The Analysis of Crumly & Associates Inc.'s Holdings
Currently, Crumly & Associates Inc. holds 200 types of securities in its portfolio with a total value $475.9M. In the most recent quarter, they have increased their positions in JAAA (+180.5K shares, valued at $9.1M), PSH (+157.8K shares, valued at $7.8M), HEFA (+161.9K shares, valued at $6.9M); decreased their positions in CGMS (-220.6K shares, valued at $6.0M), FBND (-131.4K shares, valued at $6.0M), MGV (-28.8K shares, valued at $4.2M); initiated new positions in CRWV (+34.3K shares, valued at $2.7M), EVIM (+17.0K shares, valued at $892.1K), GEV (+328 shares, valued at $286.3K). Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
HEFA ISHARES TR616.7K shares35.61%2026-03-312026-04-02
JGRO J P MORGAN EXCHANGE TRADED F253.8K shares-11.71%2026-03-312026-04-02 RDVY FIRST TR EXCHANGE TRADED FD305.9K shares-9.70%2026-03-312026-04-02 DSTL ETF SER SOLUTIONS359.2K shares-2.00%2026-03-312026-04-02 DSTX ETF SER SOLUTIONS609.6K shares38.87%2026-03-312026-04-02 SDVY FIRST TR EXCHANGE-TRADED FD433.5K shares-9.06%2026-03-312026-04-02 NFTY FIRST TR EXCH TRD ALPHDX FD282.0K shares48.09%2026-03-312026-04-02 JAAA JANUS DETROIT STR TR270.8K shares200.03%2026-03-312026-04-02 PSH PGIM ETF TR265.6K shares146.24%2026-03-312026-04-02 SMCO TIDAL TRUST II449.8K shares-11.13%2026-03-312026-04-02 SMIN ISHARES TR187.8K shares77.42%2026-03-312026-04-02 AIRR FIRST TR EXCHANGE TRADED FD97.2K shares-9.76%2026-03-312026-04-02 MGV VANGUARD WORLD FD71.4K shares-28.76%2026-03-312026-04-02 IWY ISHARES TR41.0K shares-0.30%2026-03-312026-04-02 TDIV FIRST TR EXCHANGE TRADED FD104.4K shares-25.13%2026-03-312026-04-02 BITB BITWISE BITCOIN ETF TR256.2K shares31.49%2026-03-312026-04-02 FCOM FIDELITY COVINGTON TRUST135.5K shares-14.66%2026-03-312026-04-02 DGRO ISHARES TR115.4K shares-2.19%2026-03-312026-04-02 GRID FIRST TR EXCHANGE TRADED FD47.0K shares-4.40%2026-03-312026-04-02 FVD FIRST TR EXCHANGE-TRADED FD158.9K shares-1.00%2026-03-312026-04-02 FTEC FIDELITY COVINGTON TRUST34.3K shares-0.35%2026-03-312026-04-02 XLE SELECT SECTOR SPDR TR115.5K shares0.04%2026-03-312026-04-02 DEUS DBX ETF TR95.1K shares-0.92%2026-03-312026-04-02 AAPL APPLE INC22.1K shares16.50%2026-03-312026-04-02 VONG VANGUARD SCOTTSDALE FDS48.5K shares-7.30%2026-03-312026-04-02 SMMU PIMCO ETF TR105.1K shares15.66%2026-03-312026-04-02 IQLT ISHARES TR109.8K shares-9.22%2026-03-312026-04-02 SPY SPDR S&P 500 ETF TR7.1K shares3.26%2026-03-312026-04-02 FXN FIRST TR EXCHANGE TRADED FD193.2K shares0.00%2026-03-312026-04-02 QQEW FIRST TR EXCHANGE-TRADED FD31.2K shares-5.20%2026-03-312026-04-02 IJH ISHARES TR49.7K shares-0.16%2026-03-312026-04-02 FMHI FIRST TR EXCH TRADED FD III68.9K shares-11.54%2026-03-312026-04-02 BROADCOM INC BROADCOM INC10.4K shares4.41%2026-03-312026-04-02 EMLP FIRST TR EXCHANGE-TRADED FD72.8K shares0.00%2026-03-312026-04-02 JMUB J P MORGAN EXCHANGE TRADED F63.3K shares31.78%2026-03-312026-04-02 MTBA SIMPLIFY EXCHANGE TRADED FUN60.1K shares178.92%2026-03-312026-04-02 FXR FIRST TR EXCHANGE TRADED FD33.9K shares0.00%2026-03-312026-04-02 DIA SPDR DOW JONES INDL AVERAGE5.8K shares0.00%2026-03-312026-04-02 CRWV COREWEAVE INC34.3K sharesnew addition2026-03-312026-04-02 JAVA J P MORGAN EXCHANGE TRADED F33.4K shares-9.86%2026-03-312026-04-02 JPST J P MORGAN EXCHANGE TRADED F47.0K shares-32.48%2026-03-312026-04-02 MSFT MICROSOFT CORP5.9K shares15.28%2026-03-312026-04-02 NVDA NVIDIA CORPORATION12.2K shares5.38%2026-03-312026-04-02 AMZN AMAZON COM INC10.1K shares4.97%2026-03-312026-04-02 GLD SPDR GOLD TR4.8K shares1.28%2026-03-312026-04-02 NFLX NETFLIX INC20.5K shares5.66%2026-03-312026-04-02 TSM TAIWAN SEMICONDUCTOR MFG LTD5.7K shares2.18%2026-03-312026-04-02 XLF SELECT SECTOR SPDR TR39.0K shares0.65%2026-03-312026-04-02 JPM JPMORGAN CHASE & CO.6.5K shares7.73%2026-03-312026-04-02 MUB ISHARES TR17.9K shares-12.68%2026-03-312026-04-02 ALPHABET INC ALPHABET INC6.5K shares5.60%2026-03-312026-04-02 WMT WALMART INC15.1K shares6.74%2026-03-312026-04-02 TSLA TESLA INC4.7K shares5.75%2026-03-312026-04-02 IWR ISHARES TR17.6K shares0.93%2026-03-312026-04-02 ONEY SPDR SERIES TRUST13.7K shares0.00%2026-03-312026-04-02 DEEF DBX ETF TR41.2K shares0.00%2026-03-312026-04-02 RVNU DBX ETF TR61.2K shares-5.06%2026-03-312026-04-02 FXO FIRST TR EXCHANGE TRADED FD26.6K shares-0.29%2026-03-312026-04-02 KLAC KLA CORP924 shares1.43%2026-03-312026-04-02 PLD PROLOGIS INC.10.1K shares8.46%2026-03-312026-04-02 EPD ENTERPRISE PRODS PARTNERS L34.2K shares7.36%2026-03-312026-04-02 XLV SELECT SECTOR SPDR TR8.7K shares1.57%2026-03-312026-04-02 NEM NEWMONT CORP11.2K shares4.49%2026-03-312026-04-02 GS GOLDMAN SACHS GROUP INC1.4K shares3.11%2026-03-312026-04-02 AXP AMERICAN EXPRESS CO3.7K shares7.89%2026-03-312026-04-02 CEG CONSTELLATION ENERGY CORP4.0K shares7.94%2026-03-312026-04-02 IWF ISHARES TR2.4K shares-13.03%2026-03-312026-04-02 CRWD CROWDSTRIKE HLDGS INC2.6K shares12.09%2026-03-312026-04-02 NI NISOURCE INC21.1K shares8.88%2026-03-312026-04-02 SCHW SCHWAB CHARLES CORP10.4K shares9.20%2026-03-312026-04-02 FDL FIRST TR EXCHANGE-TRADED FD18.5K shares3.84%2026-03-312026-04-02 FMB FIRST TR EXCH TRADED FD III18.4K shares0.00%2026-03-312026-04-02 EVIM MORGAN STANLEY ETF TRUST17.0K sharesnew addition2026-03-312026-04-02 V VISA INC2.8K shares20.61%2026-03-312026-04-02 PNC PNC FINL SVCS GROUP INC4.0K shares14.58%2026-03-312026-04-02 CVX CHEVRON CORP NEW3.9K shares8.75%2026-03-312026-04-02 SLV ISHARES SILVER TR11.5K shares1.15%2026-03-312026-04-02 TMUS T-MOBILE US INC3.7K shares8.01%2026-03-312026-04-02 PANW PALO ALTO NETWORKS INC4.9K shares108.10%2026-03-312026-04-02 EWBC EAST WEST BANCORP INC7.1K shares-2.17%2026-03-312026-04-02 META META PLATFORMS INC1.3K shares4.79%2026-03-312026-04-02 LLY ELI LILLY & CO785 shares1.03%2026-03-312026-04-02 NEE NEXTERA ENERGY INC7.7K shares0.37%2026-03-312026-04-02 XOM EXXON MOBIL CORP4.2K shares71.03%2026-03-312026-04-02 FHLC FIDELITY COVINGTON TRUST10.0K shares0.00%2026-03-312026-04-02 SLB SLB LIMITED13.5K shares0.00%2026-03-312026-04-02 AMGN AMGEN INC1.9K shares5.69%2026-03-312026-04-02 PLTR PALANTIR TECHNOLOGIES INC4.6K shares8.07%2026-03-312026-04-02 CRM SALESFORCE INC3.3K shares28.39%2026-03-312026-04-02 VZ VERIZON COMMUNICATIONS INC12.3K shares1.58%2026-03-312026-04-02 PAAA PGIM ETF TR11.6K shares10.22%2026-03-312026-04-02 HSBC HSBC HLDGS PLC7.1K shares-2.93%2026-03-312026-04-02 HON HONEYWELL INTL INC2.6K shares9.18%2026-03-312026-04-02 ABBV ABBVIE INC2.7K shares17.94%2026-03-312026-04-02 T AT&T INC19.9K shares0.73%2026-03-312026-04-02 GTLS CHART INDS INC2.8K shares17.59%2026-03-312026-04-02 CMI CUMMINS INC1.1K shares-6.94%2026-03-312026-04-02 JEPI J P MORGAN EXCHANGE TRADED F10.2K shares14.88%2026-03-312026-04-02 PAXS PIMCO ACCESS INCOME FUND39.8K shares0.00%2026-03-312026-04-02 TDY TELEDYNE TECHNOLOGIES INC943 shares6.31%2026-03-312026-04-02 DSMC ETF SER SOLUTIONS15.1K shares-7.33%2026-03-312026-04-02 FTSM FIRST TR EXCHANGE-TRADED FD9.3K shares0.00%2026-03-312026-04-02 FTNT FORTINET INC6.8K shares19.19%2026-03-312026-04-02 EMR EMERSON ELEC CO4.2K shares20.51%2026-03-312026-04-02 QCOM QUALCOMM INC4.2K shares41.08%2026-03-312026-04-02 TGT TARGET CORP4.4K shares18.32%2026-03-312026-04-02 APLD APPLIED DIGITAL CORP21.3K shares0.00%2026-03-312026-04-02 PSTG PURE STORAGE INC8.3K shares23.45%2026-03-312026-04-02 VGIT VANGUARD SCOTTSDALE FDS8.2K shares0.00%2026-03-312026-04-02 SPTM SPDR SERIES TRUST6.2K shares0.00%2026-03-312026-04-02 EOG EOG RES INC3.3K shares24.04%2026-03-312026-04-02 GPI GROUP 1 AUTOMOTIVE INC1.4K shares-2.49%2026-03-312026-04-02 AN AUTONATION INC2.4K shares15.43%2026-03-312026-04-02 NXPI NXP SEMICONDUCTORS N V2.4K shares28.94%2026-03-312026-04-02 ADBE ADOBE INC1.9K shares33.73%2026-03-312026-04-02 ORCL ORACLE CORP3.1K shares84.09%2026-03-312026-04-02 AMD ADVANCED MICRO DEVICES INC2.2K shares20.19%2026-03-312026-04-02 PEP PEPSICO INC2.9K shares30.62%2026-03-312026-04-02 TBLL INVESCO EXCH TRADED FD TR II4.2K shares0.00%2026-03-312026-04-02 BAC BANK AMERICA CORP8.6K shares0.00%2026-03-312026-04-02 MCD MCDONALDS CORP1.3K shares11.95%2026-03-312026-04-02 FDIS FIDELITY COVINGTON TRUST4.2K shares0.00%2026-03-312026-04-02 CSCO CISCO SYS INC4.8K shares3.16%2026-03-312026-04-02 VGT VANGUARD WORLD FD535 shares0.00%2026-03-312026-04-02 VXUS VANGUARD STAR FDS4.8K shares0.00%2026-03-312026-04-02 CFG CITIZENS FINL GROUP INC6.0K shares0.00%2026-03-312026-04-02 FIDU FIDELITY COVINGTON TRUST4.2K shares0.00%2026-03-312026-04-02 FCX FREEPORT-MCMORAN INC6.1K shares3.17%2026-03-312026-04-02 EEM ISHARES TR6.2K shares-17.43%2026-03-312026-04-02 OMC OMNICOM GROUP INC4.6K shares40.48%2026-03-312026-04-02 TJX TJX COS INC NEW2.1K shares-4.03%2026-03-312026-04-02 BSX BOSTON SCIENTIFIC CORP5.3K shares-2.14%2026-03-312026-04-02 ET ENERGY TRANSFER L P16.9K shares0.00%2026-03-312026-04-02 PDO PIMCO DYNAMIC INCOME OPRNTS25.0K shares66.67%2026-03-312026-04-02 MET METLIFE INC4.5K shares1.33%2026-03-312026-04-02 TRV TRAVELERS COMPANIES INC1.1K shares0.37%2026-03-312026-04-02 BXMT BLACKSTONE MTG TR INC16.3K shares6.54%2026-03-312026-04-02 ATR APTARGROUP INC2.5K shares29.01%2026-03-312026-04-02 MP MP MATERIALS CORP6.4K shares34.02%2026-03-312026-04-02 DVYE ISHARES INC9.0K shares22.11%2026-03-312026-04-02 ALLE ALLEGION PLC2.1K shares34.68%2026-03-312026-04-02 AMT AMERICAN TOWER CORP NEW1.8K shares49.96%2026-03-312026-04-02 SUN SUNOCO LP/SUNOCO FIN CORP4.7K shares0.00%2026-03-312026-04-02 LAD LITHIA MTRS INC1.2K shares54.23%2026-03-312026-04-02 FBND FIDELITY MERRIMACK STR TR6.5K shares-95.25%2026-03-312026-04-02 IWD ISHARES TR1.4K shares0.00%2026-03-312026-04-02 CGMS CAPITAL GRP FIXED INCM ETF T10.8K shares-95.34%2026-03-312026-04-02 VBND ETF SER SOLUTIONS6.6K shares0.00%2026-03-312026-04-02 GEV GE VERNOVA INC328 sharesnew addition2026-03-312026-04-02 EXE EXPAND ENERGY CORPORATION2.6K shares0.00%2026-03-312026-04-02 AEE AMEREN CORP2.6K shares0.00%2026-03-312026-04-02 FTRI FIRST TR EXCHANGE TRADED FD15.9K shares31.13%2026-03-312026-04-02 MU MICRON TECHNOLOGY INC835 shares-36.45%2026-03-312026-04-02 GNTX GENTEX CORP12.8K shares44.83%2026-03-312026-04-02 ITOT ISHARES TR2.0K shares0.00%2026-03-312026-04-02 KMI KINDER MORGAN INC DEL8.3K shares-10.12%2026-03-312026-04-02 IVV ISHARES TR419 shares0.24%2026-03-312026-04-02 FTC FIRST TR EXCHANGE-TRADED ALP1.8K shares-32.60%2026-03-312026-04-02 VBR VANGUARD INDEX FDS1.2K shares25.71%2026-03-312026-04-02 VTI VANGUARD INDEX FDS837 shares7.86%2026-03-312026-04-02 VB VANGUARD INDEX FDS1.0K shares5.67%2026-03-312026-04-02 IBIT ISHARES BITCOIN TRUST ETF6.9K sharesnew addition2026-03-312026-04-02 KO COCA COLA CO3.4K shares4.64%2026-03-312026-04-02 DVY ISHARES TR1.6K shares0.49%2026-03-312026-04-02 IGIB ISHARES TR4.6K shares0.00%2026-03-312026-04-02 RTX RTX CORPORATION1.2K shares1.22%2026-03-312026-04-02 MO ALTRIA GROUP INC3.6K sharesnew addition2026-03-312026-04-02 VOOG VANGUARD ADMIRAL FDS INC578 shares0.00%2026-03-312026-04-02 IWL ISHARES TR1.5K shares0.00%2026-03-312026-04-02 ALPHABET INC ALPHABET INC818 shares0.00%2026-03-312026-04-02 EWG ISHARES INC5.9K shares0.00%2026-03-312026-04-02 ITB ISHARES TR2.5K shares0.00%2026-03-312026-04-02 WRB BERKLEY W R CORP3.4K shares0.15%2026-03-312026-04-02 PSK SPDR SERIES TRUST7.4K shares0.00%2026-03-312026-04-02 LNT ALLIANT ENERGY CORP3.2K shares0.00%2026-03-312026-04-02 PBI PITNEY BOWES INC20.2K shares6.14%2026-03-312026-04-02 IWM ISHARES TR880 shares0.23%2026-03-312026-04-02 SJNK SPDR SERIES TRUST8.5K shares0.00%2026-03-312026-04-02 IVE ISHARES TR1.0K shares0.00%2026-03-312026-04-02 SCHF SCHWAB STRATEGIC TR8.5K sharesnew addition2026-03-312026-04-02 VRP INVESCO EXCH TRADED FD TR II8.6K shares0.00%2026-03-312026-04-02 AB ALLIANCEBERNSTEIN HLDG L P5.5K shares0.00%2026-03-312026-04-02 PRPL PURPLE INNOVATION INC292.1K shares5.97%2026-03-312026-04-02 STWD STARWOOD PPTY TR INC11.0K shares0.00%2026-03-312026-04-02 BITO PROSHARES TR19.5K shares0.00%2026-03-312026-04-02 RITM RITHM CAPITAL CORP14.2K shares0.00%2026-03-312026-04-02 LYG LLOYDS BANKING GROUP PLC25.4K shares7.58%2026-03-312026-04-02 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available