0001255435-24-000004.txt : 20240415 0001255435-24-000004.hdr.sgml : 20240415 20240415134322 ACCESSION NUMBER: 0001255435-24-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240415 DATE AS OF CHANGE: 20240415 EFFECTIVENESS DATE: 20240415 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CUMBERLAND ADVISORS INC CENTRAL INDEX KEY: 0001255435 ORGANIZATION NAME: IRS NUMBER: 223564821 STATE OF INCORPORATION: FL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-11051 FILM NUMBER: 24844114 BUSINESS ADDRESS: STREET 1: 2 N. TAMIAMI TR STREET 2: SUITE 303 CITY: SARASOTA STATE: FL ZIP: 34236 BUSINESS PHONE: 800-257-7013 MAIL ADDRESS: STREET 1: 2 N. TAMIAMI TR STREET 2: SUITE 303 CITY: SARASOTA STATE: FL ZIP: 34236 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001255435 XXXXXXXX 03-31-2024 03-31-2024 CUMBERLAND ADVISORS INC

2 N. TAMIAMI TR SUITE 303 SARASOTA FL 34236

13F HOLDINGS REPORT 028-11051 N Timothy Lyle 800.257.7013 Timothy Lyle Sarasota FL 04-15-2024 0 56 268891208 false INFORMATION TABLE 2 13f_upload_20240415133710.xml ADOBE INC COMMON 00724F101 2477586 4910 SH SOLE 4910 0 0 ALIBABA GROUP HLDG SPN ADS 8 ORD SHS 01609W102 761589 10525 SH SOLE 10525 0 0 ALPHABET INC CLASS C 02079K107 3068039 20150 SH SOLE 20150 0 0 ALPHABET INC CLASS A 02079K305 238469 1580 SH SOLE 1580 0 0 AMAZON COM INC COMMON 023135106 1746078 9680 SH SOLE 9680 0 0 APPLE INC COMMON 037833100 3341631 19487 SH SOLE 19487 0 0 BANK OF AMERICA CORP COMMON 060505104 1968048 51900 SH SOLE 51900 0 0 BERKSHIRE HATHAWAY CLASS B 084670702 11410810 27135 SH SOLE 27135 0 0 CATERPILLAR INC COMMON 149123101 3609336 9850 SH SOLE 9850 0 0 CHEVRON CORP COMMON 166764100 203485 1290 SH SOLE 1290 0 0 COCA-COLA CO COMMON 191216100 223980 3661 SH SOLE 3661 0 0 COMCAST CORP CLASS A 20030N101 801975 18500 SH SOLE 18500 0 0 CUMMINS INC COMMON 231021106 2519258 8550 SH SOLE 8550 0 0 FEDEX CORP COMMON 31428X106 2948104 10175 SH SOLE 10175 0 0 FREEPORT-MCMORAN INC COMMON 35671D857 4328661 92060 SH SOLE 92060 0 0 ISHARES LATN AMER 40 ETF 464287390 1956814 68805 SH SOLE 54245 0 14560 ISHARES MSCI ACWI US ETF 464288240 8617413 161405 SH SOLE 128585 0 32820 ISHARES EAFE SML CP ETF 464288273 236854 3740 SH SOLE 3020 0 720 ISHARES U.S. MED DVC ETF 464288810 6255654 106770 SH SOLE 101290 0 5480 ISHARES INC MSCI CDA INDEX 464286509 2290484 59835 SH SOLE 48375 0 11460 ISHARES INC MSCI EMERG MRKT 464286533 289175 5110 SH SOLE 4050 0 1060 ISHARES INC MSCI MEXICO CAPPED E 464286822 1848498 26670 SH SOLE 21320 0 5350 ISHARES INC MSCI TAIWAN ETF 46434G772 2099568 43130 SH SOLE 34730 0 8400 ISHARES INC MSCI JAPAN ETF 46434G822 2437459 34162 SH SOLE 27132 0 7030 ISHARES MSCI INDIA INDEX FUND 46429B598 2111837 40935 SH SOLE 32515 0 8420 ISHARES TR ISHARES BIOTECH 464287556 11367030 82838 SH SOLE 78688 0 4150 ISHARES TR CORE S&P SMALL-CAP 464287804 26882332 243235 SH SOLE 230655 0 12580 ISHARES TR NATL AMT FREE MUNI B 464288414 295900 2750 SH SOLE 2750 0 0 ISHARES TR PFD AND INCM SEC 464288687 655558 20340 SH SOLE 19740 0 600 JPMORGAN CHASE & CO COMMON 46625H100 3343007 16690 SH SOLE 16690 0 0 LYONDELLBASELL INDUS SHARES A N53745100 542084 5300 SH SOLE 5300 0 0 MACYS INC COMMON 55616P104 2329035 116510 SH SOLE 116510 0 0 MATTEL INC COMMON 577081102 1907703 96300 SH SOLE 96300 0 0 MERCADOLIBRE INC COMMON 58733R102 2918083 1930 SH SOLE 1930 0 0 META PLATFORMS INC COM USD0.000006 CL A 30303M102 4224546 8700 SH SOLE 8700 0 0 MICROSOFT CORP COMMON 594918104 8305013 19740 SH SOLE 19740 0 0 OCCIDENTAL PETE CORP COMMON 674599105 2697085 41500 SH SOLE 41500 0 0 OPKO HEALTH INC COMMON 68375N103 23400 19500 SH SOLE 19500 0 0 PROSHARES TR ETF PSHS ULSHT 7-10Y 74347R313 807360 34800 SH SOLE 34800 0 0 SELECT SECTOR SPDR SBI INT-ENERGY 81369Y506 12526559 132682 SH SOLE 128062 0 4620 SELECT SECTOR SPDR AMEX INDUSTRIAL SEL 81369Y704 4625251 36720 SH SOLE 36720 0 0 SPDR S&P 500 ETF TR UNITS SER 1 S&P 78462F103 43269397 82722 SH SOLE 82412 45 265 SPDR S&P MIDCAP 400 UTSER1 S&PDCRP 78467Y107 24963999 44867 SH SOLE 44257 80 530 SPDR S&P MTLS&MNG SPDR SERIES TRUST 78464A755 2702413 44831 SH SOLE 44831 0 0 SPDR SER TR SPDR NUVEEN BBG MUNI 78468R721 890557 19160 SH SOLE 19160 0 0 SPDR SERIES TRUST AEROSPACE DEF 78464A631 23243024 165419 SH SOLE 156959 0 8460 SPDR SERIES TRUST SPDR REGIONAL BKG 78464A698 7951279 158140 SH SOLE 149980 0 8160 UNITED RENTALS INC COMMON 911363109 6215968 8620 SH SOLE 8620 0 0 VANGUARD BD INDEX FD ETF SHORT TRM BOND 921937827 874805 11410 SH SOLE 11410 0 0 VANGUARD BD INDEX FD TOTAL BND MRKT ETF 921937835 343177 4725 SH SOLE 4725 0 0 VANGUARD INDEX TR GROWTH 922908736 2867186 8330 SH SOLE 8030 40 260 VANGUARD INTL EQ IND PACIFIC 922042866 217446 2860 SH SOLE 2280 0 580 VANGUARD INTL EQ IND FTSE EUROPE ETF 922042874 354208 5260 SH SOLE 4050 0 1210 WALT DISNEY CO COM 254687106 1743630 14250 SH SOLE 14250 0 0 WELLS FARGO & CO COMMON 949746101 654948 11300 SH SOLE 11300 0 0 WISDOMTREE TR JAPAN HEDGE EQT 97717W851 1358420 12520 SH SOLE 10040 0 2480