| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| OPK | Exit | OPKO HEALTH INC | $0 | – | -19,500 | -100.0% | -0.01% | – |
| ET | Exit | ENERGY TRANSFER L P | $0 | – | -13,209 | -100.0% | -0.08% | – |
| GOOGL | Exit | ALPHABET INCclass a | $0 | – | -1,580 | -100.0% | -0.09% | – |
| CVX | Exit | CHEVRON CORP | $0 | – | -1,290 | -100.0% | -0.10% | – |
| KO | Exit | COCA-COLA CO | $0 | – | -3,961 | -100.0% | -0.10% | – |
| VPL | Exit | VANGUARD INTL EQ INDpacific | $0 | – | -3,620 | -100.0% | -0.11% | – |
| BND | Exit | VANGUARD BD INDEX FDtotal bnd mrkt etf | $0 | – | -3,549 | -100.0% | -0.11% | – |
| SCZ | Exit | ISHARESeafe sml cp etf | $0 | – | -4,620 | -100.0% | -0.12% | – |
| EEMV | Exit | ISHARES INCmsci emerg mrkt | $0 | – | -6,490 | -100.0% | -0.15% | – |
| VGK | Exit | VANGUARD INTL EQ INDftse europe etf | $0 | – | -6,490 | -100.0% | -0.17% | – |
| MUB | Exit | ISHARES TRnatl amt free muni b | $0 | – | -3,720 | -100.0% | -0.17% | – |
| TBT | Exit | PROSHARES TR | $0 | – | -10,185 | -100.0% | -0.18% | – |
| WFC | Exit | WELLS FARGO & CO | $0 | – | -12,300 | -100.0% | -0.22% | – |
| LYB | Exit | LYONDELLBASELL INDUSshares a | $0 | – | -5,300 | -100.0% | -0.22% | – |
| PFF | Exit | ISHARES TRpfd and incm sec | $0 | – | -21,010 | -100.0% | -0.28% | – |
| BSV | Exit | VANGUARD BD INDEX FDetf short trm bond | $0 | – | -8,703 | -100.0% | -0.29% | – |
| CMCSA | Exit | COMCAST CORPclass a | $0 | – | -18,800 | -100.0% | -0.37% | – |
| PST | Exit | PROSHARES TR ETF | $0 | – | -36,115 | -100.0% | -0.40% | – |
| BABA | Exit | ALIBABA GROUP HLDG | $0 | – | -12,625 | -100.0% | -0.49% | – |
| DIS | Exit | WALT DISNEY CO | $0 | – | -14,350 | -100.0% | -0.52% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -9,680 | -100.0% | -0.55% | – |
| M | Exit | MACYS INC | $0 | – | -116,510 | -100.0% | -0.60% | – |
| BAC | Exit | BANK OF AMERICA CORP | $0 | – | -52,400 | -100.0% | -0.64% | – |
| XLY | Exit | SELECT SECTOR SPDRsbi cons discr | $0 | – | -9,260 | -100.0% | -0.66% | – |
| XLK | Exit | SELECT SECTOR SPDRsbi int-tech | $0 | – | -9,260 | -100.0% | -0.67% | – |
| EWW | Exit | ISHARES INCmsci mexico capped e | $0 | – | -28,820 | -100.0% | -0.74% | – |
| ILF | Exit | ISHARESlatn amer 40 etf | $0 | – | -74,900 | -100.0% | -0.85% | – |
| INDA | Exit | ISHARES MSCIindia index fund | $0 | – | -44,025 | -100.0% | -0.86% | – |
| CMI | Exit | CUMMINS INC | $0 | – | -8,550 | -100.0% | -0.87% | – |
| EWC | Exit | ISHARES INCmsci cda index | $0 | – | -64,265 | -100.0% | -0.95% | – |
| MAT | Exit | MATTEL INC | $0 | – | -98,300 | -100.0% | -0.96% | – |
| EWJ | Exit | ISHARES INCmsci japan etf | $0 | – | -36,772 | -100.0% | -0.98% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -16,420 | -100.0% | -1.06% | – |
| MELI | Exit | MERCADOLIBRE INC | $0 | – | -1,930 | -100.0% | -1.08% | – |
| ADBE | Exit | ADOBE INC | $0 | – | -4,915 | -100.0% | -1.11% | – |
| GOOG | Exit | ALPHABET INCclass c | $0 | – | -20,000 | -100.0% | -1.17% | – |
| CAT | Exit | CATERPILLAR INC | $0 | – | -9,850 | -100.0% | -1.19% | – |
| FDX | Exit | FEDEX CORP | $0 | – | -10,275 | -100.0% | -1.21% | – |
| FB | Exit | META PLATFORMS INC | $0 | – | -9,900 | -100.0% | -1.32% | – |
| AAPL | Exit | APPLE INC | $0 | – | -19,755 | -100.0% | -1.50% | – |
| FCX | Exit | FREEPORT-MCMORAN INC | $0 | – | -92,060 | -100.0% | -1.52% | – |
| XLI | Exit | SELECT SECTOR SPDRamex industrial sel | $0 | – | -35,380 | -100.0% | -1.59% | – |
| XLE | Exit | SELECT SECTOR SPDRsbi int-energy | $0 | – | -39,882 | -100.0% | -1.60% | – |
| URI | Exit | UNITED RENTALS INC | $0 | – | -9,105 | -100.0% | -1.80% | – |
| EWT | Exit | ISHARES INCmsci taiwan etf | $0 | – | -93,100 | -100.0% | -1.84% | – |
| ACWX | Exit | ISHARESmsci acwi us etf | $0 | – | -90,965 | -100.0% | -1.90% | – |
| IWC | Exit | ISHARESmicro-cap etf | $0 | – | -43,340 | -100.0% | -1.92% | – |
| IBB | Exit | ISHARES TRishares biotech | $0 | – | -51,490 | -100.0% | -2.79% | – |
| BRKB | Exit | BERKSHIRE HATHAWAYclass b | $0 | – | -26,065 | -100.0% | -4.05% | – |
| UPRO | Exit | PROSHARES TRultrpro s&p500 | $0 | – | -221,950 | -100.0% | -4.05% | – |
| XME | Exit | SPDR S&P MTLS&MNGspdr series trust | $0 | – | -191,090 | -100.0% | -4.45% | – |
| IHI | Exit | ISHARESu.s. med dvc etf | $0 | – | -267,629 | -100.0% | -5.76% | – |
| IJR | Exit | ISHARES TRcore s&p small-cap | $0 | – | -165,560 | -100.0% | -6.92% | – |
| MDY | Exit | SPDR S&P MIDCAP 400utser1 s&pdcrp | $0 | – | -43,849 | -100.0% | -8.88% | – |
| XAR | Exit | SPDR SERIES TRUSTaerospace def | $0 | – | -189,080 | -100.0% | -9.40% | – |
| SPY | Exit | SPDR S&P 500 ETF TRunits ser 1 s&p | $0 | – | -97,140 | -100.0% | -18.41% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 41 | Q3 2023 | 23.7% |
| SPDR S&P MIDCAP 400 ETF TR | 41 | Q3 2023 | 10.0% |
| ISHARES TR | 36 | Q3 2023 | 5.8% |
| VANGUARD MSCI PACIFIC ETF | 33 | Q3 2023 | 3.2% |
| ISHARES TR | 31 | Q3 2023 | 6.9% |
| SELECT SECTOR SPDR TR | 29 | Q2 2023 | 8.9% |
| ISHARES INC | 28 | Q1 2022 | 2.1% |
| ISHARES INC | 27 | Q3 2023 | 3.0% |
| Vanguard Intl Equity Ind | 27 | Q3 2023 | 1.8% |
| ISHARES INC | 27 | Q3 2023 | 2.1% |
View CUMBERLAND ADVISORS INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-15 |
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-10-23 |
| 13F-HR | 2023-07-24 |
| 13F-HR | 2023-04-28 |
| 13F-HR | 2023-01-30 |
| 13F-HR | 2022-10-24 |
| 13F-HR | 2022-07-20 |
| 13F-HR | 2022-04-19 |
| 13F-HR | 2022-01-27 |
View CUMBERLAND ADVISORS INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.