Crumly & Associates Inc. Portfolio Holdings

Crumly & Associates Inc.

  • $323 Million
  • Q4 2024

Crumly & Associates Inc. has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $323 Million distributed in 155 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 $19.7M, ETF Ser Solution Distillate Us with a value of $18.5M, Vanguard Russell 1000 Growth E with a value of $15.8M, Ishares Core Dividend Growth E with a value of $15.2M, and Ishares Currency Hedged Msci E with a value of $15.1M.

Examining the 13F form we can see an increase of $5.05M in the current position value, from $318M to 323M.

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

Portfolio value $323 Million
ETFs: $272 Million
Technology: $18.5 Million
Financial Services: $8.4 Million
Consumer Cyclical: $5.81 Million
Communication Services: $4.21 Million
Healthcare: $3.75 Million
Energy: $2.87 Million
Industrials: $2.38 Million
Other: $5.08 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.25T
$4.86 Million 1.51% of portfolio
19,423
Q4 2024 Reduced 0.87%
$72.2B
$2.55 Million 0.79% of portfolio
11,011
Q4 2024 Reduced 0.24%
$2.89T
$1.96 Million 0.61% of portfolio
4,639
Q4 2024 Added 0.32%
$414B
$1.8 Million 0.56% of portfolio
2,015
Q4 2024 Reduced 2.75%
$1.86T
$1.68 Million 0.52% of portfolio
7,635
Q4 2024 Reduced 1.27%
$688B
$1.44 Million 0.45% of portfolio
6,022
Q4 2024 Added 1.11%
$276B
$1.43 Million 0.44% of portfolio
10,654
Q4 2024 Added 3.25%
$257B
$1.28 Million 0.39% of portfolio
14,114
Q4 2024 Reduced 2.4%
$808B
$1.14 Million 0.35% of portfolio
5,758
Q4 2024 Reduced 1.71%
$922B
$1.1 Million 0.34% of portfolio
5,820
Q4 2024 Reduced 0.92%
$797B
$1.05 Million 0.33% of portfolio
2,602
Q4 2024 Reduced 10.98%
$12.6B
$867,000 0.27% of portfolio
9,055
Q4 2024 Reduced 5.49%
$172B
$850,000 0.26% of portfolio
1,486
Q4 2024 New
$44.6B
$841,000 0.26% of portfolio
7,622
Q4 2024 Reduced 7.31%
$135B
$803,000 0.25% of portfolio
8,991
Q4 2024 Reduced 0.79%
$90.8B
$772,000 0.24% of portfolio
7,307
Q4 2024 Reduced 19.02%
$327B
$738,000 0.23% of portfolio
3,346
Q4 2024 Reduced 2.34%
$255B
$727,000 0.23% of portfolio
2,177
Q4 2024 Reduced 2.99%
$548B
$675,000 0.21% of portfolio
2,136
Q4 2024 Reduced 1.66%
$140B
$690,000 0.21% of portfolio
9,332
Q4 2024 Reduced 0.99%
$201B
$692,000 0.21% of portfolio
6,957
Q4 2024 Reduced 16.08%
$16.3B
$684,000 0.21% of portfolio
18,632
Q4 2024 Reduced 1.21%
$173B
$640,000 0.2% of portfolio
9,329
Q4 2024 Reduced 7.03%
$5.48B
$656,000 0.2% of portfolio
1,557
Q3 2024 Reduced 1.02%
$191B
$655,000 0.2% of portfolio
2,210
Q4 2024 Reduced 2.3%
$94.9B
$601,000 0.19% of portfolio
954
Q4 2024 Added 13.98%
$62.7B
$607,000 0.19% of portfolio
3,149
Q4 2024 Added 4.55%
$13.8B
$600,000 0.19% of portfolio
1,802
Q4 2024 Added 7.01%
$0
$603,000 0.19% of portfolio
39,750
Q4 2022 Reduced 58.28%
$294B
$604,000 0.19% of portfolio
13,755
Q4 2024 Reduced 8.31%
$79.5B
$570,000 0.18% of portfolio
4,553
Q4 2024 Reduced 2.48%
$48.1B
$580,000 0.18% of portfolio
15,148
Q4 2024 Reduced 0.17%
$156B
$549,000 0.17% of portfolio
3,576
Q4 2024 Added 4.2%
$40.7B
$513,000 0.16% of portfolio
1,474
Q4 2024 Reduced 35.18%
$112B
$521,000 0.16% of portfolio
6,533
Q4 2024 Added 6.47%
$58.2B
$517,000 0.16% of portfolio
6,326
Q4 2024 Added 3.0%
$66B
$517,000 0.16% of portfolio
16,490
Q4 2024 Added 3.72%
$44.8B
$501,000 0.16% of portfolio
2,415
Q4 2024 Added 6.2%
$4.24B
$492,000 0.15% of portfolio
52,436
Q4 2024 Reduced 33.21%
$48.2B
$497,000 0.15% of portfolio
13,063
Q4 2024 Added 6.36%
$265B
$477,000 0.15% of portfolio
3,295
Q4 2024 Reduced 11.04%
$16.2B
$496,000 0.15% of portfolio
9,050
Q4 2024 Added 3.35%
$45.2B
$462,000 0.14% of portfolio
3,522
Q4 2024 Reduced 10.13%
$211B
$464,000 0.14% of portfolio
7,083
Q4 2024 Added 6.61%
$111B
$406,000 0.13% of portfolio
1,224
Q4 2024 Reduced 0.16%
$63.1B
$416,000 0.13% of portfolio
3,398
Q4 2024 Reduced 19.9%
$204B
$397,000 0.12% of portfolio
8,028
Q4 2024 Reduced 13.55%
$18.7B
$388,000 0.12% of portfolio
4,590
Q4 2024 Added 4.34%
$135B
$344,000 0.11% of portfolio
1,526
Q4 2024 Reduced 1.93%

Summary

  • Portfolio
  • No. of Stocks 155
  • Current Value $323 Million
  • Prior Value $318 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 03, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 11 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 72 stocks
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