Crumly & Associates Inc. Holdings & Portfolio - 13F Filings Analysis - Stocknear

Crumly & Associates Inc.

CIK Number: 0001759578

410.83M
Market Value
165
# of Holdings
9 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Apr 22, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 JGRO Jpmorgan Active...
90.13
+0.79% 283.06K +102.70% 20.89M 75.5 5.77% Share
2 RDVY First Trust Ris...
65.90
+0.09% 341.75K +2.34% 20.01M 53.37 5.52% Share
3 DSTL Distillate U.S....
57.30
-0.17% 346.5K +3.09% 18.79M 45.26 5.19% Share
4 HEFA iShares Currenc...
39.03
+0.15% 437.6K +0.42% 15.88M 32.39 4.38% Share
5 MGV Vanguard Mega C...
135.04
+0.10% 86.08K +100.00% 11.09M 128.84 3.06% Share
6 DSTX Distillate Inte...
29.04
0.00% 412.05K +1.58% 10.34M 23.12 2.86% Share
7 VOO Vanguard S&P 50...
596.59
+0.37% 19.14K -10% 9.84M 425.95 2.72% Share
8 SMCO Hilton Small-Mi...
26.84
-0.17% 409.06K +99.96% 9.64M 24.27 2.66% Share
9 NFTY First Trust Ind...
57.39
+0.14% 168.78K +9.91% 9.41M 48.47 2.60% Share
10 JSI Janus Detroit S...
52.94
+0.21% 177.26K +100.00% 9.28M 52.35 2.56% Share
11 SDVY First Trust SMI...
38.11
-0.29% 276.58K +18.21% 9.27M 34.39 2.56% Share
12 IWY iShares Russell...
261.36
+0.58% 41.58K -0.41% 8.77M 156.5 2.42% Share
13 DGRO iShares Core Di...
66.89
-0.07% 132.74K -46.42% 8.2M 49.92 2.26% Share
14 TDIV First Trust NAS...
93.38
+0.70% 111.15K +6.42% 8.18M 79.79 2.26% Share
15 FVD First Trust Val...
46.30
-0.46% 170.01K -0.23% 7.58M 34.59 2.09% Share
16 FTEC Fidelity MSCI I...
210.59
+1.01% 40.27K -1.72% 6.49M 127.38 1.79% Share
17 SMIN iShares MSCI In...
72.85
-0.59% 93.32K +22.48% 6.35M 71.34 1.75% Share
18 FCOM Fidelity MSCI C...
68.29
+0.78% 111.48K +212.61% 6.27M 53.83 1.73% Share
19 DSMC Distillate Smal...
36.52
-0.3% 187.55K +3.23% 5.92M 32.51 1.63% Share
20 DEUS Xtrackers Russe...
57.95
-0.3% 106.21K -48.48% 5.7M 45.32 1.57% Share
21 VONG Vanguard Russel...
116.00
+0.62% 61.17K -59.92% 5.68M 87.07 1.57% Share
22 AIRR First Trust RBA...
93.08
+0.34% 82.4K +39.58% 5.62M 74.54 1.55% Share
23 XLE Energy Select S...
89.89
+0.75% 56.98K -0.84% 5.32M 54.21 1.47% Share
24 JAAA Janus Henderson...
50.80
+0.02% 100.95K -5.34% 5.12M 50.33 1.41% Share
25 CGMS Capital Group U...
27.85
+0.04% 186.35K +3.47% 5.09M 26.98 1.40% Share
26 FBND Fidelity Total ...
45.94
-0.22% 111.31K +3.17% 5.08M 46.13 1.40% Share
27 QQEW First Trust NAS...
137.13
+0.23% 38.79K -10.9% 4.69M 122.35 1.30% Share
28 FMHI First Trust Mun...
46.23
+0.06% 97.11K -5.53% 4.64M 47.67 1.28% Share
29 BITB Bitwise 10 Cryp...
60.88
-0.16% 102.3K +100.00% 4.59M 44.88 1.27% Share
30 IQLT iShares MSCI In...
43.34
+0.22% 114.47K -1.15% 4.54M 36.04 1.25% Share
31 JAVA JPMorgan Active...
68.08
+0.06% 69.84K -66.56% 4.44M 59.99 1.23% Share
32 AAPL Apple Inc.
232.56
+0.90% 19.61K +0.96% 4.36M 102.52 1.20% Share
33 FXN First Trust Ene...
16.55
+1.19% 227.43K -0.95% 3.76M 13.04 1.04% Share
34 SMMU PIMCO Short Ter...
50.44
-0.06% 74.97K +16.46% 3.75M 50.12 1.04% Share
35 IJH iShares Core S&...
65.52
+0.13% 50.76K -1.9% 2.96M 49.83 0.82% Share
36 EMLP First Trust Nor...
37.99
+0.11% 73.99K -0.16% 2.77M 25.81 0.77% Share
37 DIA SPDR Dow Jones ...
456.84
+0.18% 5.84K 0.00% 2.45M 331.47 0.68% Share
38 FXR First Trust Ind...
79.69
-0.13% 34.53K -0.88% 2.4M 55.6 0.66% Share
39 XLF Financial Selec...
53.86
+0.15% 41.15K -0.82% 2.05M 33.25 0.57% Share
40 MSFT Microsoft Corpo...
509.64
+0.57% 5.22K +12.61% 1.96M 260.34 0.54% Share
41 MUB iShares Nationa...
104.50
+0.05% 17.68K +2.75% 1.86M 107.51 0.51% Share
42 AVGO Broadcom Inc.
308.65
+2.80% 10.97K -0.41% 1.84M 42.9 0.51% Share
43 NFLX Netflix, Inc.
1231.45
+0.65% 1.96K -2.98% 1.82M 206.86 0.50% Share
44 JMUB JPMorgan Munici...
49.57
+0.01% 36.23K +7.71% 1.81M 50.99 0.50% Share
45 RVNU Xtrackers Munic...
23.74
+0.13% 69.29K +6.38% 1.71M 25.59 0.47% Share
46 JPM JPMorgan Chase ...
300.74
+0.49% 6.16K +2.36% 1.51M 140.51 0.42% Share
47 FXO First Trust Fin...
59.43
-0.07% 28.41K -2.38% 1.51M 39.99 0.42% Share
48 ONEY SPDR Russell 10...
115.01
-0.37% 13.72K -1.44% 1.5M 90.44 0.41% Share
49 XLV Health Care Sel...
136.44
-0.39% 10.26K -17.67% 1.5M 135.03 0.41% Share
50 AMZN Amazon.com, Inc...
231.60
+1.08% 7.79K +2.02% 1.48M 123.94 0.41% Share
51 SPY SPDR S&P 500 ET...
648.86
+0.34% 2.62K +0.11% 1.46M 543.04 0.40% Share
52 WMT Walmart Inc.
96.14
+0.06% 14.43K +2.25% 1.27M 46.33 0.35% Share
53 DEEF Xtrackers FTSE ...
34.80
+0.47% 41.24K -0.97% 1.24M 27.24 0.34% Share
54 NVDA NVIDIA Corporat...
180.17
-0.79% 11.26K +5.67% 1.22M 122.12 0.34% Share
55 FMB First Trust Man...
49.75
-0.02% 20.36K -1.42% 1.03M 51.54 0.28% Share
56 FI Fiserv, Inc.
137.66
-0.24% 4.61K +1.32% 1.02M 113.55 0.28% Share
57 FDL First Trust Mor...
44.24
-0.42% 23.25K +25.05% 1.01M 37.01 0.28% Share
58 TSM Taiwan Semicond...
238.10
-0.5% 5.93K +3.07% 985.15K 103.43 0.27% Share
59 TSLA Tesla, Inc.
345.98
-1.04% 3.58K +37.74% 928.83K 260.95 0.26% Share
60 GOOGL Alphabet Inc.
211.64
+2.01% 5.91K +1.53% 913.77K 124.9 0.25% Share
61 TMUS T-Mobile US, In...
250.56
-0.32% 3.33K -0.63% 886.81K 131.63 0.24% Share
62 GS The Goldman Sac...
751.12
+0.19% 1.56K +4.71% 850.03K 571.44 0.23% Share
63 PLD Prologis, Inc.
112.63
-0.04% 7.6K +3.97% 849.22K 112.73 0.23% Share
64 EWBC East West Banco...
105.96
-0.38% 9.23K +1.92% 828.39K 54.81 0.23% Share
65 BLK BlackRock, Inc.
1129.93
-0.15% 864 +1.53% 817.58K 1023.93 0.23% Share
66 LLY Eli Lilly and C...
732.20
-0.27% 979 +114.69% 808.57K 795.46 0.22% Share
67 CRWD CrowdStrike Hol...
442.00
+4.59% 2.28K +1.56% 805.29K 324.58 0.22% Share
68 BSX Boston Scientif...
105.70
-0.16% 7.7K -14.41% 776.27K 50.28 0.21% Share
69 V Visa Inc.
349.84
-0.15% 2.18K +2.11% 764.49K 231.69 0.21% Share
70 FTSM First Trust Enh...
60.10
+0.02% 12.45K 0.00% 744.77K 59.77 0.21% Share
71 MRK Merck & Co., In...
83.22
-1.01% 8.22K +18.11% 737.55K 86.48 0.20% Share
72 NI NiSource Inc.
42.16
-0.66% 18.01K -3.34% 721.98K 27.05 0.20% Share
73 SCHW The Charles Sch...
97.13
+0.26% 9.21K -1.31% 720.95K 65.5 0.20% Share
74 IBMR iShares iBonds ...
25.48
-0.12% 26.87K -50% 672.83K 25.6 0.19% Share
75 IBMQ iShares iBonds ...
25.64
+0.04% 26.25K -51.98% 663.76K 25.59 0.18% Share
76 KLAC KLA Corporation
894.00
+0.57% 962 +0.84% 653.97K 516.13 0.18% Share
77 CYBR CyberArk Softwa...
453.17
+1.54% 1.91K +5.88% 644.9K 296.76 0.18% Share
78 QQQ Invesco QQQ Tru...
577.07
+0.62% 1.34K -6.49% 628.54K 282.76 0.17% Share
79 SLB Schlumberger Li...
36.50
+1.45% 15K -0.98% 626.96K 32.51 0.17% Share
80 FHLC Fidelity MSCI H...
65.25
-0.47% 9.16K +12.76% 626.13K 56.81 0.17% Share
81 HRTS Tema Cardiovasc...
29.53
-0.24% 21.02K -88.53% 616.4K 31.69 0.17% Share
82 MDT Medtronic plc
91.98
-0.08% 6.84K +4.78% 615.09K 84.49 0.17% Share
83 TTE TotalEnergies S...
62.12
+0.05% 9.47K +1.52% 612.7K 48.51 0.17% Share
84 EPD Enterprise Prod...
31.95
+1.03% 17.52K +6.24% 598.1K 23.89 0.17% Share
85 CRM Salesforce, Inc...
254.55
+1.76% 2.23K +2.34% 597.91K 227.88 0.17% Share
86 GPI Group 1 Automot...
477.85
+0.17% 1.56K 0.00% 594.71K 176.16 0.16% Share
87 QCOM QUALCOMM Incorp...
160.80
+0.64% 3.81K +6.46% 584.79K 180.62 0.16% Share
88 PNC The PNC Financi...
205.69
-0.17% 3.32K +5.49% 583.91K 157.54 0.16% Share
89 BAC Bank of America...
50.52
+0.28% 13.95K +1.45% 582.3K 29.36 0.16% Share
90 CVX Chevron Corpora...
159.34
+0.06% 3.44K +4.34% 575.14K 137.56 0.16% Share
91 AXP American Expres...
327.00
+1.41% 2.12K -3.98% 570.92K 228.86 0.16% Share
92 IBMP iShares iBonds ...
25.45
-0.02% 21.85K -58.99% 552.47K 25.42 0.15% Share
93 NEE NextEra Energy,...
72.06
-2.48% 7.75K +100.00% 549.56K 70.89 0.15% Share
94 MRVL Marvell Technol...
77.23
+3.26% 8.5K +11.48% 523.17K 60.62 0.14% Share
95 FCX Freeport-McMoRa...
44.38
+1.15% 13.81K +5.71% 522.81K 38.47 0.14% Share
96 MET MetLife, Inc.
80.82
-0.36% 6.45K +2.01% 518.08K 58.68 0.14% Share
97 BALL Ball Corporatio...
52.06
-0.48% 9.67K +6.87% 503.61K 57.77 0.14% Share
98 AZN AstraZeneca PLC
79.99
+0.07% 6.82K -3.67% 501.49K 68.54 0.14% Share
99 NXPI NXP Semiconduct...
239.07
+0.59% 2.57K +6.34% 488.07K 227.22 0.13% Share
100 SPTM SPDR Portfolio ...
78.72
+0.30% 7.05K 0.00% 479.37K 39.92 0.13% Share
101 CLF Cleveland-Cliff...
10.88
+0.79% 57.75K +10.13% 474.7K 14.78 0.13% Share
102 EOG EOG Resources, ...
124.36
+1.20% 3.64K +7.18% 467.05K 127.67 0.13% Share
103 HSBC HSBC Holdings p...
64.82
+0.34% 7.95K -0.93% 456.74K 33.87 0.13% Share
104 ABNB Airbnb, Inc.
130.46
+0.47% 3.77K +7.10% 450.6K 127.59 0.12% Share
105 CMI Cummins Inc.
401.91
+0.13% 1.42K -3.73% 444.69K 243.75 0.12% Share
106 PFE Pfizer Inc.
24.61
-1.83% 16.11K +26.64% 408.25K 31.11 0.11% Share
107 KO The Coca-Cola C...
68.36
-0.68% 5.63K +1.30% 403.01K 62.42 0.11% Share
108 IEI iShares 3-7 Yea...
119.61
+0.06% 3.27K 0.00% 385.71K 118.62 0.11% Share
109 CMCSA Comcast Corpora...
33.57
-0.71% 10.37K +14.88% 382.69K 45.65 0.11% Share
110 FRI First Trust S&P...
27.84
-0.16% 13.91K -90.43% 382.55K 29.64 0.11% Share
111 ETN Eaton Corporati...
355.36
+1.13% 1.35K +10.46% 367.51K 262.2 0.10% Share
112 HON Honeywell Inter...
221.35
+0.05% 1.72K +12.52% 363.63K 210.9 0.10% Share
113 FDIS Fidelity MSCI C...
101.21
+0.18% 4.22K 0.00% 356.29K 69.19 0.10% Share
114 IEF iShares 7-10 Ye...
96.23
+0.23% 3.73K 0.00% 356.02K 96.56 0.10% Share
115 TDY Teledyne Techno...
542.32
+0.19% 705 +5.86% 350.89K 391.17 0.10% Share
116 IFF International F...
67.09
+0.46% 4.48K -2.42% 347.62K 79.82 0.10% Share
117 AMGN Amgen Inc.
285.61
-0.82% 1.11K +9.90% 345.86K 310.23 0.10% Share
118 FTC First Trust Lar...
158.42
+1.12% 2.62K -1.98% 344.66K 93.44 0.10% Share
119 VIOG Vanguard S&P Sm...
121.89
-0.13% 3.2K -2.29% 341.8K 119.78 0.09% Share
120 SHYL Xtrackers Short...
45.42
+0.02% 7.47K -96.4% 333.32K 43.9 0.09% Share
121 IAU iShares Gold Tr...
64.47
+0.73% 5.64K +19.09% 332.53K 51.02 0.09% Share
122 CSCO Cisco Systems, ...
69.43
+1.45% 5.32K -5.32% 328.35K 50.73 0.09% Share
123 UNH UnitedHealth Gr...
302.31
-0.52% 622 0.00% 325.74K 391.54 0.09% Share
124 IBMO iShares iBonds ...
25.67
-0.05% 12.45K -71.79% 318.22K 25.51 0.09% Share
125 GTLS Chart Industrie...
198.54
+0.28% 2.1K +20.05% 303.44K 183.08 0.08% Share
126 FTNT Fortinet, Inc.
79.29
+1.48% 3.14K +16.19% 302.64K 94.73 0.08% Share
127 AEE Ameren Corporat...
99.74
-1.16% 3K +100.00% 300.7K 100.4 0.08% Share
128 VXUS Vanguard Total ...
71.69
+0.41% 4.84K 0.00% 300.44K 58.93 0.08% Share
129 TJX The TJX Compani...
137.11
-0.09% 2.46K -0.73% 299.75K 67.1 0.08% Share
130 EBAY eBay Inc.
92.80
-0.93% 4.37K +9.74% 296.18K 65.32 0.08% Share
131 FIDU Fidelity MSCI I...
81.36
+0.16% 4.17K 0.00% 285.84K 49.83 0.08% Share
132 MCD McDonald's Corp...
312.27
+0.27% 909 0.00% 284.01K 238.58 0.08% Share
133 KHC The Kraft Heinz...
27.64
-0.9% 9.21K +27.08% 280.32K 34.96 0.08% Share
134 AN AutoNation, Inc...
222.40
+0.14% 1.72K +13.89% 278.83K 162.13 0.08% Share
135 JPST JPMorgan Ultra-...
50.72
-0.01% 5.5K +100.00% 278.62K 50.63 0.08% Share
136 SUN Sunoco LP
52.15
+0.54% 4.71K 0.00% 273.52K 56.35 0.08% Share
137 SLV iShares Silver ...
35.52
+1.50% 8.61K -10.4% 266.89K 22.8 0.07% Share
138 VO Vanguard Mid Ca...
290.94
+0.17% 1.02K +2.01% 262.76K 264.02 0.07% Share
139 IVV iShares Core S&...
652.11
+0.36% 465 +6.90% 261.28K 575.86 0.07% Share
140 PEP PepsiCo, Inc.
146.98
-0.45% 1.74K +12.84% 260.92K 167.38 0.07% Share
141 EMR Emerson Electri...
134.55
+0.82% 2.36K +13.38% 259.21K 109.4 0.07% Share
142 ADBE Adobe Inc.
353.96
-0.67% 675 +14.80% 258.88K 491.49 0.07% Share
143 APD Air Products an...
294.83
+0.08% 868 +100.00% 255.99K 294.92 0.07% Share
144 PBI Pitney Bowes In...
12.04
-2.15% 27.92K +3.35% 252.71K 3.58 0.07% Share
145 CEG Constellation E...
319.55
+1.14% 1.24K +100.00% 249.22K 201.63 0.07% Share
146 CFG Citizens Financ...
52.17
+0.53% 6.03K 0.00% 247.01K 33.14 0.07% Share
147 META Meta Platforms,...
751.11
+0.50% 427 +4.91% 246.11K 572.62 0.07% Share
148 ACN Accenture plc
256.10
-0.4% 772 +100.00% 240.9K 312.04 0.07% Share
149 ITB iShares U.S. Ho...
110.72
-0.05% 2.53K 0.00% 240.81K 101.73 0.07% Share
150 ITOT iShares Core S&...
142.19
+0.39% 1.97K 0.00% 239.75K 105.23 0.07% Share