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Christine McElvania

@Quad-cities Investment Group, Llc

Latest period2024 - Q4ReportedManaged Assets$203.976MTotal holdings179
Assets growth rate2.37%Assets growth rate (2-Q avg)6.29%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Quad-cities Investment Group, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 179 positions.

Assets under management

The assets under management (AUM) of Quad-cities Investment Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 203.976M in assets, with a quarterly growth rate of 2.37% and a 2-quarter average growth rate of 6.29%. The portfolio is managed by Christine McElvania, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Decreased -1.36%
7.99%
$16.279M
65,007 shares@ $250.42 avg price
JAAAJanus Detroit Str Tr
Recent Activity
Increased 39.63%
4.45%
$9.062M
178,707 shares@ $50.71 avg price
FPEFirst Tr Exch Traded Fd Iii
Recent Activity
Increased 0.85%
3.77%
$7.689M
434,388 shares@ $17.7 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Increased 6.08%
3.72%
$7.576M
43,233 shares@ $175.23 avg price
IJHIshares Tr
Recent Activity
Increased 4.34%
3.32%
$6.761M
108,508 shares@ $62.32 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -1.39%
2.91%
$5.931M
27,036 shares@ $219.39 avg price
DGROIshares Tr
Recent Activity
Increased 1.18%
2.82%
$5.743M
93,627 shares@ $61.35 avg price
IVVIshares Tr
Recent Activity
Decreased -3.64%
2.72%
$5.548M
9,424 shares@ $588.67 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 1.11%
2.41%
$4.916M
9,616 shares@ $511.21 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 0.48%
2.2%
$4.479M
10,627 shares@ $421.51 avg price