Fund HoldingsCrumly & Associates Inc.

Total Portfolio Value
$249.74M
Total Bought
$54.59M
Total Sold
$37.35M
Net Transaction
+$17.24M
Filing Period:
Securities
SharesValue ($K)
Q1 2023
Q2 2023
Change
Q1 2023
Q2 2023
Weight (%)
Change
ETF SER SOLUTIONS
DISTILLATE INTNL
0355,800+355,80008,1233.25%+8,123
FIRST TR EXCH TRD ALPHDX FD
INDIA NFTY50 EQW
50,099188,032+137,9332,1048,9943.60%+6,890
ETF SER SOLUTIONS
DISTILLATE SMLMD
0170,287+170,28705,1342.06%+5,134
DBX ETF TR67,194161,286+94,0922,9017,2422.90%+4,341
J P MORGAN EXCHANGE TRADED F
DIV RTN EM EQT
11,54881,063+69,5155834,0931.64%+3,510
ISHARES TR
MSCI INTL QUALTY
12,20892,982+80,7744313,3101.33%+2,879
DBX ETF TR19,728114,507+94,7795343,1231.25%+2,590
FIRST TR EXCH TRADED FD III
MUNI HI INCM ETF
10,77856,044+45,2665052,6401.06%+2,134
FIRST TR MORNINGSTAR DIVID L77,239133,846+56,6072,7424,5521.82%+1,810
SELECT SECTOR SPDR TR
ST STR CARE ETF
58,76468,830+10,0667,6089,1363.66%+1,528
CAPITAL GRP FIXED INCM ETF T
MUN INM ETF
26,38575,016+48,6317041,9860.80%+1,282
FIRST TR EXCH TRADED FD III
MANAGD MUN ETF
34,61958,657+24,0381,7632,9731.19%+1,209
SPDR SER TR
ST STR R1K YLD
47,76159,305+11,5444,5045,6512.26%+1,147
FIDELITY COVINGTON TRUST69,28791,298+22,0112,5363,6751.47%+1,139
ISHARES TR31,55032,911+1,3614,3835,2182.09%+835
FIDELITY COVINGTON TRUST36,99354,317+17,3241,6702,4670.99%+797
AMAZON COM INC(AMZN)4,4538,338+3,8854601,0870.44%+627
FIDELITY COVINGTON TRUST19,55921,286+1,7272,2292,7811.11%+552
PIMCO ETF TR
SHTRM MUN BD ACT
16,22526,457+10,2328081,3100.52%+503
CUMMINS INC(CMI)01,780+1,78004360.17%+436
BALL CORP07,424+7,42404320.17%+432
APPLE INC(AAPL)18,80718,081-7263,1013,5071.40%+406
INTERNATIONAL FLAVORS&FRAGRA(IFF)05,061+5,06104030.16%+403
TE CONNECTIVITY LTD(TEL)02,347+2,34703290.13%+329
DISNEY WALT CO(DIS)03,492+3,49203120.12%+312
SALESFORCE INC(CRM)01,408+1,40802970.12%+297
FIRST TR EXCHANGE TRADED FD
INDLS PROD DUR
89,39387,505-1,8884,9665,2582.11%+292
VANGUARD BD INDEX FDS03,817+3,81702770.11%+277
FIRST INDL RLTY TR INC(FR)05,228+5,22802750.11%+275
NISOURCE INC(NI)09,530+9,53002610.10%+261
MARVELL TECHNOLOGY INC(MRVL)04,269+4,26902550.10%+255
MEDTRONIC PLC(MDT)02,860+2,86002520.10%+252
ALEXANDRIA REAL ESTATE EQ IN02,137+2,13702420.10%+242
EAST WEST BANCORP INC(EWBC)6,10510,956+4,8513395780.23%+240
ISHARES TR26,86129,480+2,6192,3182,5511.02%+234
ALPHABET INC(GOOG)2,8904,413+1,5233005280.21%+228
ISHARES TR02,529+2,52902160.09%+216
BANK AMERICA CORP14,70021,909+7,2094206290.25%+208
AIRBNB INC1,9083,420+1,5122374380.18%+201
BOSTON SCIENTIFIC CORP(BSX)5,5088,203+2,6952764440.18%+168
FIRST TR EXCHNG TRADED FD VI
SMIT UNCO BD ETF
92,18999,121+6,9322,2322,3960.96%+164
FIRST TR EXCHANGE TRAD FD VI
FST TR GLB FD
149,231161,027+11,7963,5053,6671.47%+161
FIRST TR EXCHANGE TRADED FD
ENERGY ALPHADX
435,288441,861+6,5736,7566,9112.77%+155
BROADCOM INC(AVGO)1,7861,487-2991,1461,2900.52%+144
PITNEY BOWES INC(PBI)92,918139,756+46,8383614950.20%+133
TAIWAN SEMICONDUCTOR MFG LTD(TSM)3,8294,847+1,0183564890.20%+133
FREEPORT-MCMORAN INC(FCX)7,47910,850+3,3713064340.17%+128
COMCAST CORP NEW(CCZ)7,4939,816+2,3232844080.16%+124
NETFLIX INC(NFLX)2,1771,985-1927528740.35%+122
HSBC HLDGS PLC(HSBC)14,12515,252+1,1274826040.24%+122
KRAFT HEINZ CO(KHC)09,559+9,55903390.14%+339
SCHLUMBERGER LTD(SLB)22,39724,519+2,1221,1001,2040.48%+105
CAPITAL GRP FIXED INCM ETF T
US MULTI-SECTOR
87,94892,539+4,5912,3152,4110.97%+95
FIDELITY MERRIMACK STR TR50,30353,029+2,7262,3142,4090.96%+95
ASTRAZENECA PLC(AZN)4,9546,101+1,1473444370.17%+93
JPMORGAN CHASE & CO(JPM)5,4325,417-157087880.32%+80
PROCTER AND GAMBLE CO(PG)2,2352,684+4493324070.16%+75
CISCO SYS INC(CSCO)7,7739,248+1,4754064780.19%+72
PROLOGIS INC.(PLD)6,7757,474+6998459170.37%+71
COCA COLA CO(KO)5,4066,698+1,2923354030.16%+68
INVESCO QQQ TR1,3281,32804264910.20%+64
LLOYDS BANKING GROUP PLC(LYG)026,306+26,3060580.02%+58
PURPLE INNOVATION INC049,263+49,26301370.05%+137
LOWES COS INC(LOW)01,270+1,27002870.11%+287
CVS HEALTH CORP(CVS)6,3527,552+1,2004725220.21%+50
SPDR S&P 500 ETF TR(SPY)0583+58302580.10%+258
NUSTAR ENERGY LP30,22429,285-9394735020.20%+29
SPDR SER TR
ST STR PR SP1500
7,0487,04803553840.15%+28
VANGUARD INDEX FDS30,91428,609-2,30511,62611,6524.67%+26
WALMART INC(WMT)5,1474,965-1827597800.31%+21
BP PLC(BP)16,11917,889+1,7706126310.25%+20
FIDELITY COVINGTON TRUST8,9478,94705505650.23%+15
BLACKROCK INC(BLK)759751-85085190.21%+11
NXU INC020,527+20,5270110.00%+11
FIDELITY COVINGTON TRUST4,5634,216-3472993090.12%+10
CLEVELAND-CLIFFS INC NEW(CLF)85,47894,082+8,6041,5671,5770.63%+10
ENTERPRISE PRODS PARTNERS L(EPD)10,72210,859+1372782860.11%+8
PIMCO DYNAMIC INCOME OPRNTS(PDO)012,500+12,50001630.07%+163
CHEVRON CORP NEW(CVX)3,7563,885+1296136110.24%-2
PIMCO ACCESS INCOME FUND39,75039,75005905860.23%-4
FIDELITY COVINGTON TRUST4,6084,175-4332442370.10%-6
ISHARES GOLD TR(IAU)6,5606,56002452390.10%-6
TOTALENERGIES SE(TTE)13,32613,450+1247877750.31%-12
ATLIS MOTOR VEHICLES INC000000
FISERV INC(FISV)5,1344,479-6555805650.23%-15
BOEING CO(BA)8,6268,602-241,8321,8160.73%-16
OLIN CORP(OLN)7,3477,497+1504083850.15%-22
RAYTHEON TECHNOLOGIES CORP(RTX)5,9085,643-2655795530.22%-26
CONAGRA BRANDS INC(CAG)12,36512,896+5314644350.17%-30
LKQ CORP(LKQ)4,4593,821-6382532230.09%-30
VISA INC(V)1,7471,529-2183943630.15%-31
TJX COS INC NEW(TJX)7,8866,575-1,3116185570.22%-60
MICROSOFT CORP(MSFT)4,5763,697-8791,3191,2590.50%-60
MERCK & CO INC(MRK)7,3906,284-1,1067867250.29%-61
GROUP 1 AUTOMOTIVE INC(GPI)4,4143,481-9339998980.36%-101
SCHWAB CHARLES CORP(SCHW)14,12111,263-2,8587406380.26%-101
T-MOBILE US INC(TMUS)3,4862,863-6235053980.16%-107
MCDONALDS CORP(MCD)1,524986-5384262940.12%-132
METLIFE INC(MET)10,8258,755-2,0706274950.20%-132
PFIZER INC(PFE)20,21717,081-3,1368256270.25%-198
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