Crumly & Associates Inc. Portfolio Holdings by Sector
Crumly & Associates Inc.
- $387 Million
- Q4 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
RDVY DSTL HEFA SDVY MGV DSTX TDIV IWY 83 stocks |
$316,652
81.85% of portfolio
|
28
|
24
|
6
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
AVGO NVDA TSM QCOM AMD NXPI MU 7 stocks |
$8,772
2.27% of portfolio
|
6
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT CRWD PLTR CYBR PANW FTNT ADBE ORCL 8 stocks |
$6,871
1.78% of portfolio
|
3
|
5
|
2
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$5,074
1.31% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM EWBC HSBC BAC 4 stocks |
$3,510
0.91% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY AZN MRK AMGN ABBV 5 stocks |
$3,315
0.86% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META GOOG 3 stocks |
$2,695
0.7% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS SCHW APLD 3 stocks |
$2,421
0.63% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$2,249
0.58% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX 1 stocks |
$2,141
0.55% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
CMI ETN GTLS EMR 4 stocks |
$1,949
0.5% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
AXP V 2 stocks |
$1,939
0.5% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$1,806
0.47% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT TGT 2 stocks |
$1,789
0.46% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
TMUS T VZ 3 stocks |
$1,741
0.45% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
EPD ET KMI 3 stocks |
$1,568
0.41% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
MDT BSX 2 stocks |
$1,288
0.33% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$1,239
0.32% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
GPI AN LAD 3 stocks |
$1,226
0.32% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PLD 1 stocks |
$1,149
0.3% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE AEE LNT 3 stocks |
$1,140
0.29% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
PNC CFG LYG 3 stocks |
$1,064
0.28% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
KLAC 1 stocks |
$1,033
0.27% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
NEM 1 stocks |
$930
0.24% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX XOM TOTB.DE 3 stocks |
$843
0.22% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
PAXS AB 2 stocks |
$842
0.22% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
NI 1 stocks |
$829
0.21% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$636
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM 1 stocks |
$612
0.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
BXMT STWD NRZ 3 stocks |
$580
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
TRV WRB 2 stocks |
$573
0.15% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
PSTG 1 stocks |
$569
0.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$552
0.14% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
EOG CHK 2 stocks |
$518
0.13% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
SLB 1 stocks |
$497
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON 1 stocks |
$463
0.12% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
TDY 1 stocks |
$444
0.11% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$409
0.11% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN 1 stocks |
$384
0.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$364
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
MET 1 stocks |
$348
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$346
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$319
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$281
0.07% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$255
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Security & Protection Services | Industrials
ALLE 1 stocks |
$255
0.07% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
SUN 1 stocks |
$247
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Advertising Agencies | Communication Services
OMC 1 stocks |
$238
0.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Copper | Basic Materials
FCX 1 stocks |
$237
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ATR 1 stocks |
$226
0.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
AMT 1 stocks |
$216
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX 1 stocks |
$215
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
HSY 1 stocks |
$210
0.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Independent Oil & Gas | Basic Materials
PDO 1 stocks |
$206
0.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
GNTX 1 stocks |
$202
0.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Furnishings, Fixtures & Appliances | Consumer Cyclical
PRPL 1 stocks |
$198
0.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
PBI 1 stocks |
$174
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|