Crumly & Associates Inc. Portfolio Holdings
Q3 2025•192 long positions•$455.6M portfolio value
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Holding198 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $31.8M 6.98% | +$297.5K Bought | — 339.3K shares | 336.1K → 339.3K +$297.5K | +0.94% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $24.6M 5.39% | +$1.0M Bought | — 365.3K shares | 350.0K → 365.3K +$1.0M | +4.38% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $22.0M 4.82% | +$1.1M Bought | — 379.3K shares | 360.4K → 379.3K +$1.1M | +5.23% | — — | Q3 2021 Held for 4y 2m | |
ETF ETF | $17.4M 3.81% | +$439.0K Bought | — 438.5K shares | 427.4K → 438.5K +$439.0K | +2.59% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $15.3M 3.35% | +$1.4M Bought | — 110.8K shares | 100.9K → 110.8K +$1.4M | +9.87% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $15.1M 3.31% | +$340.4K Bought | — 396.2K shares | 387.3K → 396.2K +$340.4K | +2.31% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $13.5M 2.96% | +$1.6M Bought | — 500.8K shares | 442.7K → 500.8K +$1.6M | +13.11% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $13.1M 2.87% | +$257.8K Bought | — 431.8K shares | 423.3K → 431.8K +$257.8K | +2.01% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $12.5M 2.74% | +$350.7K Bought | — 126.4K shares | 122.8K → 126.4K +$350.7K | +2.9% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $11.3M 2.47% | -$61.8K Sold | — 41.2K shares | 41.4K → 41.2K −$61.8K | -0.55% | — — | Q2 2020 Held for 5y 5m | |
ETF ETF | $10.9M 2.4% | +$721.1K Bought | — 209.1K shares | 195.3K → 209.1K +$721.1K | +7.07% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $10.5M 2.3% | +$518.7K Bought | — 184.4K shares | 175.3K → 184.4K +$518.7K | +5.2% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $9.9M 2.17% | +$236.8K Bought | — 102.2K shares | 99.7K → 102.2K +$236.8K | +2.46% | — — | Q4 2024 Held for 11 months | |
Unknown Unknown | $9.7M 2.12% | +$2.1M Bought | — 155.4K shares | 121.6K → 155.4K +$2.1M | +27.72% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $8.9M 1.96% | +$117.7K Bought | — 125.6K shares | 123.9K → 125.6K +$117.7K | +1.34% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $8.4M 1.84% | -$9.7M Sold | — 165.1K shares | 356.1K → 165.1K −$9.7M | -53.66% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $8.0M 1.77% | -$394.5K Sold | — 118.2K shares | 124.0K → 118.2K −$394.5K | -4.67% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $7.5M 1.65% | +$77.1K Bought | — 33.9K shares | 33.6K → 33.9K +$77.1K | +1.03% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $7.5M 1.64% | -$75.9K Sold | — 12.2K shares | 12.3K → 12.2K −$75.9K | -1.01% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $7.4M 1.63% | -$138.4K Sold | — 160.5K shares | 163.5K → 160.5K −$138.4K | -1.83% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $7.2M 1.59% | +$246.1K Bought | — 100.9K shares | 97.5K → 100.9K +$246.1K | +3.52% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $6.4M 1.41% | -$140.7K Sold | — 53.3K shares | 54.5K → 53.3K −$140.7K | -2.14% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $6.1M 1.34% | +$221.6K Bought | — 131.5K shares | 126.8K → 131.5K +$221.6K | +3.78% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $6.0M 1.32% | +$378.8K Bought | — 217.3K shares | 203.6K → 217.3K +$378.8K | +6.7% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $5.7M 1.26% | -$269.5K Sold | — 98.6K shares | 103.2K → 98.6K −$269.5K | -4.5% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $5.3M 1.16% | -$65.8K Sold | — 120.1K shares | 121.6K → 120.1K −$65.8K | -1.22% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $5.2M 1.13% | +$171.7K Bought | — 57.7K shares | 55.8K → 57.7K +$171.7K | +3.45% | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $4.9M 1.08% | -$8.8K Sold | — 96.8K shares | 97.0K → 96.8K −$8.8K | -0.18% | — — | Q3 2023 Held for 2y 2m | |
Consumer Electronics Technology | $4.9M 1.07% | +$41.8K Bought | 0.0% 19.2K shares | 19.0K → 19.2K +$41.8K | +0.86% | $3.78T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $4.8M 1.06% | -$73.2K Sold | — 34.3K shares | 34.8K → 34.3K −$73.2K | -1.49% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $4.6M 1.02% | +$36.0K Bought | — 7.0K shares | 6.9K → 7.0K +$36.0K | +0.78% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $4.5M 0.982% | +$984.5K Bought | — 88.5K shares | 69.0K → 88.5K +$984.5K | +28.22% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $3.8M 0.828% | +$897.0K Bought | — 79.4K shares | 60.6K → 79.4K +$897.0K | +31.17% | — — | Q1 2023 Held for 2y 8m | |
Semiconductors Technology | $3.3M 0.725% | -$12.5K Sold | 0.0% 10.0K shares | 10.1K → 10.0K −$12.5K | -0.38% | $1.56T Mega Cap | Q2 2020 Held for 5y 5m | |
ETF ETF | $3.2M 0.713% | -$62.1K Sold | — 49.8K shares | 50.7K → 49.8K −$62.1K | -1.87% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $3.1M 0.691% | -$26.7K Sold | — 193.2K shares | 194.9K → 193.2K −$26.7K | -0.84% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $2.8M 0.612% | -$2.3K Sold | — 72.8K shares | 72.9K → 72.8K −$2.3K | -0.08% | — — | Q2 2021 Held for 4y 5m | |
Software - Infrastructure Technology | $2.7M 0.596% | +$119.1K Bought | 0.0% 5.2K shares | 5.0K → 5.2K +$119.1K | +4.59% | $3.85T Mega Cap | Q1 2020 Held for 5y 8m | |
ETF ETF | $2.7M 0.595% | — | — 5.8K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.7M 0.588% | — | — 34.3K shares | — | — | — — | Q3 2021 Held for 4y 2m | |
ETF ETF | $2.6M 0.575% | -$177.3K Sold | — 38.0K shares | 40.6K → 38.0K −$177.3K | -6.34% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.3M 0.503% | +$697.9K Bought | — 45.4K shares | 31.5K → 45.4K +$697.9K | +43.84% | — — | Q4 2023 Held for 1y 11m | |
Entertainment Communication Services | $2.3M 0.501% | +$58.7K Bought | 0.0% 1.9K shares | 1.9K → 1.9K +$58.7K | +2.64% | $509.45B Mega Cap | Q2 2022 Held for 3y 5m | |
ETF ETF | $2.2M 0.476% | +$65.6K Bought | — 40.3K shares | 39.1K → 40.3K +$65.6K | +3.12% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.2M 0.476% | +$1.0M Bought | — 20.4K shares | 10.6K → 20.4K +$1.0M | +92.84% | — — | Q4 2023 Held for 1y 11m | |
Auto - Manufacturers Consumer Cyclical | $2.1M 0.47% | +$140.5K Bought | 0.0% 4.8K shares | 4.5K → 4.8K +$140.5K | +7.03% | $1.48T Mega Cap | Q3 2024 Held for 1y 2m | |
Semiconductors Technology | $2.1M 0.466% | +$133.8K Bought | 0.0% 11.4K shares | 10.7K → 11.4K +$133.8K | +6.72% | $4.54T Mega Cap | Q2 2024 Held for 1y 5m | |
Specialty Retail Consumer Cyclical | $2.0M 0.432% | +$68.5K Bought | 0.0% 9.0K shares | 8.7K → 9.0K +$68.5K | +3.61% | $2.34T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $1.9M 0.422% | +$957.1K Bought | — 78.0K shares | 39.2K → 78.0K +$957.1K | +99.05% | — — | Q2 2024 Held for 1y 5m | |
Banks - Diversified Financial Services | $1.9M 0.413% | -$22.1K Sold | 0.0% 6.0K shares | 6.0K → 6.0K −$22.1K | -1.16% | $867.35B Mega Cap | Q3 2020 Held for 5y 2m |
