Crumly & Associates

Crumly & Associates as of Dec. 31, 2024

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