Crumly & Associates

Crumly & Associates as of March 31, 2025

Portfolio Holdings for Crumly & Associates

Crumly & Associates holds 167 positions in its portfolio as reported in the March 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) 5.8 $21M 283k 73.79
First Tr Exchange Traded Risng Divd Achiv (RDVY) 5.5 $20M 342k 58.54
Etf Ser Solutions Distillate Us (DSTL) 5.2 $19M 347k 54.24
Ishares Tr Hdg Msci Eafe (HEFA) 4.4 $16M 438k 36.29
Vanguard World Mega Cap Val Etf (MGV) 3.1 $11M 86k 128.84
Etf Ser Solutions Distillate Intnl (DSTX) 2.9 $10M 412k 25.10
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.7 $9.8M 19k 513.91
Tidal Tr Ii Hilton Small-mid (SMCO) 2.7 $9.6M 409k 23.57
First Tr Exch Trd Alphdx India Nfty50 Eqw (NFTY) 2.6 $9.4M 169k 55.76
Janus Detroit Str Tr Henderson Securi (JSI) 2.6 $9.3M 177k 52.35
First Tr Exchange-traded Smid Risng Etf (SDVY) 2.6 $9.3M 277k 33.50
Ishares Tr Rus Tp200 Gr Etf (IWY) 2.4 $8.8M 42k 210.94
Ishares Tr Core Div Grwth (DGRO) 2.3 $8.2M 133k 61.78
First Tr Exchange Traded Nasd Tech Div (TDIV) 2.3 $8.2M 111k 73.61
First Tr Value Line Divid In SHS (FVD) 2.1 $7.6M 170k 44.59
Fidelity Covington Trust Msci Info Tech I (FTEC) 1.8 $6.5M 40k 161.27
Ishares Tr Msci India Sm Cp (SMIN) 1.8 $6.4M 93k 68.09
Fidelity Covington Trust Msci Commntn Svc (FCOM) 1.7 $6.3M 112k 56.26
Etf Ser Solutions Distillate Smlmd (DSMC) 1.6 $5.9M 188k 31.54
Dbx Etf Tr Xtrackers Russel (DEUS) 1.6 $5.7M 106k 53.65
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 1.6 $5.7M 61k 92.79
First Tr Exchange Traded Rba Indl Etf (AIRR) 1.6 $5.6M 82k 68.21
Select Sector Spdr Tr Energy (XLE) 1.5 $5.3M 57k 93.45
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 1.4 $5.1M 101k 50.71
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 1.4 $5.1M 186k 27.30
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 1.4 $5.1M 111k 45.65
First Tr Nas100 Eq Weighted SHS (QQEW) 1.3 $4.7M 39k 120.93
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 1.3 $4.6M 97k 47.80
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 1.3 $4.6M 102k 44.88
Ishares Tr Msci Intl Qualty (IQLT) 1.3 $4.5M 115k 39.69
J P Morgan Exchange Traded F Active Value Etf (JAVA) 1.2 $4.4M 70k 63.54
Apple (AAPL) 1.2 $4.4M 20k 222.13
First Tr Exchange Traded Energy Alphadx (FXN) 1.0 $3.8M 227k 16.52
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 1.0 $3.8M 75k 50.02
Ishares Tr Core S&p Mcp Etf (IJH) 0.8 $3.0M 51k 58.35
First Tr Exchange-traded No Amer Energy (EMLP) 0.8 $2.8M 74k 37.49
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.7 $2.5M 5.8k 419.88
First Tr Exchange Traded Indls Prod Dur (FXR) 0.7 $2.4M 35k 69.64
Select Sector Spdr Tr Financial (XLF) 0.6 $2.0M 41k 49.81
Microsoft Corporation (MSFT) 0.5 $2.0M 5.2k 375.37
Ishares Tr National Mun Etf (MUB) 0.5 $1.9M 18k 105.44
Broadcom (AVGO) 0.5 $1.8M 11k 167.43
Netflix (NFLX) 0.5 $1.8M 2.0k 932.53
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.5 $1.8M 36k 50.00
Dbx Etf Tr Xtrack Mun Infra (RVNU) 0.5 $1.7M 69k 24.63
JPMorgan Chase & Co. (JPM) 0.4 $1.5M 6.2k 245.31
First Tr Exchange Traded Finls Alphadex (FXO) 0.4 $1.5M 28k 53.00
Spdr Ser Tr Russell Yield (ONEY) 0.4 $1.5M 14k 109.24
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.4 $1.5M 10k 146.02
Amazon (AMZN) 0.4 $1.5M 7.8k 190.26
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $1.5M 2.6k 559.35
Wal-Mart Stores (WMT) 0.3 $1.3M 14k 87.79
Dbx Etf Tr Xtrackers Ftse (DEEF) 0.3 $1.2M 41k 30.10
NVIDIA Corporation (NVDA) 0.3 $1.2M 11k 108.38
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.3 $1.0M 20k 50.42
Fiserv (FI) 0.3 $1.0M 4.6k 220.83
First Tr Morningstar Divid L SHS (FDL) 0.3 $1.0M 23k 43.44
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.3 $985k 5.9k 165.99
Tesla Motors (TSLA) 0.3 $929k 3.6k 259.16
Alphabet Cap Stk Cl A (GOOGL) 0.3 $914k 5.9k 154.64
Metropcs Communications (TMUS) 0.2 $887k 3.3k 266.71
Goldman Sachs (GS) 0.2 $850k 1.6k 546.29
Prologis (PLD) 0.2 $849k 7.6k 111.78
East West Ban (EWBC) 0.2 $828k 9.2k 89.76
Blackrock (BLK) 0.2 $818k 864.00 946.28
Eli Lilly & Co. (LLY) 0.2 $809k 979.00 825.91
Crowdstrike Hldgs Cl A (CRWD) 0.2 $805k 2.3k 352.58
Boston Scientific Corporation (BSX) 0.2 $776k 7.7k 100.88
Visa Com Cl A (V) 0.2 $765k 2.2k 350.52
First Tr Exchange-traded First Tr Enh New (FTSM) 0.2 $745k 12k 59.84
Merck & Co (MRK) 0.2 $738k 8.2k 89.76
NiSource (NI) 0.2 $722k 18k 40.09
Charles Schwab Corporation (SCHW) 0.2 $721k 9.2k 78.28
Ishares Tr Ibonds Dec 2029 (IBMR) 0.2 $673k 27k 25.04
Ishares Tr Ibonds Dec 28 (IBMQ) 0.2 $664k 26k 25.29
Kla Corp Com New (KLAC) 0.2 $654k 962.00 679.80
Cyberark Software SHS (CYBR) 0.2 $645k 1.9k 338.00
Pimco Access Income Fund Shs Benfin Int (PAXS) 0.2 $638k 40k 16.06
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $629k 1.3k 469.06
Schlumberger Com Stk (SLB) 0.2 $627k 15k 41.80
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.2 $626k 9.2k 68.32
Tema Etf Trust Glp-1 Obesity (HRTS) 0.2 $616k 21k 29.33
Medtronic SHS (MDT) 0.2 $615k 6.8k 89.86
Totalenergies Se Sponsored Ads 0.2 $613k 9.5k 64.69
Enterprise Products Partners (EPD) 0.2 $598k 18k 34.14
salesforce (CRM) 0.2 $598k 2.2k 268.36
Group 1 Automotive (GPI) 0.2 $595k 1.6k 381.96
Qualcomm (QCOM) 0.2 $585k 3.8k 153.61
PNC Financial Services (PNC) 0.2 $584k 3.3k 175.77
Bank of America Corporation (BAC) 0.2 $582k 14k 41.73
Chevron Corporation (CVX) 0.2 $575k 3.4k 167.29
American Express Company (AXP) 0.2 $571k 2.1k 269.05
Ishares Tr Ibonds Dec 27 (IBMP) 0.2 $553k 22k 25.28
Nextera Energy (NEE) 0.2 $550k 7.8k 70.89
Marvell Technology (MRVL) 0.1 $523k 8.5k 61.57
Freeport-mcmoran CL B (FCX) 0.1 $523k 14k 37.86
MetLife (MET) 0.1 $518k 6.5k 80.28
Ball Corporation (BALL) 0.1 $504k 9.7k 52.07
Astrazeneca Sponsored Adr 0.1 $502k 6.8k 73.50
Nxp Semiconductors N V (NXPI) 0.1 $488k 2.6k 190.06
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.1 $479k 7.0k 68.01
Cleveland-cliffs (CLF) 0.1 $475k 58k 8.22
EOG Resources (EOG) 0.1 $467k 3.6k 128.24
HSBC HLDGS Spon Adr New (HSBC) 0.1 $457k 8.0k 57.43
Airbnb Com Cl A (ABNB) 0.1 $451k 3.8k 119.46
Cummins (CMI) 0.1 $445k 1.4k 313.38
Pfizer (PFE) 0.1 $408k 16k 25.34
Coca-Cola Company (KO) 0.1 $403k 5.6k 71.62
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $386k 3.3k 118.14
Comcast Corp Cl A (CMCSA) 0.1 $383k 10k 36.90
First Trust S&P REIT Index Fund (FRI) 0.1 $383k 14k 27.51
Eaton Corp SHS (ETN) 0.1 $368k 1.4k 271.83
Honeywell International (HON) 0.1 $364k 1.7k 211.78
Fidelity Covington Trust Msci Consm Dis (FDIS) 0.1 $356k 4.2k 84.51
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $356k 3.7k 95.37
Teledyne Technologies Incorporated (TDY) 0.1 $351k 705.00 497.71
International Flavors & Fragrances (IFF) 0.1 $348k 4.5k 77.61
Amgen (AMGN) 0.1 $346k 1.1k 311.59
First Trust Lrgcp Gwt Alphad Com Shs (FTC) 0.1 $345k 2.6k 131.40
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) 0.1 $342k 3.2k 106.88
Dbx Etf Tr Xtrackers Shrt (SHYL) 0.1 $333k 7.5k 44.60
Ishares Gold Tr Ishares New (IAU) 0.1 $333k 5.6k 58.96
Cisco Systems (CSCO) 0.1 $328k 5.3k 61.71
UnitedHealth (UNH) 0.1 $326k 622.00 523.70
Ishares Tr Ibonds Dec 26 (IBMO) 0.1 $318k 13k 25.56
Chart Industries (GTLS) 0.1 $303k 2.1k 144.36
Fortinet (FTNT) 0.1 $303k 3.1k 96.26
Ameren Corporation (AEE) 0.1 $301k 3.0k 100.40
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $300k 4.8k 62.10
TJX Companies (TJX) 0.1 $300k 2.5k 121.80
eBay (EBAY) 0.1 $296k 4.4k 67.73
Fidelity Covington Trust Msci Indl Indx (FIDU) 0.1 $286k 4.2k 68.47
McDonald's Corporation (MCD) 0.1 $284k 909.00 312.44
Kraft Heinz (KHC) 0.1 $280k 9.2k 30.43
AutoNation (AN) 0.1 $279k 1.7k 161.92
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.1 $279k 5.5k 50.63
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) 0.1 $274k 4.7k 58.06
Ishares Silver Tr Ishares (SLV) 0.1 $267k 8.6k 30.99
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $263k 1.0k 258.62
Ishares Tr Core S&p500 Etf (IVV) 0.1 $261k 465.00 561.90
Pepsi (PEP) 0.1 $261k 1.7k 149.95
Emerson Electric (EMR) 0.1 $259k 2.4k 109.65
Adobe Systems Incorporated (ADBE) 0.1 $259k 675.00 383.53
Air Products & Chemicals (APD) 0.1 $256k 868.00 294.92
Pitney Bowes (PBI) 0.1 $253k 28k 9.05
Constellation Energy (CEG) 0.1 $249k 1.2k 201.63
Citizens Financial (CFG) 0.1 $247k 6.0k 40.97
Meta Platforms Cl A (META) 0.1 $246k 427.00 576.36
Accenture Plc Ireland Shs Class A (ACN) 0.1 $241k 772.00 312.04
Ishares Tr Us Home Cons Etf (ITB) 0.1 $241k 2.5k 95.22
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $240k 2.0k 122.01
Tractor Supply Company (TSCO) 0.1 $238k 4.3k 55.10
Altria (MO) 0.1 $232k 3.9k 60.02
Vanguard Index Fds Small Cp Etf (VB) 0.1 $215k 970.00 221.75
American Tower Reit (AMT) 0.1 $214k 982.00 217.60
Ishares Tr Rus 1000 Etf (IWB) 0.1 $210k 686.00 306.74
Alliant Energy Corporation (LNT) 0.1 $204k 3.2k 64.35
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.1 $203k 4.1k 49.73
Rio Tinto Sponsored Adr (RIO) 0.1 $202k 3.4k 60.09
Ishares Tr Russell 2000 Etf (IWM) 0.1 $201k 1.0k 199.49
Pimco Dynamic Income Oprnts Com Ben Shs (PDO) 0.0 $174k 13k 13.88
Applied Digital Corp Com New (APLD) 0.0 $155k 28k 5.62
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $138k 36k 3.82
Purple Innovatio (PRPL) 0.0 $124k 164k 0.76
Hanesbrands (HBI) 0.0 $67k 12k 5.77
Jumia Technologies Sponsored Ads (JMIA) 0.0 $28k 13k 2.15
Lucid Group 0.0 $26k 11k 2.42