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  Name: Crumly & Associates Inc.
  City: SPRINGFIELD
  State: IL
  Zip: 62704
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $380,347,000
  Total Value Change : $36,694,000
  Securities Held Change : 4
   
All Securities Held : 131
  New Positions : 6
  Closed Positions : 2
  Increased Positions : 45
  Unchanged Positions : 18
  Decreased Positions : 62

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Holdings Found : 6     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (HRTS)1 Year Chart         HRTS Tema Obesity & Cardiometabo... New $0.00 $4,369,000 127,827 1.15% 4,369,000 127,827 6.763    N/A
   (MUB)1 Year Chart         MUB iShares S&P National Munici... 59 New $106.80 $930,000 8,644 0.24% 930,000 8,644 0.001    Closed - End Fund - E...
   (LLY)1 Year Chart         LLY Eli Lilly & Co 72 New $760.00 $667,000 857 0.18% 667,000 857 0    Drug Manufacturers - ...
   (IEO)1 Year Chart         IEO iShares Dow Jones U.S. Oil ... 76 New $0.00 $627,000 5,866 0.16% 627,000 5,866 0.065    Closed - End Fund - E...
   (AXP)1 Year Chart         AXP American Express Co 103 New $242.30 $486,000 2,136 0.13% 486,000 2,136 0    Credit Services
   (CFG)1 Year Chart         CFG Citizens Financial Group, Inc. 126 New $36.06 $219,000 6,029 0.06% 219,000 6,029 0.001    N/A

      6 Records Found
  1    
Page 1 of 1
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