Crumly & Associates Inc. Portfolio Holdings

Crumly & Associates Inc.

  • $295 Million
  • Q1 2025

Crumly & Associates Inc. has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $295 Million distributed in 167 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 $20M, ETF Ser Solution Distillate Us with a value of $18.8M, Ishares Currency Hedged Msci E with a value of $15.9M, Vanguard Mega Cap Value with a value of $11.1M, and ETF Ser Sol Distillate Intl Fu with a value of $10.3M.

Examining the 13F form we can see an decrease of $28.2M in the current position value, from $323M to 295M.

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

Portfolio value $295 Million
ETFs: $242 Million
Technology: $16.7 Million
Financial Services: $8.56 Million
Consumer Cyclical: $5.59 Million
Healthcare: $4.52 Million
Communication Services: $4.25 Million
Energy: $3.19 Million
Consumer Defensive: $2.44 Million
Other: $7.04 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$20 Million 6.79% of portfolio
341,751
Q1 2025 Added 2.34%
$0
$18.8 Million 6.38% of portfolio
346,496
Q1 2025 Added 3.09%
$0
$15.9 Million 5.39% of portfolio
437,598
Q1 2025 Added 0.42%
$0
$11.1 Million 3.76% of portfolio
86,079
Q1 2025 New
$0
$10.3 Million 3.51% of portfolio
412,046
Q1 2025 Added 1.58%
$0
$9.84 Million 3.34% of portfolio
19,140
Q1 2025 Reduced 10.0%
$0
$9.27 Million 3.14% of portfolio
276,583
Q1 2025 Added 18.21%
$0
$8.77 Million 2.98% of portfolio
41,580
Q1 2025 Reduced 0.41%
$0
$8.2 Million 2.78% of portfolio
132,736
Q1 2025 Reduced 46.42%
$0
$8.18 Million 2.78% of portfolio
111,147
Q1 2025 Added 6.42%
$0
$7.58 Million 2.57% of portfolio
170,006
Q1 2025 Reduced 0.23%
$0
$6.49 Million 2.2% of portfolio
40,273
Q1 2025 Reduced 1.72%
$0
$6.35 Million 2.16% of portfolio
93,318
Q1 2025 Added 22.48%
$0
$6.27 Million 2.13% of portfolio
111,477
Q1 2025 Added 212.61%
$0
$5.7 Million 1.93% of portfolio
106,209
Q1 2025 Reduced 48.48%
$0
$5.68 Million 1.93% of portfolio
61,170
Q1 2025 Reduced 59.92%
$0
$5.32 Million 1.81% of portfolio
56,980
Q1 2025 Reduced 0.84%
$0
$5.12 Million 1.74% of portfolio
100,951
Q1 2025 Reduced 5.34%
$0
$5.08 Million 1.72% of portfolio
111,308
Q1 2025 Added 3.17%
$0
$4.69 Million 1.59% of portfolio
38,790
Q1 2025 Reduced 10.9%
$0
$4.64 Million 1.57% of portfolio
97,108
Q1 2025 Reduced 5.53%
$0
$4.54 Million 1.54% of portfolio
114,468
Q1 2025 Reduced 1.15%
$0
$4.44 Million 1.51% of portfolio
69,841
Q1 2025 Reduced 66.56%
$3.36T
$4.36 Million 1.48% of portfolio
19,609
Q1 2025 Added 0.96%
$0
$3.75 Million 1.27% of portfolio
74,973
Q1 2025 Added 16.46%
$0
$3.76 Million 1.27% of portfolio
227,426
Q1 2025 Reduced 0.95%
$0
$2.96 Million 1.0% of portfolio
50,760
Q1 2025 Reduced 1.9%
$0
$2.77 Million 0.94% of portfolio
73,989
Q1 2025 Reduced 0.16%
$0
$2.45 Million 0.83% of portfolio
5,844
Q2 2024 Added 0.24%
$0
$2.4 Million 0.82% of portfolio
34,534
Q1 2025 Reduced 0.88%
$0
$2.05 Million 0.7% of portfolio
41,145
Q1 2025 Reduced 0.82%
$2.92T
$1.96 Million 0.67% of portfolio
5,224
Q1 2025 Added 12.61%
$0
$1.86 Million 0.63% of portfolio
17,684
Q1 2025 Added 2.75%
$77.9B
$1.84 Million 0.62% of portfolio
10,966
Q1 2025 Reduced 0.41%
$490B
$1.82 Million 0.62% of portfolio
1,955
Q1 2025 Reduced 2.98%
$0
$1.81 Million 0.61% of portfolio
36,233
Q1 2025 Added 7.71%
$0
$1.71 Million 0.58% of portfolio
69,287
Q1 2025 Added 6.38%
$0
$1.5 Million 0.51% of portfolio
10,261
Q1 2025 Reduced 17.67%
$0
$1.51 Million 0.51% of portfolio
28,407
Q1 2025 Reduced 2.38%
$0
$1.5 Million 0.51% of portfolio
13,723
Q1 2025 Reduced 1.44%
$714B
$1.51 Million 0.51% of portfolio
6,164
Q1 2025 Added 2.36%
$1.93T
$1.48 Million 0.5% of portfolio
7,789
Q1 2025 Added 2.02%
$0
$1.46 Million 0.5% of portfolio
2,616
Q1 2025 Added 0.11%
$258B
$1.27 Million 0.43% of portfolio
14,432
Q1 2025 Added 2.25%
$0
$1.24 Million 0.42% of portfolio
41,242
Q1 2025 Reduced 0.97%
$277B
$1.22 Million 0.41% of portfolio
11,258
Q1 2025 Added 5.67%
$0
$1.03 Million 0.35% of portfolio
20,362
Q1 2025 Reduced 1.42%
$0
$1.01 Million 0.34% of portfolio
23,251
Q1 2025 Added 25.05%
$856B
$985,000 0.33% of portfolio
5,935
Q1 2025 Added 3.07%

Summary

  • Portfolio
  • No. of Stocks 167
  • Current Value $295 Million
  • Prior Value $323 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 14 stocks
  • Additional Purchases 82 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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