Crumly & Associates

Crumly & Associates as of June 30, 2026

Portfolio Holdings for Crumly & Associates

Crumly & Associates holds 194 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Hdg Msci Eafe (HEFA) 5.6 $29M 619k 46.92
First Tr Exchange Traded Risng Divd Achiv (RDVY) 5.0 $26M 323k 81.06
J P Morgan Exchange Traded F Active Growth (JGRO) 4.7 $25M 249k 98.59
Etf Ser Solutions Distillate Us (DSTL) 4.3 $22M 375k 59.90
Etf Ser Solutions Distillate Intnl (DSTX) 4.0 $21M 642k 32.65
First Tr Exchange Traded Smid Risng Etf (SDVY) 3.9 $20M 469k 43.14
First Tr Exch Trd Alphdx India Nfty50 Eqw (NFTY) 3.0 $16M 293k 53.79
Tidal Trust Ii Hilt Smal Mi Etf (SMCO) 2.7 $14M 462k 31.00
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 2.7 $14M 276k 50.49
Pgim Etf Tr Shrt Dur Hgh Yld (PSH) 2.6 $14M 271k 49.88
Ishares Tr Msci India Sm Cp (SMIN) 2.6 $14M 191k 70.73
First Tr Exchange Traded Rba Indl Etf (AIRR) 2.5 $13M 100k 133.25
Vanguard World Mega Cap Val Etf (MGV) 2.4 $13M 77k 163.45
Ishares Tr Rus Tp200 Gr Etf (IWY) 2.2 $12M 40k 290.62
First Tr Exchange Traded Nasd Tech Div (TDIV) 2.2 $12M 100k 114.88
First Tr Exchange-traded Nasdq Cln Edge (GRID) 2.1 $11M 58k 191.75
Fidelity Covington Trust Msci Commntn Svc (FCOM) 1.9 $9.8M 141k 69.48
Fidelity Covington Trust Msci Info Tech I (FTEC) 1.8 $9.6M 34k 285.58
Ishares Tr Core Div Grwth (DGRO) 1.7 $8.7M 115k 75.79
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.6 $8.6M 13k 686.83
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 1.5 $7.9M 249k 31.86
First Tr Exchange-traded SHS (FVD) 1.4 $7.6M 157k 48.18
Apple (AAPL) 1.4 $7.4M 25k 289.36
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 1.2 $6.3M 124k 50.50
Dbx Etf Tr Xtra Ru 1000 Etf (DEUS) 1.1 $6.0M 92k 65.30
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.1 $5.6M 27k 212.77
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 1.0 $5.4M 43k 127.81
J P Morgan Exchange Traded F Municipal Etf (JMUB) 1.0 $5.3M 106k 50.65
Select Sector Spdr Tr St Str Energ Etf (XLE) 0.9 $4.8M 91k 53.11
First Tr Exchange-traded Nasdaq-100 Sel (QQEW) 0.9 $4.7M 29k 159.60
Ishares Tr Msci Intl Qualty (IQLT) 0.9 $4.5M 91k 49.55
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.8 $4.2M 5.7k 746.71
Morgan Stanley Etf Trust Eato Van Mu Etf (EVIM) 0.8 $4.1M 77k 53.27
Broadcom (AVGO) 0.7 $3.9M 10k 377.75
Ishares Tr Core S&p Mcp Etf (IJH) 0.7 $3.8M 49k 77.11
Coreweave Com Cl A (CRWV) 0.7 $3.4M 35k 99.54
First Tr Exchange-traded No Amer Energy (EMLP) 0.6 $3.2M 73k 43.50
First Tr Exchange-traded Indls Prod Dur (FXR) 0.6 $3.1M 34k 91.12
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.6 $3.0M 5.8k 522.39
Pgim Etf Tr Aaa Clo Etf (PAAA) 0.5 $2.9M 56k 51.27
First Tr Exchange-traded Energy Alphadx (FXN) 0.5 $2.8M 141k 20.23
Kla Corp Com New (KLAC) 0.5 $2.6M 8.7k 301.71
NVIDIA Corporation (NVDA) 0.5 $2.6M 13k 200.10
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.5 $2.5M 5.2k 477.54
J P Morgan Exchange Traded F Active Value Etf (JAVA) 0.5 $2.4M 31k 79.41
Amazon (AMZN) 0.5 $2.4M 9.9k 238.34
Microsoft Corporation (MSFT) 0.4 $2.2M 5.9k 373.05
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $2.2M 3.0k 736.33
JPMorgan Chase & Co. (JPM) 0.4 $2.2M 6.6k 327.35
Alphabet Cap Stk Cl A (GOOGL) 0.4 $2.1M 5.9k 357.37
Select Sector Spdr Tr St Str Finl Etf (XLF) 0.4 $2.1M 39k 53.61
Tesla Motors (TSLA) 0.4 $2.0M 4.7k 420.60
Ishares Tr Rus Mid Cap Etf (IWR) 0.4 $1.9M 17k 110.32
Crowdstrike Hldgs Cl A (CRWD) 0.4 $1.8M 2.4k 763.14
Spdr Series Trust St Str R1k Yld (ONEY) 0.3 $1.8M 14k 128.10
Wal-Mart Stores (WMT) 0.3 $1.7M 15k 113.26
First Tr Exchange-traded Finls Alphadex (FXO) 0.3 $1.6M 26k 62.46
Dbx Etf Tr Xtrackers Ftse (DEEF) 0.3 $1.6M 41k 38.64
Netflix (NFLX) 0.3 $1.5M 21k 71.40
Select Sector Spdr Tr St Str Care Etf (XLV) 0.3 $1.4M 8.7k 158.66
Goldman Sachs (GS) 0.3 $1.4M 1.4k 1011.37
Prologis (PLD) 0.3 $1.4M 10k 135.47
Simplify Exchange Traded Fun Mbs Etf (MTBA) 0.2 $1.3M 26k 49.07
Palo Alto Networks (PANW) 0.2 $1.3M 3.7k 341.02
Enterprise Products Partners (EPD) 0.2 $1.2M 34k 36.76
Spdr Gold Tr Gold Shs (GLD) 0.2 $1.2M 3.2k 368.38
Merck & Co (MRK) 0.2 $1.2M 9.2k 128.50
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $1.1M 9.1k 124.17
Constellation Energy (CEG) 0.2 $1.0M 4.1k 248.37
Astrazeneca Ord (AZN) 0.2 $1.0M 5.3k 189.62
Ishares Tr National Mun Etf (MUB) 0.2 $1000k 9.3k 107.62
PNC Financial Services (PNC) 0.2 $998k 4.1k 246.22
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.2 $996k 21k 48.49
NiSource (NI) 0.2 $989k 21k 47.55
Charles Schwab Corporation (SCHW) 0.2 $967k 11k 92.27
Visa Com Cl A (V) 0.2 $965k 2.8k 343.13
Advanced Micro Devices (AMD) 0.2 $959k 1.7k 580.91
First Tr Exchange-traded SHS (FDL) 0.2 $956k 20k 48.66
Eli Lilly & Co. (LLY) 0.2 $951k 793.00 1199.43
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.2 $944k 18k 51.37
Fidelity Merrimack Str Tr Aaa Clo Etf (FAAA) 0.2 $898k 18k 50.16
Fortinet (FTNT) 0.2 $888k 5.8k 153.62
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.2 $886k 12k 77.25
Blackrock (BLK) 0.2 $875k 910.00 961.22
East West Ban (EWBC) 0.2 $872k 6.8k 129.09
Newmont Mining Corporation (NEM) 0.2 $870k 9.3k 93.40
Dbx Etf Tr Xtrack Mun Infra (RVNU) 0.2 $832k 33k 25.31
Meta Platforms Cl A (META) 0.2 $821k 1.5k 563.32
Micron Technology (MU) 0.2 $809k 701.00 1154.29
Applied Digital Corp Com New (APLD) 0.2 $793k 21k 37.30
American Express Company (AXP) 0.1 $779k 2.3k 338.25
Cummins (CMI) 0.1 $769k 1.1k 713.21
Abbvie (ABBV) 0.1 $711k 2.8k 251.67
Totalenergies Se Act (TTE) 0.1 $704k 9.1k 77.76
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $687k 12k 56.48
Nextera Energy (NEE) 0.1 $678k 7.7k 87.77
HSBC HLDGS Spon Adr New (HSBC) 0.1 $675k 7.1k 95.09
Ishares Silver Tr Ishares (SLV) 0.1 $675k 13k 53.47
Eaton Corp SHS (ETN) 0.1 $670k 1.6k 426.12
Palantir Technologies Cl A Call Option (PLTR) 0.1 $658k 5.6k 116.67
Chevron Corporation (CVX) 0.1 $655k 3.9k 165.76
Qualcomm (QCOM) 0.1 $653k 3.5k 184.79
Metropcs Communications (TMUS) 0.1 $642k 3.8k 167.73
Emerson Electric (EMR) 0.1 $634k 4.4k 143.14
SLB Com Stk (SLB) 0.1 $628k 14k 46.49
Everpure Cl A (P) 0.1 $620k 7.9k 78.79
Teledyne Technologies Incorporated (TDY) 0.1 $613k 919.00 666.90
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $609k 10k 58.98
Space Exploration Techn Corp Class A Com Stk (SPCX) 0.1 $605k 3.5k 170.87
Chart Industries (GTLS) 0.1 $596k 2.9k 208.94
Etf Ser Solutions Distillate Smlmd (DSMC) 0.1 $582k 14k 40.36
Pimco Access Income Fund Shs Benfin Int (PAXS) 0.1 $578k 40k 14.55
Nxp Semiconductors N V (NXPI) 0.1 $564k 2.0k 281.03
Spdr Series Trust ST STR PR SP1500 (SPTM) 0.1 $562k 6.2k 90.79
Cisco Systems (CSCO) 0.1 $547k 4.7k 117.46
Johnson & Johnson (JNJ) 0.1 $543k 2.1k 253.97
Verizon Communications (VZ) 0.1 $537k 13k 42.34
salesforce (CRM) 0.1 $524k 3.3k 156.66
Bank of America Corporation (BAC) 0.1 $502k 8.8k 56.98
Marvell Technology (MRVL) 0.1 $497k 1.7k 297.89
Arista Networks Com Shs (ANET) 0.1 $483k 2.8k 169.88
Oracle Corporation (ORCL) 0.1 $480k 3.3k 146.55
Pepsi (PEP) 0.1 $465k 3.4k 135.41
Adobe Systems Incorporated (ADBE) 0.1 $455k 2.2k 205.02
AutoNation (AN) 0.1 $453k 2.4k 185.79
Exxon Mobil Corporation (XOM) 0.1 $447k 3.3k 136.72
Fidelity Covington Trust Msci Consm Dis (FDIS) 0.1 $434k 4.2k 102.84
EOG Resources (EOG) 0.1 $433k 3.3k 129.73
Mp Materials Corp Com Cl A (MP) 0.1 $428k 7.6k 56.01
Citizens Financial (CFG) 0.1 $426k 6.1k 70.07
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $423k 6.2k 68.41
At&t (T) 0.1 $423k 20k 20.70
Group 1 Automotive (GPI) 0.1 $422k 1.4k 291.14
Fidelity Covington Trust Msci Indl Indx (FIDU) 0.1 $416k 4.2k 99.60
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $414k 4.8k 85.49
Intel Corporation (INTC) 0.1 $410k 2.9k 139.63
Amgen (AMGN) 0.1 $409k 1.1k 362.12
Ge Vernova (GEV) 0.1 $403k 343.00 1174.86
Bunge Global Sa Com Shs (BG) 0.1 $402k 3.8k 106.73
Ishares Em Mkts Div Etf (DVYE) 0.1 $394k 12k 32.23
Omni (OMC) 0.1 $388k 5.3k 72.82
MetLife (MET) 0.1 $370k 4.4k 84.61
Allegion Ord Shs (ALLE) 0.1 $363k 2.6k 140.49
Ishares Gold Tr Ishares New (IAU) 0.1 $362k 4.8k 75.51
Lithia Motors (LAD) 0.1 $362k 1.2k 290.49
First Tr Exchange-traded Indxx Nat Re Etf (FTRI) 0.1 $360k 23k 15.87
Pimco Dynamic Income Oprnts Com Ben Shs (PDO) 0.1 $357k 27k 13.22
Aptar (ATR) 0.1 $349k 2.8k 125.20
Vanguard World Inf Tech Etf (VGT) 0.1 $346k 2.9k 119.52
First Tr Exchange-traded A Com Shs (FTC) 0.1 $343k 1.8k 193.77
Accenture Plc Ireland Shs Class A (ACN) 0.1 $340k 2.7k 124.44
Gentex Corporation (GNTX) 0.1 $336k 13k 25.27
American Tower Reit (AMT) 0.1 $325k 2.0k 163.57
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $324k 17k 19.12
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $323k 2.0k 164.27
TJX Companies (TJX) 0.1 $322k 2.1k 151.50
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) 0.1 $318k 4.7k 67.50
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $311k 839.00 370.03
Rocket Lab Corp (RKLB) 0.1 $304k 3.0k 101.65
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $302k 1.2k 242.99
Honeywell International (HON) 0.1 $298k 1.3k 223.94
Vanguard Index Fds Small Cp Etf (VB) 0.1 $294k 970.00 303.12
Ameren Corporation (AEE) 0.1 $293k 2.6k 113.04
Alphabet Cap Stk Cl C (GOOG) 0.1 $289k 818.00 353.33
Honeywell Aerospace (HONA) 0.1 $289k 1.3k 221.08
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $287k 3.5k 82.62
Blackstone Mortgage Trust In Com Cl A (BXMT) 0.1 $276k 16k 16.95
Freeport Mcmoran CL B (FCX) 0.1 $276k 4.4k 62.89
Nebius Group Shs Class A (NBIS) 0.1 $272k 986.00 276.17
Ishares Tr Russell 2000 Etf (IWM) 0.1 $265k 882.00 300.32
Ishares Tr Us Home Cons Etf (ITB) 0.1 $264k 2.5k 104.49
Comcast Corp Cl A Call Option (CMCSA) 0.0 $260k 11k 24.55
Ishares Tr Select Divid Etf (DVY) 0.0 $256k 1.6k 156.33
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $246k 4.6k 53.17
Altria (MO) 0.0 $246k 3.4k 71.95
Alliant Energy Corporation (LNT) 0.0 $241k 3.2k 76.29
Raytheon Technologies Corp (RTX) 0.0 $241k 1.3k 189.66
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $241k 992.00 242.43
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $238k 2.9k 80.57
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $236k 8.5k 27.70
Bitwise 10 Crypto Index Etf Unit Beneficial (BITW) 0.0 $234k 6.2k 37.58
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.0 $231k 4.6k 50.57
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $229k 1.0k 227.06
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $229k 6.9k 33.29
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $218k 2.5k 88.54
Asml Hldg Nv N Y Registry Shs (ASML) 0.0 $217k 109.00 1989.44
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $215k 587.00 365.70
Boston Scientific Corporation (BSX) 0.0 $213k 5.0k 42.68
Caterpillar (CAT) 0.0 $212k 199.00 1064.90
Vanguard Index Fds Growth Etf (VUG) 0.0 $210k 2.4k 86.14
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.0 $209k 8.6k 24.31
Pitney Bowes (PBI) 0.0 $204k 12k 17.52
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $144k 25k 5.83
Purple Innovatio (PRPL) 0.0 $119k 333k 0.36