Crumly & Associates Inc. — Q4 2024 13F Holdings

Holdings as of December 31, 2024

Portfolio value

$367.19B

Holdings count

155

155 positions reported

Accession #

0001759578-25-000001

Form 13F-HR

Loading quarter-over-quarter changes...

All Reported Positions

155 positions sorted by value

155 positions

Issuer	CUSIP	Valuev	Weight	Shares/Prin.	Discretion	Voting (Sole/Shared/None)
FIRST TR EXCHANGE-TRADED FDRISNG DIVD ACHIV	33738R506	$19.75B	5.38%	333,940shares	SOLE	0 / 0 / 333,940
ETF SER SOLUTIONSDISTILLATE US	26922A321	$18.46B	5.03%	336,115shares	SOLE	0 / 0 / 336,115
VANGUARD SCOTTSDALE FDSVNG RUS1000GRW	92206C680	$15.77B	4.29%	152,618shares	SOLE	0 / 0 / 152,618
ISHARES TRCORE DIV GRWTH	46434V621	$15.20B	4.14%	247,746shares	SOLE	0 / 0 / 247,746
ISHARES TRHDG MSCI EAFE	46434V803	$15.14B	4.12%	435,761shares	SOLE	0 / 0 / 435,761
J P MORGAN EXCHANGE TRADED FACTIVE VALUE ETF	46641Q167	$13.22B	3.60%	208,829shares	SOLE	0 / 0 / 208,829
VANGUARD INDEX FDSS&P 500 ETF SHS	922908363	$11.46B	3.12%	21,266shares	SOLE	0 / 0 / 21,266
J P MORGAN EXCHANGE TRADED FACTIVE GROWTH	46654Q609	$11.32B	3.08%	139,640shares	SOLE	0 / 0 / 139,640
DBX ETF TRXTRACKERS RUSSEL	233051481	$11.07B	3.01%	206,136shares	SOLE	0 / 0 / 206,136
ISHARES TRRUS TP200 GR ETF	464289438	$9.82B	2.68%	41,753shares	SOLE	0 / 0 / 41,753
ETF SER SOLUTIONSDISTILLATE INTNL	26922B501	$9.36B	2.55%	405,622shares	SOLE	0 / 0 / 405,622
DBX ETF TRXTRACKERS SHRT	233051283	$9.29B	2.53%	207,519shares	SOLE	0 / 0 / 207,519
FIRST TR EXCH TRD ALPHDX FDINDIA NFTY50 EQW	33737J802	$8.60B	2.34%	153,556shares	SOLE	0 / 0 / 153,556
FIRST TR EXCHANGE-TRADED FDSMID RISNG ETF	33741X102	$8.39B	2.28%	233,980shares	SOLE	0 / 0 / 233,980
FIRST TR EXCHANGE-TRADED FDNASD TECH DIV	33738R118	$8.19B	2.23%	104,440shares	SOLE	0 / 0 / 104,440
FIDELITY COVINGTON TRUSTMSCI INFO TECH I	316092808	$7.58B	2.06%	40,977shares	SOLE	0 / 0 / 40,977
FIRST TR VALUE LINE DIVID INSHS	33734H106	$7.44B	2.03%	170,405shares	SOLE	0 / 0 / 170,405
ETF SER SOLUTIONSDISTILLATE SMLMD	26922B667	$6.35B	1.73%	181,680shares	SOLE	0 / 0 / 181,680
ISHARES TRMSCI INDIA SM CP	46429B614	$5.82B	1.59%	76,190shares	SOLE	0 / 0 / 76,190
FIRST TR NAS100 EQ WEIGHTEDSHS	337344105	$5.44B	1.48%	43,537shares	SOLE	0 / 0 / 43,537
JANUS DETROIT STR TRHENDRSON AAA CL	47103U845	$5.41B	1.47%	106,646shares	SOLE	0 / 0 / 106,646
TEMA ETF TRUSTGLP-1 OBESITY	87975E883	$5.29B	1.44%	183,267shares	SOLE	0 / 0 / 183,267
TIDAL TR IIHILTON SMALL-MID	88636J675	$5.20B	1.42%	204,569shares	SOLE	0 / 0 / 204,569
FIRST TR EXCH TRADED FD IIIMUNI HI INCM ETF	33739P301	$4.96B	1.35%	102,791shares	SOLE	0 / 0 / 102,791
SELECT SECTOR SPDR TRENERGY	81369Y506	$4.92B	1.34%	57,464shares	SOLE	0 / 0 / 57,464
CAPITAL GRP FIXED INCM ETF TUS MULTI-SECTOR	14020Y300	$4.91B	1.34%	180,105shares	SOLE	0 / 0 / 180,105
APPLE INCCOM	037833100	$4.86B	1.32%	19,423shares	SOLE	0 / 0 / 19,423
FIDELITY MERRIMACK STR TRTOTAL BD ETF	316188309	$4.84B	1.32%	107,889shares	SOLE	0 / 0 / 107,889
FIRST TR EXCHANGE-TRADED FDRBA INDL ETF	33738R704	$4.55B	1.24%	59,033shares	SOLE	0 / 0 / 59,033
ISHARES TRMSCI INTL QUALTY	46434V456	$4.30B	1.17%	115,800shares	SOLE	0 / 0 / 115,800
FIRST TR S&P REIT INDEX FDCOM	33734G108	$3.98B	1.08%	145,311shares	SOLE	0 / 0 / 145,311
FIRST TR EXCHANGE TRADED FDENERGY ALPHADX	33734X127	$3.75B	1.02%	229,609shares	SOLE	0 / 0 / 229,609
ISHARES TRCORE S&P MCP ETF	464287507	$3.22B	0.88%	51,744shares	SOLE	0 / 0 / 51,744
PIMCO ETF TRSHTRM MUN BD ACT	72201R874	$3.21B	0.87%	64,378shares	SOLE	0 / 0 / 64,378
FIRST TR EXCHANGE-TRADED FDNO AMER ENERGY	33738D101	$2.64B	0.72%	74,108shares	SOLE	0 / 0 / 74,108
FIRST TR EXCHANGE TRADED FDINDLS PROD DUR	33734X150	$2.61B	0.71%	34,840shares	SOLE	0 / 0 / 34,840
BROADCOM INCCOM	11135F101	$2.55B	0.70%	11,011shares	SOLE	0 / 0 / 11,011
SPDR DOW JONES INDL AVERAGEUT SER 1	78467X109	$2.49B	0.68%	5,844shares	SOLE	0 / 0 / 5,844
FIDELITY COVINGTON TRUSTMSCI COMMNTN SVC	316092873	$2.09B	0.57%	35,660shares	SOLE	0 / 0 / 35,660
SELECT SECTOR SPDR TRFINANCIAL	81369Y605	$2.01B	0.55%	41,486shares	SOLE	0 / 0 / 41,486
MICROSOFT CORPCOM	594918104	$1.96B	0.53%	4,639shares	SOLE	0 / 0 / 4,639
ISHARES TRNATIONAL MUN ETF	464288414	$1.83B	0.50%	17,210shares	SOLE	0 / 0 / 17,210
NETFLIX INCCOM	64110L106	$1.80B	0.49%	2,015shares	SOLE	0 / 0 / 2,015
SELECT SECTOR SPDR TRSBI HEALTHCARE	81369Y209	$1.71B	0.47%	12,463shares	SOLE	0 / 0 / 12,463
J P MORGAN EXCHANGE TRADED FMUNICIPAL ETF	46641Q647	$1.69B	0.46%	33,638shares	SOLE	0 / 0 / 33,638
AMAZON COM INCCOM	023135106	$1.68B	0.46%	7,635shares	SOLE	0 / 0 / 7,635
DBX ETF TRXTRACK MUN INFRA	233051705	$1.65B	0.45%	65,132shares	SOLE	0 / 0 / 65,132
FIRST TR EXCHANGE TRADED FDFINLS ALPHADEX	33734X135	$1.58B	0.43%	29,101shares	SOLE	0 / 0 / 29,101
SPDR S&P 500 ETF TRTR UNIT	78462F103	$1.53B	0.42%	2,613shares	SOLE	0 / 0 / 2,613
SPDR SER TRRUSSELL YIELD	78468R770	$1.52B	0.41%	13,924shares	SOLE	0 / 0 / 13,924
JPMORGAN CHASE & CO.COM	46625H100	$1.44B	0.39%	6,022shares	SOLE	0 / 0 / 6,022
NVIDIA CORPORATIONCOM	67066G104	$1.43B	0.39%	10,654shares	SOLE	0 / 0 / 10,654
ISHARES TRIBONDS DEC 28	46435U325	$1.38B	0.37%	54,661shares	SOLE	0 / 0 / 54,661
ISHARES TRIBONDS DEC 2029	46436E163	$1.34B	0.37%	53,742shares	SOLE	0 / 0 / 53,742
ISHARES TRIBONDS DEC 27	46435U283	$1.34B	0.36%	53,286shares	SOLE	0 / 0 / 53,286
WALMART INCCOM	931142103	$1.28B	0.35%	14,114shares	SOLE	0 / 0 / 14,114
DBX ETF TRXTRACKERS FTSE	233051515	$1.18B	0.32%	41,648shares	SOLE	0 / 0 / 41,648
TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADS	874039100	$1.14B	0.31%	5,758shares	SOLE	0 / 0 / 5,758
ISHARES TRIBONDS DEC 26	46435U259	$1.12B	0.31%	44,135shares	SOLE	0 / 0 / 44,135
ALPHABET INCCAP STK CL A	02079K305	$1.10B	0.30%	5,820shares	SOLE	0 / 0 / 5,820
FIRST TR EXCH TRADED FD IIIMANAGD MUN ETF	33739N108	$1.05B	0.29%	20,656shares	SOLE	0 / 0 / 20,656
TESLA INCCOM	88160R101	$1.05B	0.29%	2,602shares	SOLE	0 / 0 / 2,602
FISERV INCCOM	337738108	$935.28M	0.25%	4,553shares	SOLE	0 / 0 / 4,553
BLACKROCK INCCOM	09290D101	$872.18M	0.24%	851shares	SOLE	0 / 0 / 851
EAST WEST BANCORP INCCOM	27579R104	$867.11M	0.24%	9,055shares	SOLE	0 / 0 / 9,055
GOLDMAN SACHS GROUP INCCOM	38141G104	$850.91M	0.23%	1,486shares	SOLE	0 / 0 / 1,486
MARVELL TECHNOLOGY INCCOM	573874104	$841.87M	0.23%	7,622shares	SOLE	0 / 0 / 7,622
BOSTON SCIENTIFIC CORPCOM	101137107	$803.08M	0.22%	8,991shares	SOLE	0 / 0 / 8,991
PROLOGIS INC.COM	74340W103	$772.30M	0.21%	7,307shares	SOLE	0 / 0 / 7,307
CROWDSTRIKE HLDGS INCCL A	22788C105	$769.52M	0.21%	2,249shares	SOLE	0 / 0 / 2,249
FIRST TR MORNINGSTAR DIVID LSHS	336917109	$748.59M	0.20%	18,594shares	SOLE	0 / 0 / 18,594
FIRST TR EXCHANGE-TRADED FDFIRST TR ENH NEW	33739Q408	$743.90M	0.20%	12,446shares	SOLE	0 / 0 / 12,446
T-MOBILE US INCCOM	872590104	$738.56M	0.20%	3,346shares	SOLE	0 / 0 / 3,346
INVESCO QQQ TRUNIT SER 1	46090E103	$732.79M	0.20%	1,433shares	SOLE	0 / 0 / 1,433
SALESFORCE INCCOM	79466L302	$727.84M	0.20%	2,177shares	SOLE	0 / 0 / 2,177
MERCK & CO INCCOM	58933Y105	$692.07M	0.19%	6,957shares	SOLE	0 / 0 / 6,957
SCHWAB CHARLES CORPCOM	808513105	$690.65M	0.19%	9,332shares	SOLE	0 / 0 / 9,332
NISOURCE INCCOM	65473P105	$684.91M	0.19%	18,632shares	SOLE	0 / 0 / 18,632
VISA INCCOM CL A	92826C839	$675.18M	0.18%	2,136shares	SOLE	0 / 0 / 2,136
GROUP 1 AUTOMOTIVE INCCOM	398905109	$656.38M	0.18%	1,557shares	SOLE	0 / 0 / 1,557
AMERICAN EXPRESS COCOM	025816109	$655.91M	0.18%	2,210shares	SOLE	0 / 0 / 2,210
PNC FINL SVCS GROUP INCCOM	693475105	$607.28M	0.17%	3,149shares	SOLE	0 / 0 / 3,149
PIMCO ACCESS INCOME FUNDSHS BENFIN INT	72203T100	$606.19M	0.17%	39,750shares	SOLE	0 / 0 / 39,750
BANK AMERICA CORPCOM	060505104	$604.53M	0.16%	13,755shares	SOLE	0 / 0 / 13,755
KLA CORPCOM NEW	482480100	$601.13M	0.16%	954shares	SOLE	0 / 0 / 954
CYBERARK SOFTWARE LTDSHS	M2682V108	$600.34M	0.16%	1,802shares	SOLE	0 / 0 / 1,802
SCHLUMBERGER LTDCOM STK	806857108	$580.77M	0.16%	15,148shares	SOLE	0 / 0 / 15,148
QUALCOMM INCCOM	747525103	$549.35M	0.15%	3,576shares	SOLE	0 / 0 / 3,576
FIDELITY COVINGTON TRUSTMSCI HLTH CARE I	316092600	$531.14M	0.14%	8,128shares	SOLE	0 / 0 / 8,128
MEDTRONIC PLCSHS	G5960L103	$521.86M	0.14%	6,533shares	SOLE	0 / 0 / 6,533
METLIFE INCCOM	59156R108	$518.00M	0.14%	6,326shares	SOLE	0 / 0 / 6,326
ENTERPRISE PRODS PARTNERS LCOM	293792107	$517.13M	0.14%	16,490shares	SOLE	0 / 0 / 16,490
CUMMINS INCCOM	231021106	$513.74M	0.14%	1,474shares	SOLE	0 / 0 / 1,474
TOTALENERGIES SESPONSORED ADS	89151E109	$508.40M	0.14%	9,329shares	SOLE	0 / 0 / 9,329
SPDR SER TRPORTFOLI S&P1500	78464A805	$503.47M	0.14%	7,048shares	SOLE	0 / 0 / 7,048
NXP SEMICONDUCTORS N VCOM	N6596X109	$501.96M	0.14%	2,415shares	SOLE	0 / 0 / 2,415
BALL CORPCOM	058498106	$498.92M	0.14%	9,050shares	SOLE	0 / 0 / 9,050
FREEPORT-MCMORAN INCCL B	35671D857	$497.44M	0.14%	13,063shares	SOLE	0 / 0 / 13,063
CLEVELAND-CLIFFS INC NEWCOM	185899101	$492.90M	0.13%	52,436shares	SOLE	0 / 0 / 52,436
CHEVRON CORP NEWCOM	166764100	$477.25M	0.13%	3,295shares	SOLE	0 / 0 / 3,295
ASTRAZENECA PLCSPONSORED ADR	046353108	$464.08M	0.13%	7,083shares	SOLE	0 / 0 / 7,083
AIRBNB INCCOM CL A	009066101	$462.83M	0.13%	3,522shares	SOLE	0 / 0 / 3,522
EOG RES INCCOM	26875P101	$416.53M	0.11%	3,398shares	SOLE	0 / 0 / 3,398
FIDELITY COVINGTON TRUSTMSCI CONSM DIS	316092204	$410.89M	0.11%	4,216shares	SOLE	0 / 0 / 4,216
EATON CORP PLCSHS	G29183103	$406.21M	0.11%	1,224shares	SOLE	0 / 0 / 1,224
HSBC HLDGS PLCSPON ADR NEW	404280406	$397.06M	0.11%	8,028shares	SOLE	0 / 0 / 8,028
INTERNATIONAL FLAVORS&FRAGRACOM	459506101	$388.08M	0.11%	4,590shares	SOLE	0 / 0 / 4,590
VANGUARD ADMIRAL FDS INCSMLCP 600 GRTH	921932794	$380.68M	0.10%	3,273shares	SOLE	0 / 0 / 3,273
ISHARES TR3 7 YR TREAS BD	464288661	$377.27M	0.10%	3,265shares	SOLE	0 / 0 / 3,265
FIRST TRUST LRGCP GWT ALPHADCOM SHS	33735K108	$369.96M	0.10%	2,676shares	SOLE	0 / 0 / 2,676
ELI LILLY & COCOM	532457108	$352.03M	0.10%	456shares	SOLE	0 / 0 / 456
COCA COLA COCOM	191216100	$345.85M	0.09%	5,555shares	SOLE	0 / 0 / 5,555
ISHARES TR7-10 YR TRSY BD	464287440	$345.12M	0.09%	3,733shares	SOLE	0 / 0 / 3,733
HONEYWELL INTL INCCOM	438516106	$344.77M	0.09%	1,526shares	SOLE	0 / 0 / 1,526
COMCAST CORP NEWCL A	20030N101	$338.82M	0.09%	9,028shares	SOLE	0 / 0 / 9,028
PFIZER INCCOM	717081103	$337.51M	0.09%	12,722shares	SOLE	0 / 0 / 12,722
CHART INDS INCCOM	16115Q308	$334.16M	0.09%	1,751shares	SOLE	0 / 0 / 1,751
CISCO SYS INCCOM	17275R102	$332.72M	0.09%	5,620shares	SOLE	0 / 0 / 5,620
AVERY DENNISON CORPCOM	053611109	$325.29M	0.09%	1,738shares	SOLE	0 / 0 / 1,738
UNITEDHEALTH GROUP INCCOM	91324P102	$314.62M	0.09%	622shares	SOLE	0 / 0 / 622
TELEDYNE TECHNOLOGIES INCCOM	879360105	$309.11M	0.08%	666shares	SOLE	0 / 0 / 666
TJX COS INC NEWCOM	872540109	$299.49M	0.08%	2,479shares	SOLE	0 / 0 / 2,479
FIDELITY COVINGTON TRUSTMSCI INDL INDX	316092709	$293.52M	0.08%	4,175shares	SOLE	0 / 0 / 4,175
VANGUARD STAR FDSVG TL INTL STK F	921909768	$285.10M	0.08%	4,838shares	SOLE	0 / 0 / 4,838
TRACTOR SUPPLY COCOM	892356106	$267.69M	0.07%	5,045shares	SOLE	0 / 0 / 5,045
CITIZENS FINL GROUP INCCOM	174610105	$263.83M	0.07%	6,029shares	SOLE	0 / 0 / 6,029
MCDONALDS CORPCOM	580135101	$263.57M	0.07%	909shares	SOLE	0 / 0 / 909
AMGEN INCCOM	031162100	$263.28M	0.07%	1,010shares	SOLE	0 / 0 / 1,010
VANGUARD INDEX FDSMID CAP ETF	922908629	$263.07M	0.07%	996shares	SOLE	0 / 0 / 996
ISHARES TRUS HOME CONS ETF	464288752	$261.50M	0.07%	2,529shares	SOLE	0 / 0 / 2,529
ADOBE INCCOM	00724F101	$261.47M	0.07%	588shares	SOLE	0 / 0 / 588
EMERSON ELEC COCOM	291011104	$258.42M	0.07%	2,085shares	SOLE	0 / 0 / 2,085
AUTONATION INCCOM	05329W102	$256.80M	0.07%	1,512shares	SOLE	0 / 0 / 1,512
ISHARES TRCORE S&P500 ETF	464287200	$256.08M	0.07%	435shares	SOLE	0 / 0 / 435
FORTINET INCCOM	34959E109	$255.66M	0.07%	2,706shares	SOLE	0 / 0 / 2,706
ISHARES SILVER TRISHARES	46428Q109	$253.08M	0.07%	9,612shares	SOLE	0 / 0 / 9,612
ISHARES TRCORE S&P TTL STK	464287150	$252.74M	0.07%	1,965shares	SOLE	0 / 0 / 1,965
EBAY INC.COM	278642103	$246.87M	0.07%	3,985shares	SOLE	0 / 0 / 3,985
SUNOCO LP/SUNOCO FIN CORPCOM UT REP LP	86765K109	$242.33M	0.07%	4,711shares	SOLE	0 / 0 / 4,711
META PLATFORMS INCCL A	30303M102	$238.30M	0.06%	407shares	SOLE	0 / 0 / 407
PEPSICO INCCOM	713448108	$234.50M	0.06%	1,542shares	SOLE	0 / 0 / 1,542
ISHARES GOLD TRISHARES NEW	464285204	$234.48M	0.06%	4,736shares	SOLE	0 / 0 / 4,736
VANGUARD INDEX FDSSMALL CP ETF	922908751	$233.07M	0.06%	970shares	SOLE	0 / 0 / 970
ISHARES TRRUSSELL 2000 ETF	464287655	$223.39M	0.06%	1,011shares	SOLE	0 / 0 / 1,011
KRAFT HEINZ COCOM	500754106	$222.62M	0.06%	7,249shares	SOLE	0 / 0 / 7,249
ISHARES TRRUS 1000 ETF	464287622	$221.00M	0.06%	686shares	SOLE	0 / 0 / 686
PGIM ETF TRPGIM ULTRA SH BD	69344A107	$216.63M	0.06%	4,372shares	SOLE	0 / 0 / 4,372
PURE STORAGE INCCL A	74624M102	$204.13M	0.06%	3,323shares	SOLE	0 / 0 / 3,323
PITNEY BOWES INCCOM	724479100	$195.63M	0.05%	27,020shares	SOLE	0 / 0 / 27,020
PIMCO DYNAMIC INCOME OPRNTSCOM BEN SHS	69355M107	$169.88M	0.05%	12,500shares	SOLE	0 / 0 / 12,500
APPLIED DIGITAL CORPCOM NEW	038169207	$141.22M	0.04%	18,484shares	SOLE	0 / 0 / 18,484
LLOYDS BANKING GROUP PLCSPONSORED ADR	539439109	$90.52M	0.02%	33,278shares	SOLE	0 / 0 / 33,278
PURPLE INNOVATION INCCOM	74640Y106	$63.77M	0.02%	81,763shares	SOLE	0 / 0 / 81,763
JUMIA TECHNOLOGIES AGSPONSORED ADS	48138M105	$43.98M	0.01%	11,513shares	SOLE	0 / 0 / 11,513
LUCID GROUP INCCOM	549498103	$32.39M	0.01%	10,726shares	SOLE	0 / 0 / 10,726

Filing Metadata

Form type

13F-HR

Filing date

Feb 3, 2025

Holdings as of

December 31, 2024

Accession

0001759578-25-000001

CIK

0001759578

View on SEC

Portfolio Snapshot

Total Portfolio Value

$367.19B

Number of Positions

155

155 reported by filer

Top 10 Concentration

38.5%

Top 20 Concentration

59.3%

Unique Issuers

155

By CUSIP

Avg. Position Size

$2.37B

Across 155 holdings

Top 5 Holdings

FIRST TR EXCHANGE-TRADED FD5.4%

ETF SER SOLUTIONS5.0%

VANGUARD SCOTTSDALE FDS4.3%

ISHARES TR4.1%