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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
SCHDSchwab Strategic Tr
Recent Activity
Increased 195.8%
6.77%
$9.795M
358,527 shares@ $27.33 avg price
JPSTJ P Morgan Exchange Traded F
Recent Activity
Increased 2.9%
6.73%
$9.73M
193,172 shares@ $50.38 avg price
IVVIshares Tr
Recent Activity
Decreased -0.94%
6.25%
$9.04M
15,357 shares@ $588.68 avg price
IJRIshares Tr
Recent Activity
Decreased -0.61%
5.38%
$7.789M
67,599 shares@ $115.23 avg price
IJHIshares Tr
Recent Activity
Decreased -1.39%
5.04%
$7.294M
117,057 shares@ $62.32 avg price
DGROIshares Tr
Recent Activity
Increased 2.2%
4.9%
$7.081M
115,432 shares@ $61.35 avg price
VOVanguard Index Fds
Recent Activity
Decreased -1.59%
3.22%
$4.649M
17,601 shares@ $264.14 avg price
SPLGSpdr Ser Tr
Recent Activity
Increased 1.03%
2.69%
$3.89M
56,429 shares@ $68.94 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Increased 3.19%
2.35%
$3.393M
19,361 shares@ $175.24 avg price
VBVanguard Index Fds
Recent Activity
Decreased -0.21%
2.34%
$3.375M
14,047 shares@ $240.29 avg price