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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
FBTFirst Tr Exchange-traded Fd
Recent Activity
Decreased -3.17%
0.8%
$1.612M
9,701 shares@ $166.22 avg price
AVGOBroadcom Inc
Recent Activity
Decreased -14.13%
0.77%
$1.56M
6,730 shares@ $231.85 avg price
DFAXDimensional Etf Trust
Recent Activity
Increased 5.68%
0.76%
$1.549M
62,292 shares@ $24.87 avg price
DFAEDimensional Etf Trust
Recent Activity
Decreased -1.24%
0.7%
$1.426M
56,223 shares@ $25.37 avg price
RDVYFirst Tr Exchange-traded Fd
Recent Activity
Increased 0.61%
0.66%
$1.342M
22,691 shares@ $59.15 avg price
CATCaterpillar Inc
Recent Activity
Increased 0.06%
0.66%
$1.33M
3,665 shares@ $362.79 avg price
REGLProshares Tr
Recent Activity
Decreased -5.57%
0.59%
$1.194M
14,799 shares@ $80.67 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -0.43%
0.59%
$1.186M
11,024 shares@ $107.57 avg price
DFASDimensional Etf Trust
Recent Activity
Increased 12.43%
0.54%
$1.093M
16,794 shares@ $65.09 avg price
BUFRFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 3.52%
0.51%
$1.031M
33,847 shares@ $30.47 avg price