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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$3.9 Million 1.17% of portfolio
19,022
Q2 2025 Reduced 2.99%
$127B
$2.77 Million 0.83% of portfolio
10,053
Q2 2025 Reduced 8.33%
$3.95T
$2.49 Million 0.75% of portfolio
5,014
Q2 2025 Reduced 4.02%
$545B
$2.48 Million 0.74% of portfolio
1,854
Q2 2025 Reduced 5.17%
$2.26T
$1.9 Million 0.57% of portfolio
8,652
Q2 2025 Added 11.08%
$859B
$1.75 Million 0.53% of portfolio
6,040
Q2 2025 Reduced 2.01%
$456B
$1.69 Million 0.51% of portfolio
10,667
Q2 2025 Reduced 5.25%
$1.08T
$1.43 Million 0.43% of portfolio
4,497
Q2 2025 Added 25.47%
$281B
$1.35 Million 0.4% of portfolio
13,792
Q2 2025 Reduced 4.43%
$1.27T
$1.19 Million 0.36% of portfolio
5,254
Q2 2025 Reduced 11.47%
$93.6B
$1.09 Million 0.33% of portfolio
2,140
Q2 2025 Reduced 6.3%
$111B
$1.09 Million 0.33% of portfolio
3,374
Q2 2025 Added 172.98%
$254B
$1.05 Million 0.31% of portfolio
1,479
Q2 2025 Reduced 4.95%
$1.21T
$987,000 0.3% of portfolio
5,603
Q2 2025 Reduced 5.18%
$14.4B
$875,000 0.26% of portfolio
8,672
Q2 2025 Reduced 6.04%
$179B
$823,000 0.25% of portfolio
9,027
Q2 2025 Reduced 1.99%
$314B
$786,000 0.24% of portfolio
3,303
Q2 2025 Reduced 0.66%
$96.8B
$815,000 0.24% of portfolio
7,758
Q2 2025 Added 2.12%
$1.78T
$800,000 0.24% of portfolio
1,085
Q2 2025 Added 154.1%
$551B
$754,000 0.23% of portfolio
2,125
Q2 2025 Reduced 2.57%
$17.2B
$737,000 0.22% of portfolio
18,274
Q2 2025 Added 1.47%
$6.48B
$665,000 0.2% of portfolio
1,525
Q2 2025 Reduced 2.06%
$203B
$627,000 0.19% of portfolio
7,922
Q2 2025 Reduced 3.59%
$173B
$627,000 0.19% of portfolio
9,151
Q2 2025 Reduced 3.38%
$147B
$643,000 0.19% of portfolio
5,993
Q2 2025 Reduced 22.12%
$227B
$637,000 0.19% of portfolio
2,000
Q2 2025 Reduced 5.75%
$0
$600,000 0.18% of portfolio
39,750
Q4 2022 Reduced 58.28%
$122B
$615,000 0.18% of portfolio
7,063
Q2 2025 Added 3.18%
$203B
$589,000 0.18% of portfolio
20,378
Q2 2025 New
$232B
$596,000 0.18% of portfolio
2,189
Q2 2025 Reduced 1.75%
$79.5B
$599,000 0.18% of portfolio
4,785
Q2 2025 Added 3.73%
$77.3B
$613,000 0.18% of portfolio
3,289
Q2 2025 Reduced 0.99%
$381B
$569,000 0.17% of portfolio
12,042
Q2 2025 Reduced 13.7%
$68.2B
$551,000 0.17% of portfolio
17,784
Q2 2025 Added 1.51%
$141B
$538,000 0.16% of portfolio
7,751
Q2 2025 Reduced 0.01%
$66.3B
$546,000 0.16% of portfolio
7,058
Q2 2025 Reduced 16.94%
$60.2B
$533,000 0.16% of portfolio
12,303
Q2 2025 Reduced 10.91%
$367B
$536,000 0.16% of portfolio
3,932
Q2 2025 New
$54.7B
$500,000 0.15% of portfolio
8,587
Q2 2025 New
$302B
$497,000 0.15% of portfolio
3,477
Q2 2025 Added 1.13%
$233B
$493,000 0.15% of portfolio
7,069
Q2 2025 Added 3.61%
$17B
$498,000 0.15% of portfolio
1,224
Q2 2025 Reduced 35.85%
$46.7B
$483,000 0.14% of portfolio
14,299
Q2 2025 Reduced 4.67%
$145B
$469,000 0.14% of portfolio
1,314
Q2 2025 Reduced 2.81%
$56.3B
$452,000 0.14% of portfolio
1,381
Q2 2025 Reduced 2.68%
$141B
$454,000 0.14% of portfolio
12,721
Q2 2025 Added 22.66%
$259B
$464,000 0.14% of portfolio
7,647
Q2 2025 Reduced 3.85%
$608B
$466,000 0.14% of portfolio
599
Q2 2025 Reduced 38.82%
$146B
$431,000 0.13% of portfolio
1,851
Q2 2025 Added 7.8%

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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