Crumly--Associates

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "ACN",
  null,
  "ABNB",
  "ADBE",
  "APD",
  "VONG",
  "GOOGL",
  null,
  "AXP",
  "BLK",
  null,
  null,
  "AVGO",
  "BSX",
  null,
  null,
  "CMI",
  null,
  "JMIA",
  null,
  null,
  null,
  "EBAY",
  null,
  "EOG",
  null,
  null,
  "FCX",
  null,
  null,
  "APLD",
  "HON",
  "BITB",
  null,
  "AZN",
  null,
  null,
  null,
  null,
  "MCD",
  null,
  null,
  null,
  "QCOM",
  null,
  null,
  "HSBC",
  "EMR",
  "MUB",
  "META",
  "HEFA",
  "IJH",
  "PRPL",
  null,
  null,
  "PAXS",
  null,
  null,
  "MRVL",
  null,
  "MDT",
  "MSFT",
  "TMUS",
  null,
  "NI",
  null,
  "KLAC",
  "KHC",
  null,
  null,
  "PEP",
  "PNC",
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "PFE",
  "MRK",
  "AMGN",
  null,
  "PDO",
  null,
  null,
  "SLB",
  "RIO",
  null,
  "AMT",
  "TJX",
  "VO",
  "MET",
  "SCHW",
  "EWBC",
  "SUN",
  null,
  "LYG",
  "TTE",
  "TSCO",
  "IEF",
  "TSM",
  null,
  "GPI",
  null,
  "AEE",
  "FI",
  "FTNT",
  "IFF",
  null,
  "AMZN",
  "CLF",
  "LCID",
  null,
  null,
  null,
  null,
  null,
  "VXUS",
  "VIOG",
  "MGV",
  "VB",
  "VOO",
  "V",
  "WMT",
  null,
  "LNT",
  null,
  null,
  "NXPI",
  "CRM",
  "TDY",
  "DIA",
  null,
  "HBI",
  null,
  "PBI",
  null,
  "DGRO",
  null,
  null,
  "AN",
  "BALL",
  "BAC",
  "CVX",
  "GTLS",
  "CSCO",
  "CFG",
  "KO",
  "CMCSA",
  "CEG",
  "CRWD",
  "CYBR",
  "IWB",
  "NEE",
  "QQQ",
  "IWM",
  "EPD",
  "ETN",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "MO",
  "ITOT",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-22
Total Holdings: 167
Total Value: 362160419
Accession Number: 0001759578-25-000008
Form Type: 13F-HR
CIK: crumly--associates
Manager Name: Crumly--Associates

Data Enrichment

66% identified

110 identified57 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

167 positions • $362.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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92206C680

VONG|92206C680

Shares:61.2K

Value:$5.7M

% of Portfolio:1.6% ($5.7M/$362.2M)

33738R704

Shares:82.4K

Value:$5.6M

% of Portfolio:1.6% ($5.6M/$362.2M)

81369Y506

Shares:57.0K

Value:$5.3M

% of Portfolio:1.5% ($5.3M/$362.2M)

47103U845

Shares:101.0K

Value:$5.1M

% of Portfolio:1.4% ($5.1M/$362.2M)

14020Y300

Shares:186.4K

Value:$5.1M

% of Portfolio:1.4% ($5.1M/$362.2M)

316188309

Shares:111.3K

Value:$5.1M

% of Portfolio:1.4% ($5.1M/$362.2M)

337344105

Shares:38.8K

Value:$4.7M

% of Portfolio:1.3% ($4.7M/$362.2M)

33739P301

Shares:97.1K

Value:$4.6M

% of Portfolio:1.3% ($4.6M/$362.2M)

Bitwise Bitcoin ETF

BITB|09174C104

Shares:102.3K

Value:$4.6M

% of Portfolio:1.3% ($4.6M/$362.2M)

46434V456

Shares:114.5K

Value:$4.5M

% of Portfolio:1.3% ($4.5M/$362.2M)

46641Q167

Shares:69.8K

Value:$4.4M

% of Portfolio:1.2% ($4.4M/$362.2M)

Apple Inc.

AAPL|037833100

Shares:19.6K

Value:$4.4M

% of Portfolio:1.2% ($4.4M/$362.2M)

33734X127

Shares:227.4K

Value:$3.8M

% of Portfolio:1.0% ($3.8M/$362.2M)

72201R874

Shares:75.0K

Value:$3.8M

% of Portfolio:1.0% ($3.8M/$362.2M)

464287507

IJH|464287507

Shares:50.8K

Value:$3.0M

% of Portfolio:0.8% ($3.0M/$362.2M)

33738D101

Shares:74.0K

Value:$2.8M

% of Portfolio:0.8% ($2.8M/$362.2M)

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:5.8K

Value:$2.5M

% of Portfolio:0.7% ($2.5M/$362.2M)

33734X150

Shares:34.5K

Value:$2.4M

% of Portfolio:0.7% ($2.4M/$362.2M)

81369Y605

Shares:41.1K

Value:$2.0M

% of Portfolio:0.6% ($2.0M/$362.2M)

MICROSOFT CORP

MSFT|594918104

Shares:5.2K

Value:$2.0M

% of Portfolio:0.5% ($2.0M/$362.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VONGcusip92206C680)	61.2K	QoQ -59.91% (-91.4K) YoY -24.96% (-20.3K)	All Managers (Combined)	$5.7M	1.6% ($5.7M/$362.2M)	QoQ -63.99% (-$10.1M) YoY -19.66% (-$1.4M)
(cusip33738R704)✕	82.4K	QoQ +39.58% (+23.4K) YoY NEW(+82.4K)	All Managers (Combined)	$5.6M	1.6% ($5.6M/$362.2M)	QoQ +23.58% (+$1.1M) YoY NEW(+$5.6M)
(cusip81369Y506)✕	57.0K	QoQ -0.84% (-484) YoY -10.13% (-6.4K)	All Managers (Combined)	$5.3M	1.5% ($5.3M/$362.2M)	QoQ +8.17% (-$402.4K) YoY -11.04% (-$661.4K)
(cusip47103U845)✕	101.0K	QoQ -5.34% (-5.7K) YoY -35.35% (-55.2K)	All Managers (Combined)	$5.1M	1.4% ($5.1M/$362.2M)	QoQ -5.34% (-$288.8K) YoY -35.39% (-$2.8M)
(cusip14020Y300)✕	186.4K	QoQ +3.46% (+6.2K) YoY +79.97% (+82.8K)	All Managers (Combined)	$5.1M	1.4% ($5.1M/$362.2M)	QoQ +3.54% (+$174.2K) YoY +81.70% (+$2.3M)
(cusip316188309)✕	111.3K	QoQ +3.16% (+3.4K) YoY +79.64% (+49.3K)	All Managers (Combined)	$5.1M	1.4% ($5.1M/$362.2M)	QoQ +4.96% (+$240.2K) YoY +80.99% (+$2.3M)
(cusip337344105)✕	38.8K	QoQ -10.90% (-4.7K) YoY -70.17% (-91.3K)	All Managers (Combined)	$4.7M	1.3% ($4.7M/$362.2M)	QoQ -13.77% (-$749.5K) YoY -70.89% (-$11.4M)
(cusip33739P301)✕	97.1K	QoQ -5.52% (-5.7K) YoY -47.52% (-87.9K)	All Managers (Combined)	$4.6M	1.3% ($4.6M/$362.2M)	QoQ -6.47% (-$321.5K) YoY -47.92% (-$4.3M)
Bitwise Bitcoin ETF(BITBcusip09174C104)	102.3K	QoQ NEW(+102.3K) YoY NEW(+102.3K)	All Managers (Combined)	$4.6M	1.3% ($4.6M/$362.2M)	QoQ NEW(+$4.6M) YoY NEW(+$4.6M)
(cusip46434V456)✕	114.5K	QoQ -1.15% (-1.3K) YoY -34.33% (-59.9K)	All Managers (Combined)	$4.5M	1.3% ($4.5M/$362.2M)	QoQ +5.69% (-$244.7K) YoY -34.28% (-$2.4M)
(cusip46641Q167)✕	69.8K	QoQ -66.55% (-139.0K) YoY -68.90% (-154.8K)	All Managers (Combined)	$4.4M	1.2% ($4.4M/$362.2M)	QoQ -66.42% (-$8.8M) YoY -67.01% (-$9.0M)
Apple Inc.(AAPLcusip037833100)	19.6K	QoQ +0.95% (-186) YoY +3.57% (+677)	All Managers (Combined)	$4.4M	1.2% ($4.4M/$362.2M)	QoQ -10.45% (-$508.3K) YoY +34.16% (+$1.1M)
(cusip33734X127)✕	227.4K	QoQ -0.95% (-2.2K) YoY -60.75% (-352.0K)	All Managers (Combined)	$3.8M	1.0% ($3.8M/$362.2M)	QoQ +0.14% (-$5.3K) YoY -65.38% (-$7.1M)
(cusip72201R874)✕	75.0K	QoQ +16.45% (+10.6K) YoY +12.23% (+8.2K)	All Managers (Combined)	$3.8M	1.0% ($3.8M/$362.2M)	QoQ +16.87% (+$541.5K) YoY +12.50% (+$416.9K)
(IJHcusip464287507)	50.8K	QoQ -1.90% (-984) YoY -9.95% (-5.6K)	All Managers (Combined)	$3.0M	0.8% ($3.0M/$362.2M)	QoQ -8.13% (-$262.3K) YoY -13.50% (-$462.3K)
(cusip33738D101)✕	74.0K	QoQ -0.16% (-119) YoY -10.73% (-8.9K)	All Managers (Combined)	$2.8M	0.8% ($2.8M/$362.2M)	QoQ +4.99% (-$131.9K) YoY +13.32% (-$326.2K)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	5.8K	QoQ 0.00% (-0) YoY +0.24% (+14)	All Managers (Combined)	$2.5M	0.7% ($2.5M/$362.2M)	QoQ -1.32% (-$32.8K) YoY +5.81% (+$134.8K)
(cusip33734X150)✕	34.5K	QoQ -0.87% (-306) YoY -10.54% (-4.1K)	All Managers (Combined)	$2.4M	0.7% ($2.4M/$362.2M)	QoQ -7.72% (-$201.4K) YoY -14.61% (-$411.8K)
(cusip81369Y605)✕	41.1K	QoQ -0.82% (-341) YoY -16.47% (-8.1K)	All Managers (Combined)	$2.0M	0.6% ($2.0M/$362.2M)	QoQ +2.21% (-$44.4K) YoY -1.22% (-$25.4K)
MICROSOFT CORP(MSFTcusip594918104)	5.2K	QoQ +12.61% (+585) YoY +29.01% (+1.2K)	All Managers (Combined)	$2.0M	0.5% ($2.0M/$362.2M)	QoQ +0.29% (+$5.7K) YoY +15.12% (+$257.6K)