Crumly & Associates Inc.
CIK Number: 0001759578
362.16M
Market Value
153
# of Holdings
9 months
Avg. Holding Period
38.22%
Win Rate
11.79%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | RDVY | First Trust Ris... | 60.51 | -1.47% | 333.94K | +6.97% | 19.75M | 53.25 | 5.38% |
| 2 | DSTL | Distillate U.S.... | 54.25 | -1.27% | 336.12K | +10.82% | 18.46M | 44.99 | 5.03% |
| 3 | VONG | Vanguard Russel... | 104.35 | -1.32% | 152.62K | +5.52% | 15.77M | 87.07 | 4.29% |
| 4 | DGRO | iShares Core Di... | 62.78 | -1.05% | 247.75K | +2.21% | 15.2M | 49.92 | 4.14% |
| 5 | HEFA | iShares Currenc... | 37.65 | -1.08% | 435.76K | +0.66% | 15.14M | 32.37 | 4.12% |
| 6 | JAVA | JPMorgan Active... | 63.84 | -0.92% | 208.83K | +19.16% | 13.22M | 59.99 | 3.60% |
| 7 | VOO | Vanguard 500 In... | 548.74 | -1.12% | 21.27K | +73.30% | 11.46M | 425.95 | 3.12% |
| 8 | JGRO | Jpmorgan Active... | 82.03 | -1.12% | 139.64K | +9.70% | 11.32M | 77.25 | 3.08% |
| 9 | DEUS | Xtrackers Russe... | 54.90 | -1.11% | 206.14K | +1.17% | 11.07M | 45.32 | 3.01% |
| 10 | IWY | iShares Russell... | 235.70 | -1.27% | 41.75K | -0.29% | 9.82M | 156.5 | 2.68% |
| 11 | DSTX | Distillate Inte... | 27.76 | -1.21% | 405.62K | +1.59% | 9.36M | 23.09 | 2.55% |
| 12 | SHYL | Xtrackers Short... | 44.66 | -0.16% | 207.52K | +4.83% | 9.29M | 43.9 | 2.53% |
| 13 | NFTY | First Trust Ind... | 58.25 | -1.28% | 153.56K | +3.20% | 8.6M | 47.75 | 2.34% |
| 14 | SDVY | First Trust SMI... | 34.30 | -1.47% | 233.98K | +3.38% | 8.39M | 34.55 | 2.28% |
| 15 | TDIV | First Trust NAS... | 86.03 | -1.06% | 104.44K | +6.59% | 8.19M | 80.19 | 2.23% |
| 16 | FTEC | Fidelity MSCI I... | 185.43 | -1.64% | 40.98K | -1.65% | 7.58M | 127.38 | 2.06% |
| 17 | FVD | First Trust Val... | 44.58 | -1.04% | 170.41K | -0.13% | 7.44M | 34.59 | 2.03% |
| 18 | DSMC | Distillate Smal... | 31.95 | -1.79% | 181.68K | -6.44% | 6.35M | 32.54 | 1.73% |
| 19 | SMIN | iShares MSCI In... | 75.00 | -0.87% | 76.19K | +3.90% | 5.82M | 72.08 | 1.59% |
| 20 | QQEW | First Trust NAS... | 131.82 | -1.55% | 43.54K | -6.03% | 5.44M | 122.35 | 1.48% |
| 21 | JAAA | Janus Henderson... | 50.65 | -0.02% | 106.65K | -4.06% | 5.41M | 50.33 | 1.47% |
| 22 | HRTS | Tema Cardiovasc... | 28.80 | -1.34% | 183.27K | -0.51% | 5.29M | 31.69 | 1.44% |
| 23 | SMCO | Hilton Small-Mi... | 24.57 | -1.47% | 204.57K | +12.88% | 5.2M | 24.96 | 1.42% |
| 24 | FMHI | First Trust Mun... | 46.57 | -0.3% | 102.79K | -6.22% | 4.96M | 47.67 | 1.35% |
| 25 | XLE | Energy Select S... | 88.08 | +1.72% | 57.46K | -0.23% | 4.92M | 54.21 | 1.34% |
| 26 | CGMS | Capital Group U... | 27.34 | -0.22% | 180.1K | -0.84% | 4.91M | 26.96 | 1.34% |
| 27 | AAPL | Apple Inc. | 196.25 | -1.48% | 19.42K | -0.87% | 4.86M | 101.37 | 1.32% |
| 28 | FBND | Fidelity Total ... | 45.30 | -0.42% | 107.89K | -0.22% | 4.84M | 46.14 | 1.32% |
| 29 | AIRR | First Trust RBA... | 77.58 | -1.15% | 59.03K | +100.00% | 4.55M | 77.04 | 1.24% |
| 30 | IQLT | iShares MSCI In... | 43.22 | -1.25% | 115.8K | +0.36% | 4.3M | 36.04 | 1.17% |
| 31 | FRI | First Trust S&P... | 27.37 | -0.91% | 145.31K | -1.09% | 3.98M | 29.64 | 1.08% |
| 32 | FXN | First Trust Ene... | 16.16 | +2.77% | 229.61K | -10.86% | 3.75M | 13.04 | 1.02% |
| 33 | IJH | iShares Core S&... | 60.25 | -1.54% | 51.74K | -2.82% | 3.22M | 49.83 | 0.88% |
| 34 | SMMU | PIMCO Short Ter... | 50.02 | +0.02% | 64.38K | -1.49% | 3.21M | 50.14 | 0.87% |
| 35 | EMLP | First Trust Nor... | 37.50 | +0.08% | 74.11K | -0.00% | 2.64M | 25.81 | 0.72% |
| 36 | FXR | First Trust Ind... | 71.55 | -1.95% | 34.84K | -2.74% | 2.61M | 55.6 | 0.71% |
| 37 | AVGO | Broadcom Inc. | 248.65 | -2.9% | 11.01K | -0.24% | 2.55M | 42.9 | 0.70% |
| 38 | DIA | SPDR Dow Jones ... | 422.83 | -1.78% | 5.84K | 0.00% | 2.49M | 331.47 | 0.68% |
| 39 | FCOM | Fidelity MSCI C... | 61.56 | -1.05% | 35.66K | -11.36% | 2.09M | 48.66 | 0.57% |
| 40 | XLF | Financial Selec... | 49.96 | -2.04% | 41.49K | -2.26% | 2.01M | 33.25 | 0.55% |
| 41 | MSFT | Microsoft Corpo... | 474.94 | -0.82% | 4.64K | +0.32% | 1.96M | 245.83 | 0.53% |
| 42 | MUB | iShares Nationa... | 103.88 | -0.21% | 17.21K | +1.40% | 1.83M | 107.57 | 0.50% |
| 43 | NFLX | Netflix, Inc. | 1212.27 | -0.23% | 2.02K | -2.75% | 1.8M | 206.86 | 0.49% |
| 44 | XLV | Health Care Sel... | 136.13 | -0.5% | 12.46K | -2.3% | 1.71M | 135.03 | 0.47% |
| 45 | JMUB | JPMorgan Munici... | 49.40 | -0.17% | 33.64K | +0.52% | 1.69M | 51.07 | 0.46% |
| 46 | AMZN | Amazon.com, Inc... | 212.00 | -0.58% | 7.63K | -1.27% | 1.68M | 122.61 | 0.46% |
| 47 | RVNU | Xtrackers Munic... | 23.73 | -0.29% | 65.13K | -0.34% | 1.65M | 25.65 | 0.45% |
| 48 | FXO | First Trust Fin... | 53.27 | -1.64% | 29.1K | -19.53% | 1.58M | 39.99 | 0.43% |
| 49 | SPY | SPDR S&P 500 ET... | 596.88 | -1.14% | 2.61K | +355.23% | 1.53M | 543.02 | 0.42% |
| 50 | ONEY | SPDR Russell 10... | 107.58 | -1.31% | 13.92K | -1.63% | 1.52M | 90.44 | 0.41% |
| 51 | JPM | JPMorgan Chase ... | 264.99 | -1.21% | 6.02K | +1.11% | 1.44M | 138.04 | 0.39% |
| 52 | NVDA | NVIDIA Corporat... | 141.91 | -2.13% | 10.65K | +3.25% | 1.43M | 122.9 | 0.39% |
| 53 | IBMQ | iShares iBonds ... | 25.30 | -0.04% | 54.66K | -4.19% | 1.38M | 25.59 | 0.37% |
| 54 | IBMR | iShares iBonds ... | 25.09 | +0.02% | 53.74K | -3.75% | 1.34M | 25.6 | 0.37% |
| 55 | IBMP | iShares iBonds ... | 25.28 | -0.02% | 53.29K | -3.27% | 1.34M | 25.42 | 0.36% |
| 56 | WMT | Walmart Inc. | 94.42 | -0.43% | 14.11K | -2.4% | 1.28M | 45.4 | 0.35% |
| 57 | DEEF | Xtrackers FTSE ... | 33.25 | -1.09% | 41.65K | 0.00% | 1.18M | 27.24 | 0.32% |
| 58 | TSM | Taiwan Semicond... | 211.10 | -2.01% | 5.76K | -1.71% | 1.14M | 101.5 | 0.31% |
| 59 | IBMO | iShares iBonds ... | 25.57 | +0.06% | 44.13K | -4.45% | 1.12M | 25.51 | 0.31% |
| 60 | GOOGL | Alphabet Inc. | 174.62 | -0.61% | 5.82K | -0.92% | 1.1M | 124.44 | 0.30% |
| 61 | FMB | First Trust Man... | 49.75 | -0.14% | 20.66K | -0.02% | 1.05M | 51.54 | 0.29% |
| 62 | TSLA | Tesla, Inc. | 325.34 | +1.95% | 2.6K | -10.98% | 1.05M | 261.63 | 0.29% |
| 63 | FI | Fiserv, Inc. | 162.97 | -3.01% | 4.55K | -2.48% | 935.28K | 112.14 | 0.25% |
| 64 | BLK | BlackRock, Inc. | 971.56 | -1.69% | 851 | +100.00% | 872.18K | 1025.11 | 0.24% |
| 65 | EWBC | East West Banco... | 91.49 | -2.92% | 9.05K | -5.49% | 867.11K | 54.14 | 0.24% |
| 66 | GS | The Goldman Sac... | 613.30 | -1.89% | 1.49K | +100.00% | 850.91K | 572.62 | 0.23% |
| 67 | MRVL | Marvell Technol... | 67.20 | -3.5% | 7.62K | -7.31% | 841.87K | 60.51 | 0.23% |
| 68 | BSX | Boston Scientif... | 99.69 | +1.15% | 8.99K | -0.79% | 803.08K | 50.28 | 0.22% |
| 69 | PLD | Prologis, Inc. | 107.26 | -1.09% | 7.31K | -19.02% | 772.3K | 112.77 | 0.21% |
| 70 | CRWD | CrowdStrike Hol... | 480.68 | -0.22% | 2.25K | -4.3% | 769.52K | 324.14 | 0.21% |
| 71 | FDL | First Trust Mor... | 42.28 | -0.91% | 18.59K | -46.41% | 748.59K | 35.4 | 0.20% |
| 72 | FTSM | First Trust Enh... | 59.90 | +0.01% | 12.45K | +100.00% | 743.9K | 59.77 | 0.20% |
| 73 | TMUS | T-Mobile US, In... | 228.02 | -0.3% | 3.35K | -2.34% | 738.56K | 131.63 | 0.20% |
| 74 | QQQ | Invesco QQQ Tru... | 526.82 | -1.28% | 1.43K | +1.06% | 732.79K | 282.76 | 0.20% |
| 75 | CRM | Salesforce, Inc... | 258.38 | -3.2% | 2.18K | -2.99% | 727.84K | 226.93 | 0.20% |
| 76 | MRK | Merck & Co., In... | 81.72 | -0.12% | 6.96K | -16.08% | 692.07K | 85.88 | 0.19% |
| 77 | SCHW | The Charles Sch... | 87.35 | -1.3% | 9.33K | -0.99% | 690.65K | 65.5 | 0.19% |
| 78 | NI | NiSource Inc. | 39.52 | -0.98% | 18.63K | -1.21% | 684.91K | 27.05 | 0.19% |
| 79 | V | Visa Inc. | 352.88 | -4.99% | 2.14K | -1.66% | 675.18K | 229.19 | 0.18% |
| 80 | GPI | Group 1 Automot... | 424.39 | -2.15% | 1.56K | 0.00% | 656.38K | 176.16 | 0.18% |
| 81 | AXP | American Expres... | 287.76 | -3.43% | 2.21K | -2.3% | 655.91K | 228.86 | 0.18% |
| 82 | PNC | The PNC Financi... | 173.38 | -2.45% | 3.15K | +4.55% | 607.28K | 156.54 | 0.17% |
| 83 | BAC | Bank of America... | 44.08 | -1.21% | 13.76K | -8.31% | 604.53K | 29.19 | 0.16% |
| 84 | KLAC | KLA Corporation | 867.60 | -0.85% | 954 | +13.98% | 601.13K | 514.76 | 0.16% |
| 85 | CYBR | CyberArk Softwa... | 386.60 | -1.41% | 1.8K | +7.01% | 600.34K | 294.33 | 0.16% |
| 86 | SLB | Schlumberger Li... | 36.31 | +1.91% | 15.15K | -0.17% | 580.77K | 32.51 | 0.16% |
| 87 | QCOM | QUALCOMM Incorp... | 154.78 | -2.47% | 3.58K | +4.20% | 549.35K | 182.37 | 0.15% |
| 88 | FHLC | Fidelity MSCI H... | 64.44 | -0.58% | 8.13K | 0.00% | 531.14K | 55.35 | 0.14% |
| 89 | MDT | Medtronic plc | 87.22 | -1.44% | 6.53K | +6.47% | 521.86K | 84.24 | 0.14% |
| 90 | MET | MetLife, Inc. | 77.32 | -2.11% | 6.33K | +3.00% | 518K | 58.24 | 0.14% |
| 91 | EPD | Enterprise Prod... | 32.03 | +0.22% | 16.49K | +3.72% | 517.13K | 23.25 | 0.14% |
| 92 | CMI | Cummins Inc. | 319.42 | -1.64% | 1.47K | -35.18% | 513.74K | 243.75 | 0.14% |
| 93 | TTE | TotalEnergies S... | 63.48 | +0.65% | 9.33K | -7.03% | 508.4K | 48.26 | 0.14% |
| 94 | SPTM | SPDR Portfolio ... | 72.36 | -1.19% | 7.05K | 0.00% | 503.47K | 39.92 | 0.14% |
| 95 | NXPI | NXP Semiconduct... | 211.00 | -2.94% | 2.42K | +6.20% | 501.96K | 229.57 | 0.14% |
| 96 | BALL | Ball Corporatio... | 54.33 | -1.49% | 9.05K | +3.35% | 498.92K | 58.16 | 0.14% |
| 97 | FCX | Freeport-McMoRa... | 40.92 | -0.63% | 13.06K | +6.36% | 497.44K | 38.5 | 0.14% |
| 98 | CLF | Cleveland-Cliff... | 7.18 | -0.07% | 52.44K | -33.21% | 492.9K | 15.44 | 0.13% |
| 99 | CVX | Chevron Corpora... | 145.87 | +0.62% | 3.29K | -11.04% | 477.25K | 136.27 | 0.13% |
| 100 | AZN | AstraZeneca PLC | 74.39 | -0.81% | 7.08K | +6.61% | 464.08K | 68.54 | 0.13% |
| 101 | ABNB | Airbnb, Inc. | 135.54 | -2.36% | 3.52K | -10.13% | 462.83K | 128.16 | 0.13% |
| 102 | EOG | EOG Resources, ... | 125.29 | +3.90% | 3.4K | -19.9% | 416.53K | 127.63 | 0.11% |
| 103 | FDIS | Fidelity MSCI C... | 91.36 | -1.14% | 4.22K | 0.00% | 410.89K | 69.19 | 0.11% |
| 104 | ETN | Eaton Corporati... | 323.58 | -2.05% | 1.22K | -0.16% | 406.21K | 261.19 | 0.11% |
| 105 | HSBC | HSBC Holdings p... | 59.18 | -1.65% | 8.03K | -13.55% | 397.06K | 33.87 | 0.11% |
| 106 | IFF | International F... | 76.12 | -2.87% | 4.59K | +4.34% | 388.08K | 79.82 | 0.11% |
| 107 | VIOG | Vanguard S&P Sm... | 110.61 | -1.77% | 3.27K | -91.63% | 380.68K | 119.78 | 0.10% |
| 108 | IEI | iShares 3-7 Yea... | 117.75 | -0.19% | 3.27K | +32.45% | 377.27K | 118.62 | 0.10% |
| 109 | FTC | First Trust Lar... | 143.44 | -0.98% | 2.68K | 0.00% | 369.96K | 93.44 | 0.10% |
| 110 | LLY | Eli Lilly and C... | 819.67 | +0.94% | 456 | 0.00% | 352.03K | 760.55 | 0.10% |
| 111 | KO | The Coca-Cola C... | 70.99 | -1.73% | 5.55K | -5.59% | 345.85K | 62.3 | 0.09% |
| 112 | IEF | iShares 7-10 Ye... | 94.28 | -0.38% | 3.73K | +37.95% | 345.12K | 96.56 | 0.09% |
| 113 | HON | Honeywell Inter... | 224.31 | -0.77% | 1.53K | -1.93% | 344.77K | 210.79 | 0.09% |
| 114 | CMCSA | Comcast Corpora... | 35.00 | -0.77% | 9.03K | -37.24% | 338.82K | 46.96 | 0.09% |
| 115 | PFE | Pfizer Inc. | 24.52 | -1.29% | 12.72K | +18.01% | 337.51K | 32.65 | 0.09% |
| 116 | GTLS | Chart Industrie... | 144.01 | -2.7% | 1.75K | +100.00% | 334.16K | 190.84 | 0.09% |
| 117 | CSCO | Cisco Systems, ... | 64.10 | -1.54% | 5.62K | +8.06% | 332.72K | 50.73 | 0.09% |
| 118 | AVY | Avery Dennison ... | 174.66 | -2.61% | 1.74K | -21.78% | 325.29K | 202.28 | 0.09% |
| 119 | UNH | UnitedHealth Gr... | 313.40 | -1.6% | 622 | -0.16% | 314.62K | 391.54 | 0.09% |
| 120 | TDY | Teledyne Techno... | 487.31 | -1.54% | 666 | -1.62% | 309.11K | 384.93 | 0.08% |
| 121 | TJX | The TJX Compani... | 123.95 | -0.41% | 2.48K | 0.00% | 299.49K | 67.1 | 0.08% |
| 122 | FIDU | Fidelity MSCI I... | 74.88 | -1.03% | 4.17K | 0.00% | 293.52K | 49.83 | 0.08% |
| 123 | VXUS | Vanguard Total ... | 67.95 | -1.31% | 4.84K | +100.00% | 285.1K | 58.93 | 0.08% |
| 124 | TSCO | Tractor Supply ... | 51.57 | -0.33% | 5.04K | +380.93% | 267.69K | 51.31 | 0.07% |
| 125 | CFG | Citizens Financ... | 40.31 | -2.09% | 6.03K | 0.00% | 263.83K | 33.14 | 0.07% |
| 126 | MCD | McDonald's Corp... | 301.85 | -0.43% | 909 | 0.00% | 263.57K | 238.58 | 0.07% |
| 127 | AMGN | Amgen Inc. | 295.15 | -0.72% | 1.01K | +4.12% | 263.28K | 310.1 | 0.07% |
| 128 | VO | Vanguard Mid Ca... | 271.09 | -1.17% | 996 | +100.00% | 263.07K | 264.13 | 0.07% |
| 129 | ITB | iShares U.S. Ho... | 90.32 | -2.92% | 2.53K | 0.00% | 261.5K | 101.73 | 0.07% |
| 130 | ADBE | Adobe Inc. | 391.76 | -5.3% | 588 | +16.44% | 261.47K | 507.46 | 0.07% |
| 131 | EMR | Emerson Electri... | 125.47 | -0.98% | 2.08K | -0.19% | 258.42K | 109.37 | 0.07% |
| 132 | AN | AutoNation, Inc... | 189.51 | -1.28% | 1.51K | +0.80% | 256.8K | 162.16 | 0.07% |
| 133 | IVV | iShares Core S&... | 599.72 | -1.12% | 435 | 0.00% | 256.08K | 576.82 | 0.07% |
| 134 | FTNT | Fortinet, Inc. | 100.83 | -0.82% | 2.71K | +100.00% | 255.66K | 94.48 | 0.07% |
| 135 | SLV | iShares Silver ... | 32.97 | -0.29% | 9.61K | +29.07% | 253.08K | 22.8 | 0.07% |
| 136 | ITOT | iShares Core S&... | 130.30 | -1.21% | 1.97K | 0.00% | 252.74K | 105.23 | 0.07% |
| 137 | EBAY | eBay Inc. | 77.31 | -0.16% | 3.98K | +0.63% | 246.87K | 65.09 | 0.07% |
| 138 | SUN | Sunoco LP | 53.25 | -1.5% | 4.71K | -0.02% | 242.33K | 56.35 | 0.07% |
| 139 | META | Meta Platforms,... | 682.74 | -1.53% | 407 | 0.00% | 238.3K | 572.44 | 0.06% |
| 140 | PEP | PepsiCo, Inc. | 130.80 | -1.13% | 1.54K | -39.93% | 234.5K | 169.62 | 0.06% |
| 141 | IAU | iShares Gold Tr... | 64.73 | +1.32% | 4.74K | +100.00% | 234.48K | 49.51 | 0.06% |
| 142 | VB | Vanguard Small ... | 229.60 | -1.65% | 970 | +100.00% | 233.07K | 240.28 | 0.06% |
| 143 | IWM | iShares Russell... | 208.90 | -1.82% | 1.01K | +0.80% | 223.39K | 220.89 | 0.06% |
| 144 | KHC | The Kraft Heinz... | 26.09 | -1.4% | 7.25K | -57.02% | 222.62K | 36.18 | 0.06% |
| 145 | IWB | iShares Russell... | 327.76 | -1.17% | 686 | 0.00% | 221K | 314.39 | 0.06% |
| 146 | PULS | PGIM Ultra Shor... | 49.65 | +0.03% | 4.37K | -10.23% | 216.63K | 49.4 | 0.06% |
| 147 | PSTG | Pure Storage, I... | 51.66 | -5.19% | 3.32K | +100.00% | 204.13K | 61.43 | 0.06% |
| 148 | PBI | Pitney Bowes In... | 10.29 | -1.86% | 27.02K | +1.91% | 195.63K | 3.39 | 0.05% |
| 149 | APLD | Applied Digital... | 11.18 | -10.63% | 18.48K | 0.00% | 141.22K | 6.5 | 0.04% |
| 150 | LYG | Lloyds Banking ... | 4.17 | -1.19% | 33.28K | +31.87% | 90.52K | 2.32 | 0.02% |