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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
AMZNAmazon Com Inc
Recent Activity
Decreased -1.39%
2.91%
$5.931M
27,036 shares@ $219.39 avg price
IVVIshares Tr
Recent Activity
Decreased -3.64%
2.72%
$5.548M
9,424 shares@ $588.67 avg price
TPYPManaged Portfolio Series
Recent Activity
Decreased -3.4%
1.63%
$3.312M
97,144 shares@ $34.09 avg price
NVDANvidia Corporation
Recent Activity
Decreased -1.66%
1.49%
$3.036M
22,607 shares@ $134.29 avg price
ITOTIshares Tr
Recent Activity
Decreased -0.8%
1.25%
$2.534M
19,700 shares@ $128.62 avg price
WMTWalmart Inc
Recent Activity
Decreased -7.09%
1.24%
$2.524M
27,935 shares@ $90.35 avg price
DEDeere & Co
Recent Activity
Decreased -1.22%
1.19%
$2.42M
5,711 shares@ $423.73 avg price
FTCSFirst Tr Exchange-traded Fd
Recent Activity
Decreased -2.24%
1.03%
$2.099M
23,899 shares@ $87.83 avg price
FDLFirst Tr Morningstar Divid L
Recent Activity
Decreased -7.19%
0.93%
$1.893M
47,009 shares@ $40.26 avg price