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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
VZVerizon Communications Inc
Recent Activity
Decreased -1.6%
0.21%
$298,617
7,467 shares@ $40.0 avg price
XLISelect Sector Spdr Tr
Recent Activity
Decreased -21.42%
0.21%
$289,872
2,200 shares@ $131.76 avg price
XMLVInvesco Exch Traded Fd Tr Ii
Recent Activity
Decreased -2.18%
0.19%
$274,358
4,511 shares@ $60.82 avg price
USBUs Bancorp Del
Recent Activity
Decreased -3.21%
0.19%
$269,482
5,634 shares@ $47.84 avg price
CVXChevron Corp New
Recent Activity
Decreased -24.35%
0.19%
$269,334
1,860 shares@ $144.81 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -13.72%
0.18%
$254,448
503 shares@ $505.87 avg price
CVSCvs Health Corp
Recent Activity
Decreased -18.92%
0.17%
$244,958
5,457 shares@ $44.89 avg price
AVGOBroadcom Inc
Recent Activity
Decreased -36.58%
0.17%
$241,114
1,040 shares@ $231.85 avg price
BACBank America Corp
Recent Activity
Decreased -12.29%
0.17%
$235,158
5,350 shares@ $43.96 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -19.84%
0.17%
$233,916
303 shares@ $772.0 avg price