Crumly & Associates Inc.
CIK: 1759578SEC EDGAR →
Portfolio Value
$337.7B
Holdings
194
As of
Q2 2026
New Positions
14
Closed Positions
23
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 618,984 | $29.0B | 8.60% |
| 2 | FIRST TR EXCHANGE TRADED FD | 322,777 | $26.2B | 7.75% |
| 3 | J P MORGAN EXCHANGE TRADED F | 248,565 | $24.5B | 7.26% |
| 4 | ETF SER SOLUTIONS | 374,640 | $22.4B | 6.64% |
| 5 | ETF SER SOLUTIONS | 641,780 | $21.0B | 6.20% |
| 6 | FIRST TR EXCHANGE TRADED FD | 468,829 | $20.2B | 5.99% |
| 7 | FIRST TR EXCH TRD ALPHDX FD | 293,242 | $15.8B | 4.67% |
| 8 | TIDAL TRUST II | 461,501 | $14.3B | 4.24% |
| 9 | JANUS DETROIT STR TR | 276,101 | $13.9B | 4.13% |
| 10 | PGIM ETF TR | 271,387 | $13.5B | 4.01% |
Quarterly Changes
Top Buys
New Positions (19)
FIDELITY MERRIMACK STR TR
$897.9M · 18K shares
$259.9M · 11K shares
$237.5M · 3K shares
$217.6M · 2K shares
$209.8M · 2K shares
$1.0M · 5K shares
$658K · 6K shares
SPACE EXPLORATION TECHN CORP
$605K · 4K shares
$543K · 2K shares
$497K · 2K shares
$410K · 3K shares
$402K · 4K shares
$304K · 3K shares
HONEYWELL INTL INC
$298K · 1K shares
HONEYWELL AEROSPACE INC
$289K · 1K shares
$272K · 986 shares
$217K · 109 shares
$215K · 587 shares
$212K · 199 shares
Closed Positions (25)
$774.2M · 9K shares
$557.4M · 9K shares
$298.8M · 7K shares
$293.5M · 11K shares
$286.7M · 7K shares
$278.6M · 8K shares
$258.9M · 3K shares
$233.7M · 6K shares
$227.7M · 3K shares
$227.2M · 7K shares
$213.3M · 9K shares
$205.6M · 5K shares
$188.8M · 11K shares
$181.1M · 19K shares
$134.8M · 14K shares
$677K · 5K shares
$604K · 1K shares
$583K · 3K shares
$534K · 4K shares
$438K · 4K shares
$396K · 1K shares
$316K · 1K shares
$286K · 3K shares
$274K · 419 shares
$235K · 1K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 96 | $310.8B | 92.0% |
| Technology | 32 | $14.3B | 4.2% |
| Energy | 8 | $3.2B | 1.0% |
| Communication Services | 8 | $2.6B | 0.8% |
| Unknown | 10 | $1.9B | 0.6% |
| Utilities | 6 | $1.9B | 0.6% |
| Basic Materials | 3 | $1.6B | 0.5% |
| Consumer Cyclical | 8 | $460.7M | 0.1% |
| Real Estate | 3 | $277.8M | 0.1% |
| Consumer Defensive | 4 | $248.1M | 0.1% |
| Healthcare | 8 | $218.2M | 0.1% |
| Industrials | 8 | $207.8M | 0.1% |