Crumly & Associates Inc. Portfolio Holdings

Crumly & Associates Inc.

  • $317 Million
  • Q2 2024

Crumly & Associates Inc. has filed its 13F form on August 02, 2024 for Q2 2024 where it was disclosed a total value porftolio of $317 Million distributed in 137 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 $18.6M, Ishares Currency Hedged Msci E with a value of $18.5M, ETF Ser Solution Distillate Us with a value of $17.4M, First Tr Nasdaq 100 Equal Weig with a value of $16.5M, and Ishares Core Dividend Growth E with a value of $15.7M.

Examining the 13F form we can see an decrease of $25.1M in the current position value, from $343M to 317M.

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

Portfolio value $317 Million
ETFs: $269 Million
Technology: $13.2 Million
Financial Services: $8.03 Million
Healthcare: $4.16 Million
Consumer Cyclical: $4.1 Million
Energy: $4.09 Million
Communication Services: $4.07 Million
Industrials: $3.34 Million
Other: $7.52 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$89.9M
$69,000 0.02% of portfolio
66,763
Q2 2024 Added 35.52%

Summary

  • Portfolio
  • No. of Stocks 137
  • Current Value $317 Million
  • Prior Value $343 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 02, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 10 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 70 stocks
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