Crumly & Associates Inc. Portfolio Holdings

Crumly & Associates Inc.

  • $333 Million
  • Q2 2025

Crumly & Associates Inc. has filed its 13F form on July 02, 2025 for Q2 2025 where it was disclosed a total value porftolio of $333 Million distributed in 159 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 $22M, ETF Ser Solution Distillate Us with a value of $19.9M, Jp Morgan ETF Tr Ultra Short I with a value of $18M, Ishares Currency Hedged Msci E with a value of $16.2M, and First Tr ETF Vi Smid Cap Risin with a value of $13.7M.

Examining the 13F form we can see an increase of $38.7M in the current position value, from $295M to 333M.

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

Portfolio value $333 Million
ETFs: $277 Million
Technology: $19.1 Million
Financial Services: $9.37 Million
Communication Services: $6.45 Million
Consumer Cyclical: $5.69 Million
Healthcare: $3.39 Million
Energy: $2.84 Million
Utilities: $2.65 Million
Other: $6.86 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.03B
$218,000 0.07% of portfolio
21,691
Q2 2025 Reduced 21.14%
$476M
$63,000 0.02% of portfolio
15,813
Q2 2025 Added 19.68%

Summary

  • Portfolio
  • No. of Stocks 159
  • Current Value $333 Million
  • Prior Value $295 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 02, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 18 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 79 stocks
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