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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
SPYGSpdr Ser Tr
Recent Activity
Decreased -1.26%
1.21%
$1.74M
19,797 shares@ $87.9 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -1.63%
1.2%
$1.732M
2,955 shares@ $586.08 avg price
SPHQInvesco Exchange Traded Fd T
Recent Activity
Decreased -5.12%
1.14%
$1.648M
24,588 shares@ $67.04 avg price
VBKVanguard Index Fds
Recent Activity
Decreased -0.49%
1.13%
$1.622M
5,793 shares@ $280.04 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -4.95%
1.12%
$1.621M
16,297 shares@ $99.49 avg price
VCSHVanguard Scottsdale Fds
Recent Activity
Increased 12.63%
1.1%
$1.584M
20,308 shares@ $78.01 avg price
SPMDSpdr Ser Tr
Recent Activity
Decreased -1.43%
1.1%
$1.581M
28,909 shares@ $54.7 avg price
SLYVSpdr Ser Tr
Recent Activity
Increased 4.31%
0.88%
$1.274M
14,602 shares@ $87.26 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -11.09%
0.8%
$1.152M
5,250 shares@ $219.4 avg price
VBRVanguard Index Fds
Recent Activity
Increased 0.8%
0.79%
$1.136M
5,731 shares@ $198.2 avg price