$250 Million is the total value of Crumly & Associates Inc.'s 117 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| Exit | ATLIS MOTOR VEHICLES INC | $0 | – | -20,527 | -100.0% | -0.01% | – | |
| ESGU | Exit | ISHARES TResg awr msci usa | $0 | – | -2,380 | -100.0% | -0.09% | – |
| NEE | Exit | NEXTERA ENERGY INC | $0 | – | -3,049 | -100.0% | -0.10% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -827 | -100.0% | -0.11% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -969 | -100.0% | -0.17% | – |
| IBTD | Exit | ISHARES TRibonds 23 trm ts | $0 | – | -33,822 | -100.0% | -0.36% | – |
| JPST | Exit | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $0 | – | -55,691 | -100.0% | -1.22% | – |
| FTSM | Exit | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $0 | – | -88,105 | -100.0% | -2.28% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-21
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| FIRST TR VALUE LINE DIVID IN | 16 | Q3 2023 | 13.4% |
| ISHARES TR | 16 | Q3 2023 | 7.6% |
| ISHARES TR | 16 | Q3 2023 | 5.7% |
| ISHARES TR | 16 | Q3 2023 | 6.3% |
| FIDELITY COVINGTON TRUST | 16 | Q3 2023 | 10.9% |
| APPLE INC | 16 | Q3 2023 | 2.2% |
| FIRST TR EXCH TRADED FD III | 16 | Q3 2023 | 1.8% |
| PIMCO ETF TR | 16 | Q3 2023 | 1.8% |
| AMAZON COM INC | 16 | Q3 2023 | 1.4% |
| CLEVELAND-CLIFFS INC NEW | 16 | Q3 2023 | 1.5% |
View Crumly & Associates Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-01 |
| 13F-HR/A | 2024-01-29 |
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-11-02 |
| 13F-HR | 2023-07-21 |
| 13F-HR | 2023-04-24 |
| 13F-HR | 2023-03-03 |
| 13F-HR | 2022-10-25 |
| 13F-HR | 2022-08-01 |
| 13F-HR | 2022-05-02 |
View Crumly & Associates Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.