Crumly & Associates Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 3, 2025), Crumly & Associates Inc. reported 155 stock positions worth $367.2 million. Its top holding was First Trust Rising Dividend (RDVY) at 5.4% of the portfolio, followed by Distillate US Fundamental St (DSTL, 5.0%) and Vanguard Russell 1000 Growth (VONG, 4.3%). Compared with Q3 2024, it opened 10 new positions, sold out of 3, added to 50 and reduced 73. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +73%) and the biggest sale Vanguard S&P SM Cap 600 GRW (VIOG, shares −92%).
- Most Recent 13F
- Q2 2026
- Location
- SPRINGFIELD, IL
- CIK
- 0001759578
- Portfolio Value
- $367.2M (Q4 2024)
- SEC Filing
- 0001759578-25-000001 ↗ filed Feb 3, 2025
Holdings Value
Holdings 155 stocks · $367.2M
| RDVY First Trust Rising Dividend | 5.38% | 333,940 | $19.7M | Add +7.0% |
| DSTL Distillate US Fundamental St | 5.03% | 336,115 | $18.5M | Add +10.8% |
| VONG Vanguard Russell 1000 Growth | 4.29% | 152,618 | $15.8M | Add +5.5% |
| DGRO iShares Core Dividend Growth | 4.14% | 247,746 | $15.2M | Add +2.2% |
| HEFA Isha Curr Hedged MSCI Eafe | 4.12% | 435,761 | $15.1M | Add +0.7% |
| JAVA JPMorgan Active Value ETF | 3.60% | 208,829 | $13.2M | Add +19.2% |
| VOO Vanguard S&P 500 ETF | 3.12% | 21,266 | $11.5M | Add +73.3% |
| JGRO JPMorgan Active Growth ETF | 3.08% | 139,640 | $11.3M | Add +9.7% |
| DEUS Xtrackers Russell US Multi | 3.01% | 206,136 | $11.1M | Add +1.2% |
| IWY iShares Russell Top 200 Grow | 2.68% | 41,753 | $9.8M | Reduce -0.3% |
| DSTX Distillate International Fun | 2.55% | 405,622 | $9.4M | Add +1.6% |
| SHYL Xtrackers SHRT Dur High Yiel | 2.53% | 207,519 | $9.3M | Add +4.8% |
| NFTY First Trust India Nifty 50 E | 2.34% | 153,556 | $8.6M | Add +3.2% |
| SDVY First Trust Smid Cap Rising | 2.28% | 233,980 | $8.4M | Add +3.4% |
| TDIV FT Nasdaq Tech DVD Index FD | 2.23% | 104,440 | $8.2M | Add +6.6% |
| FTEC Fidelity MSCI Info Tech Indx | 2.06% | 40,977 | $7.6M | Reduce -1.6% |
| FVD First Trust Value Line DVD | 2.03% | 170,405 | $7.4M | Reduce -0.1% |
| DSMC Distillate S/M Cash Flow ETF | 1.73% | 181,680 | $6.3M | Reduce -6.4% |
| SMIN iShares MSCI India Small-Cap | 1.59% | 76,190 | $5.8M | Add +3.9% |
| QQEW First TR Nasdaq-100 Sel Eq | 1.48% | 43,537 | $5.4M | Reduce -6.0% |
| JAAA Janus Henderson Aaa Clo ETF | 1.47% | 106,646 | $5.4M | Reduce -4.1% |
| HRTS Tema Heart & Health ETF | 1.44% | 183,267 | $5.3M | Reduce -0.5% |
| SMCO Hilton Small-Midcap Opp ETF | 1.42% | 204,569 | $5.2M | Add +12.9% |
| FMHI First Trust Municipal High I | 1.35% | 102,791 | $5.0M | Reduce -6.2% |
| XLE SS Energy Select Sector | 1.34% | 57,464 | $4.9M | Reduce -0.2% |
| CGMS Cap Group US Multi-Sect Bond | 1.34% | 180,105 | $4.9M | Reduce -0.8% |
| AAPL Apple Inc. | 1.32% | 19,423 | $4.9M | Reduce -0.9% |
| FBND Fidelity Total Bond ETF | 1.32% | 107,889 | $4.8M | Reduce -0.2% |
| AIRR First Trust Rba American Ind | 1.24% | 59,033 | $4.5M | New |
| IQLT iShares MSCI International Q | 1.17% | 115,800 | $4.3M | Add +0.4% |
| FRI First Trust S&P REIT Index F | 1.08% | 145,311 | $4.0M | Reduce -1.1% |
| FXN First Trust Energy Alphadex | 1.02% | 229,609 | $3.8M | Reduce -10.9% |
| IJH iShares Core S&P Midcap ETF | 0.88% | 51,744 | $3.2M | Reduce -2.8% |
| SMMU PIMCO SHRT TRM Muni BND ETF | 0.87% | 64,378 | $3.2M | Reduce -1.5% |
| EMLP First Trust North American E | 0.72% | 74,108 | $2.6M | Reduce 0.0% |
| FXR First Trust Indst/Producers | 0.71% | 34,840 | $2.6M | Reduce -2.7% |
| AVGO Broadcom Inc. | 0.70% | 11,011 | $2.6M | Reduce -0.2% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.68% | 5,844 | $2.5M | No change |
| FCOM Fidelity MSCI Comm Serv Indx | 0.57% | 35,660 | $2.1M | Reduce -11.4% |
| XLF SS Financial Select Sector | 0.55% | 41,486 | $2.0M | Reduce -2.3% |
| MSFT Microsoft Corp. | 0.53% | 4,639 | $2.0M | Add +0.3% |
| MUB iShares National Muni Bond E | 0.50% | 17,210 | $1.8M | Add +1.4% |
| NFLX Netflix Inc. | 0.49% | 2,015 | $1.8M | Reduce -2.8% |
| XLV SS Health Care Select Sector | 0.47% | 12,463 | $1.7M | Reduce -2.3% |
| JMUB JPMorgan Municipal ETF | 0.46% | 33,638 | $1.7M | Add +0.5% |
| AMZN Amazon.com Inc. | 0.46% | 7,635 | $1.7M | Reduce -1.3% |
| RVNU Xtrac Mun Inf Rev BD Act ETF | 0.45% | 65,132 | $1.6M | Reduce -0.3% |
| FXO First Trust Financial Alphad | 0.43% | 29,101 | $1.6M | Reduce -19.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.42% | 2,613 | $1.5M | Add +355.2% |
| ONEY SS SPDR R1000 Yield Foc ETF | 0.41% | 13,924 | $1.5M | Reduce -1.6% |
| JPM JPMorgan Chase & Co. | 0.39% | 6,022 | $1.4M | Add +1.1% |
| NVDA Nvidia Corp. | 0.39% | 10,654 | $1.4M | Add +3.3% |
| IBMQ iShares Ibonds Dec 2028 Muni | 0.37% | 54,661 | $1.4M | Reduce -4.2% |
| IBMR iShares Ibonds Dec 2029 M BD | 0.37% | 53,742 | $1.3M | Reduce -3.8% |
| IBMP iShares Ibonds Dec 2027 Term | 0.36% | 53,286 | $1.3M | Reduce -3.3% |
| WMT Walmart Inc. | 0.35% | 14,114 | $1.3M | Reduce -2.4% |
| DEEF Xtrack Ftse Dev Ex US Multi | 0.32% | 41,648 | $1.2M | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.31% | 5,758 | $1.1M | Reduce -1.7% |
| IBMO iShares Ibonds Dec 2026 Term | 0.31% | 44,135 | $1.1M | Reduce -4.5% |
| GOOGL Alphabet Inc. Class A | 0.30% | 5,820 | $1.1M | Reduce -0.9% |
| FMB First Trust Managed Municipa | 0.29% | 20,656 | $1.1M | Reduce -0.0% |
| TSLA Tesla Inc. | 0.29% | 2,602 | $1.1M | Reduce -11.0% |
| FISV Fiserv Inc. | 0.25% | 4,553 | $935K | Reduce -2.5% |
| BLK BlackRock Inc. | 0.24% | 851 | $872K | Add +2.6% |
| EWBC East West Bancorp Inc. | 0.24% | 9,055 | $867K | Reduce -5.5% |
| GS Goldman Sachs Group Inc. | 0.23% | 1,486 | $851K | New |
| MRVL Marvell Technology Inc. | 0.23% | 7,622 | $842K | Reduce -7.3% |
| BSX Boston Scientific Corp. | 0.22% | 8,991 | $803K | Reduce -0.8% |
| PLD Prologis Inc. | 0.21% | 7,307 | $772K | Reduce -19.0% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.21% | 2,249 | $770K | Reduce -4.3% |
| FDL First Trust Morn DVD Lead Inc. | 0.20% | 18,594 | $749K | Reduce -46.4% |
| FTSM First Trust Enh Short Mat FD | 0.20% | 12,446 | $744K | New |
| TMUS T-Mobile US Inc. | 0.20% | 3,346 | $739K | Reduce -2.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.20% | 1,433 | $733K | Add +1.1% |
| CRM Salesforce Inc. | 0.20% | 2,177 | $728K | Reduce -3.0% |
| MRK Merck & Co. Inc. | 0.19% | 6,957 | $692K | Reduce -16.1% |
| SCHW Schwab (charles) Corp. | 0.19% | 9,332 | $691K | Reduce -1.0% |
| NI Nisource Inc. | 0.19% | 18,632 | $685K | Reduce -1.2% |
| V Visa Inc. Class A | 0.18% | 2,136 | $675K | Reduce -1.7% |
| GPI Group 1 Automotive Inc. | 0.18% | 1,557 | $656K | No change |
| AXP American Express Co. | 0.18% | 2,210 | $656K | Reduce -2.3% |
| PNC PNC Financial Services Group | 0.17% | 3,149 | $607K | Add +4.5% |
| PAXS PIMCO Access Income Fund | 0.17% | 39,750 | $606K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.16% | 13,755 | $605K | Reduce -8.3% |
| KLAC KLA Corp. | 0.16% | 954 | $601K | Add +14.0% |
| CYBR Cyberark Software Ltd./Israel | 0.16% | 1,802 | $600K | Add +7.0% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.16% | 15,148 | $581K | Reduce -0.2% |
| QCOM Qualcomm Inc. | 0.15% | 3,576 | $549K | Add +4.2% |
| FHLC Fidelity MSCI Health Care | 0.14% | 8,128 | $531K | No change |
| MDT Medtronic PLC | 0.14% | 6,533 | $522K | Add +6.5% |
| MET Metlife Inc. | 0.14% | 6,326 | $518K | Add +3.0% |
| EPD Enterprise Products Partners | 0.14% | 16,490 | $517K | Add +3.7% |
| CMI Cummins Inc. | 0.14% | 1,474 | $514K | Reduce -35.2% |
| TTE Totalenergies SE -Spon ADR | 0.14% | 9,329 | $508K | Reduce -7.0% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.14% | 7,048 | $503K | No change |
| NXPI NXP Semiconductors NV | 0.14% | 2,415 | $502K | Add +6.2% |
| BALL Ball Corp. | 0.14% | 9,050 | $499K | Add +3.4% |
| FCX Freeport-McMoran Inc. | 0.14% | 13,063 | $497K | Add +6.4% |
| CLF Cleveland-Cliffs Inc. | 0.13% | 52,436 | $493K | Reduce -33.2% |
| CVX Chevron Corp. | 0.13% | 3,295 | $477K | Reduce -11.0% |
Portfolio Sells Q3 2024 → Q4 2024
| VIOG Vanguard S&P SM Cap 600 GRW | Reduce -91.6% | 0.10% | −1.19 |
| IDU iShares US Utilities ETF | Sold out | 0.00% | −1.14 |
| BA The Boeing Co. | Sold out | 0.00% | −0.32 |
| HRTS Tema Heart & Health ETF | Reduce -0.5% | 1.44% | −0.27 |
| DSMC Distillate S/M Cash Flow ETF | Reduce -6.4% | 1.73% | −0.21 |
| FDL First Trust Morn DVD Lead Inc. | Reduce -46.4% | 0.20% | −0.20 |
| FMHI First Trust Municipal High I | Reduce -6.2% | 1.35% | −0.14 |
| CLF Cleveland-Cliffs Inc. | Reduce -33.2% | 0.13% | −0.14 |
| FXN First Trust Energy Alphadex | Reduce -10.9% | 1.02% | −0.13 |
| QQEW First TR Nasdaq-100 Sel Eq | Reduce -6.0% | 1.48% | −0.12 |
| FRI First Trust S&P REIT Index F | Reduce -1.1% | 1.08% | −0.12 |
| FVD First Trust Value Line DVD | Reduce -0.1% | 2.03% | −0.12 |
| MUNI PIMCO Intermediate Municipal | Sold out | 0.00% | −0.11 |
| PLD Prologis Inc. | Reduce -19.0% | 0.21% | −0.10 |
| KHC The Kraft Heinz Co. | Reduce -57.0% | 0.06% | −0.10 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -4.1% | 1.47% | −0.09 |
| FXO First Trust Financial Alphad | Reduce -19.5% | 0.43% | −0.08 |
| FBND Fidelity Total Bond ETF | Reduce -0.2% | 1.32% | −0.08 |
| XLV SS Health Care Select Sector | Reduce -2.3% | 0.47% | −0.08 |
| CMCSA Comcast Corp. Class A | Reduce -37.2% | 0.09% | −0.07 |
| MRK Merck & Co. Inc. | Reduce -16.1% | 0.19% | −0.07 |
| CMI Cummins Inc. | Reduce -35.2% | 0.14% | −0.06 |
| CGMS Cap Group US Multi-Sect Bond | Reduce -0.8% | 1.34% | −0.06 |
| XLE SS Energy Select Sector | Reduce -0.2% | 1.34% | −0.06 |
| PEP Pepsico Inc. | Reduce -39.9% | 0.06% | −0.06 |
| AVY Avery Dennison Corp. | Reduce -21.8% | 0.09% | −0.05 |
| FCOM Fidelity MSCI Comm Serv Indx | Reduce -11.4% | 0.57% | −0.04 |
| TTE Totalenergies SE -Spon ADR | Reduce -7.0% | 0.14% | −0.04 |
| FXR First Trust Indst/Producers | Reduce -2.7% | 0.71% | −0.04 |
| IJH iShares Core S&P Midcap ETF | Reduce -2.8% | 0.88% | −0.04 |
| SMMU PIMCO SHRT TRM Muni BND ETF | Reduce -1.5% | 0.87% | −0.04 |
| EOG EOG Resources Inc. | Reduce -19.9% | 0.11% | −0.03 |
| IBMQ iShares Ibonds Dec 2028 Muni | Reduce -4.2% | 0.37% | −0.03 |
| IBMR iShares Ibonds Dec 2029 M BD | Reduce -3.8% | 0.37% | −0.03 |
| ONEY SS SPDR R1000 Yield Foc ETF | Reduce -1.6% | 0.41% | −0.03 |
| RVNU Xtrac Mun Inf Rev BD Act ETF | Reduce -0.3% | 0.45% | −0.02 |
| KO The Coca-Cola Co. | Reduce -5.6% | 0.09% | −0.02 |
| IBMP iShares Ibonds Dec 2027 Term | Reduce -3.3% | 0.36% | −0.02 |
| IBMO iShares Ibonds Dec 2026 Term | Reduce -4.5% | 0.31% | −0.02 |
| CVX Chevron Corp. | Reduce -11.0% | 0.13% | −0.02 |
| SLB SLB Ltd. | Reduce -0.2% | 0.16% | −0.02 |
| UNH Unitedhealth Group Inc. | Reduce -0.2% | 0.09% | −0.01 |
| TSCO Tractor Supply Company | Reduce -3.8% | 0.07% | −0.01 |
| ABNB Airbnb Inc. Class A | Reduce -10.1% | 0.13% | −0.01 |
| FMB First Trust Managed Municipa | Reduce -0.0% | 0.29% | −0.01 |
| PULS Pgim Ultra Short Bond ETF | Reduce -10.2% | 0.06% | −0.01 |
| HSBC HSBC Holdings PLC-Spons ADR | Reduce -13.6% | 0.11% | −0.01 |
| SUN Sunoco LP | Reduce -0.0% | 0.07% | −0.00 |
| ETN Eaton Corp. PLC | Reduce -0.2% | 0.11% | −0.00 |
| BAC Bank of America Corp. | Reduce -8.3% | 0.16% | +0.00 |
Portfolio Buys Q3 2024 → Q4 2024
| VOO Vanguard S&P 500 ETF | Add +73.3% | 3.12% | +1.33 |
| AIRR First Trust Rba American Ind | New | 1.24% | +1.24 |
| JAVA JPMorgan Active Value ETF | Add +19.2% | 3.60% | +0.50 |
| VONG Vanguard Russell 1000 Growth | Add +5.5% | 4.29% | +0.44 |
| JGRO JPMorgan Active Growth ETF | Add +9.7% | 3.08% | +0.38 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +355.2% | 0.42% | +0.33 |
| DSTL Distillate US Fundamental St | Add +10.8% | 5.03% | +0.27 |
| RDVY First Trust Rising Dividend | Add +7.0% | 5.38% | +0.27 |
| GS Goldman Sachs Group Inc. | New | 0.23% | +0.23 |
| FTSM First Trust Enh Short Mat FD | New | 0.20% | +0.20 |
| SMCO Hilton Small-Midcap Opp ETF | Add +12.9% | 1.42% | +0.17 |
| GTLS Chart Industries Inc. | New | 0.09% | +0.09 |
| VXUS Vanguard Total Intl Stock | New | 0.08% | +0.08 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | New | 0.07% | +0.07 |
| FTNT Fortinet Inc. | New | 0.07% | +0.07 |
| IAU iShares Gold Trust | New | 0.06% | +0.06 |
| VB Vanguard Most SM-Cap ETF-Usd | New | 0.06% | +0.06 |
| TDIV FT Nasdaq Tech DVD Index FD | Add +6.6% | 2.23% | +0.06 |
| P Everpure Inc. Class A | New | 0.06% | +0.06 |
| JPM JPMorgan Chase & Co. | Add +1.1% | 0.39% | +0.05 |
| NVDA Nvidia Corp. | Add +3.3% | 0.39% | +0.04 |
| SHYL Xtrackers SHRT Dur High Yiel | Add +4.8% | 2.53% | +0.03 |
| CYBR Cyberark Software Ltd./Israel | Add +7.0% | 0.16% | +0.03 |
| IEI iShares 3-7 Year Treasury Bo | Add +32.5% | 0.10% | +0.02 |
| IEF iShares 7-10 Year Treasury B | Add +38.0% | 0.09% | +0.02 |
| BLK BlackRock Inc. | Add +2.6% | 0.24% | +0.02 |
| CSCO Cisco Systems Inc. | Add +8.1% | 0.09% | +0.01 |
| EPD Enterprise Products Partners | Add +3.7% | 0.14% | +0.01 |
| PNC PNC Financial Services Group | Add +4.5% | 0.17% | +0.01 |
| SLV iShares Silver Trust | Add +29.1% | 0.07% | +0.01 |
| SDVY First Trust Smid Cap Rising | Add +3.4% | 2.28% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +1.1% | 0.20% | +0.01 |
| PFE Pfizer Inc. | Add +18.0% | 0.09% | +0.01 |
| LYG Lloyds Banking Group PLC-ADR | Add +31.9% | 0.02% | +0.00 |
| MET Metlife Inc. | Add +3.0% | 0.14% | +0.00 |
| PBI Pitney Bowes Inc. | Add +1.9% | 0.05% | +0.00 |
| IWM iShares Russell 2000 ETF | Add +0.8% | 0.06% | −0.00 |
| ADBE Adobe Inc. | Add +16.4% | 0.07% | −0.00 |
| JMIA Jumia Technologies AG-ADR | Add +11.1% | 0.01% | −0.00 |
| EBAY eBay Inc. | Add +0.6% | 0.07% | −0.00 |
| AN Autonation Inc. | Add +0.8% | 0.07% | −0.00 |
| MUB iShares National Muni Bond E | Add +1.4% | 0.50% | −0.01 |
| MDT Medtronic PLC | Add +6.5% | 0.14% | −0.01 |
| QCOM Qualcomm Inc. | Add +4.2% | 0.15% | −0.01 |
| NXPI NXP Semiconductors NV | Add +6.2% | 0.14% | −0.01 |
| AMGN Amgen Inc. | Add +4.1% | 0.07% | −0.01 |
| JMUB JPMorgan Municipal ETF | Add +0.5% | 0.46% | −0.01 |
| KLAC KLA Corp. | Add +14.0% | 0.16% | −0.02 |
| AZN Astrazeneca PLC-Spons ADR | Add +6.6% | 0.13% | −0.02 |
| MSFT Microsoft Corp. | Add +0.3% | 0.53% | −0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 194 | $522.1M | HEFA, RDVY, JGRO, DSTL, DSTX |
| Q1 2026 | 200 | $475.9M | HEFA, JGRO, RDVY, DSTL, DSTX |
| Q4 2025 | 203 | $476.7M | JGRO, RDVY, DSTL, HEFA, SDVY |
| Q3 2025 | 193 | $457.3M | JGRO, RDVY, DSTL, HEFA, MGV |
| Q2 2025 | 159 | $410.8M | JGRO, RDVY, DSTL, JPST, HEFA |
| Q1 2025 | 167 | $362.2M | JGRO, RDVY, DSTL, HEFA, MGV |
| Q4 2024 | 155 | $367.2M | RDVY, DSTL, VONG, DGRO, HEFA |
| Q3 2024 | 148 | $361.9M | RDVY, DSTL, HEFA, DGRO, VONG |
| Q2 2024 | 137 | $347.3M | RDVY, HEFA, DSTL, QQEW, DGRO |
| Q1 2024 | 131 | $380.3M | DSTL, RDVY, HEFA, QQEW, DGRO |