680 | UNCH | $1,746 |
WALT DISNEY CO | 14,250 | UNCH | $1,744 |
DIS | 14,250 | UNCH | $1,744 |
WISDOMTREE TR | 12,520 | +12,520 | $1,358 |
DXJ | 12,520 | +12,520 | $1,358 |
SPDR SER TR (TFI) | 19,160 | +19,160 | $891 |
TFI | 19,160 | +19,160 | $891 |
VANGUARD BD INDEX FD (BSV) | 11,410 | +907 | $875 |
BSV | 11,410 | +907 | $875 |
PROSHARES TR ETF (PST) | 34,800 | -1,315 | $807 |
PST | 34,800 | -1,315 | $807 |
COMCAST CORP | 18,500 | UNCH | $802 |
CMCSA | 18,500 | UNCH | $802 |
ALIBABA GROUP HLDG | 10,525 | -600 | $762 |
BABA | 10,525 | -600 | $762 |
ISHARES TR (PFF) | 20,340 | UNCH | $656 |
PFF | 20,340 | UNCH | $656 |
WELLS FARGO & CO | 11,300 | UNCH | $655 |
WFC | 11,300 | UNCH | $655 |
LYONDELLBASELL INDUS | 5,300 | UNCH | $542 |
LYB | 5,300 | UNCH | $542 |
VANGUARD INTL EQ IND (VGK) | 5,260 | UNCH | $354 |
VGK | 5,260 | UNCH | $354 |
VANGUARD BD INDEX FD (BND) | 4,725 | +401 | $343 |
BND | 4,725 | +401 | $343 |
ISHARES TR (MUB) | 2,750 | -2,010 | $296 |
MUB | 2,750 | -2,010 | $296 |
ISHARES INC (EEMV) | 5,110 | UNCH | $289 |
EEMV | 5,110 | UNCH | $289 |
See Full List: All Stocks Held By Cumberland Advisors Inc.
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Cumberland Advisors Inc.
Size ($ in 1000's)
At 03/31/2024: $268,889 At 12/31/2023: $232,981 Cumberland Advisors Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Cumberland Advisors Inc. 13F filings. Link to 13F filings: SEC filings |