Cumberland Advisors Inc Incresed Positions in Q1 2025

Cumberland Advisors Inc

  • $221 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IHI
Ishares Tr Dow Jones Us Medica

ETFs
44.4K
+ 44.66%
$58.32 - $65.09 $2.59M - $2.89M
144K $8.66M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
1.23K
+ 0.83%
$51.39 - $57.43 $63.2K - $70.6K
149K $8.27M
BND
Vanguard Bd Index Fd Inc Total

ETFs
5.93K
+ 45.35%
$71.17 - $73.66 $422K - $437K
19K $1.4M
OXY
Occidental Petroleum Corp

Energy
2K
+ 5.2%
$45.45 - $52.7 $91K - $106K
40.5K $2M
KO
Coca Cola CO

Consumer Defensive
11
+ 0.3%
$60.81 - $72.32 $669 - $796
3.67K $262K
V
Visa Inc.

Financial Services
10
+ 1.56%
$306.92 - $362.71 $3.07K - $3.63K
650 $227K
WFC
Wells Fargo & Company

Financial Services
21
+ 0.19%
$66.78 - $81.42 $1.4K - $1.71K
10.8K $776K
JPM
Jpmorgan Chase & CO

Financial Services
17
+ 1.26%
$225.19 - $279.95 $3.83K - $4.76K
1.37K $335K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
530
+ 2.26%
$44.81 - $46.22 $23.7K - $24.5K
24K $1.08M
MUB
Ishares National Muni Bond ETF

ETFs
60
+ 1.87%
$104.71 - $107.69 $6.28K - $6.46K
3.27K $344K
GOOGL
Alphabet Inc.

Communication Services
7
+ 0.44%
$154.33 - $206.19 $1.08K - $1.44K
1.59K $245K
BAC
Bank Of America Corp

Financial Services
39
+ 0.08%
$39.61 - $47.74 $1.54K - $1.86K
51.2K $2.14M
DIS
Walt Disney CO

Communication Services
8
+ 0.05%
$96.87 - $114.0 $775 - $912
16.3K $1.6M
AMZN
Amazon Com Inc

Consumer Cyclical
38
+ 0.39%
$190.26 - $242.06 $7.23K - $9.2K
9.72K $1.85M
VUG
Vanguard Growth ETF

ETFs
48
+ 0.31%
$369.1 - $427.61 $17.7K - $20.5K
15.7K $5.81M
GOOG
Alphabet Inc.

Communication Services
31
+ 0.15%
$156.06 - $207.71 $4.84K - $6.44K
20.2K $3.15M
Activity Summary
Buys All Purchases 20 New Holdings 3 Increased Positions 17 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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