Crumly & Associates Inc. Portfolio Holdings

Crumly & Associates Inc.

  • $295 Million
  • Q1 2025

Crumly & Associates Inc. has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $295 Million distributed in 167 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 $20M, ETF Ser Solution Distillate Us with a value of $18.8M, Ishares Currency Hedged Msci E with a value of $15.9M, Vanguard Mega Cap Value with a value of $11.1M, and ETF Ser Sol Distillate Intl Fu with a value of $10.3M.

Examining the 13F form we can see an decrease of $28.2M in the current position value, from $323M to 295M.

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

Portfolio value $295 Million
ETFs: $242 Million
Technology: $16.7 Million
Financial Services: $8.56 Million
Consumer Cyclical: $5.59 Million
Healthcare: $4.52 Million
Communication Services: $4.25 Million
Energy: $3.19 Million
Consumer Defensive: $2.44 Million
Other: $7.04 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$341,000 0.12% of portfolio
3,198
Q1 2025 Reduced 2.29%
$0
$356,000 0.12% of portfolio
4,216
Q2 2023 Reduced 7.6%
$0
$356,000 0.12% of portfolio
3,733
Q4 2024 Added 37.95%
$54.8B
$332,000 0.11% of portfolio
5,640
Q1 2025 Added 19.09%
$0
$318,000 0.11% of portfolio
12,450
Q1 2025 Reduced 71.79%
$0
$333,000 0.11% of portfolio
7,474
Q1 2025 Reduced 96.4%
$0
$300,000 0.1% of portfolio
4,838
Q4 2024 New
$0
$285,000 0.1% of portfolio
4,175
Q2 2023 Reduced 9.4%
$0
$261,000 0.09% of portfolio
465
Q1 2025 Added 6.9%
$15.6B
$266,000 0.09% of portfolio
8,612
Q1 2025 Reduced 10.4%
$0
$262,000 0.09% of portfolio
1,016
Q1 2025 Added 2.01%
$0
$278,000 0.09% of portfolio
5,503
Q1 2025 New
$0
$239,000 0.08% of portfolio
1,965
Q4 2023 New
$0
$240,000 0.08% of portfolio
2,529
Q4 2023 New
$0
$215,000 0.07% of portfolio
970
Q4 2024 New
$0
$200,000 0.07% of portfolio
1,007
Q1 2025 Reduced 0.4%
$0
$210,000 0.07% of portfolio
686
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 167
  • Current Value $295 Million
  • Prior Value $323 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 14 stocks
  • Additional Purchases 82 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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