The Analysis of Crumly & Associates Inc.'s Holdings
Currently, Crumly & Associates Inc. holds 193 types of securities in its portfolio with a total value $457.3M. In the most recent quarter, they have increased their positions in BITB (+33.7K shares, valued at $2.1M), SGVT (+16.5K shares, valued at $1.7M), SMCO (+58.0K shares, valued at $1.6M); decreased their positions in JPST (-191.1K shares, valued at $9.7M), IWD (-3.0K shares, valued at $615.5K), IWR (-4.4K shares, valued at $425.1K); initiated new positions in SGVT (+16.5K shares, valued at $1.7M), GLD (+4.4K shares, valued at $1.5M), GOVI (+34.9K shares, valued at $969.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
JGRO J P MORGAN EXCHANGE TRADED F339.3K shares0.94%2025-09-302025-11-03
RDVY FIRST TR EXCHANGE TRADED FD365.3K shares4.38%2025-09-302025-11-03 DSTL ETF SER SOLUTIONS379.3K shares5.23%2025-09-302025-11-03 HEFA ISHARES TR438.5K shares2.59%2025-09-302025-11-03 MGV VANGUARD WORLD FD110.8K shares9.87%2025-09-302025-11-03 SDVY FIRST TR EXCHANGE-TRADED FD396.2K shares2.31%2025-09-302025-11-03 SMCO TIDAL TRUST II500.8K shares13.11%2025-09-302025-11-03 DSTX ETF SER SOLUTIONS431.8K shares2.01%2025-09-302025-11-03 TDIV FIRST TR EXCHANGE TRADED FD126.4K shares2.90%2025-09-302025-11-03 IWY ISHARES TR41.2K shares-0.55%2025-09-302025-11-03 JSI JANUS DETROIT STR TR209.1K shares7.07%2025-09-302025-11-03 NFTY FIRST TR EXCH TRD ALPHDX FD184.4K shares5.20%2025-09-302025-11-03 AIRR FIRST TR EXCHANGE TRADED FD102.2K shares2.46%2025-09-302025-11-03 BITB BITWISE BITCOIN ETF TR155.4K shares27.72%2025-09-302025-11-03 FCOM FIDELITY COVINGTON TRUST125.6K shares1.34%2025-09-302025-11-03 JPST J P MORGAN EXCHANGE TRADED F165.1K shares-53.66%2025-09-302025-11-03 DGRO ISHARES TR118.2K shares-4.67%2025-09-302025-11-03 FTEC FIDELITY COVINGTON TRUST33.9K shares1.03%2025-09-302025-11-03 VOO VANGUARD INDEX FDS12.2K shares-1.01%2025-09-302025-11-03 FVD FIRST TR EXCHANGE-TRADED FD160.5K shares-1.83%2025-09-302025-11-03 SMIN ISHARES TR100.9K shares3.52%2025-09-302025-11-03 VONG VANGUARD SCOTTSDALE FDS53.3K shares-2.14%2025-09-302025-11-03 FBND FIDELITY MERRIMACK STR TR131.5K shares3.78%2025-09-302025-11-03 CGMS CAPITAL GRP FIXED INCM ETF T217.3K shares6.70%2025-09-302025-11-03 DEUS DBX ETF TR98.6K shares-4.50%2025-09-302025-11-03 IQLT ISHARES TR120.1K shares-1.22%2025-09-302025-11-03 XLE SELECT SECTOR SPDR TR57.7K shares3.45%2025-09-302025-11-03 JAAA JANUS DETROIT STR TR96.8K shares-0.18%2025-09-302025-11-03 AAPL APPLE INC19.2K shares0.86%2025-09-302025-11-03 QQEW FIRST TR EXCHANGE-TRADED FD34.3K shares-1.49%2025-09-302025-11-03 SPY SPDR S&P 500 ETF TR7.0K shares0.78%2025-09-302025-11-03 SMMU PIMCO ETF TR88.5K shares28.22%2025-09-302025-11-03 FMHI FIRST TR EXCH TRADED FD III79.4K shares31.17%2025-09-302025-11-03 AVGO BROADCOM INC10.0K shares-0.38%2025-09-302025-11-03 IJH ISHARES TR49.8K shares-1.87%2025-09-302025-11-03 FXN FIRST TR EXCHANGE TRADED FD193.2K shares-0.84%2025-09-302025-11-03 EMLP FIRST TR EXCHANGE-TRADED FD72.8K shares-0.08%2025-09-302025-11-03 MSFT MICROSOFT CORP5.2K shares4.59%2025-09-302025-11-03 DIA SPDR DOW JONES INDL AVERAGE5.8K shares0.00%2025-09-302025-11-03 FXR FIRST TR EXCHANGE TRADED FD34.3K shares0.00%2025-09-302025-11-03 JAVA J P MORGAN EXCHANGE TRADED F38.0K shares-6.34%2025-09-302025-11-03 JMUB J P MORGAN EXCHANGE TRADED F45.4K shares43.84%2025-09-302025-11-03 NFLX NETFLIX INC1.9K shares2.64%2025-09-302025-11-03 XLF SELECT SECTOR SPDR TR40.3K shares3.12%2025-09-302025-11-03 MUB ISHARES TR20.4K shares92.84%2025-09-302025-11-03 TSLA TESLA INC4.8K shares7.03%2025-09-302025-11-03 NVDA NVIDIA CORPORATION11.4K shares6.72%2025-09-302025-11-03 AMZN AMAZON COM INC9.0K shares3.61%2025-09-302025-11-03 RVNU DBX ETF TR78.0K shares99.05%2025-09-302025-11-03 JPM JPMORGAN CHASE & CO.6.0K shares-1.16%2025-09-302025-11-03 IWR ISHARES TR17.4K shares-20.16%2025-09-302025-11-03 SGVT SCHWAB STRATEGIC TR16.5K sharesnew addition2025-09-302025-11-03 GOOGL ALPHABET INC6.7K shares19.31%2025-09-302025-11-03 FXO FIRST TR EXCHANGE TRADED FD27.3K shares-3.64%2025-09-302025-11-03 ONEY SPDR SERIES TRUST13.7K shares0.00%2025-09-302025-11-03 GLD SPDR GOLD TR4.4K sharesnew addition2025-09-302025-11-03 WMT WALMART INC14.3K shares4.00%2025-09-302025-11-03 TSM TAIWAN SEMICONDUCTOR MFG LTD5.2K shares-1.12%2025-09-302025-11-03 DEEF DBX ETF TR41.2K shares0.00%2025-09-302025-11-03 QQQ INVESCO QQQ TR2.3K shares67.96%2025-09-302025-11-03 IWF ISHARES TR2.8K shares-7.29%2025-09-302025-11-03 CEG CONSTELLATION ENERGY CORP3.7K shares10.11%2025-09-302025-11-03 GS GOLDMAN SACHS GROUP INC1.5K shares2.23%2025-09-302025-11-03 DSMC ETF SER SOLUTIONS33.5K shares4.40%2025-09-302025-11-03 XLV SELECT SECTOR SPDR TR8.6K shares-6.04%2025-09-302025-11-03 AXP AMERICAN EXPRESS CO3.5K shares75.80%2025-09-302025-11-03 CRWD CROWDSTRIKE HLDGS INC2.3K shares7.52%2025-09-302025-11-03 PLD PROLOGIS INC.9.0K shares16.55%2025-09-302025-11-03 KLAC KLA CORP953 shares1.38%2025-09-302025-11-03 GOVI INVESCO EXCH TRADED FD TR II34.9K sharesnew addition2025-09-302025-11-03 BLK BLACKROCK INC821 shares-0.36%2025-09-302025-11-03 EPD ENTERPRISE PRODS PARTNERS L30.0K shares68.75%2025-09-302025-11-03 FMB FIRST TR EXCH TRADED FD III18.4K shares0.00%2025-09-302025-11-03 SCHW SCHWAB CHARLES CORP9.3K shares3.05%2025-09-302025-11-03 EWBC EAST WEST BANCORP INC8.3K shares-4.09%2025-09-302025-11-03 META META PLATFORMS INC1.2K shares11.06%2025-09-302025-11-03 PLTR PALANTIR TECHNOLOGIES INC4.8K shares21.36%2025-09-302025-11-03 NEM NEWMONT CORP10.1K shares18.10%2025-09-302025-11-03 NI NISOURCE INC19.2K shares5.00%2025-09-302025-11-03 TMUS T-MOBILE US INC3.4K shares2.72%2025-09-302025-11-03 MRK MERCK & CO INC9.4K shares19.19%2025-09-302025-11-03 V VISA INC2.3K shares7.76%2025-09-302025-11-03 FDL FIRST TR EXCHANGE-TRADED FD17.6K shares-12.22%2025-09-302025-11-03 MDT MEDTRONIC PLC7.5K shares6.41%2025-09-302025-11-03 PNC PNC FINL SVCS GROUP INC3.5K shares6.48%2025-09-302025-11-03 TBLL INVESCO EXCH TRADED FD TR II6.7K sharesnew addition2025-09-302025-11-03 FI FISERV INC5.4K shares13.71%2025-09-302025-11-03 FHLC FIDELITY COVINGTON TRUST10.1K shares0.06%2025-09-302025-11-03 CRM SALESFORCE INC2.8K shares29.47%2025-09-302025-11-03 AZN ASTRAZENECA PLC8.5K shares20.57%2025-09-302025-11-03 GPI GROUP 1 AUTOMOTIVE INC1.5K shares-2.56%2025-09-302025-11-03 PAXS PIMCO ACCESS INCOME FUND39.8K shares0.00%2025-09-302025-11-03 CVX CHEVRON CORP NEW4.1K shares18.69%2025-09-302025-11-03 BRK.B BERKSHIRE HATHAWAY INC DEL1.3K sharesnew addition2025-09-302025-11-03 MRVL MARVELL TECHNOLOGY INC7.4K shares4.93%2025-09-302025-11-03 LLY ELI LILLY & CO785 shares31.05%2025-09-302025-11-03 PSTG PURE STORAGE INC7.1K shares68.81%2025-09-302025-11-03 NEE NEXTERA ENERGY INC7.8K shares0.36%2025-09-302025-11-03 EOG EOG RES INC5.0K shares38.75%2025-09-302025-11-03 T AT&T INC19.9K shares-2.47%2025-09-302025-11-03 BSX BOSTON SCIENTIFIC CORP5.7K shares-4.27%2025-09-302025-11-03 CYBR CYBERARK SOFTWARE LTD1.2K shares-5.88%2025-09-302025-11-03 CMCSA COMCAST CORP NEW17.7K shares39.15%2025-09-302025-11-03 ETN EATON CORP PLC1.5K shares12.63%2025-09-302025-11-03 FCX FREEPORT-MCMORAN INC14.1K shares14.38%2025-09-302025-11-03 VZ VERIZON COMMUNICATIONS INC12.4K shares54.35%2025-09-302025-11-03 TTE TOTALENERGIES SE9.0K shares-2.13%2025-09-302025-11-03 MCD MCDONALDS CORP1.8K shares72.68%2025-09-302025-11-03 HSBC HSBC HLDGS PLC7.4K shares-3.81%2025-09-302025-11-03 EBAY EBAY INC.5.6K shares34.91%2025-09-302025-11-03 TDY TELEDYNE TECHNOLOGIES INC862 shares19.89%2025-09-302025-11-03 ADBE ADOBE INC1.4K shares102.55%2025-09-302025-11-03 JEPI J P MORGAN EXCHANGE TRADED F8.8K shares111.63%2025-09-302025-11-03 SPTM SPDR SERIES TRUST6.2K shares-12.23%2025-09-302025-11-03 APLD APPLIED DIGITAL CORP21.7K shares0.00%2025-09-302025-11-03 VGIT VANGUARD SCOTTSDALE FDS8.2K sharesnew addition2025-09-302025-11-03 CMI CUMMINS INC1.2K shares-16.15%2025-09-302025-11-03 HON HONEYWELL INTL INC2.3K shares24.20%2025-09-302025-11-03 QCOM QUALCOMM INC2.8K shares39.21%2025-09-302025-11-03 AN AUTONATION INC2.1K shares25.68%2025-09-302025-11-03 SLB SCHLUMBERGER LTD13.5K shares-5.84%2025-09-302025-11-03 GTLS CHART INDS INC2.3K shares20.28%2025-09-302025-11-03 BAC BANK AMERICA CORP8.7K shares-27.98%2025-09-302025-11-03 FDIS FIDELITY COVINGTON TRUST4.2K shares0.00%2025-09-302025-11-03 ACN ACCENTURE PLC IRELAND1.7K shares136.51%2025-09-302025-11-03 FTC FIRST TR EXCHANGE-TRADED ALP2.6K shares0.00%2025-09-302025-11-03 KHC KRAFT HEINZ CO16.1K shares54.68%2025-09-302025-11-03 FTNT FORTINET INC4.9K shares53.76%2025-09-302025-11-03 IAU ISHARES GOLD TR5.6K shares0.00%2025-09-302025-11-03 PEP PEPSICO INC2.9K shares42.96%2025-09-302025-11-03 NXPI NXP SEMICONDUCTORS N V1.8K shares63.81%2025-09-302025-11-03 EMR EMERSON ELEC CO3.1K shares25.93%2025-09-302025-11-03 VGT VANGUARD WORLD FD535 shares-15.62%2025-09-302025-11-03 AMGN AMGEN INC1.4K shares22.34%2025-09-302025-11-03 MET METLIFE INC4.6K shares-12.49%2025-09-302025-11-03 SLV ISHARES SILVER TR8.6K shares0.00%2025-09-302025-11-03 VXUS VANGUARD STAR FDS4.8K shares0.00%2025-09-302025-11-03 FIDU FIDELITY COVINGTON TRUST4.2K shares0.00%2025-09-302025-11-03 APD AIR PRODS & CHEMS INC1.2K shares54.66%2025-09-302025-11-03 CSCO CISCO SYS INC4.8K shares-9.43%2025-09-302025-11-03 EEM ISHARES TR6.1K sharesnew addition2025-09-302025-11-03 CFG CITIZENS FINL GROUP INC6.0K shares0.17%2025-09-302025-11-03 TJX TJX COS INC NEW2.2K shares-2.67%2025-09-302025-11-03 BALL BALL CORP6.3K shares52.80%2025-09-302025-11-03 AMT AMERICAN TOWER CORP NEW1.6K shares56.40%2025-09-302025-11-03 AEE AMEREN CORP3.0K shares0.27%2025-09-302025-11-03 GNTX GENTEX CORP10.8K sharesnew addition2025-09-302025-11-03 KKR KKR & CO INC2.3K shares52.54%2025-09-302025-11-03 TRV TRAVELERS COMPANIES INC1.1K sharesnew addition2025-09-302025-11-03 VBND ETF SER SOLUTIONS6.6K sharesnew addition2025-09-302025-11-03 ET ENERGY TRANSFER L P16.9K sharesnew addition2025-09-302025-11-03 KMI KINDER MORGAN INC DEL10.3K sharesnew addition2025-09-302025-11-03 ITOT ISHARES TR2.0K shares0.00%2025-09-302025-11-03 XOM EXXON MOBIL CORP2.5K sharesnew addition2025-09-302025-11-03 IWD ISHARES TR1.4K shares-68.56%2025-09-302025-11-03 BXMT BLACKSTONE MTG TR INC15.3K sharesnew addition2025-09-302025-11-03 IVV ISHARES TR417 sharesnew addition2025-09-302025-11-03 EXE EXPAND ENERGY CORPORATION2.6K sharesnew addition2025-09-302025-11-03 ITB ISHARES TR2.5K shares0.00%2025-09-302025-11-03 IEF ISHARES TR2.8K sharesnew addition2025-09-302025-11-03 LAD LITHIA MTRS INC842 sharesnew addition2025-09-302025-11-03 WRB BERKLEY W R CORP3.4K sharesnew addition2025-09-302025-11-03 KO COCA COLA CO3.9K sharesnew addition2025-09-302025-11-03 VTI VANGUARD INDEX FDS773 sharesnew addition2025-09-302025-11-03 VOOG VANGUARD ADMIRAL FDS INC578 shares0.00%2025-09-302025-11-03 IGIB ISHARES TR4.6K sharesnew addition2025-09-302025-11-03 VB VANGUARD INDEX FDS970 shares-0.21%2025-09-302025-11-03 EWG ISHARES INC5.9K sharesnew addition2025-09-302025-11-03 PSK SPDR SERIES TRUST7.4K sharesnew addition2025-09-302025-11-03 IWL ISHARES TR1.5K shares-57.22%2025-09-302025-11-03 PBI PITNEY BOWES INC21.1K shares-16.44%2025-09-302025-11-03 ABBV ABBVIE INC1.0K sharesnew addition2025-09-302025-11-03 PRPL PURPLE INNOVATION INC254.6K shares0.00%2025-09-302025-11-03 SUN SUNOCO LP/SUNOCO FIN CORP4.7K shares0.00%2025-09-302025-11-03 DVY ISHARES TR1.6K sharesnew addition2025-09-302025-11-03 HSY HERSHEY CO1.2K sharesnew addition2025-09-302025-11-03 SJNK SPDR SERIES TRUST8.5K sharesnew addition2025-09-302025-11-03 LNT ALLIANT ENERGY CORP3.2K sharesnew addition2025-09-302025-11-03 STWD STARWOOD PPTY TR INC11.0K sharesnew addition2025-09-302025-11-03 VRP INVESCO EXCH TRADED FD TR II8.6K sharesnew addition2025-09-302025-11-03 IWM ISHARES TR875 sharesnew addition2025-09-302025-11-03 AB ALLIANCEBERNSTEIN HLDG L P5.5K sharesnew addition2025-09-302025-11-03 GBTC GRAYSCALE BITCOIN TRUST ETF2.3K sharesnew addition2025-09-302025-11-03 IVE ISHARES TR1.0K sharesnew addition2025-09-302025-11-03 VBR VANGUARD INDEX FDS988 sharesnew addition2025-09-302025-11-03 RTX RTX CORPORATION1.2K sharesnew addition2025-09-302025-11-03 MO ALTRIA GROUP INC3.0K shares-27.64%2025-09-302025-11-03 VUG VANGUARD INDEX FDS419 sharesnew addition2025-09-302025-11-03 TSCO TRACTOR SUPPLY CO3.5K sharesnew addition2025-09-302025-11-03 FTRI FIRST TR EXCHANGE TRADED FD12.4K shares-29.26%2025-09-302025-11-03 PDO PIMCO DYNAMIC INCOME OPRNTS12.5K shares0.00%2025-09-302025-11-03 RITM RITHM CAPITAL CORP14.2K sharesnew addition2025-09-302025-11-03 LYG LLOYDS BANKING GROUP PLC27.2K shares-10.33%2025-09-302025-11-03 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available