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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 : 18     View All Holdings Currently Viewing:  Unchanged 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
   (DIA)1 Year Chart         DIA Diamonds Trust 39 - $394.46 $2,319,000 5,830 0.61% 122,000 0 0.007    Closed - End Fund - E...
   (BA)1 Year Chart         BA Boeing Co 50 - $178.44 $1,347,000 6,979 0.35% -472,000 0 0.001    Aerospace/Defense - M...
   (PAXS)1 Year Chart         PAXS Pimco Access Income Fund 77 - $0.00 $625,000 39,750 0.16% 57,000 0 0.09    N/A
   (FHLC)1 Year Chart         FHLC Fidelity Msci Health Care I... 92 - $67.59 $567,000 8,128 0.15% 41,000 0 0    N/A
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 95 - $443.08 $547,000 1,231 0.14% 43,000 0 0    Closed - End Fund - Debt
   (MDT)1 Year Chart         MDT Medtronic Plc 100 - $83.52 $506,000 5,809 0.13% 27,000 0 0    Medical Appliances & ...
   (TMW)1 Year Chart         TMW SPDR Dow Jones Wilshire TOT... 107 - $63.83 $452,000 7,048 0.12% 40,000 0 0.007    Closed - End Fund - E...
   (FDIS)1 Year Chart         FDIS Fidelity Msci Consumer Disc... 111 - $80.09 $348,000 4,216 0.09% 15,000 0 0.025    N/A
   (EPD)1 Year Chart         EPD Enterprise Products Partner... 114 - $28.77 $316,000 10,822 0.08% 31,000 0 0    Independent Oil & Gas
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 116 - $520.91 $305,000 583 0.08% 28,000 0 0    Closed - End Fund - E...
   (ITB)1 Year Chart         ITB iShares Dow Jones U.S. Home... 118 - $0.00 $293,000 2,529 0.08% 36,000 0 0    Closed - End Fund - E...
   (FIDU)1 Year Chart         FIDU Fidelity MSCI Industrials I... 120 - $67.14 $283,000 4,175 0.07% 27,000 0 0.04    N/A
   (IAU)1 Year Chart         IAU iShares COMEX Gold Trust 121 - $44.20 $276,000 6,560 0.07% 20,000 0 0    Closed - End Fund - E...
   (ITOT)1 Year Chart         ITOT iShares Core S&P Total US 123 - $114.50 $227,000 1,965 0.06% 20,000 0 0.001    Closed - End Fund - E...
   (SLV)1 Year Chart         SLV iShares Silver Trust ETF 124 - $25.80 $224,000 9,847 0.06% 10,000 0 0.002    Closed - End Fund - E...
   (PDO)1 Year Chart         PDO Pimco Dynamic Income Opport... 127 - $0.00 $165,000 12,500 0.04% 12,000 0 0    N/A
   (PRPL)1 Year Chart         PRPL Purple Innovation Inc 128 - $1.46 $86,000 49,263 0.02% 35,000 0 0.048    N/A
   (LYG)1 Year Chart         LYG Lloyds Banking Group Plc 129 - $2.68 $72,000 27,779 0.02% 6,000 0 0.002    Foreign Regional Banks

      18 Records Found
  1    
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