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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
USBUs Bancorp Del
Recent Activity
Decreased -33.11%
0.32%
$638,228
13,344 shares@ $47.83 avg price
ARCCAres Capital Corp
Recent Activity
Decreased -5.23%
0.32%
$636,284
29,067 shares@ $21.9 avg price
IEFAIshares Tr
Recent Activity
Increased 6.63%
0.31%
$630,291
8,968 shares@ $70.29 avg price
CSQCalamos Strategic Total Retu
Recent Activity
Increased 0.68%
0.3%
$604,722
34,146 shares@ $17.71 avg price
FDNFirst Tr Exchange-traded Fd
Recent Activity
Decreased -12.76%
0.3%
$598,320
2,461 shares@ $243.13 avg price
VZVerizon Communications Inc
Recent Activity
Increased 18.33%
0.29%
$590,909
14,776 shares@ $40.0 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -2.1%
0.29%
$583,510
3,481 shares@ $167.63 avg price
TRVTravelers Companies Inc
Recent Activity
Increased 12.46%
0.29%
$582,918
2,420 shares@ $240.88 avg price
FXZFirst Tr Exchange Traded Fd
Recent Activity
Decreased -11.94%
0.29%
$577,337
10,163 shares@ $56.81 avg price
ADXAdams Diversified Equity Fd
Recent Activity
Increased 9.46%
0.26%
$512,454
25,369 shares@ $20.21 avg price