Crumly & Associates Inc. - Portfolio overview

Crumly & Associates Inc. has 218 reported holdings in this dataset, with the latest filing dated 2026-04-02.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. HEFA - ISHARES TR, 5.29%
2. JGRO - J P MORGAN EXCHANGE TRADED F, 4.33%
3. RDVY - FIRST TR EXCHANGE TRADED FD, 4.21%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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