Crumly & Associates Inc.
New Buys
| Ticker | $ Bought |
|---|---|
| DBX ETF TR | 7,327,000 |
| FIRST TR EXCHANGE TRAD FD VI | 3,505,430 |
| FIDELITY COVINGTON TRUST | 2,535,890 |
| ISHARES TR | 2,317,570 |
| CAPITAL GROUP FIXED INCOME E | 2,315,370 |
| FIDELITY MERRIMACK STR TR | 2,313,940 |
| FIRST TR EXCH TRD ALPHDX FD | 2,103,660 |
| FIDELITY COVINGTON TRUST | 1,670,230 |
New stocks bought by Crumly & Associates Inc.
Additions
| Ticker | % Inc. |
|---|---|
| SELECT SECTOR SPDR TR | 86.29 |
| HSBC HLDGS PLC | 84.11 |
| FIRST TR EXCH TRADED FD III | 68.18 |
| ISHARES TR | 56.71 |
| FIRST TRUST LRGCP GWT ALPHAD | 55.11 |
| NUSTAR ENERGY LP | 51.75 |
| FIDELITY COVINGTON TRUST | 34.2 |
| SCHWAB CHARLES CORP | 32.95 |
Additions to existing portfolio by Crumly & Associates Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| ISHARES TR | -90.63 |
| J P MORGAN EXCHANGE TRADED F | -85.99 |
| FIRST TR EXCHANGE-TRADED FD | -80.39 |
| PIMCO ETF TR | -73.83 |
| VANGUARD INDEX FDS | -57.59 |
| MCDONALDS CORP | -54.03 |
| SPDR DOW JONES INDL AVERAGE | -49.28 |
| LKQ CORP | -39.76 |
Crumly & Associates Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| CITIZENS FINL GROUP INC | -237,362 |
| STATE STR CORP | -429,272 |
| ALLSTATE CORP | -502,631 |
| PINNACLE WEST CAP CORP | -226,447 |
| LOCKHEED MARTIN CORP | -787,748 |
| GOLDMAN SACHS GROUP INC | -466,801 |
| NORTHROP GRUMMAN CORP | -575,965 |
Crumly & Associates Inc. got rid off the above stocks
Current Stock Holdings of Crumly & Associates Inc.
Last Reported on: 24 Apr, 2023| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 1.35 | 18,807 | 3,101,310 | ADDED | 3.37 | |
| AAXJ | ISHARES TR | 2.58 | 110,220 | 5,949,660 | REDUCED | -1.64 | |
| AAXJ | ISHARES TR | 1.01 | 26,861 | 2,317,570 | NEW | ||
| ABNB | AIRBNB INC | 0.10 | 1,908 | 237,355 | NEW | ||
| ACIO | ETF SER SOLUTIONS | 7.36 | 392,855 | 16,951,700 | REDUCED | -0.9 | |
| ACSG | DBX ETF TR | 3.18 | 167,858 | 7,327,000 | NEW | ||
| ACSG | DBX ETF TR | 1.26 | 67,194 | 2,900,950 | ADDED | 12.09 | |
| ACSG | DBX ETF TR | 0.23 | 19,728 | 533,538 | NEW | ||
| ACWF | ISHARES TR | 3.53 | 162,452 | 8,120,980 | ADDED | 0.03 | |
| ACWF | ISHARES TR | 0.19 | 12,208 | 430,930 | ADDED | 56.71 | |
| AFLG | FIRST TR EXCHNG TRADED FD VI | 0.97 | 92,189 | 2,231,890 | ADDED | 28.19 | |
| AGG | ISHARES TR | 2.81 | 25,883 | 6,474,860 | REDUCED | -6.53 | |
| AGG | ISHARES TR | 0.17 | 969 | 398,337 | NEW | ||
| AGT | ISHARES TR | 0.09 | 2,380 | 215,271 | NEW | ||
| AIRR | FIRST TR EXCHANGE-TRADED FD | 2.22 | 113,713 | 5,102,290 | REDUCED | -8.7 | |
| ALL | ALLSTATE CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AMZN | AMAZON COM INC | 0.20 | 4,453 | 459,950 | ADDED | 6.2 | |
| AOA | ISHARES TR | 1.90 | 31,550 | 4,383,240 | ADDED | 0.23 | |
| AVGO | BROADCOM INC | 0.50 | 1,786 | 1,145,790 | ADDED | 2.7 | |
| BA | BOEING CO | 0.80 | 8,626 | 1,832,420 | REDUCED | -2.33 | |
| BAC | BANK AMERICA CORP | 0.18 | 14,700 | 420,420 | NEW | ||
| BBAX | J P MORGAN EXCHANGE TRADED F | 1.22 | 55,691 | 2,802,370 | REDUCED | -85.99 | |
| BBAX | J P MORGAN EXCHANGE TRADED F | 0.25 | 11,548 | 582,926 | NEW | ||
| BIL | SPDR SER TR | 1.96 | 47,761 | 4,504,170 | ADDED | 2.86 | |
| BIL | SPDR SER TR | 0.15 | 7,048 | 355,454 | UNCHANGED | 0.00 | |
| BLK | BLACKROCK INC | 0.22 | 759 | 507,774 | ADDED | 2.15 | |
| BOND | PIMCO ETF TR | 0.35 | 16,225 | 807,675 | REDUCED | -73.83 | |
| BSX | BOSTON SCIENTIFIC CORP | 0.12 | 5,508 | 275,565 | ADDED | 0.57 | |
| CAG | CONAGRA BRANDS INC | 0.20 | 12,365 | 464,429 | REDUCED | -0.19 | |
| CARZ | FIRST TR EXCHANGE TRADED FD | 4.00 | 141,040 | 9,212,730 | REDUCED | -1.21 | |
| CARZ | FIRST TR EXCHANGE TRADED FD | 2.93 | 435,288 | 6,755,660 | ADDED | 4.67 | |
| CARZ | FIRST TR EXCHANGE TRADED FD | 2.16 | 89,393 | 4,965,760 | REDUCED | -2.55 | |
| CARZ | FIRST TR EXCHANGE TRADED FD | 2.13 | 131,634 | 4,913,900 | ADDED | 4.97 | |
| CFG | CITIZENS FINL GROUP INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| CGCP | CAPITAL GROUP FIXED INCOME E | 1.01 | 87,948 | 2,315,370 | NEW | ||
| CGCP | CAPITAL GROUP FIXED INCOME E | 0.31 | 26,385 | 703,952 | NEW | ||
| CLF | CLEVELAND-CLIFFS INC NEW | 0.68 | 85,478 | 1,566,810 | REDUCED | -3.67 | |
| CMCSA | COMCAST CORP NEW | 0.12 | 7,493 | 284,073 | ADDED | 6.56 | |
| CSCO | CISCO SYS INC | 0.18 | 7,773 | 406,331 | REDUCED | -0.63 | |
| CVS | CVS HEALTH CORP | 0.20 | 6,352 | 472,023 | UNCHANGED | 0.00 | |
| CVX | CHEVRON CORP NEW | 0.27 | 3,756 | 612,829 | ADDED | 15.53 | |
| DIA | SPDR DOW JONES INDL AVERAGE | 2.90 | 20,060 | 6,672,360 | REDUCED | -49.28 | |
| DMXF | ISHARES TR | 0.36 | 33,822 | 839,124 | REDUCED | -90.63 | |
| ECLN | FIRST TR EXCHANGE-TRADED FD | 5.00 | 432,560 | 11,519,100 | ADDED | 16.29 | |
| EPD | ENTERPRISE PRODS PARTNERS L | 0.12 | 10,722 | 277,700 | ADDED | 1.81 | |
| EWBC | EAST WEST BANCORP INC | 0.15 | 6,105 | 338,828 | NEW | ||
| FAUS | FIRST TR EXCH TRD ALPHDX FD | 0.91 | 50,099 | 2,103,660 | NEW | ||
| FBCG | FIDELITY COVINGTON TRUST | 1.10 | 69,287 | 2,535,890 | NEW | ||
| FBCG | FIDELITY COVINGTON TRUST | 0.97 | 19,559 | 2,228,780 | ADDED | 34.2 | |
| FBCG | FIDELITY COVINGTON TRUST | 0.72 | 36,993 | 1,670,230 | NEW | ||
| FBCG | FIDELITY COVINGTON TRUST | 0.24 | 8,947 | 549,955 | UNCHANGED | 0.00 | |
| FBCG | FIDELITY COVINGTON TRUST | 0.13 | 4,563 | 298,816 | UNCHANGED | 0.00 | |
| FBCG | FIDELITY COVINGTON TRUST | 0.11 | 4,608 | 243,715 | UNCHANGED | 0.00 | |
| FBND | FIDELITY MERRIMACK STR TR | 1.00 | 50,303 | 2,313,940 | NEW | ||
| FCAL | FIRST TR EXCH TRADED FD III | 0.22 | 10,778 | 505,380 | NEW | ||
| FCVT | FIRST TR EXCHANGE-TRADED FD | 2.28 | 88,105 | 5,243,130 | REDUCED | -80.39 | |
| FCX | FREEPORT-MCMORAN INC | 0.13 | 7,479 | 305,966 | REDUCED | -1.05 | |
| FDL | FIRST TR MORNINGSTAR DIVID L | 1.19 | 77,239 | 2,741,980 | ADDED | 2.36 | |
| FISV | FISERV INC | 0.25 | 5,134 | 580,296 | REDUCED | -0.43 | |
| FMB | FIRST TR EXCH TRADED FD III | 0.77 | 34,619 | 1,763,360 | ADDED | 68.18 | |
| FTC | FIRST TRUST LRGCP GWT ALPHAD | 0.47 | 11,515 | 1,071,360 | ADDED | 55.11 | |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | 1.52 | 149,231 | 3,505,430 | NEW | ||
| FVD | FIRST TR VALUE LINE DIVID IN | 3.76 | 215,534 | 8,655,860 | REDUCED | -0.68 | |
| GIS | GENERAL MLS INC | 0.34 | 9,066 | 774,749 | REDUCED | -0.38 | |
| GOOG | ALPHABET INC | 0.13 | 2,890 | 299,780 | ADDED | 9.68 | |
| GPI | GROUP 1 AUTOMOTIVE INC | 0.43 | 4,414 | 999,325 | REDUCED | -0.41 | |
| GS | GOLDMAN SACHS GROUP INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| HD | HOME DEPOT INC | 0.11 | 827 | 244,161 | REDUCED | -6.97 | |
| IAU | ISHARES GOLD TR | 0.11 | 6,560 | 245,147 | NEW | ||
| JPM | JPMORGAN CHASE & CO | 0.31 | 5,432 | 707,880 | ADDED | 13.88 | |
| KHC | KRAFT HEINZ CO | 0.10 | 5,812 | 224,750 | REDUCED | -2.56 | |
| KO | COCA COLA CO | 0.15 | 5,406 | 335,334 | ADDED | 4.95 | |
| LEGR | FIRST TR EXCHANGE-TRADED FD | 1.53 | 131,884 | 3,514,800 | REDUCED | -9.26 | |
| LKQ | LKQ CORP | 0.11 | 4,459 | 253,093 | REDUCED | -39.76 | |
| LMT | LOCKHEED MARTIN CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| LOW | LOWES COS INC | 0.10 | 1,168 | 233,565 | REDUCED | -0.51 | |
| MCD | MCDONALDS CORP | 0.18 | 1,524 | 426,175 | REDUCED | -54.03 | |
| MET | METLIFE INC | 0.27 | 10,825 | 627,219 | REDUCED | -0.97 | |
| MRK | MERCK & CO INC | 0.34 | 7,390 | 786,174 | ADDED | 7.19 | |
| MSFT | MICROSOFT CORP | 0.57 | 4,576 | 1,319,390 | ADDED | 1.78 | |
| NEE | NEXTERA ENERGY INC | 0.10 | 3,049 | 234,990 | REDUCED | -34.37 | |
| NFLX | NETFLIX INC | 0.33 | 2,177 | 752,110 | ADDED | 1.07 | |
| NOC | NORTHROP GRUMMAN CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| NS | NUSTAR ENERGY LP | 0.20 | 30,224 | 472,703 | ADDED | 51.75 | |
| OLN | OLIN CORP | 0.18 | 7,347 | 407,759 | REDUCED | -0.11 | |
| PBI | PITNEY BOWES INC | 0.16 | 92,918 | 361,451 | REDUCED | -1.17 | |
| PFE | PFIZER INC | 0.36 | 20,217 | 824,853 | ADDED | 1.43 | |
| PG | PROCTER AND GAMBLE CO | 0.14 | 2,235 | 332,371 | ADDED | 2.34 | |
| PLD | PROLOGIS INC. | 0.37 | 6,775 | 845,340 | ADDED | 1.15 | |
| PNW | PINNACLE WEST CAP CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| PRPL | PURPLE INNOVATION INC | 0.04 | 30,863 | 81,478 | ADDED | 32.67 | |
| QQQ | INVESCO QQQ TR | 0.18 | 1,328 | 426,297 | UNCHANGED | 0.00 | |
| RTX | RAYTHEON TECHNOLOGIES CORP | 0.25 | 5,908 | 578,560 | REDUCED | -0.37 | |
| SCHW | SCHWAB CHARLES CORP | 0.32 | 14,121 | 739,675 | ADDED | 32.95 | |
| SLB | SCHLUMBERGER LTD | 0.48 | 22,397 | 1,099,690 | ADDED | 4.86 | |
| SPY | SPDR S&P 500 ETF TR | 0.09 | 510 | 208,789 | REDUCED | -25.76 | |
| STT | STATE STR CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| TJX | TJX COS INC NEW | 0.27 | 7,886 | 617,947 | ADDED | 1.27 | |
| TMO | THERMO FISHER SCIENTIFIC INC | 0.32 | 1,274 | 734,210 | ADDED | 1.51 | |
| TMUS | T-MOBILE US INC | 0.22 | 3,486 | 504,912 | ADDED | 3.17 | |
| UNH | UNITEDHEALTH GROUP INC | 0.33 | 1,620 | 765,376 | ADDED | 2.27 | |
| V | VISA INC | 0.17 | 1,747 | 393,973 | ADDED | 2.28 | |
| VOO | VANGUARD INDEX FDS | 5.05 | 30,914 | 11,625,800 | REDUCED | -57.59 | |
| WMT | WALMART INC | 0.33 | 5,147 | 758,894 | ADDED | 0.02 | |
| XLB | SELECT SECTOR SPDR TR | 4.60 | 127,959 | 10,598,800 | ADDED | 0.7 | |
| XLB | SELECT SECTOR SPDR TR | 3.30 | 58,764 | 7,607,580 | ADDED | 6.17 | |
| XLB | SELECT SECTOR SPDR TR | 2.57 | 184,342 | 5,926,600 | ADDED | 86.29 | |
| TOTALENERGIES SE | 0.34 | 13,326 | 786,915 | ADDED | 6.42 | ||
| BP PLC | 0.27 | 16,119 | 611,555 | ADDED | 6.4 | ||
| PIMCO ACCESS INCOME FUND | 0.26 | 39,750 | 590,288 | UNCHANGED | 0.00 | ||
| HSBC HLDGS PLC | 0.21 | 14,125 | 482,086 | ADDED | 84.11 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | 0.16 | 3,829 | 356,141 | NEW | |||
| ASTRAZENECA PLC | 0.15 | 4,954 | 343,857 | REDUCED | -0.16 | ||
| PIMCO DYNAMIC INCOME OPRNTS | 0.07 | 12,500 | 155,000 | UNCHANGED | 0.00 | ||
| ATLIS MOTOR VEHICLES INC | 0.00 | 20,527 | 11,836 | NEW |