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
LMBSFirst Tr Exchange-traded Fd
Recent Activity
Decreased -2.16%
0.17%
$327,070
6,720 shares@ $48.68 avg price
BABoeing Co
Recent Activity
Decreased -1.91%
0.16%
$325,680
1,840 shares@ $177.0 avg price
FIXDFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -9.85%
0.16%
$316,966
7,376 shares@ $42.98 avg price
NFLXNetflix Inc
Recent Activity
Decreased -25.42%
0.16%
$313,745
352 shares@ $891.33 avg price
VXFVanguard Index Fds
Recent Activity
Decreased -1.53%
0.15%
$303,778
1,599 shares@ $189.98 avg price
XEVVXEaton Vance Ltd Duration Inc
Recent Activity
Decreased -5.94%
0.14%
$265,542
27,179 shares@ $9.78 avg price
JEPIJ P Morgan Exchange Traded F
Recent Activity
Decreased -14.73%
0.13%
$259,896
4,518 shares@ $57.53 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -5.85%
0.13%
$252,903
2,542 shares@ $99.49 avg price
RLJRlj Lodging Tr
Recent Activity
Decreased -9.72%
0.13%
$249,745
10,169 shares@ $24.56 avg price
COWZPacer Fds Tr
Recent Activity
Decreased -22.57%
0.13%
$249,077
4,410 shares@ $56.49 avg price