CA

Crumly & Associates Inc.

13F
Crumly & Associates Inc.
Last update 2025-04-22 167 Stocks (14 new)
Value $362.00 Mil Turnover 16 %
Countries:
Top Holdings: JGRO(5.77%)RDVY(5.52%)DSTL(5.19%)HEFA(4.38%)MGV(3.06%)
Summary Stock Picks Current Portfolio
Crumly & Associates Inc. Top Holdings of 2025-03-31 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
283,057
20,886.8
+102.70%
5.770
+2.92%
94.350
-4.91%
-0.56%
5,586.2
 
RDVY 		First Trust NASDAQ Rising Dividend Achievers ETF
341,751
20,006.1
+2.34%
5.520
+0.13%
0.150
-1.94%
+3.86%
14,302.3
 
DSTL 		Distillate U.S. Fundamental Stability & Value ETF
346,496
18,793.9
+3.09%
5.190
+0.16%
0.990
-4.31%
-0.95%
1,876.3
 
HEFA 		iShares Currency Hedged MSCI EAFE ETF
437,598
15,880.4
+0.42%
4.380
+0.02%
0.210
+0.97%
+7.83%
7,994.6
 
MGV 		Vanguard Mega Cap Value ETF
86,079
11,090.4
New Holding
3.060
+3.06%
0.120
-3.11%
+2.11%
8,981.6
 
DSTX 		DISTILLATE INTERNATIONAL FUNDAMENTAL STABILITY & VALUE ETF
412,046
10,342.3
+1.58%
2.860
+0.04%
31.700
+5.50%
+16.01%
34.7
 
VOO 		Vanguard S&P 500 ETF
19,140
9,836.3
-10.00%
2.720
-0.31%
0.000
-2.86%
+1.08%
618,173.8
 
SMCO 		Hilton Small-MidCap Opportunity ETF
409,061
9,641.5
+99.96%
2.660
+1.33%
9.510
-5.84%
-2.91%
106.3
 
NFTY 		FIRST TR EXCH ALPH
168,777
9,411.0
+9.91%
2.600
+0.23%
4.120
+9.70%
+6.23%
234.9
 
JSI 		Janus Henderson Securitized Income ETF
177,261
9,279.6
New Holding
2.560
+2.56%
1.230
+1.20%
+2.29%
688.9
 

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
MGV 		Vanguard Mega Cap Value ETF2025-03-31New Buy
+3.06%
●
123.61 ($129.3) 133.01
$126.87
-1.88%
New holding
86,079
86,079
JGRO 		JPMorgan Active Growth ETF2025-03-31Add
+2.92%
●
73.37 ($80.4) 85.29
$80.58
0.22%
Add 102.7%
283,057
143,417
VONG 		Vanguard Russell 1000 Growth Index Fund2025-03-31Reduce
-2.57%
●
92.71 ($101.57) 107.38
$102.75
1.16%
Reduce -59.92%
61,170
-91,448
JSI 		Janus Henderson Securitized Income ETF2025-03-31New Buy
+2.56%
●
51.63 ($52.09) 52.53
$51.99
-0.19%
New holding
177,261
177,261
SHYL 		Xtrackers Short Duration High Yield Bond ETF2025-03-31Reduce
-2.44%
●
44.41 ($45.01) 45.43
$44.70
-0.68%
Reduce -96.4%
7,474
-200,045
JAVA 		JPMorgan Active Value ETF2025-03-31Reduce
-2.40%
●
61.9 ($64.92) 66.89
$63.67
-1.93%
Reduce -66.56%
69,841
-138,988
DGRO 		iShares Core Dividend Growth ETF2025-03-31Reduce
-1.92%
●
60.46 ($62.66) 64.42
$62.24
-0.67%
Reduce -46.42%
132,736
-115,010
DEUS 		Xtrackers Russell US Multifactor ETF2025-03-31Reduce
-1.46%
●
52.01 ($54.53) 56.04
$55.23
1.28%
Reduce -48.48%
106,209
-99,927
SMCO 		Hilton Small-MidCap Opportunity ETF2025-03-31Add
+1.33%
●
23.15 ($25.4) 27.24
$24.69
-2.80%
Add 99.96%
409,061
204,492
BITB 		Bitwise Bitcoin ETF Beneficial Interest2025-03-31New Buy
+1.27%
●
42.99 ($50.68) 57.82
$56.13
10.75%
New holding
102,300
102,300

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 2025-03-31

Crumly & Associates Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Crumly & Associates Inc.'s Holdings Heat Map

Size field:

Crumly & Associates Inc.'s Holdings Bubble Chart

Crumly & Associates Inc. News

  • 1

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