Christine McElvania
Quad-cities Investment Group, Llc
Assets Managed
$278.232M
Holdings
209
Last Quarter
2026 - Q2
Filed Date
4d ago
Growth Rate
10.92%(2Q avg: 7.22%)
Sustained Growth
5 quarters
Portfolio positions
This chart displays the top 10 holdings in Quad-cities Investment Group, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 209 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 2026 - Q2, they manage 278.232M in assets, with a quarterly growth rate of 10.92% and a 2-quarter average growth rate of 7.22%. The portfolio is managed by Christine McElvania, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
AAPL Apple Inc
| 5.82% | $16.183M 55,926 shares@ $289.36 avg price | Decreased -1.51% |
RSP Invesco S&p 500 Equal Weight
| 3.8% | $10.558M 49,623 shares@ $212.78 avg price | Increased 3.61% |
FPE Ft-preferred Secur & Inc Etf
| 3.63% | $10.087M 564,160 shares@ $17.88 avg price | Increased 5.22% |
DGRO Ishares Core Dividend Growth
| 3.12% | $8.662M 114,293 shares@ $75.79 avg price | Increased 4.37% |
IJH Ishares Core S&p Midcap Etf
| 2.94% | $8.175M 106,019 shares@ $77.11 avg price | Decreased -0.4% |
DFAU Dimensional Us Core Equity M
| 2.71% | $7.522M 145,522 shares@ $51.7 avg price | Increased 5.51% |
JAAA Janus Henderson Aaa Clo Etf
| 2.48% | $6.892M 136,502 shares@ $50.5 avg price | Increased 3.49% |
AMZN Amazon.com Inc
| 2.33% | $6.467M 27,134 shares@ $238.35 avg price | Decreased -0.64% |
QQQ Invesco Qqq Trust Series 1
| 2.26% | $6.275M 8,522 shares@ $736.37 avg price | Decreased -0.22% |
DFAI Dimensional International Co
| 2.25% | $6.24M 151,283 shares@ $41.25 avg price | Increased 2.34% |
1-10 of 209