Fund HoldingsCrumly & Associates Inc.

Total Portfolio Value
$522.11M
Total Bought
$56.32M
Total Sold
$41.79M
Net Transaction
+$14.53M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
305,910322,777+16,86720,88826,1645.01%+5,277
FIRST TR EXCHANGE-TRADED FD
NASDQ CLN EDGE
46,97558,095+11,1207,68411,1402.13%+3,456
MORGAN STANLEY ETF TRUST
EATO VAN MU ETF
16,97876,536+59,5588924,0770.78%+3,185
FIRST TR EXCHANGE TRADED FD
SMID RISNG ETF
433,507468,829+35,32217,09320,2253.87%+3,132
J P MORGAN EXCHANGE TRADED F
ACTIVE GROWTH
253,779248,565-5,21421,44924,5064.69%+3,057
ISHARES TR
HDG MSCI EAFE
616,666618,984+2,31826,20529,0465.56%+2,841
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
97,20599,934+2,72910,76813,3162.55%+2,548
FIDELITY COVINGTON TRUST34,27233,452-8207,1309,5531.83%+2,423
PGIM ETF TR
AAA CLO ETF
11,61555,875+44,2605942,8650.55%+2,270
ISHARES TR
MSCI INDIA SM CP
187,763191,179+3,41611,25813,5222.59%+2,264
VANGUARD WORLD FD71,36576,747+5,38210,34412,5442.40%+2,200
J P MORGAN EXCHANGE TRADED F
MUNICIPAL ETF
63,316105,539+42,2233,1655,3461.02%+2,181
TIDAL TRUST II
HILT SMAL MI ETF
449,785461,501+11,71612,22514,3072.74%+2,081
APPLE INC(AAPL)22,10325,444+3,3415,6107,3631.41%+1,753
FIRST TR EXCHANGE TRADED FD
NASD TECH DIV
104,42699,902-4,5249,78011,4772.20%+1,696
ETF SER SOLUTIONS
DISTILLATE US
359,166374,640+15,47420,78922,4414.30%+1,652
ISHARES TR41,00840,226-78210,20411,6902.24%+1,486
VANGUARD INDEX FDS12,12712,477+3507,2478,5701.64%+1,323
KLA CORP(KLAC)9248,738+7,8141,3612,6360.50%+1,276
FIRST TR EXCH TRD ALPHDX FD
INDIA NFTY50 EQW
282,009293,242+11,23314,52215,7753.02%+1,252
ETF SER SOLUTIONS
DISTILLATE INTNL
609,624641,780+32,15619,75520,9554.01%+1,200
ASTRAZENECA PLC(AZN)05,313+5,31301,0070.19%+1,007
PIMCO ETF TR
SHTRM MUN BD ACT
105,091124,280+19,1895,3026,2761.20%+974
FIDELITY MERRIMACK STR TR017,903+17,90308980.17%+898
CROWDSTRIKE HLDGS INC(CRWD)2,5582,406-1529991,8360.35%+837
COREWEAVE INC(CRWV)34,25234,452+2002,6543,4290.66%+776
FIRST TR EXCHANGE-TRADED FD31,22029,243-1,9773,9644,6670.89%+703
BROADCOM INC(AVGO)10,40910,347-623,2223,9090.75%+687
SPACE EXPLORATION TECHN CORP03,541+3,54106050.12%+605
ISHARES TR
CORE DIV GRWTH
115,394114,563-8318,0988,6831.66%+584
FIDELITY COVINGTON TRUST135,505140,850+5,3459,2319,7861.87%+556
TAIWAN SEMICONDUCTOR MANUFAC(TSM)5,7265,198-5281,9352,4820.48%+547
JOHNSON & JOHNSON(JNJ)02,137+2,13705430.10%+543
MICRON TECHNOLOGY INC(MU)835701-1342828090.15%+527
ADVANCED MICRO DEVICES INC(AMD)2,1851,650-5354449590.18%+514
MARVELL TECHNOLOGY INC(MRVL)01,668+1,66804970.10%+497
INVESCO QQQ TR2,9802,990+101,7202,2020.42%+482
PALO ALTO NETWORKS INC(PANW)4,8533,682-1,1717781,2560.24%+478
NVIDIA CORPORATION(NVDA)12,18712,988+8012,1252,5990.50%+473
ISHARES TR49,69349,193-5003,3563,7930.73%+438
INTEL CORP(INTC)02,936+2,93604100.08%+410
BUNGE GLOBAL SA(BG)03,765+3,76504020.08%+402
PGIM ETF TR
SHRT DUR HGH YLD
265,647271,387+5,74013,17513,5372.59%+362
FORTINET INC(FTNT)6,8195,778-1,0415578880.17%+330
FIRST TR EXCHANGE-TRADED FD
INDLS PROD DUR
33,87433,87402,7653,0870.59%+321
MERCK & CO INC(MRK)7,2319,224+1,9938701,1850.23%+315
DBX ETF TR95,11691,913-3,2035,6966,0021.15%+305
ROCKET LAB CORP(RKLB)02,994+2,99403040.06%+304
JANUS DETROIT STR TR
HENDRSON AAA CL
270,808276,101+5,29313,64113,9402.67%+300
STATE STR SPDR DOW JONES IND(DIA)5,8445,754-902,7073,0060.58%+299
HONEYWELL INTL INC01,330+1,33002980.06%+298
HONEYWELL AEROSPACE INC01,306+1,30602890.06%+289
APPLIED DIGITAL CORP21,27021,27005057930.15%+288
NEBIUS GROUP N.V.(NBIS)0986+98602720.05%+272
JPMORGAN CHASE & CO(JPM)6,4666,613+1471,9022,1650.41%+263
AMAZON COM INC(AMZN)10,0599,866-1932,0952,3510.45%+256
TESLA INC(TSLA)4,6724,698+261,7371,9760.38%+239
VANGUARD INDEX FDS02,948+2,94802380.05%+238
ELI LILLY & CO(LLY)785793+87229510.18%+229
ALPHABET INC(GOOG)6,5415,883-6581,8812,1020.40%+222
VANGUARD INTL EQUITY INDEX F02,458+2,45802180.04%+218
ASML HLDG NV
N Y REGISTRY SHS
0109+10902170.04%+217
VANGUARD INDEX FDS0587+58702150.04%+215
CATERPILLAR INC(CAT)0199+19902120.04%+212
VANGUARD INDEX FDS02,436+2,43602100.04%+210
GOLDMAN SACHS GROUP INC(GS)1,3911,370-211,1771,3860.27%+209
CUMMINS INC(CMI)1,0731,078+55777690.15%+192
FIDELITY COVINGTON TRUST10,00511,467+1,4627048860.17%+182
CISCO SYS INC(CSCO)4,8344,653-1813755470.10%+171
PNC FINL SVCS GROUP INC(PNC)3,9844,055+718299980.19%+169
COMCAST CORP NEW(CCZ)06,585+6,58501620.03%+162
ISHARES TR17,56416,792-7721,7081,8520.35%+145
SELECT SECTOR SPDR TR
ST STR FINL ETF
38,97938,491-4881,9242,0640.40%+139
ABBVIE INC(ABBV)2,6622,825+1635797110.14%+132
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
48,45842,603-5,8555,3155,4451.04%+130
EVERPURE INC(P)8,3067,870-4364906200.12%+130
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
8,22810,325+2,0974906090.12%+119
FIRST TR EXCHANGE-TRADED FD
FINLS ALPHADEX
26,60625,838-7681,4951,6140.31%+119
MP MATERIALS CORP(MP)6,4337,644+1,2113104280.08%+118
EAST WEST BANCORP INC(EWBC)7,0706,755-3157558720.17%+117
GE VERNOVA INC(GEV)328343+152864030.08%+117
VISA INC(V)2,8092,811+28499650.18%+116
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
10,15212,155+2,0035756870.13%+111
SPDR SERIES TRUST
ST STR R1K YLD
13,72313,72301,6471,7580.34%+110
QUALCOMM INC(QCOM)4,2173,534-6835436530.13%+110
SELECT SECTOR SPDR TR
ST STR CARE ETF
8,7418,74101,2821,3870.27%+105
NXP SEMICONDUCTORS N V
COM
2,3572,008-3494645640.11%+100
FIRST TR EXCHANGE-TRADED FD
SHS
158,900157,145-1,7557,4737,5711.45%+98
ISHARES TR2,4239,080+6,6571,0331,1270.22%+94
HSBC HLDGS PLC(HSBC)7,0977,09705856750.13%+89
EMERSON ELEC CO(EMR)4,1664,430+2645466340.12%+88
EATON CORP PLC(ETN)1,6351,573-625856700.13%+85
ISHARES INC9,03012,235+3,2053103940.08%+84
META PLATFORMS INC(META)1,2901,458+1687388210.16%+83
BANK OF AMER CORP8,6458,801+1564215010.10%+80
FIRST TR EXCHANGE-TRADED FD
INDXX NAT RE ETF
15,86222,683+6,8212833600.07%+77
ISHARES TR6,1586,189+313504230.08%+74
SPDR SERIES TRUST
ST STR PR SP1500
6,1866,18604895620.11%+73
FIRST TR EXCHANGE-TRADED ALP
COM SHS
1,7681,76802733430.07%+70
CITIZENS FINL GROUP INC(CFG)6,0396,073+343624260.08%+63
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