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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
FBCGFidelity Covington Trust
Recent Activity
Decreased -0.78%
0.6%
$866,483
18,731 shares@ $46.26 avg price
CSCOCisco Sys Inc
Recent Activity
Decreased -2.66%
0.6%
$864,810
14,608 shares@ $59.21 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -15.6%
0.52%
$745,592
3,110 shares@ $239.75 avg price
XMHQInvesco Exchange Traded Fd T
Recent Activity
Decreased -1.6%
0.52%
$742,616
7,542 shares@ $98.47 avg price
SUSAIshares Tr
Recent Activity
Decreased -8.22%
0.43%
$610,139
5,018 shares@ $121.6 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -22.32%
0.37%
$527,011
2,784 shares@ $189.3 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Decreased -5.29%
0.36%
$519,473
2,234 shares@ $232.54 avg price
LMTLockheed Martin Corp
Recent Activity
Decreased -7.29%
0.32%
$451,172
928 shares@ $486.18 avg price
IDHQInvesco Exch Traded Fd Tr Ii
Recent Activity
Decreased -1.66%
0.3%
$431,341
15,231 shares@ $28.32 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -12.61%
0.28%
$400,597
2,770 shares@ $144.62 avg price