Cumberland Advisors Inc Portfolio Holdings
Cumberland Advisors Inc
- $221 Million
- Q1 2025
Cumberland Advisors Inc has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $221 Million distributed in 49 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $48.5M, Spdr S&P Midcap 400 ETF Trust with a value of $25.8M, Spdr S&P Aerospace & Defense E with a value of $17.9M, Berkshire Hathaway Inc Class B with a value of $14.6M, and Ishares Biotechnology ETF with a value of $9.39M.
Examining the 13F form we can see an decrease of $30.1M in the current position value, from $251M to 221M.
Below you can find more details about Cumberland Advisors Inc portfolio as well as his latest detailed transactions.
Portfolio value
$221 Million
ETFs: $149 Million
Financial Services: $18.1 Million
Industrials: $13.5 Million
Technology: $11.8 Million
Consumer Cyclical: $9.87 Million
Communication Services: $9.82 Million
Basic Materials: $3.46 Million
Energy: $2.42 Million
Other: $2.31 Million