test

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
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
RQICohen & Steers Quality Incom
Recent Activity
Increased 4.58%
1.16%
$2.35M
192,016 shares@ $12.25 avg price
FTCSFirst Tr Exchange-traded Fd
Recent Activity
Decreased -2.24%
1.03%
$2.099M
23,899 shares@ $87.83 avg price
JCPBJ P Morgan Exchange Traded F
Recent Activity
Increased 2.14%
0.95%
$1.937M
42,053 shares@ $46.07 avg price
FDLFirst Tr Morningstar Divid L
Recent Activity
Decreased -7.19%
0.93%
$1.893M
47,009 shares@ $40.26 avg price
FTSMFirst Tr Exchange-traded Fd
Recent Activity
Increased 3.38%
0.9%
$1.818M
30,418 shares@ $59.78 avg price
DFACDimensional Etf Trust
Recent Activity
Decreased -2.92%
0.9%
$1.818M
52,546 shares@ $34.59 avg price
TSLATesla Inc
Recent Activity
Decreased -1.78%
0.82%
$1.663M
4,118 shares@ $403.84 avg price
FEMSFirst Tr Exch Trd Alphdx Fd
Recent Activity
Increased 2.32%
0.81%
$1.635M
43,327 shares@ $37.73 avg price