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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
SPYGSpdr Ser Tr
| 1.21% | $1.74M 19,797 shares@ $87.9 avg price | Decreased -1.26% |
SPYSpdr S&p 500 Etf Tr
| 1.2% | $1.732M 2,955 shares@ $586.08 avg price | Decreased -1.63% |
SPHQInvesco Exchange Traded Fd T
| 1.14% | $1.648M 24,588 shares@ $67.04 avg price | Decreased -5.12% |
VBKVanguard Index Fds
| 1.13% | $1.622M 5,793 shares@ $280.04 avg price | Decreased -0.49% |
MRKMerck & Co Inc
| 1.12% | $1.621M 16,297 shares@ $99.49 avg price | Decreased -4.95% |
SPMDSpdr Ser Tr
| 1.1% | $1.581M 28,909 shares@ $54.7 avg price | Decreased -1.43% |
AMZNAmazon Com Inc
| 0.8% | $1.152M 5,250 shares@ $219.4 avg price | Decreased -11.09% |
DONWisdomtree Tr
| 0.76% | $1.1M 21,573 shares@ $50.98 avg price | Decreased -3.69% |
SYLDCambria Etf Tr
| 0.65% | $934,289 13,645 shares@ $68.48 avg price | Decreased -4.74% |
SPLVInvesco Exch Traded Fd Tr Ii
| 0.64% | $917,515 13,107 shares@ $70.01 avg price | Decreased -1.13% |