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 Market Cap. of $50 Millions to $300 Millions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
PRPL Purple Innovation, Inc. Consumer Cyclical	$80.8M	$80,000 0.03% of portfolio	81,763	Q3 2024 Added 22.47%

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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Crumly & Associates Inc. Portfolio Holdings