Crumly & Associates

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

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Portfolio Holdings for Crumly & Associates

Crumly & Associates holds 193 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
J P Morgan Exchange Traded F Active Growth (JGRO) 7.0 $32M 339k 93.75
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First Tr Exchange Traded Risng Divd Achiv (RDVY) 5.4 $25M +4% 365k 67.26
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Etf Ser Solutions Distillate Us (DSTL) 4.8 $22M +5% 379k 57.96
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Ishares Tr Hdg Msci Eafe (HEFA) 3.8 $17M +2% 439k 39.61
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Vanguard World Mega Cap Val Etf (MGV) 3.3 $15M +9% 111k 137.74
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First Tr Exchange-traded Smid Risng Etf (SDVY) 3.3 $15M +2% 396k 38.02
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Tidal Trust Ii Hilton Small-mid (SMCO) 3.0 $14M +13% 501k 26.95
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Etf Ser Solutions Distillate Intnl (DSTX) 2.9 $13M +2% 432k 30.32
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First Tr Exchange Traded Nasd Tech Div (TDIV) 2.7 $13M +2% 126k 98.59
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Ishares Tr Rus Tp200 Gr Etf (IWY) 2.5 $11M 41k 273.65
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Janus Detroit Str Tr Henderson Securi (JSI) 2.4 $11M +7% 209k 52.27
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First Tr Exch Trd Alphdx India Nfty50 Eqw (NFTY) 2.3 $11M +5% 184k 56.92
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First Tr Exchange Traded Rba Indl Etf (AIRR) 2.2 $9.9M +2% 102k 96.68
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Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 2.1 $9.7M +27% 155k 62.22
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Fidelity Covington Trust Msci Commntn Svc (FCOM) 1.9 $8.9M 126k 70.97
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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.8 $8.4M -53% 165k 50.73
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Ishares Tr Core Div Grwth (DGRO) 1.8 $8.0M -4% 118k 68.08
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Fidelity Covington Trust Msci Info Tech I (FTEC) 1.6 $7.5M 34k 222.17
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.6 $7.5M 12k 612.38
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First Tr Exchange-traded SHS (FVD) 1.6 $7.4M 161k 46.24
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Ishares Tr Msci India Sm Cp (SMIN) 1.6 $7.2M +3% 101k 71.72
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 1.4 $6.4M -2% 53k 120.50
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) 1.3 $6.1M +3% 132k 46.24
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Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 1.3 $6.0M +6% 217k 27.75
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Dbx Etf Tr Xtrackers Russel (DEUS) 1.3 $5.7M -4% 99k 58.09
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Ishares Tr Msci Intl Qualty (IQLT) 1.2 $5.3M 120k 44.19
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Select Sector Spdr Tr Energy (XLE) 1.1 $5.2M +3% 58k 89.34
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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 1.1 $4.9M 97k 50.78
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Apple (AAPL) 1.1 $4.9M 19k 254.63
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First Tr Exchange-traded SHS (QQEW) 1.1 $4.8M 34k 141.11
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.0 $4.6M 7.0k 666.19
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Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 1.0 $4.5M +28% 89k 50.57
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First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.8 $3.8M +31% 79k 47.51
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Broadcom (AVGO) 0.7 $3.3M 10k 329.91
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Ishares Tr Core S&p Mcp Etf (IJH) 0.7 $3.2M 50k 65.26
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First Tr Exchange Traded Energy Alphadx (FXN) 0.7 $3.1M 193k 16.30
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First Tr Exchange-traded No Amer Energy (EMLP) 0.6 $2.8M 73k 38.29
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Microsoft Corporation (MSFT) 0.6 $2.7M +4% 5.2k 517.94
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.6 $2.7M 5.8k 463.74
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First Tr Exchange Traded Indls Prod Dur (FXR) 0.6 $2.7M 34k 78.06
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J P Morgan Exchange Traded F Active Value Etf (JAVA) 0.6 $2.6M -6% 38k 68.96
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J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.5 $2.3M +43% 45k 50.47
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Netflix (NFLX) 0.5 $2.3M +2% 1.9k 1198.92
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Select Sector Spdr Tr Financial (XLF) 0.5 $2.2M +3% 40k 53.87
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Ishares Tr National Mun Etf (MUB) 0.5 $2.2M +92% 20k 106.49
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Tesla Motors (TSLA) 0.5 $2.1M +7% 4.8k 444.72
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NVIDIA Corporation (NVDA) 0.5 $2.1M +6% 11k 186.58
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Amazon (AMZN) 0.4 $2.0M +3% 9.0k 219.57
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Dbx Etf Tr Xtrack Mun Infra (RVNU) 0.4 $1.9M +99% 78k 24.67
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JPMorgan Chase & Co. (JPM) 0.4 $1.9M 6.0k 315.42
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Ishares Tr Rus Mid Cap Etf (IWR) 0.4 $1.7M -20% 17k 96.55
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Schwab Strategic Tr Government Money (SGVT) 0.4 $1.7M NEW 17k 100.62
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Alphabet Cap Stk Cl A (GOOGL) 0.4 $1.6M +19% 6.7k 243.10
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First Tr Exchange Traded Finls Alphadex (FXO) 0.4 $1.6M -3% 27k 59.39
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Spdr Series Trust Russell Yield (ONEY) 0.3 $1.6M 14k 113.16
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Spdr Gold Tr Gold Shs (GLD) 0.3 $1.5M NEW 4.4k 355.47
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Wal-Mart Stores (WMT) 0.3 $1.5M +4% 14k 103.06
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.3 $1.5M 5.2k 279.27
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Dbx Etf Tr Xtrackers Ftse (DEEF) 0.3 $1.4M 41k 34.46
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $1.4M +67% 2.3k 600.48
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $1.3M -7% 2.8k 468.41
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Constellation Energy (CEG) 0.3 $1.2M +10% 3.7k 329.07
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Goldman Sachs (GS) 0.3 $1.2M +2% 1.5k 796.35
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Etf Ser Solutions Distillate Smlmd (DSMC) 0.3 $1.2M +4% 34k 35.88
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.3 $1.2M -6% 8.6k 139.17
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American Express Company (AXP) 0.3 $1.2M +75% 3.5k 332.16
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Crowdstrike Hldgs Cl A (CRWD) 0.2 $1.1M +7% 2.3k 490.38
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Prologis (PLD) 0.2 $1.0M +16% 9.0k 114.52
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Kla Corp Com New (KLAC) 0.2 $1.0M 953.00 1078.60
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Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI) 0.2 $969k NEW 35k 27.76
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Blackrock (BLK) 0.2 $957k 821.00 1165.42
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Enterprise Products Partners (EPD) 0.2 $938k +68% 30k 31.27
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First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.2 $932k 18k 50.70
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Charles Schwab Corporation (SCHW) 0.2 $888k +3% 9.3k 95.47
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East West Ban (EWBC) 0.2 $885k -4% 8.3k 106.45
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Meta Platforms Cl A (META) 0.2 $885k +11% 1.2k 734.39
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Palantir Technologies Cl A (PLTR) 0.2 $871k +21% 4.8k 182.42
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Newmont Mining Corporation (NEM) 0.2 $855k +18% 10k 84.31
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NiSource (NI) 0.2 $831k +4% 19k 43.30
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Metropcs Communications (TMUS) 0.2 $812k +2% 3.4k 239.38
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Merck & Co (MRK) 0.2 $793k +19% 9.4k 83.93
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Visa Com Cl A (V) 0.2 $782k +7% 2.3k 341.31
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First Tr Exchange-traded SHS (FDL) 0.2 $762k -12% 18k 43.41
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Medtronic SHS (MDT) 0.2 $716k +6% 7.5k 95.24
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PNC Financial Services (PNC) 0.2 $704k +6% 3.5k 200.93
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Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL) 0.2 $703k NEW 6.7k 105.65
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Fiserv (FI) 0.2 $702k +13% 5.4k 128.93
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Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.1 $675k 10k 66.87
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salesforce (CRM) 0.1 $672k +29% 2.8k 237.00
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Astrazeneca Sponsored Adr (AZN) 0.1 $654k +20% 8.5k 76.72
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Group 1 Automotive (GPI) 0.1 $650k -2% 1.5k 437.52
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Pimco Access Income Fund Shs Benfin Int (PAXS) 0.1 $647k 40k 16.27
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Chevron Corporation (CVX) 0.1 $641k +18% 4.1k 155.29
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $628k NEW 1.3k 502.74
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Marvell Technology (MRVL) 0.1 $623k +4% 7.4k 84.07
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Eli Lilly & Co. (LLY) 0.1 $599k +31% 785.00 763.00
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Pure Storage Cl A (PSTG) 0.1 $595k +68% 7.1k 83.81
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Nextera Energy (NEE) 0.1 $587k 7.8k 75.49
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EOG Resources (EOG) 0.1 $563k +38% 5.0k 112.12
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At&t (T) 0.1 $561k -2% 20k 28.24
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Boston Scientific Corporation (BSX) 0.1 $560k -4% 5.7k 97.63
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Cyberark Software SHS (CYBR) 0.1 $557k -5% 1.2k 483.15
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Comcast Corp Cl A (CMCSA) 0.1 $556k +39% 18k 31.42
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Eaton Corp SHS (ETN) 0.1 $554k +12% 1.5k 374.25
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Freeport-mcmoran CL B (FCX) 0.1 $552k +14% 14k 39.22
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Verizon Communications (VZ) 0.1 $544k +54% 12k 43.95
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Totalenergies Se Sponsored Ads (TTE) 0.1 $535k -2% 9.0k 59.69
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McDonald's Corporation (MCD) 0.1 $532k +72% 1.8k 303.93
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HSBC HLDGS Spon Adr New (HSBC) 0.1 $522k -3% 7.4k 70.98
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eBay (EBAY) 0.1 $512k +34% 5.6k 90.95
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Teledyne Technologies Incorporated (TDY) 0.1 $505k +19% 862.00 586.04
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Adobe Systems Incorporated (ADBE) 0.1 $505k +102% 1.4k 352.75
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $505k +111% 8.8k 57.10
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Spdr Series Trust Portfoli S&p1500 (SPTM) 0.1 $499k -12% 6.2k 80.65
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Applied Digital Corp Com New (APLD) 0.1 $498k 22k 22.94
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $491k NEW 8.2k 60.03
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Cummins (CMI) 0.1 $489k -16% 1.2k 422.54
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Honeywell International (HON) 0.1 $484k +24% 2.3k 210.52
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Qualcomm (QCOM) 0.1 $473k +39% 2.8k 166.36
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AutoNation (AN) 0.1 $464k +25% 2.1k 218.77
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Schlumberger Com Stk (SLB) 0.1 $463k -5% 14k 34.37
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Chart Industries (GTLS) 0.1 $458k +20% 2.3k 200.15
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Bank of America Corporation (BAC) 0.1 $447k -27% 8.7k 51.59
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Fidelity Covington Trust Msci Consm Dis (FDIS) 0.1 $434k 4.2k 102.87
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $428k +136% 1.7k 246.60
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First Tr Exchange-traded A Com Shs (FTC) 0.1 $421k 2.6k 160.66
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Kraft Heinz (KHC) 0.1 $420k +54% 16k 26.04
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Fortinet (FTNT) 0.1 $416k +53% 4.9k 84.08
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Ishares Gold Tr Ishares New (IAU) 0.1 $410k 5.6k 72.77
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Pepsi (PEP) 0.1 $409k +42% 2.9k 140.45
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Nxp Semiconductors N V (NXPI) 0.1 $409k +63% 1.8k 227.73
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Emerson Electric (EMR) 0.1 $401k +25% 3.1k 131.19
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Vanguard World Inf Tech Etf (VGT) 0.1 $399k -15% 535.00 746.63
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Amgen (AMGN) 0.1 $396k +22% 1.4k 282.20
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MetLife (MET) 0.1 $377k -12% 4.6k 82.36
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Ishares Silver Tr Ishares (SLV) 0.1 $365k 8.6k 42.37
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $355k 4.8k 73.46
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Fidelity Covington Trust Msci Indl Indx (FIDU) 0.1 $342k 4.2k 81.93
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Air Products & Chemicals (APD) 0.1 $335k +54% 1.2k 272.72
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Cisco Systems (CSCO) 0.1 $326k -9% 4.8k 68.42
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $324k NEW 6.1k 53.40
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Citizens Financial (CFG) 0.1 $321k 6.0k 53.16
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TJX Companies (TJX) 0.1 $316k -2% 2.2k 144.54
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Ball Corporation (BALL) 0.1 $316k +52% 6.3k 50.42
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American Tower Reit (AMT) 0.1 $313k +56% 1.6k 192.32
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Ameren Corporation (AEE) 0.1 $312k 3.0k 104.38
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Gentex Corporation (GNTX) 0.1 $307k NEW 11k 28.30
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Kkr & Co (KKR) 0.1 $301k +52% 2.3k 129.95
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Travelers Companies (TRV) 0.1 $300k NEW 1.1k 279.22
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Etf Ser Solutions Vident Us Bond (VBND) 0.1 $293k NEW 6.6k 44.26
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Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $291k NEW 17k 17.16
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Kinder Morgan (KMI) 0.1 $290k NEW 10k 28.31
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $286k 2.0k 145.65
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Exxon Mobil Corporation (XOM) 0.1 $286k NEW 2.5k 112.77
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Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $282k -68% 1.4k 203.59
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Blackstone Mtg Tr Com Cl A (BXMT) 0.1 $282k NEW 15k 18.41
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Ishares Tr Core S&p500 Etf (IVV) 0.1 $279k NEW 417.00 669.30
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Chesapeake Energy Corp (EXE) 0.1 $277k NEW 2.6k 106.24
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Ishares Tr Us Home Cons Etf (ITB) 0.1 $271k 2.5k 107.26
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $269k NEW 2.8k 96.46
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Lithia Motors (LAD) 0.1 $266k NEW 842.00 316.00
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W.R. Berkley Corporation (WRB) 0.1 $263k NEW 3.4k 76.62
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Coca-Cola Company (KO) 0.1 $259k NEW 3.9k 66.32
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Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $254k NEW 773.00 328.05
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Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $252k 578.00 435.46
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Ishares Tr Ishs 5-10yr Invt (IGIB) 0.1 $250k NEW 4.6k 54.09
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Vanguard Index Fds Small Cp Etf (VB) 0.1 $247k 970.00 254.28
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Ishares Msci Germany Etf (EWG) 0.1 $245k NEW 5.9k 41.61
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Spdr Series Trust Ice Pfd Sec Etf (PSK) 0.1 $244k NEW 7.4k 33.07
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Ishares Tr Rus Top 200 Etf (IWL) 0.1 $244k -57% 1.5k 166.10
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Pitney Bowes (PBI) 0.1 $241k -16% 21k 11.41
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Abbvie (ABBV) 0.1 $239k NEW 1.0k 231.51
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Purple Innovatio (PRPL) 0.1 $238k 255k 0.93
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Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) 0.1 $236k 4.7k 50.01
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Ishares Tr Select Divid Etf (DVY) 0.0 $228k NEW 1.6k 142.10
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Hershey Company (HSY) 0.0 $219k NEW 1.2k 187.05
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Spdr Series Trust Bloomberg Sht Te (SJNK) 0.0 $219k NEW 8.5k 25.60
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Alliant Energy Corporation (LNT) 0.0 $213k NEW 3.2k 67.41
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Starwood Property Trust (STWD) 0.0 $212k NEW 11k 19.37
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Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.0 $212k NEW 8.6k 24.70
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Ishares Tr Russell 2000 Etf (IWM) 0.0 $212k NEW 875.00 241.96
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Alliancebernstein Hldg Unit Ltd Partn (AB) 0.0 $210k NEW 5.5k 38.22
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Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.0 $209k NEW 2.3k 89.77
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Ishares Tr S&p 500 Val Etf (IVE) 0.0 $208k NEW 1.0k 206.51
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $206k NEW 988.00 208.71
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Raytheon Technologies Corp (RTX) 0.0 $205k NEW 1.2k 167.27
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Altria (MO) 0.0 $201k -27% 3.0k 66.06
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Vanguard Index Fds Growth Etf (VUG) 0.0 $201k NEW 419.00 479.61
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Tractor Supply Company (TSCO) 0.0 $201k NEW 3.5k 56.87
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First Tr Exchange Traded Indxx Nat Re Etf (FTRI) 0.0 $188k -29% 12k 15.19
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Pimco Dynamic Income Oprnts Com Ben Shs (PDO) 0.0 $177k 13k 14.12
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Rithm Capital Corp Com New (RITM) 0.0 $162k NEW 14k 11.39
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Lloyds Banking Group Sponsored Adr (LYG) 0.0 $124k -10% 27k 4.54
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Past Filings by Crumly & Associates

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

View all past filings