Crumly & Associates Inc. Purchases in Q1 2025

Crumly & Associates Inc.

  • $295 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MGV
Vanguard Mega Cap Value

ETFs
86.1K
New
$123.61 - $133.01 $10.6M - $11.4M
86.1K $11.1M
FCOM
Fidelity Covington Tr Msci Com

ETFs
75.8K
+ 212.61%
$55.97 - $64.13 $4.24M - $4.86M
111K $6.27M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
23.4K
+ 39.58%
$67.24 - $84.27 $1.57M - $1.97M
82.4K $5.62M
DSTX
ETF Ser Sol Distillate Intl Fu

ETFs
6.42K
+ 1.58%
$22.98 - $26.09 $148K - $168K
412K $10.3M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
42.6K
+ 18.21%
$32.49 - $37.99 $1.38M - $1.62M
277K $9.27M
HEFA
Ishares Currency Hedged Msci E

ETFs
1.84K
+ 0.42%
$34.83 - $37.52 $64K - $68.9K
438K $15.9M
NEE
Nextera Energy Inc

Utilities
7.75K
New
$66.96 - $76.16 $519K - $590K
7.75K $549K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
10.6K
+ 16.46%
$49.75 - $50.27 $527K - $533K
75K $3.75M
SMIN
Ishares Msci India Small Cap I

ETFs
17.1K
+ 22.48%
$61.54 - $77.16 $1.05M - $1.32M
93.3K $6.35M
LLY
Eli Lilly & CO

Healthcare
523
+ 114.69%
$725.72 - $929.72 $380K - $486K
979 $808K
AEE
Ameren Corp

Utilities
3K
New
$86.87 - $103.67 $260K - $310K
3K $300K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
5.5K
New
$50.39 - $50.66 $277K - $279K
5.5K $278K
FDL
First Tr Morningstar Dividend

ETFs
4.66K
+ 25.05%
$39.69 - $43.83 $185K - $204K
23.3K $1.01M
RDVY
First Trust Rising Dividend Ac

ETFs
7.81K
+ 2.34%
$57.22 - $63.39 $447K - $495K
342K $20M
APD
Air Products & Chemicals, Inc.

Basic Materials
868
New
$283.24 - $338.07 $246K - $293K
868 $255K
CEG
Constellation Energy Corp

Utilities
1.24K
New
$201.63 - $347.44 $249K - $429K
1.24K $249K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
3.42K
+ 3.17%
$44.41 - $45.98 $152K - $157K
111K $5.08M
ACN
Accenture PLC

Technology
772
New
$300.91 - $398.25 $232K - $307K
772 $240K
MO
Altria Group, Inc.

Consumer Defensive
3.86K
New
$50.81 - $60.02 $196K - $232K
3.86K $231K
AMT
American Tower Corp

Real Estate
982
New
$173.46 - $217.6 $170K - $214K
982 $213K
LNT
Alliant Energy Corp

Utilities
3.16K
New
$56.66 - $66.04 $179K - $209K
3.16K $203K
RIO
Rio Tinto PLC

Basic Materials
3.36K
New
$58.19 - $64.29 $195K - $216K
3.36K $201K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
2.6K
+ 7.71%
$49.69 - $50.76 $129K - $132K
36.2K $1.81M
CVX
Chevron Corp

Energy
143
+ 4.34%
$146.71 - $167.97 $21K - $24K
3.44K $575K
IAU
Ishares Gold Trust

ETFs
904
+ 19.09%
$49.74 - $58.96 $45K - $53.3K
5.64K $332K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
1.04K
+ 12.76%
$65.44 - $70.64 $67.9K - $73.3K
9.17K $626K
MDT
Medtronic PLC

Healthcare
312
+ 4.78%
$79.84 - $94.5 $24.9K - $29.5K
6.85K $615K
V
Visa Inc.

Financial Services
45
+ 2.11%
$306.92 - $362.71 $13.8K - $16.3K
2.18K $764K
AMGN
Amgen Inc

Healthcare
100
+ 9.9%
$258.59 - $327.36 $25.9K - $32.7K
1.11K $345K
EPD
Enterprise Products Partners L.P.

Energy
1.03K
+ 6.24%
$31.75 - $34.14 $32.7K - $35.1K
17.5K $598K
PLD
Prologis, Inc.

Real Estate
290
+ 3.97%
$103.59 - $124.04 $30K - $36K
7.6K $849K
PFE
Pfizer Inc

Healthcare
3.39K
+ 26.64%
$25.01 - $27.13 $84.8K - $91.9K
16.1K $408K
JPM
Jpmorgan Chase & CO

Financial Services
142
+ 2.36%
$225.19 - $279.95 $32K - $39.8K
6.16K $1.51M
HBI
Hanesbrands Inc.

Consumer Cyclical
11.5K
New
$5.76 - $8.6 $66.4K - $99.2K
11.5K $66K
PRPL
Purple Innovation, Inc.

Consumer Cyclical
81.9K
+ 100.17%
$0.66 - $1.25 $54.1K - $102K
164K $124K
RVNU
Xtrackers Municipal Infrastruc

ETFs
4.16K
+ 6.38%
$24.5 - $25.39 $102K - $105K
69.3K $1.71M
KHC
Kraft Heinz CO

Consumer Defensive
1.96K
+ 27.08%
$28.51 - $32.22 $56K - $63.2K
9.21K $280K
KO
Coca Cola CO

Consumer Defensive
72
+ 1.3%
$60.81 - $72.32 $4.38K - $5.21K
5.63K $403K
PBI
Pitney Bowes Inc

Industrials
904
+ 3.35%
$7.03 - $10.86 $6.36K - $9.82K
27.9K $252K
KLAC
Kla Corp

Technology
8
+ 0.84%
$636.62 - $777.63 $5.09K - $6.22K
962 $653K
EOG
Eog Resources Inc

Energy
244
+ 7.18%
$120.54 - $138.05 $29.4K - $33.7K
3.64K $467K
EBAY
Ebay Inc

Consumer Cyclical
388
+ 9.74%
$61.61 - $70.93 $23.9K - $27.5K
4.37K $296K
LYG
Lloyds Banking Group PLC

Financial Services
2.88K
+ 8.67%
$2.58 - $3.9 $7.44K - $11.2K
36.2K $138K
FTNT
Fortinet, Inc.

Technology
438
+ 16.19%
$92.49 - $114.57 $40.5K - $50.2K
3.14K $302K
MRK
Merck & Co., Inc.

Healthcare
1.26K
+ 18.11%
$83.01 - $101.02 $105K - $127K
8.22K $737K
CYBR
Cyber Ark Software Ltd.

Technology
106
+ 5.88%
$312.8 - $414.31 $33.2K - $43.9K
1.91K $644K
CMCSA
Comcast Corp

Communication Services
1.34K
+ 14.88%
$33.19 - $38.23 $44.6K - $51.3K
10.4K $382K
TDY
Teledyne Technologies Inc

Technology
39
+ 5.86%
$455.51 - $518.84 $17.8K - $20.2K
705 $350K
CRWD
Crowd Strike Holdings, Inc.

Technology
35
+ 1.56%
$308.86 - $455.36 $10.8K - $15.9K
2.28K $805K
Activity Summary
Buys All Purchases 96 New Holdings 14 Increased Positions 82 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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