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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
IBMInternational Business Machs
Recent Activity
Decreased -2.46%
0.28%
$391,078
1,779 shares@ $219.84 avg price
MCDMcdonalds Corp
Recent Activity
Decreased -13.31%
0.27%
$377,564
1,302 shares@ $289.99 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -1.9%
0.25%
$350,385
773 shares@ $453.28 avg price
IHFIshares Tr
Recent Activity
Decreased -11.02%
0.24%
$339,057
7,065 shares@ $48.0 avg price
SLYGSpdr Ser Tr
Recent Activity
Decreased -0.79%
0.24%
$338,577
3,747 shares@ $90.36 avg price
CRWDCrowdstrike Hldgs Inc
Recent Activity
Decreased -2.96%
0.24%
$336,001
982 shares@ $342.16 avg price
RTXRtx Corporation
Recent Activity
Decreased -9.46%
0.23%
$332,001
2,869 shares@ $115.73 avg price
KOMPSpdr Ser Tr
Recent Activity
Decreased -2.27%
0.23%
$328,131
6,455 shares@ $50.84 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -20.38%
0.22%
$310,944
1,855 shares@ $167.63 avg price
DIVIFranklin Templeton Etf Tr
Recent Activity
Decreased -1.9%
0.22%
$309,463
10,312 shares@ $30.01 avg price