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Cumberland Advisors Inc
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CRD # | 107964 |
SEC # | 801-55344 |
CIK # | 0001255435 |
AUM | $3.4 BB (2024-03-22) |
Employees | 44 (36% Investors, 0% Brokers) |
Phone | 800-257-7013 |
Address | One Sarasota Tower Sarasota, FL 34236 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
Total AUM ($BB) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
MSFT | 1,918,222.4 | 8.6 | |
URI | 17,758.9 | 5.1 | |
FCX | 44,631.0 | 4.3 | |
META | 434,852.0 | 4.1 | |
AAPL | 2,382,844.0 | 3.8 | |
GOOG | 1,482,566.4 | 3.5 | |
CAT | 99,975.7 | 3.3 | |
MELI | 33,501.4 | 3.1 | |
FDX | 62,226.1 | 2.9 | |
OXY | 57,834.1 | 2.5 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 1,230 | 0.8 |
(b) Individuals (high net worth individuals) | 719 | 1.7 |
(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 | 18 | 0.1 |
(h) Charitable organizations | 35 | 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 | 116 | 0.3 |
(n) Other | 0 | 0.0 |
Total | 2,608 | 3.4 |
By Discretionary | ||
Discretionary | 2,594 | 3.4 |
Non-Discretionary | 14 | 0.0 |
Total | 2,608 | 3.4 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 3.4 | |
Total | 2,608 | 3.4 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001255435] |
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Stifel Independent Advisors LLC
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|
MO | 3.6 |
Cain Watters & Associates LLC
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TX | 3.5 |
Next Financial Group Inc
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TX | 3.5 |
Willis Investment Counsel Inc
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GA | 3.5 |
Creativeone Wealth LLC
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KS | 3.4 |
Matter LLC
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MO | 3.4 |
Stonex Advisors Inc
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AL | 3.3 |
NWAM LLC
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|
WA | 3.3 |
IFG Advisory LLC
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GA | 3.3 |
Western Wealth Management LLC
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|
CO | 3.3 |