The Analysis of Crumly & Associates Inc.'s Holdings
Currently, Crumly & Associates Inc. holds 203 types of securities in its portfolio with a total value $476.7M. In the most recent quarter, they have increased their positions in GRID (+49.1K shares, valued at $7.5M), N/A (+37.5K shares, valued at $7.2M), PSH (+107.9K shares, valued at $5.4M); decreased their positions in JPST (-95.5K shares, valued at $4.8M), JGRO (-51.8K shares, valued at $4.8M), RDVY (-26.5K shares, valued at $1.8M); initiated new positions in GRID (+49.1K shares, valued at $7.5M), N/A (+37.5K shares, valued at $7.2M), PSH (+107.9K shares, valued at $5.4M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
JGRO J P MORGAN EXCHANGE TRADED F287.4K shares-15.28%2025-12-312026-01-14
RDVY FIRST TR EXCHANGE TRADED FD338.8K shares-7.26%2025-12-312026-01-14 DSTL ETF SER SOLUTIONS366.5K shares-3.37%2025-12-312026-01-14 HEFA ISHARES TR454.7K shares3.70%2025-12-312026-01-14 SDVY FIRST TR EXCHANGE-TRADED FD476.7K shares20.32%2025-12-312026-01-14 MGV VANGUARD WORLD FD100.2K shares-9.60%2025-12-312026-01-14 DSTX ETF SER SOLUTIONS439.0K shares1.66%2025-12-312026-01-14 SMCO TIDAL TRUST II506.1K shares1.07%2025-12-312026-01-14 TDIV FIRST TR EXCHANGE TRADED FD139.5K shares10.34%2025-12-312026-01-14 FCOM FIDELITY COVINGTON TRUST158.8K shares26.44%2025-12-312026-01-14 IWY ISHARES TR41.1K shares-0.17%2025-12-312026-01-14 NFTY FIRST TR EXCH TRD ALPHDX FD190.4K shares3.25%2025-12-312026-01-14 AIRR FIRST TR EXCHANGE TRADED FD107.7K shares5.44%2025-12-312026-01-14 JSI JANUS DETROIT STR TR179.9K shares-13.96%2025-12-312026-01-14 BITB BITWISE BITCOIN ETF TR194.9K shares25.42%2025-12-312026-01-14 DGRO ISHARES TR118.0K shares-0.18%2025-12-312026-01-14 FTEC FIDELITY COVINGTON TRUST34.4K shares1.38%2025-12-312026-01-14 GRID FIRST TR EXCHANGE TRADED FD49.1K sharesnew addition2025-12-312026-01-14 SMIN ISHARES TR105.8K shares4.86%2025-12-312026-01-14 FVD FIRST TR EXCHANGE-TRADED FD160.5K shares-0.02%2025-12-312026-01-14 CGMS CAPITAL GRP FIXED INCM ETF T231.4K shares6.47%2025-12-312026-01-14 VONG VANGUARD SCOTTSDALE FDS52.3K shares-2.01%2025-12-312026-01-14 FBND FIDELITY MERRIMACK STR TR137.9K shares4.85%2025-12-312026-01-14 DEUS DBX ETF TR96.0K shares-2.59%2025-12-312026-01-14 IQLT ISHARES TR121.0K shares0.79%2025-12-312026-01-14 PSH PGIM ETF TR107.9K sharesnew addition2025-12-312026-01-14 XLE SELECT SECTOR SPDR TR115.4K shares100.09%2025-12-312026-01-14 AAPL APPLE INC19.0K shares-1.11%2025-12-312026-01-14 SPY SPDR S&P 500 ETF TR6.9K shares-0.78%2025-12-312026-01-14 QQEW FIRST TR EXCHANGE-TRADED FD32.9K shares-4.01%2025-12-312026-01-14 SMMU PIMCO ETF TR90.9K shares2.72%2025-12-312026-01-14 JAAA JANUS DETROIT STR TR90.3K shares-6.77%2025-12-312026-01-14 FMHI FIRST TR EXCH TRADED FD III77.9K shares-2.01%2025-12-312026-01-14 JPST J P MORGAN EXCHANGE TRADED F69.5K shares-57.87%2025-12-312026-01-14 BROADCOM INC BROADCOM INC10.0K shares-0.46%2025-12-312026-01-14 IJH ISHARES TR49.8K shares0.00%2025-12-312026-01-14 FXN FIRST TR EXCHANGE TRADED FD193.2K shares0.00%2025-12-312026-01-14 DIA SPDR DOW JONES INDL AVERAGE5.8K shares0.00%2025-12-312026-01-14 EMLP FIRST TR EXCHANGE-TRADED FD72.8K shares0.00%2025-12-312026-01-14 FXR FIRST TR EXCHANGE TRADED FD33.9K shares-1.26%2025-12-312026-01-14 JAVA J P MORGAN EXCHANGE TRADED F37.1K shares-2.38%2025-12-312026-01-14 MSFT MICROSOFT CORP5.1K shares-2.00%2025-12-312026-01-14 JMUB J P MORGAN EXCHANGE TRADED F48.0K shares5.90%2025-12-312026-01-14 AMZN AMAZON COM INC9.6K shares6.91%2025-12-312026-01-14 MUB ISHARES TR20.5K shares0.58%2025-12-312026-01-14 NVDA NVIDIA CORPORATION11.6K shares1.59%2025-12-312026-01-14 XLF SELECT SECTOR SPDR TR38.7K shares-3.83%2025-12-312026-01-14 TSLA TESLA INC4.4K shares-8.21%2025-12-312026-01-14 ALPHABET INC ALPHABET INC6.2K shares-7.34%2025-12-312026-01-14 JPM JPMORGAN CHASE & CO.6.0K shares0.54%2025-12-312026-01-14 GLD SPDR GOLD TR4.7K shares7.67%2025-12-312026-01-14 NFLX NETFLIX INC19.4K shares920.13%2025-12-312026-01-14 TSM TAIWAN SEMICONDUCTOR MFG LTD5.6K shares7.87%2025-12-312026-01-14 IWR ISHARES TR17.4K shares-0.17%2025-12-312026-01-14 FXO FIRST TR EXCHANGE TRADED FD26.7K shares-2.24%2025-12-312026-01-14 RVNU DBX ETF TR64.5K shares-17.29%2025-12-312026-01-14 WMT WALMART INC14.1K shares-1.46%2025-12-312026-01-14 ONEY SPDR SERIES TRUST13.7K shares0.00%2025-12-312026-01-14 DEEF DBX ETF TR41.2K shares0.00%2025-12-312026-01-14 SGVT SCHWAB STRATEGIC TR13.6K shares-17.32%2025-12-312026-01-14 XLV SELECT SECTOR SPDR TR8.6K shares0.00%2025-12-312026-01-14 IWF ISHARES TR2.8K shares0.00%2025-12-312026-01-14 CEG CONSTELLATION ENERGY CORP3.7K shares-1.40%2025-12-312026-01-14 AXP AMERICAN EXPRESS CO3.5K shares-1.56%2025-12-312026-01-14 PLD PROLOGIS INC.9.3K shares2.93%2025-12-312026-01-14 GS GOLDMAN SACHS GROUP INC1.3K shares-10.78%2025-12-312026-01-14 KLAC KLA CORP911 shares-4.41%2025-12-312026-01-14 MTBA SIMPLIFY EXCHANGE TRADED FUN21.6K sharesnew addition2025-12-312026-01-14 CRWD CROWDSTRIKE HLDGS INC2.3K shares-0.83%2025-12-312026-01-14 NEM NEWMONT CORP10.7K shares5.37%2025-12-312026-01-14 EPD ENTERPRISE PRODS PARTNERS L31.9K shares6.13%2025-12-312026-01-14 SCHW SCHWAB CHARLES CORP9.5K shares2.03%2025-12-312026-01-14 FMB FIRST TR EXCH TRADED FD III18.4K shares0.00%2025-12-312026-01-14 LLY ELI LILLY & CO777 shares-1.02%2025-12-312026-01-14 V VISA INC2.3K shares1.70%2025-12-312026-01-14 META META PLATFORMS INC1.2K shares2.16%2025-12-312026-01-14 EWBC EAST WEST BANCORP INC7.2K shares-13.11%2025-12-312026-01-14 NI NISOURCE INC19.3K shares0.83%2025-12-312026-01-14 FDL FIRST TR EXCHANGE-TRADED FD17.8K shares1.58%2025-12-312026-01-14 PLTR PALANTIR TECHNOLOGIES INC4.3K shares-10.21%2025-12-312026-01-14 AZN ASTRAZENECA PLC8.1K shares-4.83%2025-12-312026-01-14 FHLC FIDELITY COVINGTON TRUST10.0K shares-0.87%2025-12-312026-01-14 SLV ISHARES SILVER TR11.4K shares32.11%2025-12-312026-01-14 PNC PNC FINL SVCS GROUP INC3.5K shares-0.71%2025-12-312026-01-14 TMUS T-MOBILE US INC3.4K shares1.18%2025-12-312026-01-14 CRM SALESFORCE INC2.6K shares-8.79%2025-12-312026-01-14 NEE NEXTERA ENERGY INC7.7K shares-1.65%2025-12-312026-01-14 PAXS PIMCO ACCESS INCOME FUND39.8K shares0.00%2025-12-312026-01-14 AMGN AMGEN INC1.8K shares30.46%2025-12-312026-01-14 CMI CUMMINS INC1.2K shares-0.43%2025-12-312026-01-14 GPI GROUP 1 AUTOMOTIVE INC1.5K shares0.00%2025-12-312026-01-14 DSMC ETF SER SOLUTIONS16.3K shares-51.50%2025-12-312026-01-14 HSBC HSBC HLDGS PLC7.3K shares-0.61%2025-12-312026-01-14 FTSM FIRST TR EXCHANGE-TRADED FD9.3K sharesnew addition2025-12-312026-01-14 CVX CHEVRON CORP NEW3.6K shares-12.53%2025-12-312026-01-14 PAAA PGIM ETF TR10.5K sharesnew addition2025-12-312026-01-14 APLD APPLIED DIGITAL CORP21.3K shares-1.94%2025-12-312026-01-14 SLB SLB LIMITED13.5K shares0.00%2025-12-312026-01-14 BSX BOSTON SCIENTIFIC CORP5.4K shares-5.54%2025-12-312026-01-14 ABBV ABBVIE INC2.3K shares118.70%2025-12-312026-01-14 QCOM QUALCOMM INC3.0K shares5.10%2025-12-312026-01-14 SPTM SPDR SERIES TRUST6.2K shares0.00%2025-12-312026-01-14 JEPI J P MORGAN EXCHANGE TRADED F8.8K shares-0.06%2025-12-312026-01-14 ADBE ADOBE INC1.4K shares-0.42%2025-12-312026-01-14 VZ VERIZON COMMUNICATIONS INC12.1K shares-2.00%2025-12-312026-01-14 VGIT VANGUARD SCOTTSDALE FDS8.2K shares0.57%2025-12-312026-01-14 T AT&T INC19.8K shares-0.36%2025-12-312026-01-14 GTLS CHART INDS INC2.4K shares3.84%2025-12-312026-01-14 BAC BANK AMERICA CORP8.6K shares-0.32%2025-12-312026-01-14 CYBR CYBERARK SOFTWARE LTD1.1K shares-8.16%2025-12-312026-01-14 HON HONEYWELL INTL INC2.4K shares2.78%2025-12-312026-01-14 EMR EMERSON ELEC CO3.5K shares12.97%2025-12-312026-01-14 FTNT FORTINET INC5.7K shares15.69%2025-12-312026-01-14 TDY TELEDYNE TECHNOLOGIES INC887 shares2.90%2025-12-312026-01-14 PSTG PURE STORAGE INC6.7K shares-5.27%2025-12-312026-01-14 TBLL INVESCO EXCH TRADED FD TR II4.2K shares-37.63%2025-12-312026-01-14 AN AUTONATION INC2.1K shares-0.28%2025-12-312026-01-14 FDIS FIDELITY COVINGTON TRUST4.2K shares0.00%2025-12-312026-01-14 PANW PALO ALTO NETWORKS INC2.3K sharesnew addition2025-12-312026-01-14 FTC FIRST TR EXCHANGE-TRADED ALP2.6K shares0.00%2025-12-312026-01-14 EEM ISHARES TR7.5K shares22.83%2025-12-312026-01-14 VGT VANGUARD WORLD FD535 shares0.00%2025-12-312026-01-14 NXPI NXP SEMICONDUCTORS N V1.8K shares1.73%2025-12-312026-01-14 AMD ADVANCED MICRO DEVICES INC1.8K sharesnew addition2025-12-312026-01-14 MU MICRON TECHNOLOGY INC1.3K sharesnew addition2025-12-312026-01-14 VXUS VANGUARD STAR FDS4.8K shares0.00%2025-12-312026-01-14 TGT TARGET CORP3.7K sharesnew addition2025-12-312026-01-14 CSCO CISCO SYS INC4.7K shares-1.60%2025-12-312026-01-14 CFG CITIZENS FINL GROUP INC6.0K shares0.00%2025-12-312026-01-14 MET METLIFE INC4.4K shares-3.19%2025-12-312026-01-14 MCD MCDONALDS CORP1.1K shares-35.01%2025-12-312026-01-14 FIDU FIDELITY COVINGTON TRUST4.2K shares0.00%2025-12-312026-01-14 TJX TJX COS INC NEW2.2K shares0.00%2025-12-312026-01-14 ORCL ORACLE CORP1.7K sharesnew addition2025-12-312026-01-14 PEP PEPSICO INC2.2K shares-25.04%2025-12-312026-01-14 TRV TRAVELERS COMPANIES INC1.1K shares0.37%2025-12-312026-01-14 FCX FREEPORT-MCMORAN INC5.9K shares-57.90%2025-12-312026-01-14 BXMT BLACKSTONE MTG TR INC15.3K shares0.00%2025-12-312026-01-14 XOM EXXON MOBIL CORP2.4K shares-4.10%2025-12-312026-01-14 ITOT ISHARES TR2.0K shares0.00%2025-12-312026-01-14 VBND ETF SER SOLUTIONS6.6K shares0.00%2025-12-312026-01-14 IWD ISHARES TR1.4K shares-0.22%2025-12-312026-01-14 EXE EXPAND ENERGY CORPORATION2.6K shares0.00%2025-12-312026-01-14 IVV ISHARES TR418 shares0.24%2025-12-312026-01-14 EOG EOG RES INC2.7K shares-46.63%2025-12-312026-01-14 ET ENERGY TRANSFER L P16.9K shares0.00%2025-12-312026-01-14 OMC OMNICOM GROUP INC3.3K sharesnew addition2025-12-312026-01-14 VTI VANGUARD INDEX FDS776 shares0.39%2025-12-312026-01-14 LAD LITHIA MTRS INC780 shares-7.36%2025-12-312026-01-14 AEE AMEREN CORP2.6K shares-13.37%2025-12-312026-01-14 VOOG VANGUARD ADMIRAL FDS INC578 shares0.00%2025-12-312026-01-14 ALPHABET INC ALPHABET INC818 sharesnew addition2025-12-312026-01-14 KMI KINDER MORGAN INC DEL9.2K shares-9.88%2025-12-312026-01-14 ALLE ALLEGION PLC1.6K sharesnew addition2025-12-312026-01-14 EWG ISHARES INC5.9K shares0.00%2025-12-312026-01-14 VB VANGUARD INDEX FDS970 shares0.00%2025-12-312026-01-14 IWL ISHARES TR1.5K shares0.00%2025-12-312026-01-14 IGIB ISHARES TR4.6K shares0.00%2025-12-312026-01-14 SUN SUNOCO LP/SUNOCO FIN CORP4.7K shares0.00%2025-12-312026-01-14 ITB ISHARES TR2.5K shares0.00%2025-12-312026-01-14 MP MP MATERIALS CORP4.8K sharesnew addition2025-12-312026-01-14 WRB BERKLEY W R CORP3.4K shares0.12%2025-12-312026-01-14 BITO PROSHARES TR19.5K sharesnew addition2025-12-312026-01-14 PSK SPDR SERIES TRUST7.4K shares0.00%2025-12-312026-01-14 ATR APTARGROUP INC1.9K sharesnew addition2025-12-312026-01-14 DVYE ISHARES INC7.4K sharesnew addition2025-12-312026-01-14 DVY ISHARES TR1.6K shares0.75%2025-12-312026-01-14 KO COCA COLA CO3.3K shares-16.61%2025-12-312026-01-14 RTX RTX CORPORATION1.2K shares0.00%2025-12-312026-01-14 SJNK SPDR SERIES TRUST8.5K shares0.00%2025-12-312026-01-14 IWM ISHARES TR878 shares0.34%2025-12-312026-01-14 HSY HERSHEY CO1.2K shares0.68%2025-12-312026-01-14 IVE ISHARES TR1.0K shares0.00%2025-12-312026-01-14 AB ALLIANCEBERNSTEIN HLDG L P5.5K shares0.00%2025-12-312026-01-14 AMT AMERICAN TOWER CORP NEW1.2K shares-26.22%2025-12-312026-01-14 VBR VANGUARD INDEX FDS988 shares0.00%2025-12-312026-01-14 VRP INVESCO EXCH TRADED FD TR II8.6K shares0.00%2025-12-312026-01-14 PDO PIMCO DYNAMIC INCOME OPRNTS15.0K shares20.00%2025-12-312026-01-14 GNTX GENTEX CORP8.8K shares-18.36%2025-12-312026-01-14 LNT ALLIANT ENERGY CORP3.2K shares0.00%2025-12-312026-01-14 VUG VANGUARD INDEX FDS419 shares0.00%2025-12-312026-01-14 VGK VANGUARD INTL EQUITY INDEX F2.4K sharesnew addition2025-12-312026-01-14 PBI PITNEY BOWES INC19.0K shares-10.01%2025-12-312026-01-14 STWD STARWOOD PPTY TR INC11.0K shares0.00%2025-12-312026-01-14 PRPL PURPLE INNOVATION INC275.6K shares8.25%2025-12-312026-01-14 FTRI FIRST TR EXCHANGE TRADED FD12.1K shares-2.10%2025-12-312026-01-14 RITM RITHM CAPITAL CORP14.2K shares0.00%2025-12-312026-01-14 LYG LLOYDS BANKING GROUP PLC23.6K shares-13.29%2025-12-312026-01-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available