Crumly & Associates Inc. Portfolio Holdings

Crumly & Associates Inc.

  • $318 Million
  • Q3 2024

Crumly & Associates Inc. has filed its 13F form on November 01, 2024 for Q3 2024 where it was disclosed a total value porftolio of $318 Million distributed in 148 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 $18.5M, ETF Ser Solution Distillate Us with a value of $17.2M, Ishares Currency Hedged Msci E with a value of $15.3M, Ishares Core Dividend Growth E with a value of $15.2M, and Vanguard Russell 1000 Growth E with a value of $14M.

Examining the 13F form we can see an increase of $443K in the current position value, from $317M to 318M.

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

Portfolio value $318 Million
ETFs: $267 Million
Technology: $16.3 Million
Financial Services: $7.87 Million
Consumer Cyclical: $5.46 Million
Healthcare: $4.16 Million
Communication Services: $3.98 Million
Industrials: $3.52 Million
Energy: $3.1 Million
Other: $6.66 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$216B
$436,000 0.14% of portfolio
2,567
Q3 2024 Reduced 4.18%
$22.7B
$461,000 0.14% of portfolio
4,399
Q3 2024 Reduced 8.09%
$271B
$422,000 0.13% of portfolio
5,884
Q3 2024 Reduced 29.36%
$693B
$403,000 0.13% of portfolio
456
Q3 2024 Reduced 32.94%
$145B
$406,000 0.13% of portfolio
1,226
Q3 2024 Added 4.79%
$185B
$419,000 0.13% of portfolio
9,286
Q3 2024 Reduced 41.85%
$540B
$364,000 0.11% of portfolio
623
Q3 2024 Added 0.48%
$30.3B
$305,000 0.1% of portfolio
1,049
Q3 2024 Reduced 6.51%
$153B
$321,000 0.1% of portfolio
1,556
Q3 2024 Added 3.94%
$141B
$311,000 0.1% of portfolio
10,780
Q3 2024 Reduced 1.96%
$150B
$312,000 0.1% of portfolio
970
Q3 2024 Added 11.24%
$21.8B
$296,000 0.09% of portfolio
677
Q3 2024 Added 3.83%
$139B
$291,000 0.09% of portfolio
2,479
Q3 2024 Reduced 5.06%
$234B
$276,000 0.09% of portfolio
5,201
Q3 2024 Reduced 31.75%
$214B
$276,000 0.09% of portfolio
909
Q3 2024 Added 3.65%
$4.51B
$252,000 0.08% of portfolio
4,712
Q3 2024 Reduced 4.87%
$8.17B
$268,000 0.08% of portfolio
1,500
Q3 2024 Added 1.28%
$33.6B
$257,000 0.08% of portfolio
3,960
Q3 2024 New
$232B
$261,000 0.08% of portfolio
505
Q3 2024 New
$76.6B
$228,000 0.07% of portfolio
2,089
Q3 2024 New
$1.26T
$232,000 0.07% of portfolio
407
Q3 2024 New
$1.35B
$189,000 0.06% of portfolio
26,514
Q3 2024 Reduced 11.16%
$0
$176,000 0.06% of portfolio
12,500
Q4 2022 Reduced 82.38%
$838M
$152,000 0.05% of portfolio
18,484
Q2 2024 New
$74.4M
$80,000 0.03% of portfolio
81,763
Q3 2024 Added 22.47%
$372M
$55,000 0.02% of portfolio
10,365
Q3 2024 New
$47.1B
$78,000 0.02% of portfolio
25,236
Q3 2024 Reduced 7.69%
$3.52B
$37,000 0.01% of portfolio
10,726
Q3 2024 New
-
$0 0.0% of portfolio
-
Q3 2024 Added 6.92%
-
$0 0.0% of portfolio
-
Q3 2024 New
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 42.87%
-
$0 0.0% of portfolio
-
Q3 2024 Added 68.85%

Summary

  • Portfolio
  • No. of Stocks 148
  • Current Value $318 Million
  • Prior Value $317 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 01, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 20 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 68 stocks
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