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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
FTRIFirst Tr Exchange Traded Fd
Recent Activity
Decreased -30.09%
0.22%
$435,386
36,204 shares@ $12.03 avg price
VOEVanguard Index Fds
Recent Activity
Decreased -0.07%
0.21%
$413,272
2,555 shares@ $161.76 avg price
DFISDimensional Etf Trust
Recent Activity
Decreased -5.77%
0.2%
$404,986
16,493 shares@ $24.56 avg price
DUKDuke Energy Corp New
Recent Activity
Decreased -0.22%
0.19%
$386,617
3,588 shares@ $107.76 avg price
SDVYFirst Tr Exchange-traded Fd
Recent Activity
Decreased -0.68%
0.19%
$382,886
10,680 shares@ $35.86 avg price
FXRFirst Tr Exchange Traded Fd
Recent Activity
Decreased -2.26%
0.19%
$378,265
5,056 shares@ $74.82 avg price
DELLDell Technologies Inc
Recent Activity
Decreased -38.81%
0.19%
$377,305
3,274 shares@ $115.25 avg price
DUHPDimensional Etf Trust
Recent Activity
Decreased -7.16%
0.18%
$357,127
10,569 shares@ $33.8 avg price
GOFGuggenheim Strategic Opportu
Recent Activity
Decreased -3.56%
0.17%
$343,055
22,481 shares@ $15.26 avg price
FCXFreeport-mcmoran Inc
Recent Activity
Decreased -2.28%
0.17%
$333,848
8,767 shares@ $38.09 avg price