Crumly & Associates

Crumly & Associates as of Sept. 30, 2026

Portfolio Holdings for Crumly & Associates

Crumly & Associates holds 205 positions in its portfolio as reported in the September 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 $32M 678k 46.39
Etf Ser Solutions Distillate Intnl (DSTX) 5.1 $29M 847k 33.83
Etf Ser Solutions Distillate Us (DSTL) 4.9 $27M 427k 63.98
First Tr Exchange Traded Risng Divd Achiv (RDVY) 4.8 $27M 346k 78.29
First Tr Exchange Traded Smid Risng Etf (SDVY) 4.1 $23M 574k 40.58
J P Morgan Exchange Traded F Active Growth (JGRO) 4.1 $23M 236k 96.58
Vanguard World Mrngstr Val Etf (MGV) 2.9 $16M 102k 161.09
Tidal Trust Ii Hilt Smal Mi Etf (SMCO) 2.6 $15M 528k 27.45
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 2.6 $14M 285k 50.47
Pgim Etf Tr Shrt Dur Hgh Yld (PSH) 2.4 $14M 280k 48.67
First Tr Exchange Traded Nasd Tech Div (TDIV) 2.2 $13M 111k 112.82
First Tr Exchange-traded Nasdq Cln Edge (GRID) 2.2 $12M 70k 177.11
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 2.2 $12M 270k 45.36
Fidelity Covington Trust Msci Commntn Svc (FCOM) 2.2 $12M 169k 72.01
First Tr Exchange Traded Rba Indl Etf (AIRR) 2.1 $12M 115k 103.24
Ishares Tr Rus Tp200 Gr Etf (IWY) 2.1 $12M 40k 294.91
Ishares Tr Msci India Sm Cp (SMIN) 2.0 $11M 160k 68.80
Fidelity Covington Trust Fund Em Mkts Etf (FFEM) 1.9 $11M 258k 41.96
Fidelity Covington Trust Msci Info Tech I (FTEC) 1.8 $10M 33k 300.06
Apple (AAPL) 1.6 $9.0M 27k 333.02
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.6 $8.9M 13k 700.88
Ishares Tr Core Div Grwth (DGRO) 1.5 $8.5M 113k 75.39
First Tr Exchange-traded SHS (FVD) 1.3 $7.4M 157k 46.91
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 1.2 $6.5M 132k 49.41
Dbx Etf Tr Xtra Ru 1000 Etf (DEUS) 1.0 $5.7M 90k 63.49
Select Sector Spdr Tr St Str Energ Etf (XLE) 1.0 $5.7M 93k 61.50
J P Morgan Exchange Traded F Municipal Etf (JMUB) 1.0 $5.5M 115k 47.58
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.9 $5.3M 41k 128.93
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.9 $4.8M 23k 208.02
First Tr Exchange-traded Nasdaq-100 Sel (QQEW) 0.8 $4.8M 29k 162.73
NVIDIA Corporation (NVDA) 0.8 $4.6M 20k 228.38
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.8 $4.5M 5.9k 762.64
Morgan Stanley Etf Trust Eato Van Mu Etf (EVIM) 0.8 $4.4M 88k 50.22
Ishares Tr Msci Intl Qualty (IQLT) 0.7 $4.0M 82k 49.47
Space Exploration Techn Corp Class A Com Stk (SPCX) 0.7 $4.0M 27k 150.86
Broadcom (AVGO) 0.7 $3.7M 11k 351.19
First Tr Exch Trd Alphdx India Nfty50 Eqw (NFTY) 0.6 $3.7M 72k 50.99
Ishares Tr Core S&p Mcp Etf (IJH) 0.6 $3.5M 49k 71.95
Microsoft Corporation (MSFT) 0.6 $3.4M 6.6k 512.87
Amazon (AMZN) 0.6 $3.3M 13k 249.15
First Tr Exchange-traded Energy Alphadx (FXN) 0.5 $3.1M 140k 21.85
Coreweave Com Cl A (CRWV) 0.5 $3.0M 35k 87.12
First Tr Exchange-traded No Amer Energy (EMLP) 0.5 $3.0M 73k 40.99
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.5 $2.9M 5.7k 508.55
First Tr Exchange-traded Indls Prod Dur (FXR) 0.5 $2.8M 34k 81.46
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $2.6M 3.5k 739.85
J P Morgan Exchange Traded F Active Value Etf (JAVA) 0.4 $2.5M 31k 79.72
JPMorgan Chase & Co. (JPM) 0.4 $2.4M 7.4k 330.82
Crowdstrike Hldgs Cl A (CRWD) 0.4 $2.4M 9.1k 264.75
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.4 $2.4M 5.3k 456.16
Alphabet Cap Stk Cl A (GOOGL) 0.4 $2.3M 6.8k 344.08
Fidelity Merrimack Str Tr Aaa Clo Etf (FAAA) 0.4 $2.3M 46k 50.26
Select Sector Spdr Tr St Str Finl Etf (XLF) 0.4 $2.1M 39k 53.40
Pgim Etf Tr Aaa Clo Etf (PAAA) 0.3 $1.9M 37k 51.29
Tesla Motors (TSLA) 0.3 $1.8M 5.1k 354.81
Ishares Tr Rus Mid Cap Etf (IWR) 0.3 $1.8M 17k 106.71
Kla Corp Com New (KLAC) 0.3 $1.7M 8.7k 194.93
Spdr Series Trust St Str R1k Yld (ONEY) 0.3 $1.7M 14k 122.92
Wal-Mart Stores (WMT) 0.3 $1.7M 16k 103.92
Dbx Etf Tr Xtrackers Ftse (DEEF) 0.3 $1.6M 41k 39.02
Netflix (NFLX) 0.3 $1.6M 23k 69.58
First Tr Exchange-traded Finls Alphadex (FXO) 0.3 $1.6M 26k 60.62
Spdr Gold Tr Gold Shs (GLD) 0.3 $1.5M 4.0k 380.84
Select Sector Spdr Tr St Str Care Etf (XLV) 0.3 $1.5M 8.8k 168.42
Merck & Co (MRK) 0.3 $1.4M 9.8k 145.31
Prologis (PLD) 0.2 $1.4M 11k 129.84
Palo Alto Networks (PANW) 0.2 $1.3M 3.2k 397.31
Meta Platforms Cl A (META) 0.2 $1.2M 1.7k 725.04
Goldman Sachs (GS) 0.2 $1.2M 1.3k 900.36
Newmont Mining Corporation (NEM) 0.2 $1.2M 10k 115.34
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $1.1M 9.1k 125.26
Visa Com Cl A (V) 0.2 $1.1M 3.1k 359.36
Constellation Energy (CEG) 0.2 $1.1M 4.2k 254.02
Advanced Micro Devices (AMD) 0.2 $1.0M 1.7k 611.76
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.2 $1.0M 13k 81.70
Palantir Technologies Cl A (PLTR) 0.2 $1.0M 5.6k 187.05
Abbvie (ABBV) 0.2 $1.0M 3.9k 261.59
Eli Lilly & Co. (LLY) 0.2 $1.0M 882.00 1157.08
Micron Technology (MU) 0.2 $1.0M 957.00 1065.11
Charles Schwab Corporation (SCHW) 0.2 $1.0M 10k 97.74
Blackrock (BLK) 0.2 $986k 932.00 1057.93
Enterprise Products Partners (EPD) 0.2 $974k 27k 35.61
First Tr Exchange-traded SHS (FDL) 0.2 $959k 20k 49.11
Simplify Exchange Traded Fun Mbs Etf (MTBA) 0.2 $957k 21k 46.76
Ishares Tr National Mun Etf (MUB) 0.2 $948k 9.4k 101.10
Astrazeneca Ord (AZN) 0.2 $923k 5.7k 161.47
Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI) 0.2 $893k 35k 25.26
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.2 $889k 20k 44.85
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.2 $880k 18k 47.86
Chevron Corporation (CVX) 0.2 $874k 4.3k 204.21
PNC Financial Services (PNC) 0.2 $868k 3.9k 222.26
East West Ban (EWBC) 0.1 $826k 6.7k 123.93
NiSource (NI) 0.1 $821k 21k 39.00
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $793k 14k 56.66
Totalenergies Se Act (TTE) 0.1 $787k 9.2k 85.50
Dbx Etf Tr Xtrackers Muni (RVNU) 0.1 $786k 34k 23.30
Qualcomm (QCOM) 0.1 $783k 4.3k 184.04
salesforce (CRM) 0.1 $780k 3.4k 229.57
Johnson & Johnson (JNJ) 0.1 $733k 2.8k 264.74
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $729k 13k 56.22
HSBC HLDGS Spon Adr New (HSBC) 0.1 $724k 7.3k 99.31
Emerson Electric (EMR) 0.1 $711k 4.6k 155.10
Eaton Corp SHS (ETN) 0.1 $697k 1.6k 429.71
American Express Company (AXP) 0.1 $691k 2.3k 304.10
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $689k 10k 66.79
SLB Com Stk (SLB) 0.1 $662k 14k 48.72
Ishares Silver Tr Ishares (SLV) 0.1 $653k 12k 54.51
Metropcs Communications (TMUS) 0.1 $633k 3.9k 163.08
Verizon Communications (VZ) 0.1 $605k 13k 45.87
Exxonmobil Holdings Corp Com Shs 0.1 $601k 3.7k 162.75
Oracle Corporation (ORCL) 0.1 $596k 4.3k 137.30
Arista Networks Com Shs (ANET) 0.1 $586k 2.9k 203.59
Nextera Energy (NEE) 0.1 $584k 7.7k 75.74
Bank of America Corporation (BAC) 0.1 $583k 11k 54.43
Spdr Series Trust ST STR PR SP1500 (SPTM) 0.1 $569k 6.2k 92.05
Adobe Systems Incorporated (ADBE) 0.1 $569k 2.4k 239.94
Cummins (CMI) 0.1 $559k 1.1k 516.57
Teledyne Technologies Incorporated (TDY) 0.1 $555k 915.00 606.81
Etf Ser Solutions Distillate Smlmd (DSMC) 0.1 $555k 13k 41.68
At&t (T) 0.1 $532k 22k 24.40
Fortinet (FTNT) 0.1 $529k 3.0k 178.76
Pimco Access Income Fund Shs Benfin Int (PAXS) 0.1 $526k 40k 13.23
Nxp Semiconductors N V (NXPI) 0.1 $525k 2.2k 237.53
Cisco Systems (CSCO) 0.1 $519k 4.8k 107.62
Applied Digital Corp Com New (APLD) 0.1 $518k 21k 24.37
Marvell Technology (MRVL) 0.1 $513k 1.9k 264.21
Pepsi (PEP) 0.1 $507k 4.0k 126.73
Accenture Plc Ireland Shs Class A (ACN) 0.1 $487k 2.7k 183.37
Everpure Cl A (P) 0.1 $468k 3.6k 130.78
EOG Resources (EOG) 0.1 $462k 3.4k 137.76
Mp Materials Corp Com Cl A (MP) 0.1 $461k 9.7k 47.29
Ishares Em Mkts Div Etf (DVYE) 0.1 $456k 13k 34.00
Bunge Global Sa Com Shs (BG) 0.1 $443k 4.1k 106.95
Vanguard Index Fds MRNGSTR TTL STK (VTI) 0.1 $434k 1.2k 374.12
MetLife (MET) 0.1 $425k 4.5k 94.16
Honeywell International (HON) 0.1 $422k 2.0k 210.94
Ishares Tr Russell 2000 Etf (IWM) 0.1 $421k 1.5k 277.89
First Tr Exchange-traded Indxx Nat Re Etf (FTRI) 0.1 $418k 25k 16.78
Intel Corporation (INTC) 0.1 $418k 3.5k 120.23
Alphabet Cap Stk Cl C (GOOG) 0.1 $417k 1.2k 340.66
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $411k 4.8k 84.96
Ishares Gold Tr Ishares New (IAU) 0.1 $400k 5.1k 78.10
Fidelity Covington Trust Msci Consm Dis (FDIS) 0.1 $399k 4.2k 94.71
Vanguard World Inf Tech Etf (VGT) 0.1 $399k 3.2k 125.67
Applied Materials (AMAT) 0.1 $392k 767.00 511.53
AutoNation (AN) 0.1 $388k 2.5k 157.44
Citizens Financial (CFG) 0.1 $386k 6.1k 63.76
Ishares Tr Select Divid Etf (DVY) 0.1 $379k 2.5k 152.07
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $378k 4.4k 86.80
Bitwise 10 Crypto Index Etf Unit Beneficial (BITW) 0.1 $377k 6.9k 54.90
Amgen (AMGN) 0.1 $375k 889.00 421.51
Fidelity Covington Trust Msci Indl Indx (FIDU) 0.1 $370k 4.2k 88.57
Allegion Ord Shs (ALLE) 0.1 $369k 2.4k 153.77
Walt Disney Company (DIS) 0.1 $368k 3.5k 104.90
American Tower Reit (AMT) 0.1 $355k 2.2k 163.69
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) 0.1 $343k 4.7k 72.87
Uber Technologies (UBER) 0.1 $338k 4.9k 68.51
Aptar (ATR) 0.1 $338k 2.8k 121.16
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $335k 17k 19.77
Group 1 Automotive (GPI) 0.1 $335k 1.4k 240.41
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ) 0.1 $331k 12k 28.54
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $327k 2.0k 166.28
Lithia Motors (LAD) 0.1 $327k 1.1k 291.83
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $326k 6.9k 47.34
Freeport Mcmoran CL B (FCX) 0.1 $325k 4.6k 70.00
Pimco Dynamic Income Oprnts Com Ben Shs (PDO) 0.1 $320k 27k 11.86
Ge Vernova (GEV) 0.1 $316k 332.00 950.49
First Tr Exchange-traded A Com Shs (FTC) 0.1 $314k 1.8k 177.40
Ishares Tr Latn Amer 40 Etf (ILF) 0.1 $300k 8.7k 34.50
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $296k 3.5k 85.48
Gentex Corporation (GNTX) 0.1 $295k 14k 21.74
Vanguard Index Fds Mrngstr Sml Cap (VB) 0.1 $292k 1.0k 284.49
Vanguard Index Fds MRNGSTR SML CP V (VBR) 0.1 $287k 1.2k 231.03
Textron (TXT) 0.1 $284k 3.7k 76.20
TJX Companies (TJX) 0.0 $278k 2.1k 132.31
Ishares Tr Core S&p500 Etf (IVV) 0.0 $264k 345.00 765.85
Invesco Exch Traded Fd Tr Ii Short Term Etf (TBLL) 0.0 $262k 2.5k 105.56
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.0 $262k 527.00 497.95
West Pharmaceutical Services (WST) 0.0 $261k 705.00 370.76
First Tr Exchange-traded Vest Laddered (ACYN) 0.0 $261k 13k 20.86
Vanguard World Health Car Etf (VHT) 0.0 $261k 826.00 316.08
Altria (MO) 0.0 $255k 3.8k 67.34
Raytheon Technologies Corp (RTX) 0.0 $247k 1.3k 185.59
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $246k 992.00 247.93
Lam Research Corp Com New (LRCX) 0.0 $245k 747.00 328.51
Ameren Corporation (AEE) 0.0 $235k 2.4k 99.38
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $234k 8.5k 27.47
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $233k 4.6k 50.35
Vanguard Index Fds Mrngstr Mid Cap (VO) 0.0 $231k 2.9k 78.42
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $230k 1.0k 228.28
Coca-Cola Company (KO) 0.0 $227k 2.6k 86.07
Boston Scientific Corporation (BSX) 0.0 $225k 5.2k 43.65
Ishares Tr Us Home Cons Etf (ITB) 0.0 $222k 2.5k 87.03
Vanguard Index Fds Mrngstr Grwt Etf (VUG) 0.0 $220k 2.4k 90.11
Pfizer (PFE) 0.0 $213k 7.5k 28.52
Rocket Lab Corp (RKLB) 0.0 $209k 3.0k 69.68
Rio Tinto Sponsored Adr (RIO) 0.0 $208k 2.2k 94.19
Asml Hldg Nv N Y Registry Shs (ASML) 0.0 $207k 114.00 1811.67
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.0 $203k 8.6k 23.71
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $203k 2.2k 94.54
Alliant Energy Corporation (LNT) 0.0 $200k 3.2k 63.30
Pitney Bowes (PBI) 0.0 $198k 12k 16.32
Blackstone Mortgage Trust In Com Cl A (BXMT) 0.0 $187k 16k 11.45
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $141k 25k 5.63
Purple Innovation Com Shs 0.0 $35k 16k 2.19