Crumly & Associates
Latest statistics and disclosures from Crumly & Associates's latest quarterly 13F-HR filing:
- Top 5 stock holdings are JGRO, RDVY, DSTL, JPST, HEFA, and represent 25.58% of Crumly & Associates's stock portfolio.
- Added to shares of these 10 stocks: JPST (+$18M), JGRO, SDVY, SPY, IWR, MGV, AIRR, IWF, BITB, TDIV.
- Started 18 new stock positions in DVYE, PLTR, IWD, PMIO, IWR, PUSH, NEM, VGT, T, FTRI. VZ, IWL, MUNI, PSTG, JEPI, VOOG, IWF, KKR.
- Reduced shares in these 10 stocks: DSMC (-$5.1M), VOO, JAVA, FMHI, FTEC, FTSM, MUB, VONG, RVNU, IBMR.
- Sold out of its positions in ABNB, LNT, CLF, KO, SHYL, FRI, FTSM, HBI, IFF, IVV.
- Crumly & Associates was a net buyer of stock by $20M.
- Crumly & Associates has $411M in assets under management (AUM), dropping by 13.44%.
- Central Index Key (CIK): 0001759578
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Portfolio Holdings for Crumly & Associates
Crumly & Associates holds 159 positions in its portfolio as reported in the June 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 | $29M | +18% | 336k | 86.07 |
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 5.3 | $22M | +2% | 350k | 62.74 |
|
| Etf Ser Solutions Distillate Us (DSTL) | 4.9 | $20M | +4% | 360k | 55.35 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 4.4 | $18M | +6371% | 356k | 50.68 |
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 3.9 | $16M | -2% | 427k | 37.96 |
|
| First Tr Exchange-traded Smid Risng Etf (SDVY) | 3.3 | $14M | +40% | 387k | 35.28 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 3.2 | $13M | +17% | 101k | 131.20 |
|
| Etf Ser Solutions Distillate Intnl (DSTX) | 2.9 | $12M | +2% | 423k | 28.00 |
|
| Tidal Tr Ii Hilton Small-mid (SMCO) | 2.8 | $11M | +8% | 443k | 25.68 |
|
| First Tr Exchange Traded Nasd Tech Div (TDIV) | 2.7 | $11M | +10% | 123k | 90.17 |
|
| First Tr Exch Trd Alphdx India Nfty50 Eqw (NFTY) | 2.6 | $11M | +3% | 175k | 59.97 |
|
| Janus Detroit Str Tr Henderson Securi (JSI) | 2.5 | $10M | +10% | 195k | 52.62 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 2.5 | $10M | 41k | 246.51 |
|
|
| First Tr Exchange Traded Rba Indl Etf (AIRR) | 2.0 | $8.1M | +21% | 100k | 81.40 |
|
| Fidelity Covington Trust Msci Commntn Svc (FCOM) | 2.0 | $8.0M | +11% | 124k | 64.81 |
|
| Ishares Tr Core Div Grwth (DGRO) | 1.9 | $7.9M | -6% | 124k | 63.94 |
|
| Ishares Tr Msci India Sm Cp (SMIN) | 1.8 | $7.5M | +4% | 98k | 77.18 |
|
| First Tr Value Line Divid In SHS (FVD) | 1.8 | $7.3M | -3% | 164k | 44.70 |
|
| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 1.7 | $7.1M | +18% | 122k | 58.59 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.7 | $7.0M | -35% | 12k | 568.03 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 1.6 | $6.6M | -16% | 34k | 197.22 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 1.4 | $6.0M | -10% | 55k | 109.20 |
|
| Dbx Etf Tr Xtrackers Russel (DEUS) | 1.4 | $5.8M | -2% | 103k | 56.21 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 1.4 | $5.8M | +13% | 127k | 45.75 |
|
| Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) | 1.4 | $5.6M | +9% | 204k | 27.62 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 1.3 | $5.3M | +6% | 122k | 43.22 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 1.2 | $4.9M | -3% | 97k | 50.75 |
|
| First Tr Nas100 Eq Weighted SHS (QQEW) | 1.2 | $4.8M | -10% | 35k | 136.49 |
|
| Select Sector Spdr Tr Energy (XLE) | 1.2 | $4.7M | -2% | 56k | 84.81 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.0 | $4.3M | +164% | 6.9k | 617.82 |
|
| Apple (AAPL) | 0.9 | $3.9M | -2% | 19k | 205.17 |
|
| Pimco Etf Tr Shtrm Mun Bd Act (SMMU) | 0.8 | $3.5M | -7% | 69k | 50.17 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.8 | $3.1M | 51k | 62.02 |
|
|
| First Tr Exchange Traded Energy Alphadx (FXN) | 0.7 | $3.0M | -14% | 195k | 15.18 |
|
| First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) | 0.7 | $2.8M | -37% | 61k | 46.70 |
|
| Broadcom (AVGO) | 0.7 | $2.8M | -8% | 10k | 275.65 |
|
| First Tr Exchange-traded No Amer Energy (EMLP) | 0.7 | $2.7M | 73k | 37.51 |
|
|
| J P Morgan Exchange Traded F Active Value Etf (JAVA) | 0.6 | $2.7M | -41% | 41k | 65.50 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.6 | $2.6M | 5.8k | 440.65 |
|
|
| First Tr Exchange Traded Indls Prod Dur (FXR) | 0.6 | $2.5M | 34k | 74.22 |
|
|
| Microsoft Corporation (MSFT) | 0.6 | $2.5M | -4% | 5.0k | 497.38 |
|
| Netflix (NFLX) | 0.6 | $2.5M | -5% | 1.9k | 1339.13 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.5 | $2.0M | -5% | 39k | 52.37 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.5 | $2.0M | NEW | 22k | 91.97 |
|
| Amazon (AMZN) | 0.5 | $1.9M | +11% | 8.7k | 219.39 |
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $1.8M | -2% | 6.0k | 289.92 |
|
| NVIDIA Corporation (NVDA) | 0.4 | $1.7M | -5% | 11k | 157.99 |
|
| First Tr Exchange Traded Finls Alphadex (FXO) | 0.4 | $1.6M | 28k | 56.06 |
|
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.4 | $1.6M | -12% | 32k | 49.64 |
|
| Spdr Ser Tr Russell Yield (ONEY) | 0.4 | $1.5M | 14k | 108.27 |
|
|
| Tesla Motors (TSLA) | 0.3 | $1.4M | +25% | 4.5k | 317.66 |
|
| Dbx Etf Tr Xtrackers Ftse (DEEF) | 0.3 | $1.4M | 41k | 33.59 |
|
|
| Wal-Mart Stores (WMT) | 0.3 | $1.3M | -4% | 14k | 97.78 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $1.3M | NEW | 3.0k | 424.58 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.3 | $1.2M | -10% | 9.2k | 134.79 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $1.2M | -11% | 5.3k | 226.47 |
|
| Ishares Tr National Mun Etf (MUB) | 0.3 | $1.1M | -40% | 11k | 104.48 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $1.1M | -6% | 2.1k | 509.31 |
|
| Constellation Energy (CEG) | 0.3 | $1.1M | +172% | 3.4k | 322.76 |
|
| Goldman Sachs (GS) | 0.3 | $1.0M | -4% | 1.5k | 707.75 |
|
| Etf Ser Solutions Distillate Smlmd (DSMC) | 0.3 | $1.0M | -82% | 32k | 32.52 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $987k | -5% | 5.6k | 176.23 |
|
| Dbx Etf Tr Xtrack Mun Infra (RVNU) | 0.2 | $940k | -43% | 39k | 23.99 |
|
| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.2 | $916k | -9% | 18k | 49.82 |
|
| East West Ban (EWBC) | 0.2 | $876k | -6% | 8.7k | 100.98 |
|
| Blackrock (BLK) | 0.2 | $864k | -4% | 824.00 | 1049.01 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $856k | NEW | 4.4k | 194.23 |
|
| Kla Corp Com New (KLAC) | 0.2 | $842k | -2% | 940.00 | 895.74 |
|
| First Tr Morningstar Divid L SHS (FDL) | 0.2 | $838k | -13% | 20k | 41.87 |
|
| Fiserv (FI) | 0.2 | $825k | +3% | 4.8k | 172.41 |
|
| Charles Schwab Corporation (SCHW) | 0.2 | $824k | 9.0k | 91.24 |
|
|
| Prologis (PLD) | 0.2 | $816k | +2% | 7.8k | 105.12 |
|
| Meta Platforms Cl A (META) | 0.2 | $801k | +154% | 1.1k | 738.09 |
|
| Metropcs Communications (TMUS) | 0.2 | $787k | 3.3k | 238.26 |
|
|
| Visa Com Cl A (V) | 0.2 | $755k | -2% | 2.1k | 355.11 |
|
| Pgim Etf Tr Ultra Short Muni (PUSH) | 0.2 | $752k | NEW | 15k | 50.35 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $741k | 1.3k | 551.80 |
|
|
| NiSource (NI) | 0.2 | $737k | 18k | 40.34 |
|
|
| Group 1 Automotive (GPI) | 0.2 | $666k | -2% | 1.5k | 436.72 |
|
| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.2 | $645k | +10% | 10k | 63.95 |
|
| Boston Scientific Corporation (BSX) | 0.2 | $644k | -22% | 6.0k | 107.41 |
|
| American Express Company (AXP) | 0.2 | $638k | -5% | 2.0k | 318.98 |
|
| Merck & Co (MRK) | 0.2 | $627k | -3% | 7.9k | 79.16 |
|
| Medtronic SHS (MDT) | 0.1 | $616k | +3% | 7.1k | 87.17 |
|
| PNC Financial Services (PNC) | 0.1 | $613k | 3.3k | 186.42 |
|
|
| Pimco Access Income Fund Shs Benfin Int (PAXS) | 0.1 | $601k | 40k | 15.11 |
|
|
| salesforce (CRM) | 0.1 | $597k | 2.2k | 272.69 |
|
|
| At&t (T) | 0.1 | $590k | NEW | 20k | 28.94 |
|
| Bank of America Corporation (BAC) | 0.1 | $570k | -13% | 12k | 47.32 |
|
| Totalenergies Se Sponsored Ads (TTE) | 0.1 | $562k | -3% | 9.2k | 61.39 |
|
| Enterprise Products Partners (EPD) | 0.1 | $552k | 18k | 31.01 |
|
|
| Marvell Technology (MRVL) | 0.1 | $546k | -16% | 7.1k | 77.40 |
|
| Nextera Energy (NEE) | 0.1 | $538k | 7.8k | 69.42 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $536k | NEW | 3.9k | 136.32 |
|
| Freeport-mcmoran CL B (FCX) | 0.1 | $533k | -10% | 12k | 43.35 |
|
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.1 | $528k | 7.0k | 74.89 |
|
|
| Ishares Tr Rus Top 200 Etf (IWL) | 0.1 | $525k | NEW | 3.4k | 153.12 |
|
| Newmont Mining Corporation (NEM) | 0.1 | $500k | NEW | 8.6k | 58.26 |
|
| Cyberark Software SHS (CYBR) | 0.1 | $498k | -35% | 1.2k | 406.88 |
|
| Chevron Corporation (CVX) | 0.1 | $498k | 3.5k | 143.19 |
|
|
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $494k | +3% | 7.1k | 69.88 |
|
| Schlumberger Com Stk (SLB) | 0.1 | $483k | -4% | 14k | 33.80 |
|
| Eaton Corp SHS (ETN) | 0.1 | $469k | -2% | 1.3k | 356.99 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $467k | -38% | 599.00 | 779.53 |
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $465k | -3% | 7.6k | 60.79 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $454k | +22% | 13k | 35.69 |
|
| Cummins (CMI) | 0.1 | $452k | -2% | 1.4k | 327.44 |
|
| EOG Resources (EOG) | 0.1 | $433k | 3.6k | 119.61 |
|
|
| Honeywell International (HON) | 0.1 | $431k | +7% | 1.9k | 232.91 |
|
| MetLife (MET) | 0.1 | $421k | -18% | 5.2k | 80.42 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $421k | NEW | 634.00 | 663.28 |
|
| Fidelity Covington Trust Msci Consm Dis (FDIS) | 0.1 | $397k | 4.2k | 94.07 |
|
|
| First Trust Lrgcp Gwt Alphad Com Shs (FTC) | 0.1 | $396k | 2.6k | 150.97 |
|
|
| Pgim Etf Tr Municipal Income (PMIO) | 0.1 | $379k | NEW | 7.6k | 50.18 |
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.1 | $378k | NEW | 7.4k | 51.36 |
|
| Teledyne Technologies Incorporated (TDY) | 0.1 | $368k | 719.00 | 512.31 |
|
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| Cisco Systems (CSCO) | 0.1 | $365k | 5.3k | 69.38 |
|
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $352k | 5.6k | 62.36 |
|
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| Verizon Communications (VZ) | 0.1 | $347k | NEW | 8.0k | 43.27 |
|
| Fortinet (FTNT) | 0.1 | $340k | +2% | 3.2k | 105.72 |
|
| AutoNation (AN) | 0.1 | $335k | -2% | 1.7k | 198.65 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $334k | 4.8k | 69.09 |
|
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| Qualcomm (QCOM) | 0.1 | $325k | -46% | 2.0k | 159.26 |
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| Emerson Electric (EMR) | 0.1 | $324k | +2% | 2.4k | 133.36 |
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| Fidelity Covington Trust Msci Indl Indx (FIDU) | 0.1 | $324k | 4.2k | 77.53 |
|
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| Amgen (AMGN) | 0.1 | $320k | +3% | 1.1k | 279.24 |
|
| Chart Industries (GTLS) | 0.1 | $313k | -9% | 1.9k | 164.65 |
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| eBay (EBAY) | 0.1 | $311k | -4% | 4.2k | 74.46 |
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| McDonald's Corporation (MCD) | 0.1 | $296k | +11% | 1.0k | 292.23 |
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| Ameren Corporation (AEE) | 0.1 | $287k | 3.0k | 96.04 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.1 | $283k | 8.6k | 32.81 |
|
|
| TJX Companies (TJX) | 0.1 | $277k | -8% | 2.2k | 123.49 |
|
| Pitney Bowes (PBI) | 0.1 | $276k | -9% | 25k | 10.91 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $274k | +4% | 707.00 | 386.88 |
|
| Citizens Financial (CFG) | 0.1 | $270k | 6.0k | 44.75 |
|
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| Kraft Heinz (KHC) | 0.1 | $270k | +13% | 10k | 25.82 |
|
| Pepsi (PEP) | 0.1 | $269k | +17% | 2.0k | 132.05 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $265k | 2.0k | 135.04 |
|
|
| Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) | 0.1 | $253k | 4.7k | 53.59 |
|
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| First Tr Exchange Traded Indxx Nat Re Etf (FTRI) | 0.1 | $249k | NEW | 18k | 14.23 |
|
| Ishares Em Mkts Div Etf (DVYE) | 0.1 | $247k | NEW | 8.6k | 28.65 |
|
| Altria (MO) | 0.1 | $247k | +9% | 4.2k | 58.63 |
|
| Pure Storage Cl A (PSTG) | 0.1 | $242k | NEW | 4.2k | 57.58 |
|
| Nxp Semiconductors N V (NXPI) | 0.1 | $240k | -57% | 1.1k | 218.49 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $238k | NEW | 4.2k | 56.85 |
|
| Ishares Tr Us Home Cons Etf (ITB) | 0.1 | $235k | 2.5k | 93.18 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $230k | 972.00 | 236.98 |
|
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| UnitedHealth (UNH) | 0.1 | $230k | +18% | 737.00 | 311.94 |
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| Ball Corporation (BALL) | 0.1 | $230k | -57% | 4.1k | 56.09 |
|
| American Tower Reit (AMT) | 0.1 | $230k | +5% | 1.0k | 221.02 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.1 | $229k | NEW | 578.00 | 396.54 |
|
| Air Products & Chemicals (APD) | 0.1 | $224k | -8% | 794.00 | 282.06 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $219k | -4% | 734.00 | 298.89 |
|
| Applied Digital Corp Com New (APLD) | 0.1 | $218k | -21% | 22k | 10.07 |
|
| Kkr & Co (KKR) | 0.0 | $202k | NEW | 1.5k | 133.03 |
|
| Purple Innovatio (PRPL) | 0.0 | $186k | +55% | 255k | 0.73 |
|
| Pimco Dynamic Income Oprnts Com Ben Shs (PDO) | 0.0 | $169k | 13k | 13.48 |
|
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $129k | -16% | 30k | 4.25 |
|
| Jumia Technologies Sponsored Ads (JMIA) | 0.0 | $64k | +19% | 16k | 4.02 |
|
Past Filings by Crumly & Associates
SEC 13F filings are viewable for Crumly & Associates going back to 2019
- Crumly & Associates 2025 Q2 filed July 2, 2025
- Crumly & Associates 2025 Q1 filed April 22, 2025
- Crumly & Associates 2024 Q4 filed Feb. 3, 2025
- Crumly & Associates 2024 Q3 filed Nov. 1, 2024
- Crumly & Associates 2024 Q2 filed Aug. 2, 2024
- 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