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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
LMTLockheed Martin Corp
Recent Activity
Increased 0.32%
0.38%
$766,201
1,577 shares@ $485.86 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -1.06%
0.38%
$761,595
1,301 shares@ $585.4 avg price
HYGVFlexshares Tr
Recent Activity
Increased 33.1%
0.38%
$758,418
18,644 shares@ $40.68 avg price
FABFirst Tr Multi Cp Val Alpha
Recent Activity
Increased 5.61%
0.37%
$747,606
9,064 shares@ $82.49 avg price
UBERUber Technologies Inc
Recent Activity
Decreased -0.6%
0.37%
$742,057
12,302 shares@ $60.33 avg price
ABBVAbbvie Inc
Recent Activity
Increased 0.05%
0.36%
$721,228
4,059 shares@ $177.69 avg price
HDHome Depot Inc
Recent Activity
Decreased -2.81%
0.34%
$685,810
1,763 shares@ $389.01 avg price
VLOValero Energy Corp
Recent Activity
Increased 12.95%
0.33%
$671,667
5,479 shares@ $122.59 avg price
SUNSunoco Lp Sunoco Fin Corp
Recent Activity
Decreased -1.9%
0.33%
$669,026
13,006 shares@ $51.44 avg price
VVisa Inc
Recent Activity
Decreased -0.09%
0.33%
$662,343
2,096 shares@ $316.01 avg price