Crumly & Associates Inc. Portfolio Stock Holdings
Crumly & Associates Inc. disclosed 200 stock positions valued at approximately $475.9 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, J P MORGAN EXCHANGE TRADED F, and FIRST TR EXCHANGE TRADED FD. The filing reflects positions held as of March 31, 2026 and was filed on April 2, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 200
- Portfolio Value
- $475.9M
Holdings by Sector
Crumly & Associates Inc. Portfolio Holdings in Q1 2026
194 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | HEFA | Other | 5.51% | 616,666 | +161,944 | +35.61% | $26,205,211 |
| J P MORGAN EXCHANGE TRADED F | JGRO | Other | 4.51% | 253,779 | -33,668 | -11.71% | $21,449,401 |
| FIRST TR EXCHANGE TRADED FD | RDVY | Other | 4.39% | 305,910 | -32,860 | -9.70% | $20,887,528 |
| ETF SER SOLUTIONS | DSTL | Other | 4.37% | 359,166 | -7,319 | -2.00% | $20,788,511 |
| ETF SER SOLUTIONS | 26922B501 | Other | 4.15% | 609,624 | +170,638 | +38.87% | $19,755,282 |
| FIRST TR EXCHANGE-TRADED FD | SDVY | Other | 3.59% | 433,507 | -43,209 | -9.06% | $17,093,175 |
| FIRST TR EXCH TRD ALPHDX FD | NFTY | Other | 3.05% | 282,009 | +91,576 | +48.09% | $14,522,485 |
| JANUS DETROIT STR TR | JAAA | Other | 2.87% | 270,808 | +180,547 | +200.03% | $13,640,599 |
| ISHARES TR | SMIN | Other | 2.37% | 187,763 | +81,932 | +77.42% | $11,258,269 |
| FIRST TR EXCHANGE TRADED FD | AIRR | Other | 2.26% | 97,205 | -10,519 | -9.76% | $10,768,380 |
| VANGUARD WORLD FD | MGV | Other | 2.17% | 71,365 | -28,804 | -28.76% | $10,344,357 |
| ISHARES TR | IWY | Other | 2.14% | 41,008 | -123 | -0.30% | $10,204,385 |
| FIRST TR EXCHANGE TRADED FD | TDIV | Other | 2.05% | 104,426 | -35,046 | -25.13% | $9,780,494 |
| BITWISE BITCOIN ETF TR | BITB | Other | 1.98% | 256,201 | +61,350 | +31.49% | $9,430,759 |
| FIDELITY COVINGTON TRUST | FCOM | Other | 1.94% | 135,505 | -23,286 | -14.66% | $9,230,577 |
| ISHARES TR | DGRO | Other | 1.70% | 115,394 | -2,587 | -2.19% | $8,098,342 |
| FIRST TR EXCHANGE TRADED FD | GRID | Other | 1.61% | 46,975 | -2,164 | -4.40% | $7,684,171 |
| FIRST TR EXCHANGE-TRADED FD | FVD | Other | 1.57% | 158,900 | -1,605 | -1.00% | $7,473,077 |
| VANGUARD INDEX FDS | VOO | Other | 1.52% | 12,127 | -54 | -0.44% | $7,246,656 |
| FIDELITY COVINGTON TRUST | FTEC | Other | 1.50% | 34,272 | -120 | -0.35% | $7,130,269 |
| SELECT SECTOR SPDR TR | XLE | Other | 1.49% | 115,450 | +41 | +0.04% | $7,072,475 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 1.23% | 30,401 | -7,111 | -18.96% | $5,834,560 |
| DBX ETF TR | DEUS | Other | 1.20% | 95,116 | -888 | -0.92% | $5,696,497 |
| APPLE INC | AAPL | Technology | 1.18% | 22,103 | +3,130 | +16.50% | $5,609,610 |
| VANGUARD SCOTTSDALE FDS | VONG | Other | 1.12% | 48,458 | -3,817 | -7.30% | $5,315,358 |
| PIMCO ETF TR | SMMU | Other | 1.11% | 105,091 | +14,231 | +15.66% | $5,301,845 |
| ISHARES TR | IQLT | Other | 1.07% | 109,850 | -11,159 | -9.22% | $5,078,381 |
| SPDR S&P 500 ETF TR | SPY | Other | 0.97% | 7,135 | +225 | +3.26% | $4,640,242 |
| FIRST TR EXCHANGE TRADED FD | FXN | Other | 0.91% | 193,220 | - | - | $4,339,728 |
| FIRST TR EXCHANGE-TRADED FD | QQEW | Other | 0.83% | 31,220 | -1,713 | -5.20% | $3,964,113 |
| ISHARES TR | IJH | Other | 0.71% | 49,693 | -81 | -0.16% | $3,355,760 |
| FIRST TR EXCH TRADED FD III | FMHI | Other | 0.69% | 68,871 | -8,983 | -11.54% | $3,274,126 |
| BROADCOM INC | AVGO | Technology | 0.68% | 10,409 | +440 | +4.41% | $3,221,656 |
| FIRST TR EXCHANGE-TRADED FD | EMLP | Other | 0.67% | 72,836 | - | - | $3,180,020 |
| J P MORGAN EXCHANGE TRADED F | JMUB | Other | 0.67% | 63,316 | +15,270 | +31.78% | $3,165,183 |
| SIMPLIFY EXCHANGE TRADED FUN | MTBA | Other | 0.62% | 60,108 | +38,558 | +178.92% | $2,972,943 |
| FIRST TR EXCHANGE TRADED FD | FXR | Other | 0.58% | 33,874 | - | - | $2,765,160 |
| SPDR DOW JONES INDL AVERAGE | DIA | Other | 0.57% | 5,844 | - | - | $2,706,882 |
| J P MORGAN EXCHANGE TRADED F | JAVA | Other | 0.50% | 33,440 | -3,657 | -9.86% | $2,399,320 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 0.50% | 46,950 | -22,583 | -32.48% | $2,376,140 |
| MICROSOFT CORP | MSFT | Technology | 0.46% | 5,924 | +785 | +15.28% | $2,192,966 |
| NVIDIA CORPORATION | NVDA | Technology | 0.45% | 12,187 | +622 | +5.38% | $2,125,449 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.44% | 10,059 | +476 | +4.97% | $2,094,988 |
| SPDR GOLD TR | GLD | Other | 0.43% | 4,750 | +60 | +1.28% | $2,043,878 |
| NETFLIX INC | NFLX | Communication Services | 0.41% | 20,511 | +1,098 | +5.66% | $1,972,133 |
| TAIWAN SEMICONDUCTOR MFG LTD | TSM | Technology | 0.41% | 5,726 | +122 | +2.18% | $1,934,984 |
| SELECT SECTOR SPDR TR | XLF | Other | 0.40% | 38,979 | +250 | +0.65% | $1,924,393 |
| JPMORGAN CHASE & CO. | JPM | Financial Services | 0.40% | 6,466 | +464 | +7.73% | $1,901,992 |
| ISHARES TR | MUB | Other | 0.40% | 17,885 | -2,597 | -12.68% | $1,898,490 |
| ALPHABET INC | GOOGL | Communication Services | 0.40% | 6,541 | +347 | +5.60% | $1,880,880 |
| WALMART INC | WMT | Consumer Defensive | 0.39% | 15,087 | +952 | +6.74% | $1,874,962 |
| TESLA INC | TSLA | Consumer Cyclical | 0.36% | 4,672 | +254 | +5.75% | $1,736,816 |
| INVESCO QQQ TR | QQQ | Other | 0.36% | 2,980 | +2 | +0.07% | $1,719,832 |
| ISHARES TR | IWR | Other | 0.36% | 17,564 | +161 | +0.93% | $1,707,748 |
| SPDR SERIES TRUST | ONEY | Other | 0.35% | 13,723 | - | - | $1,647,443 |
| DBX ETF TR | DEEF | Other | 0.33% | 41,235 | - | - | $1,558,609 |
| DBX ETF TR | RVNU | Other | 0.32% | 61,227 | -3,260 | -5.06% | $1,508,328 |
| FIRST TR EXCHANGE TRADED FD | FXO | Other | 0.31% | 26,606 | -77 | -0.29% | $1,494,977 |
| KLA CORP | KLAC | Technology | 0.29% | 924 | +13 | +1.43% | $1,360,507 |
| PROLOGIS INC. | PLD | Real Estate | 0.28% | 10,094 | +787 | +8.46% | $1,334,210 |
| ENTERPRISE PRODS PARTNERS L | EPD | Energy | 0.27% | 34,195 | +2,343 | +7.36% | $1,293,939 |
| SELECT SECTOR SPDR TR | XLV | Other | 0.27% | 8,741 | +135 | +1.57% | $1,281,504 |
| NEWMONT CORP | NEM | Basic Materials | 0.25% | 11,166 | +480 | +4.49% | $1,208,764 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.25% | 1,391 | +42 | +3.11% | $1,176,772 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.24% | 3,734 | +273 | +7.89% | $1,129,592 |
| CONSTELLATION ENERGY CORP | CEG | Utilities | 0.23% | 3,954 | +291 | +7.94% | $1,104,155 |
| ISHARES TR | IWF | Other | 0.22% | 2,423 | -363 | -13.03% | $1,033,167 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.21% | 2,558 | +276 | +12.09% | $998,669 |
| NISOURCE INC | NI | Utilities | 0.21% | 21,065 | +1,718 | +8.88% | $982,893 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 0.20% | 10,364 | +873 | +9.20% | $973,992 |
| FIRST TR EXCHANGE-TRADED FD | FDL | Other | 0.20% | 18,523 | +685 | +3.84% | $940,968 |
| FIRST TR EXCH TRADED FD III | FMB | Other | 0.20% | 18,385 | - | - | $931,384 |
| BLACKROCK INC | BLK | Other | 0.18% | 915 | +91 | +11.04% | $879,658 |
| MERCK & CO INC | MRK | Healthcare | 0.18% | 7,231 | +280 | +4.03% | $869,785 |
| VISA INC | V | Financial Services | 0.18% | 2,809 | +480 | +20.61% | $848,955 |
| PNC FINL SVCS GROUP INC | PNC | Financial Services | 0.17% | 3,984 | +507 | +14.58% | $829,031 |
| CHEVRON CORP NEW | CVX | Energy | 0.17% | 3,926 | +316 | +8.75% | $812,289 |
| ISHARES SILVER TR | SLV | Other | 0.16% | 11,508 | +131 | +1.15% | $784,155 |
| T-MOBILE US INC | TMUS | Communication Services | 0.16% | 3,708 | +275 | +8.01% | $778,791 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.16% | 4,853 | +2,521 | +108.10% | $778,033 |
| MEDTRONIC PLC | MDT | Other | 0.16% | 8,934 | +1,325 | +17.41% | $774,152 |
| EAST WEST BANCORP INC | EWBC | Financial Services | 0.16% | 7,070 | -157 | -2.17% | $754,793 |
| META PLATFORMS INC | META | Communication Services | 0.16% | 1,290 | +59 | +4.79% | $738,086 |
| ELI LILLY & CO | LLY | Healthcare | 0.15% | 785 | +8 | +1.03% | $722,019 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.15% | 7,679 | +28 | +0.37% | $713,226 |
| EXXON MOBIL CORP | XOM | Energy | 0.15% | 4,156 | +1,726 | +71.03% | $705,046 |
| FIDELITY COVINGTON TRUST | FHLC | Other | 0.15% | 10,005 | - | - | $703,955 |
| SLB LIMITED | SLB | Energy | 0.15% | 13,464 | - | - | $691,915 |
| AMGEN INC | AMGN | Healthcare | 0.14% | 1,933 | +104 | +5.69% | $680,126 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.14% | 4,631 | +346 | +8.07% | $677,423 |
| SALESFORCE INC | CRM | Technology | 0.13% | 3,319 | +734 | +28.39% | $619,558 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.13% | 12,324 | +192 | +1.58% | $618,665 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.13% | 1,261 | +11 | +0.88% | $604,271 |
| PGIM ETF TR | PAAA | Other | 0.12% | 11,615 | +1,077 | +10.22% | $594,456 |
| HSBC HLDGS PLC | HSBC | Financial Services | 0.12% | 7,097 | -214 | -2.93% | $585,432 |
| EATON CORP PLC | ETN | Other | 0.12% | 1,635 | +237 | +16.95% | $584,790 |
| HONEYWELL INTL INC | HON | Industrials | 0.12% | 2,580 | +217 | +9.18% | $583,217 |
| ABBVIE INC | ABBV | Healthcare | 0.12% | 2,662 | +405 | +17.94% | $579,049 |
| AT&T INC | T | Communication Services | 0.12% | 19,948 | +144 | +0.73% | $578,293 |
| CHART INDS INC | GTLS | Industrials | 0.12% | 2,795 | +418 | +17.59% | $577,866 |