The Analysis of CUMBERLAND ADVISORS INC's Holdings
Currently, CUMBERLAND ADVISORS INC holds 49 types of securities in its portfolio with a total value $263.8M. In the most recent quarter, they have increased their positions in VUG (+3.4K shares, valued at $1.7M), MSFT (+1.3K shares, valued at $606.9K), N/A (+630 shares, valued at $316.7K); decreased their positions in SPY (-3.0K shares, valued at $2.0M), INDA (-21.1K shares, valued at $1.1M), XAR (-3.3K shares, valued at $794.9K); initiated new positions in XOM (+1.7K shares, valued at $204.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPY SPDR S&P 500 ETF TR87.9K shares-3.25%2025-12-312026-02-02
MDY SPDR S&P MIDCAP 400 ETF TR43.9K shares-0.80%2025-12-312026-02-02 XAR SPDR SERIES TRUST76.0K shares-4.16%2025-12-312026-02-02 ACWX ISHARES TR167.8K shares-1.70%2025-12-312026-02-02 IBB ISHARES TR64.2K shares-1.78%2025-12-312026-02-02 MSFT MICROSOFT CORP21.2K shares6.29%2025-12-312026-02-02 VUG VANGUARD INDEX FDS18.2K shares22.84%2025-12-312026-02-02 IHI ISHARES TR130.5K shares-0.36%2025-12-312026-02-02 KIE SPDR SERIES TRUST122.9K shares-0.63%2025-12-312026-02-02 IJR ISHARES TR60.9K shares-0.72%2025-12-312026-02-02 URI UNITED RENTALS INC7.9K shares-2.47%2025-12-312026-02-02 XLI SELECT SECTOR SPDR TR39.6K shares2.26%2025-12-312026-02-02 ALPHABET INC ALPHABET INC19.0K shares-5.71%2025-12-312026-02-02 CAT CATERPILLAR INC9.5K shares-0.52%2025-12-312026-02-02 AAPL APPLE INC18.9K shares-1.69%2025-12-312026-02-02 META META PLATFORMS INC7.6K shares-1.30%2025-12-312026-02-02 FCX FREEPORT-MCMORAN INC90.3K shares-1.09%2025-12-312026-02-02 CMI CUMMINS INC8.1K shares-1.52%2025-12-312026-02-02 MELI MERCADOLIBRE INC1.9K shares-0.88%2025-12-312026-02-02 FDX FEDEX CORP10.1K shares-1.23%2025-12-312026-02-02 EWC ISHARES INC51.5K shares-3.83%2025-12-312026-02-02 BAC BANK AMERICA CORP49.9K shares-2.54%2025-12-312026-02-02 M MACYS INC115.0K shares-0.43%2025-12-312026-02-02 EWT ISHARES INC38.8K shares-2.72%2025-12-312026-02-02 EWJ ISHARES INC29.6K shares-3.58%2025-12-312026-02-02 AMZN AMAZON COM INC9.5K shares-3.54%2025-12-312026-02-02 DIS DISNEY WALT CO15.6K shares-1.58%2025-12-312026-02-02 BND VANGUARD BD INDEX FDS23.4K shares11.34%2025-12-312026-02-02 OXY OCCIDENTAL PETE CORP39.0K shares-1.27%2025-12-312026-02-02 BABA ALIBABA GROUP HLDG LTD8.9K shares-2.19%2025-12-312026-02-02 PFE PFIZER INC48.8K shares-24.69%2025-12-312026-02-02 TFI SPDR SERIES TRUST24.6K shares4.82%2025-12-312026-02-02 INDA ISHARES TR17.0K shares-55.30%2025-12-312026-02-02 BSV VANGUARD BD INDEX FDS11.0K shares8.94%2025-12-312026-02-02 MAT MATTEL INC43.0K shares-45.57%2025-12-312026-02-02 WFC WELLS FARGO CO NEW8.8K shares0.00%2025-12-312026-02-02 PST PROSHARES TR24.2K shares0.00%2025-12-312026-02-02 ALPHABET INC ALPHABET INC1.6K shares-36.29%2025-12-312026-02-02 MUB ISHARES TR3.3K shares5.17%2025-12-312026-02-02 WMT WALMART INC3.0K shares0.00%2025-12-312026-02-02 JPM JPMORGAN CHASE & CO.1.0K shares0.00%2025-12-312026-02-02 TSLA TESLA INC660 shares-40.54%2025-12-312026-02-02 EEMV ISHARES INC4.6K shares-4.19%2025-12-312026-02-02 KO COCA COLA CO3.7K shares0.00%2025-12-312026-02-02 VGK VANGUARD INTL EQUITY INDEX F2.8K shares-4.83%2025-12-312026-02-02 V VISA INC640 shares0.00%2025-12-312026-02-02 XOM EXXON MOBIL CORP1.7K sharesnew addition2025-12-312026-02-02 OPK OPKO HEALTH INC19.5K shares0.00%2025-12-312026-02-02 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available