Crumly & Associates
Latest statistics and disclosures from Crumly & Associates's latest quarterly 13F-HR filing:
- Top 5 stock holdings are RDVY, DSTL, VONG, DGRO, HEFA, and represent 22.96% of Crumly & Associates's stock portfolio.
- Added to shares of these 10 stocks: VOO, AIRR, JAVA, DSTL, RDVY, SPY, JGRO, BLK, GS, VONG.
- Started 11 new stock positions in VO, GTLS, FTNT, VB, AIRR, GS, IAU, PSTG, BLK, VXUS. FTSM.
- Reduced shares in these 10 stocks: VIOG, IDU, BA, , FDL, FXN, DSMC, , FXO, QQEW.
- Sold out of its positions in BlackRock, BA, IDU, MUNI.
- Crumly & Associates was a net buyer of stock by $8.8M.
- Crumly & Associates has $367M in assets under management (AUM), dropping by 1.47%.
- Central Index Key (CIK): 0001759578
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Portfolio Holdings for Crumly & Associates
Crumly & Associates holds 155 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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First Tr Exchange-traded Risng Divd Achiv (RDVY) | 5.4 | $20M | +6% | 334k | 59.14 |
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Etf Ser Solutions Distillate Us (DSTL) | 5.0 | $19M | +10% | 336k | 54.92 |
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 4.3 | $16M | +5% | 153k | 103.30 |
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Ishares Tr Core Div Grwth (DGRO) | 4.1 | $15M | +2% | 248k | 61.34 |
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Ishares Tr Hdg Msci Eafe (HEFA) | 4.1 | $15M | 436k | 34.75 |
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J P Morgan Exchange Traded F Active Value Etf (JAVA) | 3.6 | $13M | +19% | 209k | 63.30 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 3.1 | $12M | +73% | 21k | 538.81 |
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J P Morgan Exchange Traded F Active Growth (JGRO) | 3.1 | $11M | +9% | 140k | 81.03 |
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Dbx Etf Tr Xtrackers Russel (DEUS) | 3.0 | $11M | 206k | 53.69 |
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Ishares Tr Rus Tp200 Gr Etf (IWY) | 2.7 | $9.8M | 42k | 235.27 |
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Etf Ser Solutions Distillate Intnl (DSTX) | 2.5 | $9.4M | 406k | 23.08 |
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Dbx Etf Tr Xtrackers Shrt (SHYL) | 2.5 | $9.3M | +4% | 208k | 44.76 |
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First Tr Exch Trd Alphdx India Nfty50 Eqw (NFTY) | 2.3 | $8.6M | +3% | 154k | 55.99 |
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First Tr Exchange-traded Smid Risng Etf (SDVY) | 2.3 | $8.4M | +3% | 234k | 35.85 |
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First Tr Exchange-traded Nasd Tech Div (TDIV) | 2.2 | $8.2M | +6% | 104k | 78.46 |
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Fidelity Covington Trust Msci Info Tech I (FTEC) | 2.1 | $7.6M | 41k | 184.88 |
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First Tr Value Line Divid In SHS (FVD) | 2.0 | $7.4M | 170k | 43.64 |
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Etf Ser Solutions Distillate Smlmd (DSMC) | 1.7 | $6.3M | -6% | 182k | 34.95 |
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Ishares Tr Msci India Sm Cp (SMIN) | 1.6 | $5.8M | +3% | 76k | 76.45 |
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First Tr Nas100 Eq Weighted SHS (QQEW) | 1.5 | $5.4M | -6% | 44k | 124.96 |
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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 1.5 | $5.4M | -4% | 107k | 50.71 |
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Tema Etf Trust Glp-1 Obesity (HRTS) | 1.4 | $5.3M | 183k | 28.87 |
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Tidal Tr Ii Hilton Small-mid (SMCO) | 1.4 | $5.2M | +12% | 205k | 25.43 |
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First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) | 1.4 | $5.0M | -6% | 103k | 48.29 |
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Select Sector Spdr Tr Energy (XLE) | 1.3 | $4.9M | 58k | 85.66 |
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Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) | 1.3 | $4.9M | 180k | 27.28 |
|
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Apple (AAPL) | 1.3 | $4.9M | 19k | 250.43 |
|
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 1.3 | $4.8M | 108k | 44.87 |
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First Tr Exchange-traded Rba Indl Etf (AIRR) | 1.2 | $4.5M | NEW | 59k | 77.04 |
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Ishares Tr Msci Intl Qualty (IQLT) | 1.2 | $4.3M | 116k | 37.12 |
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First Trust S&P REIT Index Fund (FRI) | 1.1 | $4.0M | 145k | 27.37 |
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First Tr Exchange Traded Energy Alphadx (FXN) | 1.0 | $3.8M | -10% | 230k | 16.34 |
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Ishares Tr Core S&p Mcp Etf (IJH) | 0.9 | $3.2M | -2% | 52k | 62.31 |
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Pimco Etf Tr Shtrm Mun Bd Act (SMMU) | 0.9 | $3.2M | 64k | 49.84 |
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First Tr Exchange-traded No Amer Energy (EMLP) | 0.7 | $2.6M | 74k | 35.65 |
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First Tr Exchange Traded Indls Prod Dur (FXR) | 0.7 | $2.6M | -2% | 35k | 74.81 |
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Broadcom (AVGO) | 0.7 | $2.6M | 11k | 231.84 |
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.7 | $2.5M | 5.8k | 425.50 |
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Fidelity Covington Trust Msci Commntn Svc (FCOM) | 0.6 | $2.1M | -11% | 36k | 58.70 |
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Select Sector Spdr Tr Financial (XLF) | 0.5 | $2.0M | -2% | 42k | 48.33 |
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Microsoft Corporation (MSFT) | 0.5 | $2.0M | 4.6k | 421.47 |
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Ishares Tr National Mun Etf (MUB) | 0.5 | $1.8M | 17k | 106.55 |
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Netflix (NFLX) | 0.5 | $1.8M | -2% | 2.0k | 891.32 |
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Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.5 | $1.7M | -2% | 13k | 137.57 |
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J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.5 | $1.7M | 34k | 50.15 |
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Amazon (AMZN) | 0.5 | $1.7M | 7.6k | 219.39 |
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Dbx Etf Tr Xtrack Mun Infra (RVNU) | 0.4 | $1.6M | 65k | 25.26 |
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First Tr Exchange Traded Finls Alphadex (FXO) | 0.4 | $1.6M | -19% | 29k | 54.13 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $1.5M | +355% | 2.6k | 586.04 |
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Spdr Ser Tr Russell Yield (ONEY) | 0.4 | $1.5M | 14k | 108.86 |
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JPMorgan Chase & Co. (JPM) | 0.4 | $1.4M | 6.0k | 239.72 |
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NVIDIA Corporation (NVDA) | 0.4 | $1.4M | +3% | 11k | 134.29 |
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Ishares Tr Ibonds Dec 28 (IBMQ) | 0.4 | $1.4M | -4% | 55k | 25.18 |
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Ishares Tr Ibonds Dec 2029 (IBMR) | 0.4 | $1.3M | -3% | 54k | 24.98 |
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Ishares Tr Ibonds Dec 27 (IBMP) | 0.4 | $1.3M | -3% | 53k | 25.14 |
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Wal-Mart Stores (WMT) | 0.3 | $1.3M | -2% | 14k | 90.35 |
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Dbx Etf Tr Xtrackers Ftse (DEEF) | 0.3 | $1.2M | 42k | 28.22 |
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $1.1M | 5.8k | 197.48 |
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Ishares Tr Ibonds Dec 26 (IBMO) | 0.3 | $1.1M | -4% | 44k | 25.46 |
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Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $1.1M | 5.8k | 189.30 |
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First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.3 | $1.1M | 21k | 51.01 |
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Tesla Motors (TSLA) | 0.3 | $1.1M | -10% | 2.6k | 403.84 |
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Fiserv (FI) | 0.3 | $935k | -2% | 4.6k | 205.42 |
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Blackrock (BLK) | 0.2 | $872k | NEW | 851.00 | 1024.88 |
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East West Ban (EWBC) | 0.2 | $867k | -5% | 9.1k | 95.76 |
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Goldman Sachs (GS) | 0.2 | $851k | NEW | 1.5k | 572.62 |
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Marvell Technology (MRVL) | 0.2 | $842k | -7% | 7.6k | 110.45 |
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Boston Scientific Corporation (BSX) | 0.2 | $803k | 9.0k | 89.32 |
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Prologis (PLD) | 0.2 | $772k | -19% | 7.3k | 105.69 |
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Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $770k | -4% | 2.2k | 342.16 |
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First Tr Morningstar Divid L SHS (FDL) | 0.2 | $749k | -46% | 19k | 40.26 |
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First Tr Exchange-traded First Tr Enh New (FTSM) | 0.2 | $744k | NEW | 12k | 59.77 |
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Metropcs Communications (TMUS) | 0.2 | $739k | -2% | 3.3k | 220.73 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $733k | 1.4k | 511.37 |
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salesforce (CRM) | 0.2 | $728k | -2% | 2.2k | 334.33 |
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Merck & Co (MRK) | 0.2 | $692k | -16% | 7.0k | 99.48 |
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Charles Schwab Corporation (SCHW) | 0.2 | $691k | 9.3k | 74.01 |
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NiSource (NI) | 0.2 | $685k | 19k | 36.76 |
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Visa Com Cl A (V) | 0.2 | $675k | 2.1k | 316.10 |
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Group 1 Automotive (GPI) | 0.2 | $656k | 1.6k | 421.57 |
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American Express Company (AXP) | 0.2 | $656k | -2% | 2.2k | 296.79 |
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PNC Financial Services (PNC) | 0.2 | $607k | +4% | 3.1k | 192.85 |
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Pimco Access Income Fund Shs Benfin Int (PAXS) | 0.2 | $606k | 40k | 15.25 |
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Bank of America Corporation (BAC) | 0.2 | $605k | -8% | 14k | 43.95 |
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Kla Corp Com New (KLAC) | 0.2 | $601k | +13% | 954.00 | 630.12 |
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Cyberark Software SHS (CYBR) | 0.2 | $600k | +7% | 1.8k | 333.15 |
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Schlumberger Com Stk (SLB) | 0.2 | $581k | 15k | 38.34 |
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Qualcomm (QCOM) | 0.1 | $549k | +4% | 3.6k | 153.62 |
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Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.1 | $531k | 8.1k | 65.35 |
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Medtronic SHS (MDT) | 0.1 | $522k | +6% | 6.5k | 79.88 |
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MetLife (MET) | 0.1 | $518k | +2% | 6.3k | 81.88 |
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Enterprise Products Partners (EPD) | 0.1 | $517k | +3% | 17k | 31.36 |
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Cummins (CMI) | 0.1 | $514k | -35% | 1.5k | 348.54 |
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Totalenergies Se Sponsored Ads (TTE) | 0.1 | $508k | -7% | 9.3k | 54.50 |
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Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.1 | $504k | 7.0k | 71.43 |
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Nxp Semiconductors N V (NXPI) | 0.1 | $502k | +6% | 2.4k | 207.85 |
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Ball Corporation (BALL) | 0.1 | $499k | +3% | 9.1k | 55.13 |
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Freeport-mcmoran CL B (FCX) | 0.1 | $497k | +6% | 13k | 38.08 |
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Cleveland-cliffs (CLF) | 0.1 | $493k | -33% | 52k | 9.40 |
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Chevron Corporation (CVX) | 0.1 | $477k | -11% | 3.3k | 144.84 |
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Astrazeneca Sponsored Adr (AZN) | 0.1 | $464k | +6% | 7.1k | 65.52 |
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Airbnb Com Cl A (ABNB) | 0.1 | $463k | -10% | 3.5k | 131.41 |
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EOG Resources (EOG) | 0.1 | $417k | -19% | 3.4k | 122.58 |
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Fidelity Covington Trust Msci Consm Dis (FDIS) | 0.1 | $411k | 4.2k | 97.46 |
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Eaton Corp SHS (ETN) | 0.1 | $406k | 1.2k | 331.87 |
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HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $397k | -13% | 8.0k | 49.46 |
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International Flavors & Fragrances (IFF) | 0.1 | $388k | +4% | 4.6k | 84.55 |
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Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) | 0.1 | $381k | -91% | 3.3k | 116.31 |
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Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $377k | +32% | 3.3k | 115.55 |
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First Trust Lrgcp Gwt Alphad Com Shs (FTC) | 0.1 | $370k | 2.7k | 138.25 |
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Eli Lilly & Co. (LLY) | 0.1 | $352k | 456.00 | 772.00 |
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Coca-Cola Company (KO) | 0.1 | $346k | -5% | 5.6k | 62.26 |
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Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $345k | +37% | 3.7k | 92.45 |
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Honeywell International (HON) | 0.1 | $345k | 1.5k | 225.93 |
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Comcast Corp Cl A (CMCSA) | 0.1 | $339k | -37% | 9.0k | 37.53 |
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Pfizer (PFE) | 0.1 | $338k | +18% | 13k | 26.53 |
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Chart Industries (GTLS) | 0.1 | $334k | NEW | 1.8k | 190.84 |
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Cisco Systems (CSCO) | 0.1 | $333k | +8% | 5.6k | 59.20 |
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Avery Dennison Corporation (AVY) | 0.1 | $325k | -21% | 1.7k | 187.16 |
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UnitedHealth (UNH) | 0.1 | $315k | 622.00 | 505.81 |
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Teledyne Technologies Incorporated (TDY) | 0.1 | $309k | 666.00 | 464.13 |
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TJX Companies (TJX) | 0.1 | $300k | 2.5k | 120.81 |
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Fidelity Covington Trust Msci Indl Indx (FIDU) | 0.1 | $294k | 4.2k | 70.31 |
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $285k | NEW | 4.8k | 58.93 |
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Tractor Supply Company (TSCO) | 0.1 | $268k | +380% | 5.0k | 53.06 |
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Citizens Financial (CFG) | 0.1 | $264k | 6.0k | 43.76 |
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McDonald's Corporation (MCD) | 0.1 | $264k | 909.00 | 289.95 |
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Amgen (AMGN) | 0.1 | $263k | +4% | 1.0k | 260.68 |
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Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $263k | NEW | 996.00 | 264.13 |
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Ishares Tr Us Home Cons Etf (ITB) | 0.1 | $262k | 2.5k | 103.40 |
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Adobe Systems Incorporated (ADBE) | 0.1 | $262k | +16% | 588.00 | 444.68 |
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Emerson Electric (EMR) | 0.1 | $258k | 2.1k | 123.94 |
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AutoNation (AN) | 0.1 | $257k | 1.5k | 169.84 |
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Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $256k | 435.00 | 588.68 |
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Fortinet (FTNT) | 0.1 | $256k | NEW | 2.7k | 94.48 |
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Ishares Silver Tr Ishares (SLV) | 0.1 | $253k | +29% | 9.6k | 26.33 |
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Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $253k | 2.0k | 128.62 |
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eBay (EBAY) | 0.1 | $247k | 4.0k | 61.95 |
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Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) | 0.1 | $242k | 4.7k | 51.44 |
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Meta Platforms Cl A (META) | 0.1 | $238k | 407.00 | 585.51 |
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Pepsi (PEP) | 0.1 | $235k | -39% | 1.5k | 152.08 |
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Ishares Gold Tr Ishares New (IAU) | 0.1 | $235k | NEW | 4.7k | 49.51 |
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Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $233k | NEW | 970.00 | 240.28 |
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Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $223k | 1.0k | 220.96 |
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Kraft Heinz (KHC) | 0.1 | $223k | -57% | 7.2k | 30.71 |
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Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $221k | 686.00 | 322.16 |
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Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.1 | $217k | -10% | 4.4k | 49.55 |
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Pure Storage Cl A (PSTG) | 0.1 | $204k | NEW | 3.3k | 61.43 |
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Pitney Bowes (PBI) | 0.1 | $196k | 27k | 7.24 |
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Pimco Dynamic Income Oprnts Com Ben Shs (PDO) | 0.0 | $170k | 13k | 13.59 |
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Applied Digital Corp Com New (APLD) | 0.0 | $141k | 19k | 7.64 |
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Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $91k | +31% | 33k | 2.72 |
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Purple Innovatio (PRPL) | 0.0 | $64k | 82k | 0.78 |
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Jumia Technologies Sponsored Ads (JMIA) | 0.0 | $44k | +11% | 12k | 3.82 |
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Lucid Group (LCID) | 0.0 | $32k | 11k | 3.02 |
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Past Filings by Crumly & Associates
SEC 13F filings are viewable for Crumly & Associates going back to 2019
- 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
- Crumly & Associates 2021 Q3 filed Oct. 20, 2021
- Crumly & Associates 2021 Q2 filed Aug. 9, 2021