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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
DFAUDimensional Etf Trust
Recent Activity
Increased 9%
2.14%
$4.354M
107,539 shares@ $40.49 avg price
FBNDFidelity Merrimack Str Tr
Recent Activity
Increased 34.07%
1.89%
$3.844M
85,680 shares@ $44.87 avg price
IJRIshares Tr
Recent Activity
Increased 0.8%
1.85%
$3.771M
32,728 shares@ $115.22 avg price
DFAIDimensional Etf Trust
Recent Activity
Increased 4.3%
1.83%
$3.727M
127,652 shares@ $29.2 avg price
WFCWells Fargo Co New
Recent Activity
Increased 0.31%
1.82%
$3.693M
52,576 shares@ $70.24 avg price
IAGGIshares Tr
Recent Activity
Increased 19.21%
1.77%
$3.595M
72,011 shares@ $49.92 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
HYLSFirst Tr Exchange-traded Fd
Recent Activity
Increased 2.19%
1.28%
$2.6M
62,900 shares@ $41.34 avg price
ITOTIshares Tr
Recent Activity
Decreased -0.8%
1.25%
$2.534M
19,700 shares@ $128.62 avg price