test

Rana Choubah

@Meridian Financial, Llc

Latest period2024 - Q4ReportedManaged Assets$144.792MTotal holdings119
Assets growth rate-3.29%Assets growth rate (2-Q avg)2.6%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Meridian Financial, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 119 positions.

Assets under management

The assets under management (AUM) of Meridian Financial, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 144.792M in assets, with a quarterly growth rate of -3.29% and a 2-quarter average growth rate of 2.6%. The portfolio is managed by Rana Choubah, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IVVIshares Tr
Recent Activity
Decreased -0.94%
6.25%
$9.04M
15,357 shares@ $588.68 avg price
IJRIshares Tr
Recent Activity
Decreased -0.61%
5.38%
$7.789M
67,599 shares@ $115.23 avg price
IJHIshares Tr
Recent Activity
Decreased -1.39%
5.04%
$7.294M
117,057 shares@ $62.32 avg price
VOVanguard Index Fds
Recent Activity
Decreased -1.59%
3.22%
$4.649M
17,601 shares@ $264.14 avg price
VBVanguard Index Fds
Recent Activity
Decreased -0.21%
2.34%
$3.375M
14,047 shares@ $240.29 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -8.81%
2.11%
$3.053M
7,242 shares@ $421.52 avg price
QQQMInvesco Exch Traded Fd Tr Ii
Recent Activity
Decreased -1.29%
1.88%
$2.721M
12,928 shares@ $210.46 avg price
AAPLApple Inc
Recent Activity
Decreased -2.75%
1.5%
$2.171M
8,670 shares@ $250.44 avg price
VIGVanguard Specialized Funds
Recent Activity
Decreased -3.91%
1.4%
$2.021M
10,321 shares@ $195.83 avg price
MDYSpdr S&p Midcap 400 Etf Tr
Recent Activity
Decreased -4.54%
1.36%
$1.964M
3,448 shares@ $569.54 avg price