Crumly & Associates Inc.
CIK: 1759578SEC EDGAR →
Portfolio Value
$360.8B
Holdings
205
As of
Q3 2026
New Positions
18
Closed Positions
9
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 678,254 | $31.5B | 8.72% |
| 2 | ETF SER SOLUTIONS | 846,765 | $28.6B | 7.94% |
| 3 | ETF SER SOLUTIONS | 427,226 | $27.3B | 7.58% |
| 4 | FIRST TR EXCHANGE TRADED FD | 346,312 | $27.1B | 7.52% |
| 5 | FIRST TR EXCHANGE TRADED FD | 574,336 | $23.3B | 6.46% |
| 6 | J P MORGAN EXCHANGE TRADED F | 236,292 | $22.8B | 6.33% |
| 7 | TIDAL TRUST II | 527,483 | $14.5B | 4.01% |
| 8 | JANUS DETROIT STR TR | 285,220 | $14.4B | 3.99% |
| 9 | PGIM ETF TR | 279,563 | $13.6B | 3.77% |
| 10 | BITWISE BITCOIN ETF TR | 270,391 | $12.3B | 3.40% |
Quarterly Changes
Top Buys
New Positions (23)
$10.8B · 258K shares
$892.7M · 35K shares
$338.3M · 5K shares
$330.7M · 12K shares
$299.6M · 9K shares
$284.4M · 4K shares
FIRST TR EXCHANGE-TRADED FD
$261.2M · 13K shares
$226.5M · 3K shares
$213.4M · 7K shares
$207.6M · 2K shares
$203.3M · 2K shares
PURPLE INNOVATION INC
$34.6M · 16K shares
$4.6M · 20K shares
$1.0M · 6K shares
EXXONMOBIL HOLDINGS CORP
$601K · 4K shares
$392K · 767 shares
$368K · 4K shares
$264K · 345 shares
$262K · 2K shares
$262K · 527 shares
$261K · 705 shares
$261K · 826 shares
$245K · 747 shares
Closed Positions (12)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 101 | $318.3B | 88.2% |
| Technology | 34 | $17.7B | 4.9% |
| Unknown | 14 | $14.8B | 4.1% |
| Energy | 7 | $3.1B | 0.9% |
| Communication Services | 7 | $2.1B | 0.6% |
| Utilities | 5 | $1.8B | 0.5% |
| Basic Materials | 4 | $995.0M | 0.3% |
| Industrials | 8 | $484.8M | 0.1% |
| Consumer Defensive | 5 | $483.6M | 0.1% |
| Healthcare | 10 | $444.4M | 0.1% |
| Consumer Cyclical | 7 | $301.1M | 0.1% |
| Real Estate | 3 | $188.2M | 0.1% |