Sign In
test

Christine McElvania

Quad-cities Investment Group, Llc

Assets Managed
$250.861M
Holdings
200
Last Quarter
2026 - Q1
Filed Date
1mo 5d ago
Growth Rate
3.51%(2Q avg: 3.35%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Quad-cities Investment Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 200 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 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 250.861M in assets, with a quarterly growth rate of 3.51% and a 2-quarter average growth rate of 3.35%. The portfolio is managed by Christine McElvania, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -1.08%
5.75%
$14.412M
56,785 shares@ $253.8 avg price
FPE
Ft-preferred Secur & Inc Etf
Recent Activity
Increased 6.19%
3.8%
$9.517M
536,184 shares@ $17.75 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Increased 3.16%
3.67%
$9.192M
47,897 shares@ $191.92 avg price
DGRO
Ishares Core Dividend Growth
Recent Activity
Increased 3.96%
3.07%
$7.686M
109,517 shares@ $70.19 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Decreased -1.28%
2.87%
$7.189M
106,453 shares@ $67.54 avg price
JAAA
Janus Henderson Aaa Clo Etf
Recent Activity
Increased 0.18%
2.65%
$6.644M
131,909 shares@ $50.38 avg price
DFAU
Dimensional Us Core Equity M
Recent Activity
Increased 7.73%
2.49%
$6.223M
137,924 shares@ $45.13 avg price
DFAI
Dimensional International Co
Recent Activity
Increased 2.96%
2.3%
$5.759M
147,830 shares@ $38.96 avg price
FBND
Fidelity Total Bond Etf
Recent Activity
Increased 3.06%
2.28%
$5.714M
125,251 shares@ $45.63 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 0.13%
2.27%
$5.688M
27,309 shares@ $208.27 avg price

1-10 of 200