Portfolio (Quarterly)
Guide ↗
Crumly & Associates Inc.
· CIK 0001759578| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | MDT | MEDTRONIC PLC | Healthcare | 8,934 | $774K | 0.16% | SOLD |
| 2 | — | BERKSHIRE HATHAWAY INC DEL | — | 1,261 | $604K | 0.13% | SOLD |
| 3 | HON | HONEYWELL INTL INC | Industrials | 2,580 | $583K | 0.12% | SOLD |
| 4 | FTSM | FIRST TR EXCHANGE-TRADED FD | — | 9,324 | $557K | 0.12% | SOLD |
| 5 | TGT | TARGET CORP | Consumer Defensive | 4,404 | $534K | 0.11% | SOLD |
| 6 | TBLL | INVESCO EXCH TRADED FD TR II | — | 4,150 | $438K | 0.09% | SOLD |
| 7 | MCD | MCDONALDS CORP | Consumer Cyclical | 1,274 | $396K | 0.08% | SOLD |
| 8 | TRV | TRAVELERS COMPANIES INC | Financial Services | 1,082 | $316K | 0.07% | SOLD |
| 9 | FBND | FIDELITY MERRIMACK STR TR | — | 6,549 | $299K | 0.06% | SOLD |
| 10 | CGMS | CAPITAL GRP FIXED INCM ETF T | — | 10,780 | $294K | 0.06% | SOLD |
| 11 | VBND | ETF SER SOLUTIONS | — | 6,608 | $287K | 0.06% | SOLD |
| 12 | — | EXPAND ENERGY CORPORATION | — | 2,604 | $286K | 0.06% | SOLD |
| 13 | KMI | KINDER MORGAN INC DEL | Energy | 8,309 | $279K | 0.06% | SOLD |
| 14 | IVV | ISHARES TR | — | 419 | $274K | 0.06% | SOLD |
| 15 | KO | COCA COLA CO | Consumer Defensive | 3,404 | $259K | 0.05% | SOLD |
| 16 | IWL | ISHARES TR | — | 1,466 | $235K | 0.05% | SOLD |
| 17 | EWG | ISHARES INC | — | 5,891 | $234K | 0.05% | SOLD |
| 18 | WRB | BERKLEY W R CORP | Financial Services | 3,436 | $228K | 0.05% | SOLD |
| 19 | PSK | SPDR SERIES TRUST | — | 7,368 | $227K | 0.05% | SOLD |
| 20 | SJNK | SPDR SERIES TRUST | — | 8,539 | $213K | 0.04% | SOLD |
Sector Allocation
Technology
35.4%
Financial Services
31.0%
Communication Services
6.4%
Consumer Cyclical
6.1%
Healthcare
5.2%
Industrials
3.9%
Utilities
3.5%
Energy
2.7%
Consumer Defensive
2.4%
Real Estate
1.9%