Crumly & Associates

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

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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

Companies in the Crumly & Associates portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus Tp200 Gr Etf (IWY) 7.9 $14M 101k 134.54
First Tr Value Line Divid In SHS (FVD) 7.1 $12M -6% 321k 37.98
Ishares Tr Core Div Grwth (DGRO) 6.8 $12M +63% 240k 48.27
First Tr Exchange-traded Dj Internt Idx (FDN) 4.3 $7.3M +2% 34k 218.07
Fidelity Covington Trust Msci Consm Dis (FDIS) 4.1 $7.1M +7% 93k 76.34
First Tr Exchange-traded Cap Strength Etf (FTCS) 4.1 $7.1M -10% 100k 70.82
Ishares Esg Awr Msci Em (ESGE) 3.8 $6.4M +8% 149k 43.31
Ishares Tr Msci Intl Qualty (IQLT) 3.7 $6.4M +5% 176k 36.44
Ishares Tr Core S&p Mcp Etf (IJH) 3.7 $6.4M +38% 25k 260.29
First Tr Exchange-traded Risng Divd Achiv (RDVY) 3.6 $6.2M +19% 136k 45.49
First Tr Exchange-traded Ny Arca Biotech (FBT) 3.3 $5.7M -7% 35k 160.50
First Tr Exchange Traded Energy Alphadx (FXN) 3.3 $5.6M +72% 555k 10.12
First Tr Exchange Traded Intl Equity Opp (FPXI) 3.2 $5.5M +30% 83k 65.95
First Tr Exchange Traded Finls Alphadex (FXO) 2.6 $4.5M NEW 108k 41.60

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Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.4 $4.2M 12k 364.33
Fidelity Covington Trust Msci Info Tech I (FTEC) 2.2 $3.8M -36% 36k 105.85
Select Sector Spdr Tr Energy (XLE) 2.1 $3.6M NEW 73k 49.06
Ishares Tr Eafe Sml Cp Etf (SCZ) 1.9 $3.2M NEW 45k 71.85
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.8 $3.0M 9.5k 319.09
Fidelity Covington Trust Msci Indl Indx (FIDU) 1.7 $2.9M +192% 55k 52.08
Apple (AAPL) 1.4 $2.3M -13% 19k 122.16
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 1.3 $2.3M -32% 54k 41.82
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 1.2 $2.0M +84% 41k 50.19
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 1.2 $2.0M -7% 55k 36.32
Pimco Dynamic Income Oprnts Com Ben Shs (PDO) 1.0 $1.7M NEW 85k 20.08
Wal-Mart Stores (WMT) 0.9 $1.6M +18% 12k 135.83
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.8 $1.3M +10% 26k 51.33
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.8 $1.3M +10% 23k 56.45
Cleveland-cliffs (CLF) 0.7 $1.2M +16% 58k 20.12
Pimco Etf Tr Active Bd Etf (BOND) 0.7 $1.1M -3% 10k 109.49
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.6 $1.1M -4% 21k 52.85
Ishares Tr Yld Optim Bd (BYLD) 0.6 $1.1M -6% 44k 24.92
Amazon (AMZN) 0.6 $1.1M -21% 355.00 3092.96
Microsoft Corporation (MSFT) 0.6 $1.1M +2% 4.6k 235.77
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM) 0.5 $935k -10% 36k 26.37
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.5 $884k +47% 15k 58.99
Walt Disney Company (DIS) 0.5 $855k +27% 4.6k 184.43
J P Morgan Exchange-traded F Div Rtn Em Eqt (JPEM) 0.5 $840k -16% 15k 56.54
JPMorgan Chase & Co. (JPM) 0.5 $781k +26% 5.1k 152.27
Pfizer (PFE) 0.5 $777k +30% 21k 36.25
Prologis (PLD) 0.4 $660k +4% 6.2k 106.04
Broadcom (AVGO) 0.3 $583k +29% 1.3k 463.80
BioMarin Pharmaceutical (BMRN) 0.3 $569k +84% 7.5k 75.48
salesforce (CRM) 0.3 $543k +52% 2.6k 211.94
Merck & Co (MRK) 0.3 $506k +11% 6.6k 77.06
Fiserv (FISV) 0.3 $505k +34% 4.2k 119.10
Schlumberger (SLB) 0.3 $499k NEW 18k 27.21
Lockheed Martin Corporation (LMT) 0.3 $490k +46% 1.3k 369.81
General Mills (GIS) 0.3 $485k +12% 7.9k 61.26
Boeing Company (BA) 0.3 $482k -29% 1.9k 254.49
Visa Com Cl A (V) 0.3 $467k -20% 2.2k 211.70
Metropcs Communications (TMUS) 0.3 $455k +64% 3.6k 125.24
Cisco Systems (CSCO) 0.3 $446k +50% 8.6k 51.73
Mastercard Incorporated Cl A (MA) 0.3 $443k 1.2k 356.40
CVS Caremark Corporation (CVS) 0.2 $419k +20% 5.6k 75.22
Ishares Tr Msci Eafe Min Vl (EFAV) 0.2 $401k -5% 5.5k 72.98
Thermo Fisher Scientific (TMO) 0.2 $400k +69% 877.00 456.10
MetLife (MET) 0.2 $384k +20% 6.3k 60.85
Facebook Cl A (FB) 0.2 $377k +17% 1.3k 294.53
Medtronic SHS (MDT) 0.2 $376k +7% 3.2k 118.02
Ball Corporation (BLL) 0.2 $368k NEW 4.3k 84.64
At&t (T) 0.2 $365k +22% 12k 30.28
Alexandria Real Estate Equities (ARE) 0.2 $349k NEW 2.1k 164.08
Comcast Corp Cl A (CMCSA) 0.2 $348k +21% 6.4k 54.10
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.2 $347k 7.0k 49.23
Charles Schwab Corporation (SCHW) 0.2 $342k +22% 5.2k 65.18
UnitedHealth (UNH) 0.2 $341k +35% 917.00 371.86
Allstate Corporation (ALL) 0.2 $337k +38% 2.9k 114.78
Johnson Ctls Intl SHS (JCI) 0.2 $332k +13% 5.6k 59.67
Total Se Sponsored Ads (TTE) 0.2 $329k NEW 7.1k 46.53
Fmc Corp Com New (FMC) 0.2 $320k +54% 2.9k 110.77
Western Union Company (WU) 0.2 $317k NEW 13k 24.65
BlackRock (BLK) 0.2 $312k +16% 414.00 753.62
LKQ Corporation (LKQ) 0.2 $309k NEW 7.3k 42.32
General Dynamics Corporation (GD) 0.2 $306k +19% 1.7k 181.71
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $299k -9% 2.5k 121.84
Dollar General (DG) 0.2 $292k +44% 1.4k 202.50
Dollar Tree (DLTR) 0.2 $285k NEW 2.5k 114.32
Ishares Tr Msci Usa Multift (LRGF) 0.2 $282k -10% 6.9k 40.61
McDonald's Corporation (MCD) 0.2 $280k NEW 1.3k 224.00
Fidelity Covington Trust Msci Commntn Svc (FCOM) 0.2 $276k -12% 5.6k 49.29
Citizens Financial (CFG) 0.2 $266k 6.0k 44.12
First Trust Lrgcp Gwt Alphad Com Shs (FTC) 0.2 $261k 2.7k 97.53
Home Depot (HD) 0.2 $259k 848.00 305.42
Group 1 Automotive (GPI) 0.2 $258k NEW 1.6k 157.99
Enterprise Products Partners (EPD) 0.1 $247k +8% 11k 21.98
Goldman Sachs Etf Tr Just Us Lrg Cp (JUST) 0.1 $246k -3% 4.3k 57.83
Corning Incorporated (GLW) 0.1 $241k 5.5k 43.53
eBay (EBAY) 0.1 $236k NEW 3.9k 61.25
Ishares Tr Global 100 Etf (IOO) 0.1 $221k -9% 3.3k 66.07
Starbucks Corporation (SBUX) 0.1 $210k NEW 1.9k 109.20
Eli Lilly & Co. (LLY) 0.1 $204k 1.1k 186.64

Past Filings by Crumly & Associates

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