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CIK: 0001759578
Total reported value
$522.3M
$522.3M
155 檔
16.1%
In Q4 2024, Crumly & Associates Inc.'s U.S. equity holdings reached a combined market value of $522.3M, distributed across 155 disclosed stock positions.
Crumly & Associates Inc. executed strategic sector rebalancing during Q4 2024, establishing 8 new positions while fully exiting 4 holdings and trimming 24 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RDVY | First Trust Rising Dividend | ETF-Other | 5.38% | +0.62% | +6.97% | |
| 2 | DSTL | Distillate US Fundamental St | ETF-Other | 5.03% | -0.07% | +10.82% | |
| 3 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 4.29% | -0.08% | +5.52% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-Other | 4.14% | -0.04% | +2.21% | |
| 5 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 4.12% | +0.05% | +0.66% | |
| 6 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 3.60% | -0.03% | +19.16% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.12% | +0.12% | +73.30% | |
| 8 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 3.08% | +0.18% | +9.70% | |
| 9 | DEUS | Xtrackers Russell US Multi | ETF-Other | 3.01% | -0.05% | +1.17% | |
| 10 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 2.68% | +0.10% | -0.29% | |
| 11 | DSTX | Distillate International Fun | ETF-Other | 2.55% | -0.14% | +1.59% | |
| 12 | SHYL | Xtrackers Shrt Dur High Yiel | ETF-Other | 2.53% | — | +4.83% | |
| 13 | NFTY | First Trust India Nifty 50 E | ETF-Other | 2.34% | -0.03% | +3.20% | |
| 14 | SDVY | First Trust Smid Cap Rising | ETF-Other | 2.28% | +0.28% | +3.38% | |
| 15 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 2.23% | +0.15% | +6.59% | |
| 16 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 2.06% | +0.33% | -1.65% | |
| 17 | FVD | First Trust Value Line Dvd | ETF-Other | 2.03% | -0.12% | -0.13% | |
| 18 | DSMC | Distillate S/m Cash Flow ETF | ETF-Other | 1.73% | -0.01% | -6.44% | |
| 19 | SMIN | Ishares Msci India Small-cap | ETF-Other | 1.59% | +0.22% | +3.90% | |
| 20 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-Tech | 1.48% | +0.06% | -6.03% | |
| 21 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.47% | -0.20% | -4.06% | |
| 22 | HRTS | Tema Heart & Health ETF | ETF-Other | 1.44% | — | -0.51% | |
| 23 | SMCO | Hilton Small-midcap Opp ETF | ETF-Other | 1.42% | +0.17% | +12.88% | |
| 24 | FMHI | First Trust Municipal High I | ETF-Other | 1.35% | -0.50% | -6.22% | |
| 25 | XLE | Ss Energy Select Sector | ETF-Other | 1.34% | -0.57% | -0.23% | |
| 26 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 1.34% | -0.06% | EXIT | |
| 27 | AAPL | Apple Inc | Stock-Tech | 1.32% | +0.23% | -0.87% | |
| 28 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.32% | -0.06% | EXIT | |
| 29 | AIRR | First Trust Rba American Ind | ETF-Other | 1.24% | +0.29% | — | |
| 30 | IQLT | Ishares Msci International Q | ETF-Other | 1.17% | -0.21% | +0.36% | |
| 31 | FRI | First Trust S&p Reit Index F | ETF-Large Cap & Growth | 1.08% | — | -1.09% | |
| 32 | FXN | First Trust Energy Alphadex | ETF-Other | 1.02% | -0.36% | -10.86% | |
| 33 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.88% | +0.02% | -2.82% | |
| 34 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-Other | 0.87% | +0.09% | -1.49% | |
| 35 | EMLP | First Trust North American E | ETF-Other | 0.72% | -0.06% | -0.00% | |
| 36 | FXR | First Trust Indst/producers | ETF-Other | 0.71% | +0.01% | -2.74% | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.70% | +0.07% | -0.24% | |
| 38 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.68% | +0.01% | — | |
| 39 | FCOM | Fidelity Msci Comm Serv Indx | ETF-Other | 0.57% | -0.07% | -11.36% | |
| 40 | XLF | Ss Financial Select Sector | ETF-Other | 0.55% | — | -2.26% | |
| 41 | MSFT | Microsoft CORP | Stock-Tech | 0.53% | -0.04% | +0.32% | |
| 42 | MUB | Ishares National Muni Bond E | ETF-Other | 0.50% | -0.21% | +1.40% | |
| 43 | NFLX | Netflix Inc | Stock-Comm Services | 0.49% | -0.12% | -2.75% | |
| 44 | XLV | Ss Health Care Select Sector | ETF-Other | 0.47% | — | -2.30% | |
| 45 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.46% | +0.36% | +0.52% | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.46% | +0.01% | -1.27% | |
| 47 | RVNU | Xtrackers Municipal Infrastr | ETF-Other | 0.45% | -0.16% | -0.34% | |
| 48 | FXO | First Trust Financial Alphad | ETF-Other | 0.43% | — | -19.53% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.42% | -0.16% | +355.23% | |
| 50 | ONEY | Ss Spdr R1000 Yield Foc ETF | ETF-Other | 0.41% | -0.01% | -1.63% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +1.3% | +73.30% | Add |
| 2 | AIRR | First Trust Rba American Ind | +1.2% | NEW | New buy |
| 3 | JAVA | Jpmorgan Active Value ETF | +0.5% | +19.16% | Add |
| 4 | VONG | Vanguard Russell 1000 Growth | +0.4% | +5.52% | Add |
| 5 | JGRO | Jpmorgan Active Growth ETF | +0.4% | +9.70% | Add |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +355.23% | Add |
| 7 | RDVY | First Trust Rising Dividend | +0.3% | +6.97% | Add |
| 8 | DSTL | Distillate US Fundamental St | +0.3% | +10.82% | Add |
| 9 | BLK | Blackrock Inc | +0.2% | NEW | New buy |
| 10 | GS | Goldman Sachs Group Inc | +0.2% | NEW | New buy |
| 11 | FTSM | First Trust Enh Short Mat Fd | +0.2% | NEW | New buy |
| 12 | SMCO | Hilton Small-midcap Opp ETF | +0.2% | +12.88% | Add |
| 13 | AVGO | Broadcom Inc | +0.2% | -0.24% | Trim |
| 14 | IWY | Ishares Russell Top 200 Grow | +0.1% | -0.29% | Trim |
| 15 | GTLS | Chart Industries Inc | +0.1% | NEW | New buy |
| 16 | NFLX | Netflix Inc | +0.1% | -2.75% | Trim |
| 17 | TSLA | Tesla Inc | +0.1% | -10.98% | Trim |
| 18 | VXUS | Vanguard Total Intl Stock | +0.1% | NEW | New buy |
| 19 | VO | Vanguard Mid-cap ETF | +0.1% | NEW | New buy |
| 20 | FTNT | Fortinet Inc | +0.1% | NEW | New buy |
| 21 | MRVL | Marvell Technology Inc | +0.1% | -7.31% | Trim |
| 22 | TDIV | Ft Nasdaq Tech Dvd Index Fd | +0.1% | +6.59% | Add |
| 23 | AAPL | Apple Inc | +0.1% | -0.87% | Trim |
| 24 | FTEC | Fidelity Msci Info Tech Indx | +0.1% | -1.65% | Trim |
| 25 | SHYL | Xtrackers Shrt Dur High Yiel | 0% | +4.83% | Add |
| 26 | XLV | Ss Health Care Select Sector | -0.1% | -2.30% | Trim |
| 27 | MRK | Merck & Co. Inc. | -0.1% | -16.08% | Trim |
| 28 | FXO | First Trust Financial Alphad | -0.1% | -19.53% | Trim |
| 29 | CMCSA | Comcast Corp-class A | -0.1% | -37.24% | Trim |
| 30 | JAAA | Janus Henderson Aaa Clo ETF | -0.1% | -4.06% | Trim |
| 31 | KHC | Kraft Heinz Co/the | -0.1% | -57.02% | Trim |
| 32 | PLD | Prologis Inc | -0.1% | -19.02% | Trim |
| 33 | MUNI | Pimco Intermediate Municipal | -0.1% | EXIT | Sold out |
| 34 | FVD | First Trust Value Line Dvd | -0.1% | -0.13% | Trim |
| 35 | FRI | First Trust S&p Reit Index F | -0.1% | -1.09% | Trim |
| 36 | FXN | First Trust Energy Alphadex | -0.1% | -10.86% | Trim |
| 37 | QQEW | First Tr Nasdaq-100 Sel Eq | -0.1% | -6.03% | Trim |
| 38 | CLF | Cleveland-cliffs Inc | -0.2% | -33.21% | Trim |
| 39 | IQLT | Ishares Msci International Q | -0.2% | +0.36% | Add |
| 40 | SMIN | Ishares Msci India Small-cap | -0.2% | +3.90% | Add |
| 41 | FMHI | First Trust Municipal High I | -0.2% | -6.22% | Trim |
| 42 | FDL | First Trust Morn Dvd Lead In | -0.2% | -46.41% | Trim |
| 43 | DSMC | Distillate S/m Cash Flow ETF | -0.2% | -6.44% | Trim |
| 44 | BLKCHF | Blackrock Inc | -0.2% | EXIT | Sold out |
| 45 | HRTS | Tema Heart & Health ETF | -0.3% | -0.51% | Trim |
| 46 | DSTX | Distillate International Fun | -0.3% | +1.59% | Add |
| 47 | BA | Boeing Co/the | -0.3% | EXIT | Sold out |
| 48 | NFTY | First Trust India Nifty 50 E | -0.3% | +3.20% | Add |
| 49 | IDU | Ishares US Utilities ETF | -1.1% | EXIT | Sold out |
| 50 | VIOG | Vanguard S&p Sm Cap 600 Grw | -1.2% | -91.63% | Trim |
According to official SEC Form 13F filings, Crumly & Associates Inc. reported a total U.S. public equity portfolio value of $522.3M across 155 disclosed positions in Q4 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, DSTL, VONG) accounted for 16.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
AIRR
市值: $4.5M
Top Position Liquidated / Trimmed
IDU
前期市值: $4.1M
During Q4 2024, Crumly & Associates Inc.'s top holdings by market value included RDVY (5.4%)、DSTL (5.0%)、VONG (4.3%). The largest single position, RDVY, represented 5.4% of total portfolio value.
In Q4 2024, Crumly & Associates Inc. made 50 total portfolio adjustments, initiating 8 new buys, adding to 14 positions, trimming 24 holdings, and fully liquidating 4 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.
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