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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.9B
$1 Million 0.32% of portfolio
78,504
Q3 2024 Added 10.32%
$5.85B
$596,000 0.19% of portfolio
1,557
Q3 2024 Reduced 1.02%
$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%
$3.52B
$37,000 0.01% of portfolio
10,726
Q3 2024 New

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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