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 Market Cap. of $10 Billions to $200 Billions
