Crumly & Associates Inc. Portfolio Holdings

Crumly & Associates Inc.

  • $323 Million
  • Q4 2024

Crumly & Associates Inc. has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $323 Million distributed in 155 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 $19.7M, ETF Ser Solution Distillate Us with a value of $18.5M, Vanguard Russell 1000 Growth E with a value of $15.8M, Ishares Core Dividend Growth E with a value of $15.2M, and Ishares Currency Hedged Msci E with a value of $15.1M.

Examining the 13F form we can see an increase of $5.05M in the current position value, from $318M to 323M.

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

Portfolio value $323 Million
ETFs: $272 Million
Technology: $18.5 Million
Financial Services: $8.4 Million
Consumer Cyclical: $5.81 Million
Communication Services: $4.21 Million
Healthcare: $3.75 Million
Energy: $2.87 Million
Industrials: $2.38 Million
Other: $5.08 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$19.7 Million 6.11% of portfolio
333,940
Q4 2024 Added 6.97%
$0
$18.5 Million 5.72% of portfolio
336,115
Q4 2024 Added 10.82%
$0
$15.8 Million 4.88% of portfolio
152,618
Q4 2024 Added 5.52%
$0
$15.2 Million 4.7% of portfolio
247,746
Q4 2024 Added 2.21%
$0
$15.1 Million 4.69% of portfolio
435,761
Q4 2024 Added 0.66%
$0
$13.2 Million 4.09% of portfolio
208,829
Q4 2024 Added 19.16%
$0
$11.5 Million 3.55% of portfolio
21,266
Q4 2024 Added 73.3%
$0
$11.1 Million 3.43% of portfolio
206,136
Q4 2024 Added 1.17%
$0
$9.82 Million 3.04% of portfolio
41,753
Q4 2024 Reduced 0.29%
$0
$9.36 Million 2.9% of portfolio
405,622
Q4 2024 Added 1.59%
$0
$9.29 Million 2.88% of portfolio
207,519
Q4 2024 Added 4.83%
$0
$8.39 Million 2.6% of portfolio
233,980
Q4 2024 Added 3.39%
$0
$8.19 Million 2.54% of portfolio
104,440
Q4 2024 Added 6.59%
$0
$7.58 Million 2.35% of portfolio
40,977
Q4 2024 Reduced 1.65%
$0
$7.44 Million 2.3% of portfolio
170,405
Q4 2024 Reduced 0.13%
$0
$5.82 Million 1.8% of portfolio
76,190
Q4 2024 Added 3.9%
$0
$5.41 Million 1.67% of portfolio
106,646
Q4 2024 Reduced 4.06%
$0
$4.96 Million 1.54% of portfolio
102,791
Q4 2024 Reduced 6.22%
$0
$4.92 Million 1.52% of portfolio
57,464
Q4 2024 Reduced 0.23%
$0
$4.84 Million 1.5% of portfolio
107,889
Q4 2024 Reduced 0.22%
$0
$4.55 Million 1.41% of portfolio
59,033
Q4 2024 New
$0
$4.3 Million 1.33% of portfolio
115,800
Q4 2024 Added 0.36%
$0
$3.98 Million 1.23% of portfolio
145,311
Q4 2024 Reduced 1.09%
$0
$3.75 Million 1.16% of portfolio
229,609
Q4 2024 Reduced 10.86%
$0
$3.22 Million 1.0% of portfolio
51,744
Q4 2024 Reduced 2.82%
$0
$3.21 Million 0.99% of portfolio
64,378
Q4 2024 Reduced 1.49%
$0
$2.64 Million 0.82% of portfolio
74,108
Q4 2024 Reduced -0.0%
$0
$2.61 Million 0.81% of portfolio
34,840
Q4 2024 Reduced 2.74%
$0
$2.49 Million 0.77% of portfolio
5,844
Q2 2024 Added 0.24%
$0
$2.09 Million 0.65% of portfolio
35,660
Q4 2024 Reduced 11.36%
$0
$2.01 Million 0.62% of portfolio
41,486
Q4 2024 Reduced 2.26%
$0
$1.83 Million 0.57% of portfolio
17,210
Q4 2024 Added 1.4%
$0
$1.71 Million 0.53% of portfolio
12,463
Q4 2024 Reduced 2.3%
$0
$1.69 Million 0.52% of portfolio
33,638
Q4 2024 Added 0.52%
$0
$1.65 Million 0.51% of portfolio
65,132
Q4 2024 Reduced 0.34%
$0
$1.58 Million 0.49% of portfolio
29,101
Q4 2024 Reduced 19.53%
$0
$1.53 Million 0.47% of portfolio
2,613
Q4 2024 Added 355.23%
$0
$1.52 Million 0.47% of portfolio
13,924
Q4 2024 Reduced 1.63%
$0
$1.38 Million 0.43% of portfolio
54,661
Q4 2024 Reduced 4.19%
$0
$1.34 Million 0.41% of portfolio
53,286
Q4 2024 Reduced 3.27%
$0
$1.18 Million 0.36% of portfolio
41,648
Q1 2024 Reduced 3.2%
$0
$1.12 Million 0.35% of portfolio
44,135
Q4 2024 Reduced 4.45%
$0
$1.05 Million 0.33% of portfolio
20,656
Q4 2024 Reduced 0.02%
$0
$743,000 0.23% of portfolio
12,446
Q4 2024 New
$0
$732,000 0.23% of portfolio
1,433
Q4 2024 Added 1.06%
$0
$748,000 0.23% of portfolio
18,594
Q4 2024 Reduced 46.41%
$0
$503,000 0.16% of portfolio
7,048
Q1 2021 Added 0.33%
$0
$531,000 0.16% of portfolio
8,128
Q4 2023 Reduced 9.15%
$0
$410,000 0.13% of portfolio
4,216
Q2 2023 Reduced 7.6%

Summary

  • Portfolio
  • No. of Stocks 155
  • Current Value $323 Million
  • Prior Value $318 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 03, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 11 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 72 stocks
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