0001759578-23-000005.txt : 20230721 0001759578-23-000005.hdr.sgml : 20230721 20230721160804 ACCESSION NUMBER: 0001759578-23-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230721 DATE AS OF CHANGE: 20230721 EFFECTIVENESS DATE: 20230721 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Crumly & Associates Inc. CENTRAL INDEX KEY: 0001759578 IRS NUMBER: 274418309 STATE OF INCORPORATION: IL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19832 FILM NUMBER: 231102612 BUSINESS ADDRESS: STREET 1: 214 SOUTH GRAND AVE WEST CITY: SPRINGFIELD STATE: IL ZIP: 62704 BUSINESS PHONE: 2173213210 MAIL ADDRESS: STREET 1: 214 SOUTH GRAND AVE WEST CITY: SPRINGFIELD STATE: IL ZIP: 62704 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001759578 XXXXXXXX 06-30-2023 06-30-2023 Crumly & Associates Inc.
214 SOUTH GRAND AVE WEST SPRINGFIELD IL 62704
13F HOLDINGS REPORT 028-19832 000168998 801-81175 N
Bridget Johnson Director of Compliance and Operations 217-321-3210 Bridget K. Johnson Springfield IL 07-21-2023 0 117 249735532 false
INFORMATION TABLE 2 20230630-13F.xml AIRBNB INC COM CL A 009066101 438307 3420 SH SOLE 0 0 0 3420 ALEXANDRIA REAL ESTATE EQ IN COM 015271109 242480 2137 SH SOLE 0 0 0 2137 ALPHABET INC CAP STK CL A 02079K305 528236 4413 SH SOLE 0 0 0 4413 AMAZON COM INC COM 023135106 1086942 8338 SH SOLE 0 0 0 8338 APPLE INC COM 037833100 3507120 18081 SH SOLE 0 0 0 18081 ASTRAZENECA PLC SPONSORED ADR 046353108 436649 6101 SH SOLE 0 0 0 6101 BALL CORP COM 058498106 432142 7424 SH SOLE 0 0 0 7424 BANK AMERICA CORP COM 060505104 628569 21909 SH SOLE 0 0 0 21909 BLACKROCK INC COM 09247X101 518955 751 SH SOLE 0 0 0 751 BOEING CO COM 097023105 1816398 8602 SH SOLE 0 0 0 8602 BOSTON SCIENTIFIC CORP COM 101137107 443700 8203 SH SOLE 0 0 0 8203 BP PLC SPONSORED ADR 055622104 631303 17889 SH SOLE 0 0 0 17889 BROADCOM INC COM 11135F101 1289871 1487 SH SOLE 0 0 0 1487 CAPITAL GRP FIXED INCM ETF T US MULTI-SECTOR 14020Y300 2410641 92539 SH SOLE 0 0 0 92539 CAPITAL GRP FIXED INCM ETF T MUNICIPAL INCOME 14020Y201 1986049 75016 SH SOLE 0 0 0 75016 CHEVRON CORP NEW COM 166764100 611305 3885 SH SOLE 0 0 0 3885 CISCO SYS INC COM 17275R102 478489 9248 SH SOLE 0 0 0 9248 CLEVELAND-CLIFFS INC NEW COM 185899101 1576814 94082 SH SOLE 0 0 0 94082 COCA COLA CO COM 191216100 403354 6698 SH SOLE 0 0 0 6698 COMCAST CORP NEW CL A 20030N101 407852 9816 SH SOLE 0 0 0 9816 CONAGRA BRANDS INC COM 205887102 434853 12896 SH SOLE 0 0 0 12896 CUMMINS INC COM 231021106 436319 1780 SH SOLE 0 0 0 1780 CVS HEALTH CORP COM 126650100 522075 7552 SH SOLE 0 0 0 7552 DBX ETF TR XTRACKERS SHRT 233051283 7123525 163922 SH SOLE 0 0 0 163922 DBX ETF TR XTRACKERS RUSSEL 233051481 7241581 161286 SH SOLE 0 0 0 161286 DBX ETF TR XTRACKERS FTSE 233051515 3123179 114507 SH SOLE 0 0 0 114507 DISNEY WALT CO COM 254687106 311766 3492 SH SOLE 0 0 0 3492 EAST WEST BANCORP INC COM 27579R104 578367 10956 SH SOLE 0 0 0 10956 ENTERPRISE PRODS PARTNERS L COM 293792107 286135 10859 SH SOLE 0 0 0 10859 ETF SER SOLUTIONS DISTILLATE US 26922A321 15867192 350540 SH SOLE 0 0 0 350540 ETF SER SOLUTIONS DISTILLATE INTNL 26922B501 8123234 355800 SH SOLE 0 0 0 355800 ETF SER SOLUTIONS DISTILLATE SMLMD 26922B667 5133983 170287 SH SOLE 0 0 0 170287 FIDELITY COVINGTON TRUST CONSMR STAPLES 316092303 2467078 54317 SH SOLE 0 0 0 54317 FIDELITY COVINGTON TRUST MSCI HLTH CARE I 316092600 564717 8947 SH SOLE 0 0 0 8947 FIDELITY COVINGTON TRUST MSCI COMMNTN SVC 316092873 3674731 91298 SH SOLE 0 0 0 91298 FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808 2780834 21286 SH SOLE 0 0 0 21286 FIDELITY COVINGTON TRUST MSCI CONSM DIS 316092204 309115 4216 SH SOLE 0 0 0 4216 FIDELITY COVINGTON TRUST MSCI INDL INDX 316092709 237417 4175 SH SOLE 0 0 0 4175 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 2408577 53029 SH SOLE 0 0 0 53029 FIRST INDL RLTY TR INC COM 32054K103 275202 5228 SH SOLE 0 0 0 5228 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 2972759 58657 SH SOLE 0 0 0 58657 FIRST TR EXCH TRADED FD III MUNI HI INCM ETF 33739P301 2639672 56044 SH SOLE 0 0 0 56044 FIRST TR EXCH TRD ALPHDX FD INDIA NFTY50 EQW 33737J802 8993571 188032 SH SOLE 0 0 0 188032 FIRST TR EXCHANGE TRAD FD VI FST TR GLB FD 33739H101 3666578 161027 SH SOLE 0 0 0 161027 FIRST TR EXCHANGE TRADED FD ENERGY ALPHADX 33734X127 6910704 441861 SH SOLE 0 0 0 441861 FIRST TR EXCHANGE TRADED FD FINLS ALPHADEX 33734X135 3795315 100671 SH SOLE 0 0 0 100671 FIRST TR EXCHANGE TRADED FD INDLS PROD DUR 33734X150 5258158 87505 SH SOLE 0 0 0 87505 FIRST TR EXCHANGE TRADED FD MATERIALS ALPH 33734X168 6390365 99554 SH SOLE 0 0 0 99554 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 2520644 53517 SH SOLE 0 0 0 53517 FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY 33738D101 9667308 358048 SH SOLE 0 0 0 358048 FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 33741X102 207852 7342 SH SOLE 0 0 0 7342 FIRST TR EXCHNG TRADED FD VI TCW UNCONSTRAI 33740F888 2395762 99121 SH SOLE 0 0 0 99121 FIRST TR MORNINGSTAR DIVID L SHS 336917109 4552102 133846 SH SOLE 0 0 0 133846 FIRST TR VALUE LINE DIVID IN SHS 33734H106 8373219 208861 SH SOLE 0 0 0 208861 FIRST TRUST LRGCP GWT ALPHAD COM SHS 33735K108 428052 4226 SH SOLE 0 0 0 4226 FISERV INC COM 337738108 565026 4479 SH SOLE 0 0 0 4479 FREEPORT-MCMORAN INC CL B 35671D857 434000 10850 SH SOLE 0 0 0 10850 GENERAL MLS INC COM 370334104 200251 2611 SH SOLE 0 0 0 2611 GROUP 1 AUTOMOTIVE INC COM 398905109 898340 3481 SH SOLE 0 0 0 3481 HSBC HLDGS PLC SPON ADR NEW 404280406 604284 15252 SH SOLE 0 0 0 15252 INTERNATIONAL FLAVORS&FRAGRA COM 459506101 402805 5061 SH SOLE 0 0 0 5061 INVESCO QQQ TR UNIT SER 1 46090E103 490708 1328 SH SOLE 0 0 0 1328 ISHARES GOLD TR ISHARES NEW 464285204 238718 6560 SH SOLE 0 0 0 6560 ISHARES TR U.S. MED DVC ETF 464288810 1660093 29403 SH SOLE 0 0 0 29403 ISHARES TR US HOME CONS ETF 464288752 216098 2529 SH SOLE 0 0 0 2529 ISHARES TR CORE S&P MCP ETF 464287507 3199512 12236 SH SOLE 0 0 0 12236 ISHARES TR RUS TP200 GR ETF 464289438 5218362 32911 SH SOLE 0 0 0 32911 ISHARES TR JPMORGAN USD EMG 464288281 2551199 29480 SH SOLE 0 0 0 29480 ISHARES TR CORE DIV GRWTH 46434V621 7457093 144714 SH SOLE 0 0 0 144714 ISHARES TR MSCI INTL QUALTY 46434V456 3310147 92982 SH SOLE 0 0 0 92982 J P MORGAN EXCHANGE TRADED F DIV RTN EM EQT 46641Q308 4092854 81063 SH SOLE 0 0 0 81063 JPMORGAN CHASE & CO COM 46625H100 787888 5417 SH SOLE 0 0 0 5417 KRAFT HEINZ CO COM 500754106 339345 9559 SH SOLE 0 0 0 9559 LKQ CORP COM 501889208 222650 3821 SH SOLE 0 0 0 3821 LLOYDS BANKING GROUP PLC SPONSORED ADR 539439109 57873 26306 SH SOLE 0 0 0 26306 LOWES COS INC COM 548661107 286639 1270 SH SOLE 0 0 0 1270 MARVELL TECHNOLOGY INC COM 573874104 255201 4269 SH SOLE 0 0 0 4269 MCDONALDS CORP COM 580135101 294088 986 SH SOLE 0 0 0 986 MEDTRONIC PLC SHS G5960L103 251998 2860 SH SOLE 0 0 0 2860 MERCK & CO INC COM 58933Y105 725059 6284 SH SOLE 0 0 0 6284 METLIFE INC COM 59156R108 494938 8755 SH SOLE 0 0 0 8755 MICROSOFT CORP COM 594918104 1258922 3697 SH SOLE 0 0 0 3697 NETFLIX INC COM 64110L106 874373 1985 SH SOLE 0 0 0 1985 NISOURCE INC COM 65473P105 260646 9530 SH SOLE 0 0 0 9530 NUSTAR ENERGY LP UNIT COM 67058H102 501945 29285 SH SOLE 0 0 0 29285 NXU INC CL A 62956D105 10888 20527 SH SOLE 0 0 0 20527 OLIN CORP COM PAR $1 680665205 385271 7497 SH SOLE 0 0 0 7497 PFIZER INC COM 717081103 626528 17081 SH SOLE 0 0 0 17081 PIMCO ACCESS INCOME FUND SHS BENFIN INT 72203T100 586313 39750 SH SOLE 0 0 0 39750 PIMCO DYNAMIC INCOME OPRNTS COM BEN SHS 69355M107 163250 12500 SH SOLE 0 0 0 12500 PIMCO ETF TR SHTRM MUN BD ACT 72201R874 1310408 26457 SH SOLE 0 0 0 26457 PITNEY BOWES INC COM 724479100 494736 139756 SH SOLE 0 0 0 139756 PROCTER AND GAMBLE CO COM 742718109 407320 2684 SH SOLE 0 0 0 2684 PROLOGIS INC. COM 74340W103 916559 7474 SH SOLE 0 0 0 7474 PURPLE INNOVATION INC COM 74640Y106 136951 49263 SH SOLE 0 0 0 49263 RAYTHEON TECHNOLOGIES CORP COM 75513E101 552778 5643 SH SOLE 0 0 0 5643 SALESFORCE INC COM 79466L302 297454 1408 SH SOLE 0 0 0 1408 SCHLUMBERGER LTD COM STK 806857108 1204373 24519 SH SOLE 0 0 0 24519 SCHWAB CHARLES CORP COM 808513105 638405 11263 SH SOLE 0 0 0 11263 SELECT SECTOR SPDR TR ENERGY 81369Y506 10346128 127462 SH SOLE 0 0 0 127462 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 4939729 146536 SH SOLE 0 0 0 146536 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 9135793 68830 SH SOLE 0 0 0 68830 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 5967517 17355 SH SOLE 0 0 0 17355 SPDR S&P 500 ETF TR TR UNIT 78462F103 258357 583 SH SOLE 0 0 0 583 SPDR SER TR PORTFOLI S&P1500 78464A805 383718 7048 SH SOLE 0 0 0 7048 SPDR SER TR RUSSELL YIELD 78468R770 5651217 59305 SH SOLE 0 0 0 59305 T-MOBILE US INC COM 872590104 397671 2863 SH SOLE 0 0 0 2863 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 489124 4847 SH SOLE 0 0 0 4847 TE CONNECTIVITY LTD SHS H84989104 328956 2347 SH SOLE 0 0 0 2347 THERMO FISHER SCIENTIFIC INC COM 883556102 481498 923 SH SOLE 0 0 0 923 TJX COS INC NEW COM 872540109 557494 6575 SH SOLE 0 0 0 6575 TOTALENERGIES SE SPONSORED ADS 89151E109 775272 13450 SH SOLE 0 0 0 13450 UNITEDHEALTH GROUP INC COM 91324P102 520790 1084 SH SOLE 0 0 0 1084 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 277458 3817 SH SOLE 0 0 0 3817 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 11651832 28609 SH SOLE 0 0 0 28609 VISA INC COM CL A 92826C839 363206 1529 SH SOLE 0 0 0 1529 WALMART INC COM 931142103 780366 4965 SH SOLE 0 0 0 4965