CUMBERLAND ADVISORS INC Diversified Active

CIK: 0001255435 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Jul 20, 2022

Total Value ($000): $301,098 (100.0% shares, 0.0% debt)

Holdings (55)

SPY SPDR S&P 500 ETF TR 23.7%
Value ($000) $71,244 Shares 188,851 Est. Cost $348.83 Unrealized
UPRO PROSHARES TR 7.9%
Value ($000) $23,827 Shares 683,310 Est. Cost $76.74 Unrealized
XAR SPDR SERIES TRUST 6.9%
Value ($000) $20,916 Shares 207,895 Est. Cost $82.66 Unrealized
MDY SPDR S&P MIDCAP 400 6.3%
Value ($000) $19,101 Shares 46,195 Est. Cost $356.40 Unrealized
IHI ISHARES 5.3%
Value ($000) $16,087 Shares 318,930 Est. Cost $80.78 Unrealized
XBI SPDR S&P BIOTECH 4.4%
Value ($000) $13,185 Shares 177,525 Est. Cost $105.04 Unrealized
BRK/B BERKSHIRE HATHAWAY 4.1%
Value ($000) $12,250 Shares 44,867 Est. Cost $225.20 Unrealized +39.3%
XLV SELECT SECTOR SPDR 3.7%
Value ($000) $11,247 Shares 87,700 Est. Cost $92.52 Unrealized
MSFT MICROSOFT CORP 3.4%
Value ($000) $10,386 Shares 40,440 Est. Cost $129.29 Unrealized +103.8%
XLK SELECT SECTOR SPDR 3.3%
Value ($000) $10,016 Shares 78,795 Est. Cost $134.19 Unrealized
ACWX ISHARES 3.1%
Value ($000) $9,481 Shares 210,685 Est. Cost $51.53 Unrealized
XLY SELECT SECTOR SPDR 3.1%
Value ($000) $9,334 Shares 67,890 Est. Cost $179.29 Unrealized
EWT ISHARES INC 2.3%
Value ($000) $6,895 Shares 136,745 Est. Cost $32.66 Unrealized
EWC ISHARES INC 2.2%
Value ($000) $6,636 Shares 197,025 Est. Cost $27.90 Unrealized
JPM JPMORGAN CHASE & CO 1.8%
Value ($000) $5,384 Shares 47,815 Est. Cost $108.17 Unrealized +4.5%
SCHW SCHWAB CHARLES CORP 1.2%
Value ($000) $3,610 Shares 57,145 Est. Cost $83.37 Unrealized -21.4%
ADBE ADOBE INC 1.2%
Value ($000) $3,600 Shares 9,835 Est. Cost $415.43 Unrealized -2.0%
EWJ ISHARES INC 1.0%
Value ($000) $3,007 Shares 56,910 Est. Cost $55.64 Unrealized
AAPL APPLE INC 0.9%
Value ($000) $2,701 Shares 19,755 Est. Cost $99.22 Unrealized +49.8%
FCX FREEPORT-MCMORAN INC 0.9%
Value ($000) $2,656 Shares 90,760 Est. Cost $10.71 Unrealized +254.2%
GOOG ALPHABET INC 0.8%
Value ($000) $2,301 Shares 1,052 Est. Cost $60.83 Unrealized +92.8%
XME SPDR S&P MTLS&MNG 0.8%
Value ($000) $2,280 Shares 52,525 Est. Cost $44.79 Unrealized
OXY OCCIDENTAL PETE CORP 0.8%
Value ($000) $2,261 Shares 38,400 Est. Cost $27.83 Unrealized +108.8%
URI UNITED RENTALS INC 0.7%
Value ($000) $2,230 Shares 9,180 Est. Cost $116.64 Unrealized +144.3%
EWW ISHARES INC 0.7%
Value ($000) $2,153 Shares 46,215 Est. Cost $54.97 Unrealized
FDX FEDEX CORP 0.7%
Value ($000) $2,080 Shares 9,175 Est. Cost $148.31 Unrealized +32.7%
MAT MATTEL INC 0.7%
Value ($000) $2,068 Shares 92,600 Est. Cost $13.38 Unrealized +76.6%
EWU ISHARES TR 0.7%
Value ($000) $1,992 Shares 66,480 Est. Cost $32.87 Unrealized
BAC BANK OF AMERICA CORP 0.6%
Value ($000) $1,930 Shares 62,000 Est. Cost $23.34 Unrealized +40.3%
CAT CATERPILLAR INC 0.6%
Value ($000) $1,761 Shares 9,850 Est. Cost $120.11 Unrealized +64.3%
M MACYS INC 0.6%
Value ($000) $1,686 Shares 92,010 Est. Cost $14.16 Unrealized +59.8%
CMI CUMMINS INC 0.5%
Value ($000) $1,655 Shares 8,550 Est. Cost $117.73 Unrealized +55.5%
ILF ISHARES 0.5%
Value ($000) $1,601 Shares 71,050 Est. Cost $22.53 Unrealized
META META PLATFORMS INC 0.5%
Value ($000) $1,359 Shares 8,425 Est. Cost $180.33 Unrealized +6.2%
MELI MERCADOLIBRE INC 0.4%
Value ($000) $1,229 Shares 1,930 Est. Cost $510.15 Unrealized +70.9%
CMCSA COMCAST CORP 0.4%
Value ($000) $1,177 Shares 30,000 Est. Cost $36.88 Unrealized +4.0%
PST PROSHARES TR ETF 0.4%
Value ($000) $1,117 Shares 56,486 Est. Cost $21.78 Unrealized
MET METLIFE INC 0.4%
Value ($000) $1,077 Shares 17,150 Est. Cost $48.10 Unrealized +23.2%
AMZN AMAZON COM INC 0.3%
Value ($000) $1,028 Shares 9,680 Est. Cost $123.90 Unrealized +1.0%
WFC WELLS FARGO & CO 0.3%
Value ($000) $877 Shares 22,400 Est. Cost $27.16 Unrealized +47.1%
BABA ALIBABA GROUP HLDG 0.3%
Value ($000) $799 Shares 7,025 Est. Cost $129.64 Unrealized
PFF ISHARES TR 0.2%
Value ($000) $691 Shares 21,010 Est. Cost $31.84 Unrealized
LYB LYONDELLBASELL INDUS 0.2%
Value ($000) $660 Shares 7,550 Est. Cost $57.75 Unrealized +37.7%
TBT PROSHARES TR 0.2%
Value ($000) $483 Shares 18,455 Est. Cost $34.78 Unrealized
C CITIGROUP INC 0.2%
Value ($000) $479 Shares 10,421 Est. Cost $49.78 Unrealized -12.1%
SCZ ISHARES 0.2%
Value ($000) $456 Shares 8,360 Est. Cost $54.18 Unrealized
EEMV ISHARES INC 0.1%
Value ($000) $362 Shares 6,530 Est. Cost $55.42 Unrealized
VGK VANGUARD INTL EQ IND 0.1%
Value ($000) $345 Shares 6,530 Est. Cost $56.82 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $275 Shares 126 Est. Cost $78.22 Unrealized +49.4%
BSV VANGUARD BD INDEX FD 0.1%
Value ($000) $260 Shares 3,390 Est. Cost $82.43 Unrealized
MUB ISHARES TR 0.1%
Value ($000) $237 Shares 2,225 Est. Cost $106.52 Unrealized
VPL VANGUARD INTL EQ IND 0.1%
Value ($000) $231 Shares 3,640 Est. Cost $66.71 Unrealized
EEM ISHARES 0.1%
Value ($000) $229 Shares 5,710 Est. Cost $53.47 Unrealized
ET ENERGY TRANSFER L P 0.0%
Value ($000) $117 Shares 11,729 Est. Cost $11.17 Unrealized
OPK OPKO HEALTH INC 0.0%
Value ($000) $49 Shares 19,500 Est. Cost $3.39 Unrealized -14.0%