Crumly & Associates Inc. Diversified Active

Location: Springfield, IL

CIK: 0001759578 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Aug 9, 2021

Total Value: $206M (100.0% shares, 0.0% debt)

Holdings (97)

IWY ISHARES TR 7.6%
Value $15.75M Shares 104,609 Est. Cost $108.68 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 6.1%
Value $12.59M Shares 316,576 Est. Cost $34.31 Unrealized
DGRO ISHARES TR 6.0%
Value $12.34M Shares 245,063 Est. Cost $44.39 Unrealized
FXO FIRST TR EXCHANGE TRADED FD 4.9%
Value $10.21M Shares 233,844 Est. Cost $42.72 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 4.1%
Value $8.373M Shares 34,193 Est. Cost $134.36 Unrealized
ESGE ISHARES INC 3.9%
Value $7.986M Shares 176,876 Est. Cost $45.29 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 3.7%
Value $7.721M Shares 102,193 Est. Cost $67.63 Unrealized
FXN FIRST TR EXCHANGE TRADED FD 3.7%
Value $7.661M Shares 671,397 Est. Cost $9.74 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD 3.7%
Value $7.598M Shares 158,150 Est. Cost $42.64 Unrealized
IQLT ISHARES TR 3.7%
Value $7.596M Shares 196,994 Est. Cost $33.12 Unrealized
IJH ISHARES TR 3.6%
Value $7.507M Shares 27,935 Est. Cost $216.62 Unrealized
FPXI FIRST TR EXCHANGE TRADED FD 3.4%
Value $7.032M Shares 102,833 Est. Cost $71.40 Unrealized
SCZ ISHARES TR 2.8%
Value $5.792M Shares 78,105 Est. Cost $72.82 Unrealized
FTGC FIRST TR EXCHANGE TRAD FD VI 2.2%
Value $4.541M Shares 191,997 Est. Cost $23.65 Unrealized
XLE SELECT SECTOR SPDR TR 2.2%
Value $4.53M Shares 84,094 Est. Cost $49.70 Unrealized
VOO VANGUARD INDEX FDS 2.1%
Value $4.353M Shares 11,062 Est. Cost $236.81 Unrealized
FIDU FIDELITY COVINGTON TRUST 2.0%
Value $4.067M Shares 75,002 Est. Cost $49.83 Unrealized
FDIS FIDELITY COVINGTON TRUST 1.9%
Value $3.986M Shares 49,151 Est. Cost $73.79 Unrealized
FTEC FIDELITY COVINGTON TRUST 1.8%
Value $3.798M Shares 32,240 Est. Cost $71.93 Unrealized
FBT FIRST TR EXCHANGE-TRADED FD 1.6%
Value $3.324M Shares 19,256 Est. Cost $155.86 Unrealized
QQQ INVESCO QQQ TR 1.5%
Value $3.169M Shares 8,942 Est. Cost $247.60 Unrealized
AAPL APPLE INC 1.3%
Value $2.688M Shares 19,627 Est. Cost $96.00 Unrealized +31.7%
CIBR FIRST TR EXCHANGE TRADED FD 1.1%
Value $2.297M Shares 49,133 Est. Cost $45.71 Unrealized
PIMCO DYNAMIC INCOME OPRNTS 1.0%
Value $1.976M Shares 85,230 Est. Cost $20.08 Unrealized
DBEF DBX ETF TR 0.9%
Value $1.955M Shares 52,095 Est. Cost $33.52 Unrealized
WMT WALMART INC 0.9%
Value $1.791M Shares 12,697 Est. Cost $40.62 Unrealized +7.8%
FHLC FIDELITY COVINGTON TRUST 0.9%
Value $1.778M Shares 27,890 Est. Cost $55.36 Unrealized
MSFT MICROSOFT CORP 0.8%
Value $1.567M Shares 5,784 Est. Cost $183.61 Unrealized +33.3%
AMZN AMAZON COM INC 0.7%
Value $1.531M Shares 445 Est. Cost $104.41 Unrealized +59.2%
EMLP FIRST TR EXCHANGE-TRADED FD 0.7%
Value $1.442M Shares 58,963 Est. Cost $24.46 Unrealized
SMMU PIMCO ETF TR 0.7%
Value $1.372M Shares 26,670 Est. Cost $51.03 Unrealized
CLF CLEVELAND-CLIFFS INC NEW 0.6%
Value $1.257M Shares 58,295 Est. Cost $7.70 Unrealized +155.9%
DIS DISNEY WALT CO 0.5%
Value $1.101M Shares 6,263 Est. Cost $148.03 Unrealized +18.7%
FTSL FIRST TR EXCHANGE-TRADED FD 0.5%
Value $1.041M Shares 21,690 Est. Cost $47.99 Unrealized
HYLS FIRST TR EXCHANGE-TRADED FD 0.5%
Value $1.039M Shares 21,410 Est. Cost $48.53 Unrealized
JPM JPMORGAN CHASE & CO 0.5%
Value $1.036M Shares 6,663 Est. Cost $108.13 Unrealized +29.2%
UCON FIRST TR EXCHNG TRADED FD VI 0.5%
Value $998K Shares 37,451 Est. Cost $26.65 Unrealized
FMB FIRST TR EXCH TRADED FD III 0.5%
Value $994K Shares 17,347 Est. Cost $55.60 Unrealized
PLD PROLOGIS INC. 0.5%
Value $959K Shares 8,021 Est. Cost $90.83 Unrealized +12.7%
FEM FIRST TR EXCH TRD ALPHDX FD 0.5%
Value $945K Shares 33,794 Est. Cost $26.10 Unrealized
VNLA JANUS DETROIT STR TR 0.4%
Value $901K Shares 17,943 Est. Cost $50.30 Unrealized
PFE PFIZER INC 0.4%
Value $896K Shares 22,887 Est. Cost $27.60 Unrealized +12.3%
MRK MERCK & CO INC 0.4%
Value $875K Shares 11,252 Est. Cost $64.15 Unrealized -0.0%
JPEM J P MORGAN EXCHANGE-TRADED F 0.4%
Value $848K Shares 14,303 Est. Cost $55.78 Unrealized
CVS CVS HEALTH CORP 0.4%
Value $754K Shares 9,040 Est. Cost $60.51 Unrealized +16.5%
LMT LOCKHEED MARTIN CORP 0.4%
Value $754K Shares 1,993 Est. Cost $324.64 Unrealized +4.3%
GIS GENERAL MLS INC 0.3%
Value $710K Shares 11,655 Est. Cost $51.37 Unrealized +3.0%
SCHW SCHWAB CHARLES CORP 0.3%
Value $684K Shares 9,393 Est. Cost $54.55 Unrealized +22.1%
BLACKROCK INC 0.3%
Value $676K Shares 773 Est. Cost $722.00 Unrealized
ALL ALLSTATE CORP 0.3%
Value $667K Shares 5,115 Est. Cost $98.60 Unrealized +16.9%
AVGO BROADCOM INC 0.3%
Value $663K Shares 1,390 Est. Cost $30.35 Unrealized +38.5%
MET METLIFE INC 0.3%
Value $656K Shares 10,968 Est. Cost $45.73 Unrealized +20.4%
CRM SALESFORCE COM INC 0.3%
Value $630K Shares 2,581 Est. Cost $201.75 Unrealized +12.9%
SLB SCHLUMBERGER LTD 0.3%
Value $617K Shares 19,282 Est. Cost $23.91 Unrealized +16.2%
V VISA INC 0.3%
Value $599K Shares 2,561 Est. Cost $197.95 Unrealized +11.6%
TMUS T-MOBILE US INC 0.3%
Value $597K Shares 4,119 Est. Cost $116.47 Unrealized +14.4%
FISV FISERV INC 0.3%
Value $571K Shares 5,343 Est. Cost $110.95 Unrealized +4.8%
BMRN BIOMARIN PHARMACEUTICAL INC 0.3%
Value $564K Shares 6,759 Est. Cost $92.27 Unrealized -14.1%
BA BOEING CO 0.3%
Value $564K Shares 2,356 Est. Cost $185.29 Unrealized +30.5%
CMCSA COMCAST CORP NEW 0.3%
Value $561K Shares 9,844 Est. Cost $44.75 Unrealized +9.6%
CSCO CISCO SYS INC 0.3%
Value $558K Shares 10,528 Est. Cost $39.55 Unrealized +15.9%
LKQ LKQ CORP 0.3%
Value $547K Shares 11,121 Est. Cost $37.92 Unrealized +13.1%
DG DOLLAR GEN CORP NEW 0.3%
Value $544K Shares 2,512 Est. Cost $182.31 Unrealized +7.3%
JCI JOHNSON CTLS INTL PLC 0.3%
Value $535K Shares 7,798 Est. Cost $46.37 Unrealized +27.1%
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value $527K Shares 1,045 Est. Cost $466.07 Unrealized -0.0%
MDT MEDTRONIC PLC 0.3%
Value $519K Shares 4,184 Est. Cost $94.82 Unrealized +15.5%
MCD MCDONALDS CORP 0.3%
Value $517K Shares 2,240 Est. Cost $199.23 Unrealized +5.1%
TOTALENERGIES SE 0.2%
Value $515K Shares 11,388 Est. Cost $46.03 Unrealized
EBAY EBAY INC. 0.2%
Value $514K Shares 7,323 Est. Cost $55.34 Unrealized +4.3%
UNH UNITEDHEALTH GROUP INC 0.2%
Value $508K Shares 1,270 Est. Cost $327.28 Unrealized +12.8%
ARE ALEXANDRIA REAL ESTATE EQ IN 0.2%
Value $506K Shares 2,781 Est. Cost $138.22 Unrealized +6.1%
GD GENERAL DYNAMICS CORP 0.2%
Value $485K Shares 2,577 Est. Cost $146.57 Unrealized +16.6%
TE CONNECTIVITY LTD 0.2%
Value $481K Shares 3,560 Est. Cost $135.11 Unrealized
GPI GROUP 1 AUTOMOTIVE INC 0.2%
Value $479K Shares 3,103 Est. Cost $156.36 Unrealized +2.7%
COIN COINBASE GLOBAL INC 0.2%
Value $474K Shares 1,872 Est. Cost $259.62 Unrealized 0.0%
TNL TRAVEL PLUS LEISURE CO 0.2%
Value $468K Shares 7,875 Est. Cost $52.78 Unrealized 0.0%
META FACEBOOK INC 0.2%
Value $463K Shares 1,333 Est. Cost $260.98 Unrealized +22.1%
DLTR DOLLAR TREE INC 0.2%
Value $462K Shares 4,640 Est. Cost $108.02 Unrealized +0.6%
MA MASTERCARD INCORPORATED 0.2%
Value $454K Shares 1,245 Est. Cost $289.08 Unrealized +25.3%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.2%
Value $447K Shares 2,994 Est. Cost $126.29 Unrealized 0.0%
FMC FMC CORP 0.2%
Value $389K Shares 3,597 Est. Cost $86.93 Unrealized +14.4%
EFAV ISHARES TR 0.2%
Value $381K Shares 5,046 Est. Cost $62.02 Unrealized
SPTM SPDR SER TR 0.2%
Value $373K Shares 7,048 Est. Cost $39.85 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.2%
Value $368K Shares 4,308 Est. Cost $75.71 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP 0.2%
Value $341K Shares 938 Est. Cost $333.78 Unrealized 0.0%
BALL BALL CORP 0.2%
Value $338K Shares 4,166 Est. Cost $82.28 Unrealized -0.9%
FTC FIRST TRUST LRGCP GWT ALPHAD 0.1%
Value $294K Shares 2,676 Est. Cost $72.99 Unrealized
CFG CITIZENS FINL GROUP INC 0.1%
Value $277K Shares 6,029 Est. Cost $25.28 Unrealized +53.5%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value $272K Shares 11,271 Est. Cost $21.57 Unrealized
HD HOME DEPOT INC 0.1%
Value $271K Shares 850 Est. Cost $237.65 Unrealized +19.4%
FCOM FIDELITY COVINGTON TRUST 0.1%
Value $258K Shares 4,739 Est. Cost $29.05 Unrealized
LLY LILLY ELI & CO 0.1%
Value $252K Shares 1,097 Est. Cost $141.36 Unrealized +35.8%
JUST GOLDMAN SACHS ETF TR 0.1%
Value $249K Shares 3,981 Est. Cost $55.64 Unrealized
QUAL ISHARES TR 0.1%
Value $240K Shares 1,805 Est. Cost $83.39 Unrealized
GLW CORNING INC 0.1%
Value $226K Shares 5,536 Est. Cost $30.87 Unrealized +24.1%
LRGF ISHARES TR 0.1%
Value $220K Shares 5,143 Est. Cost $33.67 Unrealized
SBUX STARBUCKS CORP 0.1%
Value $215K Shares 1,923 Est. Cost $94.02 Unrealized +8.1%