Portfolio (Quarterly)
Guide ↗
Crumly & Associates Inc.
· CIK 0001759578| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | — | TOTALENERGIES SE | — | 8,997.0 | $819K | 0.17% | +121.0 | +1.4% | $90.98 | — |
| 82 | CVX | CHEVRON CORP NEW | Energy | 3,926.0 | $812K | 0.17% | +316.0 | +8.8% | $206.90 | -11.8% |
| 83 | SLV | ISHARES SILVER TR | Financial Services | 11,508.0 | $784K | 0.17% | +131.0 | +1.1% | $68.14 | +0.3% |
| 84 | TMUS | T-MOBILE US INC | Communication Services | 3,708.0 | $779K | 0.16% | +275.0 | +8.0% | $210.03 | -10.7% |
| 85 | PANW | PALO ALTO NETWORKS INC | Technology | 4,853.0 | $778K | 0.16% | +3K | +108.1% | $160.32 | +75.7% |
| 86 | MDT | MEDTRONIC PLC | Healthcare | 8,934.0 | $774K | 0.16% | +1K | +17.4% | $86.65 | -14.8% |
| 87 | EWBC | EAST WEST BANCORP INC | Financial Services | 7,070.0 | $755K | 0.16% | -157.0 | -2.2% | $106.76 | +14.8% |
| 88 | META | META PLATFORMS INC | Communication Services | 1,290.0 | $738K | 0.15% | +59.0 | +4.8% | $572.16 | +10.5% |
| 89 | LLY | ELI LILLY & CO | Healthcare | 785.0 | $722K | 0.15% | +8.0 | +1.0% | $919.77 | +20.2% |
| 90 | NEE | NEXTERA ENERGY INC | Utilities | 7,679.0 | $713K | 0.15% | — | — | $92.88 | -6.3% |
| 91 | XOM | EXXON MOBIL CORP | Energy | 4,156.0 | $705K | 0.15% | +2K | +71.0% | $169.65 | -13.3% |
| 92 | — | FIDELITY COVINGTON TRUST | — | 10,005.0 | $704K | 0.15% | — | — | $70.36 | — |
| 93 | SLB | SLB LIMITED | Energy | 13,464.0 | $692K | 0.14% | — | — | $51.39 | +6.1% |
| 94 | AMGN | AMGEN INC | Healthcare | 1,933.0 | $680K | 0.14% | +104.0 | +5.7% | $351.85 | -4.3% |
| 95 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 4,631.0 | $677K | 0.14% | +346.0 | +8.1% | $146.28 | +7.0% |
| 96 | CRM | SALESFORCE INC | Technology | 3,319.0 | $620K | 0.13% | +734.0 | +28.4% | $186.67 | +2.4% |
| 97 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 12,324.0 | $619K | 0.13% | +192.0 | +1.6% | $50.20 | -4.8% |
| 98 | — | BERKSHIRE HATHAWAY INC DEL | — | 1,261.0 | $604K | 0.13% | +11.0 | +0.9% | $479.20 | — |
| 99 | PAAA | PGIM ETF TR | — | 11,615.0 | $594K | 0.12% | +1K | +10.2% | $51.18 | +0.3% |
| 100 | HSBC | HSBC HLDGS PLC | Financial Services | 7,097.0 | $585K | 0.12% | -214.0 | -2.9% | $82.49 | +13.6% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
34.5%
Technology
27.9%
Communication Services
7.2%
Consumer Cyclical
6.3%
Energy
4.9%
Healthcare
4.3%
Industrials
3.7%
Utilities
3.6%
Consumer Defensive
3.4%
Real Estate
2.3%