Crumly & Associates

Crumly & Associates as of Dec. 31, 2025

Portfolio Holdings for Crumly & Associates

Crumly & Associates holds 203 positions in its portfolio as reported in the December 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) 5.6 $27M 287k 92.80
First Tr Exchange Traded Risng Divd Achiv (RDVY) 4.9 $24M 339k 69.47
Etf Ser Solutions Distillate Us (DSTL) 4.5 $22M 367k 58.90
Ishares Tr Hdg Msci Eafe (HEFA) 3.9 $19M 455k 41.36
First Tr Exchange-traded Smid Risng Etf (SDVY) 3.8 $18M 477k 38.32
Vanguard World Mega Cap Val Etf (MGV) 3.0 $14M 100k 141.16
Etf Ser Solutions Distillate Intnl (DSTX) 2.9 $14M 439k 31.70
Tidal Trust Ii Hilton Small-mid (SMCO) 2.8 $14M 506k 26.80
First Tr Exchange Traded Nasd Tech Div (TDIV) 2.8 $14M 140k 96.84
Fidelity Covington Trust Msci Commntn Svc (FCOM) 2.4 $12M 159k 73.28
Ishares Tr Rus Tp200 Gr Etf (IWY) 2.4 $11M 41k 276.94
First Tr Exch Trd Alphdx India Nfty50 Eqw (NFTY) 2.3 $11M 190k 58.32
First Tr Exchange Traded Rba Indl Etf (AIRR) 2.2 $11M 108k 98.32
Janus Detroit Str Tr Henderson Securi (JSI) 2.0 $9.4M 180k 52.06
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 1.9 $9.3M 195k 47.56
Ishares Tr Core Div Grwth (DGRO) 1.7 $8.2M 118k 69.42
Fidelity Covington Trust Msci Info Tech I (FTEC) 1.6 $7.7M 34k 224.67
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.6 $7.6M 12k 627.13
First Tr Exchange Traded Nasdq Cln Edge (GRID) 1.6 $7.5M 49k 153.02
Ishares Tr Msci India Sm Cp (SMIN) 1.6 $7.4M 106k 69.91
First Tr Exchange-traded SHS (FVD) 1.6 $7.4M 161k 46.08
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.5 $7.2M 38k 191.56
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 1.3 $6.4M 231k 27.62
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 1.3 $6.4M 52k 121.75
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 1.3 $6.4M 138k 46.04
Dbx Etf Tr Xtrackers Russel (DEUS) 1.2 $5.6M 96k 58.31
Ishares Tr Msci Intl Qualty (IQLT) 1.2 $5.5M 121k 45.45
Pgim Etf Tr Shrt Dur Hgh Yld (PSH) 1.1 $5.4M 108k 50.37
Select Sector Spdr Tr State Street Ene (XLE) 1.1 $5.2M 115k 44.71
Apple (AAPL) 1.1 $5.2M 19k 271.87
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.0 $4.7M 6.9k 681.88
First Tr Exchange-traded Nasdaq-100 Sel (QQEW) 1.0 $4.7M 33k 142.13
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 1.0 $4.6M 91k 50.43
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 1.0 $4.6M 90k 50.58
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.8 $3.7M 78k 47.93
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.7 $3.5M 70k 50.59
Broadcom (AVGO) 0.7 $3.5M 10k 346.10
Ishares Tr Core S&p Mcp Etf (IJH) 0.7 $3.3M 50k 66.00
First Tr Exchange Traded Energy Alphadx (FXN) 0.7 $3.2M 193k 16.47
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.6 $2.8M 5.8k 480.57
First Tr Exchange-traded No Amer Energy (EMLP) 0.6 $2.8M 73k 37.87
First Tr Exchange Traded Indls Prod Dur (FXR) 0.6 $2.7M 34k 79.87
J P Morgan Exchange Traded F Active Value Etf (JAVA) 0.6 $2.7M 37k 71.72
Microsoft Corporation (MSFT) 0.5 $2.5M 5.1k 483.63
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.5 $2.4M 48k 50.50
Amazon (AMZN) 0.5 $2.2M 9.6k 230.82
Ishares Tr National Mun Etf (MUB) 0.5 $2.2M 21k 107.11
NVIDIA Corporation (NVDA) 0.5 $2.2M 12k 186.50
Select Sector Spdr Tr State Street Fin (XLF) 0.4 $2.1M 39k 54.77
Tesla Motors (TSLA) 0.4 $2.0M 4.4k 449.72
Alphabet Cap Stk Cl A (GOOGL) 0.4 $1.9M 6.2k 313.02
JPMorgan Chase & Co. (JPM) 0.4 $1.9M 6.0k 322.24
Spdr Gold Tr Gold Shs (GLD) 0.4 $1.9M 4.7k 396.31
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $1.8M 3.0k 614.29
Netflix (NFLX) 0.4 $1.8M 19k 93.76
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.4 $1.7M 5.6k 303.87
Ishares Tr Rus Mid Cap Etf (IWR) 0.4 $1.7M 17k 96.27
First Tr Exchange Traded Finls Alphadex (FXO) 0.3 $1.6M 27k 60.35
Dbx Etf Tr Xtrack Mun Infra (RVNU) 0.3 $1.6M 65k 24.54
Wal-Mart Stores (WMT) 0.3 $1.6M 14k 111.41
Spdr Series Trust State Street Spd (ONEY) 0.3 $1.6M 14k 113.56
Dbx Etf Tr Xtrackers Ftse (DEEF) 0.3 $1.5M 41k 35.95
Schwab Strategic Tr Government Money (SGVT) 0.3 $1.4M 14k 100.48
Select Sector Spdr Tr State Street Hea (XLV) 0.3 $1.3M 8.6k 154.80
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $1.3M 2.8k 473.30
Constellation Energy (CEG) 0.3 $1.3M 3.7k 353.27
American Express Company (AXP) 0.3 $1.3M 3.5k 369.97
Prologis (PLD) 0.2 $1.2M 9.3k 127.66
Goldman Sachs (GS) 0.2 $1.2M 1.3k 879.00
Kla Corp Com New (KLAC) 0.2 $1.1M 911.00 1215.08
Simplify Exchange Traded Fun Mbs Etf (MTBA) 0.2 $1.1M 22k 50.41
Crowdstrike Hldgs Cl A (CRWD) 0.2 $1.1M 2.3k 468.76
Newmont Mining Corporation (NEM) 0.2 $1.1M 11k 99.85
Enterprise Products Partners (EPD) 0.2 $1.0M 32k 32.06
Charles Schwab Corporation (SCHW) 0.2 $948k 9.5k 99.91
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.2 $940k 18k 51.13
Blackrock (BLK) 0.2 $882k 824.00 1069.93
Eli Lilly & Co. (LLY) 0.2 $835k 777.00 1074.68
Visa Com Cl A (V) 0.2 $817k 2.3k 350.68
Meta Platforms Cl A (META) 0.2 $813k 1.2k 660.11
East West Ban (EWBC) 0.2 $812k 7.2k 112.39
NiSource (NI) 0.2 $808k 19k 41.76
First Tr Exchange-traded SHS (FDL) 0.2 $791k 18k 44.34
Palantir Technologies Cl A (PLTR) 0.2 $762k 4.3k 177.75
Astrazeneca Sponsored Adr 0.2 $746k 8.1k 91.93
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.2 $743k 10k 74.28
Ishares Silver Tr Ishares (SLV) 0.2 $733k 11k 64.42
Merck & Co (MRK) 0.2 $732k 7.0k 105.26
Medtronic SHS (MDT) 0.2 $731k 7.6k 96.06
PNC Financial Services (PNC) 0.2 $726k 3.5k 208.73
Metropcs Communications (TMUS) 0.1 $697k 3.4k 203.04
salesforce (CRM) 0.1 $685k 2.6k 264.91
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $628k 1.3k 502.65
Nextera Energy (NEE) 0.1 $614k 7.7k 80.28
Pimco Access Income Fund Shs Benfin Int (PAXS) 0.1 $608k 40k 15.30
Amgen (AMGN) 0.1 $599k 1.8k 327.31
Cummins (CMI) 0.1 $589k 1.2k 510.66
Group 1 Automotive (GPI) 0.1 $585k 1.5k 393.31
Totalenergies Se Act (TTE) 0.1 $581k 8.9k 65.42
Etf Ser Solutions Distillate Smlmd (DSMC) 0.1 $577k 16k 35.47
HSBC HLDGS Spon Adr New (HSBC) 0.1 $575k 7.3k 78.67
First Tr Exchange-traded First Tr Enh New (FTSM) 0.1 $559k 9.3k 59.93
Chevron Corporation (CVX) 0.1 $550k 3.6k 152.41
Pgim Etf Tr Aaa Clo Etf (PAAA) 0.1 $540k 11k 51.26
Applied Digital Corp Com New (APLD) 0.1 $522k 21k 24.52
SLB Com Stk (SLB) 0.1 $517k 14k 38.38
Boston Scientific Corporation (BSX) 0.1 $517k 5.4k 95.35
Abbvie (ABBV) 0.1 $516k 2.3k 228.45
Qualcomm (QCOM) 0.1 $511k 3.0k 171.05
Spdr Series Trust State Street Spd (SPTM) 0.1 $510k 6.2k 82.50
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $506k 8.8k 57.24
Adobe Systems Incorporated (ADBE) 0.1 $499k 1.4k 349.99
Verizon Communications (VZ) 0.1 $494k 12k 40.73
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $493k 8.2k 59.93
At&t (T) 0.1 $492k 20k 24.84
Chart Industries (GTLS) 0.1 $490k 2.4k 206.23
Bank of America Corporation (BAC) 0.1 $476k 8.6k 55.00
Cyberark Software SHS (CYBR) 0.1 $472k 1.1k 446.06
Arista Networks Com Shs (ANET) 0.1 $463k 3.5k 131.03
Honeywell International (HON) 0.1 $461k 2.4k 195.11
Emerson Electric (EMR) 0.1 $459k 3.5k 132.73
Ishares Gold Tr Ishares New (IAU) 0.1 $458k 5.6k 81.17
Fortinet (FTNT) 0.1 $454k 5.7k 79.41
Teledyne Technologies Incorporated (TDY) 0.1 $453k 887.00 510.73
Pure Storage Cl A (PSTG) 0.1 $451k 6.7k 67.01
Eaton Corp SHS (ETN) 0.1 $445k 1.4k 318.51
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL) 0.1 $438k 4.2k 105.65
AutoNation (AN) 0.1 $436k 2.1k 206.48
Fidelity Covington Trust Msci Consm Dis (FDIS) 0.1 $431k 4.2k 102.16
Palo Alto Networks (PANW) 0.1 $430k 2.3k 184.20
Accenture Plc Ireland Shs Class A (ACN) 0.1 $428k 1.6k 268.30
First Tr Exchange-traded A Com Shs (FTC) 0.1 $419k 2.6k 159.88
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $408k 7.5k 54.71
Vanguard World Inf Tech Etf (VGT) 0.1 $403k 535.00 753.78
Nxp Semiconductors N V (NXPI) 0.1 $397k 1.8k 217.06
Advanced Micro Devices (AMD) 0.1 $389k 1.8k 214.16
Micron Technology (MU) 0.1 $375k 1.3k 285.41
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $365k 4.8k 75.44
Target Corporation (TGT) 0.1 $364k 3.7k 97.75
Cisco Systems (CSCO) 0.1 $361k 4.7k 77.03
Citizens Financial (CFG) 0.1 $353k 6.0k 58.41
MetLife (MET) 0.1 $350k 4.4k 78.93
McDonald's Corporation (MCD) 0.1 $348k 1.1k 305.70
Fidelity Covington Trust Msci Indl Indx (FIDU) 0.1 $344k 4.2k 82.47
TJX Companies (TJX) 0.1 $336k 2.2k 153.61
Oracle Corporation (ORCL) 0.1 $325k 1.7k 194.91
Pepsi (PEP) 0.1 $314k 2.2k 143.53
Travelers Companies (TRV) 0.1 $313k 1.1k 290.07
Freeport-mcmoran CL B (FCX) 0.1 $301k 5.9k 50.79
Blackstone Mtg Tr Com Cl A (BXMT) 0.1 $293k 15k 19.13
Exxon Mobil Corporation (XOM) 0.1 $292k 2.4k 120.32
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $292k 2.0k 148.69
Etf Ser Solutions Vident Us Bond (VBND) 0.1 $292k 6.6k 44.17
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $291k 1.4k 210.34
Chesapeake Energy Corp (EXE) 0.1 $287k 2.6k 110.36
Ishares Tr Core S&p500 Etf (IVV) 0.1 $287k 418.00 685.59
EOG Resources (EOG) 0.1 $281k 2.7k 105.01
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $280k 17k 16.49
Omni (OMC) 0.1 $267k 3.3k 80.74
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $260k 776.00 335.37
Lithia Motors (LAD) 0.1 $259k 780.00 332.33
Ameren Corporation (AEE) 0.1 $259k 2.6k 99.86
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $257k 578.00 444.59
Alphabet Cap Stk Cl C (GOOG) 0.1 $257k 818.00 313.80
Kinder Morgan (KMI) 0.1 $254k 9.2k 27.49
Allegion Ord Shs (ALLE) 0.1 $253k 1.6k 159.22
Ishares Msci Germany Etf (EWG) 0.1 $250k 5.9k 42.50
Vanguard Index Fds Small Cp Etf (VB) 0.1 $250k 970.00 257.95
Ishares Tr Rus Top 200 Etf (IWL) 0.1 $250k 1.5k 170.63
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.1 $249k 4.6k 53.88
Rocket Lab Corp (RKLB) 0.1 $247k 3.5k 69.76
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) 0.1 $247k 4.7k 52.41
Ishares Tr Us Home Cons Etf (ITB) 0.1 $243k 2.5k 96.31
Mp Materials Corp Com Cl A (MP) 0.1 $243k 4.8k 50.52
W.R. Berkley Corporation (WRB) 0.1 $241k 3.4k 70.13
Fs Specialty Lending Com Sh Ben Int (FSSL) 0.1 $240k 17k 14.14
Proshares Tr Bitcoin Etf (BITO) 0.0 $237k 20k 12.16
Spdr Series Trust State Street Spd (PSK) 0.0 $234k 7.4k 31.69
Aptar (ATR) 0.0 $233k 1.9k 121.96
Ishares Em Mkts Div Etf (DVYE) 0.0 $230k 7.4k 31.16
Ishares Tr Select Divid Etf (DVY) 0.0 $229k 1.6k 141.11
Coca-Cola Company (KO) 0.0 $227k 3.3k 69.92
Bitwise 10 Crypto Index Etf Unit Beneficial (BITW) 0.0 $226k 3.8k 58.76
Raytheon Technologies Corp (RTX) 0.0 $225k 1.2k 183.33
Spdr Series Trust State Street Spd (SJNK) 0.0 $216k 8.5k 25.32
Ishares Tr Russell 2000 Etf (IWM) 0.0 $216k 878.00 246.14
Hershey Company (HSY) 0.0 $214k 1.2k 182.05
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $214k 1.0k 212.07
Alliancebernstein Hldg Unit Ltd Partn (AB) 0.0 $211k 5.5k 38.48
American Tower Reit (AMT) 0.0 $211k 1.2k 175.57
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $209k 988.00 211.79
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.0 $209k 8.6k 24.33
Pimco Dynamic Income Oprnts Com Ben Shs (PDO) 0.0 $208k 15k 13.84
Gentex Corporation (GNTX) 0.0 $206k 8.8k 23.27
Alliant Energy Corporation (LNT) 0.0 $206k 3.2k 65.01
Vanguard Index Fds Growth Etf (VUG) 0.0 $204k 419.00 487.86
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $202k 2.4k 83.61
Pitney Bowes (PBI) 0.0 $201k 19k 10.57
Starwood Property Trust (STWD) 0.0 $197k 11k 18.01
Purple Innovatio (PRPL) 0.0 $190k 276k 0.69
First Tr Exchange Traded Indxx Nat Re Etf (FTRI) 0.0 $190k 12k 15.67
Rithm Capital Corp Com New (RITM) 0.0 $155k 14k 10.90
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $125k 24k 5.30