# EDGAR Filing Document

**Accession Number:** 0001759578
**File Stem:** 0001759578-23-000003
**Filing Date:** 2023-3
**Character Count:** 13119
**Document Hash:** 6dfa55cb04643ff01665e183a5473a0c
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001759578-23-000003.hdr.sgml**: 20230303

**ACCESSION NUMBER**: 0001759578-23-000003

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230303

**DATE AS OF CHANGE**: 20230303

**EFFECTIVENESS DATE**: 20230303

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Crumly & Associates Inc.
- **CENTRAL INDEX KEY:** 0001759578
- **IRS NUMBER:** 274418309
- **STATE OF INCORPORATION:** IL
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-19832
- **FILM NUMBER:** 23702397

**BUSINESS ADDRESS:**
- **STREET 1:** 214 SOUTH GRAND AVE WEST
- **CITY:** SPRINGFIELD
- **STATE:** IL
- **ZIP:** 62704
- **BUSINESS PHONE:** 2173213210

**MAIL ADDRESS:**
- **STREET 1:** 214 SOUTH GRAND AVE WEST
- **CITY:** SPRINGFIELD
- **STATE:** IL
- **ZIP:** 62704

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Crumly  Associates Inc.<br>**Address:** 214 SOUTH GRAND AVE WEST<br>SPRINGFIELD, IL 62704

**Form 13F File Number:** 028-19832

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** David Crumly<br>**Title:** Client Service Associate<br>**Phone:** 217-321-3210

**Signature, Place, and Date of Signing:**

David Crumly  Springfield, IL  03-03-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 95

**Form 13F Information Table Value Total:** $265040793

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ALLSTATE CORP | COM | 020002101 |  | 502631 | 3707 | SH |  | SOLE | 0 | 0 | 0 | 3707 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 232486 | 2635 | SH |  | SOLE | 0 | 0 | 0 | 2635 |
| AMAZON COM INC | COM | 023135106 |  | 352212 | 4193 | SH |  | SOLE | 0 | 0 | 0 | 4193 |
| APPLE INC | COM | 037833100 |  | 2363999 | 18194 | SH |  | SOLE | 0 | 0 | 0 | 18194 |
| ASTRAZENECA PLC | SPONSORED ADR | 046353108 |  | 336424 | 4962 | SH |  | SOLE | 0 | 0 | 0 | 4962 |
| BLACKROCK INC | COM | 09247X101 |  | 526419 | 743 | SH |  | SOLE | 0 | 0 | 0 | 743 |
| BOEING CO | COM | 097023105 |  | 1682408 | 8832 | SH |  | SOLE | 0 | 0 | 0 | 8832 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 |  | 253421 | 5477 | SH |  | SOLE | 0 | 0 | 0 | 5477 |
| BP PLC | SPONSORED ADR | 055622104 |  | 529155 | 15149 | SH |  | SOLE | 0 | 0 | 0 | 15149 |
| BROADCOM INC | COM | 11135F101 |  | 972329 | 1739 | SH |  | SOLE | 0 | 0 | 0 | 1739 |
| CHEVRON CORP NEW | COM | 166764100 |  | 583522 | 3251 | SH |  | SOLE | 0 | 0 | 0 | 3251 |
| CISCO SYS INC | COM | 17275R102 |  | 372638 | 7822 | SH |  | SOLE | 0 | 0 | 0 | 7822 |
| CITIZENS FINL GROUP INC | COM | 174610105 |  | 237362 | 6029 | SH |  | SOLE | 0 | 0 | 0 | 6029 |
| CLEVELAND-CLIFFS INC NEW | COM | 185899101 |  | 1429473 | 88732 | SH |  | SOLE | 0 | 0 | 0 | 88732 |
| COCA COLA CO | COM | 191216100 |  | 327655 | 5151 | SH |  | SOLE | 0 | 0 | 0 | 5151 |
| COMCAST CORP NEW | CL A | 20030N101 |  | 245922 | 7032 | SH |  | SOLE | 0 | 0 | 0 | 7032 |
| CONAGRA BRANDS INC | COM | 205887102 |  | 479454 | 12389 | SH |  | SOLE | 0 | 0 | 0 | 12389 |
| CVS HEALTH CORP | COM | 126650100 |  | 591950 | 6352 | SH |  | SOLE | 0 | 0 | 0 | 6352 |
| DBX ETF TR | XTRACKERS RUSSEL | 233051481 |  | 2528048 | 59944 | SH |  | SOLE | 0 | 0 | 0 | 59944 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 |  | 254008 | 10531 | SH |  | SOLE | 0 | 0 | 0 | 10531 |
| ETF SER SOLUTIONS | DISTILLATE US | 26922A321 |  | 16173605 | 396412 | SH |  | SOLE | 0 | 0 | 0 | 396412 |
| FIDELITY COVINGTON TRUST | MSCI HLTH CARE I | 316092600 |  | 572411 | 8947 | SH |  | SOLE | 0 | 0 | 0 | 8947 |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 316092808 |  | 1377411 | 14574 | SH |  | SOLE | 0 | 0 | 0 | 14574 |
| FIDELITY COVINGTON TRUST | MSCI CONSM DIS | 316092204 |  | 258658 | 4563 | SH |  | SOLE | 0 | 0 | 0 | 4563 |
| FIDELITY COVINGTON TRUST | MSCI INDL INDX | 316092709 |  | 233670 | 4608 | SH |  | SOLE | 0 | 0 | 0 | 4608 |
| FIRST TR EXCH TRADED FD III | MANAGD MUN ETF | 33739N108 |  | 1031464 | 20584 | SH |  | SOLE | 0 | 0 | 0 | 20584 |
| FIRST TR EXCHANGE TRADED FD | ENERGY ALPHADX | 33734X127 |  | 7107390 | 415880 | SH |  | SOLE | 0 | 0 | 0 | 415880 |
| FIRST TR EXCHANGE TRADED FD | FINLS ALPHADEX | 33734X135 |  | 5136387 | 125400 | SH |  | SOLE | 0 | 0 | 0 | 125400 |
| FIRST TR EXCHANGE TRADED FD | INDLS PROD DUR | 33734X150 |  | 4725249 | 91735 | SH |  | SOLE | 0 | 0 | 0 | 91735 |
| FIRST TR EXCHANGE TRADED FD | MATERIALS ALPH | 33734X168 |  | 8650550 | 142772 | SH |  | SOLE | 0 | 0 | 0 | 142772 |
| FIRST TR EXCHANGE-TRADED FD | NO AMER ENERGY | 33738D101 |  | 9927910 | 371971 | SH |  | SOLE | 0 | 0 | 0 | 371971 |
| FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | 33738R506 |  | 5470113 | 124547 | SH |  | SOLE | 0 | 0 | 0 | 124547 |
| FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | 33739Q408 |  | 26704549 | 449269 | SH |  | SOLE | 0 | 0 | 0 | 449269 |
| FIRST TR EXCHANGE-TRADED FD | SMID RISNG ETF | 33741X102 |  | 3786071 | 145339 | SH |  | SOLE | 0 | 0 | 0 | 145339 |
| FIRST TR EXCHNG TRADED FD VI | TCW UNCONSTRAI | 33740F888 |  | 1733915 | 71917 | SH |  | SOLE | 0 | 0 | 0 | 71917 |
| FIRST TR MORNINGSTAR DIVID L | SHS | 336917109 |  | 2758854 | 75461 | SH |  | SOLE | 0 | 0 | 0 | 75461 |
| FIRST TR VALUE LINE DIVID IN | SHS | 33734H106 |  | 8661135 | 217017 | SH |  | SOLE | 0 | 0 | 0 | 217017 |
| FIRST TRUST LRGCP GWT ALPHAD | COM SHS | 33735K108 |  | 678702 | 7424 | SH |  | SOLE | 0 | 0 | 0 | 7424 |
| FISERV INC | COM | 337738108 |  | 521117 | 5156 | SH |  | SOLE | 0 | 0 | 0 | 5156 |
| FREEPORT-MCMORAN INC | CL B | 35671D857 |  | 287204 | 7558 | SH |  | SOLE | 0 | 0 | 0 | 7558 |
| GENERAL MLS INC | COM | 370334104 |  | 763088 | 9101 | SH |  | SOLE | 0 | 0 | 0 | 9101 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 466801 | 1359 | SH |  | SOLE | 0 | 0 | 0 | 1359 |
| GROUP 1 AUTOMOTIVE INC | COM | 398905109 |  | 799326 | 4432 | SH |  | SOLE | 0 | 0 | 0 | 4432 |
| HOME DEPOT INC | COM | 437076102 |  | 280939 | 889 | SH |  | SOLE | 0 | 0 | 0 | 889 |
| HSBC HLDGS PLC | SPON ADR NEW | 404280406 |  | 239060 | 7672 | SH |  | SOLE | 0 | 0 | 0 | 7672 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 353705 | 1328 | SH |  | SOLE | 0 | 0 | 0 | 1328 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 6698324 | 27692 | SH |  | SOLE | 0 | 0 | 0 | 27692 |
| ISHARES TR | U.S. MED DVC ETF | 464288810 |  | 5891031 | 112061 | SH |  | SOLE | 0 | 0 | 0 | 112061 |
| ISHARES TR | RUS TP200 GR ETF | 464289438 |  | 3794075 | 31478 | SH |  | SOLE | 0 | 0 | 0 | 31478 |
| ISHARES TR | MSCI INTL QUALTY | 46434V456 |  | 252307 | 7790 | SH |  | SOLE | 0 | 0 | 0 | 7790 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 |  | 8120056 | 162401 | SH |  | SOLE | 0 | 0 | 0 | 162401 |
| ISHARES TR | IBONDS 23 TRM TS | 46436E882 |  | 8918849 | 361087 | SH |  | SOLE | 0 | 0 | 0 | 361087 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 46641Q837 |  | 19927026 | 397507 | SH |  | SOLE | 0 | 0 | 0 | 397507 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 639620 | 4770 | SH |  | SOLE | 0 | 0 | 0 | 4770 |
| KRAFT HEINZ CO | COM | 500754106 |  | 242835 | 5965 | SH |  | SOLE | 0 | 0 | 0 | 5965 |
| LKQ CORP | COM | 501889208 |  | 395341 | 7402 | SH |  | SOLE | 0 | 0 | 0 | 7402 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 787748 | 1619 | SH |  | SOLE | 0 | 0 | 0 | 1619 |
| LOWES COS INC | COM | 548661107 |  | 233908 | 1174 | SH |  | SOLE | 0 | 0 | 0 | 1174 |
| MCDONALDS CORP | COM | 580135101 |  | 873682 | 3315 | SH |  | SOLE | 0 | 0 | 0 | 3315 |
| MERCK  CO INC | COM | 58933Y105 |  | 764893 | 6894 | SH |  | SOLE | 0 | 0 | 0 | 6894 |
| METLIFE INC | COM | 59156R108 |  | 791099 | 10931 | SH |  | SOLE | 0 | 0 | 0 | 10931 |
| MICROSOFT CORP | COM | 594918104 |  | 1078217 | 4496 | SH |  | SOLE | 0 | 0 | 0 | 4496 |
| NETFLIX INC | COM | 64110L106 |  | 635172 | 2154 | SH |  | SOLE | 0 | 0 | 0 | 2154 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 388439 | 4646 | SH |  | SOLE | 0 | 0 | 0 | 4646 |
| NORTHROP GRUMMAN CORP | COM | 666807102 |  | 575965 | 1056 | SH |  | SOLE | 0 | 0 | 0 | 1056 |
| NUSTAR ENERGY LP | UNIT COM | 67058H102 |  | 318672 | 19917 | SH |  | SOLE | 0 | 0 | 0 | 19917 |
| OLIN CORP | COM PAR $1 | 680665205 |  | 389374 | 7355 | SH |  | SOLE | 0 | 0 | 0 | 7355 |
| PFIZER INC | COM | 717081103 |  | 1021315 | 19932 | SH |  | SOLE | 0 | 0 | 0 | 19932 |
| PIMCO ACCESS INCOME FUND | SHS BENFIN INT | 72203T100 |  | 587903 | 39750 | SH |  | SOLE | 0 | 0 | 0 | 39750 |
| PIMCO DYNAMIC INCOME OPRNTS | COM BEN SHS | 69355M107 |  | 159625 | 12500 | SH |  | SOLE | 0 | 0 | 0 | 12500 |
| PIMCO ETF TR | SHTRM MUN BD ACT | 72201R874 |  | 3056635 | 62007 | SH |  | SOLE | 0 | 0 | 0 | 62007 |
| PINNACLE WEST CAP CORP | COM | 723484101 |  | 226447 | 2978 | SH |  | SOLE | 0 | 0 | 0 | 2978 |
| PITNEY BOWES INC | COM | 724479100 |  | 357272 | 94019 | SH |  | SOLE | 0 | 0 | 0 | 94019 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 331057 | 2184 | SH |  | SOLE | 0 | 0 | 0 | 2184 |
| PROLOGIS INC. | COM | 74340W103 |  | 755086 | 6698 | SH |  | SOLE | 0 | 0 | 0 | 6698 |
| PURPLE INNOVATION INC | COM | 74640Y106 |  | 111430 | 23263 | SH |  | SOLE | 0 | 0 | 0 | 23263 |
| RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 |  | 598445 | 5930 | SH |  | SOLE | 0 | 0 | 0 | 5930 |
| SCHLUMBERGER LTD | COM STK | 806857108 |  | 1141852 | 21359 | SH |  | SOLE | 0 | 0 | 0 | 21359 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 884331 | 10621 | SH |  | SOLE | 0 | 0 | 0 | 10621 |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 |  | 11114920 | 127071 | SH |  | SOLE | 0 | 0 | 0 | 127071 |
| SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 |  | 3384158 | 98952 | SH |  | SOLE | 0 | 0 | 0 | 98952 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 |  | 7519148 | 55349 | SH |  | SOLE | 0 | 0 | 0 | 55349 |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 |  | 13104433 | 39551 | SH |  | SOLE | 0 | 0 | 0 | 39551 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 262729 | 687 | SH |  | SOLE | 0 | 0 | 0 | 687 |
| SPDR SER TR | PORTFOLI S | 78464A805 |  | 333322 | 7048 | SH |  | SOLE | 0 | 0 | 0 | 7048 |
| SPDR SER TR | RUSSELL YIELD | 78468R770 |  | 4350814 | 46433 | SH |  | SOLE | 0 | 0 | 0 | 46433 |
| STATE STR CORP | COM | 857477103 |  | 429272 | 5534 | SH |  | SOLE | 0 | 0 | 0 | 5534 |
| T-MOBILE US INC | COM | 872590104 |  | 473060 | 3379 | SH |  | SOLE | 0 | 0 | 0 | 3379 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 691034 | 1255 | SH |  | SOLE | 0 | 0 | 0 | 1255 |
| TJX COS INC NEW | COM | 872540109 |  | 619845 | 7787 | SH |  | SOLE | 0 | 0 | 0 | 7787 |
| TOTALENERGIES SE | SPONSORED ADS | 89151E109 |  | 777381 | 12522 | SH |  | SOLE | 0 | 0 | 0 | 12522 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 839559 | 1584 | SH |  | SOLE | 0 | 0 | 0 | 1584 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 25607724 | 72886 | SH |  | SOLE | 0 | 0 | 0 | 72886 |
| VISA INC | COM CL A | 92826C839 |  | 354941 | 1708 | SH |  | SOLE | 0 | 0 | 0 | 1708 |
| WALMART INC | COM | 931142103 |  | 729622 | 5146 | SH |  | SOLE | 0 | 0 | 0 | 5146 |

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