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Crumly & Associates

Latest statistics and disclosures from Crumly & Associates's latest quarterly 13F-HR filing:

Top 5 stock holdings are DSTL, RDVY, HEFA, QQEW, DGRO, and represent 23.42% of Crumly & Associates's stock portfolio.
Added to shares of these 10 stocks: QQEW (+$13M), JAVA (+$12M), RDVY (+$11M), SDVY (+$5.7M), FCOM (+$5.3M), HEFA, HRTS, DGRO, IJH, DSTX.
Started 6 new stock positions in AXP, IEO, MUB, HRTS, LLY, CFG.
Reduced shares in these 10 stocks: IWY (-$13M), XLV (-$5.7M), FTGC, VONG, XLF, FXR, FDL, DSMC, DEUS, IBMO.
Sold out of its positions in CVS, VIOG.
Crumly & Associates was a net buyer of stock by $18M.
Crumly & Associates has $380M in assets under management (AUM), dropping by 10.68%.
Central Index Key (CIK): 0001759578

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Positions held by Crumly & Associates consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Crumly & Associates

Crumly & Associates holds 131 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Etf Ser Solutions Distillate Us (DSTL)	5.0	$19M		355k	53.91	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	5.0	$19M	+133%	340k	56.17	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	4.9	$19M	+34%	533k	34.88	View chart
First Tr Nas100 Eq Weighted SHS (QQEW)	4.2	$16M	+391%	130k	123.90	View chart
Ishares Tr Core Div Grwth (DGRO)	4.2	$16M	+26%	278k	58.06	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	3.5	$14M	+1233%	225k	59.89	View chart
Etf Ser Solutions Distillate Smlmd (DSMC)	3.4	$13M	-14%	348k	36.97	View chart
Dbx Etf Tr Xtrackers Russel (DEUS)	3.1	$12M	-14%	226k	52.17	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	3.0	$11M		73k	155.84	View chart
First Tr Exchange Traded Energy Alphadx (FXN)	2.9	$11M		580k	18.73	View chart
Etf Ser Solutions Distillate Intnl (DSTX)	2.6	$9.9M	+27%	406k	24.47	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	2.4	$9.1M	-58%	47k	195.10	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	2.3	$8.9M	-10%	185k	48.18	View chart
First Tr Exch Trd Alphdx India Nfty50 Eqw (NFTY)	2.1	$8.1M		142k	56.96	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	2.1	$7.9M		156k	50.74	View chart
Dbx Etf Tr Xtrackers Shrt (SHYL)	2.1	$7.8M	-4%	176k	44.53	View chart
First Tr Value Line Divid In SHS (FVD)	1.9	$7.4M		175k	42.23	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	1.9	$7.1M	-35%	82k	86.67	View chart
Ishares Tr Msci Intl Qualty (IQLT)	1.8	$6.9M		174k	39.66	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	1.7	$6.5M	+763%	186k	34.82	View chart
Ishares Tr Ibonds Dec 2029 (IBMR)	1.6	$6.1M	-21%	243k	25.25	View chart
Ishares Tr Ibonds Dec 28 (IBMQ)	1.6	$6.1M	-21%	240k	25.27	View chart
Ishares Tr Ibonds Dec 27 (IBMP)	1.6	$6.0M	-21%	240k	25.17	View chart
Select Sector Spdr Tr Energy (XLE)	1.6	$6.0M	-4%	63k	94.41	View chart
Fidelity Covington Trust Msci Commntn Svc (FCOM)	1.6	$5.9M	+863%	119k	49.56	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.6	$5.9M	-3%	12k	480.70	View chart
Ishares Tr Ibonds Dec 26 (IBMO)	1.5	$5.8M	-25%	228k	25.35	View chart
Ishares Tr Msci India Sm Cp (SMIN)	1.2	$4.5M	+3%	65k	70.27	View chart
Tema Etf Trust Obesity & Cardio (HRTS)	1.1	$4.4M	NEW	128k	34.18	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.9	$3.4M	+388%	56k	60.74	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.9	$3.3M		67k	49.90	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.9	$3.3M	+7%	67k	49.70	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.9	$3.3M	+55%	121k	27.01	View chart
Apple (AAPL)	0.9	$3.2M	+3%	19k	171.48	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.8	$2.9M	-66%	20k	147.73	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	0.7	$2.8M	-2%	115k	24.60	View chart
First Tr Exchange Traded Indls Prod Dur (FXR)	0.7	$2.8M	-50%	39k	72.96	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.7	$2.8M	-2%	62k	45.31	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.7	$2.8M	-5%	104k	27.04	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.6	$2.4M	-7%	83k	29.53	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.6	$2.3M		5.8k	397.76	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.6	$2.2M	+80%	42k	51.36	View chart
Spdr Ser Tr Russell Yield (ONEY)	0.6	$2.2M	-5%	20k	108.66	View chart
First Tr Exchange Traded Finls Alphadex (FXO)	0.5	$2.1M	-48%	44k	47.52	View chart
Select Sector Spdr Tr Financial (XLF)	0.5	$2.1M	-61%	49k	42.12	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.5	$1.9M		37k	50.74	View chart
Microsoft Corporation (MSFT)	0.4	$1.7M		4.0k	420.69	View chart
Cleveland-cliffs (CLF)	0.4	$1.6M	-4%	69k	22.74	View chart
First Tr Morningstar Divid L SHS (FDL)	0.4	$1.5M	-62%	40k	38.48	View chart
Broadcom (AVGO)	0.4	$1.5M		1.1k	1325.41	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.4	$1.4M	-8%	16k	89.67	View chart
Boeing Company (BA)	0.4	$1.3M		7.0k	192.99	View chart
Amazon (AMZN)	0.4	$1.3M	-5%	7.5k	180.38	View chart
Netflix (NFLX)	0.3	$1.3M		2.1k	607.33	View chart
Dbx Etf Tr Xtrackers Ftse (DEEF)	0.3	$1.2M	-3%	42k	29.64	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.2M		5.9k	200.31	View chart
Prologis (PLD)	0.3	$1.1M		8.6k	130.22	View chart
Merck & Co (MRK)	0.3	$1.0M		7.7k	131.94	View chart
Schlumberger Com Stk (SLB)	0.3	$963k	-27%	18k	54.81	View chart
East West Ban (EWBC)	0.2	$946k		12k	79.11	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$930k	NEW	8.6k	107.60	View chart
Bank of America Corporation (BAC)	0.2	$918k		24k	37.92	View chart
Totalenergies Se Sponsored Ads (TTE)	0.2	$901k	-3%	13k	68.83	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$865k		5.7k	150.93	View chart
Wal-Mart Stores (WMT)	0.2	$865k	+200%	14k	60.17	View chart
Fiserv (FI)	0.2	$772k		4.8k	159.82	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$764k		5.6k	136.04	View chart
Group 1 Automotive (GPI)	0.2	$730k		2.5k	292.18	View chart
MetLife (MET)	0.2	$722k		9.7k	74.11	View chart
BlackRock (BLK)	0.2	$704k		845.00	833.52	View chart
Cummins (CMI)	0.2	$690k		2.3k	294.62	View chart
Walt Disney Company (DIS)	0.2	$670k		5.5k	122.36	View chart
Charles Schwab Corporation (SCHW)	0.2	$667k	-2%	9.2k	72.34	View chart
Eli Lilly & Co. (LLY)	0.2	$667k	NEW	857.00	777.96	View chart
salesforce (CRM)	0.2	$662k		2.2k	301.18	View chart
Boston Scientific Corporation (BSX)	0.2	$656k		9.6k	68.49	View chart
Airbnb Com Cl A (ABNB)	0.2	$640k	-8%	3.9k	164.96	View chart
Ishares Tr Us Oil Gs Ex Etf (IEO)	0.2	$628k	NEW	5.9k	106.97	View chart
Pimco Access Income Fund Shs Benfin Int (PAXS)	0.2	$625k		40k	15.73	View chart
Comcast Corp Cl A (CMCSA)	0.2	$620k		14k	43.35	View chart
HSBC HLDGS Spon Adr New (HSBC)	0.2	$617k		16k	39.36	View chart
Pitney Bowes (PBI)	0.2	$601k		139k	4.33	View chart
BP Sponsored Adr (BP)	0.2	$598k		16k	37.68	View chart
TJX Companies (TJX)	0.2	$588k		5.8k	101.42	View chart
International Flavors & Fragrances (IFF)	0.2	$587k		6.8k	85.99	View chart
Kla Corp Com New (KLAC)	0.2	$587k		840.00	698.57	View chart
Freeport-mcmoran CL B (FCX)	0.2	$587k		13k	47.02	View chart
Alexandria Real Estate Equities (ARE)	0.2	$584k		4.5k	128.90	View chart
Metropcs Communications (TMUS)	0.2	$583k		3.6k	163.22	View chart
Ball Corporation (BALL)	0.2	$577k		8.6k	67.36	View chart
Olin Corp Com Par $1 (OLN)	0.1	$568k		9.7k	58.80	View chart
Marvell Technology (MRVL)	0.1	$567k		8.0k	70.88	View chart
Visa Com Cl A (V)	0.1	$567k		2.0k	279.13	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.1	$567k		8.1k	69.77	View chart
Chevron Corporation (CVX)	0.1	$549k	+9%	3.5k	157.74	View chart
EOG Resources (EOG)	0.1	$548k	+101%	4.3k	127.84	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$547k		1.2k	444.13	View chart
Nxp Semiconductors N V (NXPI)	0.1	$538k		2.2k	247.77	View chart
Cisco Systems (CSCO)	0.1	$532k	+2%	11k	49.91	View chart
First Industrial Realty Trust (FR)	0.1	$528k		10k	52.54	View chart
NiSource (NI)	0.1	$514k	+3%	19k	27.66	View chart
Medtronic SHS (MDT)	0.1	$506k		5.8k	87.16	View chart
Kraft Heinz (KHC)	0.1	$503k		14k	36.90	View chart
Avery Dennison Corporation (AVY)	0.1	$491k		2.2k	223.28	View chart
American Express Company (AXP)	0.1	$486k	NEW	2.1k	227.69	View chart
Pepsi (PEP)	0.1	$477k	+5%	2.7k	175.02	View chart
Coca-Cola Company (KO)	0.1	$474k	+6%	7.8k	61.18	View chart
PNC Financial Services (PNC)	0.1	$474k		2.9k	161.60	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.1	$452k		7.0k	64.15	View chart
Tractor Supply Company (TSCO)	0.1	$441k	+23%	1.7k	261.72	View chart
Astrazeneca Sponsored Adr (AZN)	0.1	$436k	+3%	6.4k	67.75	View chart
Eaton Corp SHS (ETN)	0.1	$367k	+31%	1.2k	312.68	View chart
Fidelity Covington Trust Msci Consm Dis (FDIS)	0.1	$348k		4.2k	82.48	View chart
ConAgra Foods (CAG)	0.1	$343k	+4%	12k	29.64	View chart
First Trust Lrgcp Gwt Alphad Com Shs (FTC)	0.1	$330k	-15%	2.7k	123.28	View chart
Enterprise Products Partners (EPD)	0.1	$316k		11k	29.18	View chart
UnitedHealth (UNH)	0.1	$307k		620.00	494.65	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$305k		583.00	522.92	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.1	$293k	-93%	12k	23.72	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.1	$293k		2.5k	115.78	View chart
Nustar Energy Unit Com (NS)	0.1	$288k		12k	23.27	View chart
Fidelity Covington Trust Msci Indl Indx (FIDU)	0.1	$283k		4.2k	67.81	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$276k		6.6k	42.01	View chart
McDonald's Corporation (MCD)	0.1	$248k	-11%	879.00	281.80	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$227k		2.0k	115.30	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$224k		9.8k	22.75	View chart
Pfizer (PFE)	0.1	$222k	+9%	8.0k	27.75	View chart
Citizens Financial (CFG)	0.1	$219k	NEW	6.0k	36.29	View chart
Pimco Dynamic Income Oprnts Com Ben Shs (PDO)	0.0	$165k		13k	13.17	View chart
Purple Innovatio (PRPL)	0.0	$86k		49k	1.74	View chart
Lloyds Banking Group Sponsored Adr (LYG)	0.0	$72k		28k	2.59	View chart

Past Filings by Crumly & Associates

SEC 13F filings are viewable for Crumly & Associates going back to 2019

Crumly & Associates 2024 Q1 filed May 1, 2024
Crumly & Associates 2023 Q4 restated filed Jan. 29, 2024
Crumly & Associates 2023 Q4 filed Jan. 29, 2024
Crumly & Associates 2023 Q3 filed Nov. 2, 2023
Crumly & Associates 2023 Q2 filed July 21, 2023
Crumly & Associates 2023 Q1 filed April 24, 2023
Crumly & Associates 2022 Q4 filed March 3, 2023
Crumly & Associates 2022 Q3 filed Oct. 25, 2022
Crumly & Associates 2022 Q2 filed Aug. 1, 2022
Crumly & Associates 2022 Q1 filed May 2, 2022
Crumly & Associates 2021 Q4 filed Feb. 4, 2022
Crumly & Associates 2021 Q3 filed Oct. 20, 2021
Crumly & Associates 2021 Q2 filed Aug. 9, 2021
Crumly & Associates 2021 Q1 filed April 27, 2021
Crumly & Associates 2020 Q4 filed Jan. 25, 2021
Crumly & Associates 2020 Q3 filed Oct. 21, 2020

View all past filings

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