Cumberland Advisors Inc

Cumberland Advisors Inc, legally registered as CUMBERLAND ADVISORS INC, is a Florida-based financial firm serving 2114 clients. With 35 employees, including 15 advisors, the firm provides financial advisory services to individuals, institutions, and municipalities. Its SEC status is listed as Approved, dating back to February 27th, 1998.

• DAISY GLORIA LOPEZ

  EXECUTIVE VICE PRESIDENT, DIRECTOR, SHAREHOLDER owns more than 10% but less than 25%

• DAVID EMERSON SPARKS

  DIRECTOR, SHAREHOLDER owns more than 10% but less than 25%

• DAVID RAPHAEL KOTOK

  CHAIRMAN, DIRECTOR, CIO, SHAREHOLDER owns more than 10% but less than 25%

• DONNA LEE SOOY

  SR. VICE PRESIDENT, SHAREHOLDER owns less than 5%

• JEROME IRWIN MARCUS

  DIRECTOR, SHAREHOLDER owns more than 5% but less than 10%

• JOHN ROBERT MOUSSEAU

  PRESIDENT, CEO, DIRECTOR, SHAREHOLDER owns more than 10% but less than 25%

• LAWRENCE EDWARD DONATO

  DIRECTOR, SHAREHOLDER owns more than 5% but less than 10%

• MARIBEL NO MIDDLE NAME ECHEVARRIA

  SR. VICE PRESIDENT, SHAREHOLDER owns less than 5%

• MATTHEW CRAIG MCALEER

  EXECUTIVE VICE PRESIDENT, DIRECTOR, SHAREHOLDER owns less than 5%

• MICHAEL DENNIS MCNIVEN

  SR. VICE PRESIDENT, SHAREHOLDER owns less than 5%

• PATRICIA MARY HEALY

  SR VICE PRESIDENT, SHAREHOLDER owns less than 5%

• PHYLLIS ANN STREIT

  CFO, SECRETARY, TREASURER, DIRECTOR, SHAREHOLDER owns more than 5% but less than 10%

• ROBERT ALLEN EISENBEIS

  VICE CHAIRMAN, DIRECTOR, SHAREHOLDER owns more than 5% but less than 10%

• TIMOTHY JAMES LYLE

  CHIEF COMPLIANCE OFFICER owns less than 5%

• J L Bainbridge & Co Inc
• LPF Advisors LLC
• Vimvest Securities LLC
• Truadvice LLC
• Global Financial Private Capital LLC
• KENNON FINANCIAL
• Global Financial Private Client LLC
• DH Logix LLC
• Compound Family Offices LLC
• Walsh & Associates LLC

• Navigating the Tides of Change: How Cumberland Advisors' Portfolio Evolved from Q4 2023 to Q1 2024
• Cumberland Advisors Inc Q1 2023 vs. Q2 2023: A Comprehensive Analysis of Holdings
• Investing in the Q3 vs Q4 2022: A Close Look into Cumberland Advisors' 13F Holdings

• SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP $27,267k
• SPDR SERIES TRUST $21,633k
• SPDR S&P 500 ETF TR TR UNIT $20,992k
• SPDR SERIES TRUST $18,691k
• SPDR SERIES TRUST $18,053k
• ISHARES TR U.S. MED DVC ETF $15,342k
• SELECT SECTOR SPDR TR SBI HEALTHCARE $14,189k
• VANECK VECTORS ETF TR GOLD MINERS ETF $13,569k
• ISHARES RUS $10,356k
• ISHARES INC CORE MSCI EMKT $9,296k