Crumly & Associates Inc.
CIK: 0001759578SEC EDGAR →
Portfolio Value
$476.7M
Holdings
203
As of
Q4 2025
New Positions
203
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | J P MORGAN EXCHANGE TRADED F | 287,447 | $26.7M | 5.60% |
| 2 | FIRST TR EXCHANGE TRADED FD | 338,770 | $23.5M | 4.94% |
| 3 | ETF SER SOLUTIONS | 366,485 | $21.6M | 4.53% |
| 4 | ISHARES TR | 454,722 | $18.8M | 3.95% |
| 5 | FIRST TR EXCHANGE-TRADED FD | 476,716 | $18.3M | 3.83% |
| 6 | VANGUARD WORLD FD | 100,169 | $14.1M | 2.97% |
| 7 | ETF SER SOLUTIONS | 438,986 | $13.9M | 2.92% |
| 8 | TIDAL TRUST II | 506,124 | $13.6M | 2.85% |
| 9 | FIRST TR EXCHANGE TRADED FD | 139,472 | $13.5M | 2.83% |
| 10 | FIDELITY COVINGTON TRUST | 158,791 | $11.6M | 2.44% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (203)
$26.7M · 287K shares
$23.5M · 339K shares
$21.6M · 366K shares
$18.8M · 455K shares
$18.3M · 477K shares
$14.1M · 100K shares
$13.9M · 439K shares
$13.6M · 506K shares
$13.5M · 139K shares
$11.6M · 159K shares
$11.4M · 41K shares
$11.1M · 190K shares
$10.6M · 108K shares
$9.4M · 180K shares
$9.3M · 195K shares
$8.2M · 118K shares
$7.7M · 34K shares
$7.6M · 12K shares
$7.5M · 49K shares
$7.4M · 106K shares
$7.4M · 161K shares
$7.2M · 38K shares
$6.4M · 231K shares
$6.4M · 52K shares
$6.3M · 138K shares
$5.6M · 96K shares
$5.5M · 121K shares
$5.4M · 108K shares
$5.2M · 115K shares
$5.2M · 19K shares
$4.7M · 7K shares
$4.7M · 33K shares
$4.6M · 91K shares
$4.6M · 90K shares
$3.7M · 78K shares
$3.5M · 70K shares
$3.5M · 10K shares
$3.3M · 50K shares
$3.2M · 193K shares
$2.8M · 6K shares
$2.8M · 73K shares
$2.7M · 34K shares
$2.7M · 37K shares
$2.5M · 5K shares
$2.4M · 48K shares
$2.2M · 10K shares
$2.2M · 20K shares
$2.2M · 12K shares
$2.1M · 39K shares
$2.0M · 4K shares
$1.9M · 6K shares
$1.9M · 6K shares
$1.9M · 5K shares
$1.8M · 3K shares
$1.8M · 19K shares
$1.7M · 6K shares
$1.7M · 17K shares
$1.6M · 27K shares
$1.6M · 64K shares
$1.6M · 14K shares
$1.6M · 14K shares
$1.5M · 41K shares
$1.4M · 14K shares
$1.3M · 9K shares
$1.3M · 3K shares
$1.3M · 4K shares
$1.3M · 3K shares
$1.2M · 9K shares
$1.2M · 1K shares
$1.1M · 911 shares
$1.1M · 22K shares
$1.1M · 2K shares
$1.1M · 11K shares
$1.0M · 32K shares
$948K · 9K shares
$940K · 18K shares
$881K · 824 shares
$835K · 777 shares
$816K · 2K shares
$812K · 1K shares
$812K · 7K shares
$807K · 19K shares
$790K · 18K shares
$761K · 4K shares
$745K · 8K shares
$743K · 10K shares
$732K · 11K shares
$731K · 7K shares
$730K · 8K shares
$725K · 3K shares
$697K · 3K shares
$684K · 3K shares
$628K · 1K shares
$614K · 8K shares
$608K · 40K shares
$598K · 2K shares
$588K · 1K shares
$584K · 1K shares
$580K · 9K shares
$576K · 16K shares
$575K · 7K shares
$558K · 9K shares
$550K · 4K shares
$540K · 11K shares
$521K · 21K shares
$516K · 13K shares
$516K · 5K shares
$515K · 2K shares
$511K · 3K shares
$510K · 6K shares
$505K · 9K shares
$499K · 1K shares
$494K · 12K shares
$493K · 8K shares
$491K · 20K shares
$490K · 2K shares
$475K · 9K shares
$471K · 1K shares
$462K · 4K shares
$461K · 2K shares
$458K · 3K shares
$457K · 6K shares
$454K · 6K shares
$453K · 887 shares
$450K · 7K shares
$445K · 1K shares
$438K · 4K shares
$436K · 2K shares
$430K · 4K shares
$429K · 2K shares
$427K · 2K shares
$419K · 3K shares
$408K · 7K shares
$403K · 535 shares
$396K · 2K shares
$389K · 2K shares
$375K · 1K shares
$364K · 5K shares
$363K · 4K shares
$360K · 5K shares
$352K · 6K shares
$350K · 4K shares
$347K · 1K shares
$344K · 4K shares
$335K · 2K shares
$324K · 2K shares
$313K · 2K shares
$312K · 1K shares
$300K · 6K shares
$292K · 2K shares
$292K · 15K shares
$292K · 2K shares
$291K · 7K shares
$290K · 1K shares
$287K · 3K shares
$286K · 418 shares
$281K · 3K shares
$279K · 17K shares
$266K · 3K shares
$260K · 776 shares
$259K · 780 shares
$258K · 3K shares
$256K · 578 shares
$256K · 818 shares
$254K · 9K shares
$252K · 2K shares
$250K · 6K shares
$250K · 970 shares
$250K · 1K shares
$249K · 5K shares
$247K · 4K shares
$246K · 5K shares
$243K · 3K shares
$242K · 5K shares
$240K · 3K shares
$240K · 17K shares
$236K · 19K shares
$233K · 7K shares
$233K · 2K shares
$230K · 7K shares
$228K · 2K shares
$227K · 3K shares
$226K · 4K shares
$224K · 1K shares
$216K · 878 shares
$216K · 9K shares
$214K · 1K shares
$213K · 1K shares
$211K · 5K shares
$210K · 1K shares
$209K · 988 shares
$208K · 9K shares
$207K · 15K shares
$205K · 9K shares
$205K · 3K shares
$204K · 419 shares
$201K · 2K shares
$201K · 19K shares
$197K · 11K shares
$190K · 276K shares
$189K · 12K shares
$155K · 14K shares
$125K · 24K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 105 | $399.5M | 83.8% |
| Technology | 29 | $36.2M | 7.6% |
| Unknown | 10 | $6.7M | 1.4% |
| Consumer Cyclical | 9 | $6.6M | 1.4% |
| Communication Services | 7 | $6.3M | 1.3% |
| Healthcare | 8 | $4.9M | 1.0% |
| Energy | 10 | $4.3M | 0.9% |
| Utilities | 5 | $3.2M | 0.7% |
| Industrials | 8 | $3.1M | 0.7% |
| Consumer Defensive | 4 | $2.3M | 0.5% |
| Real Estate | 5 | $2.0M | 0.4% |
| Basic Materials | 3 | $1.6M | 0.3% |