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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$250B
$1.17 Million 0.37% of portfolio
14,461
Q3 2024 Reduced 0.68%
$0
$1.19 Million 0.37% of portfolio
46,189
Q3 2024 Reduced 31.64%
$106B
$1.15 Million 0.36% of portfolio
7,554
Q3 2024 Reduced 1.0%
$95.4B
$1.14 Million 0.36% of portfolio
9,023
Q3 2024 Reduced 1.18%
$0
$1.07 Million 0.34% of portfolio
20,660
Q3 2024 Reduced 2.4%
$1.02T
$1.02 Million 0.32% of portfolio
5,858
Q3 2024 Added 7.68%
$4.83B
$1 Million 0.32% of portfolio
78,504
Q3 2024 Added 10.32%
$1.14T
$974,000 0.31% of portfolio
5,874
Q3 2024 Added 4.32%
$248B
$941,000 0.3% of portfolio
8,290
Q3 2024 Added 8.71%
$155B
$787,000 0.25% of portfolio
829
Q3 2024 Reduced 2.13%
$13.5B
$793,000 0.25% of portfolio
9,581
Q3 2024 Reduced 19.43%
$127B
$759,000 0.24% of portfolio
9,063
Q3 2024 Reduced 1.85%
$1.33T
$764,000 0.24% of portfolio
2,923
Q3 2024 New
$49.5B
$735,000 0.23% of portfolio
2,274
Q3 2024 Reduced 0.96%
$274B
$706,000 0.22% of portfolio
3,426
Q3 2024 Reduced 3.63%
$0
$692,000 0.22% of portfolio
1,418
Q3 2024 Reduced 0.91%
$0
$661,000 0.21% of portfolio
39,750
Q4 2022 Reduced 58.28%
$77.8B
$659,000 0.21% of portfolio
2,350
Q3 2024 Added 155.71%
$14.7B
$653,000 0.21% of portfolio
18,860
Q3 2024 Reduced 2.35%
$89.2B
$647,000 0.2% of portfolio
837
Q3 2024 Added 2.32%
$52.2B
$636,000 0.2% of portfolio
15,174
Q3 2024 Reduced 2.36%
$17.5B
$594,000 0.19% of portfolio
8,757
Q3 2024 Added 1.54%
$168B
$600,000 0.19% of portfolio
14,384
Q3 2024 Reduced 6.13%
$6.12B
$596,000 0.19% of portfolio
1,557
Q3 2024 Reduced 1.02%
$95.4B
$593,000 0.19% of portfolio
8,223
Q3 2024 Added 1.49%
$519B
$597,000 0.19% of portfolio
2,172
Q3 2024 Added 5.28%
$135B
$610,000 0.19% of portfolio
9,425
Q3 2024 Added 2.5%
$0
$591,000 0.19% of portfolio
8,128
Q4 2023 Reduced 9.15%
$37.4B
$591,000 0.19% of portfolio
16,866
Q3 2024 Added 14.81%
$344B
$614,000 0.19% of portfolio
2,244
Q3 2024 Added 0.45%
$55.5B
$613,000 0.19% of portfolio
12,282
Q3 2024 Reduced 0.29%
$223B
$613,000 0.19% of portfolio
2,262
Q3 2024 Added 2.49%
$354B
$595,000 0.19% of portfolio
15,001
Q3 2024 Reduced 33.52%
$172B
$583,000 0.18% of portfolio
3,432
Q3 2024 Added 121.71%
$79.5B
$584,000 0.18% of portfolio
4,669
Q3 2024 Reduced 2.73%
$280B
$545,000 0.17% of portfolio
3,704
Q3 2024 Added 2.83%
$55.2B
$546,000 0.17% of portfolio
2,274
Q3 2024 Added 2.02%
$77.9B
$556,000 0.17% of portfolio
3,012
Q3 2024 Reduced 0.33%
$108B
$552,000 0.17% of portfolio
6,136
Q3 2024 Reduced 1.84%
$0
$493,000 0.16% of portfolio
7,048
Q1 2021 Added 0.33%
$69.8B
$521,000 0.16% of portfolio
4,242
Q3 2024 Reduced 1.78%
$64.9B
$506,000 0.16% of portfolio
6,142
Q3 2024 Reduced 14.43%
$53.6B
$497,000 0.16% of portfolio
3,919
Q3 2024 Added 1.48%
$203B
$517,000 0.16% of portfolio
6,644
Q3 2024 Added 2.2%
$67.4B
$462,000 0.15% of portfolio
15,898
Q3 2024 Added 3.07%
$13B
$491,000 0.15% of portfolio
1,684
Q3 2024 New
$15.3B
$490,000 0.15% of portfolio
2,222
Q3 2024 Added 0.05%
$211B
$436,000 0.14% of portfolio
2,567
Q3 2024 Reduced 4.18%
$21.9B
$461,000 0.14% of portfolio
4,399
Q3 2024 Reduced 8.09%

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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