CRUMLY & ASSOCIATES INC.

Filed: 4/22/2025ACC: 0001759578-25-000008

📋 What this filing means

CRUMLY & ASSOCIATES INC. filed this quarterly 13F‑HR report disclosing 167 equity positions with a total reported market value of $362.16M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

167

Positions

$362.16M

Total AUM (reported)

6.80M

Total Shares

Allocation by class

COM$42.55M11.7%

ACTIVE GROWTH$20.89M5.8%

RISNG DIVD ACHIV$20.01M5.5%

DISTILLATE US$18.79M5.2%

HDG MSCI EAFE$15.88M4.4%

SHS$14.91M4.1%

MEGA CAP VAL ETF$11.09M3.1%

Portfolio Concentration

Top 3$59.69M16.5%

4–10$75.48M20.8%

11–25$99.56M27.5%

Rest$127.43M35.2%

Top 3 weight

16.5%

Top 10 weight

37.3%

Voting Authority Distribution

Total shares with voting rights: 6.80M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

6.80M

% of voting shares100.0%

Investment Discretion (by position count)

Sole167

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings167

Rows:

J P MORGAN EXCHANGE TRADED F

SOLE

ACTIVE GROWTH

Shares283.06K

TypeSH

Market value$20.89M

5.77%

Sole

0.00

Shared

0.00

None

283.06K

FIRST TR EXCHANGE TRADED FD

SOLE

RISNG DIVD ACHIV

Shares341.75K

TypeSH

Market value$20.01M

5.52%

Sole

0.00

Shared

0.00

None

341.75K

ETF SER SOLUTIONS

SOLE

DISTILLATE US

Shares346.50K

TypeSH

Market value$18.79M

5.19%

Sole

0.00

Shared

0.00

None

346.50K

ISHARES TR

SOLE

HDG MSCI EAFE

Shares437.60K

TypeSH

Market value$15.88M

4.38%

Sole

0.00

Shared

0.00

None

437.60K

VANGUARD WORLD FD

SOLE

MEGA CAP VAL ETF

Shares86.08K

TypeSH

Market value$11.09M

3.06%

Sole

0.00

Shared

0.00

None

86.08K

ETF SER SOLUTIONS

SOLE

DISTILLATE INTNL

Shares412.05K

TypeSH

Market value$10.34M

2.86%

Sole

0.00

Shared

0.00

None

412.05K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares19.14K

TypeSH

Market value$9.84M

2.72%

Sole

0.00

Shared

0.00

None

19.14K

TIDAL TR II

SOLE

HILTON SMALL-MID

Shares409.06K

TypeSH

Market value$9.64M

2.66%

Sole

0.00

Shared

0.00

None

409.06K

FIRST TR EXCH TRD ALPHDX FD

SOLE

INDIA NFTY50 EQW

Shares168.78K

TypeSH

Market value$9.41M

2.60%

Sole

0.00

Shared

0.00

None

168.78K

JANUS DETROIT STR TR

SOLE

HENDERSON SECURI

Shares177.26K

TypeSH

Market value$9.28M

2.56%

Sole

0.00

Shared

0.00

None

177.26K

FIRST TR EXCHANGE-TRADED FD

SOLE

SMID RISNG ETF

Shares276.58K

TypeSH

Market value$9.27M

2.56%

Sole

0.00

Shared

0.00

None

276.58K

ISHARES TR

SOLE

RUS TP200 GR ETF

Shares41.58K

TypeSH

Market value$8.77M

2.42%

Sole

0.00

Shared

0.00

None

41.58K

ISHARES TR

SOLE

CORE DIV GRWTH

Shares132.74K

TypeSH

Market value$8.20M

2.26%

Sole

0.00

Shared

0.00

None

132.74K

FIRST TR EXCHANGE TRADED FD

SOLE

NASD TECH DIV

Shares111.15K

TypeSH

Market value$8.18M

2.26%

Sole

0.00

Shared

0.00

None

111.15K

FIRST TR VALUE LINE DIVID IN

SOLE

SHS

Shares170.01K

TypeSH

Market value$7.58M

2.09%

Sole

0.00

Shared

0.00

None

170.01K

FIDELITY COVINGTON TRUST

SOLE

MSCI INFO TECH I

Shares40.27K

TypeSH

Market value$6.49M

1.79%

Sole

0.00

Shared

0.00

None

40.27K

ISHARES TR

SOLE

MSCI INDIA SM CP

Shares93.32K

TypeSH

Market value$6.35M

1.75%

Sole

0.00

Shared

0.00

None

93.32K

FIDELITY COVINGTON TRUST

SOLE

MSCI COMMNTN SVC

Shares111.48K

TypeSH

Market value$6.27M

1.73%

Sole

0.00

Shared

0.00

None

111.48K

ETF SER SOLUTIONS

SOLE

DISTILLATE SMLMD

Shares187.55K

TypeSH

Market value$5.92M

1.63%

Sole

0.00

Shared

0.00

None

187.55K

DBX ETF TR

SOLE

XTRACKERS RUSSEL

Shares106.21K

TypeSH

Market value$5.70M

1.57%

Sole

0.00

Shared

0.00

None

106.21K

VANGUARD SCOTTSDALE FDS

SOLE

VNG RUS1000GRW

Shares61.17K

TypeSH

Market value$5.68M

1.57%

Sole

0.00

Shared

0.00

None

61.17K

FIRST TR EXCHANGE TRADED FD

SOLE

RBA INDL ETF

Shares82.40K

TypeSH

Market value$5.62M

1.55%

Sole

0.00

Shared

0.00

None

82.40K

SELECT SECTOR SPDR TR

SOLE

ENERGY

Shares56.98K

TypeSH

Market value$5.32M

1.47%

Sole

0.00

Shared

0.00

None

56.98K

JANUS DETROIT STR TR

SOLE

HENDRSON AAA CL

Shares100.95K

TypeSH

Market value$5.12M

1.41%

Sole

0.00

Shared

0.00

None

100.95K

CAPITAL GRP FIXED INCM ETF T

SOLE

US MULTI-SECTOR

Shares186.35K

TypeSH

Market value$5.09M

1.40%

Sole

0.00

Shared

0.00

None

186.35K

Issuer	Class	Shares	Type	Value / Portfolio %	None
J P MORGAN EXCHANGE TRADED FSOLE	ACTIVE GROWTH	283.06K	SH	$20.89M 5.77%	283.06K
FIRST TR EXCHANGE TRADED FDSOLE	RISNG DIVD ACHIV	341.75K	SH	$20.01M 5.52%	341.75K
ETF SER SOLUTIONSSOLE	DISTILLATE US	346.50K	SH	$18.79M 5.19%	346.50K
ISHARES TRSOLE	HDG MSCI EAFE	437.60K	SH	$15.88M 4.38%	437.60K
VANGUARD WORLD FDSOLE	MEGA CAP VAL ETF	86.08K	SH	$11.09M 3.06%	86.08K
ETF SER SOLUTIONSSOLE	DISTILLATE INTNL	412.05K	SH	$10.34M 2.86%	412.05K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	19.14K	SH	$9.84M 2.72%	19.14K
TIDAL TR IISOLE	HILTON SMALL-MID	409.06K	SH	$9.64M 2.66%	409.06K
FIRST TR EXCH TRD ALPHDX FDSOLE	INDIA NFTY50 EQW	168.78K	SH	$9.41M 2.60%	168.78K
JANUS DETROIT STR TRSOLE	HENDERSON SECURI	177.26K	SH	$9.28M 2.56%	177.26K
FIRST TR EXCHANGE-TRADED FDSOLE	SMID RISNG ETF	276.58K	SH	$9.27M 2.56%	276.58K
ISHARES TRSOLE	RUS TP200 GR ETF	41.58K	SH	$8.77M 2.42%	41.58K
ISHARES TRSOLE	CORE DIV GRWTH	132.74K	SH	$8.20M 2.26%	132.74K
FIRST TR EXCHANGE TRADED FDSOLE	NASD TECH DIV	111.15K	SH	$8.18M 2.26%	111.15K
FIRST TR VALUE LINE DIVID INSOLE	SHS	170.01K	SH	$7.58M 2.09%	170.01K
FIDELITY COVINGTON TRUSTSOLE	MSCI INFO TECH I	40.27K	SH	$6.49M 1.79%	40.27K
ISHARES TRSOLE	MSCI INDIA SM CP	93.32K	SH	$6.35M 1.75%	93.32K
FIDELITY COVINGTON TRUSTSOLE	MSCI COMMNTN SVC	111.48K	SH	$6.27M 1.73%	111.48K
ETF SER SOLUTIONSSOLE	DISTILLATE SMLMD	187.55K	SH	$5.92M 1.63%	187.55K
DBX ETF TRSOLE	XTRACKERS RUSSEL	106.21K	SH	$5.70M 1.57%	106.21K
VANGUARD SCOTTSDALE FDSSOLE	VNG RUS1000GRW	61.17K	SH	$5.68M 1.57%	61.17K
FIRST TR EXCHANGE TRADED FDSOLE	RBA INDL ETF	82.40K	SH	$5.62M 1.55%	82.40K
SELECT SECTOR SPDR TRSOLE	ENERGY	56.98K	SH	$5.32M 1.47%	56.98K
JANUS DETROIT STR TRSOLE	HENDRSON AAA CL	100.95K	SH	$5.12M 1.41%	100.95K
CAPITAL GRP FIXED INCM ETF TSOLE	US MULTI-SECTOR	186.35K	SH	$5.09M 1.40%	186.35K

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