Crumly & Associates Inc. Top Holdings and 13F Report (2024) About Crumly & Associates Inc.Investment ActivityCrumly & Associates Inc. has $361.85 million in total holdings as of September 30, 2024.Crumly & Associates Inc. owns shares of 148 different stocks, but just 41 companies or ETFs make up 80% of its holdings.Approximately 17.17% of the portfolio was purchased this quarter.About 17.11% of the portfolio was sold this quarter.This quarter, Crumly & Associates Inc. has purchased 137 new stocks and bought additional shares in 47 stocks.Crumly & Associates Inc. sold shares of 68 stocks and completely divested from 9 stocks this quarter.Largest Holdings First Trust NASDAQ Rising Dividend Achievers $18,483,868Distillate U.S. Fundamental Stability & Value ETF $17,206,753iShares Currency Hedged MSCI EAFE ETF $15,333,389iShares Core Dividend Growth ETF $15,195,829Vanguard Russell 1000 Growth ETF $13,959,881 Largest New Holdings this Quarter JPMorgan Active Growth ETF $9,786,516 HoldingFirst Trust NASDAQ Technology Dividend Index Fund $7,868,356 HoldingVanguard S&P Small-Cap 600 Growth ETF $4,683,997 HoldingTIDAL TR II $4,512,652 HoldingFirst Trust S&P REIT Index Fund $4,354,561 Holding Largest Purchases this Quarter JPMorgan Active Growth ETF 127,296 shares (about $9.79M)First Trust NASDAQ Technology Dividend Index Fund 97,987 shares (about $7.87M)Vanguard Russell 1000 Growth ETF 63,758 shares (about $6.15M)Vanguard S&P Small-Cap 600 Growth ETF 39,105 shares (about $4.68M)TIDAL TR II 181,231 shares (about $4.51M) Largest Sales this Quarter First Trust NASDAQ 100 Equal Weighted Index Fund 87,655 shares (about $11.00M)ETF SER SOLUTIONS 145,699 shares (about $5.25M)Fidelity MSCI Information Technology Index ETF 29,881 shares (about $5.21M)First Trust Energy AlphaDEX Fund 287,366 shares (about $4.66M)Fidelity MSCI Communication Services Index ETF 81,861 shares (about $4.51M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCrumly & Associates Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorRDVYFirst Trust NASDAQ Rising Dividend Achievers$18,483,868$1,624,603 ▼-8.1%312,1755.1%ManufacturingDSTLDistillate U.S. Fundamental Stability & Value ETF$17,206,753$2,022,989 ▼-10.5%303,3104.8%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$15,333,389$3,130,951 ▼-17.0%432,9024.2%ETFDGROiShares Core Dividend Growth ETF$15,195,829$1,894,557 ▼-11.1%242,3964.2%ETFVONGVanguard Russell 1000 Growth ETF$13,959,881$6,153,922 ▲78.8%144,6323.9%ETFJAVAJPMorgan Active Value ETF$11,227,947$3,359,574 ▼-23.0%175,2453.1%ETFDEUSXtrackers Russell US Multifactor ETF$11,158,294$881,159 ▼-7.3%203,7513.1%ETFETF SER SOLUTIONS$10,314,204$111,544 ▼-1.1%399,2762.9%DISTILLATE INTNLJGROJPMorgan Active Growth ETF$9,786,516$9,786,516 ▲New Holding127,2962.7%ETFNFTYFirst Trust India NIFTY 50 Equal Weight ETF$9,647,382$624,277 ▲6.9%148,7882.7%ManufacturingIWYiShares Russell Top 200 Growth ETF$9,214,313$234,572 ▼-2.5%41,8742.5%ETFSHYLXtrackers Short Duration High Yield Bond ETF$9,030,684$818,238 ▲10.0%197,9552.5%ETFSDVYFirst Trust SMID Cap Rising Dividend Archievers ETF$8,233,485$993,392 ▲13.7%226,3192.3%ETFTDIVFirst Trust NASDAQ Technology Dividend Index Fund$7,868,356$7,868,356 ▲New Holding97,9872.2%ManufacturingFVDFirst Trust Value Line Dividend Index Fund$7,761,774$29,796 ▼-0.4%170,6262.1%ETFFTECFidelity MSCI Information Technology Index ETF$7,270,381$5,214,244 ▼-41.8%41,6642.0%ETFETF SER SOLUTIONS$7,002,600$5,253,906 ▼-42.9%194,1931.9%DISTILLATE SMLMDVOOVanguard S&P 500 ETF$6,475,048$10,553 ▼-0.2%12,2711.8%ETFSMINiShares MSCI India Small-Cap ETF$6,306,380$800,230 ▲14.5%73,3301.7%ETFTEMA ETF TRUST$6,189,490$1,569,053 ▲34.0%184,2111.7%GLP-1 OBESITYQQEWFirst Trust NASDAQ 100 Equal Weighted Index Fund$5,812,224$10,996,320 ▼-65.4%46,3311.6%ManufacturingJAAAJanus Henderson AAA CLO ETF$5,655,668$1,240,505 ▼-18.0%111,1571.6%ETFFMHIFirst Trust Municipal High Income ETF$5,414,611$499,432 ▲10.2%109,6081.5%ManufacturingXLEEnergy Select Sector SPDR Fund$5,057,104$340,576 ▼-6.3%57,5981.4%ETFCGMSCapital Group U.S. Multi-Sector Income ETF$5,056,718$2,061,858 ▲68.8%181,6351.4%ETFFBNDFidelity Total Bond ETF$5,053,622$1,958,312 ▲63.3%108,1221.4%ETFIQLTiShares MSCI Intl Quality Factor ETF$4,787,498$2,230,216 ▼-31.8%115,3891.3%ETFVIOGVanguard S&P Small-Cap 600 Growth ETF$4,683,997$4,683,997 ▲New Holding39,1051.3%ETFAAPLApple$4,565,495$192,462 ▲4.4%19,5941.3%Computer and TechnologyTIDAL TR II$4,512,652$4,512,652 ▲New Holding181,2311.2%HILTON SMALL-MIDFRIFirst Trust S&P REIT Index Fund$4,354,561$4,354,561 ▲New Holding146,9151.2%ETFFXNFirst Trust Energy AlphaDEX Fund$4,178,098$4,661,081 ▼-52.7%257,5891.2%ETFIDUiShares U.S. Utilities ETF$4,136,707$4,136,707 ▲New Holding40,5481.1%ETFIJHiShares Core S&P Mid-Cap ETF$3,318,084$112,051 ▼-3.3%53,2430.9%ETFSMMUPIMCO Short Term Municipal Bond Exchange-Traded Fund$3,300,163$1,064,031 ▲47.6%65,3500.9%ETFFXRFirst Trust Industrials/Producer Durables AlphaDEX Fund$2,713,898$36,744 ▼-1.3%35,8220.8%ETFEMLPFirst Trust North American Energy Infrastructure Fund$2,490,110$79,532 ▼-3.1%74,1100.7%ETFDIASPDR Dow Jones Industrial Average ETF Trust$2,472,7130.0%5,8440.7%FinanceFCOMFidelity MSCI Communication Services Index ETF$2,215,851$4,508,868 ▼-67.0%40,2300.6%ETFMSFTMicrosoft$1,989,576$241,813 ▲13.8%4,6240.5%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$1,964,741$132,307 ▼-6.3%12,7560.5%ETFXLFFinancial Select Sector SPDR Fund$1,923,607$155,674 ▼-7.5%42,4450.5%ETFAVGOBroadcom$1,904,056$1,714,823 ▲906.2%11,0380.5%Computer and TechnologyFXOFirst Trust Financial AlphaDEX Fund$1,849,185$93,467 ▼-4.8%36,1660.5%ETFMUBiShares National Muni Bond ETF$1,843,668$605,178 ▲48.9%16,9720.5%ETFJMUBJPMorgan Municipal ETF$1,715,648$641,336 ▲59.7%33,4630.5%ETFRVNUXtrackers Municipal Infrastructure Revenue Bond Fund$1,707,726$634,306 ▲59.1%65,3550.5%ETFONEYSPDR Russell 1000 Yield Focus ETF$1,587,569$157,579 ▼-9.0%14,1550.4%ETFNFLXNetflix$1,469,607$6,383 ▼-0.4%2,0720.4%Consumer DiscretionaryIBMQiShares iBonds Dec 2028 Term Muni Bond ETF$1,462,217$549,507 ▼-27.3%57,0510.4%ETFFDLFirst Trust Morningstar Dividend Leaders Index$1,455,476$113,557 ▼-7.2%34,6960.4%ETFAMZNAmazon.com$1,440,890$81,985 ▲6.0%7,7330.4%Retail/WholesaleIBMRiShares iBonds Dec 2029 Term Muni Bond ETF$1,423,234$599,882 ▼-29.7%55,8350.4%ETFIBMPiShares iBonds Dec 2027 Term Muni Bond ETF$1,402,015$548,371 ▼-28.1%55,0890.4%ETFDEEFXtrackers FTSE Developed ex US Multifactor ETF$1,288,7060.0%41,6480.4%ETFJPMJPMorgan Chase & Co.$1,255,942$27,624 ▲2.2%5,9560.3%FinanceNVDANVIDIA$1,253,139$775,758 ▲162.5%10,3190.3%Computer and TechnologyIBMOiShares iBonds Dec 2026 Term Muni Bond ETF$1,184,979$548,581 ▼-31.6%46,1890.3%ETFWMTWalmart$1,167,757$7,994 ▼-0.7%14,4610.3%Retail/WholesaleBABoeing$1,148,510$11,555 ▼-1.0%7,5540.3%AerospacePLDPrologis$1,139,370$13,638 ▼-1.2%9,0230.3%FinanceFMBFirst Trust Managed Municipal ETF$1,073,471$26,395 ▼-2.4%20,6600.3%ManufacturingTSMTaiwan Semiconductor Manufacturing$1,017,298$72,590 ▲7.7%5,8580.3%Computer and TechnologyCLFCleveland-Cliffs$1,002,496$93,770 ▲10.3%78,5040.3%Basic MaterialsGOOGLAlphabet$974,203$40,302 ▲4.3%5,8740.3%Computer and TechnologyMRKMerck & Co., Inc.$941,397$75,403 ▲8.7%8,2900.3%MedicalFIFiserv$838,786$23,534 ▼-2.7%4,6690.2%Business ServicesEWBCEast West Bancorp$792,732$191,129 ▼-19.4%9,5810.2%FinanceBLKBlackRock$786,966$17,087 ▼-2.1%8290.2%FinanceTSLATesla$764,744$764,744 ▲New Holding2,9230.2%Auto/Tires/TrucksBSXBoston Scientific$759,479$14,330 ▼-1.9%9,0630.2%MedicalCMICummins$736,212$7,123 ▼-1.0%2,2740.2%Auto/Tires/TrucksTMUST-Mobile US$706,989$26,620 ▼-3.6%3,4260.2%Computer and TechnologyQQQInvesco QQQ$692,239$6,346 ▼-0.9%1,4180.2%FinancePAXSPIMCO Access Income Fund$661,0430.0%39,7500.2%Financial ServicesCRWDCrowdStrike$659,105$401,353 ▲155.7%2,3500.2%Computer and TechnologyNINiSource$653,499$15,731 ▼-2.4%18,8600.2%UtilitiesTTETotalEnergies$648,385$201,611 ▼-23.7%10,0340.2%Oils/EnergyKLACKLA$648,181$14,714 ▲2.3%8370.2%Computer and TechnologySLBSchlumberger$636,549$15,396 ▼-2.4%15,1740.2%Oils/EnergyCRMSalesforce$614,205$2,737 ▲0.4%2,2440.2%Computer and TechnologyAXPAmerican Express$613,454$14,916 ▲2.5%2,2620.2%FinanceFCXFreeport-McMoRan$613,117$1,797 ▼-0.3%12,2820.2%Basic MaterialsSCHWCharles Schwab$610,823$14,906 ▲2.5%9,4250.2%FinanceCMCSAComcast$600,816$39,264 ▼-6.1%14,3840.2%Consumer DiscretionaryVVisa$597,298$29,975 ▲5.3%2,1720.2%Business ServicesGPIGroup 1 Automotive$596,517$6,130 ▼-1.0%1,5570.2%Retail/WholesaleBACBank of America$595,240$300,060 ▼-33.5%15,0010.2%FinanceBALLBall$594,677$9,032 ▲1.5%8,7570.2%Industrial ProductsMRVLMarvell Technology$593,054$8,727 ▲1.5%8,2230.2%Computer and TechnologyKHCKraft Heinz$592,165$76,399 ▲14.8%16,8660.2%Consumer StaplesFHLCFidelity MSCI Health Care Index ETF$591,6880.0%8,1280.2%ETFQCOMQUALCOMM$583,612$320,374 ▲121.7%3,4320.2%Computer and TechnologyPNCThe PNC Financial Services Group$556,768$1,848 ▼-0.3%3,0120.2%FinanceMDTMedtronic$552,425$10,353 ▼-1.8%6,1360.2%MedicalNXPINXP Semiconductors$545,783$10,800 ▲2.0%2,2740.2%Computer and TechnologyCVXChevron$545,488$15,022 ▲2.8%3,7040.2%Oils/EnergyEOGEOG Resources$521,469$9,466 ▼-1.8%4,2420.1%Oils/EnergyAZNAstraZeneca$517,634$11,141 ▲2.2%6,6440.1%MedicalMETMetLife$506,623$85,454 ▼-14.4%6,1420.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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