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| Happy Holidays!! thanks for using AUM13F!! |
| Cumberland Advisors Inc
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| CRD # | 107964 |
| SEC # | 801-55344 |
| CIK # | 0001255435 |
| AUM | $3.3 B (2025-04-11) |
| Employees | 44 (41% Investors, 0% Brokers) |
| Phone | 800-257-7013 |
| Address | 1 South School Avenue Sarasota, FL 34237 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 9.9 | ||
| United Rentals Inc /DE | 6.1 | ||
| Facebook Inc | 5.7 | ||
| MercadoLibre Inc | 5.0 | ||
| Freeport McMoran Copper & Gold Inc | 4.0 | ||
| Apple Inc | 3.9 | ||
| Caterpillar Inc | 3.7 | ||
| Alphabet Inc | 3.6 | ||
| Cummins Inc | 2.7 | ||
| Bank of America Corp /DE/ | 2.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,224 | 0.8 |
| (b) Individuals (high net worth individuals) | 685 | 1.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.0 |
| (g) Pension and profit sharing plans | 14 | 0.1 |
| (h) Charitable organizations | 32 | 0.4 |
| (i) State or municipal government entities | 5 | 0.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 102 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 2,550 | 3.3 |
| By Discretionary | ||
| Discretionary | 2,533 | 3.3 |
| Non-Discretionary | 17 | 0.0 |
| Total | 2,550 | 3.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.3 | |
| Total | 2,550 | 3.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001255435] |
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