CA

Crumly & Associates Inc.

13F
Crumly & Associates Inc.
Last update 2025-07-02 159 Stocks (18 new)
Value $411.00 Mil Turnover 13 %
Countries:
Top Holdings: JGRO(7.04%)RDVY(5.34%)DSTL(4.86%)JPST(4.39%)HEFA(3.95%)
Summary Stock Picks Current Portfolio
Crumly & Associates Inc. Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
JGRO
JPMorgan Active Growth ETF
336,112
28,929.2
+18.74%
7.040
+1.11%
0.450
+28.52%
+6.10%
6,374.7
 
RDVY
First Trust NASDAQ Rising Dividend Achievers ETF
First Trust NASDAQ Rising Dividend Achievers ETF
349,978
21,957.6
+2.41%
5.340
+0.13%
0.150
+21.36%
+7.72%
15,166.6
 
DSTL
Distillate U.S. Fundamental Stability & Value ETF
Distillate U.S. Fundamental Stability & Value ETF
360,414
19,948.9
+4.02%
4.860
+0.19%
1.110
+13.74%
+2.56%
1,810.4
 
JPST
JPMorgan Ultra-Short Income ETF
356,139
18,049.1
+6,371.72%
4.390
+4.32%
0.060
+1.25%
+2.50%
31,744.3
 
HEFA
iShares Currency Hedged MSCI EAFE ETF
iShares Currency Hedged MSCI EAFE ETF
427,420
16,224.9
-2.33%
3.950
-0.10%
0.250
+16.99%
+9.08%
6,264.2
 
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
First Trust SMID Cap Rising Dividend Achievers ETF
387,258
13,662.5
+40.02%
3.330
+0.95%
0.170
+20.32%
+1.25%
8,314.7
 
MGV
Vanguard Mega Cap Value ETF
100,858
13,232.6
+17.17%
3.220
+0.47%
0.150
+14.49%
+7.10%
8,778.7
 
DSTX
DISTILLATE INTERNATIONAL FUNDAMENTAL STABILITY & VALUE ETF
DISTILLATE INTERNATIONAL FUNDAMENTAL STABILITY & VALUE ETF
423,305
11,851.9
+2.73%
2.880
+0.08%
33.860
+22.51%
+21.44%
34.6
 
SMCO
Hilton Small-MidCap Opportunity ETF
442,734
11,367.3
+8.23%
2.770
+0.21%
10.220
+21.89%
+2.24%
112.5
 
TDIV
First Trust NASDAQ Technology Dividend Index Fund
First Trust NASDAQ Technology Dividend Index Fund
122,842
11,076.7
+10.52%
2.700
+0.26%
0.340
+38.84%
+17.41%
3,352.5
 

Crumly & Associates Inc.'s Historical Top Holdings Breakdowns

Crumly & Associates Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
JPST
JPMorgan Ultra-Short Income ETF
2025-06-30
Add
Add
+4.32%
●
50.36 ($50.51) 50.68
$50.48
-0.06%
Add 6371.72%
356,139
350,636
DSMC
ETF SER SOLUTIONS
2025-06-30
Reduce
Reduce
-1.35%
●
27.29 ($31.01) 32.63
$33.47
7.94%
Reduce -82.88%
32,109
-155,440
JGRO
JPMorgan Active Growth ETF
2025-06-30
Add
Add
+1.11%
●
65.93 ($77.68) 86.07
$85.97
10.67%
Add 18.74%
336,112
53,055
VOO
Vanguard S&P 500 ETF
2025-06-30
Reduce
Reduce
-0.97%
●
456.74 ($525.37) 568.03
$570.61
8.61%
Reduce -35.71%
12,305
-6,835
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
First Trust SMID Cap Rising Dividend Achievers ETF
2025-06-30
Add
Add
+0.95%
●
29.52 ($33.55) 35.31
$36.01
7.33%
Add 40.02%
387,258
110,675
SPY
SPDR S&P 500 ETF Trust
2025-06-30
Add
Add
+0.65%
●
496.48 ($571.44) 617.85
$620.68
8.62%
Add 164.14%
6,910
4,294
JAVA
JPMorgan Active Value ETF
2025-06-30
Reduce
Reduce
-0.52%
●
56.84 ($62.46) 65.5
$66.23
6.04%
Reduce -41.91%
40,571
-29,270
IWR
iShares Russell Mid-Cap ETF
2025-06-30
New Buy
New Buy
+0.49%
●
74.88 ($86.36) 91.97
$93.01
7.70%
New holding
21,836
21,836
FMHI
First Trust Municipal High Income ETF
First Trust Municipal High Income ETF
2025-06-30
Reduce
Reduce
-0.48%
●
45.9 ($46.73) 48.26
$46.68
-0.11%
Reduce -37.63%
60,566
-36,542
MGV
Vanguard Mega Cap Value ETF
2025-06-30
Add
Add
+0.47%
●
114.87 ($125.46) 131.25
$132.38
5.52%
Add 17.17%
100,858
14,779

Crumly & Associates Inc. Total Holding History ($B)

To

Crumly & Associates Inc.'s Asset Allocation

To

Crumly & Associates Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Crumly & Associates Inc.'s Hypothetical Growth since 2025-06-30

Crumly & Associates Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Crumly & Associates Inc.'s Holdings Heat Map

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Crumly & Associates Inc.'s Holdings Bubble Chart

Crumly & Associates Inc. News

  • 1

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