Crumly & Associates Inc. at 2023-06-30

Filling information for Crumly & Associates Inc. as Treemap, investor disclosed 117 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings

Product name

Product description

Changed holding value / amount

Details
Total Holding Value, based on SEC fillings over time
CUSIP Symbol Name Title Of Class Value in 1000's Amount
058498106 058498106 BALL CORP COM 432142 7424
231021106 231021106 CUMMINS INC COM 436319 1780
58933Y105 58933Y105 MERCK & CO INC COM 725059 6284
717081103 717081103 PFIZER INC COM 626528 17081
464289438 464289438 ISHARES TR RUS TP200 GR ETF 5218362 32911
17275R102 17275R102 CISCO SYS INC COM 478489 9248
921937835 921937835 VANGUARD BD INDEX FDS TOTAL BND MRKT 277458 3817
81369Y506 81369Y506 SELECT SECTOR SPDR TR ENERGY 10346128 127462
336917109 336917109 FIRST TR MORNINGSTAR DIVID L SHS 4552102 133846
G5960L103 G5960L103 MEDTRONIC PLC SHS 251998 2860
724479100 724479100 PITNEY BOWES INC COM 494736 139756
872590104 872590104 T-MOBILE US INC COM 397671 2863
26922B667 26922B667 ETF SER SOLUTIONS DISTILLATE SMLMD 5133983 170287
594918104 594918104 MICROSOFT CORP COM 1258922 3697
33734H106 33734H106 FIRST TR VALUE LINE DIVID IN SHS 8373219 208861
33734X127 33734X127 FIRST TR EXCHANGE TRADED FD ENERGY ALPHADX 6910704 441861
316092204 316092204 FIDELITY COVINGTON TRUST MSCI CONSM DIS 309115 4216
32054K103 32054K103 FIRST INDL RLTY TR INC COM 275202 5228
874039100 874039100 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 489124 4847
33735K108 33735K108 FIRST TRUST LRGCP GWT ALPHAD COM SHS 428052 4226
015271109 015271109 ALEXANDRIA REAL ESTATE EQ IN COM 242480 2137
62956D105 62956D105 NXU INC CL A 10888 20527
64110L106 64110L106 NETFLIX INC COM 874373 1985
33738R506 33738R506 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 2520644 53517
20030N101 20030N101 COMCAST CORP NEW CL A 407852 9816
464288810 464288810 ISHARES TR U.S. MED DVC ETF 1660093 29403
91324P102 91324P102 UNITEDHEALTH GROUP INC COM 520790 1084
580135101 580135101 MCDONALDS CORP COM 294088 986
33739P301 33739P301 FIRST TR EXCH TRADED FD III MUNI HI INCM ETF 2639672 56044
26922B501 26922B501 ETF SER SOLUTIONS DISTILLATE INTNL 8123234 355800
14020Y201 14020Y201 CAPITAL GRP FIXED INCM ETF T MUNICIPAL INCOME 1986049 75016
92826C839 92826C839 VISA INC COM CL A 363206 1529
931142103 931142103 WALMART INC COM 780366 4965
254687106 254687106 DISNEY WALT CO COM 311766 3492
11135F101 11135F101 BROADCOM INC COM 1289871 1487
191216100 191216100 COCA COLA CO COM 403354 6698
233051283 233051283 DBX ETF TR XTRACKERS SHRT 7123525 163922
808513105 808513105 SCHWAB CHARLES CORP COM 638405 11263
33737J802 33737J802 FIRST TR EXCH TRD ALPHDX FD INDIA NFTY50 EQW 8993571 188032
81369Y605 81369Y605 SELECT SECTOR SPDR TR FINANCIAL 4939729 146536
27579R104 27579R104 EAST WEST BANCORP INC COM 578367 10956
75513E101 75513E101 RAYTHEON TECHNOLOGIES CORP COM 552778 5643
464288281 464288281 ISHARES TR JPMORGAN USD EMG 2551199 29480
680665205 680665205 OLIN CORP COM PAR $1 385271 7497
78468R770 78468R770 SPDR SER TR RUSSELL YIELD 5651217 59305
78464A805 78464A805 SPDR SER TR PORTFOLI S&P1500 383718 7048
72203T100 72203T100 PIMCO ACCESS INCOME FUND SHS BENFIN INT 586313 39750
337738108 337738108 FISERV INC COM 565026 4479
101137107 101137107 BOSTON SCIENTIFIC CORP COM 443700 8203
09247X101 09247X101 BLACKROCK INC COM 518955 751
02079K305 02079K305 ALPHABET INC CAP STK CL A 528236 4413
72201R874 72201R874 PIMCO ETF TR SHTRM MUN BD ACT 1310408 26457
806857108 806857108 SCHLUMBERGER LTD COM STK 1204373 24519
74640Y106 74640Y106 PURPLE INNOVATION INC COM 136951 49263
33739H101 33739H101 FIRST TR EXCHANGE TRAD FD VI FST TR GLB FD 3666578 161027
78467X109 78467X109 SPDR DOW JONES INDL AVERAGE UT SER 1 5967517 17355
81369Y209 81369Y209 SELECT SECTOR SPDR TR SBI HEALTHCARE 9135793 68830
009066101 009066101 AIRBNB INC COM CL A 438307 3420
46625H100 46625H100 JPMORGAN CHASE & CO COM 787888 5417
33734X135 33734X135 FIRST TR EXCHANGE TRADED FD FINLS ALPHADEX 3795315 100671
69355M107 69355M107 PIMCO DYNAMIC INCOME OPRNTS COM BEN SHS 163250 12500
548661107 548661107 LOWES COS INC COM 286639 1270
293792107 293792107 ENTERPRISE PRODS PARTNERS L COM 286135 10859
097023105 097023105 BOEING CO COM 1816398 8602
500754106 500754106 KRAFT HEINZ CO COM 339345 9559
573874104 573874104 MARVELL TECHNOLOGY INC COM 255201 4269
316092303 316092303 FIDELITY COVINGTON TRUST CONSMR STAPLES 2467078 54317
33738D101 33738D101 FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY 9667308 358048
316188309 316188309 FIDELITY MERRIMACK STR TR TOTAL BD ETF 2408577 53029
316092873 316092873 FIDELITY COVINGTON TRUST MSCI COMMNTN SVC 3674731 91298
233051481 233051481 DBX ETF TR XTRACKERS RUSSEL 7241581 161286
14020Y300 14020Y300 CAPITAL GRP FIXED INCM ETF T US MULTI-SECTOR 2410641 92539
060505104 060505104 BANK AMERICA CORP COM 628569 21909
398905109 398905109 GROUP 1 AUTOMOTIVE INC COM 898340 3481
59156R108 59156R108 METLIFE INC COM 494938 8755
33734X168 33734X168 FIRST TR EXCHANGE TRADED FD MATERIALS ALPH 6390365 99554
126650100 126650100 CVS HEALTH CORP COM 522075 7552
65473P105 65473P105 NISOURCE INC COM 260646 9530
233051515 233051515 DBX ETF TR XTRACKERS FTSE 3123179 114507
370334104 370334104 GENERAL MLS INC COM 200251 2611
205887102 205887102 CONAGRA BRANDS INC COM 434853 12896
33734X150 33734X150 FIRST TR EXCHANGE TRADED FD INDLS PROD DUR 5258158 87505
316092600 316092600 FIDELITY COVINGTON TRUST MSCI HLTH CARE I 564717 8947
539439109 539439109 LLOYDS BANKING GROUP PLC SPONSORED ADR 57873 26306
046353108 046353108 ASTRAZENECA PLC SPONSORED ADR 436649 6101
883556102 883556102 THERMO FISHER SCIENTIFIC INC COM 481498 923
166764100 166764100 CHEVRON CORP NEW COM 611305 3885
316092808 316092808 FIDELITY COVINGTON TRUST MSCI INFO TECH I 2780834 21286
H84989104 H84989104 TE CONNECTIVITY LTD SHS 328956 2347
185899101 185899101 CLEVELAND-CLIFFS INC NEW COM 1576814 94082
055622104 055622104 BP PLC SPONSORED ADR 631303 17889
922908363 922908363 VANGUARD INDEX FDS S&P 500 ETF SHS 11651832 28609
464287507 464287507 ISHARES TR CORE S&P MCP ETF 3199512 12236
46090E103 46090E103 INVESCO QQQ TR UNIT SER 1 490708 1328
78462F103 78462F103 SPDR S&P 500 ETF TR TR UNIT 258357 583
464288752 464288752 ISHARES TR US HOME CONS ETF 216098 2529
46434V456 46434V456 ISHARES TR MSCI INTL QUALTY 3310147 92982
459506101 459506101 INTERNATIONAL FLAVORS&FRAGRA COM 402805 5061
404280406 404280406 HSBC HLDGS PLC SPON ADR NEW 604284 15252
33740F888 33740F888 FIRST TR EXCHNG TRADED FD VI TCW UNCONSTRAI 2395762 99121
33739N108 33739N108 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 2972759 58657
023135106 023135106 AMAZON COM INC COM 1086942 8338
037833100 037833100 APPLE INC COM 3507120 18081
67058H102 67058H102 NUSTAR ENERGY LP UNIT COM 501945 29285
35671D857 35671D857 FREEPORT-MCMORAN INC CL B 434000 10850
46434V621 46434V621 ISHARES TR CORE DIV GRWTH 7457093 144714
316092709 316092709 FIDELITY COVINGTON TRUST MSCI INDL INDX 237417 4175
464285204 464285204 ISHARES GOLD TR ISHARES NEW 238718 6560
33741X102 33741X102 FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 207852 7342
89151E109 89151E109 TOTALENERGIES SE SPONSORED ADS 775272 13450
79466L302 79466L302 SALESFORCE INC COM 297454 1408
742718109 742718109 PROCTER AND GAMBLE CO COM 407320 2684
74340W103 74340W103 PROLOGIS INC. COM 916559 7474
501889208 501889208 LKQ CORP COM 222650 3821
872540109 872540109 TJX COS INC NEW COM 557494 6575
46641Q308 46641Q308 J P MORGAN EXCHANGE TRADED F DIV RTN EM EQT 4092854 81063
26922A321 26922A321 ETF SER SOLUTIONS DISTILLATE US 15867192 350540

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