Crumly & Associates Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 22, 2025), Crumly & Associates Inc. reported 167 stock positions worth $362.2 million. Its top holding was JPMorgan Active Growth ETF (JGRO) at 5.8% of the portfolio, followed by First Trust Rising Dividend (RDVY, 5.5%) and Distillate US Fundamental St (DSTL, 5.2%). Compared with Q4 2024, it opened 14 new positions, sold out of 2, added to 82 and reduced 51. The biggest buy was a new position in Vngrd Mrgstr MG CP VL ETF-Ui (MGV) and the biggest sale Vanguard Russell 1000 Growth (VONG, shares −60%).
- Most Recent 13F
- Q2 2026
- Location
- SPRINGFIELD, IL
- CIK
- 0001759578
- Portfolio Value
- $362.2M (Q1 2025)
- SEC Filing
- 0001759578-25-000008 ↗ filed Apr 22, 2025
Holdings Value
Holdings 167 stocks · $362.2M
| JGRO JPMorgan Active Growth ETF | 5.77% | 283,057 | $20.9M | Add +102.7% |
| RDVY First Trust Rising Dividend | 5.52% | 341,751 | $20.0M | Add +2.3% |
| DSTL Distillate US Fundamental St | 5.19% | 346,496 | $18.8M | Add +3.1% |
| HEFA Isha Curr Hedged MSCI Eafe | 4.38% | 437,598 | $15.9M | Add +0.4% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 3.06% | 86,079 | $11.1M | New |
| DSTX Distillate International Fun | 2.86% | 412,046 | $10.3M | Add +1.6% |
| VOO Vanguard S&P 500 ETF | 2.72% | 19,140 | $9.8M | Reduce -10.0% |
| SMCO Hilton Small-Midcap Opp ETF | 2.66% | 409,061 | $9.6M | Add +100.0% |
| NFTY First Trust India Nifty 50 E | 2.60% | 168,777 | $9.4M | Add +9.9% |
| JSI JH Securitized Income ETF | 2.56% | 177,261 | $9.3M | New |
| SDVY First Trust Smid Cap Rising | 2.56% | 276,583 | $9.3M | Add +18.2% |
| IWY iShares Russell Top 200 Grow | 2.42% | 41,580 | $8.8M | Reduce -0.4% |
| DGRO iShares Core Dividend Growth | 2.26% | 132,736 | $8.2M | Reduce -46.4% |
| TDIV FT Nasdaq Tech DVD Index FD | 2.26% | 111,147 | $8.2M | Add +6.4% |
| FVD First Trust Value Line DVD | 2.09% | 170,006 | $7.6M | Reduce -0.2% |
| FTEC Fidelity MSCI Info Tech Indx | 1.79% | 40,273 | $6.5M | Reduce -1.7% |
| SMIN iShares MSCI India Small-Cap | 1.75% | 93,318 | $6.4M | Add +22.5% |
| FCOM Fidelity MSCI Comm Serv Indx | 1.73% | 111,477 | $6.3M | Add +212.6% |
| DSMC Distillate S/M Cash Flow ETF | 1.63% | 187,549 | $5.9M | Add +3.2% |
| DEUS Xtrackers Russell US Multi | 1.57% | 106,209 | $5.7M | Reduce -48.5% |
| VONG Vanguard Russell 1000 Growth | 1.57% | 61,170 | $5.7M | Reduce -59.9% |
| AIRR First Trust Rba American Ind | 1.55% | 82,399 | $5.6M | Add +39.6% |
| XLE SS Energy Select Sector | 1.47% | 56,980 | $5.3M | Reduce -0.8% |
| JAAA Janus Henderson Aaa Clo ETF | 1.41% | 100,951 | $5.1M | Reduce -5.3% |
| CGMS Cap Group US Multi-Sect Bond | 1.40% | 186,353 | $5.1M | Add +3.5% |
| FBND Fidelity Total Bond ETF | 1.40% | 111,308 | $5.1M | Add +3.2% |
| QQEW First TR Nasdaq-100 Sel Eq | 1.30% | 38,790 | $4.7M | Reduce -10.9% |
| FMHI First Trust Municipal High I | 1.28% | 97,108 | $4.6M | Reduce -5.5% |
| BITB Bitwise Bitcoin ETF | 1.27% | 102,300 | $4.6M | New |
| IQLT iShares MSCI International Q | 1.25% | 114,468 | $4.5M | Reduce -1.1% |
| JAVA JPMorgan Active Value ETF | 1.23% | 69,841 | $4.4M | Reduce -66.6% |
| AAPL Apple Inc. | 1.20% | 19,609 | $4.4M | Add +1.0% |
| FXN First Trust Energy Alphadex | 1.04% | 227,426 | $3.8M | Reduce -0.9% |
| SMMU PIMCO SHRT TRM Muni BND ETF | 1.04% | 74,973 | $3.8M | Add +16.5% |
| IJH iShares Core S&P Midcap ETF | 0.82% | 50,760 | $3.0M | Reduce -1.9% |
| EMLP First Trust North American E | 0.77% | 73,989 | $2.8M | 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 |
| FXR First Trust Indst/Producers | 0.66% | 34,534 | $2.4M | Reduce -0.9% |
| XLF SS Financial Select Sector | 0.57% | 41,145 | $2.0M | Reduce -0.8% |
| MSFT Microsoft Corp. | 0.54% | 5,224 | $2.0M | Add +12.6% |
| MUB iShares National Muni Bond E | 0.51% | 17,684 | $1.9M | Add +2.8% |
| AVGO Broadcom Inc. | 0.51% | 10,966 | $1.8M | Reduce -0.4% |
| NFLX Netflix Inc. | 0.50% | 1,955 | $1.8M | Reduce -3.0% |
| JMUB JPMorgan Municipal ETF | 0.50% | 36,233 | $1.8M | Add +7.7% |
| RVNU Xtrac Mun Inf Rev BD Act ETF | 0.47% | 69,287 | $1.7M | Add +6.4% |
| JPM JPMorgan Chase & Co. | 0.42% | 6,164 | $1.5M | Add +2.4% |
| FXO First Trust Financial Alphad | 0.42% | 28,407 | $1.5M | Reduce -2.4% |
| ONEY SS SPDR R1000 Yield Foc ETF | 0.41% | 13,723 | $1.5M | Reduce -1.4% |
| XLV SS Health Care Select Sector | 0.41% | 10,261 | $1.5M | Reduce -17.7% |
| AMZN Amazon.com Inc. | 0.41% | 7,789 | $1.5M | Add +2.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.40% | 2,616 | $1.5M | Add +0.1% |
| WMT Walmart Inc. | 0.35% | 14,432 | $1.3M | Add +2.3% |
| DEEF Xtrack Ftse Dev Ex US Multi | 0.34% | 41,242 | $1.2M | Reduce -1.0% |
| NVDA Nvidia Corp. | 0.34% | 11,258 | $1.2M | Add +5.7% |
| FMB First Trust Managed Municipa | 0.28% | 20,362 | $1.0M | Reduce -1.4% |
| FISV Fiserv Inc. | 0.28% | 4,613 | $1.0M | Add +1.3% |
| FDL First Trust Morn DVD Lead Inc. | 0.28% | 23,251 | $1.0M | Add +25.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.27% | 5,935 | $985K | Add +3.1% |
| TSLA Tesla Inc. | 0.26% | 3,584 | $929K | Add +37.7% |
| GOOGL Alphabet Inc. Class A | 0.25% | 5,909 | $914K | Add +1.5% |
| TMUS T-Mobile US Inc. | 0.24% | 3,325 | $887K | Reduce -0.6% |
| GS Goldman Sachs Group Inc. | 0.23% | 1,556 | $850K | Add +4.7% |
| PLD Prologis Inc. | 0.23% | 7,597 | $849K | Add +4.0% |
| EWBC East West Bancorp Inc. | 0.23% | 9,229 | $828K | Add +1.9% |
| BLK BlackRock Inc. | 0.23% | 864 | $818K | Add +1.5% |
| LLY Eli Lilly & Co. | 0.22% | 979 | $809K | Add +114.7% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.22% | 2,284 | $805K | Add +1.6% |
| BSX Boston Scientific Corp. | 0.21% | 7,695 | $776K | Reduce -14.4% |
| V Visa Inc. Class A | 0.21% | 2,181 | $764K | Add +2.1% |
| FTSM First Trust Enh Short Mat FD | 0.21% | 12,446 | $745K | No change |
| MRK Merck & Co. Inc. | 0.20% | 8,217 | $738K | Add +18.1% |
| NI Nisource Inc. | 0.20% | 18,009 | $722K | Reduce -3.3% |
| SCHW Schwab (charles) Corp. | 0.20% | 9,210 | $721K | Reduce -1.3% |
| IBMR iShares Ibonds Dec 2029 M BD | 0.19% | 26,870 | $673K | Reduce -50.0% |
| IBMQ iShares Ibonds Dec 2028 Muni | 0.18% | 26,246 | $664K | Reduce -52.0% |
| KLAC KLA Corp. | 0.18% | 962 | $654K | Add +0.8% |
| CYBR Cyberark Software Ltd./Israel | 0.18% | 1,908 | $645K | Add +5.9% |
| PAXS PIMCO Access Income Fund | 0.18% | 39,750 | $638K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.17% | 1,340 | $629K | Reduce -6.5% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.17% | 14,999 | $627K | Reduce -1.0% |
| FHLC Fidelity MSCI Health Care | 0.17% | 9,165 | $626K | Add +12.8% |
| HRTS Tema Heart & Health ETF | 0.17% | 21,016 | $616K | Reduce -88.5% |
| MDT Medtronic PLC | 0.17% | 6,845 | $615K | Add +4.8% |
| TTE Totalenergies SE -Spon ADR | 0.17% | 9,471 | $613K | Add +1.5% |
| EPD Enterprise Products Partners | 0.17% | 17,519 | $598K | Add +6.2% |
| CRM Salesforce Inc. | 0.17% | 2,228 | $598K | Add +2.3% |
| GPI Group 1 Automotive Inc. | 0.16% | 1,557 | $595K | No change |
| QCOM Qualcomm Inc. | 0.16% | 3,807 | $585K | Add +6.5% |
| PNC PNC Financial Services Group | 0.16% | 3,322 | $584K | Add +5.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.16% | 13,954 | $582K | Add +1.4% |
| CVX Chevron Corp. | 0.16% | 3,438 | $575K | Add +4.3% |
| AXP American Express Co. | 0.16% | 2,122 | $571K | Reduce -4.0% |
| IBMP iShares Ibonds Dec 2027 Term | 0.15% | 21,854 | $552K | Reduce -59.0% |
| NEE Nextera Energy Inc. | 0.15% | 7,752 | $550K | New |
| MRVL Marvell Technology Inc. | 0.14% | 8,497 | $523K | Add +11.5% |
| FCX Freeport-McMoran Inc. | 0.14% | 13,809 | $523K | Add +5.7% |
| MET Metlife Inc. | 0.14% | 6,453 | $518K | Add +2.0% |
| BALL Ball Corp. | 0.14% | 9,672 | $504K | Add +6.9% |
| AZN Astrazeneca PLC-Spons ADR | 0.14% | 6,823 | $501K | Reduce -3.7% |
| NXPI NXP Semiconductors NV | 0.13% | 2,568 | $488K | Add +6.3% |
Portfolio Sells Q4 2024 → Q1 2025
| VONG Vanguard Russell 1000 Growth | Reduce -59.9% | 1.57% | −2.73 |
| SHYL Xtrackers SHRT Dur High Yiel | Reduce -96.4% | 0.09% | −2.44 |
| JAVA JPMorgan Active Value ETF | Reduce -66.6% | 1.23% | −2.37 |
| DGRO iShares Core Dividend Growth | Reduce -46.4% | 2.26% | −1.87 |
| DEUS Xtrackers Russell US Multi | Reduce -48.5% | 1.57% | −1.44 |
| HRTS Tema Heart & Health ETF | Reduce -88.5% | 0.17% | −1.27 |
| FRI First Trust S&P REIT Index F | Reduce -90.4% | 0.11% | −0.98 |
| VOO Vanguard S&P 500 ETF | Reduce -10.0% | 2.72% | −0.40 |
| FTEC Fidelity MSCI Info Tech Indx | Reduce -1.7% | 1.79% | −0.27 |
| IWY iShares Russell Top 200 Grow | Reduce -0.4% | 2.42% | −0.25 |
| IBMO iShares Ibonds Dec 2026 Term | Reduce -71.8% | 0.09% | −0.22 |
| IBMP iShares Ibonds Dec 2027 Term | Reduce -59.0% | 0.15% | −0.21 |
| IBMQ iShares Ibonds Dec 2028 Muni | Reduce -52.0% | 0.18% | −0.19 |
| AVGO Broadcom Inc. | Reduce -0.4% | 0.51% | −0.19 |
| QQEW First TR Nasdaq-100 Sel Eq | Reduce -10.9% | 1.30% | −0.19 |
| IBMR iShares Ibonds Dec 2029 M BD | Reduce -50.0% | 0.19% | −0.18 |
| AVY Avery Dennison Corp. | Sold out | 0.00% | −0.09 |
| FMHI First Trust Municipal High I | Reduce -5.5% | 1.28% | −0.07 |
| IJH iShares Core S&P Midcap ETF | Reduce -1.9% | 0.82% | −0.06 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -5.3% | 1.41% | −0.06 |
| P Everpure Inc. Class A | Sold out | 0.00% | −0.06 |
| XLV SS Health Care Select Sector | Reduce -17.7% | 0.41% | −0.05 |
| FXR First Trust Indst/Producers | Reduce -0.9% | 0.66% | −0.05 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -6.5% | 0.17% | −0.03 |
| AXP American Express Co. | Reduce -4.0% | 0.16% | −0.02 |
| CMI Cummins Inc. | Reduce -3.7% | 0.12% | −0.02 |
| FXO First Trust Financial Alphad | Reduce -2.4% | 0.42% | −0.01 |
| IFF Intl Flavors & Fragrances | Reduce -2.4% | 0.10% | −0.01 |
| VIOG Vanguard S&P SM Cap 600 GRW | Reduce -2.3% | 0.09% | −0.01 |
| TSCO Tractor Supply Company | Reduce -14.3% | 0.07% | −0.01 |
| FTC First Trust Large Cap Growth | Reduce -2.0% | 0.10% | −0.01 |
| IWM iShares Russell 2000 ETF | Reduce -0.4% | 0.06% | −0.01 |
| BSX Boston Scientific Corp. | Reduce -14.4% | 0.21% | −0.00 |
| FMB First Trust Managed Municipa | Reduce -1.4% | 0.28% | −0.00 |
| PULS Pgim Ultra Short Bond ETF | Reduce -6.6% | 0.06% | −0.00 |
| CSCO Cisco Systems Inc. | Reduce -5.3% | 0.09% | +0.00 |
| ONEY SS SPDR R1000 Yield Foc ETF | Reduce -1.4% | 0.41% | +0.00 |
| TJX TJX Companies Inc. | Reduce -0.7% | 0.08% | +0.00 |
| SLV iShares Silver Trust | Reduce -10.4% | 0.07% | +0.00 |
| SCHW Schwab (charles) Corp. | Reduce -1.3% | 0.20% | +0.01 |
| AZN Astrazeneca PLC-Spons ADR | Reduce -3.7% | 0.14% | +0.01 |
| NI Nisource Inc. | Reduce -3.3% | 0.20% | +0.01 |
| NFLX Netflix Inc. | Reduce -3.0% | 0.50% | +0.01 |
| SLB SLB Ltd. | Reduce -1.0% | 0.17% | +0.01 |
| FXN First Trust Energy Alphadex | Reduce -0.9% | 1.04% | +0.02 |
| HSBC HSBC Holdings PLC-Spons ADR | Reduce -0.9% | 0.13% | +0.02 |
| XLF SS Financial Select Sector | Reduce -0.8% | 0.57% | +0.02 |
| DEEF Xtrack Ftse Dev Ex US Multi | Reduce -1.0% | 0.34% | +0.02 |
| TMUS T-Mobile US Inc. | Reduce -0.6% | 0.24% | +0.04 |
| EMLP First Trust North American E | Reduce -0.2% | 0.77% | +0.05 |
Portfolio Buys Q4 2024 → Q1 2025
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | New | 3.06% | +3.06 |
| JGRO JPMorgan Active Growth ETF | Add +102.7% | 5.77% | +2.69 |
| JSI JH Securitized Income ETF | New | 2.56% | +2.56 |
| BITB Bitwise Bitcoin ETF | New | 1.27% | +1.27 |
| SMCO Hilton Small-Midcap Opp ETF | Add +100.0% | 2.66% | +1.25 |
| FCOM Fidelity MSCI Comm Serv Indx | Add +212.6% | 1.73% | +1.16 |
| AIRR First Trust Rba American Ind | Add +39.6% | 1.55% | +0.31 |
| DSTX Distillate International Fun | Add +1.6% | 2.86% | +0.31 |
| SDVY First Trust Smid Cap Rising | Add +18.2% | 2.56% | +0.27 |
| HEFA Isha Curr Hedged MSCI Eafe | Add +0.4% | 4.38% | +0.26 |
| NFTY First Trust India Nifty 50 E | Add +9.9% | 2.60% | +0.26 |
| SMIN iShares MSCI India Small-Cap | Add +22.5% | 1.75% | +0.17 |
| DSTL Distillate US Fundamental St | Add +3.1% | 5.19% | +0.16 |
| SMMU PIMCO SHRT TRM Muni BND ETF | Add +16.5% | 1.04% | +0.16 |
| NEE Nextera Energy Inc. | New | 0.15% | +0.15 |
| RDVY First Trust Rising Dividend | Add +2.3% | 5.52% | +0.15 |
| LLY Eli Lilly & Co. | Add +114.7% | 0.22% | +0.13 |
| FBND Fidelity Total Bond ETF | Add +3.2% | 1.40% | +0.08 |
| AEE Ameren Corporation | New | 0.08% | +0.08 |
| JPST JPMorgan Ultra-Short Income | New | 0.08% | +0.08 |
| FDL First Trust Morn DVD Lead Inc. | Add +25.1% | 0.28% | +0.07 |
| APD Air Products & Chemicals Inc. | New | 0.07% | +0.07 |
| CEG Constellation Energy | New | 0.07% | +0.07 |
| CGMS Cap Group US Multi-Sect Bond | Add +3.5% | 1.40% | +0.07 |
| ACN Accenture PLC Class A | New | 0.07% | +0.07 |
| MO Altria Group Inc. | New | 0.06% | +0.06 |
| AMT American Tower Corp. | New | 0.06% | +0.06 |
| LNT Alliant Energy Corp. | New | 0.06% | +0.06 |
| RIO Rio Tinto PLC-Spon ADR | New | 0.06% | +0.06 |
| JMUB JPMorgan Municipal ETF | Add +7.7% | 0.50% | +0.04 |
| TTE Totalenergies SE -Spon ADR | Add +1.5% | 0.17% | +0.03 |
| CVX Chevron Corp. | Add +4.3% | 0.16% | +0.03 |
| FHLC Fidelity MSCI Health Care | Add +12.8% | 0.17% | +0.03 |
| IAU iShares Gold Trust | Add +19.1% | 0.09% | +0.03 |
| MDT Medtronic PLC | Add +4.8% | 0.17% | +0.03 |
| TDIV FT Nasdaq Tech DVD Index FD | Add +6.4% | 2.26% | +0.03 |
| V Visa Inc. Class A | Add +2.1% | 0.21% | +0.03 |
| FISV Fiserv Inc. | Add +1.3% | 0.28% | +0.03 |
| JPM JPMorgan Chase & Co. | Add +2.4% | 0.42% | +0.02 |
| EPD Enterprise Products Partners | Add +6.2% | 0.17% | +0.02 |
| PLD Prologis Inc. | Add +4.0% | 0.23% | +0.02 |
| AMGN Amgen Inc. | Add +9.9% | 0.10% | +0.02 |
| RVNU Xtrac Mun Inf Rev BD Act ETF | Add +6.4% | 0.47% | +0.02 |
| PFE Pfizer Inc. | Add +26.6% | 0.11% | +0.02 |
| HBI Hanesbrands Inc. | New | 0.02% | +0.02 |
| KO The Coca-Cola Co. | Add +1.3% | 0.11% | +0.02 |
| KLAC KLA Corp. | Add +0.8% | 0.18% | +0.02 |
| PRPL Purple Innovation Inc. | Add +100.2% | 0.03% | +0.02 |
| KHC The Kraft Heinz Co. | Add +27.1% | 0.08% | +0.02 |
| PBI Pitney Bowes Inc. | Add +3.4% | 0.07% | +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 |