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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$104M
$63,000 0.02% of portfolio
81,763
Q3 2024 Added 22.47%

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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