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

167 positions • $362.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 3 of 9

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464288414

Shares:17.7K

Value:$1.9M

% of Portfolio:0.5% ($1.9M/$362.2M)

Broadcom Inc.

Shares:11.0K

Value:$1.8M

% of Portfolio:0.5% ($1.8M/$362.2M)

NETFLIX INC

Shares:2.0K

Value:$1.8M

% of Portfolio:0.5% ($1.8M/$362.2M)

46641Q647

Shares:36.2K

Value:$1.8M

% of Portfolio:0.5% ($1.8M/$362.2M)

233051705

Shares:69.3K

Value:$1.7M

% of Portfolio:0.5% ($1.7M/$362.2M)

JPMORGAN CHASE & CO

Shares:6.2K

Value:$1.5M

% of Portfolio:0.4% ($1.5M/$362.2M)

33734X135

Shares:28.4K

Value:$1.5M

% of Portfolio:0.4% ($1.5M/$362.2M)

78468R770

Shares:13.7K

Value:$1.5M

% of Portfolio:0.4% ($1.5M/$362.2M)

81369Y209

Shares:10.3K

Value:$1.5M

% of Portfolio:0.4% ($1.5M/$362.2M)

AMAZON COM INC

Shares:7.8K

Value:$1.5M

% of Portfolio:0.4% ($1.5M/$362.2M)

SPDR S&P 500 ETF TRUST

Shares:2.6K

Value:$1.5M

% of Portfolio:0.4% ($1.5M/$362.2M)

Walmart Inc.

Shares:14.4K

Value:$1.3M

% of Portfolio:0.3% ($1.3M/$362.2M)

233051515

Shares:41.2K

Value:$1.2M

% of Portfolio:0.3% ($1.2M/$362.2M)

NVIDIA CORP

Shares:11.3K

Value:$1.2M

% of Portfolio:0.3% ($1.2M/$362.2M)

33739N108

Shares:20.4K

Value:$1.0M

% of Portfolio:0.3% ($1.0M/$362.2M)

FISERV INC

Shares:4.6K

Value:$1.0M

% of Portfolio:0.3% ($1.0M/$362.2M)

336917109

Shares:23.3K

Value:$1.0M

% of Portfolio:0.3% ($1.0M/$362.2M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

Shares:5.9K

Value:$985.2K

% of Portfolio:0.3% ($985.2K/$362.2M)

Tesla, Inc.

Shares:3.6K

Value:$928.8K

% of Portfolio:0.3% ($928.8K/$362.2M)

Alphabet Inc.

GOOGL|02079K305

Shares:5.9K

Value:$913.8K

% of Portfolio:0.3% ($913.8K/$362.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(MUBcusip464288414)	17.7K	QoQ +2.75% (+474) YoY +104.58% (+9.0K)	All Managers (Combined)	$1.9M	0.5% ($1.9M/$362.2M)	QoQ +1.68% (+$30.9K) YoY +100.47% (+$934.5K)
Broadcom Inc.(AVGOcusip11135F101)	11.0K	QoQ -0.40% (-45) YoY +885.26% (+9.9K)	All Managers (Combined)	$1.8M	0.5% ($1.8M/$362.2M)	QoQ -28.07% (-$716.8K) YoY +24.46% (+$360.9K)
NETFLIX INC(NFLXcusip64110L106)	2.0K	QoQ -2.97% (-60) YoY -6.77% (-142)	All Managers (Combined)	$1.8M	0.5% ($1.8M/$362.2M)	QoQ +1.50% (-$27.1K) YoY +43.14% (-$549.5K)
(cusip46641Q647)✕	36.2K	QoQ +7.71% (+2.6K) YoY -1.12% (-411)	All Managers (Combined)	$1.8M	0.5% ($1.8M/$362.2M)	QoQ +7.39% (+$124.7K) YoY -2.56% (-$47.7K)
(cusip233051705)✕	69.3K	QoQ +6.37% (+4.2K) YoY NEW(+69.3K)	All Managers (Combined)	$1.7M	0.5% ($1.7M/$362.2M)	QoQ +3.72% (+$61.3K) YoY NEW(+$1.7M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	6.2K	QoQ +2.35% (+142) YoY +3.92% (+233)	All Managers (Combined)	$1.5M	0.4% ($1.5M/$362.2M)	QoQ +4.74% (+$68.5K) YoY +27.27% (+$324.1K)
(cusip33734X135)✕	28.4K	QoQ -2.38% (-694) YoY -35.18% (-15.4K)	All Managers (Combined)	$1.5M	0.4% ($1.5M/$362.2M)	QoQ -4.42% (-$69.7K) YoY -27.71% (-$577.3K)
(cusip78468R770)✕	13.7K	QoQ -1.44% (-201) YoY -31.20% (-6.2K)	All Managers (Combined)	$1.5M	0.4% ($1.5M/$362.2M)	QoQ -1.10% (-$16.7K) YoY -30.83% (-$668.4K)
(cusip81369Y209)✕	10.3K	QoQ -17.66% (-2.2K) YoY -47.99% (-9.5K)	All Managers (Combined)	$1.5M	0.4% ($1.5M/$362.2M)	QoQ -12.61% (-$216.3K) YoY -48.60% (-$1.4M)
AMAZON COM INC(AMZNcusip023135106)	7.8K	QoQ +2.01% (-154) YoY +4.46% (+333)	All Managers (Combined)	$1.5M	0.4% ($1.5M/$362.2M)	QoQ -11.52% (-$193.1K) YoY +10.18% (+$137.0K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	2.6K	QoQ +0.11% (-3) YoY +348.71% (+2.0K)	All Managers (Combined)	$1.5M	0.4% ($1.5M/$362.2M)	QoQ -4.44% (-$68.1K) YoY +379.97% (+$1.2M)
Walmart Inc.(WMTcusip931142103)	14.4K	QoQ +2.25% (-318) YoY +0.41% (+60)	All Managers (Combined)	$1.3M	0.3% ($1.3M/$362.2M)	QoQ -0.64% (-$8.2K) YoY +46.51% (+$402.3K)
(cusip233051515)✕	41.2K	QoQ -0.97% (-406) YoY -0.97% (-406)	All Managers (Combined)	$1.2M	0.3% ($1.2M/$362.2M)	QoQ +5.62% (-$66.2K) YoY +0.59% (-$7.3K)
NVIDIA CORP(NVDAcusip67066G104)	11.3K	QoQ +5.66% (-604) YoY NEW(+11.3K)	All Managers (Combined)	$1.2M	0.3% ($1.2M/$362.2M)	QoQ -14.71% (-$210.6K) YoY NEW(+$1.2M)
(cusip33739N108)✕	20.4K	QoQ -1.42% (-294) YoY -51.84% (-21.9K)	All Managers (Combined)	$1.0M	0.3% ($1.0M/$362.2M)	QoQ -2.55% (-$27.0K) YoY -52.71% (-$1.1M)
FISERV INC(FIcusip337738108)	4.6K	QoQ +1.31% (+60) YoY -4.47% (-216)	All Managers (Combined)	$1.0M	0.3% ($1.0M/$362.2M)	QoQ +8.91% (+$83.4K) YoY +31.99% (-$246.9K)
(cusip336917109)✕	23.3K	QoQ +25.04% (+4.7K) YoY -41.72% (-16.6K)	All Managers (Combined)	$1.0M	0.3% ($1.0M/$362.2M)	QoQ +34.92% (+$261.4K) YoY -34.21% (-$525.3K)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	5.9K	QoQ +3.07% (-177) YoY +5.68% (+319)	All Managers (Combined)	$985.2K	0.3% ($985.2K/$362.2M)	QoQ -13.36% (-$151.9K) YoY +28.94% (+$221.1K)
Tesla, Inc.(TSLAcusip88160R101)	3.6K	QoQ +37.74% (-982) YoY NEW(+3.6K)	All Managers (Combined)	$928.8K	0.3% ($928.8K/$362.2M)	QoQ -11.60% (-$122.0K) YoY NEW(+$928.8K)
Alphabet Inc.(GOOGLcusip02079K305)	5.9K	QoQ +1.52% (-89) YoY +3.05% (+175)	All Managers (Combined)	$913.8K	0.3% ($913.8K/$362.2M)	QoQ -17.06% (-$188.0K) YoY +5.58% (+$48.3K)