Crumly & Associates Inc. Portfolio Holdings

Crumly & Associates Inc.

  • $369 Million
  • Q3 2025

Crumly & Associates Inc. has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $369 Million distributed in 193 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 $24.6M, ETF Ser Solution Distillate Us with a value of $22M, Ishares Currency Hedged Msci E with a value of $17.4M, Vanguard Mega Cap Value with a value of $15.3M, and First Tr ETF Vi Smid Cap Risin with a value of $15.1M.

Examining the 13F form we can see an increase of $35.7M in the current position value, from $333M to 369M.

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

Portfolio value $369 Million
ETFs: $297 Million
Technology: $23.7 Million
Financial Services: $12.1 Million
Consumer Cyclical: $7.91 Million
Communication Services: $7.26 Million
Energy: $4.54 Million
Healthcare: $3.95 Million
Utilities: $3.16 Million
Other: $9.67 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$65.4M
$241,000 0.07% of portfolio
254,613
Q2 2025 Added 55.57%

Summary

  • Portfolio
  • No. of Stocks 193
  • Current Value $369 Million
  • Prior Value $333 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 40 stocks
  • Additional Purchases 89 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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