Crumly & Associates

Crumly & Associates as of March 31, 2026

Portfolio Holdings for Crumly & Associates

Crumly & Associates holds 200 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Hdg Msci Eafe (HEFA) 5.5 $26M 617k 42.49
J P Morgan Exchange Traded F Active Growth (JGRO) 4.5 $21M 254k 84.52
First Tr Exchange Traded Risng Divd Achiv (RDVY) 4.4 $21M 306k 68.28
Etf Ser Solutions Distillate Us (DSTL) 4.4 $21M 359k 57.88
Etf Ser Solutions Distillate Intnl (DSTX) 4.2 $20M 610k 32.41
First Tr Exchange-traded Smid Risng Etf (SDVY) 3.6 $17M 434k 39.43
First Tr Exch Trd Alphdx India Nfty50 Eqw (NFTY) 3.1 $15M 282k 51.50
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 2.9 $14M 271k 50.37
Pgim Etf Tr Shrt Dur Hgh Yld (PSH) 2.8 $13M 266k 49.59
Tidal Trust Ii Hilton Small-mid (SMCO) 2.6 $12M 450k 27.18
Ishares Tr Msci India Sm Cp (SMIN) 2.4 $11M 188k 59.96
First Tr Exchange Traded Rba Indl Etf (AIRR) 2.3 $11M 97k 110.78
Vanguard World Mega Cap Val Etf (MGV) 2.2 $10M 71k 144.95
Ishares Tr Rus Tp200 Gr Etf (IWY) 2.1 $10M 41k 248.84
First Tr Exchange Traded Nasd Tech Div (TDIV) 2.1 $9.8M 104k 93.66
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 2.0 $9.4M 256k 36.81
Fidelity Covington Trust Msci Commntn Svc (FCOM) 1.9 $9.2M 136k 68.12
Ishares Tr Core Div Grwth (DGRO) 1.7 $8.1M 115k 70.18
First Tr Exchange Traded Nasdq Cln Edge (GRID) 1.6 $7.7M 47k 163.58
First Tr Exchange-traded SHS (FVD) 1.6 $7.5M 159k 47.03
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.5 $7.2M 12k 597.56
Fidelity Covington Trust Msci Info Tech I (FTEC) 1.5 $7.1M 34k 208.05
Select Sector Spdr Tr State Street Ene (XLE) 1.5 $7.1M 116k 61.26
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.2 $5.8M 30k 191.92
Dbx Etf Tr Xtrackers Russel (DEUS) 1.2 $5.7M 95k 59.89
Apple (AAPL) 1.2 $5.6M 22k 253.79
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 1.1 $5.3M 49k 109.69
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 1.1 $5.3M 105k 50.45
Ishares Tr Msci Intl Qualty (IQLT) 1.1 $5.1M 110k 46.23
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.0 $4.6M 7.1k 650.35
First Tr Exchange Traded Energy Alphadx (FXN) 0.9 $4.3M 193k 22.46
First Tr Exchange-traded Nasdaq-100 Sel (QQEW) 0.8 $4.0M 31k 126.97
Ishares Tr Core S&p Mcp Etf (IJH) 0.7 $3.4M 50k 67.53
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.7 $3.3M 69k 47.54
Broadcom (AVGO) 0.7 $3.2M 10k 309.51
First Tr Exchange-traded No Amer Energy (EMLP) 0.7 $3.2M 73k 43.66
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.7 $3.2M 63k 49.99
Simplify Exchange Traded Fun Mbs Etf (MTBA) 0.6 $3.0M 60k 49.46
First Tr Exchange Traded Indls Prod Dur (FXR) 0.6 $2.8M 34k 81.63
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.6 $2.7M 5.8k 463.19
Coreweave Com Cl A (CRWV) 0.6 $2.7M 34k 77.47
J P Morgan Exchange Traded F Active Value Etf (JAVA) 0.5 $2.4M 33k 71.75
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.5 $2.4M 47k 50.61
Microsoft Corporation (MSFT) 0.5 $2.2M 5.9k 370.18
NVIDIA Corporation (NVDA) 0.4 $2.1M 12k 174.40
Amazon (AMZN) 0.4 $2.1M 10k 208.27
Spdr Gold Tr Gold Shs (GLD) 0.4 $2.0M 4.8k 430.29
Netflix (NFLX) 0.4 $2.0M 21k 96.15
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.4 $1.9M 5.7k 337.93
Select Sector Spdr Tr State Street Fin (XLF) 0.4 $1.9M 39k 49.37
JPMorgan Chase & Co. (JPM) 0.4 $1.9M 6.5k 294.15
Ishares Tr National Mun Etf (MUB) 0.4 $1.9M 18k 106.15
Alphabet Cap Stk Cl A (GOOGL) 0.4 $1.9M 6.5k 287.55
Wal-Mart Stores (WMT) 0.4 $1.9M 15k 124.28
Tesla Motors (TSLA) 0.4 $1.7M 4.7k 371.75
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $1.7M 3.0k 577.12
Ishares Tr Rus Mid Cap Etf (IWR) 0.4 $1.7M 18k 97.23
Spdr Series Trust State Street Spd (ONEY) 0.3 $1.6M 14k 120.05
Dbx Etf Tr Xtrackers Ftse (DEEF) 0.3 $1.6M 41k 37.80
Dbx Etf Tr Xtrack Mun Infra (RVNU) 0.3 $1.5M 61k 24.64
First Tr Exchange Traded Finls Alphadex (FXO) 0.3 $1.5M 27k 56.19
Kla Corp Com New (KLAC) 0.3 $1.4M 924.00 1472.41
Prologis (PLD) 0.3 $1.3M 10k 132.18
Enterprise Products Partners (EPD) 0.3 $1.3M 34k 37.84
Select Sector Spdr Tr State Street Hea (XLV) 0.3 $1.3M 8.7k 146.61
Newmont Mining Corporation (NEM) 0.3 $1.2M 11k 108.25
Goldman Sachs (GS) 0.2 $1.2M 1.4k 845.99
American Express Company (AXP) 0.2 $1.1M 3.7k 302.52
Constellation Energy (CEG) 0.2 $1.1M 4.0k 279.25
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $1.0M 2.4k 426.40
Crowdstrike Hldgs Cl A (CRWD) 0.2 $999k 2.6k 390.41
NiSource (NI) 0.2 $983k 21k 46.66
Charles Schwab Corporation (SCHW) 0.2 $974k 10k 93.98
First Tr Exchange-traded SHS (FDL) 0.2 $941k 19k 50.80
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.2 $931k 18k 50.66
Morgan Stanley Etf Trust Eaton Vance Inte (EVIM) 0.2 $892k 17k 52.55
Blackrock (BLK) 0.2 $880k 915.00 961.37
Merck & Co (MRK) 0.2 $870k 7.2k 120.29
Visa Com Cl A (V) 0.2 $849k 2.8k 302.23
PNC Financial Services (PNC) 0.2 $829k 4.0k 208.09
Totalenergies Se Act (TTE) 0.2 $819k 9.0k 90.98
Chevron Corporation (CVX) 0.2 $812k 3.9k 206.90
Ishares Silver Tr Ishares (SLV) 0.2 $784k 12k 68.14
Metropcs Communications (TMUS) 0.2 $779k 3.7k 210.03
Palo Alto Networks (PANW) 0.2 $778k 4.9k 160.32
Medtronic SHS (MDT) 0.2 $774k 8.9k 86.65
East West Ban (EWBC) 0.2 $755k 7.1k 106.76
Meta Platforms Cl A (META) 0.2 $738k 1.3k 572.16
Eli Lilly & Co. (LLY) 0.2 $722k 785.00 919.77
Nextera Energy (NEE) 0.1 $713k 7.7k 92.88
Exxon Mobil Corporation (XOM) 0.1 $705k 4.2k 169.65
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.1 $704k 10k 70.36
SLB Com Stk (SLB) 0.1 $692k 14k 51.39
Amgen (AMGN) 0.1 $680k 1.9k 351.85
Palantir Technologies Cl A (PLTR) 0.1 $677k 4.6k 146.28
salesforce (CRM) 0.1 $620k 3.3k 186.67
Verizon Communications (VZ) 0.1 $619k 12k 50.20
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $604k 1.3k 479.20
Pgim Etf Tr Aaa Clo Etf (PAAA) 0.1 $595k 12k 51.18
HSBC HLDGS Spon Adr New (HSBC) 0.1 $585k 7.1k 82.49
Eaton Corp SHS (ETN) 0.1 $585k 1.6k 357.67
Honeywell International (HON) 0.1 $583k 2.6k 226.05
Abbvie (ABBV) 0.1 $579k 2.7k 217.52
At&t (T) 0.1 $578k 20k 28.99
Chart Industries (GTLS) 0.1 $578k 2.8k 206.75
Cummins (CMI) 0.1 $577k 1.1k 538.02
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $575k 10k 56.68
Pimco Access Income Fund Shs Benfin Int (PAXS) 0.1 $573k 40k 14.41
Teledyne Technologies Incorporated (TDY) 0.1 $571k 943.00 605.01
Etf Ser Solutions Distillate Smlmd (DSMC) 0.1 $564k 15k 37.42
First Tr Exchange-traded First Tr Enh New (FTSM) 0.1 $557k 9.3k 59.78
Fortinet (FTNT) 0.1 $557k 6.8k 81.72
Emerson Electric (EMR) 0.1 $546k 4.2k 131.04
Qualcomm (QCOM) 0.1 $543k 4.2k 128.78
Target Corporation (TGT) 0.1 $534k 4.4k 121.20
Applied Digital Corp Com New (APLD) 0.1 $505k 21k 23.74
Pure Storage Cl A (PSTG) 0.1 $490k 8.3k 59.04
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $490k 8.2k 59.55
Spdr Series Trust State Street Spd (SPTM) 0.1 $489k 6.2k 79.06
EOG Resources (EOG) 0.1 $480k 3.3k 144.57
Group 1 Automotive (GPI) 0.1 $479k 1.4k 330.59
Arista Networks Com Shs (ANET) 0.1 $478k 3.9k 122.78
AutoNation (AN) 0.1 $476k 2.4k 195.26
Nxp Semiconductors N V (NXPI) 0.1 $464k 2.4k 196.86
Adobe Systems Incorporated (ADBE) 0.1 $464k 1.9k 243.08
Oracle Corporation (ORCL) 0.1 $451k 3.1k 147.11
Advanced Micro Devices (AMD) 0.1 $445k 2.2k 203.43
Pepsi (PEP) 0.1 $443k 2.9k 155.30
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL) 0.1 $438k 4.2k 105.55
Ishares Gold Tr Ishares New (IAU) 0.1 $423k 4.8k 88.16
Bank of America Corporation (BAC) 0.1 $421k 8.6k 48.75
Accenture Plc Ireland Shs Class A (ACN) 0.1 $412k 2.1k 198.29
McDonald's Corporation (MCD) 0.1 $396k 1.3k 310.79
Fidelity Covington Trust Msci Consm Dis (FDIS) 0.1 $393k 4.2k 93.26
Cisco Systems (CSCO) 0.1 $375k 4.8k 77.59
Vanguard World Inf Tech Etf (VGT) 0.1 $373k 535.00 697.72
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $373k 4.8k 77.11
Citizens Financial (CFG) 0.1 $362k 6.0k 59.97
Fidelity Covington Trust Msci Indl Indx (FIDU) 0.1 $361k 4.2k 86.51
Freeport-mcmoran CL B (FCX) 0.1 $359k 6.1k 58.78
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $350k 6.2k 56.79
Omni (OMC) 0.1 $350k 4.6k 75.30
TJX Companies (TJX) 0.1 $335k 2.1k 159.70
Boston Scientific Corporation (BSX) 0.1 $333k 5.3k 62.75
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $327k 17k 19.30
Pimco Dynamic Income Oprnts Com Ben Shs (PDO) 0.1 $323k 25k 12.93
MetLife (MET) 0.1 $318k 4.5k 70.72
Travelers Companies (TRV) 0.1 $316k 1.1k 291.71
Blackstone Mtg Tr Com Cl A (BXMT) 0.1 $312k 16k 19.15
Aptar (ATR) 0.1 $311k 2.5k 126.02
Mp Materials Corp Com Cl A (MP) 0.1 $311k 6.4k 48.26
Ishares Em Mkts Div Etf (DVYE) 0.1 $311k 9.0k 34.38
Allegion Ord Shs (ALLE) 0.1 $310k 2.1k 145.29
American Tower Reit (AMT) 0.1 $310k 1.8k 172.58
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) 0.1 $306k 4.7k 64.97
Lithia Motors (LAD) 0.1 $300k 1.2k 249.72
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.1 $299k 6.5k 45.62
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $296k 1.4k 213.67
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 0.1 $294k 11k 27.23
Etf Ser Solutions Vident Us Bond (VBND) 0.1 $287k 6.6k 43.39
Ge Vernova (GEV) 0.1 $286k 328.00 872.90
Chesapeake Energy Corp (EXE) 0.1 $286k 2.6k 109.78
Ameren Corporation (AEE) 0.1 $285k 2.6k 109.92
First Tr Exchange Traded Indxx Nat Re Etf (FTRI) 0.1 $283k 16k 17.85
Micron Technology (MU) 0.1 $282k 835.00 337.86
Gentex Corporation (GNTX) 0.1 $280k 13k 21.85
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $280k 2.0k 142.43
Kinder Morgan (KMI) 0.1 $279k 8.3k 33.53
Bitwise 10 Crypto Index Etf Unit Beneficial (BITW) 0.1 $277k 6.2k 44.61
Ishares Tr Core S&p500 Etf (IVV) 0.1 $274k 419.00 653.95
First Tr Exchange-traded A Com Shs (FTC) 0.1 $273k 1.8k 154.14
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $270k 1.2k 217.25
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $269k 837.00 320.89
Vanguard Index Fds Small Cp Etf (VB) 0.1 $269k 1.0k 261.92
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $264k 6.9k 38.42
Coca-Cola Company (KO) 0.1 $259k 3.4k 76.06
Ishares Tr Select Divid Etf (DVY) 0.1 $246k 1.6k 151.39
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.1 $246k 4.6k 53.22
Raytheon Technologies Corp (RTX) 0.1 $239k 1.2k 192.83
Altria (MO) 0.1 $239k 3.6k 65.99
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.0 $236k 578.00 407.69
Ishares Tr Rus Top 200 Etf (IWL) 0.0 $235k 1.5k 160.48
Alphabet Cap Stk Cl C (GOOG) 0.0 $235k 818.00 286.86
Ishares Msci Germany Etf (EWG) 0.0 $234k 5.9k 39.67
Ishares Tr Us Home Cons Etf (ITB) 0.0 $229k 2.5k 90.56
W.R. Berkley Corporation (WRB) 0.0 $228k 3.4k 66.27
Spdr Series Trust State Street Spd (PSK) 0.0 $227k 7.4k 30.84
Alliant Energy Corporation (LNT) 0.0 $227k 3.2k 71.76
Pitney Bowes (PBI) 0.0 $223k 20k 11.05
Ishares Tr Russell 2000 Etf (IWM) 0.0 $218k 880.00 247.87
Spdr Series Trust State Street Spd (SJNK) 0.0 $213k 8.5k 24.98
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $213k 1.0k 211.15
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $211k 8.5k 24.75
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.0 $206k 8.6k 23.98
Alliancebernstein Hldg Unit Ltd Partn (AB) 0.0 $206k 5.5k 37.44
Purple Innovatio (PRPL) 0.0 $193k 292k 0.66
Starwood Property Trust (STWD) 0.0 $189k 11k 17.22
Proshares Tr Bitcoin Etf (BITO) 0.0 $181k 20k 9.31
Rithm Capital Corp Com New (RITM) 0.0 $135k 14k 9.48
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $128k 25k 5.03