Quad-Cities Investment Group, LLC

data from 31/12/2025

Capitalization

$ 242.355 M 3.18 %

Average holding period

18 ans

Performance

$ 78.461 M 61.21 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Quad-Cities Investment Group, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/12/31 APPLE INC 6.44% 15.607 M $ 57410 2018/03/31 1.037 M $ 6.77 %
2025/12/31 FIRST TR EXCH TRADED FD III 3.80% 9.200 M $ 504946 2018/03/31 -9.877 K $ -0.11 %
2025/12/31 INVESCO EXCHANGE TRADED FD T 3.67% 8.894 M $ 46430 2021/03/31 87.178 K $ 0.98 %
2025/12/31 ISHARES TR 3.02% 7.313 M $ 105351 2018/06/30 143.386 K $ 1.97 %
2025/12/31 ISHARES TR 2.94% 7.117 M $ 107840 2018/06/30 82.811 K $ 1.13 %
2025/12/31 JANUS DETROIT STR TR 2.75% 6.660 M $ 131677 2023/09/30 -28.820 K $ -0.39 %
2025/12/31 AMAZON COM INC 2.60% 6.295 M $ 27274 2018/03/31 308.621 K $ 5.12 %
2025/12/31 DIMENSIONAL ETF TRUST 2.47% 5.992 M $ 128037 2022/06/30 129.355 K $ 2.27 %
2025/12/31 FIDELITY MERRIMACK STR TR 2.31% 5.596 M $ 121543 2022/12/31 -21.837 K $ -0.43 %
2025/12/31 ISHARES TR 2.29% 5.548 M $ 8099 2018/06/30 135.091 K $ 2.34 %
2025/12/31 DIMENSIONAL ETF TRUST 2.26% 5.472 M $ 143591 2021/12/31 241.927 K $ 4.84 %
2025/12/31 MICROSOFT CORP 2.22% 5.391 M $ 11146 2018/03/31 -378.851 K $ -6.62 %
2025/12/31 INVESCO QQQ TR 2.18% 5.282 M $ 8598 2020/06/30 124.556 K $ 2.32 %
2025/12/31 WELLS FARGO CO NEW 1.98% 4.809 M $ 51596 2018/03/31 485.433 K $ 11.19 %
2025/12/31 NVIDIA CORPORATION 1.96% 4.750 M $ 25468 2023/09/30 -2.021 K $ -0.04 %
2025/12/31 ISHARES TR 1.71% 4.136 M $ 82702 2023/09/30 -96.871 K $ -2.38 %
2025/12/31 ISHARES TR 1.65% 3.997 M $ 33261 2018/03/31 44.986 K $ 1.14 %
2025/12/31 FIRST TR EXCHANGE-TRADED FD 1.40% 3.403 M $ 81287 2018/03/31 -14.717 K $ -0.45 %
2025/12/31 TORTOISE CAPITAL SERIES TRUS 1.32% 3.209 M $ 90935 2025/06/30 -107.108 K $ -3.18 %
2025/12/31 WALMART INC 1.18% 2.855 M $ 25629 2018/03/31 224.464 K $ 8.10 %
2025/12/31 ISHARES TR 1.16% 2.811 M $ 18903 2018/06/30 58.769 K $ 2.09 %
2025/12/31 DEERE & CO 1.07% 2.599 M $ 5583 2018/03/31 46.363 K $ 1.82 %
2025/12/31 DIMENSIONAL ETF TRUST 1.04% 2.520 M $ 77366 2021/12/31 79.239 K $ 3.30 %
2025/12/31 DIMENSIONAL ETF TRUST 0.99% 2.402 M $ 60667 2022/12/31 60.245 K $ 2.64 %
2025/12/31 BROADCOM INC 0.96% 2.332 M $ 6737 2022/12/31 108.845 K $ 4.91 %
2025/12/31 DIMENSIONAL ETF TRUST 0.92% 2.219 M $ 67805 2022/09/30 90.833 K $ 4.30 %
2025/12/31 COHEN & STEERS QUALITY INCOM 0.92% 2.219 M $ 194283 2018/03/31 -199.325 K $ -8.42 %
2025/12/31 ALPHABET INC 0.90% 2.171 M $ 6920 2018/03/31 447.499 K $ 28.84 %
2025/12/31 CATERPILLAR INC 0.89% 2.156 M $ 3763 2018/03/31 357.817 K $ 20.07 %
2025/12/31 J P MORGAN EXCHANGE TRADED F 0.87% 2.106 M $ 44470 2023/03/31 -8.670 K $ -0.42 %
2025/12/31 TESLA INC 0.85% 2.067 M $ 4596 2020/12/31 22.445 K $ 1.12 %
2025/12/31 FIRST TR EXCHANGE-TRADED FD 0.84% 2.027 M $ 21910 2018/03/31 -25.437 K $ -1.21 %
2025/12/31 FIRST TR EXCHANGE-TRADED FD 0.80% 1.946 M $ 43896 2018/03/31 41.995 K $ 2.14 %
2025/12/31 FIRST TR EXCH TRD ALPHDX FD 0.78% 1.902 M $ 45181 2018/03/31 -93.980 K $ -4.71 %
2025/12/31 FIRST TR EXCHANGE-TRADED FD 0.78% 1.880 M $ 31375 2018/03/31 556.000 $ 0.03 %
2025/12/31 FIRST TR EXCHANGE-TRADED FD 0.72% 1.744 M $ 8445 2018/03/31 227.913 K $ 15.18 %
2025/12/31 DIMENSIONAL ETF TRUST 0.69% 1.684 M $ 24166 2023/03/31 27.718 K $ 1.77 %
2025/12/31 FIRST TR EXCHANGE-TRADED FD 0.64% 1.545 M $ 58870 2024/03/31 22.375 K $ 1.51 %
2025/12/31 ALPHABET INC 0.62% 1.499 M $ 4790 2018/06/30 334.751 K $ 28.75 %
2025/12/31 FIRST TR EXCHANGE TRADED FD 0.61% 1.474 M $ 21219 2019/03/31 46.547 K $ 3.29 %
2025/12/31 FIRST TR EXCHANGE-TRADED FD 0.59% 1.424 M $ 31031 2018/03/31 1.128 K $ 0.09 %
2025/12/31 AXON ENTERPRISE INC 0.55% 1.342 M $ 2363 2022/09/30 -228.307 K $ -20.86 %
2025/12/31 AMERICAN CENTY ETF TR 0.55% 1.332 M $ 18856 2025/03/31 14.230 K $ 1.52 %
2025/12/31 EXXON MOBIL CORP 0.55% 1.325 M $ 11006 2018/03/31 83.831 K $ 6.73 %
2025/12/31 COLUMBIA BKG SYS INC 0.52% 1.266 M $ 45283 2023/06/30 93.955 K $ 8.59 %
2025/12/31 DIMENSIONAL ETF TRUST 0.50% 1.209 M $ 35071 2022/12/31 56.297 K $ 5.09 %
2025/12/31 UBER TECHNOLOGIES INC 0.50% 1.206 M $ 14759 2019/06/30 -242.225 K $ -16.60 %
2025/12/31 FIRST TR EXCHANGE TRADED FD 0.49% 1.184 M $ 50122 2023/06/30 -4.599 K $ -0.38 %
2025/12/31 ISHARES TR 0.48% 1.171 M $ 11884 2020/06/30 -18.308 K $ -1.55 %
2025/12/31 PROSHARES TR 0.48% 1.169 M $ 13884 2018/06/30 -14.506 K $ -1.31 %
2025/12/31 ENTERPRISE PRODS PARTNERS L 0.48% 1.155 M $ 36030 2018/03/31 27.476 K $ 2.53 %
2025/12/31 FIRST TR EXCHNG TRADED FD VI 0.46% 1.117 M $ 32591 2023/09/30 27.344 K $ 2.51 %
2025/12/31 ISHARES TR 0.45% 1.090 M $ 47222 2023/12/31 -13.106 K $ -1.33 %
2025/12/31 ISHARES TR 0.45% 1.086 M $ 22278 2018/06/30 -1.867 K $ -0.18 %
2025/12/31 COPA HOLDINGS SA 0.40% 967.087 K $ 8018 2025/06/30 13.546 K $ 1.51 %
2025/12/31 KINDER MORGAN INC DEL 0.40% 966.515 K $ 35159 2018/03/31 -28.648 K $ -2.90 %
2025/12/31 SPDR S&P 500 ETF TR 0.40% 957.467 K $ 1404 2020/12/31 21.934 K $ 2.37 %
2025/12/31 ABBVIE INC 0.39% 941.982 K $ 4123 2018/03/31 -12.798 K $ -1.33 %
2025/12/31 TRAVELERS COMPANIES INC 0.38% 931.978 K $ 3213 2024/09/30 34.785 K $ 3.88 %
2025/12/31 VALERO ENERGY CORP 0.38% 929.046 K $ 5707 2018/03/31 -42.892 K $ -4.39 %
2025/12/31 TAIWAN SEMICONDUCTOR MFG LTD 0.38% 922.666 K $ 3036 2025/06/30 62.239 K $ 8.82 %
2025/12/31 PUTNAM PREMIER INCOME TR 0.38% 920.609 K $ 260059 2018/03/31 -42.910 K $ -4.07 %
2025/12/31 FIRST TR EXCHANGE TRADED FD 0.38% 919.903 K $ 9356 2021/12/31 14.618 K $ 1.70 %
2025/12/31 FIRST TR EXCHANGE-TRADED FD 0.37% 890.432 K $ 23513 2018/03/31 -10.143 K $ -1.10 %
2025/12/31 FIRST TR EXCHANGE TRADED FD 0.36% 878.937 K $ 13969 2018/03/31 14.524 K $ 1.61 %
2025/12/31 CANADIAN PACIFIC KANSAS CITY 0.36% 878.645 K $ 11933 2023/06/30 -10.281 K $ -1.15 %
2025/12/31 META PLATFORMS INC 0.36% 877.259 K $ 1329 2018/03/31 -106.011 K $ -10.12 %
2025/12/31 ALLIANCEBERNSTEIN GLOBAL HIG 0.35% 852.448 K $ 79743 2018/03/31 -46.972 K $ -4.64 %
2025/12/31 PEPSICO INC 0.35% 843.108 K $ 5874 2018/03/31 18.314 K $ 2.20 %
2025/12/31 BLACKSTONE INC 0.33% 809.381 K $ 5251 2020/06/30 -87.744 K $ -9.78 %
2025/12/31 FIRST TR EXCHANGE-TRADED ALP 0.33% 797.864 K $ 8949 2022/09/30 17.175 K $ 2.18 %
2025/12/31 ISHARES TR 0.32% 786.705 K $ 8794 2018/03/31 18.732 K $ 2.46 %
2025/12/31 SUNOCO LP/SUNOCO FIN CORP 0.31% 742.065 K $ 14159 2018/03/31 32.683 K $ 4.80 %
2025/12/31 VISA INC 0.29% 709.612 K $ 2023 2018/06/30 19.108 K $ 2.75 %
2025/12/31 ONEOK INC NEW 0.29% 692.228 K $ 9418 2021/03/31 4.940 K $ 0.73 %
2025/12/31 CLEARWAY ENERGY INC 0.28% 675.144 K $ 20299 2024/09/30 81.943 K $ 17.73 %
2025/12/31 ADAMS DIVERSIFIED EQUITY FD 0.27% 651.190 K $ 27924 2018/06/30 27.922 K $ 4.57 %
2025/12/31 FREEPORT-MCMORAN INC 0.27% 648.532 K $ 12769 2021/06/30 108.144 K $ 29.50 %
2025/12/31 FIRST TR EXCHANGE-TRADED FD 0.26% 641.591 K $ 2384 2018/03/31 -25.749 K $ -3.83 %
2025/12/31 JOHNSON & JOHNSON 0.26% 635.957 K $ 3073 2018/03/31 66.161 K $ 11.61 %
2025/12/31 VANECK ETF TRUST 0.26% 631.095 K $ 6094 2025/03/31 27.434 K $ 4.49 %
2025/12/31 DIMENSIONAL ETF TRUST 0.26% 629.978 K $ 19125 2023/12/31 23.204 K $ 4.14 %
2025/12/31 FIRST TR EXCHNG TRADED FD VI 0.26% 626.528 K $ 25345 2024/12/31 0.000 $ 0.00 %
2025/12/31 FIRST TR EXCHANGE TRADED FD 0.26% 622.466 K $ 9603 2018/03/31 31.082 K $ 5.24 %
2025/12/31 CALAMOS STRATEGIC TOTAL RETU 0.26% 622.241 K $ 32408 2018/03/31 -2.961 K $ -0.47 %
2025/12/31 ARES CAPITAL CORP 0.25% 605.510 K $ 29931 2018/03/31 -5.375 K $ -0.88 %
2025/12/31 FIRST TR EXCHANGE TRADED FD 0.24% 592.356 K $ 3871 2025/09/30 5.241 K $ 1.28 %
2025/12/31 ISHARES INC 0.24% 589.237 K $ 8107 2025/06/30 42.926 K $ 7.66 %
2025/12/31 HOME DEPOT INC 0.24% 585.762 K $ 1702 2018/03/31 -106.924 K $ -15.06 %
2025/12/31 NETFLIX INC 0.24% 582.531 K $ 6213 2024/03/31 -506.163 K $ -92.18 %
2025/12/31 VERIZON COMMUNICATIONS INC 0.23% 555.506 K $ 13639 2018/03/31 -44.033 K $ -7.33 %
2025/12/31 DIMENSIONAL ETF TRUST 0.23% 547.811 K $ 16560 2022/12/31 16.209 K $ 3.15 %
2025/12/31 FLEXSHARES TR 0.23% 547.113 K $ 13431 2023/09/30 -6.682 K $ -1.12 %
2025/12/31 PIMCO ETF TR 0.22% 534.187 K $ 20022 2025/09/30 -1.557 K $ -0.60 %
2025/12/31 CONSTELLATION ENERGY CORP 0.22% 532.655 K $ 1508 2025/03/31 26.347 K $ 7.34 %
2025/12/31 EATON CORP PLC 0.22% 523.926 K $ 1645 2025/09/30 -55.861 K $ -14.90 %
2025/12/31 VANGUARD INDEX FDS 0.21% 520.517 K $ 1067 2021/06/30 8.770 K $ 1.71 %
2025/12/31 LOCKHEED MARTIN CORP 0.21% 519.064 K $ 1073 2022/03/31 -25.555 K $ -3.10 %
2025/12/31 CINTAS CORP 0.21% 508.324 K $ 2703 2018/06/30 -46.491 K $ -8.38 %
2025/12/31 COHEN & STEERS INFRASTRUCTUR 0.21% 508.319 K $ 21083 2018/03/31 -15.083 K $ -2.78 %