CRUMLY & ASSOCIATES INC.

Filed: 2/3/2025ACC: 0001759578-25-000001

📋 What this filing means

CRUMLY & ASSOCIATES INC. filed this quarterly 13F‑HR report disclosing 155 equity positions with a total reported market value of $367.19M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

155

Positions

$367.19M

Total AUM (reported)

6.77M

Total Shares

Allocation by class

COM$45.28M12.3%

RISNG DIVD ACHIV$19.75M5.4%

DISTILLATE US$18.46M5.0%

VNG RUS1000GRW$15.77M4.3%

CORE DIV GRWTH$15.20M4.1%

SHS$15.15M4.1%

HDG MSCI EAFE$15.14M4.1%

Portfolio Concentration

Top 3$53.98M14.7%

4–10$87.22M23.8%

11–25$102.24M27.8%

Rest$123.75M33.7%

Top 3 weight

14.7%

Top 10 weight

38.5%

Voting Authority Distribution

Total shares with voting rights: 6.77M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

6.77M

% of voting shares100.0%

Investment Discretion (by position count)

Sole155

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings155

Rows:

FIRST TR EXCHANGE-TRADED FD

SOLE

RISNG DIVD ACHIV

Shares333.94K

TypeSH

Market value$19.75M

5.38%

Sole

0.00

Shared

0.00

None

333.94K

ETF SER SOLUTIONS

SOLE

DISTILLATE US

Shares336.12K

TypeSH

Market value$18.46M

5.03%

Sole

0.00

Shared

0.00

None

336.12K

VANGUARD SCOTTSDALE FDS

SOLE

VNG RUS1000GRW

Shares152.62K

TypeSH

Market value$15.77M

4.29%

Sole

0.00

Shared

0.00

None

152.62K

ISHARES TR

SOLE

CORE DIV GRWTH

Shares247.75K

TypeSH

Market value$15.20M

4.14%

Sole

0.00

Shared

0.00

None

247.75K

ISHARES TR

SOLE

HDG MSCI EAFE

Shares435.76K

TypeSH

Market value$15.14M

4.12%

Sole

0.00

Shared

0.00

None

435.76K

J P MORGAN EXCHANGE TRADED F

SOLE

ACTIVE VALUE ETF

Shares208.83K

TypeSH

Market value$13.22M

3.60%

Sole

0.00

Shared

0.00

None

208.83K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares21.27K

TypeSH

Market value$11.46M

3.12%

Sole

0.00

Shared

0.00

None

21.27K

J P MORGAN EXCHANGE TRADED F

SOLE

ACTIVE GROWTH

Shares139.64K

TypeSH

Market value$11.32M

3.08%

Sole

0.00

Shared

0.00

None

139.64K

DBX ETF TR

SOLE

XTRACKERS RUSSEL

Shares206.14K

TypeSH

Market value$11.07M

3.01%

Sole

0.00

Shared

0.00

None

206.14K

ISHARES TR

SOLE

RUS TP200 GR ETF

Shares41.75K

TypeSH

Market value$9.82M

2.68%

Sole

0.00

Shared

0.00

None

41.75K

ETF SER SOLUTIONS

SOLE

DISTILLATE INTNL

Shares405.62K

TypeSH

Market value$9.36M

2.55%

Sole

0.00

Shared

0.00

None

405.62K

DBX ETF TR

SOLE

XTRACKERS SHRT

Shares207.52K

TypeSH

Market value$9.29M

2.53%

Sole

0.00

Shared

0.00

None

207.52K

FIRST TR EXCH TRD ALPHDX FD

SOLE

INDIA NFTY50 EQW

Shares153.56K

TypeSH

Market value$8.60M

2.34%

Sole

0.00

Shared

0.00

None

153.56K

FIRST TR EXCHANGE-TRADED FD

SOLE

SMID RISNG ETF

Shares233.98K

TypeSH

Market value$8.39M

2.28%

Sole

0.00

Shared

0.00

None

233.98K

FIRST TR EXCHANGE-TRADED FD

SOLE

NASD TECH DIV

Shares104.44K

TypeSH

Market value$8.19M

2.23%

Sole

0.00

Shared

0.00

None

104.44K

FIDELITY COVINGTON TRUST

SOLE

MSCI INFO TECH I

Shares40.98K

TypeSH

Market value$7.58M

2.06%

Sole

0.00

Shared

0.00

None

40.98K

FIRST TR VALUE LINE DIVID IN

SOLE

SHS

Shares170.41K

TypeSH

Market value$7.44M

2.03%

Sole

0.00

Shared

0.00

None

170.41K

ETF SER SOLUTIONS

SOLE

DISTILLATE SMLMD

Shares181.68K

TypeSH

Market value$6.35M

1.73%

Sole

0.00

Shared

0.00

None

181.68K

ISHARES TR

SOLE

MSCI INDIA SM CP

Shares76.19K

TypeSH

Market value$5.82M

1.59%

Sole

0.00

Shared

0.00

None

76.19K

FIRST TR NAS100 EQ WEIGHTED

SOLE

SHS

Shares43.54K

TypeSH

Market value$5.44M

1.48%

Sole

0.00

Shared

0.00

None

43.54K

JANUS DETROIT STR TR

SOLE

HENDRSON AAA CL

Shares106.65K

TypeSH

Market value$5.41M

1.47%

Sole

0.00

Shared

0.00

None

106.65K

TEMA ETF TRUST

SOLE

GLP-1 OBESITY

Shares183.27K

TypeSH

Market value$5.29M

1.44%

Sole

0.00

Shared

0.00

None

183.27K

TIDAL TR II

SOLE

HILTON SMALL-MID

Shares204.57K

TypeSH

Market value$5.20M

1.42%

Sole

0.00

Shared

0.00

None

204.57K

FIRST TR EXCH TRADED FD III

SOLE

MUNI HI INCM ETF

Shares102.79K

TypeSH

Market value$4.96M

1.35%

Sole

0.00

Shared

0.00

None

102.79K

SELECT SECTOR SPDR TR

SOLE

ENERGY

Shares57.46K

TypeSH

Market value$4.92M

1.34%

Sole

0.00

Shared

0.00

None

57.46K

Issuer	Class	Shares	Type	Value / Portfolio %	None
FIRST TR EXCHANGE-TRADED FDSOLE	RISNG DIVD ACHIV	333.94K	SH	$19.75M 5.38%	333.94K
ETF SER SOLUTIONSSOLE	DISTILLATE US	336.12K	SH	$18.46M 5.03%	336.12K
VANGUARD SCOTTSDALE FDSSOLE	VNG RUS1000GRW	152.62K	SH	$15.77M 4.29%	152.62K
ISHARES TRSOLE	CORE DIV GRWTH	247.75K	SH	$15.20M 4.14%	247.75K
ISHARES TRSOLE	HDG MSCI EAFE	435.76K	SH	$15.14M 4.12%	435.76K
J P MORGAN EXCHANGE TRADED FSOLE	ACTIVE VALUE ETF	208.83K	SH	$13.22M 3.60%	208.83K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	21.27K	SH	$11.46M 3.12%	21.27K
J P MORGAN EXCHANGE TRADED FSOLE	ACTIVE GROWTH	139.64K	SH	$11.32M 3.08%	139.64K
DBX ETF TRSOLE	XTRACKERS RUSSEL	206.14K	SH	$11.07M 3.01%	206.14K
ISHARES TRSOLE	RUS TP200 GR ETF	41.75K	SH	$9.82M 2.68%	41.75K
ETF SER SOLUTIONSSOLE	DISTILLATE INTNL	405.62K	SH	$9.36M 2.55%	405.62K
DBX ETF TRSOLE	XTRACKERS SHRT	207.52K	SH	$9.29M 2.53%	207.52K
FIRST TR EXCH TRD ALPHDX FDSOLE	INDIA NFTY50 EQW	153.56K	SH	$8.60M 2.34%	153.56K
FIRST TR EXCHANGE-TRADED FDSOLE	SMID RISNG ETF	233.98K	SH	$8.39M 2.28%	233.98K
FIRST TR EXCHANGE-TRADED FDSOLE	NASD TECH DIV	104.44K	SH	$8.19M 2.23%	104.44K
FIDELITY COVINGTON TRUSTSOLE	MSCI INFO TECH I	40.98K	SH	$7.58M 2.06%	40.98K
FIRST TR VALUE LINE DIVID INSOLE	SHS	170.41K	SH	$7.44M 2.03%	170.41K
ETF SER SOLUTIONSSOLE	DISTILLATE SMLMD	181.68K	SH	$6.35M 1.73%	181.68K
ISHARES TRSOLE	MSCI INDIA SM CP	76.19K	SH	$5.82M 1.59%	76.19K
FIRST TR NAS100 EQ WEIGHTEDSOLE	SHS	43.54K	SH	$5.44M 1.48%	43.54K
JANUS DETROIT STR TRSOLE	HENDRSON AAA CL	106.65K	SH	$5.41M 1.47%	106.65K
TEMA ETF TRUSTSOLE	GLP-1 OBESITY	183.27K	SH	$5.29M 1.44%	183.27K
TIDAL TR IISOLE	HILTON SMALL-MID	204.57K	SH	$5.20M 1.42%	204.57K
FIRST TR EXCH TRADED FD IIISOLE	MUNI HI INCM ETF	102.79K	SH	$4.96M 1.35%	102.79K
SELECT SECTOR SPDR TRSOLE	ENERGY	57.46K	SH	$4.92M 1.34%	57.46K

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