Crumly & Associates

Crumly & Associates as of Sept. 30, 2025

Portfolio Holdings for Crumly & Associates

Crumly & Associates holds 193 positions in its portfolio as reported in the September 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 $32M 339k 93.75
First Tr Exchange Traded Risng Divd Achiv (RDVY) 5.4 $25M 365k 67.26
Etf Ser Solutions Distillate Us (DSTL) 4.8 $22M 379k 57.96
Ishares Tr Hdg Msci Eafe (HEFA) 3.8 $17M 439k 39.61
Vanguard World Mega Cap Val Etf (MGV) 3.3 $15M 111k 137.74
First Tr Exchange-traded Smid Risng Etf (SDVY) 3.3 $15M 396k 38.02
Tidal Trust Ii Hilton Small-mid (SMCO) 3.0 $14M 501k 26.95
Etf Ser Solutions Distillate Intnl (DSTX) 2.9 $13M 432k 30.32
First Tr Exchange Traded Nasd Tech Div (TDIV) 2.7 $13M 126k 98.59
Ishares Tr Rus Tp200 Gr Etf (IWY) 2.5 $11M 41k 273.65
Janus Detroit Str Tr Henderson Securi (JSI) 2.4 $11M 209k 52.27
First Tr Exch Trd Alphdx India Nfty50 Eqw (NFTY) 2.3 $11M 184k 56.92
First Tr Exchange Traded Rba Indl Etf (AIRR) 2.2 $9.9M 102k 96.68
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 2.1 $9.7M 155k 62.22
Fidelity Covington Trust Msci Commntn Svc (FCOM) 1.9 $8.9M 126k 70.97
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.8 $8.4M 165k 50.73
Ishares Tr Core Div Grwth (DGRO) 1.8 $8.0M 118k 68.08
Fidelity Covington Trust Msci Info Tech I (FTEC) 1.6 $7.5M 34k 222.17
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.6 $7.5M 12k 612.38
First Tr Exchange-traded SHS (FVD) 1.6 $7.4M 161k 46.24
Ishares Tr Msci India Sm Cp (SMIN) 1.6 $7.2M 101k 71.72
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 1.4 $6.4M 53k 120.50
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 1.3 $6.1M 132k 46.24
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 1.3 $6.0M 217k 27.75
Dbx Etf Tr Xtrackers Russel (DEUS) 1.3 $5.7M 99k 58.09
Ishares Tr Msci Intl Qualty (IQLT) 1.2 $5.3M 120k 44.19
Select Sector Spdr Tr Energy (XLE) 1.1 $5.2M 58k 89.34
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 1.1 $4.9M 97k 50.78
Apple (AAPL) 1.1 $4.9M 19k 254.63
First Tr Exchange-traded SHS (QQEW) 1.1 $4.8M 34k 141.11
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.0 $4.6M 7.0k 666.19
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 1.0 $4.5M 89k 50.57
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.8 $3.8M 79k 47.51
Broadcom (AVGO) 0.7 $3.3M 10k 329.91
Ishares Tr Core S&p Mcp Etf (IJH) 0.7 $3.2M 50k 65.26
First Tr Exchange Traded Energy Alphadx (FXN) 0.7 $3.1M 193k 16.30
First Tr Exchange-traded No Amer Energy (EMLP) 0.6 $2.8M 73k 38.29
Microsoft Corporation (MSFT) 0.6 $2.7M 5.2k 517.94
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.6 $2.7M 5.8k 463.74
First Tr Exchange Traded Indls Prod Dur (FXR) 0.6 $2.7M 34k 78.06
J P Morgan Exchange Traded F Active Value Etf (JAVA) 0.6 $2.6M 38k 68.96
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.5 $2.3M 45k 50.47
Netflix (NFLX) 0.5 $2.3M 1.9k 1198.92
Select Sector Spdr Tr Financial (XLF) 0.5 $2.2M 40k 53.87
Ishares Tr National Mun Etf (MUB) 0.5 $2.2M 20k 106.49
Tesla Motors (TSLA) 0.5 $2.1M 4.8k 444.72
NVIDIA Corporation (NVDA) 0.5 $2.1M 11k 186.58
Amazon (AMZN) 0.4 $2.0M 9.0k 219.57
Dbx Etf Tr Xtrack Mun Infra (RVNU) 0.4 $1.9M 78k 24.67
JPMorgan Chase & Co. (JPM) 0.4 $1.9M 6.0k 315.42
Ishares Tr Rus Mid Cap Etf (IWR) 0.4 $1.7M 17k 96.55
Schwab Strategic Tr Government Money (SGVT) 0.4 $1.7M 17k 100.62
Alphabet Cap Stk Cl A (GOOGL) 0.4 $1.6M 6.7k 243.10
First Tr Exchange Traded Finls Alphadex (FXO) 0.4 $1.6M 27k 59.39
Spdr Series Trust Russell Yield (ONEY) 0.3 $1.6M 14k 113.16
Spdr Gold Tr Gold Shs (GLD) 0.3 $1.5M 4.4k 355.47
Wal-Mart Stores (WMT) 0.3 $1.5M 14k 103.06
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.3 $1.5M 5.2k 279.27
Dbx Etf Tr Xtrackers Ftse (DEEF) 0.3 $1.4M 41k 34.46
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $1.4M 2.3k 600.48
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $1.3M 2.8k 468.41
Constellation Energy (CEG) 0.3 $1.2M 3.7k 329.07
Goldman Sachs (GS) 0.3 $1.2M 1.5k 796.35
Etf Ser Solutions Distillate Smlmd (DSMC) 0.3 $1.2M 34k 35.88
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.3 $1.2M 8.6k 139.17
American Express Company (AXP) 0.3 $1.2M 3.5k 332.16
Crowdstrike Hldgs Cl A (CRWD) 0.2 $1.1M 2.3k 490.38
Prologis (PLD) 0.2 $1.0M 9.0k 114.52
Kla Corp Com New (KLAC) 0.2 $1.0M 953.00 1078.60
Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI) 0.2 $969k 35k 27.76
Blackrock (BLK) 0.2 $957k 821.00 1165.42
Enterprise Products Partners (EPD) 0.2 $938k 30k 31.27
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.2 $932k 18k 50.70
Charles Schwab Corporation (SCHW) 0.2 $888k 9.3k 95.47
East West Ban (EWBC) 0.2 $885k 8.3k 106.45
Meta Platforms Cl A (META) 0.2 $885k 1.2k 734.39
Palantir Technologies Cl A (PLTR) 0.2 $871k 4.8k 182.42
Newmont Mining Corporation (NEM) 0.2 $855k 10k 84.31
NiSource (NI) 0.2 $831k 19k 43.30
Metropcs Communications (TMUS) 0.2 $812k 3.4k 239.38
Merck & Co (MRK) 0.2 $793k 9.4k 83.93
Visa Com Cl A (V) 0.2 $782k 2.3k 341.31
First Tr Exchange-traded SHS (FDL) 0.2 $762k 18k 43.41
Medtronic SHS (MDT) 0.2 $716k 7.5k 95.24
PNC Financial Services (PNC) 0.2 $704k 3.5k 200.93
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL) 0.2 $703k 6.7k 105.65
Fiserv (FI) 0.2 $702k 5.4k 128.93
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.1 $675k 10k 66.87
salesforce (CRM) 0.1 $672k 2.8k 237.00
Astrazeneca Sponsored Adr (AZN) 0.1 $654k 8.5k 76.72
Group 1 Automotive (GPI) 0.1 $650k 1.5k 437.52
Pimco Access Income Fund Shs Benfin Int (PAXS) 0.1 $647k 40k 16.27
Chevron Corporation (CVX) 0.1 $641k 4.1k 155.29
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $628k 1.3k 502.74
Marvell Technology (MRVL) 0.1 $623k 7.4k 84.07
Eli Lilly & Co. (LLY) 0.1 $599k 785.00 763.00
Pure Storage Cl A (PSTG) 0.1 $595k 7.1k 83.81
Nextera Energy (NEE) 0.1 $587k 7.8k 75.49
EOG Resources (EOG) 0.1 $563k 5.0k 112.12
At&t (T) 0.1 $561k 20k 28.24
Boston Scientific Corporation (BSX) 0.1 $560k 5.7k 97.63
Cyberark Software SHS (CYBR) 0.1 $557k 1.2k 483.15
Comcast Corp Cl A (CMCSA) 0.1 $556k 18k 31.42
Eaton Corp SHS (ETN) 0.1 $554k 1.5k 374.25
Freeport-mcmoran CL B (FCX) 0.1 $552k 14k 39.22
Verizon Communications (VZ) 0.1 $544k 12k 43.95
Totalenergies Se Sponsored Ads (TTE) 0.1 $535k 9.0k 59.69
McDonald's Corporation (MCD) 0.1 $532k 1.8k 303.93
HSBC HLDGS Spon Adr New (HSBC) 0.1 $522k 7.4k 70.98
eBay (EBAY) 0.1 $512k 5.6k 90.95
Teledyne Technologies Incorporated (TDY) 0.1 $505k 862.00 586.04
Adobe Systems Incorporated (ADBE) 0.1 $505k 1.4k 352.75
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $505k 8.8k 57.10
Spdr Series Trust Portfoli S&p1500 (SPTM) 0.1 $499k 6.2k 80.65
Applied Digital Corp Com New (APLD) 0.1 $498k 22k 22.94
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $491k 8.2k 60.03
Cummins (CMI) 0.1 $489k 1.2k 422.54
Honeywell International (HON) 0.1 $484k 2.3k 210.52
Qualcomm (QCOM) 0.1 $473k 2.8k 166.36
AutoNation (AN) 0.1 $464k 2.1k 218.77
Schlumberger Com Stk (SLB) 0.1 $463k 14k 34.37
Chart Industries (GTLS) 0.1 $458k 2.3k 200.15
Bank of America Corporation (BAC) 0.1 $447k 8.7k 51.59
Fidelity Covington Trust Msci Consm Dis (FDIS) 0.1 $434k 4.2k 102.87
Accenture Plc Ireland Shs Class A (ACN) 0.1 $428k 1.7k 246.60
First Tr Exchange-traded A Com Shs (FTC) 0.1 $421k 2.6k 160.66
Kraft Heinz (KHC) 0.1 $420k 16k 26.04
Fortinet (FTNT) 0.1 $416k 4.9k 84.08
Ishares Gold Tr Ishares New (IAU) 0.1 $410k 5.6k 72.77
Pepsi (PEP) 0.1 $409k 2.9k 140.45
Nxp Semiconductors N V (NXPI) 0.1 $409k 1.8k 227.73
Emerson Electric (EMR) 0.1 $401k 3.1k 131.19
Vanguard World Inf Tech Etf (VGT) 0.1 $399k 535.00 746.63
Amgen (AMGN) 0.1 $396k 1.4k 282.20
MetLife (MET) 0.1 $377k 4.6k 82.36
Ishares Silver Tr Ishares (SLV) 0.1 $365k 8.6k 42.37
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $355k 4.8k 73.46
Fidelity Covington Trust Msci Indl Indx (FIDU) 0.1 $342k 4.2k 81.93
Air Products & Chemicals (APD) 0.1 $335k 1.2k 272.72
Cisco Systems (CSCO) 0.1 $326k 4.8k 68.42
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $324k 6.1k 53.40
Citizens Financial (CFG) 0.1 $321k 6.0k 53.16
TJX Companies (TJX) 0.1 $316k 2.2k 144.54
Ball Corporation (BALL) 0.1 $316k 6.3k 50.42
American Tower Reit (AMT) 0.1 $313k 1.6k 192.32
Ameren Corporation (AEE) 0.1 $312k 3.0k 104.38
Gentex Corporation (GNTX) 0.1 $307k 11k 28.30
Kkr & Co (KKR) 0.1 $301k 2.3k 129.95
Travelers Companies (TRV) 0.1 $300k 1.1k 279.22
Etf Ser Solutions Vident Us Bond (VBND) 0.1 $293k 6.6k 44.26
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $291k 17k 17.16
Kinder Morgan (KMI) 0.1 $290k 10k 28.31
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $286k 2.0k 145.65
Exxon Mobil Corporation (XOM) 0.1 $286k 2.5k 112.77
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $282k 1.4k 203.59
Blackstone Mtg Tr Com Cl A (BXMT) 0.1 $282k 15k 18.41
Ishares Tr Core S&p500 Etf (IVV) 0.1 $279k 417.00 669.30
Chesapeake Energy Corp (EXE) 0.1 $277k 2.6k 106.24
Ishares Tr Us Home Cons Etf (ITB) 0.1 $271k 2.5k 107.26
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $269k 2.8k 96.46
Lithia Motors (LAD) 0.1 $266k 842.00 316.00
W.R. Berkley Corporation (WRB) 0.1 $263k 3.4k 76.62
Coca-Cola Company (KO) 0.1 $259k 3.9k 66.32
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $254k 773.00 328.05
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $252k 578.00 435.46
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.1 $250k 4.6k 54.09
Vanguard Index Fds Small Cp Etf (VB) 0.1 $247k 970.00 254.28
Ishares Msci Germany Etf (EWG) 0.1 $245k 5.9k 41.61
Spdr Series Trust Ice Pfd Sec Etf (PSK) 0.1 $244k 7.4k 33.07
Ishares Tr Rus Top 200 Etf (IWL) 0.1 $244k 1.5k 166.10
Pitney Bowes (PBI) 0.1 $241k 21k 11.41
Abbvie (ABBV) 0.1 $239k 1.0k 231.51
Purple Innovatio (PRPL) 0.1 $238k 255k 0.93
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) 0.1 $236k 4.7k 50.01
Ishares Tr Select Divid Etf (DVY) 0.0 $228k 1.6k 142.10
Hershey Company (HSY) 0.0 $219k 1.2k 187.05
Spdr Series Trust Bloomberg Sht Te (SJNK) 0.0 $219k 8.5k 25.60
Alliant Energy Corporation (LNT) 0.0 $213k 3.2k 67.41
Starwood Property Trust (STWD) 0.0 $212k 11k 19.37
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.0 $212k 8.6k 24.70
Ishares Tr Russell 2000 Etf (IWM) 0.0 $212k 875.00 241.96
Alliancebernstein Hldg Unit Ltd Partn (AB) 0.0 $210k 5.5k 38.22
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.0 $209k 2.3k 89.77
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $208k 1.0k 206.51
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $206k 988.00 208.71
Raytheon Technologies Corp (RTX) 0.0 $205k 1.2k 167.27
Altria (MO) 0.0 $201k 3.0k 66.06
Vanguard Index Fds Growth Etf (VUG) 0.0 $201k 419.00 479.61
Tractor Supply Company (TSCO) 0.0 $201k 3.5k 56.87
First Tr Exchange Traded Indxx Nat Re Etf (FTRI) 0.0 $188k 12k 15.19
Pimco Dynamic Income Oprnts Com Ben Shs (PDO) 0.0 $177k 13k 14.12
Rithm Capital Corp Com New (RITM) 0.0 $162k 14k 11.39
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $124k 27k 4.54