Crumly & Associates Inc. Portfolio Holdings

Crumly & Associates Inc.

  • $318 Million
  • Q3 2024

Crumly & Associates Inc. has filed its 13F form on November 01, 2024 for Q3 2024 where it was disclosed a total value porftolio of $318 Million distributed in 148 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Trust Rising Dividend Ac with a value of $18.5M, ETF Ser Solution Distillate Us with a value of $17.2M, Ishares Currency Hedged Msci E with a value of $15.3M, Ishares Core Dividend Growth E with a value of $15.2M, and Vanguard Russell 1000 Growth E with a value of $14M.

Examining the 13F form we can see an increase of $443K in the current position value, from $317M to 318M.

Below you can find more details about Crumly & Associates Inc. portfolio as well as his latest detailed transactions.

Portfolio value $318 Million
ETFs: $267 Million
Technology: $16.3 Million
Financial Services: $7.87 Million
Consumer Cyclical: $5.46 Million
Healthcare: $4.16 Million
Communication Services: $3.98 Million
Industrials: $3.52 Million
Energy: $3.1 Million
Other: $6.66 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$18.5 Million 5.81% of portfolio
312,175
Q3 2024 Reduced 8.08%
$0
$17.2 Million 5.41% of portfolio
303,310
Q3 2024 Reduced 10.52%
$0
$15.3 Million 4.82% of portfolio
432,902
Q3 2024 Reduced 16.96%
$0
$15.2 Million 4.78% of portfolio
242,396
Q3 2024 Reduced 11.09%
$0
$14 Million 4.39% of portfolio
144,632
Q3 2024 Added 78.84%
$0
$11.2 Million 3.53% of portfolio
175,245
Q3 2024 Reduced 23.03%
$0
$11.2 Million 3.51% of portfolio
203,751
Q3 2024 Reduced 7.32%
$0
$10.3 Million 3.24% of portfolio
399,276
Q3 2024 Reduced 1.07%
$0
$9.21 Million 2.9% of portfolio
41,874
Q3 2024 Reduced 2.48%
$0
$9.03 Million 2.84% of portfolio
197,955
Q3 2024 Added 9.96%
$0
$8.23 Million 2.59% of portfolio
226,319
Q3 2024 Added 13.72%
$0
$7.87 Million 2.47% of portfolio
97,987
Q3 2024 New
$0
$7.76 Million 2.44% of portfolio
170,626
Q3 2024 Reduced 0.38%
$0
$7.27 Million 2.29% of portfolio
41,664
Q3 2024 Reduced 41.77%
$0
$6.48 Million 2.04% of portfolio
12,271
Q3 2024 Reduced 0.16%
$0
$6.31 Million 1.98% of portfolio
73,330
Q3 2024 Added 14.53%
$0
$5.66 Million 1.78% of portfolio
111,157
Q3 2024 Reduced 17.99%
$0
$5.41 Million 1.7% of portfolio
109,608
Q3 2024 Added 10.16%
$0
$5.06 Million 1.59% of portfolio
57,598
Q3 2024 Reduced 6.31%
$0
$5.05 Million 1.59% of portfolio
108,122
Q3 2024 Added 63.27%
$0
$4.79 Million 1.51% of portfolio
115,389
Q3 2024 Reduced 31.78%
$0
$4.68 Million 1.47% of portfolio
39,105
Q3 2024 New
$4.15T
$4.56 Million 1.44% of portfolio
19,594
Q3 2024 Added 4.4%
$0
$4.35 Million 1.37% of portfolio
146,915
Q3 2024 New
$0
$4.18 Million 1.31% of portfolio
257,589
Q3 2024 Reduced 52.73%
$0
$4.14 Million 1.3% of portfolio
40,548
Q3 2024 New
$0
$3.32 Million 1.04% of portfolio
53,243
Q3 2024 Reduced 3.27%
$0
$3.3 Million 1.04% of portfolio
65,350
Q3 2024 Added 47.58%
$0
$2.71 Million 0.85% of portfolio
35,822
Q3 2024 Reduced 1.34%
$0
$2.49 Million 0.78% of portfolio
74,110
Q3 2024 Reduced 3.1%
$0
$2.47 Million 0.78% of portfolio
5,844
Q2 2024 Added 0.24%
$0
$2.22 Million 0.7% of portfolio
40,230
Q3 2024 Reduced 67.05%
$3.27T
$1.99 Million 0.63% of portfolio
4,624
Q3 2024 Added 13.84%
$0
$1.96 Million 0.62% of portfolio
12,756
Q3 2024 Reduced 6.31%
$97.1B
$1.9 Million 0.6% of portfolio
11,038
Q3 2024 Added 906.2%
$0
$1.92 Million 0.6% of portfolio
42,445
Q3 2024 Reduced 7.49%
$0
$1.84 Million 0.58% of portfolio
16,972
Q3 2024 Added 48.86%
$0
$1.85 Million 0.58% of portfolio
36,166
Q3 2024 Reduced 4.81%
$0
$1.71 Million 0.54% of portfolio
65,355
Q3 2024 Added 59.09%
$0
$1.72 Million 0.54% of portfolio
33,463
Q3 2024 Added 59.7%
$0
$1.59 Million 0.5% of portfolio
14,155
Q3 2024 Reduced 9.03%
$415B
$1.47 Million 0.46% of portfolio
2,072
Q3 2024 Reduced 0.43%
$0
$1.46 Million 0.46% of portfolio
34,696
Q3 2024 Reduced 7.24%
$0
$1.46 Million 0.46% of portfolio
57,051
Q3 2024 Reduced 27.32%
$2.33T
$1.44 Million 0.45% of portfolio
7,733
Q3 2024 Added 6.03%
$0
$1.4 Million 0.44% of portfolio
55,089
Q3 2024 Reduced 28.12%
$0
$1.29 Million 0.41% of portfolio
41,648
Q1 2024 Reduced 3.2%
$711B
$1.26 Million 0.39% of portfolio
5,956
Q3 2024 Added 2.25%
$349B
$1.25 Million 0.39% of portfolio
10,319
Q3 2024 Added 162.5%

Summary

  • Portfolio
  • No. of Stocks 148
  • Current Value $318 Million
  • Prior Value $317 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 01, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 20 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 68 stocks
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