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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Crumly & Associates Inc.

Quarter ended Q1 2023 · Filed March 3, 2023 · Accession 0001759578-23-000003

Total Value
$265.0M
Positions
95
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (95)

#IssuerTicker / CUSIPSharesValue% of Filing
1FIRST TR EXCHANGE-TRADED FD33739Q408449,269$26.7M10.08%
2VANGUARD INDEX FDS92290836372,886$25.6M9.66%
3J P MORGAN EXCHANGE TRADED F46641Q837397,507$19.9M7.52%
4ETF SER SOLUTIONS26922A321396,412$16.2M6.10%
5SPDR DOW JONES INDL AVERAGE78467X10939,551$13.1M4.94%
6SELECT SECTOR SPDR TR81369Y506127,071$11.1M4.19%
7FIRST TR EXCHANGE-TRADED FD33738D101371,971$9.9M3.75%
8ISHARES TR46436E882361,087$8.9M3.37%
9FIRST TR VALUE LINE DIVID IN33734H106217,017$8.7M3.27%
10FIRST TR EXCHANGE TRADED FD33734X168142,772$8.7M3.26%
11ISHARES TR46434V621162,401$8.1M3.06%
12SELECT SECTOR SPDR TR81369Y20955,349$7.5M2.84%
13FIRST TR EXCHANGE TRADED FD33734X127415,880$7.1M2.68%
14ISHARES TR46428750727,692$6.7M2.53%
15ISHARES TR464288810112,061$5.9M2.22%
16FIRST TR EXCHANGE-TRADED FD33738R506124,547$5.5M2.06%
17FIRST TR EXCHANGE TRADED FD33734X135125,400$5.1M1.94%
18FIRST TR EXCHANGE TRADED FD33734X15091,735$4.7M1.78%
19SPDR SER TR78468R77046,433$4.4M1.64%
20ISHARES TR46428943831,478$3.8M1.43%
21FIRST TR EXCHANGE-TRADED FD33741X102145,339$3.8M1.43%
22SELECT SECTOR SPDR TR81369Y60598,952$3.4M1.28%
23PIMCO ETF TR72201R87462,007$3.1M1.15%
24FIRST TR MORNINGSTAR DIVID L33691710975,461$2.8M1.04%
25DBX ETF TR23305148159,944$2.5M0.95%
26APPLE INCAAPL18,194$2.4M0.89%
27FIRST TR EXCHNG TRADED FD VI33740F88871,917$1.7M0.65%
28BOEING COBA-PA8,832$1.7M0.63%
29CLEVELAND-CLIFFS INC NEWCLF88,732$1.4M0.54%
30FIDELITY COVINGTON TRUST31609280814,574$1.4M0.52%
31SCHLUMBERGER LTDSLB21,359$1.1M0.43%
32MICROSOFT CORPMSFT4,496$1.1M0.41%
33FIRST TR EXCH TRADED FD III33739N10820,584$1.0M0.39%
34PFIZER INCPFE19,932$1.0M0.39%
35BROADCOM INCAVGO1,739$972,3290.37%
36SCHWAB CHARLES CORPSCHW-PJ10,621$884,3310.33%
37MCDONALDS CORPMCD3,315$873,6820.33%
38UNITEDHEALTH GROUP INCUNH1,584$839,5590.32%
39GROUP 1 AUTOMOTIVE INCGPI4,432$799,3260.30%
40METLIFE INCMET-PF10,931$791,0990.30%
41LOCKHEED MARTIN CORPLMT1,619$787,7480.30%
42TOTALENERGIES SETTE12,522$777,3810.29%
43MERCK & CO INCMRK6,894$764,8930.29%
44GENERAL MLS INC3703341049,101$763,0880.29%
45PROLOGIS INC.PLDGP6,698$755,0860.28%
46WALMART INCWMT5,146$729,6220.28%
47THERMO FISHER SCIENTIFIC INCTMO1,255$691,0340.26%
48FIRST TRUST LRGCP GWT ALPHAD33735K1087,424$678,7020.26%
49JPMORGAN CHASE & COVYLD4,770$639,6200.24%
50NETFLIX INCNFLX2,154$635,1720.24%
51TJX COS INC NEW8725401097,787$619,8450.23%
52RAYTHEON TECHNOLOGIES CORPRTX5,930$598,4450.23%
53CVS HEALTH CORPCVS6,352$591,9500.22%
54PIMCO ACCESS INCOME FUNDPAXS39,750$587,9030.22%
55CHEVRON CORP NEWCVX3,251$583,5220.22%
56NORTHROP GRUMMAN CORPNOC1,056$575,9650.22%
57FIDELITY COVINGTON TRUST3160926008,947$572,4110.22%
58BP PLCBPPFF15,149$529,1550.20%
59BLACKROCK INCBLK743$526,4190.20%
60FISERV INCFISV5,156$521,1170.20%
61ALLSTATE CORPALL-PJ3,707$502,6310.19%
62CONAGRA BRANDS INCCAG12,389$479,4540.18%
63T-MOBILE US INCTMUSZ3,379$473,0600.18%
64GOLDMAN SACHS GROUP INCGSCE1,359$466,8010.18%
65STATE STR CORPSTT-PG5,534$429,2720.16%
66LKQ CORPLKQ7,402$395,3410.15%
67OLIN CORPOLN7,355$389,3740.15%
68NEXTERA ENERGY INCNEE-PW4,646$388,4390.15%
69CISCO SYS INCCSCO7,822$372,6380.14%
70PITNEY BOWES INCPBI-PB94,019$357,2720.13%
71VISA INCV1,708$354,9410.13%
72INVESCO QQQ TRIVZ1,328$353,7050.13%
73AMAZON COM INCAMZN4,193$352,2120.13%
74ASTRAZENECA PLCAZN4,962$336,4240.13%
75SPDR SER TR78464A8057,048$333,3220.13%
76PROCTER AND GAMBLE CO7427181092,184$331,0570.12%
77COCA COLA COKO5,151$327,6550.12%
78NUSTAR ENERGY LPNU19,917$318,6720.12%
79FREEPORT-MCMORAN INCFCX7,558$287,2040.11%
80HOME DEPOT INCHD889$280,9390.11%
81SPDR S&P 500 ETF TRSPY687$262,7290.10%
82FIDELITY COVINGTON TRUST3160922044,563$258,6580.10%
83ENTERPRISE PRODS PARTNERS L29379210710,531$254,0080.10%
84BOSTON SCIENTIFIC CORPBSX5,477$253,4210.10%
85ISHARES TR46434V4567,790$252,3070.10%
86COMCAST CORP NEWCCZ7,032$245,9220.09%
87KRAFT HEINZ COKHC5,965$242,8350.09%
88HSBC HLDGS PLCHBCYF7,672$239,0600.09%
89CITIZENS FINL GROUP INCCIA6,029$237,3620.09%
90LOWES COS INC5486611071,174$233,9080.09%
91FIDELITY COVINGTON TRUST3160927094,608$233,6700.09%
92ALPHABET INCGOOG2,635$232,4860.09%
93PINNACLE WEST CAP CORPPNW2,978$226,4470.09%
94PIMCO DYNAMIC INCOME OPRNTS69355M10712,500$159,6250.06%
95PURPLE INNOVATION INCPRPL23,263$111,4300.04%