Filer Name: CRUMLY & ASSOCIATES INC.
CIK: 1759578
Period: 2024-12-31
Filed At: 2025-02-03
Number of Holdings: 155
Portfolio Value: $0.37B

Crumly & Associates Inc. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
RDVY US FIRST TRUST RISING DIVIDEND 333,940 $20M 5.38% 7.0% -
DSTL US DISTILLATE US FUNDAMENTAL ST 336,115 $18M 5.03% 10.8% -
VONG US VANGUARD RUSSELL 1000 GROWTH 152,618 $16M 4.29% 5.5% -
DGRO US ISHARES CORE DIVIDEND GROWTH 247,746 $15M 4.14% 2.2% -
HEFA US ISHA CURR HEDGED MSCI EAFE 435,761 $15M 4.12% 0.7% -
JAVA US JPMORGAN ACTIVE VALUE ETF 208,829 $13M 3.60% 19.2% -
VOO US VANGUARD S&P 500 ETF 21,266 $11M 3.12% 73.3% -
JGRO US JPMORGAN ACTIVE GROWTH ETF 139,640 $11M 3.08% 9.7% -
DEUS US XTRACKERS RUSSELL US MULTI 206,136 $11M 3.01% 1.2% -
IWY US ISHARES RUSSELL TOP 200 GROW 41,753 $10M 2.68% -0.3% -
DSTX US DISTILLATE INTERNATIONAL FUN 405,622 $9M 2.55% 1.6% -
SHYL US XTRACKERS SHRT DUR HIGH YIEL 207,519 $9M 2.53% 4.8% -
NFTY US FIRST TRUST INDIA NIFTY 50 E 153,556 $9M 2.34% 3.2% -
SDVY US FIRST TRUST SMID CAP RISING 233,980 $8M 2.28% 3.4% -
TDIV US FT NASDAQ TECH DVD INDEX FD 104,440 $8M 2.23% 6.6% -
FTEC US FIDELITY MSCI INFO TECH ETF 40,977 $8M 2.06% -1.6% -
FVD US FIRST TRUST VALUE LINE DVD 170,405 $7M 2.03% -0.1% -
DSMC US DISTILLATE S/M CASH FLOW ETF 181,680 $6M 1.73% -6.4% -
SMIN US ISHARES MSCI INDIA SMALL-CAP 76,190 $6M 1.59% 3.9% -
QQEW US FIRST TRUST NASDQ 100 EQ WEI 43,537 $5M 1.48% -6.0% -
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