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
IWFIshares Tr
Recent Activity
Exited
0%
$795,430
2,119 shares@ $375.38 avg price
NVDANvidia Corporation
Recent Activity
Exited
0%
$442,527
3,644 shares@ $121.44 avg price
BSJOInvesco Exch Trd Slf Idx Fd
Recent Activity
Exited
0%
$274,787
12,094 shares@ $22.73 avg price
CMCSAComcast Corp New
Recent Activity
Exited
0%
$270,217
6,469 shares@ $41.78 avg price
ADBEAdobe Inc
Recent Activity
Exited
0%
$245,946
475 shares@ $517.79 avg price
KOCoca Cola Co
Recent Activity
Exited
0%
$223,920
3,116 shares@ $71.87 avg price
AEPAmerican Elec Pwr Co Inc
Recent Activity
Exited
0%
$221,480
2,159 shares@ $102.59 avg price
VHTVanguard World Fd
Recent Activity
Exited
0%
$218,423
774 shares@ $282.21 avg price
IQLTIshares Tr
Recent Activity
Exited
0%
$216,412
5,216 shares@ $41.5 avg price
KVUEKenvue Inc
Recent Activity
Exited
0%
$204,261
8,831 shares@ $23.13 avg price