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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
VUGVanguard Index Fds
Recent Activity
Increased 3.79%
0.45%
$641,928
1,564 shares@ $410.44 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Increased 2.35%
0.44%
$630,459
4,583 shares@ $137.57 avg price
GOOGAlphabet Inc
Recent Activity
Increased 1.54%
0.44%
$630,356
3,310 shares@ $190.44 avg price
SCHMSchwab Strategic Tr
Recent Activity
Increased 195.22%
0.42%
$600,603
21,675 shares@ $27.71 avg price
IJTIshares Tr
Recent Activity
Increased 3.99%
0.4%
$571,938
4,225 shares@ $135.37 avg price
FPXIFirst Tr Exchange Traded Fd
Recent Activity
Increased 0.03%
0.4%
$567,135
12,028 shares@ $47.16 avg price
IGIBIshares Tr
Recent Activity
Increased 8.87%
0.39%
$550,436
10,686 shares@ $51.52 avg price
VYMVanguard Whitehall Fds
Recent Activity
Increased 2.54%
0.36%
$515,722
4,042 shares@ $127.6 avg price
SPIBSpdr Ser Tr
Recent Activity
Increased 122.56%
0.36%
$514,004
15,690 shares@ $32.76 avg price
IJKIshares Tr
Recent Activity
Increased 6.75%
0.36%
$513,391
5,646 shares@ $90.94 avg price