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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
ARCCAres Capital Corp
Recent Activity
Decreased -5.23%
0.32%
$636,284
29,067 shares@ $21.9 avg price
FDNFirst Tr Exchange-traded Fd
Recent Activity
Decreased -12.76%
0.3%
$598,320
2,461 shares@ $243.13 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -2.1%
0.29%
$583,510
3,481 shares@ $167.63 avg price
FXZFirst Tr Exchange Traded Fd
Recent Activity
Decreased -11.94%
0.29%
$577,337
10,163 shares@ $56.81 avg price
UTFCohen & Steers Infrastructur
Recent Activity
Decreased -3.4%
0.26%
$512,081
21,301 shares@ $24.05 avg price
CTASCintas Corp
Recent Activity
Decreased -3.56%
0.25%
$493,809
2,703 shares@ $182.69 avg price
JHMMJohn Hancock Exchange Traded
Recent Activity
Decreased -0.55%
0.25%
$491,290
8,225 shares@ $59.74 avg price
ORealty Income Corp
Recent Activity
Decreased -1.4%
0.24%
$482,882
9,041 shares@ $53.42 avg price
GUNRFlexshares Tr
Recent Activity
Decreased -33.48%
0.24%
$471,436
12,966 shares@ $36.36 avg price
VNLAJanus Detroit Str Tr
Recent Activity
Decreased -7.88%
0.22%
$436,563
8,926 shares@ $48.91 avg price