Crumly & Associates Inc. Portfolio Holdings by Sector
Crumly & Associates Inc.
- $295 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
RDVY DSTL HEFA MGV DSTX VOO SDVY IWY 68 stocks |
$242,451
82.26% of portfolio
|
22
|
34
|
2
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
AVGO NVDA TSM QCOM MRVL NXPI 6 stocks |
$5,636
1.91% of portfolio
|
5
|
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$4,355
1.48% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT CRWD CYBR FTNT ADBE 5 stocks |
$3,970
1.35% of portfolio
|
5
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM EWBC BAC HSBC 4 stocks |
$3,378
1.15% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY MRK AZN PFE AMGN 5 stocks |
$2,799
0.95% of portfolio
|
4
|
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX 1 stocks |
$1,823
0.62% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN EBAY JMIA 3 stocks |
$1,805
0.61% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS SCHW APLD 3 stocks |
$1,724
0.58% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
BSX MDT 2 stocks |
$1,391
0.47% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
CMI ETN GTLS EMR 4 stocks |
$1,373
0.47% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V AXP 2 stocks |
$1,334
0.45% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
TMUS CMCSA 2 stocks |
$1,268
0.43% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$1,266
0.43% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
TTE CVX 2 stocks |
$1,224
0.42% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META 2 stocks |
$1,159
0.39% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE AEE LNT 3 stocks |
$1,052
0.36% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
PNC CFG LYG 3 stocks |
$968
0.33% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA LCID 2 stocks |
$953
0.32% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
GPI AN 2 stocks |
$872
0.3% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PLD 1 stocks |
$849
0.29% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
FISV ACN 2 stocks |
$817
0.28% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
NI 1 stocks |
$721
0.24% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP 2 stocks |
$663
0.22% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
KLAC 1 stocks |
$653
0.22% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
PAXS 1 stocks |
$638
0.22% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
SLB 1 stocks |
$626
0.21% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
IFF APD 2 stocks |
$602
0.2% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
EPD 1 stocks |
$598
0.2% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM 1 stocks |
$597
0.2% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Copper | Basic Materials
FCX 1 stocks |
$522
0.18% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
MET 1 stocks |
$518
0.18% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
BALL 1 stocks |
$503
0.17% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Steel | Basic Materials
CLF 1 stocks |
$474
0.16% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
EOG 1 stocks |
$467
0.16% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
ABNB 1 stocks |
$450
0.15% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON 1 stocks |
$363
0.12% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
TDY 1 stocks |
$350
0.12% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$328
0.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$325
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$299
0.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$283
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
KHC 1 stocks |
$280
0.09% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
SUN 1 stocks |
$273
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
PBI 1 stocks |
$252
0.09% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$249
0.08% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
TSCO 1 stocks |
$238
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
MO 1 stocks |
$231
0.08% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
AMT 1 stocks |
$213
0.07% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
RIO 1 stocks |
$201
0.07% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Independent Oil & Gas | Basic Materials
PDO 1 stocks |
$173
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Furnishings, Fixtures & Appliances | Consumer Cyclical
PRPL 1 stocks |
$124
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Apparel Manufacturing | Consumer Cyclical
HBI 1 stocks |
$66
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|