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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
IBHDIshares Tr
Recent Activity
Exited
0%
$441,128
18,941 shares@ $23.29 avg price
BSJOInvesco Exch Trd Slf Idx Fd
Recent Activity
Exited
0%
$379,602
16,708 shares@ $22.72 avg price
FTGCFirst Tr Exchange Trad Fd Vi
Recent Activity
Exited
0%
$355,447
15,004 shares@ $23.7 avg price
BIPCBrookfield Infrastructure Co
Recent Activity
Exited
0%
$257,577
5,931 shares@ $43.43 avg price
XMARFirst Tr Exchng Traded Fd Vi
Recent Activity
Exited
0%
$230,437
6,493 shares@ $35.5 avg price
MMM3m Co
Recent Activity
Exited
0%
$224,249
1,640 shares@ $136.74 avg price
FMBFirst Tr Exchange-traded Fd
Recent Activity
Exited
0%
$221,543
4,264 shares@ $51.96 avg price
IRMIron Mtn Inc Del
Recent Activity
Exited
0%
$202,936
1,708 shares@ $118.82 avg price
GEGe Aerospace
Recent Activity
Exited
0%
$201,063
1,066 shares@ $188.62 avg price
XEXGXEaton Vance Tax-managed Glob
Recent Activity
Exited
0%
$97,270
11,155 shares@ $8.72 avg price