Crumly & Associates Inc. Diversified Active

Location: Springfield, IL

CIK: 0001759578 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 4, 2022

Total Value: $253M (100.0% shares, 0.0% debt)

Holdings (103)

IWY ISHARES TR 6.5%
Value $16.52M Shares 105,796 Est. Cost $108.68 Unrealized
DSTL ETF SER SOLUTIONS 5.8%
Value $14.68M Shares 329,561 Est. Cost $43.86 Unrealized
IJH ISHARES TR 5.7%
Value $14.42M Shares 55,234 Est. Cost $238.59 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 5.3%
Value $13.42M Shares 320,654 Est. Cost $34.31 Unrealized
DGRO ISHARES TR 4.4%
Value $11.27M Shares 209,154 Est. Cost $44.39 Unrealized
SDVY FIRST TR EXCHANGE-TRADED FD 4.4%
Value $11.08M Shares 385,054 Est. Cost $28.78 Unrealized
FXO FIRST TR EXCHANGE TRADED FD 4.3%
Value $10.84M Shares 233,726 Est. Cost $43.05 Unrealized
FXN FIRST TR EXCHANGE TRADED FD 4.0%
Value $10.2M Shares 744,102 Est. Cost $10.10 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD 4.0%
Value $10.14M Shares 200,319 Est. Cost $44.22 Unrealized
IOO ISHARES TR 3.6%
Value $9.167M Shares 120,894 Est. Cost $75.65 Unrealized
XLE SELECT SECTOR SPDR TR 3.5%
Value $8.882M Shares 130,931 Est. Cost $54.51 Unrealized
IQLT ISHARES TR 3.3%
Value $8.386M Shares 224,761 Est. Cost $33.68 Unrealized
SCZ ISHARES TR 2.6%
Value $6.504M Shares 94,589 Est. Cost $73.20 Unrealized
FTGC FIRST TR EXCHANGE TRAD FD VI 2.4%
Value $5.981M Shares 237,421 Est. Cost $23.77 Unrealized
EMLP FIRST TR EXCHANGE-TRADED FD 2.1%
Value $5.267M Shares 205,250 Est. Cost $25.14 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 2.0%
Value $5.193M Shares 66,177 Est. Cost $67.72 Unrealized
VOO VANGUARD INDEX FDS 1.9%
Value $4.933M Shares 12,015 Est. Cost $262.97 Unrealized
FXR FIRST TR EXCHANGE TRADED FD 1.8%
Value $4.683M Shares 81,562 Est. Cost $57.42 Unrealized
ESGE ISHARES INC 1.8%
Value $4.666M Shares 117,685 Est. Cost $45.29 Unrealized
FDIS FIDELITY COVINGTON TRUST 1.3%
Value $3.212M Shares 41,528 Est. Cost $73.79 Unrealized
AAPL APPLE INC 1.2%
Value $3.066M Shares 17,731 Est. Cost $97.82 Unrealized +58.2%
DBEF DBX ETF TR 1.2%
Value $3.033M Shares 80,075 Est. Cost $35.05 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 1.1%
Value $2.836M Shares 60,741 Est. Cost $45.92 Unrealized
XLB SELECT SECTOR SPDR TR 1.1%
Value $2.795M Shares 33,068 Est. Cost $84.52 Unrealized
PIMCO DYNAMIC INCOME OPRNTS 1.0%
Value $2.592M Shares 138,984 Est. Cost $19.52 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 1.0%
Value $2.575M Shares 13,939 Est. Cost $134.36 Unrealized
CLF CLEVELAND-CLIFFS INC NEW 0.9%
Value $2.238M Shares 119,367 Est. Cost $15.04 Unrealized +43.2%
FTEC FIDELITY COVINGTON TRUST 0.9%
Value $2.188M Shares 17,926 Est. Cost $71.93 Unrealized
FIDU FIDELITY COVINGTON TRUST 0.8%
Value $2.15M Shares 40,854 Est. Cost $49.95 Unrealized
MSFT MICROSOFT CORP 0.7%
Value $1.792M Shares 5,950 Est. Cost $188.76 Unrealized +66.0%
FXZ FIRST TR EXCHANGE TRADED FD 0.7%
Value $1.768M Shares 29,193 Est. Cost $60.56 Unrealized
SMMU PIMCO ETF TR 0.7%
Value $1.665M Shares 32,794 Est. Cost $51.03 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 0.6%
Value $1.613M Shares 33,762 Est. Cost $47.93 Unrealized
QQQ INVESCO QQQ TR 0.6%
Value $1.605M Shares 4,540 Est. Cost $247.60 Unrealized
UCON FIRST TR EXCHNG TRADED FD VI 0.6%
Value $1.573M Shares 60,245 Est. Cost $26.56 Unrealized
HYLS FIRST TR EXCHANGE-TRADED FD 0.6%
Value $1.571M Shares 33,633 Est. Cost $48.20 Unrealized
FHLC FIDELITY COVINGTON TRUST 0.6%
Value $1.539M Shares 24,190 Est. Cost $55.36 Unrealized
PLD PROLOGIS INC. 0.5%
Value $1.387M Shares 8,868 Est. Cost $93.54 Unrealized +41.1%
FMB FIRST TR EXCH TRADED FD III 0.5%
Value $1.289M Shares 23,167 Est. Cost $55.68 Unrealized
AMZN AMAZON COM INC 0.5%
Value $1.216M Shares 438 Est. Cost $104.41 Unrealized +63.9%
WMT WALMART INC 0.5%
Value $1.206M Shares 8,556 Est. Cost $40.62 Unrealized +11.2%
FBT FIRST TR EXCHANGE-TRADED FD 0.4%
Value $1.132M Shares 7,674 Est. Cost $155.86 Unrealized
IHI ISHARES TR 0.4%
Value $1.044M Shares 17,439 Est. Cost $59.87 Unrealized
SCHW SCHWAB CHARLES CORP 0.4%
Value $1.04M Shares 11,702 Est. Cost $57.77 Unrealized +32.4%
PFE PFIZER INC 0.4%
Value $1.014M Shares 18,997 Est. Cost $27.60 Unrealized +45.7%
JPM JPMORGAN CHASE & CO 0.4%
Value $1.013M Shares 6,812 Est. Cost $113.12 Unrealized +30.7%
DIS DISNEY WALT CO 0.4%
Value $947K Shares 6,761 Est. Cost $148.99 Unrealized +5.9%
AVGO BROADCOM INC 0.4%
Value $899K Shares 1,547 Est. Cost $32.44 Unrealized +59.6%
SLB SCHLUMBERGER LTD 0.3%
Value $839K Shares 21,739 Est. Cost $24.19 Unrealized +18.7%
FPXI FIRST TR EXCHANGE TRADED FD 0.3%
Value $822K Shares 16,095 Est. Cost $71.40 Unrealized
MCD MCDONALDS CORP 0.3%
Value $812K Shares 3,114 Est. Cost $204.91 Unrealized +12.0%
MET METLIFE INC 0.3%
Value $766K Shares 11,303 Est. Cost $48.66 Unrealized +13.8%
LKQ LKQ CORP 0.3%
Value $743K Shares 13,341 Est. Cost $39.23 Unrealized +29.5%
CSCO CISCO SYS INC 0.3%
Value $735K Shares 13,318 Est. Cost $41.78 Unrealized +20.8%
CVS CVS HEALTH CORP 0.3%
Value $727K Shares 6,687 Est. Cost $60.51 Unrealized +33.0%
GIS GENERAL MLS INC 0.3%
Value $717K Shares 10,378 Est. Cost $51.71 Unrealized +6.8%
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value $695K Shares 1,169 Est. Cost $478.65 Unrealized +29.0%
UNH UNITEDHEALTH GROUP INC 0.3%
Value $681K Shares 1,394 Est. Cost $334.18 Unrealized +26.3%
GD GENERAL DYNAMICS CORP 0.3%
Value $672K Shares 3,166 Est. Cost $153.34 Unrealized +20.8%
GPI GROUP 1 AUTOMOTIVE INC 0.3%
Value $664K Shares 3,954 Est. Cost $159.26 Unrealized +22.0%
FCOM FIDELITY COVINGTON TRUST 0.3%
Value $637K Shares 13,712 Est. Cost $46.46 Unrealized
BLACKROCK INC 0.2%
Value $623K Shares 773 Est. Cost $749.61 Unrealized
DLTR DOLLAR TREE INC 0.2%
Value $613K Shares 4,650 Est. Cost $108.02 Unrealized +12.4%
TOTALENERGIES SE 0.2%
Value $594K Shares 10,375 Est. Cost $46.71 Unrealized
TE CONNECTIVITY LTD 0.2%
Value $591K Shares 4,069 Est. Cost $135.41 Unrealized
V VISA INC 0.2%
Value $586K Shares 2,529 Est. Cost $202.01 Unrealized +3.0%
MRK MERCK & CO INC 0.2%
Value $573K Shares 7,255 Est. Cost $64.61 Unrealized +8.2%
CMCSA COMCAST CORP NEW 0.2%
Value $565K Shares 11,382 Est. Cost $46.28 Unrealized -0.3%
LMT LOCKHEED MARTIN CORP 0.2%
Value $556K Shares 1,426 Est. Cost $324.64 Unrealized -4.8%
BA BOEING CO 0.2%
Value $552K Shares 2,675 Est. Cost $189.85 Unrealized +11.3%
BMRN BIOMARIN PHARMACEUTICAL INC 0.2%
Value $505K Shares 5,748 Est. Cost $89.53 Unrealized -7.8%
LOW LOWES COS INC 0.2%
Value $483K Shares 2,063 Est. Cost $191.50 Unrealized +14.8%
ALL ALLSTATE CORP 0.2%
Value $476K Shares 3,915 Est. Cost $103.51 Unrealized +3.3%
CRM SALESFORCE COM INC 0.2%
Value $441K Shares 2,073 Est. Cost $201.75 Unrealized +37.6%
FISV FISERV INC 0.2%
Value $436K Shares 4,101 Est. Cost $110.95 Unrealized -6.8%
TMUS T-MOBILE US INC 0.2%
Value $417K Shares 3,454 Est. Cost $116.47 Unrealized -2.4%
SPTM SPDR SER TR 0.2%
Value $387K Shares 7,048 Est. Cost $39.85 Unrealized
ARE ALEXANDRIA REAL ESTATE EQ IN 0.2%
Value $384K Shares 2,004 Est. Cost $140.35 Unrealized +22.3%
MDT MEDTRONIC PLC 0.2%
Value $382K Shares 3,743 Est. Cost $95.29 Unrealized +7.1%
GS GOLDMAN SACHS GROUP INC 0.1%
Value $365K Shares 1,018 Est. Cost $356.48 Unrealized 0.0%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value $353K Shares 3,807 Est. Cost $76.19 Unrealized +4.1%
EBAY EBAY INC. 0.1%
Value $353K Shares 6,165 Est. Cost $57.19 Unrealized +15.4%
CFG CITIZENS FINL GROUP INC 0.1%
Value $319K Shares 6,029 Est. Cost $25.28 Unrealized +59.3%
QUAL ISHARES TR 0.1%
Value $312K Shares 2,327 Est. Cost $94.72 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value $311K Shares 2,320 Est. Cost $96.10 Unrealized 0.0%
DVN DEVON ENERGY CORP NEW 0.1%
Value $302K Shares 5,706 Est. Cost $33.60 Unrealized 0.0%
EFAV ISHARES TR 0.1%
Value $302K Shares 4,136 Est. Cost $62.68 Unrealized
FMC FMC CORP 0.1%
Value $291K Shares 2,628 Est. Cost $86.26 Unrealized +1.1%
NOC NORTHROP GRUMMAN CORP 0.1%
Value $285K Shares 763 Est. Cost $335.76 Unrealized +3.7%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value $285K Shares 11,916 Est. Cost $21.57 Unrealized
FTC FIRST TRUST LRGCP GWT ALPHAD 0.1%
Value $281K Shares 2,676 Est. Cost $72.99 Unrealized
FCX FREEPORT-MCMORAN INC 0.1%
Value $279K Shares 7,296 Est. Cost $35.78 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.1%
Value $278K Shares 3,669 Est. Cost $77.35 Unrealized 0.0%
NUSTAR ENERGY LP 0.1%
Value $270K Shares 15,473 Est. Cost $17.45 Unrealized
BALL BALL CORP 0.1%
Value $270K Shares 2,904 Est. Cost $82.39 Unrealized +6.1%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.1%
Value $263K Shares 2,039 Est. Cost $126.87 Unrealized +2.2%
GOOGL ALPHABET INC 0.1%
Value $255K Shares 89 Est. Cost $136.03 Unrealized +5.1%
IAU ISHARES GOLD TR 0.1%
Value $233K Shares 6,775 Est. Cost $33.36 Unrealized
HD HOME DEPOT INC 0.1%
Value $230K Shares 630 Est. Cost $237.65 Unrealized +44.4%
TJX TJX COS INC NEW 0.1%
Value $230K Shares 3,300 Est. Cost $65.27 Unrealized 0.0%
IVT INVENTRUST PPTYS CORP 0.1%
Value $219K Shares 8,422 Est. Cost $26.00 Unrealized
FE FIRSTENERGY CORP 0.1%
Value $219K Shares 5,151 Est. Cost $32.61 Unrealized 0.0%
GT BIOPHARMA INC 0.0%
Value $85,000 Shares 32,163 Est. Cost $2.64 Unrealized