- New Purchases: IWY, QQQ, CVS, BA, AVGO, CRM, BX, ABBV, DG, FMC,
- Added Positions: FTEC, IJH, XSLV, FBT, HYLS, FDN, MRK, DBEF, CLF, SMMU, IQLT, IAGG, BOND, MSFT, DIS, FEM, WMT, LMT,
- Reduced Positions: DGRO, FVD, VOO, FTSM, FHLC, AMZN, EEMV, AAPL, MDT,
- Sold Out: MTUM, IOO, IAU, CNP, T, SLV,
For the details of Crumly & Associates Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/crumly+%26+associates+inc./current-portfolio/portfolio
These are the top 5 holdings of Crumly & Associates Inc.- iShares Russell Top 200 Growth (IWY) - 133,796 shares, 13.99% of the total portfolio. New Position
- Fidelity MSCI Information Technology Index (FTEC) - 141,979 shares, 11.45% of the total portfolio. Shares added by 66.34%
- First Trust VL Dividend (FVD) - 310,376 shares, 9.23% of the total portfolio. Shares reduced by 21.46%
- First Trust DJ Internet Index Fund (FDN) - 54,721 shares, 9.15% of the total portfolio. Shares added by 3.35%
- PowerShares QQQ Trust Ser 1 (QQQ) - 32,250 shares, 7.83% of the total portfolio. New Position
Crumly & Associates Inc. initiated holding in iShares Russell Top 200 Growth. The purchase prices were between $80.39 and $107.61, with an estimated average price of $97.65. The stock is now traded at around $111.75. The impact to a portfolio due to this purchase was 13.99%. The holding were 133,796 shares as of .
New Purchase: PowerShares QQQ Trust Ser 1 (QQQ)Crumly & Associates Inc. initiated holding in PowerShares QQQ Trust Ser 1. The purchase prices were between $182.31 and $248.84, with an estimated average price of $223.35. The stock is now traded at around $259.46. The impact to a portfolio due to this purchase was 7.83%. The holding were 32,250 shares as of .
New Purchase: CVS Health Corp (CVS)Crumly & Associates Inc. initiated holding in CVS Health Corp. The purchase prices were between $55.41 and $70.62, with an estimated average price of $62.88. The stock is now traded at around $64.20. The impact to a portfolio due to this purchase was 0.28%. The holding were 4,408 shares as of .
New Purchase: Boeing Co (BA)Crumly & Associates Inc. initiated holding in Boeing Co. The purchase prices were between $120 and $230.5, with an estimated average price of $153.37. The stock is now traded at around $181.09. The impact to a portfolio due to this purchase was 0.27%. The holding were 1,523 shares as of .
New Purchase: Broadcom Inc (AVGO)Crumly & Associates Inc. initiated holding in Broadcom Inc. The purchase prices were between $223.63 and $318.71, with an estimated average price of $278.78. The stock is now traded at around $316.06. The impact to a portfolio due to this purchase was 0.25%. The holding were 820 shares as of .
New Purchase: Blackstone Group Inc (BX)Crumly & Associates Inc. initiated holding in Blackstone Group Inc. The purchase prices were between $40.8 and $59.45, with an estimated average price of $52.49. The stock is now traded at around $54.00. The impact to a portfolio due to this purchase was 0.22%. The holding were 4,000 shares as of .
Added: Fidelity MSCI Information Technology Index (FTEC)Crumly & Associates Inc. added to a holding in Fidelity MSCI Information Technology Index by 66.34%. The purchase prices were between $59.52 and $82.42, with an estimated average price of $73.41. The stock is now traded at around $84.61. The impact to a portfolio due to this purchase was 4.57%. The holding were 141,979 shares as of .
Added: iShares Core S&P Mid-Cap (IJH)Crumly & Associates Inc. added to a holding in iShares Core S&P Mid-Cap by 87.38%. The purchase prices were between $132.69 and $193.7, with an estimated average price of $165.21. The stock is now traded at around $177.71. The impact to a portfolio due to this purchase was 1.41%. The holding were 17,336 shares as of .
Added: First Trust High Yield Long/Short ETF (HYLS)Crumly & Associates Inc. added to a holding in First Trust High Yield Long/Short ETF by 55.39%. The purchase prices were between $41.77 and $47.26, with an estimated average price of $45.38. The stock is now traded at around $46.47. The impact to a portfolio due to this purchase was 0.55%. The holding were 34,265 shares as of .
Added: Merck & Co Inc (MRK)Crumly & Associates Inc. added to a holding in Merck & Co Inc by 74.76%. The purchase prices were between $73.8 and $83.98, with an estimated average price of $78.88. The stock is now traded at around $79.28. The impact to a portfolio due to this purchase was 0.21%. The holding were 6,627 shares as of .
Added: Cleveland-Cliffs Inc (CLF)Crumly & Associates Inc. added to a holding in Cleveland-Cliffs Inc by 101.13%. The purchase prices were between $3.46 and $7.06, with an estimated average price of $4.84. The stock is now traded at around $5.45. The impact to a portfolio due to this purchase was 0.11%. The holding were 38,043 shares as of .
Sold Out: iShares Edge MSCI USA Momentum Factor (MTUM)Crumly & Associates Inc. sold out a holding in iShares Edge MSCI USA Momentum Factor. The sale prices were between $101.08 and $131, with an estimated average price of $120.7.
Sold Out: iShares Global 100 (IOO)Crumly & Associates Inc. sold out a holding in iShares Global 100. The sale prices were between $42.48 and $53.85, with an estimated average price of $49.48.
Sold Out: ishares Gold Trust (IAU)Crumly & Associates Inc. sold out a holding in ishares Gold Trust. The sale prices were between $15.07 and $16.99, with an estimated average price of $16.36.
Sold Out: CenterPoint Energy Inc (CNP)Crumly & Associates Inc. sold out a holding in CenterPoint Energy Inc. The sale prices were between $13.44 and $19.09, with an estimated average price of $17.21.
Sold Out: AT&T Inc (T)Crumly & Associates Inc. sold out a holding in AT&T Inc. The sale prices were between $27.46 and $33.23, with an estimated average price of $30.14.
Sold Out: iShares Silver Trust (SLV)Crumly & Associates Inc. sold out a holding in iShares Silver Trust. The sale prices were between $13.02 and $17.1, with an estimated average price of $15.25.
Here is the complete portfolio of Crumly & Associates Inc.. Also check out:
1. Crumly & Associates Inc.'s Undervalued Stocks
2. Crumly & Associates Inc.'s Top Growth Companies, and
3. Crumly & Associates Inc.'s High Yield stocks
4. Stocks that Crumly & Associates Inc. keeps buying