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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
SNOVFirst Tr Exchng Traded Fd Vi
| 0.24% | $480,965 20,821 shares@ $23.1 avg price | New Position |
RTXRtx Corporation
| 0.13% | $252,678 2,184 shares@ $115.7 avg price | New Position |
BIPCBrookfield Infrastructure Co
| 0.12% | $239,056 5,975 shares@ $40.01 avg price | New Position |
UCONFirst Tr Exchng Traded Fd Vi
| 0.12% | $225,027 9,129 shares@ $24.65 avg price | New Position |
LNGCheniere Energy Inc
| 0.11% | $211,213 983 shares@ $214.87 avg price | New Position |