Cumberland Advisors Inc Reduced Holdings in Q2 2025

Cumberland Advisors Inc

  • $238 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IBB
Ishares Biotechnology ETF

ETFs
-7.53K
- 10.25%
$112.02 - $129.0 $843K - $971K
65.9K $8.34M
XAR
Spdr S&P Aerospace & Defense E

ETFs
-30.5K
- 27.4%
$144.94 - $210.94 $4.41M - $6.42M
80.7K $17M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-3.74K
- 7.71%
$468.22 - $566.51 $1.75M - $2.12M
44.7K $25.3M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-12.9K
- 8.96%
$54.27 - $63.01 $700K - $813K
131K $8.2M
AAPL
Apple Inc.

Technology
-178
- 0.92%
$172.42 - $223.89 $30.7K - $39.9K
19.2K $3.95M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-6.24K
- 9.22%
$90.56 - $109.49 $565K - $683K
61.4K $6.71M
OXY
Occidental Petroleum Corp

Energy
-2
- -0.0%
$36.11 - $49.33 $72.2 - $98.7
40.5K $1.7M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-2.38K
- 9.91%
$43.63 - $45.4 $104K - $108K
21.6K $965K
PFE
Pfizer Inc

Healthcare
-23
- 0.03%
$21.59 - $24.84 $497 - $571
68.8K $1.67M
JPM
Jpmorgan Chase & CO

Financial Services
-367
- 26.85%
$210.28 - $289.91 $77.2K - $106K
1K $289K
MAT
Mattel Inc

Consumer Cyclical
-1.8K
- 2.2%
$14.55 - $20.12 $26.2K - $36.2K
80K $1.58M
KO
Coca Cola CO

Consumer Defensive
-11
- 0.3%
$68.37 - $73.9 $752 - $813
3.66K $259K
V
Visa Inc.

Financial Services
-10
- 1.54%
$308.27 - $373.31 $3.08K - $3.73K
640 $227K
CMI
Cummins Inc

Industrials
-300
- 3.51%
$267.12 - $336.65 $80.1K - $101K
8.25K $2.7M
WMT
Walmart Inc.

Consumer Defensive
-15
- 0.49%
$81.79 - $99.98 $1.23K - $1.5K
3.07K $300K
GOOGL
Alphabet Inc.

Communication Services
-7
- 0.44%
$144.7 - $178.6 $1.01K - $1.25K
1.58K $278K
WFC
Wells Fargo & Company

Financial Services
-21
- 0.19%
$60.98 - $80.12 $1.28K - $1.68K
10.8K $865K
EWJ
Ishares Msci Japan ETF

ETFs
-150
- 0.48%
$61.32 - $75.28 $9.2K - $11.3K
30.8K $2.31M
AMZN
Amazon Com Inc

Consumer Cyclical
-38
- 0.39%
$167.32 - $223.3 $6.36K - $8.49K
9.68K $2.12M
BAC
Bank Of America Corp

Financial Services
-39
- 0.08%
$34.39 - $47.46 $1.34K - $1.85K
51.2K $2.42M
DIS
Walt Disney CO

Communication Services
-408
- 2.51%
$81.72 - $124.01 $33.3K - $50.6K
15.9K $1.97M
GOOG
Alphabet Inc.

Communication Services
-31
- 0.15%
$146.58 - $180.01 $4.54K - $5.58K
20.2K $3.57M
CAT
Caterpillar Inc

Industrials
-3
- 0.03%
$273.94 - $388.21 $822 - $1.16K
9.55K $3.71M
URI
United Rentals, Inc.

Industrials
-175
- 2.1%
$551.94 - $753.4 $96.6K - $132K
8.15K $6.14M
VUG
Vanguard Growth ETF

ETFs
-15
- 0.1%
$329.49 - $438.4 $4.94K - $6.58K
15.7K $6.86M
META
Meta Platforms, Inc.

Communication Services
-264
- 3.31%
$484.66 - $738.09 $128K - $195K
7.7K $5.68M
MSFT
Microsoft Corp

Technology
-60
- 0.3%
$354.56 - $497.45 $21.3K - $29.8K
19.9K $9.91M
Activity Summary
Buys All Purchases 11 New Holdings 2 Increased Positions 9 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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