Crumly & Associates

Crumly & Associates as of June 30, 2025

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 336k 86.07
First Tr Exchange Traded Risng Divd Achiv (RDVY) 5.3 $22M 350k 62.74
Etf Ser Solutions Distillate Us (DSTL) 4.9 $20M 360k 55.35
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 4.4 $18M 356k 50.68
Ishares Tr Hdg Msci Eafe (HEFA) 3.9 $16M 427k 37.96
First Tr Exchange-traded Smid Risng Etf (SDVY) 3.3 $14M 387k 35.28
Vanguard World Mega Cap Val Etf (MGV) 3.2 $13M 101k 131.20
Etf Ser Solutions Distillate Intnl (DSTX) 2.9 $12M 423k 28.00
Tidal Tr Ii Hilton Small-mid (SMCO) 2.8 $11M 443k 25.68
First Tr Exchange Traded Nasd Tech Div (TDIV) 2.7 $11M 123k 90.17
First Tr Exch Trd Alphdx India Nfty50 Eqw (NFTY) 2.6 $11M 175k 59.97
Janus Detroit Str Tr Henderson Securi (JSI) 2.5 $10M 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 100k 81.40
Fidelity Covington Trust Msci Commntn Svc (FCOM) 2.0 $8.0M 124k 64.81
Ishares Tr Core Div Grwth (DGRO) 1.9 $7.9M 124k 63.94
Ishares Tr Msci India Sm Cp (SMIN) 1.8 $7.5M 98k 77.18
First Tr Value Line Divid In SHS (FVD) 1.8 $7.3M 164k 44.70
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 1.7 $7.1M 122k 58.59
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.7 $7.0M 12k 568.03
Fidelity Covington Trust Msci Info Tech I (FTEC) 1.6 $6.6M 34k 197.22
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 1.4 $6.0M 55k 109.20
Dbx Etf Tr Xtrackers Russel (DEUS) 1.4 $5.8M 103k 56.21
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 1.4 $5.8M 127k 45.75
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 1.4 $5.6M 204k 27.62
Ishares Tr Msci Intl Qualty (IQLT) 1.3 $5.3M 122k 43.22
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 1.2 $4.9M 97k 50.75
First Tr Nas100 Eq Weighted SHS (QQEW) 1.2 $4.8M 35k 136.49
Select Sector Spdr Tr Energy (XLE) 1.2 $4.7M 56k 84.81
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.0 $4.3M 6.9k 617.82
Apple (AAPL) 0.9 $3.9M 19k 205.17
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.8 $3.5M 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 195k 15.18
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.7 $2.8M 61k 46.70
Broadcom (AVGO) 0.7 $2.8M 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 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 5.0k 497.38
Netflix (NFLX) 0.6 $2.5M 1.9k 1339.13
Select Sector Spdr Tr Financial (XLF) 0.5 $2.0M 39k 52.37
Ishares Tr Rus Mid Cap Etf (IWR) 0.5 $2.0M 22k 91.97
Amazon (AMZN) 0.5 $1.9M 8.7k 219.39
JPMorgan Chase & Co. (JPM) 0.4 $1.8M 6.0k 289.92
NVIDIA Corporation (NVDA) 0.4 $1.7M 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 32k 49.64
Spdr Ser Tr Russell Yield (ONEY) 0.4 $1.5M 14k 108.27
Tesla Motors (TSLA) 0.3 $1.4M 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 14k 97.78
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $1.3M 3.0k 424.58
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.3 $1.2M 9.2k 134.79
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.3 $1.2M 5.3k 226.47
Ishares Tr National Mun Etf (MUB) 0.3 $1.1M 11k 104.48
Crowdstrike Hldgs Cl A (CRWD) 0.3 $1.1M 2.1k 509.31
Constellation Energy (CEG) 0.3 $1.1M 3.4k 322.76
Goldman Sachs (GS) 0.3 $1.0M 1.5k 707.75
Etf Ser Solutions Distillate Smlmd (DSMC) 0.3 $1.0M 32k 32.52
Alphabet Cap Stk Cl A (GOOGL) 0.2 $987k 5.6k 176.23
Dbx Etf Tr Xtrack Mun Infra (RVNU) 0.2 $940k 39k 23.99
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.2 $916k 18k 49.82
East West Ban (EWBC) 0.2 $876k 8.7k 100.98
Blackrock (BLK) 0.2 $864k 824.00 1049.01
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $856k 4.4k 194.23
Kla Corp Com New (KLAC) 0.2 $842k 940.00 895.74
First Tr Morningstar Divid L SHS (FDL) 0.2 $838k 20k 41.87
Fiserv (FI) 0.2 $825k 4.8k 172.41
Charles Schwab Corporation (SCHW) 0.2 $824k 9.0k 91.24
Prologis (PLD) 0.2 $816k 7.8k 105.12
Meta Platforms Cl A (META) 0.2 $801k 1.1k 738.09
Metropcs Communications (TMUS) 0.2 $787k 3.3k 238.26
Visa Com Cl A (V) 0.2 $755k 2.1k 355.11
Pgim Etf Tr Ultra Short Muni (PUSH) 0.2 $752k 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 1.5k 436.72
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.2 $645k 10k 63.95
Boston Scientific Corporation (BSX) 0.2 $644k 6.0k 107.41
American Express Company (AXP) 0.2 $638k 2.0k 318.98
Merck & Co (MRK) 0.2 $627k 7.9k 79.16
Medtronic SHS (MDT) 0.1 $616k 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 20k 28.94
Bank of America Corporation (BAC) 0.1 $570k 12k 47.32
Totalenergies Se Sponsored Ads 0.1 $562k 9.2k 61.39
Enterprise Products Partners (EPD) 0.1 $552k 18k 31.01
Marvell Technology (MRVL) 0.1 $546k 7.1k 77.40
Nextera Energy (NEE) 0.1 $538k 7.8k 69.42
Palantir Technologies Cl A (PLTR) 0.1 $536k 3.9k 136.32
Freeport-mcmoran CL B (FCX) 0.1 $533k 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 3.4k 153.12
Newmont Mining Corporation (NEM) 0.1 $500k 8.6k 58.26
Cyberark Software SHS (CYBR) 0.1 $498k 1.2k 406.88
Chevron Corporation (CVX) 0.1 $498k 3.5k 143.19
Astrazeneca Sponsored Adr 0.1 $494k 7.1k 69.88
Schlumberger Com Stk (SLB) 0.1 $483k 14k 33.80
Eaton Corp SHS (ETN) 0.1 $469k 1.3k 356.99
Eli Lilly & Co. (LLY) 0.1 $467k 599.00 779.53
HSBC HLDGS Spon Adr New (HSBC) 0.1 $465k 7.6k 60.79
Comcast Corp Cl A (CMCSA) 0.1 $454k 13k 35.69
Cummins (CMI) 0.1 $452k 1.4k 327.44
EOG Resources (EOG) 0.1 $433k 3.6k 119.61
Honeywell International (HON) 0.1 $431k 1.9k 232.91
MetLife (MET) 0.1 $421k 5.2k 80.42
Vanguard World Inf Tech Etf (VGT) 0.1 $421k 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 7.6k 50.18
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.1 $378k 7.4k 51.36
Teledyne Technologies Incorporated (TDY) 0.1 $368k 719.00 512.31
Cisco Systems (CSCO) 0.1 $365k 5.3k 69.38
Ishares Gold Tr Ishares New (IAU) 0.1 $352k 5.6k 62.36
Verizon Communications (VZ) 0.1 $347k 8.0k 43.27
Fortinet (FTNT) 0.1 $340k 3.2k 105.72
AutoNation (AN) 0.1 $335k 1.7k 198.65
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $334k 4.8k 69.09
Qualcomm (QCOM) 0.1 $325k 2.0k 159.26
Emerson Electric (EMR) 0.1 $324k 2.4k 133.36
Fidelity Covington Trust Msci Indl Indx (FIDU) 0.1 $324k 4.2k 77.53
Amgen (AMGN) 0.1 $320k 1.1k 279.24
Chart Industries (GTLS) 0.1 $313k 1.9k 164.65
eBay (EBAY) 0.1 $311k 4.2k 74.46
McDonald's Corporation (MCD) 0.1 $296k 1.0k 292.23
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 2.2k 123.49
Pitney Bowes (PBI) 0.1 $276k 25k 10.91
Adobe Systems Incorporated (ADBE) 0.1 $274k 707.00 386.88
Citizens Financial (CFG) 0.1 $270k 6.0k 44.75
Kraft Heinz (KHC) 0.1 $270k 10k 25.82
Pepsi (PEP) 0.1 $269k 2.0k 132.05
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
First Tr Exchange Traded Indxx Nat Re Etf (FTRI) 0.1 $249k 18k 14.23
Ishares Em Mkts Div Etf (DVYE) 0.1 $247k 8.6k 28.65
Altria (MO) 0.1 $247k 4.2k 58.63
Pure Storage Cl A (PSTG) 0.1 $242k 4.2k 57.58
Nxp Semiconductors N V (NXPI) 0.1 $240k 1.1k 218.49
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $238k 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
UnitedHealth (UNH) 0.1 $230k 737.00 311.94
Ball Corporation (BALL) 0.1 $230k 4.1k 56.09
American Tower Reit (AMT) 0.1 $230k 1.0k 221.02
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $229k 578.00 396.54
Air Products & Chemicals (APD) 0.1 $224k 794.00 282.06
Accenture Plc Ireland Shs Class A (ACN) 0.1 $219k 734.00 298.89
Applied Digital Corp Com New (APLD) 0.1 $218k 22k 10.07
Kkr & Co (KKR) 0.0 $202k 1.5k 133.03
Purple Innovatio (PRPL) 0.0 $186k 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 30k 4.25
Jumia Technologies Sponsored Ads (JMIA) 0.0 $64k 16k 4.02