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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
CWBSpdr Ser Tr
Recent Activity
Decreased -0.35%
0.12%
$241,289
3,098 shares@ $77.89 avg price
GJANFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -4.3%
0.12%
$240,287
6,217 shares@ $38.65 avg price
MCKMckesson Corp
Recent Activity
Decreased -21.67%
0.12%
$234,876
412 shares@ $570.09 avg price
KNGFirst Tr Exchange-traded Fd
Recent Activity
Decreased -0.9%
0.12%
$230,720
4,595 shares@ $50.22 avg price
EMBIshares Tr
Recent Activity
Decreased -6.85%
0.11%
$222,612
2,500 shares@ $89.05 avg price
XGDVXGabelli Divid & Income Tr
Recent Activity
Decreased -4.54%
0.11%
$221,230
9,161 shares@ $24.15 avg price
RSGRepublic Svcs Inc
Recent Activity
Decreased -1.86%
0.11%
$211,239
1,050 shares@ $201.18 avg price
NADNuveen Quality Muncp Income
Recent Activity
Decreased -18.48%
0.07%
$125,455
10,759 shares@ $11.67 avg price