13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001759578
Total reported value
$522.3M
$522.3M
137 檔
16.6%
During the Q2 2024 filing period, Crumly & Associates Inc. (CIK: 0001759578) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $522.3M across 137 reported positions.
During Q2 2024, Crumly & Associates Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RDVY | First Trust Rising Dividend | ETF-Other | 5.35% | +0.62% | -0.24% | |
| 2 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 5.34% | +0.05% | -2.15% | |
| 3 | DSTL | Distillate US Fundamental St | ETF-Other | 5.02% | -0.07% | -4.55% | |
| 4 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-Tech | 4.76% | +0.06% | +3.01% | |
| 5 | DGRO | Ishares Core Dividend Growth | ETF-Other | 4.52% | -0.04% | -1.77% | |
| 6 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 3.88% | -0.03% | +1.36% | |
| 7 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 3.53% | +0.33% | -2.08% | |
| 8 | DSMC | Distillate S/m Cash Flow ETF | ETF-Other | 3.40% | -0.01% | -2.40% | |
| 9 | DEUS | Xtrackers Russell US Multi | ETF-Other | 3.19% | -0.05% | -2.76% | |
| 10 | FXN | First Trust Energy Alphadex | ETF-Other | 2.86% | -0.36% | -5.95% | |
| 11 | DSTX | Distillate International Fun | ETF-Other | 2.72% | -0.14% | -0.56% | |
| 12 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 2.65% | +0.10% | -7.59% | |
| 13 | NFTY | First Trust India Nifty 50 E | ETF-Other | 2.42% | -0.03% | -1.83% | |
| 14 | SHYL | Xtrackers Shrt Dur High Yiel | ETF-Other | 2.29% | — | +2.39% | |
| 15 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 2.18% | -0.08% | -0.79% | |
| 16 | FVD | First Trust Value Line Dvd | ETF-Other | 2.01% | -0.12% | -1.95% | |
| 17 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.99% | -0.20% | -13.21% | |
| 18 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.91% | +0.28% | +6.79% | |
| 19 | IQLT | Ishares Msci International Q | ETF-Other | 1.90% | -0.21% | -2.98% | |
| 20 | FCOM | Fidelity Msci Comm Serv Indx | ETF-Other | 1.84% | -0.07% | +2.28% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.77% | +0.12% | -0.11% | |
| 22 | XLE | Ss Energy Select Sector | ETF-Other | 1.61% | -0.57% | -3.04% | |
| 23 | SMIN | Ishares Msci India Small-cap | ETF-Other | 1.49% | +0.22% | -0.92% | |
| 24 | FMHI | First Trust Municipal High I | ETF-Other | 1.38% | -0.50% | -46.23% | |
| 25 | HRTS | Tema Heart & Health ETF | ETF-Other | 1.32% | — | +7.58% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 1.14% | +0.23% | -0.87% | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.93% | +0.02% | -2.36% | |
| 28 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.86% | -0.06% | EXIT | |
| 29 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.85% | — | +5.19% | |
| 30 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 0.83% | -0.06% | EXIT | |
| 31 | FXR | First Trust Indst/producers | ETF-Other | 0.71% | +0.01% | -5.96% | |
| 32 | EMLP | First Trust North American E | ETF-Other | 0.67% | -0.06% | -7.73% | |
| 33 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.66% | +0.01% | +0.24% | |
| 34 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-Other | 0.64% | +0.09% | -33.71% | |
| 35 | XLV | Ss Health Care Select Sector | ETF-Other | 0.57% | — | -31.00% | |
| 36 | IBMR | Ishares Ibonds Dec 2029 M Bd | ETF-Other | 0.57% | — | -67.32% | |
| 37 | IBMQ | Ishares Ibonds Dec 2028 Muni | ETF-Other | 0.57% | — | -67.32% | |
| 38 | IBMP | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.55% | — | -68.10% | |
| 39 | XLF | Ss Financial Select Sector | ETF-Other | 0.54% | — | -6.86% | |
| 40 | MSFT | Microsoft CORP | Stock-Tech | 0.52% | -0.04% | +0.32% | |
| 41 | AVGO | Broadcom Inc | Stock-Tech | 0.51% | +0.07% | -1.44% | |
| 42 | FXO | First Trust Financial Alphad | ETF-Other | 0.51% | — | -13.32% | |
| 43 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.49% | — | -48.38% | |
| 44 | IBMO | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.49% | — | -70.34% | |
| 45 | ONEY | Ss Spdr R1000 Yield Foc ETF | ETF-Other | 0.46% | -0.01% | -22.00% | |
| 46 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.42% | — | +5.71% | |
| 47 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.41% | -0.02% | -6.26% | |
| 48 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.41% | +0.01% | -2.19% | |
| 49 | NFLX | Netflix Inc | Stock-Comm Services | 0.40% | -0.12% | -0.76% | |
| 50 | BA | Boeing Co/the | Stock-Industrials | 0.40% | — | +9.33% |
According to official SEC Form 13F filings, Crumly & Associates Inc. reported a total U.S. public equity portfolio value of $522.3M across 137 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including RDVY, HEFA, DSTL) accounted for 16.6% of total reported equity market value during Q2 2024.
During Q2 2024, Crumly & Associates Inc.'s top holdings by market value included RDVY (5.3%)、HEFA (5.3%)、DSTL (5.0%). The largest single position, RDVY, represented 5.3% of total portfolio value.
In Q2 2024, Crumly & Associates Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.