Crumly & Associates Inc.

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 1, 2024), Crumly & Associates Inc. reported 131 stock positions worth $380.3 million. Its top holding was Distillate US Fundamental St (DSTL) at 5.0% of the portfolio, followed by First Trust Rising Dividend (RDVY, 5.0%) and Isha Curr Hedged MSCI Eafe (HEFA, 4.9%). Compared with Q4 2023, it opened 6 new positions, sold out of 2, added to 44 and reduced 63. The biggest buy was First TR Nasdaq-100 Sel Eq (QQEW, shares +391%) and the biggest sale iShares Russell Top 200 Grow (IWY, shares −58%).

Most Recent 13F
Q2 2026
Location
SPRINGFIELD, IL
CIK
0001759578
Portfolio Value
$380.3M (Q1 2024)
SEC Filing
0001759578-24-000003 ↗ filed May 1, 2024

Holdings Value

0$200.0M$400.0M$600.0M Q1 2024: $380.3M $380.3M Q1 2024 Q2 2024: $347.3M Q2 2024 Q3 2024: $361.9M Q3 2024 Q4 2024: $367.2M Q4 2024 Q1 2025: $362.2M Q1 2025 Q2 2025: $410.8M Q2 2025 Q3 2025: $457.3M Q3 2025 Q4 2025: $476.7M Q4 2025 Q1 2026: $475.9M Q1 2026 Q2 2026: $522.1M Q2 2026

Holdings 131 stocks · $380.3M
DSTL Distillate US Fundamental St 5.03% 355,122 $19.1M Reduce -0.7%
RDVY First Trust Rising Dividend 5.03% 340,432 $19.1M Add +133.1%
HEFA Isha Curr Hedged MSCI Eafe 4.89% 532,745 $18.6M Add +34.1%
QQEW First TR Nasdaq-100 Sel Eq 4.24% 130,065 $16.1M Add +391.4%
DGRO iShares Core Dividend Growth 4.24% 277,538 $16.1M Add +26.7%
JAVA JPMorgan Active Value ETF 3.54% 224,635 $13.5M Add +1233.9%
DSMC Distillate S/M Cash Flow ETF 3.39% 348,242 $12.9M Reduce -14.5%
DEUS Xtrackers Russell US Multi 3.10% 226,076 $11.8M Reduce -14.4%
FTEC Fidelity MSCI Info Tech Indx 2.99% 73,064 $11.4M Add +0.4%
FXN First Trust Energy Alphadex 2.85% 579,454 $10.9M Reduce -0.6%
DSTX Distillate International Fun 2.61% 405,852 $9.9M Add +27.6%
IWY iShares Russell Top 200 Grow 2.38% 46,465 $9.1M Reduce -58.1%
FMHI First Trust Municipal High I 2.34% 185,042 $8.9M Reduce -10.9%
NFTY First Trust India Nifty 50 E 2.12% 141,757 $8.1M Reduce -0.1%
JAAA Janus Henderson Aaa Clo ETF 2.08% 156,165 $7.9M Add +0.9%
SHYL Xtrackers SHRT Dur High Yiel 2.06% 175,816 $7.8M Reduce -4.5%
FVD First Trust Value Line DVD 1.94% 174,693 $7.4M Reduce -0.3%
VONG Vanguard Russell 1000 Growth 1.86% 81,517 $7.1M Reduce -35.7%
IQLT iShares MSCI International Q 1.82% 174,333 $6.9M Reduce -1.9%
SDVY First Trust Smid Cap Rising 1.71% 186,356 $6.5M Add +763.9%
IBMR iShares Ibonds Dec 2029 M BD 1.61% 242,851 $6.1M Reduce -21.3%
IBMQ iShares Ibonds Dec 2028 Muni 1.60% 240,191 $6.1M Reduce -21.8%
IBMP iShares Ibonds Dec 2027 Term 1.59% 240,269 $6.0M Reduce -21.8%
XLE SS Energy Select Sector 1.57% 63,406 $6.0M Reduce -4.4%
FCOM Fidelity MSCI Comm Serv Indx 1.56% 119,369 $5.9M Add +863.4%
VOO Vanguard S&P 500 ETF 1.56% 12,305 $5.9M Reduce -3.1%
IBMO iShares Ibonds Dec 2026 Term 1.52% 227,826 $5.8M Reduce -25.2%
SMIN iShares MSCI India Small-Cap 1.19% 64,622 $4.5M Add +3.9%
HRTS Tema Heart & Health ETF 1.15% 127,827 $4.4M New
IJH iShares Core S&P Midcap ETF 0.90% 56,373 $3.4M Reduce -2.4%
SMMU PIMCO SHRT TRM Muni BND ETF 0.88% 66,798 $3.3M Reduce -1.3%
PULS Pgim Ultra Short Bond ETF 0.87% 66,843 $3.3M Add +7.2%
CGMU Cap Group Municipal Income 0.86% 120,541 $3.3M Add +55.2%
AAPL Apple Inc. 0.85% 18,932 $3.2M Add +3.1%
XLV SS Health Care Select Sector 0.77% 19,731 $2.9M Reduce -66.3%
UCON First Trust Smith Unconstrai 0.74% 114,688 $2.8M Reduce -2.3%
FXR First Trust Indst/Producers 0.74% 38,607 $2.8M Reduce -50.7%
FBND Fidelity Total Bond ETF 0.74% 61,959 $2.8M Reduce -2.1%
CGMS Cap Group US Multi-Sect Bond 0.74% 103,546 $2.8M Reduce -5.1%
EMLP First Trust North American E 0.64% 82,886 $2.4M Reduce -7.4%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.61% 5,830 $2.3M No change
FMB First Trust Managed Municipa 0.57% 42,280 $2.2M Add +80.1%
ONEY SS SPDR R1000 Yield Foc ETF 0.57% 19,948 $2.2M Reduce -6.0%
FXO First Trust Financial Alphad 0.55% 43,831 $2.1M Reduce -48.2%
XLF SS Financial Select Sector 0.55% 49,260 $2.1M Reduce -61.7%
JMUB JPMorgan Municipal ETF 0.49% 36,644 $1.9M Add +1.4%
MSFT Microsoft Corp. 0.45% 4,049 $1.7M Add +1.5%
CLF Cleveland-Cliffs Inc. 0.41% 69,340 $1.6M Reduce -4.1%
FDL First Trust Morn DVD Lead Inc. 0.40% 39,901 $1.5M Reduce -62.4%
AVGO Broadcom Inc. 0.39% 1,113 $1.5M Reduce -1.4%
EMB iShares JP Morgan Usd Emergi 0.37% 15,678 $1.4M Reduce -8.7%
BA The Boeing Co. 0.35% 6,979 $1.3M No change
AMZN Amazon.com Inc. 0.35% 7,456 $1.3M Reduce -5.2%
NFLX Netflix Inc. 0.33% 2,097 $1.3M Reduce -0.4%
DEEF Xtrack Ftse Dev Ex US Multi 0.32% 41,648 $1.2M Reduce -3.2%
JPM JPMorgan Chase & Co. 0.31% 5,931 $1.2M Reduce -0.4%
PLD Prologis Inc. 0.30% 8,627 $1.1M Reduce -0.6%
MRK Merck & Co. Inc. 0.27% 7,691 $1.0M Add +0.7%
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.25% 17,575 $963K Reduce -27.5%
EWBC East West Bancorp Inc. 0.25% 11,963 $946K Reduce -1.8%
MUB iShares National Muni Bond E 0.24% 8,644 $930K New
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.24% 24,219 $918K Reduce -0.5%
TTE Totalenergies SE -Spon ADR 0.24% 13,085 $901K Reduce -3.3%
GOOGL Alphabet Inc. Class A 0.23% 5,734 $865K Add +0.3%
WMT Walmart Inc. 0.23% 14,372 $865K Add +0.2%
FISV Fiserv Inc. 0.20% 4,829 $772K Reduce -0.3%
TSM Taiwan Semiconductor-SP ADR 0.20% 5,616 $764K Reduce -0.1%
GPI Group 1 Automotive Inc. 0.19% 2,497 $730K Add +0.8%
MET Metlife Inc. 0.19% 9,743 $722K Add +0.0%
BLK BlackRock Finance Inc. 0.19% 845 $704K Reduce -0.3%
CMI Cummins Inc. 0.18% 2,342 $690K Reduce -0.1%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.18% 5,478 $670K Add +0.9%
SCHW Schwab (charles) Corp. 0.18% 9,217 $667K Reduce -2.4%
LLY Eli Lilly & Co. 0.18% 857 $667K New
CRM Salesforce Inc. 0.17% 2,197 $662K Reduce -0.4%
BSX Boston Scientific Corp. 0.17% 9,582 $656K Reduce -1.6%
ABNB Airbnb Inc. Class A 0.17% 3,878 $640K Reduce -8.7%
IEO iShares U.S. Oil & Gas Explo 0.17% 5,866 $627K New
PAXS PIMCO Access Income Fund 0.16% 39,750 $625K No change
CMCSA Comcast Corp. Class A 0.16% 14,303 $620K Add +0.3%
HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC 0.16% 15,683 $617K Reduce -1.7%
PBI Pitney Bowes Inc. 0.16% 138,705 $601K Add +0.7%
BP BP PLC-Spons ADR 0.16% 15,880 $598K Reduce -1.4%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.15% 5,802 $588K Add +0.2%
IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA 0.15% 6,826 $587K Add +0.2%
KLAC KLA Corp. 0.15% 840 $587K Reduce -0.5%
FCX Freeport-McMoran Inc. 0.15% 12,473 $586K Add +1.2%
ARE Alexandria Real Estate Equit 0.15% 4,527 $584K Reduce -1.7%
TMUS T-Mobile US Inc. 0.15% 3,573 $583K Add +1.0%
BALL Ball Corp. 0.15% 8,563 $577K Reduce -1.6%
OLN Olin Corp. 0.15% 9,656 $568K Add +0.4%
MRVL Marvell Technology Inc. 0.15% 8,004 $567K Add +1.4%
V Visa Inc. Class A 0.15% 2,032 $567K Add +0.4%
FHLC Fidelity MSCI Health Care 0.15% 8,128 $567K No change
CVX Chevron Corp. 0.14% 3,482 $549K Add +9.4%
EOG EOG Resources Inc. 0.14% 4,283 $548K Add +101.7%
QQQ Invesco QQQ Trust Series 1 0.14% 1,231 $547K No change
NXPI NXP Semiconductors NV 0.14% 2,170 $538K Add +0.7%
CSCO Cisco Systems Inc. 0.14% 10,651 $532K Add +2.1%
FR First Industrial Realty TR 0.14% 10,054 $528K Reduce -0.4%
NI Nisource Inc. 0.14% 18,581 $514K Add +3.1%
MDT Medtronic PLC 0.13% 5,809 $506K No change
KHC The Kraft Heinz Co. 0.13% 13,624 $503K Reduce -0.7%
AVY Avery Dennison Corp. 0.13% 2,198 $491K Reduce -0.1%
AXP American Express Co. 0.13% 2,136 $486K New
PEP Pepsico Inc. 0.13% 2,726 $477K Add +5.3%
KO The Coca-Cola Co. 0.12% 7,750 $474K Add +6.2%
PNC PNC Financial Services Group 0.12% 2,931 $474K Reduce -1.1%
SPTM SS SPDR P S&P 1500 Comp ETF 0.12% 7,048 $452K No change
TSCO Tractor Supply Company 0.12% 1,685 $441K Add +23.3%
AZN Astrazeneca PLC-Spons ADR 0.11% 6,438 $436K Add +3.2%
ETN Eaton Corp. PLC 0.10% 1,172 $366K Add +31.4%
FDIS Fidelity MSCI Cons Discr Ind 0.09% 4,216 $348K No change
CAG Conagra Brands Inc. 0.09% 11,558 $343K Add +4.6%
FTC First Trust Large Cap Growth 0.09% 2,676 $330K Reduce -15.6%
EPD Enterprise Products Partners 0.08% 10,822 $316K No change
UNH Unitedhealth Group Inc. 0.08% 620 $307K Reduce -1.6%
SPY SS SPDR S&P 500 ETF Trust-US 0.08% 583 $305K No change
FTGC First Trust Global Tactical 0.08% 12,347 $293K Reduce -93.7%
ITB iShares U.S. Home Constructi 0.08% 2,529 $293K No change
NS Nustar Energy LP 0.08% 12,385 $288K Reduce -0.6%
FIDU Fidelity MSCI Indust Indx 0.07% 4,175 $283K No change
IAU iShares Gold Trust 0.07% 6,560 $276K No change
MCD McDonald's Corp. 0.07% 879 $248K Reduce -11.3%
ITOT iShares Core S&P Total U.S. 0.06% 1,965 $227K No change
SLV iShares Silver Trust 0.06% 9,847 $224K No change
PFE Pfizer Inc. 0.06% 7,997 $222K Add +9.6%
CFG Citizens Financial Group 0.06% 6,029 $219K New
PDO PIMCO Dynamic Income Opport 0.04% 12,500 $165K No change
PRPL Purple Innovation Inc. 0.02% 49,263 $86K No change
LYG Lloyds Banking Group PLC-ADR 0.02% 27,779 $72K No change

Portfolio Sells Q4 2023 → Q1 2024
IWY iShares Russell Top 200 Grow Reduce -58.1% 2.38% −3.27
XLV SS Health Care Select Sector Reduce -66.3% 0.77% −1.56
FTGC First Trust Global Tactical Reduce -93.7% 0.08% −1.21
VONG Vanguard Russell 1000 Growth Reduce -35.7% 1.86% −1.02
XLF SS Financial Select Sector Reduce -61.7% 0.55% −0.86
IBMO iShares Ibonds Dec 2026 Term Reduce -25.2% 1.52% −0.74
FXR First Trust Indst/Producers Reduce -50.7% 0.74% −0.74
FDL First Trust Morn DVD Lead Inc. Reduce -62.4% 0.40% −0.70
DSMC Distillate S/M Cash Flow ETF Reduce -14.5% 3.39% −0.70
IBMQ iShares Ibonds Dec 2028 Muni Reduce -21.8% 1.60% −0.69
IBMR iShares Ibonds Dec 2029 M BD Reduce -21.3% 1.61% −0.69
IBMP iShares Ibonds Dec 2027 Term Reduce -21.8% 1.59% −0.68
DEUS Xtrackers Russell US Multi Reduce -14.4% 3.10% −0.56
FMHI First Trust Municipal High I Reduce -10.9% 2.34% −0.54
FXO First Trust Financial Alphad Reduce -48.2% 0.55% −0.52
SHYL Xtrackers SHRT Dur High Yiel Reduce -4.5% 2.06% −0.32
CVS CVS Health Corp. Sold out 0.00% −0.16
FVD First Trust Value Line DVD Reduce -0.3% 1.94% −0.13
IQLT iShares MSCI International Q Reduce -1.9% 1.82% −0.12
CGMS Cap Group US Multi-Sect Bond Reduce -5.1% 0.74% −0.12
SLB SLB Ltd. Reduce -27.5% 0.25% −0.11
FBND Fidelity Total Bond ETF Reduce -2.1% 0.74% −0.11
NFTY First Trust India Nifty 50 E Reduce -0.1% 2.12% −0.11
SMMU PIMCO SHRT TRM Muni BND ETF Reduce -1.3% 0.88% −0.11
DSTL Distillate US Fundamental St Reduce -0.7% 5.03% −0.11
UCON First Trust Smith Unconstrai Reduce -2.3% 0.74% −0.10
VIOG Vanguard S&P SM Cap 600 GRW Sold out 0.00% −0.09
EMLP First Trust North American E Reduce -7.4% 0.64% −0.08
EMB iShares JP Morgan Usd Emergi Reduce -8.7% 0.37% −0.08
VOO Vanguard S&P 500 ETF Reduce -3.1% 1.56% −0.06
ONEY SS SPDR R1000 Yield Foc ETF Reduce -6.0% 0.57% −0.05
XLE SS Energy Select Sector Reduce -4.4% 1.57% −0.04
PLD Prologis Inc. Reduce -0.6% 0.30% −0.04
DEEF Xtrack Ftse Dev Ex US Multi Reduce -3.2% 0.32% −0.03
IJH iShares Core S&P Midcap ETF Reduce -2.4% 0.90% −0.03
TTE Totalenergies SE -Spon ADR Reduce -3.3% 0.24% −0.03
HSBC HSBC Holdings PLC-Spons ADR Reduce -1.7% 0.16% −0.03
MCD McDonald's Corp. Reduce -11.3% 0.07% −0.02
ARE Alexandria Real Estate Equit Reduce -1.7% 0.15% −0.02
UNH Unitedhealth Group Inc. Reduce -1.6% 0.08% −0.02
FR First Industrial Realty TR Reduce -0.4% 0.14% −0.02
KHC The Kraft Heinz Co. Reduce -0.7% 0.13% −0.02
BLK BlackRock Finance Inc. Reduce -0.3% 0.19% −0.02
CLF Cleveland-Cliffs Inc. Reduce -4.1% 0.41% −0.02
FTC First Trust Large Cap Growth Reduce -15.6% 0.09% −0.01
SCHW Schwab (charles) Corp. Reduce -2.4% 0.18% −0.01
PNC PNC Financial Services Group Reduce -1.1% 0.12% −0.01
BP BP PLC-Spons ADR Reduce -1.4% 0.16% −0.01
EWBC East West Bancorp Inc. Reduce -1.8% 0.25% −0.01
AVY Avery Dennison Corp. Reduce -0.1% 0.13% −0.00

Portfolio Buys Q4 2023 → Q1 2024
QQEW First TR Nasdaq-100 Sel Eq Add +391.4% 4.24% +3.33
JAVA JPMorgan Active Value ETF Add +1233.9% 3.54% +3.26
RDVY First Trust Rising Dividend Add +133.1% 5.03% +2.83
SDVY First Trust Smid Cap Rising Add +763.9% 1.71% +1.50
FCOM Fidelity MSCI Comm Serv Indx Add +863.4% 1.56% +1.39
HEFA Isha Curr Hedged MSCI Eafe Add +34.1% 4.89% +1.24
HRTS Tema Heart & Health ETF New 1.15% +1.15
DGRO iShares Core Dividend Growth Add +26.7% 4.24% +0.81
DSTX Distillate International Fun Add +27.6% 2.61% +0.42
MUB iShares National Muni Bond E New 0.24% +0.24
CGMU Cap Group Municipal Income Add +55.2% 0.86% +0.24
FMB First Trust Managed Municipa Add +80.1% 0.57% +0.22
LLY Eli Lilly & Co. New 0.18% +0.18
IEO iShares U.S. Oil & Gas Explo New 0.17% +0.17
AXP American Express Co. New 0.13% +0.13
EOG EOG Resources Inc. Add +101.7% 0.14% +0.07
CFG Citizens Financial Group New 0.06% +0.06
ETN Eaton Corp. PLC Add +31.4% 0.10% +0.03
DIS The Walt Disney Co. Add +0.9% 0.18% +0.03
TSCO Tractor Supply Company Add +23.3% 0.12% +0.03
MRK Merck & Co. Inc. Add +0.7% 0.27% +0.02
MSFT Microsoft Corp. Add +1.5% 0.45% +0.01
MRVL Marvell Technology Inc. Add +1.4% 0.15% +0.01
WMT Walmart Inc. Add +0.2% 0.23% +0.01
CVX Chevron Corp. Add +9.4% 0.14% +0.01
MET Metlife Inc. Add +0.0% 0.19% +0.00
FCX Freeport-McMoran Inc. Add +1.2% 0.15% +0.00
KO The Coca-Cola Co. Add +6.2% 0.12% −0.00
OLN Olin Corp. Add +0.4% 0.15% −0.00
CAG Conagra Brands Inc. Add +4.6% 0.09% −0.00
PEP Pepsico Inc. Add +5.3% 0.13% −0.00
NXPI NXP Semiconductors NV Add +0.7% 0.14% −0.00
PFE Pfizer Inc. Add +9.6% 0.06% −0.00
TJX TJX Companies Inc. Add +0.2% 0.15% −0.00
NI Nisource Inc. Add +3.1% 0.14% −0.00
V Visa Inc. Class A Add +0.4% 0.15% −0.00
GOOGL Alphabet Inc. Class A Add +0.3% 0.23% −0.00
IFF Intl Flavors & Fragrances Add +0.2% 0.15% −0.01
AZN Astrazeneca PLC-Spons ADR Add +3.2% 0.11% −0.01
TMUS T-Mobile US Inc. Add +1.0% 0.15% −0.01
CSCO Cisco Systems Inc. Add +2.1% 0.14% −0.01
PBI Pitney Bowes Inc. Add +0.7% 0.16% −0.02
CMCSA Comcast Corp. Class A Add +0.3% 0.16% −0.02
PULS Pgim Ultra Short Bond ETF Add +7.2% 0.87% −0.02
GPI Group 1 Automotive Inc. Add +0.8% 0.19% −0.03
JMUB JPMorgan Municipal ETF Add +1.4% 0.49% −0.05
FTEC Fidelity MSCI Info Tech Indx Add +0.4% 2.99% −0.05
SMIN iShares MSCI India Small-Cap Add +3.9% 1.19% −0.07
AAPL Apple Inc. Add +3.1% 0.85% −0.18
JAAA Janus Henderson Aaa Clo ETF Add +0.9% 2.08% −0.18

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 194$522.1MHEFA, RDVY, JGRO, DSTL, DSTX
Q1 2026 200$475.9MHEFA, JGRO, RDVY, DSTL, DSTX
Q4 2025 203$476.7MJGRO, RDVY, DSTL, HEFA, SDVY
Q3 2025 193$457.3MJGRO, RDVY, DSTL, HEFA, MGV
Q2 2025 159$410.8MJGRO, RDVY, DSTL, JPST, HEFA
Q1 2025 167$362.2MJGRO, RDVY, DSTL, HEFA, MGV
Q4 2024 155$367.2MRDVY, DSTL, VONG, DGRO, HEFA
Q3 2024 148$361.9MRDVY, DSTL, HEFA, DGRO, VONG
Q2 2024 137$347.3MRDVY, HEFA, DSTL, QQEW, DGRO
Q1 2024 131$380.3MDSTL, RDVY, HEFA, QQEW, DGRO