Crumly & Associates Inc. Top Holdings and 13F Report (2026) About Crumly & Associates Inc.Investment ActivityCrumly & Associates Inc. has $475.95 million in total holdings as of March 31, 2026.Crumly & Associates Inc. owns shares of 200 different stocks, but just 47 companies or ETFs make up 80% of its holdings.Approximately 11.95% of the portfolio was purchased this quarter.About 10.56% of the portfolio was sold this quarter.This quarter, Crumly & Associates Inc. has purchased 203 new stocks and bought additional shares in 109 stocks.Crumly & Associates Inc. sold shares of 42 stocks and completely divested from 9 stocks this quarter.Largest Holdings iShares Currency Hedged MSCI EAFE ETF $26,205,211JPMorgan Active Growth ETF $21,449,401First Trust Rising Dividend Achievers ETF $20,887,528Distillate U.S. Fundamental Stability & Value ETF $20,788,511ETF SER SOLUTIONS $19,755,282 Largest New Holdings this Quarter 21873S108 - COREWEAVE INC $2,653,502 Holding61774R882 - MORGAN STANLEY ETF TRUST $892,109 Holding36828A101 - GE VERNOVA INC $286,311 Holding46438F101 - ISHARES BITCOIN TRUST ETF $264,176 Holding02209S103 - Altria Group $239,016 Holding Largest Purchases this Quarter Janus Henderson AAA CLO ETF 180,547 shares (about $9.09M)PGIM ETF TR 157,764 shares (about $7.82M)iShares Currency Hedged MSCI EAFE ETF 161,944 shares (about $6.88M)ETF SER SOLUTIONS 170,638 shares (about $5.53M)iShares MSCI India Small-Cap ETF 81,932 shares (about $4.91M) Largest Sales this Quarter Capital Group U.S. Multi-Sector Income ETF 220,574 shares (about $6.01M)Fidelity Total Bond ETF 131,386 shares (about $5.99M)Vanguard Mega Cap Value ETF 28,804 shares (about $4.18M)First Trust NASDAQ Technology Dividend Index Fund 35,046 shares (about $3.28M)JPMorgan Active Growth ETF 33,668 shares (about $2.85M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCrumly & Associates Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorHEFAiShares Currency Hedged MSCI EAFE ETF$26,205,211$6,881,807 â–²35.6%616,6665.5%ETFJGROJPMorgan Active Growth ETF$21,449,401$2,845,619 â–¼-11.7%253,7794.5%ETFRDVYFirst Trust Rising Dividend Achievers ETF$20,887,528$2,243,680 â–¼-9.7%305,9104.4%ManufacturingDSTLDistillate U.S. Fundamental Stability & Value ETF$20,788,511$423,623 â–¼-2.0%359,1664.4%ETFETF SER SOLUTIONS$19,755,282$5,529,641 â–²38.9%609,6244.2%DISTILLATE INTNLSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$17,093,175$1,703,730 â–¼-9.1%433,5073.6%ETFNFTYFirst Trust India NIFTY 50 Equal Weight ETF$14,522,485$4,715,846 â–²48.1%282,0093.1%ManufacturingJAAAJanus Henderson AAA CLO ETF$13,640,599$9,094,152 â–²200.0%270,8082.9%ETFPGIM ETF TR$13,174,764$7,824,306 â–²146.2%265,6472.8%SHRT DUR HGH YLDTIDAL TRUST II$12,225,147$1,531,293 â–¼-11.1%449,7852.6%HILTON SMALL-MIDSMINiShares MSCI India Small-Cap ETF$11,258,269$4,912,643 â–²77.4%187,7632.4%ETFAIRRFirst Trust RBA American Industrial Renaissance ETF$10,768,380$1,165,296 â–¼-9.8%97,2052.3%ManufacturingMGVVanguard Mega Cap Value ETF$10,344,357$4,175,140 â–¼-28.8%71,3652.2%ETFIWYiShares Russell Top 200 Growth ETF$10,204,385$30,607 â–¼-0.3%41,0082.1%ETFTDIVFirst Trust NASDAQ Technology Dividend Index Fund$9,780,494$3,282,393 â–¼-25.1%104,4262.1%ManufacturingBITWISE BITCOIN ETF TR$9,430,759$2,258,294 â–²31.5%256,2012.0%SHS BEN INTFCOMFidelity MSCI Communication Services Index ETF$9,230,577$1,586,238 â–¼-14.7%135,5051.9%ETFDGROiShares Core Dividend Growth ETF$8,098,342$181,555 â–¼-2.2%115,3941.7%ETFGRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund$7,684,171$353,987 â–¼-4.4%46,9751.6%ETFFVDFirst Trust Value Line Dividend Index Fund$7,473,077$75,483 â–¼-1.0%158,9001.6%ETFVOOVanguard S&P 500 ETF$7,246,656$32,268 â–¼-0.4%12,1271.5%ETFFTECFidelity MSCI Information Technology Index ETF$7,130,269$24,966 â–¼-0.3%34,2721.5%ETFXLEEnergy Select Sector SPDR Fund$7,072,475$2,512 â–²0.0%115,4501.5%ETFRSPInvesco S&P 500 Equal Weight ETF$5,834,560$1,364,743 â–¼-19.0%30,4011.2%ETFDEUSXtrackers Russell US Multifactor ETF$5,696,497$53,182 â–¼-0.9%95,1161.2%ETFAAPLApple$5,609,610$794,375 â–²16.5%22,1031.2%Computer and TechnologyVONGVanguard Russell 1000 Growth ETF$5,315,358$418,687 â–¼-7.3%48,4581.1%ETFSMMUPIMCO Short Term Municipal Bond Exchange-Traded Fund$5,301,845$717,954 â–²15.7%105,0911.1%ETFIQLTiShares MSCI Intl Quality Factor ETF$5,078,381$515,882 â–¼-9.2%109,8501.1%ETFSPYSPDR S&P 500 ETF Trust$4,640,242$146,329 â–²3.3%7,1351.0%FinanceFXNFirst Trust Energy AlphaDEX Fund$4,339,7280.0%193,2200.9%ETFQQEWFirst Trust NASDAQ-100 Equal Weighted Index Fund$3,964,113$217,506 â–¼-5.2%31,2200.8%ManufacturingIJHiShares Core S&P Mid-Cap ETF$3,355,760$5,470 â–¼-0.2%49,6930.7%ETFFMHIFirst Trust Municipal High Income ETF$3,274,126$427,052 â–¼-11.5%68,8710.7%ManufacturingAVGOBroadcom$3,221,656$136,183 â–²4.4%10,4090.7%Computer and TechnologyEMLPFirst Trust North American Energy Infrastructure Fund$3,180,0200.0%72,8360.7%ETFJMUBJPMorgan Municipal ETF$3,165,183$763,351 â–²31.8%63,3160.7%ETFSIMPLIFY EXCHANGE TRADED FUN$2,972,943$1,907,080 â–²178.9%60,1080.6%MBS ETFFXRFirst Trust Industrials/Producer Durables AlphaDEX Fund$2,765,1600.0%33,8740.6%ETFDIASPDR Dow Jones Industrial Average ETF Trust$2,706,8820.0%5,8440.6%FinanceCOREWEAVE INC$2,653,502$2,653,502 â–²New Holding34,2520.6%COM CL AJAVAJPMorgan Active Value ETF$2,399,320$262,390 â–¼-9.9%33,4400.5%ETFJPSTJPMorgan Ultra-Short Income ETF$2,376,140$1,142,926 â–¼-32.5%46,9500.5%ETFMSFTMicrosoft$2,192,966$290,594 â–²15.3%5,9240.5%Computer and TechnologyNVDANVIDIA$2,125,449$108,479 â–²5.4%12,1870.4%Computer and TechnologyAMZNAmazon.com$2,094,988$99,137 â–²5.0%10,0590.4%Retail/WholesaleGLDSPDR Gold Shares$2,043,878$25,817 â–²1.3%4,7500.4%FinanceNFLXNetflix$1,972,133$105,573 â–²5.7%20,5110.4%Consumer DiscretionaryTSMTaiwan Semiconductor Manufacturing$1,934,984$41,227 â–²2.2%5,7260.4%Computer and TechnologyXLFFinancial Select Sector SPDR Fund$1,924,393$12,342 â–²0.6%38,9790.4%ETFJPMJPMorgan Chase & Co.$1,901,992$136,487 â–²7.7%6,4660.4%FinanceMUBiShares National Muni Bond ETF$1,898,490$275,671 â–¼-12.7%17,8850.4%ETFGOOGLAlphabet$1,880,880$99,781 â–²5.6%6,5410.4%Computer and TechnologyWALMART INC$1,874,962$118,311 â–²6.7%15,0870.4%COMTSLATesla$1,736,816$94,425 â–²5.7%4,6720.4%Auto/Tires/TrucksQQQInvesco QQQ$1,719,832$1,154 â–²0.1%2,9800.4%FinanceIWRiShares Russell Mid-Cap ETF$1,707,748$15,654 â–²0.9%17,5640.4%ETFONEYSPDR Russell 1000 Yield Focus ETF$1,647,4430.0%13,7230.3%ETFDEEFXtrackers FTSE Developed ex US Multifactor ETF$1,558,6090.0%41,2350.3%ETFRVNUXtrackers Municipal Infrastructure Revenue Bond ETF$1,508,328$80,310 â–¼-5.1%61,2270.3%ETFFXOFirst Trust Financials AlphaDEX Fund$1,494,977$4,327 â–¼-0.3%26,6060.3%ETFKLACKLA$1,360,507$19,141 â–²1.4%9240.3%Computer and TechnologyPLDPrologis$1,334,210$104,024 â–²8.5%10,0940.3%FinanceEPDEnterprise Products Partners$1,293,939$88,659 â–²7.4%34,1950.3%EnergyXLVHealth Care Select Sector SPDR Fund$1,281,504$19,792 â–²1.6%8,7410.3%ETFNEMNewmont$1,208,764$51,962 â–²4.5%11,1660.3%Basic MaterialsGSThe Goldman Sachs Group$1,176,772$35,532 â–²3.1%1,3910.2%FinanceAXPAmerican Express$1,129,592$82,587 â–²7.9%3,7340.2%FinanceCEGConstellation Energy$1,104,155$81,262 â–²7.9%3,9540.2%EnergyIWFiShares Russell 1000 Growth ETF$1,033,167$154,783 â–¼-13.0%2,4230.2%ETFCRWDCrowdStrike$998,669$107,753 â–²12.1%2,5580.2%Computer and TechnologyNINiSource$982,893$80,162 â–²8.9%21,0650.2%UtilitiesSCHWCharles Schwab$973,992$82,043 â–²9.2%10,3640.2%FinanceFDLFirst Trust Morningstar Dividend Leaders Index Fund$940,968$34,798 â–²3.8%18,5230.2%ETFFMBFirst Trust Managed Municipal ETF$931,3840.0%18,3850.2%ManufacturingMORGAN STANLEY ETF TRUST$892,109$892,109 â–²New Holding16,9780.2%EATON VANCE INTEBLACKROCK INC$879,658$87,485 â–²11.0%9150.2%COMMRKMerck & Co., Inc.$869,785$33,680 â–²4.0%7,2310.2%MedicalVVisa$848,955$145,069 â–²20.6%2,8090.2%Business ServicesPNCThe PNC Financial Services Group$829,031$105,502 â–²14.6%3,9840.2%FinanceTOTALENERGIES SE$818,519$11,008 â–²1.4%8,9970.2%ACTCVXChevron$812,289$65,380 â–²8.8%3,9260.2%EnergySLViShares Silver Trust$784,155$8,926 â–²1.2%11,5080.2%ETFTMUST-Mobile US$778,791$57,758 â–²8.0%3,7080.2%Computer and TechnologyPANWPalo Alto Networks$778,033$404,167 â–²108.1%4,8530.2%Computer and TechnologyMDTMedtronic$774,152$114,814 â–²17.4%8,9340.2%MedicalEWBCEast West Bancorp$754,793$16,761 â–¼-2.2%7,0700.2%FinanceMETAMeta Platforms$738,086$33,757 â–²4.8%1,2900.2%Computer and TechnologyLLYEli Lilly and Company$722,019$7,358 â–²1.0%7850.2%MedicalNEENextEra Energy$713,226$2,601 â–²0.4%7,6790.1%UtilitiesXOMExxonMobil$705,046$292,808 â–²71.0%4,1560.1%EnergyFHLCFidelity MSCI Health Care Index ETF$703,9550.0%10,0050.1%ETFSLBSLB$691,9150.0%13,4640.1%EnergyAMGNAmgen$680,126$36,592 â–²5.7%1,9330.1%MedicalPALANTIR TECHNOLOGIES INC$677,423$50,613 â–²8.1%4,6310.1%CL ACRMSalesforce$619,558$137,016 â–²28.4%3,3190.1%Computer and TechnologyVZVerizon Communications$618,665$9,638 â–²1.6%12,3240.1%Computer and TechnologyBRK.BBerkshire Hathaway$604,271$5,271 â–²0.9%1,2610.1%FinancePGIM ETF TR$594,456$55,121 â–²10.2%11,6150.1%AAA CLO ETFHSBCHSBC$585,432$17,653 â–¼-2.9%7,0970.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
