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CIK: 0001759578
Total reported value
$522.3M
$522.3M
167 檔
16.6%
The Q1 2025 SEC filing reveals that Crumly & Associates Inc. held a total portfolio value of $522.3M, covering 167 public equity positions.
In Q1 2025, Crumly & Associates Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 5.77% | +0.18% | +102.70% | |
| 2 | RDVY | First Trust Rising Dividend | ETF-Other | 5.52% | +0.62% | +2.34% | |
| 3 | DSTL | Distillate US Fundamental St | ETF-Other | 5.19% | -0.07% | +3.09% | |
| 4 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 4.38% | +0.05% | +0.42% | |
| 5 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 3.06% | +0.23% | — | |
| 6 | DSTX | Distillate International Fun | ETF-Other | 2.86% | -0.14% | +1.58% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.72% | +0.12% | -10.00% | |
| 8 | SMCO | Hilton Small-midcap Opp ETF | ETF-Other | 2.66% | +0.17% | +99.96% | |
| 9 | NFTY | First Trust India Nifty 50 E | ETF-Other | 2.60% | -0.03% | +9.91% | |
| 10 | JSI | Jh Securitized Income ETF | ETF-Other | 2.56% | — | — | |
| 11 | SDVY | First Trust Smid Cap Rising | ETF-Other | 2.56% | +0.28% | +18.21% | |
| 12 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 2.42% | +0.10% | -0.41% | |
| 13 | DGRO | Ishares Core Dividend Growth | ETF-Other | 2.26% | -0.04% | -46.42% | |
| 14 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 2.26% | +0.15% | +6.42% | |
| 15 | FVD | First Trust Value Line Dvd | ETF-Other | 2.09% | -0.12% | -0.23% | |
| 16 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 1.79% | +0.33% | -1.72% | |
| 17 | SMIN | Ishares Msci India Small-cap | ETF-Other | 1.75% | +0.22% | +22.48% | |
| 18 | FCOM | Fidelity Msci Comm Serv Indx | ETF-Other | 1.73% | -0.07% | +212.61% | |
| 19 | DSMC | Distillate S/m Cash Flow ETF | ETF-Other | 1.63% | -0.01% | +3.23% | |
| 20 | DEUS | Xtrackers Russell US Multi | ETF-Other | 1.57% | -0.05% | -48.48% | |
| 21 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 1.57% | -0.08% | -59.92% | |
| 22 | AIRR | First Trust Rba American Ind | ETF-Other | 1.55% | +0.29% | +39.58% | |
| 23 | XLE | Ss Energy Select Sector | ETF-Other | 1.47% | -0.57% | -0.84% | |
| 24 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.41% | -0.20% | -5.34% | |
| 25 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 1.40% | -0.06% | EXIT | |
| 26 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.40% | -0.06% | EXIT | |
| 27 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-Tech | 1.30% | +0.06% | -10.90% | |
| 28 | FMHI | First Trust Municipal High I | ETF-Other | 1.28% | -0.50% | -5.53% | |
| 29 | BITB | Bitwise Bitcoin ETF | ETF-Crypto | 1.27% | -0.46% | — | |
| 30 | IQLT | Ishares Msci International Q | ETF-Other | 1.25% | -0.21% | -1.15% | |
| 31 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 1.23% | -0.03% | -66.56% | |
| 32 | AAPL | Apple Inc | Stock-Tech | 1.20% | +0.23% | +0.96% | |
| 33 | FXN | First Trust Energy Alphadex | ETF-Other | 1.04% | -0.36% | -0.95% | |
| 34 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-Other | 1.04% | +0.09% | +16.46% | |
| 35 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.82% | +0.02% | -1.90% | |
| 36 | EMLP | First Trust North American E | ETF-Other | 0.77% | -0.06% | -0.16% | |
| 37 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.68% | +0.01% | — | |
| 38 | FXR | First Trust Indst/producers | ETF-Other | 0.66% | +0.01% | -0.88% | |
| 39 | XLF | Ss Financial Select Sector | ETF-Other | 0.57% | — | -0.82% | |
| 40 | MSFT | Microsoft CORP | Stock-Tech | 0.54% | -0.04% | +12.61% | |
| 41 | MUB | Ishares National Muni Bond E | ETF-Other | 0.51% | -0.21% | +2.75% | |
| 42 | AVGO | Broadcom Inc | Stock-Tech | 0.51% | +0.07% | -0.41% | |
| 43 | NFLX | Netflix Inc | Stock-Comm Services | 0.50% | -0.12% | -2.98% | |
| 44 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.50% | +0.36% | +7.71% | |
| 45 | RVNU | Xtrackers Municipal Infrastr | ETF-Other | 0.47% | -0.16% | +6.38% | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.42% | +0.01% | +2.36% | |
| 47 | FXO | First Trust Financial Alphad | ETF-Other | 0.42% | — | -2.38% | |
| 48 | ONEY | Ss Spdr R1000 Yield Foc ETF | ETF-Other | 0.41% | -0.01% | -1.44% | |
| 49 | XLV | Ss Health Care Select Sector | ETF-Other | 0.41% | — | -17.67% | |
| 50 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.41% | +0.01% | +2.02% |
According to official SEC Form 13F filings, Crumly & Associates Inc. reported a total U.S. public equity portfolio value of $522.3M across 167 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including JGRO, RDVY, DSTL) accounted for 16.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
JGRO
市值: $20.9M
During Q1 2025, Crumly & Associates Inc.'s top holdings by market value included JGRO (5.8%)、RDVY (5.5%)、DSTL (5.2%). The largest single position, JGRO, represented 5.8% of total portfolio value.
In Q1 2025, Crumly & Associates Inc. made 50 total portfolio adjustments, initiating 50 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.
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