Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
ISHARES TR (IWY) | 110,935 | +73,488 | $19,438 |
IWY | 110,935 | +73,488 | $19,438 |
ETF SER SOLUTIONS (DSTL) | 357,729 | -5,480 | $17,661 |
DSTL | 357,729 | -5,480 | $17,661 |
ETF SER SOLUTIONS (DSMC) | 407,275 | +225,214 | $14,027 |
DSMC | 407,275 | +225,214 | $14,027 |
DBX ETF TR (DEUS) | 264,007 | +98,586 | $12,571 |
DEUS | 264,007 | +98,586 | $12,571 |
ISHARES TR (HEFA) | 397,337 | +397,337 | $12,520 |
HEFA | 397,337 | +397,337 | $12,520 |
ISHARES TR (DGRO) | 219,049 | +70,942 | $11,789 |
DGRO | 219,049 | +70,942 | $11,789 |
FIDELITY COVINGTON TRUST | 72,790 | +48,485 | $10,456 |
FTEC | 72,790 | +48,485 | $10,456 |
FIRST TR EXCH TRADED FD III (FMHI) | 207,661 | +149,917 | $9,901 |
FMHI | 207,661 | +149,917 | $9,901 |
VANGUARD SCOTTSDALE FDS (VONG) | 126,724 | +126,724 | $9,887 |
VONG | 126,724 | +126,724 | $9,887 |
FIRST TR EXCHANGE TRADED FD (FXN) | 583,062 | +63,661 | $9,731 |
FXN | 583,062 | +63,661 | $9,731 |
DBX ETF TR (SHYL) | 184,205 | +14,092 | $8,173 |
SHYL | 184,205 | +14,092 | $8,173 |
SELECT SECTOR SPDR TR (XLV) | 58,595 | -10,781 | $7,991 |
XLV | 58,595 | -10,781 | $7,991 |
ISHARES TR (IBMR) | 308,717 | +308,717 | $7,903 |
IBMR | 308,717 | +308,717 | $7,903 |
ISHARES TR (IBMQ) | 307,140 | +307,140 | $7,860 |
IBMQ | 307,140 | +307,140 | $7,860 |
ISHARES TR (IBMP) | 307,357 | +307,357 | $7,811 |
IBMP | 307,357 | +307,357 | $7,811 |
JANUS DETROIT STR TR | 154,825 | -70,689 | $7,788 |
JAAA | 154,825 | -70,689 | $7,788 |
ISHARES TR (IBMO) | 304,563 | +304,563 | $7,770 |
IBMO | 304,563 | +304,563 | $7,770 |
FIRST TR EXCH TRD ALPHDX FD (NFTY) | 141,956 | -46,790 | $7,674 |
NFTY | 141,956 | -46,790 | $7,674 |
ETF SER SOLUTIONS (DSTX) | 318,090 | -76,295 | $7,546 |
DSTX | 318,090 | -76,295 | $7,546 |
FIRST TR EXCHANGE TRADED FD (RDVY) | 146,049 | +92,955 | $7,546 |
RDVY | 146,049 | +92,955 | $7,546 |
FIRST TR VALUE LINE DIVID IN (FVD) | 175,283 | -33,685 | $7,109 |
FVD | 175,283 | -33,685 | $7,109 |
ISHARES TR (IQLT) | 177,645 | +67,906 | $6,672 |
IQLT | 177,645 | +67,906 | $6,672 |
SELECT SECTOR SPDR TR (XLE) | 66,331 | -58,693 | $5,561 |
XLE | 66,331 | -58,693 | $5,561 |
VANGUARD INDEX FDS (VOO) | 12,699 | -17,575 | $5,547 |
VOO | 12,699 | -17,575 | $5,547 |
FIRST TR EXCHANGE TRADED FD (FXR) | 78,302 | -10,223 | $5,079 |
FXR | 78,302 | -10,223 | $5,079 |
SELECT SECTOR SPDR TR (XLF) | 128,491 | -22,400 | $4,831 |
XLF | 128,491 | -22,400 | $4,831 |
FIRST TR EXCHANGE TRAD FD VI (FTGC) | 197,388 | +34,846 | $4,429 |
FTGC | 197,388 | +34,846 | $4,429 |
ISHARES TR (SMIN) | 62,174 | +62,174 | $4,339 |
SMIN | 62,174 | +62,174 | $4,339 |
FIRST TR MORNINGSTAR DIVID L (FDL) | 106,005 | -32,135 | $3,803 |
FDL | 106,005 | -32,135 | $3,803 |
TEMA ETF TRUST (HRTS) | 117,831 | +117,831 | $3,693 |
HRTS | 117,831 | +117,831 | $3,693 |
FIRST TR EXCHANGE TRADED FD (FXO) | 84,546 | -14,537 | $3,660 |
FXO | 84,546 | -14,537 | $3,660 |
APPLE INC | 18,363 | +193 | $3,536 |
AAPL | 18,363 | +193 | $3,536 |
PIMCO ETF TR (SMMU) | 67,651 | +41,524 | $3,384 |
SMMU | 67,651 | +41,524 | $3,384 |
ISHARES TR (IJH) | 11,547 | -142 | $3,200 |
IJH | 11,547 | -142 | $3,200 |
FIRST TR NAS100 EQ WEIGHTED (QQEW) | 26,466 | +26,466 | $3,108 |
QQEW | 26,466 | +26,466 | $3,108 |
PGIM ETF TR (PULS) | 62,337 | +62,337 | $3,079 |
PULS | 62,337 | +62,337 | $3,079 |
CAPITAL GRP FIXED INCM ETF T (CGMS) | 109,146 | +10,819 | $2,946 |
CGMS | 109,146 | +10,819 | $2,946 |
FIDELITY MERRIMACK STR TR | 63,312 | +6,694 | $2,915 |
FBND | 63,312 | +6,694 | $2,915 |
FIRST TR EXCHNG TRADED FD VI (UCON) | 117,383 | +11,634 | $2,904 |
UCON | 117,383 | +11,634 | $2,904 |
FIRST TR EXCHANGE TRADED FD (EMLP) | 89,552 | -124,129 | $2,480 |
EMLP | 89,552 | -124,129 | $2,480 |
SPDR DOW JONES INDL AVERAGE (DIA) | 5,830 | -11,525 | $2,197 |
DIA | 5,830 | -11,525 | $2,197 |
SPDR SER TR (ONEY) | 21,215 | -20,018 | $2,137 |
ONEY | 21,215 | -20,018 | $2,137 |
CAPITAL GRP FIXED INCM ETF T (CGMU) | 77,672 | +4,628 | $2,103 |
CGMU | 77,672 | +4,628 | $2,103 |
J P MORGAN EXCHANGE TRADED F (JMUB) | 36,135 | +36,135 | $1,841 |
JMUB | 36,135 | +36,135 | $1,841 |
BOEING CO | 6,979 | -1,385 | $1,819 |
BA | 6,979 | -1,385 | $1,819 |
ISHARES TR (EMB) | 17,180 | -13,135 | $1,530 |
EMB | 17,180 | -13,135 | $1,530 |
MICROSOFT CORP | 3,990 | +198 | $1,500 |
MSFT | 3,990 | +198 | $1,500 |
CLEVELAND CLIFFS INC NEW | 72,304 | -11,687 | $1,476 |
CLF | 72,304 | -11,687 | $1,476 |
SCHLUMBERGER LTD | 24,249 | +1,415 | $1,262 |
SLB | 24,249 | +1,415 | $1,262 |
BROADCOM INC | 1,129 | -27 | $1,260 |
AVGO | 1,129 | -27 | $1,260 |
DBX ETF TR (DEEF) | 43,024 | -52,571 | $1,228 |
DEEF | 43,024 | -52,571 | $1,228 |
FIRST TR EXCH TRADED FD III (FMB) | 23,479 | -34,132 | $1,213 |
FMB | 23,479 | -34,132 | $1,213 |
AMAZON COM INC | 7,868 | -355 | $1,195 |
AMZN | 7,868 | -355 | $1,195 |
PROLOGIS INC. | 8,681 | +1,231 | $1,157 |
PLD | 8,681 | +1,231 | $1,157 |
NETFLIX INC | 2,105 | +83 | $1,025 |
NFLX | 2,105 | +83 | $1,025 |
JPMORGAN CHASE & CO | 5,954 | +326 | $1,013 |
JPM | 5,954 | +326 | $1,013 |
J P MORGAN EXCHANGE TRADED F (JAVA) | 16,841 | +16,841 | $937 |
JAVA | 16,841 | +16,841 | $937 |
TOTALENERGIES SE | 13,524 | +133 | $911 |
TTE | 13,524 | +133 | $911 |
EAST WEST BANCORP INC | 12,180 | -8 | $876 |
EWBC | 12,180 | -8 | $876 |
MERCK & CO INC | 7,636 | +963 | $832 |
MRK | 7,636 | +963 | $832 |
BANK AMERICA CORP | 24,339 | +2,684 | $819 |
BAC | 24,339 | +2,684 | $819 |
ALPHABET INC | 5,718 | +984 | $799 |
GOOGL | 5,718 | +984 | $799 |
GROUP 1 AUTOMOTIVE INC | 2,476 | +211 | $754 |
GPI | 2,476 | +211 | $754 |
WALMART INC | 4,780 | +168 | $754 |
WMT | 4,780 | +168 | $754 |
FIRST TR EXCHANGE TRADED FD (SDVY) | 21,571 | +21,571 | $707 |
SDVY | 21,571 | +21,571 | $707 |
BLACKROCK INC | 848 | +104 | $688 |
BLK | 848 | +104 | $688 |
SCHWAB CHARLES CORP | 9,439 | -1,539 | $649 |
SCHW | 9,439 | -1,539 | $649 |
HSBC HLDGS PLC | 15,957 | +620 | $647 |
HSBC | 15,957 | +620 | $647 |
METLIFE INC | 9,742 | +613 | $644 |
MET | 9,742 | +613 | $644 |
FISERV INC | 4,843 | +4,843 | $643 |
FI | 4,843 | +4,843 | $643 |
COMCAST CORP NEW | 14,259 | +3,556 | $625 |
CMCSA | 14,259 | +3,556 | $625 |
PITNEY BOWES INC | 137,724 | -155 | $606 |
PBI | 137,724 | -155 | $606 |
TAIWAN SEMICONDUCTOR MFG LTD | 5,621 | +773 | $585 |
TSM | 5,621 | +773 | $585 |
ALEXANDRIA REAL ESTATE EQ IN | 4,606 | +2,476 | $584 |
ARE | 4,606 | +2,476 | $584 |
SALESFORCE INC | 2,206 | +659 | $580 |
CRM | 2,206 | +659 | $580 |
AIRBNB INC | 4,249 | +895 | $578 |
ABNB | 4,249 | +895 | $578 |
BP PLC | 16,113 | -983 | $570 |
BP | 16,113 | -983 | $570 |
PIMCO ACCESS INCOME FUND (PAXS) | 39,750 | UNCH | $568 |
PAXS | 39,750 | UNCH | $568 |
T MOBILE US INC | 3,538 | +614 | $567 |
TMUS | 3,538 | +614 | $567 |
BOSTON SCIENTIFIC CORP | 9,738 | +1,547 | $563 |
BSX | 9,738 | +1,547 | $563 |
CUMMINS INC | 2,345 | +590 | $562 |
CMI | 2,345 | +590 | $562 |
CVS HEALTH CORP | 7,067 | +608 | $558 |
CVS | 7,067 | +608 | $558 |
FIDELITY COVINGTON TRUST | 12,390 | -79,017 | $552 |
FCOM | 12,390 | -79,017 | $552 |
INTERNATIONAL FLAVORS&FRAGRA | 6,814 | +1,571 | $552 |
IFF | 6,814 | +1,571 | $552 |
TJX COS INC NEW | 5,793 | -273 | $543 |
TJX | 5,793 | -273 | $543 |
FIRST INDL RLTY TR INC | 10,094 | +4,196 | $532 |
FR | 10,094 | +4,196 | $532 |
CISCO SYS INC | 10,431 | +662 | $527 |
CSCO | 10,431 | +662 | $527 |
VISA INC | 2,023 | +616 | $527 |
V | 2,023 | +616 | $527 |
FIDELITY COVINGTON TRUST | 8,128 | -819 | $526 |
FHLC | 8,128 | -819 | $526 |
FREEPORT MCMORAN INC | 12,326 | +1,653 | $525 |
FCX | 12,326 | +1,653 | $525 |
OLIN CORP | 9,620 | +2,258 | $519 |
OLN | 9,620 | +2,258 | $519 |
KRAFT HEINZ CO | 13,717 | +3,617 | $507 |
KHC | 13,717 | +3,617 | $507 |
INVESCO QQQ TR | 1,231 | UNCH | $504 |
QQQ | 1,231 | UNCH | $504 |
BALL CORP | 8,700 | +1,400 | $500 |
BALL | 8,700 | +1,400 | $500 |
NXP SEMICONDUCTORS N V | 2,156 | +2,156 | $495 |
NXPI | 2,156 | +2,156 | $495 |
KLA CORP | 844 | +231 | $491 |
KLAC | 844 | +231 | $491 |
DISNEY WALT CO | 5,428 | +1,542 | $490 |
DIS | 5,428 | +1,542 | $490 |
MEDTRONIC PLC | 5,809 | +2,785 | $479 |
MDT | 5,809 | +2,785 | $479 |
NISOURCE INC | 18,015 | +8,551 | $478 |
NI | 18,015 | +8,551 | $478 |
MARVELL TECHNOLOGY INC | 7,897 | +3,699 | $476 |
MRVL | 7,897 | +3,699 | $476 |
CHEVRON CORP NEW | 3,184 | -542 | $475 |
CVX | 3,184 | -542 | $475 |
PNC FINL SVCS GROUP INC | 2,965 | +2,965 | $459 |
PNC | 2,965 | +2,965 | $459 |
AVERY DENNISON CORP | 2,199 | +2,199 | $445 |
AVY | 2,199 | +2,199 | $445 |
PEPSICO INC | 2,590 | -133 | $440 |
PEP | 2,590 | -133 | $440 |
COCA COLA CO | 7,299 | +5 | $430 |
KO | 7,299 | +5 | $430 |
ASTRAZENECA PLC | 6,240 | +98 | $420 |
AZN | 6,240 | +98 | $420 |
SPDR SER TR (SPTM) | 7,048 | UNCH | $412 |
SPTM | 7,048 | UNCH | $412 |
FIRST TRUST LRGCP GWT ALPHAD (FTC) | 3,170 | -680 | $347 |
FTC | 3,170 | -680 | $347 |
FIDELITY COVINGTON TRUST | 4,216 | UNCH | $333 |
FDIS | 4,216 | UNCH | $333 |
UNITEDHEALTH GROUP INC | 630 | -114 | $332 |
UNH | 630 | -114 | $332 |
CONAGRA BRANDS INC | 11,054 | -1,894 | $317 |
CAG | 11,054 | -1,894 | $317 |
VANGUARD ADMIRAL FDS INC (VIOG) | 2,863 | +2,863 | $308 |
VIOG | 2,863 | +2,863 | $308 |
MCDONALDS CORP | 991 | +23 | $294 |
MCD | 991 | +23 | $294 |
TRACTOR SUPPLY CO | 1,367 | +1,367 | $294 |
TSCO | 1,367 | +1,367 | $294 |
ENTERPRISE PRODS PARTNERS L | 10,822 | -37 | $285 |
EPD | 10,822 | -37 | $285 |
SPDR S&P 500 ETF TR (SPY) | 583 | UNCH | $277 |
SPY | 583 | UNCH | $277 |
EOG RES INC | 2,124 | +466 | $257 |
EOG | 2,124 | +466 | $257 |
ISHARES TR (ITB) | 2,529 | +2,529 | $257 |
ITB | 2,529 | +2,529 | $257 |
FIDELITY COVINGTON TRUST | 4,175 | UNCH | $256 |
FIDU | 4,175 | UNCH | $256 |
ISHARES GOLD TR (IAU) | 6,560 | UNCH | $256 |
IAU | 6,560 | UNCH | $256 |
ISHARES TR (MUB) | 2,212 | +2,212 | $238 |
MUB | 2,212 | +2,212 | $238 |
NUSTAR ENERGY LP | 12,461 | -4,381 | $233 |
NS | 12,461 | -4,381 | $233 |
EATON CORP PLC | 892 | +892 | $215 |
ETN | 892 | +892 | $215 |
ISHARES SILVER TR (SLV) | 9,847 | +9,847 | $214 |
SLV | 9,847 | +9,847 | $214 |
PFIZER INC | 7,299 | -9,891 | $210 |
PFE | 7,299 | -9,891 | $210 |
ISHARES TR (IEO) | 2,263 | +2,263 | $209 |
IEO | 2,263 | +2,263 | $209 |
ISHARES TR (ITOT) | 1,965 | +1,965 | $207 |
ITOT | 1,965 | +1,965 | $207 |
CITIZENS FINL GROUP INC | 6,029 | +6,029 | $203 |
CFG | 6,029 | +6,029 | $203 |
PIMCO DYNAMIC INCOME OPRNTS | 12,500 | UNCH | $153 |
PDO | 12,500 | UNCH | $153 |
LLOYDS BANKING GROUP PLC | 27,779 | -27 | $66 |
LYG | 27,779 | -27 | $66 |
PURPLE INNOVATION INC | 49,263 | +0 | $51 |
PRPL | 49,263 | UNCH | $51 |
FISERV INC | $0 (exited) | ||
FISV | 0 | -4,448 | $0 |
FIDELITY COVINGTON TRUST | $0 (exited) | ||
FSTA | 0 | -57,504 | $0 |
FIRST TR EXCHANGE TRADED FD | $0 (exited) | ||
FXZ | 0 | -98,398 | $0 |
ISHARES TR | $0 (exited) | ||
IHI | 0 | -23,880 | $0 |
J P MORGAN EXCHANGE TRADED F | $0 (exited) | ||
JPEM | 0 | -86,680 | $0 |
NXU INC | $0 (exited) | ||
NXU | 0 | -20,527 | $0 |
PROCTER AND GAMBLE CO | $0 (exited) | ||
PG | 0 | -2,756 | $0 |
RTX CORPORATION | $0 (exited) | ||
RTX | 0 | -3,681 | $0 |
THERMO FISHER SCIENTIFIC INC | 0 | -540 | $0 (exited) |
TMO | 0 | -540 | $0 |
See Summary: Crumly & Associates Inc. Top Holdings
See Details: Top 10 Stocks Held By Crumly & Associates Inc.
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
HEFA | +397,337 | +$12,520 |
VONG | +126,724 | +$9,887 |
IBMR | +308,717 | +$7,903 |
IBMQ | +307,140 | +$7,860 |
IBMP | +307,357 | +$7,811 |
IBMO | +304,563 | +$7,770 |
SMIN | +62,174 | +$4,339 |
HRTS | +117,831 | +$3,693 |
QQEW | +26,466 | +$3,108 |
PULS | +62,337 | +$3,079 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
FXZ | -98,398 | -$6,202 |
JPEM | -86,680 | -$4,366 |
FSTA | -57,504 | -$2,449 |
IHI | -23,880 | -$1,158 |
FISV | -4,448 | -$502 |
PG | -2,756 | -$402 |
TMO | -540 | -$273 |
RTX | -3,681 | -$265 |
NXU | -20,527 | -$4 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
DSMC | +225,214 | +$8,444 |
FMHI | +149,917 | +$7,298 |
DEUS | +98,586 | +$5,449 |
RDVY | +92,955 | +$5,106 |
IWY | +73,488 | +$13,678 |
DGRO | +70,942 | +$4,453 |
IQLT | +67,906 | +$2,984 |
FXN | +63,661 | +$683 |
FTEC | +48,485 | +$7,468 |
SMMU | +41,524 | +$2,105 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
EMLP | -124,129 | -$3,165 |
FCOM | -79,017 | -$3,078 |
DSTX | -76,295 | -$1,007 |
JAAA | -70,689 | -$3,562 |
XLE | -58,693 | -$5,740 |
DEEF | -52,571 | -$1,256 |
NFTY | -46,790 | -$1,507 |
FMB | -34,132 | -$1,603 |
FVD | -33,685 | -$704 |
Size ($ in 1000's)
At 12/31/2023: $347,996 At 09/30/2023: $254,620 Crumly & Associates Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Crumly & Associates Inc. 13F filings. Link to 13F filings: SEC filings |