Rana Choubah

@Meridian Financial, Llc

Latest period2024 - Q4

Reported3d ago

Managed Assets$144.792M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
IUSGIshares Tr Recent Activity Increased 14.77%	0.36%	$511,275 3,669 shares@ $139.35 avg price	Increased 14.77%
VYMIVanguard Whitehall Fds Recent Activity Increased 5.25%	0.34%	$485,220 7,148 shares@ $67.89 avg price	Increased 5.25%
MDYVSpdr Ser Tr Recent Activity Increased 1.77%	0.32%	$462,210 5,763 shares@ $80.21 avg price	Increased 1.77%
XMMOInvesco Exchange Traded Fd T Recent Activity Increased 3.18%	0.28%	$401,473 3,250 shares@ $123.54 avg price	Increased 3.18%
SPDGSpdr Ser Tr Recent Activity Increased 21.88%	0.27%	$385,498 10,245 shares@ $37.63 avg price	Increased 21.88%
XLFSelect Sector Spdr Tr Recent Activity Increased 11.44%	0.26%	$375,929 7,778 shares@ $48.34 avg price	Increased 11.44%
DIVBIshares Tr Recent Activity Increased 0.16%	0.26%	$365,908 7,720 shares@ $47.4 avg price	Increased 0.16%
EFAIshares Tr Recent Activity Increased 0.29%	0.25%	$348,993 4,616 shares@ $75.61 avg price	Increased 0.29%
DSTLEtf Ser Solutions Recent Activity Increased 5.09%	0.24%	$340,528 6,200 shares@ $54.93 avg price	Increased 5.09%
XLBSelect Sector Spdr Tr Recent Activity Increased 10.76%	0.24%	$338,832 4,027 shares@ $84.15 avg price	Increased 10.76%