Crumly & Associates Inc.
CIK: 0001759578SEC EDGAR →
Portfolio Value
$476.7B
Holdings
203
As of
Q4 2025
New Positions
203
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | J P MORGAN EXCHANGE TRADED F | 287,447 | $26.7B | 5.60% |
| 2 | FIRST TR EXCHANGE TRADED FD | 338,770 | $23.5B | 4.94% |
| 3 | ETF SER SOLUTIONS | 366,485 | $21.6B | 4.53% |
| 4 | ISHARES TR | 454,722 | $18.8B | 3.95% |
| 5 | FIRST TR EXCHANGE-TRADED FD | 476,716 | $18.3B | 3.83% |
| 6 | VANGUARD WORLD FD | 100,169 | $14.1B | 2.97% |
| 7 | ETF SER SOLUTIONS | 438,986 | $13.9B | 2.92% |
| 8 | TIDAL TRUST II | 506,124 | $13.6B | 2.85% |
| 9 | FIRST TR EXCHANGE TRADED FD | 139,472 | $13.5B | 2.83% |
| 10 | FIDELITY COVINGTON TRUST | 158,791 | $11.6B | 2.44% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (203)
$26.7B · 287K shares
$23.5B · 339K shares
$21.6B · 366K shares
$18.8B · 455K shares
$18.3B · 477K shares
$14.1B · 100K shares
$13.9B · 439K shares
$13.6B · 506K shares
$13.5B · 139K shares
$11.6B · 159K shares
$11.4B · 41K shares
$11.1B · 190K shares
$10.6B · 108K shares
$9.4B · 180K shares
$9.3B · 195K shares
$8.2B · 118K shares
$7.7B · 34K shares
$7.6B · 12K shares
$7.5B · 49K shares
$7.4B · 106K shares
$7.4B · 161K shares
$7.2B · 38K shares
$6.4B · 231K shares
$6.4B · 52K shares
$6.3B · 138K shares
$5.6B · 96K shares
$5.5B · 121K shares
$5.4B · 108K shares
$5.2B · 115K shares
$5.2B · 19K shares
$4.7B · 7K shares
$4.7B · 33K shares
$4.6B · 91K shares
$4.6B · 90K shares
$3.7B · 78K shares
$3.5B · 70K shares
$3.5B · 10K shares
$3.3B · 50K shares
$3.2B · 193K shares
$2.8B · 6K shares
$2.8B · 73K shares
$2.7B · 34K shares
$2.7B · 37K shares
$2.5B · 5K shares
$2.4B · 48K shares
$2.2B · 10K shares
$2.2B · 20K shares
$2.2B · 12K shares
$2.1B · 39K shares
$2.0B · 4K shares
$1.9B · 6K shares
$1.9B · 6K shares
$1.9B · 5K shares
$1.8B · 3K shares
$1.8B · 19K shares
$1.7B · 6K shares
$1.7B · 17K shares
$1.6B · 27K shares
$1.6B · 64K shares
$1.6B · 14K shares
$1.6B · 14K shares
$1.5B · 41K shares
$1.4B · 14K shares
$1.3B · 9K shares
$1.3B · 3K shares
$1.3B · 4K shares
$1.3B · 3K shares
$1.2B · 9K shares
$1.2B · 1K shares
$1.1B · 911 shares
$1.1B · 22K shares
$1.1B · 2K shares
$1.1B · 11K shares
$1.0B · 32K shares
$948.0M · 9K shares
$940.0M · 18K shares
$881.0M · 824 shares
$835.0M · 777 shares
$816.0M · 2K shares
$812.0M · 1K shares
$812.0M · 7K shares
$807.0M · 19K shares
$790.0M · 18K shares
$761.0M · 4K shares
$745.0M · 8K shares
$743.0M · 10K shares
$732.0M · 11K shares
$731.0M · 7K shares
$730.0M · 8K shares
$725.0M · 3K shares
$697.0M · 3K shares
$684.0M · 3K shares
$628.0M · 1K shares
$614.0M · 8K shares
$608.0M · 40K shares
$598.0M · 2K shares
$588.0M · 1K shares
$584.0M · 1K shares
$580.0M · 9K shares
$576.0M · 16K shares
$575.0M · 7K shares
$558.0M · 9K shares
$550.0M · 4K shares
$540.0M · 11K shares
$521.0M · 21K shares
$516.0M · 13K shares
$516.0M · 5K shares
$515.0M · 2K shares
$511.0M · 3K shares
$510.0M · 6K shares
$505.0M · 9K shares
$499.0M · 1K shares
$494.0M · 12K shares
$493.0M · 8K shares
$491.0M · 20K shares
$490.0M · 2K shares
$475.0M · 9K shares
$471.0M · 1K shares
$462.0M · 4K shares
$461.0M · 2K shares
$458.0M · 3K shares
$457.0M · 6K shares
$454.0M · 6K shares
$453.0M · 887 shares
$450.0M · 7K shares
$445.0M · 1K shares
$438.0M · 4K shares
$436.0M · 2K shares
$430.0M · 4K shares
$429.0M · 2K shares
$427.0M · 2K shares
$419.0M · 3K shares
$408.0M · 7K shares
$403.0M · 535 shares
$396.0M · 2K shares
$389.0M · 2K shares
$375.0M · 1K shares
$364.0M · 5K shares
$363.0M · 4K shares
$360.0M · 5K shares
$352.0M · 6K shares
$350.0M · 4K shares
$347.0M · 1K shares
$344.0M · 4K shares
$335.0M · 2K shares
$324.0M · 2K shares
$313.0M · 2K shares
$312.0M · 1K shares
$300.0M · 6K shares
$292.0M · 2K shares
$292.0M · 15K shares
$292.0M · 2K shares
$291.0M · 7K shares
$290.0M · 1K shares
$287.0M · 3K shares
$286.0M · 418 shares
$281.0M · 3K shares
$279.0M · 17K shares
$266.0M · 3K shares
$260.0M · 776 shares
$259.0M · 780 shares
$258.0M · 3K shares
$256.0M · 578 shares
$256.0M · 818 shares
$254.0M · 9K shares
$252.0M · 2K shares
$250.0M · 6K shares
$250.0M · 970 shares
$250.0M · 1K shares
$249.0M · 5K shares
$247.0M · 4K shares
$246.0M · 5K shares
$243.0M · 3K shares
$242.0M · 5K shares
$240.0M · 3K shares
$240.0M · 17K shares
$236.0M · 19K shares
$233.0M · 7K shares
$233.0M · 2K shares
$230.0M · 7K shares
$228.0M · 2K shares
$227.0M · 3K shares
$226.0M · 4K shares
$224.0M · 1K shares
$216.0M · 878 shares
$216.0M · 9K shares
$214.0M · 1K shares
$213.0M · 1K shares
$211.0M · 5K shares
$210.0M · 1K shares
$209.0M · 988 shares
$208.0M · 9K shares
$207.0M · 15K shares
$205.0M · 9K shares
$205.0M · 3K shares
$204.0M · 419 shares
$201.0M · 2K shares
$201.0M · 19K shares
$197.0M · 11K shares
$190.0M · 276K shares
$189.0M · 12K shares
$155.0M · 14K shares
$125.0M · 24K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 105 | $399.5B | 83.8% |
| Technology | 29 | $36.2B | 7.6% |
| Unknown | 10 | $6.7B | 1.4% |
| Consumer Cyclical | 9 | $6.6B | 1.4% |
| Communication Services | 7 | $6.3B | 1.3% |
| Healthcare | 8 | $4.9B | 1.0% |
| Energy | 10 | $4.3B | 0.9% |
| Utilities | 5 | $3.2B | 0.7% |
| Industrials | 8 | $3.1B | 0.7% |
| Consumer Defensive | 4 | $2.3B | 0.5% |
| Real Estate | 5 | $2.0B | 0.4% |
| Basic Materials | 3 | $1.6B | 0.3% |