Rana Choubah

@Meridian Financial, Llc

Latest period2024 - Q4

Reported4d 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
VIGIVanguard Whitehall Fds Recent Activity Increased 0.51%	0.22%	$315,717 3,947 shares@ $79.99 avg price	Increased 0.51%
AGGYWisdomtree Tr Recent Activity Increased 2.34%	0.22%	$313,968 7,315 shares@ $42.93 avg price	Increased 2.34%
SCZIshares Tr Recent Activity Increased 0.04%	0.22%	$307,995 5,069 shares@ $60.77 avg price	Increased 0.04%
JMUBJ P Morgan Exchange Traded F Recent Activity Increased 6.8%	0.21%	$297,791 5,938 shares@ $50.16 avg price	Increased 6.8%
JMSTJ P Morgan Exchange Traded F Recent Activity Increased 6.86%	0.18%	$254,644 5,022 shares@ $50.71 avg price	Increased 6.86%
DDominion Energy Inc Recent Activity Increased 0.82%	0.18%	$253,561 4,708 shares@ $53.86 avg price	Increased 0.82%
SCHFSchwab Strategic Tr Recent Activity Increased 107.87%	0.14%	$196,933 10,645 shares@ $18.51 avg price	Increased 107.87%