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Crumly & Associates Inc. Top Holdings and 13F Report (2025)

About Crumly & Associates Inc.

Investment Activity

  • Crumly & Associates Inc. has $410.83 million in total holdings as of June 30, 2025.
  • Crumly & Associates Inc. owns shares of 159 different stocks, but just 39 companies or ETFs make up 80% of its holdings.
  • Approximately 12.92% of the portfolio was purchased this quarter.
  • About 8.04% of the portfolio was sold this quarter.
  • This quarter, Crumly & Associates Inc. has purchased 167 new stocks and bought additional shares in 48 stocks.
  • Crumly & Associates Inc. sold shares of 79 stocks and completely divested from 26 stocks this quarter.

Largest New Holdings this Quarter

464287499 - iShares Russell Mid-Cap ETF
$2,008,257 Holding
464287614 - iShares Russell 1000 Growth ETF
$1,275,863 Holding
464287598 - iShares Russell 1000 Value ETF
$856,360 Holding
69344A768 - PGIM ETF TR
$752,153 Holding
00206R102 - AT&T
$589,739 Holding

Largest Purchases this Quarter

JPMorgan Ultra-Short Income ETF
350,636 shares (about $17.77M)
JPMorgan Active Growth ETF
53,055 shares (about $4.57M)
SPDR S&P 500 ETF Trust
4,294 shares (about $2.65M)
iShares Russell Mid-Cap ETF
21,836 shares (about $2.01M)

Largest Sales this Quarter

ETF SER SOLUTIONS
155,440 shares (about $5.05M)
Vanguard S&P 500 ETF
6,835 shares (about $3.88M)
JPMorgan Active Value ETF
29,270 shares (about $1.92M)
First Trust Municipal High Income ETF
36,542 shares (about $1.71M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofCrumly & Associates Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
JPMorgan Active Growth ETF stock logo
JGRO
JPMorgan Active Growth ETF
$28,929,160$4,566,444 18.7%336,1127.0%ETF
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$21,957,605$516,162 2.4%349,9785.3%Manufacturing
Distillate U.S. Fundamental Stability & Value ETF stock logo
DSTL
Distillate U.S. Fundamental Stability & Value ETF
$19,948,893$770,360 4.0%360,4144.9%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$18,049,125$17,770,233 6,371.7%356,1394.4%ETF
iShares Currency Hedged MSCI EAFE ETF stock logo
HEFA
iShares Currency Hedged MSCI EAFE ETF
$16,224,863$386,357 -2.3%427,4203.9%ETF
First Trust SMID Cap Rising Dividend Achievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
$13,662,462$3,904,614 40.0%387,2583.3%ETF
Vanguard Mega Cap Value ETF stock logo
MGV
Vanguard Mega Cap Value ETF
$13,232,570$1,939,005 17.2%100,8583.2%ETF
ETF SER SOLUTIONS
$11,851,849$315,234 2.7%423,3052.9%DISTILLATE INTNL
TIDAL TR II
$11,367,284$864,561 8.2%442,7342.8%HILTON SMALL-MID
First Trust NASDAQ Technology Dividend Index Fund stock logo
TDIV
First Trust NASDAQ Technology Dividend Index Fund
$11,076,663$1,054,538 10.5%122,8422.7%Manufacturing
First Trust India NIFTY 50 Equal Weight ETF stock logo
NFTY
First Trust India NIFTY 50 Equal Weight ETF
$10,514,330$392,802 3.9%175,3272.6%Manufacturing
JANUS DETROIT STR TR
$10,275,002$947,528 10.2%195,2682.5%HENDERSON SECURI
iShares Russell Top 200 Growth ETF stock logo
IWY
iShares Russell Top 200 Growth ETF
$10,212,371$37,469 -0.4%41,4282.5%ETF
First Trust RBA American Industrial Renaissance ETF stock logo
AIRR
First Trust RBA American Industrial Renaissance ETF
$8,116,720$1,409,441 21.0%99,7142.0%Manufacturing
Fidelity MSCI Communication Services Index ETF stock logo
FCOM
Fidelity MSCI Communication Services Index ETF
$8,032,120$807,276 11.2%123,9332.0%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$7,927,841$559,282 -6.6%123,9891.9%ETF
iShares MSCI India Small-Cap ETF stock logo
SMIN
iShares MSCI India Small-Cap ETF
$7,524,587$322,304 4.5%97,4941.8%ETF
First Trust Value Line Dividend Index Fund stock logo
FVD
First Trust Value Line Dividend Index Fund
$7,309,974$289,299 -3.8%163,5341.8%ETF
BITWISE BITCOIN ETF TR
$7,126,477$1,132,720 18.9%121,6331.7%SHS BEN INT
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$6,989,619$3,882,491 -35.7%12,3051.7%ETF
Fidelity MSCI Information Technology Index ETF stock logo
FTEC
Fidelity MSCI Information Technology Index ETF
$6,622,268$1,320,391 -16.6%33,5781.6%ETF
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$5,952,820$726,944 -10.9%54,5131.4%ETF
DEUS
Xtrackers Russell US Multifactor ETF
$5,801,091$169,432 -2.8%103,1951.4%ETF
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$5,799,087$706,746 13.9%126,7561.4%ETF
Capital Group U.S. Multi-Sector Income ETF stock logo
CGMS
Capital Group U.S. Multi-Sector Income ETF
$5,624,564$477,495 9.3%203,6411.4%ETF
iShares MSCI Intl Quality Factor ETF stock logo
IQLT
iShares MSCI Intl Quality Factor ETF
$5,253,616$306,301 6.2%121,5551.3%ETF
Janus Henderson AAA CLO ETF stock logo
JAAA
Janus Henderson AAA CLO ETF
$4,922,395$200,869 -3.9%96,9931.2%ETF
First Trust NASDAQ-100 Equal Weighted Index Fund stock logo
QQEW
First Trust NASDAQ-100 Equal Weighted Index Fund
$4,753,810$540,637 -10.2%34,8291.2%Manufacturing
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$4,728,666$103,807 -2.1%55,7561.2%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$4,269,128$2,652,914 164.1%6,9101.0%Finance
Apple Inc. stock logo
AAPL
Apple
$3,902,684$120,433 -3.0%19,0220.9%Computer and Technology
PIMCO Short Term Municipal Bond Exchange-Traded Fund stock logo
SMMU
PIMCO Short Term Municipal Bond Exchange-Traded Fund
$3,460,805$300,567 -8.0%68,9820.8%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$3,145,937$2,171 -0.1%50,7250.8%ETF
First Trust Energy AlphaDEX Fund stock logo
FXN
First Trust Energy AlphaDEX Fund
$2,957,918$494,413 -14.3%194,8560.7%ETF
First Trust Municipal High Income ETF stock logo
FMHI
First Trust Municipal High Income ETF
$2,828,409$1,706,497 -37.6%60,5660.7%Manufacturing
Broadcom Inc. stock logo
AVGO
Broadcom
$2,771,110$251,668 -8.3%10,0530.7%Computer and Technology
First Trust North American Energy Infrastructure Fund stock logo
EMLP
First Trust North American Energy Infrastructure Fund
$2,734,329$40,998 -1.5%72,8960.7%ETF
JPMorgan Active Value ETF stock logo
JAVA
JPMorgan Active Value ETF
$2,657,401$1,917,185 -41.9%40,5710.6%ETF
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$2,575,1590.0%5,8440.6%Finance
First Trust Industrials/Producer Durables AlphaDEX Fund stock logo
FXR
First Trust Industrials/Producer Durables AlphaDEX Fund
$2,546,214$16,922 -0.7%34,3060.6%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$2,493,865$104,450 -4.0%5,0140.6%Computer and Technology
Netflix, Inc. stock logo
NFLX
Netflix
$2,482,747$135,252 -5.2%1,8540.6%Consumer Discretionary
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$2,045,310$109,453 -5.1%39,0550.5%ETF
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$2,008,257$2,008,257 New Holding21,8360.5%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,898,162$189,334 11.1%8,6520.5%Retail/Wholesale
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,751,138$35,951 -2.0%6,0400.4%Finance
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,685,293$93,373 -5.2%10,6670.4%Computer and Technology
First Trust Financials AlphaDEX Fund stock logo
FXO
First Trust Financials AlphaDEX Fund
$1,587,829$4,653 -0.3%28,3240.4%ETF
JPMorgan Municipal ETF stock logo
JMUB
JPMorgan Municipal ETF
$1,565,695$232,911 -12.9%31,5410.4%ETF
SPDR Russell 1000 Yield Focus ETF stock logo
ONEY
SPDR Russell 1000 Yield Focus ETF
$1,485,7510.0%13,7230.4%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$1,428,517$290,024 25.5%4,4970.3%Auto/Tires/Trucks
DEEF
Xtrackers FTSE Developed ex US Multifactor ETF
$1,385,084$235 0.0%41,2350.3%ETF
Walmart Inc. stock logo
WMT
Walmart
$1,348,620$62,581 -4.4%13,7920.3%Retail/Wholesale
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$1,275,863$1,275,863 New Holding3,0050.3%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$1,234,529$148,537 -10.7%9,1590.3%ETF
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$1,189,899$154,229 -11.5%5,2540.3%Computer and Technology
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$1,103,309$744,316 -40.3%10,5600.3%ETF
CrowdStrike stock logo
CRWD
CrowdStrike
$1,089,923$73,341 -6.3%2,1400.3%Computer and Technology
Constellation Energy Corporation stock logo
CEG
Constellation Energy
$1,088,992$690,061 173.0%3,3740.3%Energy
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$1,046,762$54,497 -4.9%1,4790.3%Finance
ETF SER SOLUTIONS
$1,044,185$5,054,910 -82.9%32,1090.3%DISTILLATE SMLMD
Alphabet Inc. stock logo
GOOGL
Alphabet
$987,417$53,926 -5.2%5,6030.2%Computer and Technology
RVNU
Xtrackers Municipal Infrastructure Revenue Bond ETF
$939,640$722,555 -43.5%39,1680.2%ETF
First Trust Managed Municipal ETF stock logo
FMB
First Trust Managed Municipal ETF
$915,941$98,494 -9.7%18,3850.2%Manufacturing
East West Bancorp, Inc. stock logo
EWBC
East West Bancorp
$875,699$56,246 -6.0%8,6720.2%Finance
BLACKROCK INC
$864,386$41,960 -4.6%8240.2%COM
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$856,360$856,360 New Holding4,4090.2%ETF
KLA Corporation stock logo
KLAC
KLA
$841,996$19,706 -2.3%9400.2%Computer and Technology
First Trust Morningstar Dividend Leaders Index Fund stock logo
FDL
First Trust Morningstar Dividend Leaders Index Fund
$837,609$135,910 -14.0%20,0050.2%ETF
Fiserv, Inc. stock logo
FI
Fiserv
$824,982$29,655 3.7%4,7850.2%Business Services
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$823,608$16,697 -2.0%9,0270.2%Finance
Prologis, Inc. stock logo
PLD
Prologis
$815,509$16,924 2.1%7,7580.2%Finance
Meta Platforms, Inc. stock logo
META
Meta Platforms
$800,830$485,665 154.1%1,0850.2%Computer and Technology
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$786,973$5,242 -0.7%3,3030.2%Computer and Technology
Visa Inc. stock logo
V
Visa
$754,619$19,886 -2.6%2,1250.2%Business Services
PGIM ETF TR
$752,153$752,153 New Holding14,9370.2%ULTRA SHORT MUNI
Invesco QQQ stock logo
QQQ
Invesco QQQ
$740,519$1,104 0.1%1,3420.2%Finance
NiSource, Inc stock logo
NI
NiSource
$737,173$10,690 1.5%18,2740.2%Utilities
Group 1 Automotive, Inc. stock logo
GPI
Group 1 Automotive
$665,993$13,975 -2.1%1,5250.2%Retail/Wholesale
Fidelity MSCI Health Care Index ETF stock logo
FHLC
Fidelity MSCI Health Care Index ETF
$645,037$58,959 10.1%10,0870.2%ETF
Boston Scientific Corporation stock logo
BSX
Boston Scientific
$643,708$182,812 -22.1%5,9930.2%Medical
American Express Company stock logo
AXP
American Express
$637,960$38,916 -5.7%2,0000.2%Finance
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$627,095$23,352 -3.6%7,9220.2%Medical
Medtronic PLC stock logo
MDT
Medtronic
$615,682$19,003 3.2%7,0630.1%Medical
The PNC Financial Services Group, Inc stock logo
PNC
The PNC Financial Services Group
$613,135$6,152 -1.0%3,2890.1%Finance
PIMCO Access Income Fund stock logo
PAXS
PIMCO Access Income Fund
$600,6230.0%39,7500.1%Financial Services
Salesforce Inc. stock logo
CRM
Salesforce
$596,918$10,635 -1.8%2,1890.1%Computer and Technology
AT&T Inc. stock logo
T
AT&T
$589,739$589,739 New Holding20,3780.1%Computer and Technology
Bank of America Corporation stock logo
BAC
Bank of America
$569,827$90,476 -13.7%12,0420.1%Finance
TotalEnergies SE Sponsored ADR stock logo
TTE
TotalEnergies
$561,797$19,645 -3.4%9,1510.1%Energy
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$551,482$8,218 1.5%17,7840.1%Energy
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$546,301$111,381 -16.9%7,0580.1%Computer and Technology
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$538,092$69 0.0%7,7510.1%Utilities
PALANTIR TECHNOLOGIES INC
$536,010$536,010 New Holding3,9320.1%CL A
Freeport-McMoRan Inc. stock logo
FCX
Freeport-McMoRan
$533,335$65,285 -10.9%12,3030.1%Basic Materials
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$527,8590.0%7,0480.1%ETF
iShares Russell Top 200 ETF stock logo
IWL
iShares Russell Top 200 ETF
$524,742$524,742 New Holding3,4270.1%ETF
Newmont Corporation stock logo
NEM
Newmont
$500,279$500,279 New Holding8,5870.1%Basic Materials
CyberArk Software Ltd. stock logo
CYBR
CyberArk Software
$498,021$278,306 -35.8%1,2240.1%Computer and Technology
Chevron Corporation stock logo
CVX
Chevron
$497,872$5,584 1.1%3,4770.1%Energy

Showing largest 100 holdings. View all holdings.
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