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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
EPDEnterprise Prods Partners L
Recent Activity
Increased 0.7%
0.5%
$1.018M
32,466 shares@ $31.37 avg price
PPTPutnam Premier Income Tr
Recent Activity
Decreased -7.89%
0.5%
$1.014M
284,691 shares@ $3.57 avg price
RDVIFirst Tr Exchange-traded Fd
Recent Activity
Increased 11.04%
0.49%
$984,573
40,618 shares@ $24.24 avg price
ICVTIshares Tr
Recent Activity
Increased 4.62%
0.47%
$954,758
11,236 shares@ $84.98 avg price
XAWFXAlliancebernstein Global Hig
Recent Activity
Decreased -4%
0.47%
$949,196
88,462 shares@ $10.73 avg price
OKEOneok Inc New
Recent Activity
Increased 0.23%
0.46%
$937,342
9,336 shares@ $100.41 avg price
BXBlackstone Inc
Recent Activity
0.46%
$922,611
5,351 shares@ $172.42 avg price
ISTBIshares Tr
Recent Activity
Increased 5.5%
0.46%
$921,162
19,283 shares@ $47.78 avg price
KMIKinder Morgan Inc Del
Recent Activity
Decreased -1.63%
0.45%
$917,606
33,489 shares@ $27.41 avg price
PEPPepsico Inc
Recent Activity
Increased 1.01%
0.45%
$915,237
6,019 shares@ $152.06 avg price