Crumly & Associates Inc. Buys iShares Russell Top 200 Growth, PowerShares QQQ Trust Ser 1, Fidelity MSCI Information Technology Index, Sells iShares Edge MSCI USA Momentum Factor, iShares Core Dividend Growth, First Trust VL Dividend

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Jul 07, 2020
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Investment company Crumly & Associates Inc. (Current Portfolio) buys iShares Russell Top 200 Growth, PowerShares QQQ Trust Ser 1, Fidelity MSCI Information Technology Index, iShares Core S&P Mid-Cap, First Trust High Yield Long/Short ETF, sells iShares Edge MSCI USA Momentum Factor, iShares Core Dividend Growth, First Trust VL Dividend, iShares Global 100, First Trust Enhanced Short Maturity ETF during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Crumly & Associates Inc.. As of 2020Q2, Crumly & Associates Inc. owns 43 stocks with a total value of $102 million. These are the details of the buys and sells.

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.
  1. iShares Russell Top 200 Growth (IWY) - 133,796 shares, 13.99% of the total portfolio. New Position
  2. Fidelity MSCI Information Technology Index (FTEC) - 141,979 shares, 11.45% of the total portfolio. Shares added by 66.34%
  3. First Trust VL Dividend (FVD) - 310,376 shares, 9.23% of the total portfolio. Shares reduced by 21.46%
  4. First Trust DJ Internet Index Fund (FDN) - 54,721 shares, 9.15% of the total portfolio. Shares added by 3.35%
  5. PowerShares QQQ Trust Ser 1 (QQQ) - 32,250 shares, 7.83% of the total portfolio. New Position
New Purchase: iShares Russell Top 200 Growth (IWY)

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.



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