0001255435-24-000001.txt : 20240129 0001255435-24-000001.hdr.sgml : 20240129 20240129102004 ACCESSION NUMBER: 0001255435-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240129 DATE AS OF CHANGE: 20240129 EFFECTIVENESS DATE: 20240129 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: 24571014 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 12-31-2023 12-31-2023 CUMBERLAND ADVISORS INC

2 N. TAMIAMI TR SUITE 303 SARASOTA FL 34236

13F HOLDINGS REPORT 028-11051 N Timothy Lyle 8002577013 Timothy Lyle Sarasota FL 01-29-2024 0 53 232982150 false INFORMATION TABLE 2 inftable.xml ADOBE INC COMMON 00724F101 2860697 4795 SH SOLE 4795 0 0 ALIBABA GROUP HLDG SPN ADS 8 ORD SHS 01609W102 862299 11125 SH SOLE 11125 0 0 ALPHABET INC CLASS C 02079K107 2818600 20000 SH SOLE 20000 0 0 ALPHABET INC CLASS A 02079K305 220710 1580 SH SOLE 1580 0 0 AMAZON COM INC COMMON 023135106 1470779 9680 SH SOLE 9680 0 0 APPLE INC COMMON 037833100 3751832 19487 SH SOLE 19487 0 0 BANK OF AMERICA CORP COMMON 060505104 1764308 52400 SH SOLE 52400 0 0 BERKSHIRE HATHAWAY CLASS B 084670702 9194695 25780 SH SOLE 25780 0 0 CATERPILLAR INC COMMON 149123101 2912350 9850 SH SOLE 9850 0 0 COCA-COLA CO COMMON 191216100 233422 3961 SH SOLE 3961 0 0 COMCAST CORP CLASS A 20030N101 811225 18500 SH SOLE 18500 0 0 CUMMINS INC COMMON 231021106 2048324 8550 SH SOLE 8550 0 0 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 182284 13209 SH SOLE 13209 0 0 FEDEX CORP COMMON 31428X106 2573970 10175 SH SOLE 10175 0 0 FREEPORT-MCMORAN INC COMMON 35671D857 3918994 92060 SH SOLE 92060 0 0 ISHARES LATN AMER 40 ETF 464287390 2065149 71065 SH SOLE 56505 0 14560 ISHARES MSCI ACWI US ETF 464288240 7592710 148760 SH SOLE 123080 0 25680 ISHARES EAFE SML CP ETF 464288273 231506 3740 SH SOLE 3020 0 720 ISHARES MICRO-CAP ETF 464288869 4656980 40136 SH SOLE 38996 0 1140 ISHARES INC MSCI CDA INDEX 464286509 2220424 60535 SH SOLE 49075 0 11460 ISHARES INC MSCI EMERG MRKT 464286533 284065 5110 SH SOLE 4050 0 1060 ISHARES INC MSCI MEXICO CAPPED E 464286822 1833986 27030 SH SOLE 21620 0 5410 ISHARES INC MSCI TAIWAN ETF 46434G772 2014273 43760 SH SOLE 35360 0 8400 ISHARES INC MSCI JAPAN ETF 46434G822 2101996 32772 SH SOLE 27782 0 4990 ISHARES MSCI INDIA INDEX FUND 46429B598 2034645 41685 SH SOLE 33265 0 8420 ISHARES TR ISHARES BIOTECH 464287556 11816641 86983 SH SOLE 84483 0 2500 ISHARES TR CORE S&P SMALL-CAP 464287804 19876757 183619 SH SOLE 177619 0 6000 ISHARES TR NATL AMT FREE MUNI B 464288414 516032 4760 SH SOLE 4760 0 0 ISHARES TR PFD AND INCM SEC 464288687 634405 20340 SH SOLE 19740 0 600 JPMORGAN CHASE & CO COMMON 46625H100 2764125 16250 SH SOLE 16250 0 0 LYONDELLBASELL INDUS SHARES A N53745100 503924 5300 SH SOLE 5300 0 0 MACYS INC COMMON 55616P104 2344181 116510 SH SOLE 116510 0 0 MATTEL INC COMMON 577081102 1855904 98300 SH SOLE 98300 0 0 MERCADOLIBRE INC COMMON 58733R102 3033072 1930 SH SOLE 1930 0 0 META PLATFORMS INC COM USD0.000006 CL A 30303M102 3504204 9900 SH SOLE 9900 0 0 MICROSOFT CORP COMMON 594918104 7315858 19455 SH SOLE 19455 0 0 OCCIDENTAL PETE CORP COMMON 674599105 2477965 41500 SH SOLE 41500 0 0 OPKO HEALTH INC COMMON 68375N103 29445 19500 SH SOLE 19500 0 0 PROSHARES TR PSHS ULTSH 20YRS 74347B201 266817 8835 SH SOLE 8835 0 0 PROSHARES TR ETF PSHS ULSHT 7-10Y 74347R313 800308 36115 SH SOLE 36115 0 0 SELECT SECTOR SPDR SBI INT-ENERGY 81369Y506 3368485 40177 SH SOLE 40177 0 0 SELECT SECTOR SPDR AMEX INDUSTRIAL SEL 81369Y704 4050065 35530 SH SOLE 35530 0 0 SPDR S&P 500 ETF TR UNITS SER 1 S&P 78462F103 38975420 82000 SH SOLE 81500 45 455 SPDR S&P MIDCAP 400 UTSER1 S&PDCRP 78467Y107 22286159 43924 SH SOLE 43284 80 560 SPDR S&P MTLS&MNG SPDR SERIES TRUST 78464A755 12641541 211291 SH SOLE 202651 0 8640 SPDR SERIES TRUST AEROSPACE DEF 78464A631 24544740 181249 SH SOLE 172159 0 9090 UNITED RENTALS INC COMMON 911363109 5200919 9070 SH SOLE 9070 0 0 VANGUARD BD INDEX FD ETF SHORT TRM BOND 921937827 808941 10503 SH SOLE 10503 0 0 VANGUARD BD INDEX FD TOTAL BND MRKT ETF 921937835 318030 4324 SH SOLE 4324 0 0 VANGUARD INTL EQ IND PACIFIC 922042866 206006 2860 SH SOLE 2280 0 580 VANGUARD INTL EQ IND FTSE EUROPE ETF 922042874 339165 5260 SH SOLE 4050 0 1210 WALT DISNEY CO COM 254687106 1286632 14250 SH SOLE 14250 0 0 WELLS FARGO & CO COMMON 949746101 556186 11300 SH SOLE 11300 0 0