Crumly & Associates Inc. Portfolio Holdings

Crumly & Associates Inc.

$333 Million
Q2 2025

Crumly & Associates Inc. has filed its 13F form on July 02, 2025 for Q2 2025 where it was disclosed a total value porftolio of $333 Million distributed in 159 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 $22M, ETF Ser Solution Distillate Us with a value of $19.9M, Jp Morgan ETF Tr Ultra Short I with a value of $18M, Ishares Currency Hedged Msci E with a value of $16.2M, and First Tr ETF Vi Smid Cap Risin with a value of $13.7M.

Examining the 13F form we can see an increase of $38.7M in the current position value, from $295M to 333M.

Below you can find more details about Crumly & Associates Inc. portfolio as well as his latest detailed transactions.

Portfolio value $333 Million

ETFs: $277 Million

Technology: $19.1 Million

Financial Services: $9.37 Million

Communication Services: $6.45 Million

Consumer Cyclical: $5.69 Million

Healthcare: $3.39 Million

Energy: $2.84 Million

Utilities: $2.65 Million

Other: $6.86 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
RDVY First Trust Rising Dividend Ac ETFs	$0	$22 Million 6.58% of portfolio	349,978	Q2 2025 Added 2.41%
DSTL ETF Ser Solution Distillate Us ETFs	$0	$19.9 Million 5.98% of portfolio	360,414	Q2 2025 Added 4.02%
JPST Jp Morgan ETF Tr Ultra Short I ETFs	$0	$18 Million 5.41% of portfolio	356,139	Q2 2025 Added 6,371.72%
HEFA Ishares Currency Hedged Msci E ETFs	$0	$16.2 Million 4.87% of portfolio	427,420	Q2 2025 Reduced 2.33%
SDVY First Tr ETF Vi Smid Cap Risin ETFs	$0	$13.7 Million 4.1% of portfolio	387,258	Q2 2025 Added 40.02%
MGV Vanguard Mega Cap Value ETFs	$0	$13.2 Million 3.97% of portfolio	100,858	Q2 2025 Added 17.17%
DSTX ETF Ser Sol Distillate Intl Fu ETFs	$0	$11.8 Million 3.55% of portfolio	423,305	Q2 2025 Added 2.73%
TDIV First Trust Nasdaq Technology ETFs	$0	$11.1 Million 3.32% of portfolio	122,842	Q2 2025 Added 10.52%
IWY Ishares Tr Russell 200 Growth ETFs	$0	$10.1 Million 3.04% of portfolio	41,428	Q2 2025 Reduced 0.37%
AIRR First Tr Vi Rba Amern Indl Ren ETFs	$0	$8.12 Million 2.43% of portfolio	99,714	Q2 2025 Added 21.01%
FCOM Fidelity Covington Tr Msci Com ETFs	$0	$8.03 Million 2.41% of portfolio	123,933	Q2 2025 Added 11.17%
DGRO Ishares Core Dividend Growth E ETFs	$0	$7.89 Million 2.37% of portfolio	123,989	Q2 2025 Reduced 6.59%
SMIN Ishares Msci India Small Cap I ETFs	$0	$7.49 Million 2.25% of portfolio	97,494	Q2 2025 Added 4.48%
FVD First Tr Value Line Divid Inde ETFs	$0	$7.31 Million 2.19% of portfolio	163,534	Q2 2025 Reduced 3.81%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$6.99 Million 2.1% of portfolio	12,305	Q2 2025 Reduced 35.71%
FTEC Fidelity Covington Tr Msci Inf ETFs	$0	$6.62 Million 1.99% of portfolio	33,578	Q2 2025 Reduced 16.62%
VONG Vanguard Russell 1000 Growth E ETFs	$0	$5.95 Million 1.78% of portfolio	54,513	Q2 2025 Reduced 10.88%
FBND Fidelity Merrimack Str Tr Tota ETFs	$0	$5.8 Million 1.74% of portfolio	126,756	Q2 2025 Added 13.88%
DEUS Xtrackers Russell Us Multifact ETFs	$0	$5.77 Million 1.73% of portfolio	103,195	Q2 2025 Reduced 2.84%
IQLT Ishares Msci Intl Quality Fact ETFs	$0	$5.25 Million 1.58% of portfolio	121,555	Q2 2025 Added 6.19%
JAAA Janus Detroit Str Tr Janus Hen ETFs	$0	$4.92 Million 1.48% of portfolio	96,993	Q2 2025 Reduced 3.92%
QQEW First Tr Nasdaq 100 Equal Weig ETFs	$0	$4.75 Million 1.43% of portfolio	34,829	Q2 2025 Reduced 10.21%
XLE Energy Sector Spdr ETFs	$0	$4.73 Million 1.42% of portfolio	55,756	Q2 2025 Reduced 2.15%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$4.27 Million 1.28% of portfolio	6,910	Q2 2025 Added 164.14%
AAPL Apple Inc. Technology	$3.38T	$3.9 Million 1.17% of portfolio	19,022	Q2 2025 Reduced 2.99%
SMMU Pimco ETF Tr Sht Term Mun Bd A ETFs	$0	$3.46 Million 1.04% of portfolio	68,982	Q2 2025 Reduced 7.99%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$3.15 Million 0.94% of portfolio	50,725	Q2 2025 Reduced 0.07%
FXN First Tr Exchange Traded Fd Fi ETFs	$0	$2.96 Million 0.89% of portfolio	194,856	Q2 2025 Reduced 14.32%
FMHI First Tr ETF Iii Municipal Hig ETFs	$0	$2.83 Million 0.85% of portfolio	60,566	Q2 2025 Reduced 37.63%
AVGO Broadcom Inc. Technology	$116B	$2.77 Million 0.83% of portfolio	10,053	Q2 2025 Reduced 8.33%
EMLP First Tr Exchange Traded Iv ETFs	$0	$2.73 Million 0.82% of portfolio	72,896	Q2 2025 Reduced 1.48%
JAVA Jp Morgan ETF Fd Tr Active Val ETFs	$0	$2.66 Million 0.8% of portfolio	40,571	Q2 2025 Reduced 41.91%
DIA Spdr Dow Jones Industrial Average ETF Trust ETFs	$0	$2.58 Million 0.77% of portfolio	5,844	Q2 2024 Added 0.24%
FXR First Trust Industrials/Produc ETFs	$0	$2.55 Million 0.76% of portfolio	34,306	Q2 2025 Reduced 0.66%
MSFT Microsoft Corp Technology	$3.81T	$2.49 Million 0.75% of portfolio	5,014	Q2 2025 Reduced 4.02%
NFLX Netflix Inc Communication Services	$567B	$2.48 Million 0.74% of portfolio	1,854	Q2 2025 Reduced 5.17%
XLF Financial Sector Spdr ETFs	$0	$2.05 Million 0.61% of portfolio	39,055	Q2 2025 Reduced 5.08%
IWR Ishares Russell Mid Cap ETF ETFs	$0	$2.01 Million 0.6% of portfolio	21,836	Q2 2025 New
AMZN Amazon Com Inc Consumer Cyclical	$2.28T	$1.9 Million 0.57% of portfolio	8,652	Q2 2025 Added 11.08%
JPM Jpmorgan Chase & CO Financial Services	$850B	$1.75 Million 0.53% of portfolio	6,040	Q2 2025 Reduced 2.01%
NVDA Nvidia Corp Technology	$431B	$1.69 Million 0.51% of portfolio	10,667	Q2 2025 Reduced 5.25%
FXO First Tr Exchange Traded Fd Fi ETFs	$0	$1.59 Million 0.48% of portfolio	28,324	Q2 2025 Reduced 0.29%
JMUB Jp Morgan Tr Mun ETF (De) ETFs	$0	$1.57 Million 0.47% of portfolio	31,541	Q2 2025 Reduced 12.95%
ONEY Spdr Ser Tr Russell 1000 Core ETFs	$0	$1.49 Million 0.45% of portfolio	13,723	Q1 2025 Reduced 1.44%
TSLA Tesla, Inc. Consumer Cyclical	$1.01T	$1.43 Million 0.43% of portfolio	4,497	Q2 2025 Added 25.47%
DEEF Xtrackers Ftse Developed Ex Us ETFs	$0	$1.38 Million 0.41% of portfolio	41,235	Q2 2025 Reduced 0.02%
WMT Walmart Inc. Consumer Defensive	$258B	$1.35 Million 0.4% of portfolio	13,792	Q2 2025 Reduced 4.43%
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$1.27 Million 0.38% of portfolio	3,005	Q2 2025 New
XLV Select Sector Spdr Fund Health ETFs	$0	$1.23 Million 0.37% of portfolio	9,159	Q2 2025 Reduced 10.74%
TSM Taiwan Semiconductor Manufacturing CO LTD Technology	$1.27T	$1.19 Million 0.36% of portfolio	5,254	Q2 2025 Reduced 11.47%

Summary

Portfolio
No. of Stocks 159
Current Value $333 Million
Prior Value $295 Million
Filing
Period Q2 2025
Filing Date July 02, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 18 stocks
Additional Purchases 48 stocks
Sold out of 0 stocks
Reduced holdings in 79 stocks

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Crumly & Associates Inc. Portfolio Holdings