Fund Holdings

Quad-Cities Investment Group, LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
TORTOISE CAPITAL SERIES TRUS089,713+89,71303,800,2271.51%+3,800,227
EXXON MOBIL CORP(XOM)014,931+14,93102,533,1901.01%+2,533,190
CRONOS GROUP INC(CRON)0396,389+396,3890994,9360.40%+994,936
PIMCO ETF TR050,381+50,38101,319,9780.53%+1,319,978
DEERE & CO(DE)05,524+5,52403,111,8181.24%+3,111,818
VALERO ENERGY CORP(VLO)05,577+5,57701,378,0440.55%+1,378,044
AMERICAN CENTY ETF TR024,537+24,53701,772,5530.71%+1,772,553
SM ENERGY COMPANY(SM)013,402+13,4020417,8880.17%+417,888
ISHARES TR0109,517+109,51707,685,9163.06%+7,685,916
CATERPILLAR INC(CAT)03,549+3,54902,514,6061.00%+2,514,606
ISHARES TR03,488+3,4880346,2130.14%+346,213
WALMART INC(WMT)025,635+25,63503,185,9241.27%+3,185,924
VANECK ETF TRUST02,439+2,4390324,9000.13%+324,900
FIRST TR EXCH TRADED FD III0536,184+536,18409,517,2663.79%+9,517,266
QUANTA SVCS INC01,319+1,3190724,1570.29%+724,157
ROBINHOOD MKTS INC(HOOD)04,385+4,3850303,8810.12%+303,881
INVESCO EXCHANGE TRADED FD T047,897+47,89709,192,3193.66%+9,192,319
OBSIDIAN ENERGY LTD030,913+30,9130292,7460.12%+292,746
DIMENSIONAL ETF TRUST069,224+69,22402,690,0381.07%+2,690,038
DIMENSIONAL ETF TRUST0147,830+147,83005,759,4422.30%+5,759,442
INVESCO EXCH TRADED FD TR II02,770+2,7700658,2660.26%+658,266
FIRST TR EXCHNG TRADED FD VI012,588+12,5880527,5630.21%+527,563
RTX CORPORATION(RTX)03,515+3,5150677,9710.27%+677,971
JPMORGAN CHASE & CO(JPM)02,211+2,2110650,4340.26%+650,434
FIRST TR EXCHNG TRADED FD VI05,594+5,5940264,9880.11%+264,988
DIMENSIONAL ETF TRUST027,350+27,35001,945,4080.78%+1,945,408
FIRST TR EXCHANGE-TRADED FD043,403+43,40302,204,8860.88%+2,204,886
AT&T INC(T)08,656+8,6560250,9370.10%+250,937
INVESCO EXCH TRADED FD TR II04,048+4,0480246,7850.10%+246,785
CASEYS GEN STORES INC(CASY)0339+3390246,4670.10%+246,467
CHENIERE ENERGY INC(LNG)0836+8360237,3130.09%+237,313
DIMENSIONAL ETF TRUST0137,924+137,92406,223,1512.48%+6,223,151
FIRST TR EXCHNG TRADED FD VI06,208+6,2080229,8200.09%+229,820
DIMENSIONAL ETF TRUST081,173+81,17302,748,5221.10%+2,748,522
KINDER MORGAN INC DEL(KMI)035,350+35,35001,185,2910.47%+1,185,291
FIRST TR EXCHANGE-TRADED FD010,618+10,6180216,3950.09%+216,395
VANGUARD WORLD FD0309+3090215,9040.09%+215,904
FIRST TR EXCH TRADED FD III09,748+9,7480211,5360.08%+211,536
ISHARES TR033,829+33,82904,205,2871.68%+4,205,287
FIRST TR EXCHANGE-TRADED FD088,901+88,90103,606,7091.44%+3,606,709
FIRST TR EXCHANGE TRADED FD010,062+10,06201,114,7220.44%+1,114,722
SUNOCO LP/SUNOCO FIN CORP(SUN)014,195+14,1950922,2750.37%+922,275
COHEN & STEERS QUALITY INCOM(RQI)0198,163+198,16302,387,8670.95%+2,387,867
TAIWAN SEMICONDUCTOR MANUFAC(TSM)03,210+3,21001,084,7790.43%+1,084,779
ENTERPRISE PRODS PARTNERS L(EPD)034,766+34,76601,315,5400.52%+1,315,540
FIRST TR EXCH TRD ALPHDX FD045,257+45,25702,061,5420.82%+2,061,542
DIMENSIONAL ETF TRUST038,434+38,43401,365,5500.54%+1,365,550
LOCKHEED MARTIN CORP(LMT)01,107+1,1070668,8870.27%+668,887
BOEING CO(BA)02,590+2,5900515,4880.21%+515,488
FIRST TR EXCHANGE-TRADED FD04,496+4,4960735,4810.29%+735,481
FIRST TR EXCHANGE-TRADED FD023,615+23,61501,031,0210.41%+1,031,021
DIAMONDBACK ENERGY INC(FANG)02,900+2,9000573,5910.23%+573,591
DIMENSIONAL ETF TRUST069,208+69,20802,351,0100.94%+2,351,010
CLEARWAY ENERGY INC(CWEN)020,438+20,4380803,0160.32%+803,016
VERIZON COMMUNICATIONS INC(VZ)013,495+13,4950677,4530.27%+677,453
FIRST TR EXCHANGE-TRADED FD033,480+33,48002,001,4540.80%+2,001,454
FIDELITY MERRIMACK STR TR0125,251+125,25105,713,9572.28%+5,713,957
SEAGATE TECHNOLOGY HLDNGS PL01,000+1,0000391,7600.16%+391,760
ISHARES INC08,964+8,9640705,1300.28%+705,130
JOHNSON & JOHNSON(JNJ)03,073+3,0730751,1640.30%+751,164
APPLIED DIGITAL CORP025,510+25,5100605,6070.24%+605,607
GE VERNOVA INC(GEV)0515+5150449,9000.18%+449,900
ONEOK INC NEW(OKE)08,849+8,8490799,8640.32%+799,864
CANADIAN PACIFIC KANSAS CITY(CP)012,527+12,5270985,3650.39%+985,365
FIRST TR EXCHANGE-TRADED FD09,501+9,5010724,0830.29%+724,083
FIRST TR EXCHANGE-TRADED FD064,270+64,27001,642,0880.65%+1,642,088
FIRST TR EXCHNG TRADED FD VI028,991+28,9910719,4260.29%+719,426
FLEXSHARES TR08,739+8,7390482,0370.19%+482,037
ASML HLDG NV0376+3760496,3680.20%+496,368
KRATOS DEFENSE & SEC SOLUTIO(KTOS)07,715+7,7150543,9850.22%+543,985
NETFLIX INC.(NFLX)06,910+6,9100664,3970.26%+664,397
CHEVRON CORPORATION(CVX)01,527+1,5270316,0180.13%+316,018
ISHARES TR0106,453+106,45307,188,7762.87%+7,188,776
EATON CORP PLC(ETN)01,663+1,6630594,7630.24%+594,763
FREEPORT MCMORAN INC(FCX)012,186+12,1860716,2730.29%+716,273
DUKE ENERGY CORP NEW(DUK)03,740+3,7400489,7110.20%+489,711
J P MORGAN EXCHANGE TRADED F046,139+46,13902,172,2270.87%+2,172,227
INVESCO EXCH TRD SLF IDX FD013,971+13,9710302,9510.12%+302,951
PEPSICO INC(PEP)05,812+5,8120902,6210.36%+902,621
VANGUARD INDEX FDS05,588+5,5880495,6570.20%+495,657
ISHARES TR012,014+12,01401,222,9140.49%+1,222,914
FIRST TR EXCHANGE-TRADED FD019,089+19,0890340,7320.14%+340,732
MERCK & CO INC(MRK)02,492+2,4920299,7440.12%+299,744
ISHARES TR023,366+23,36601,132,2990.45%+1,132,299
GOLDMAN SACHS ETF TR08,306+8,3060415,6190.17%+415,619
HONEYWELL INTL INC(HON)01,368+1,3680309,1660.12%+309,166
REALTY INCOME CORP(O)07,742+7,7420473,6350.19%+473,635
ALLIANT ENERGY CORP(LNT)05,687+5,6870408,0650.16%+408,065
FIRST TR EXCHANGE-TRADED ALP08,828+8,8280834,6950.33%+834,695
VANGUARD CHARLOTTE FDS07,565+7,5650363,5020.14%+363,502
JOHN HANCOCK EXCHANGE TRADED08,059+8,0590540,9090.22%+540,909
DIMENSIONAL ETF TRUST012,008+12,0080441,4140.18%+441,414
PROSHARES TR013,895+13,89501,200,6360.48%+1,200,636
GOLDMAN SACHS ETF TR06,133+6,1330519,2050.21%+519,205
ISHARES TR08,994+8,9940814,2200.32%+814,220
CUMMINS INC(CMI)0945+9450508,1820.20%+508,182
NOVARTIS AG(NVS)02,675+2,6750408,6050.16%+408,605
FIRST TR EXCHANGE TRADED FD011,069+11,0690436,4650.17%+436,465
FLEXSHARES TR014,190+14,1900568,4430.23%+568,443
VANGUARD INDEX FDS02,166+2,1660445,6680.18%+445,668
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