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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
VCSHVanguard Scottsdale Fds
Recent Activity
Increased 12.63%
1.1%
$1.584M
20,308 shares@ $78.01 avg price
SLYVSpdr Ser Tr
Recent Activity
Increased 4.31%
0.88%
$1.274M
14,602 shares@ $87.26 avg price
VBRVanguard Index Fds
Recent Activity
Increased 0.8%
0.79%
$1.136M
5,731 shares@ $198.2 avg price
SPSBSpdr Ser Tr
Recent Activity
Increased 1.38%
0.77%
$1.105M
37,003 shares@ $29.87 avg price
VCITVanguard Scottsdale Fds
Recent Activity
Increased 7.68%
0.69%
$994,961
12,395 shares@ $80.28 avg price
IJJIshares Tr
Recent Activity
Increased 0.19%
0.62%
$891,983
7,138 shares@ $124.97 avg price
NOBLProshares Tr
Recent Activity
Increased 4.03%
0.55%
$784,665
7,882 shares@ $99.56 avg price
XLUSelect Sector Spdr Tr
Recent Activity
Increased 9.74%
0.53%
$759,900
10,039 shares@ $75.7 avg price
VOOVanguard Index Fds
Recent Activity
Increased 4.35%
0.5%
$711,707
1,321 shares@ $538.77 avg price
VOEVanguard Index Fds
Recent Activity
Increased 0.14%
0.49%
$703,809
4,351 shares@ $161.76 avg price