Crumly & Associates Inc.
RIA/Wealth
Crumly & Associates Inc. is a RIA/Wealth based in Springfield, IL led by Scott Michael Norris, reporting $969.8M in AUM as of Q3 2025 with 81% ETF concentration.
CEOScott Michael Norris
- Portfolio Value
- $455.6M
- Positions
- 192
- Top Holding
- JGRO at 6.98%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Crumly & Associates Inc.'s portfolio (38.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $31.8M | 6.98% | +$297.5K Bought | — 339.3K shares | |
ETF ETF | $24.6M | 5.39% | +$1.0M Bought | — 365.3K shares | |
ETF ETF | $22.0M | 4.82% | +$1.1M Bought | — 379.3K shares | |
ETF ETF | $17.4M | 3.81% | +$439.0K Bought | — 438.5K shares | |
ETF ETF | $15.3M | 3.35% | +$1.4M Bought | — 110.8K shares | |
ETF ETF | $15.1M | 3.31% | +$340.4K Bought | — 396.2K shares | |
ETF ETF | $13.5M | 2.96% | +$1.6M Bought | — 500.8K shares | |
ETF ETF | $13.1M | 2.87% | +$257.8K Bought | — 431.8K shares | |
ETF ETF | $12.5M | 2.74% | +$350.7K Bought | — 126.4K shares | |
ETF ETF | $11.3M | 2.47% | -$61.8K Sold | — 41.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Crumly & Associates Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
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Sold Out Of
Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Crumly & Associates Inc.
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