Mariner Wealth Advisors
Latest statistics and disclosures from Mariner's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, AAPL, MSFT, VEA, NVDA, and represent 17.23% of Mariner's stock portfolio.
- Added to shares of these 10 stocks: IJH (+$573M), NVDA (+$173M), AGG (+$158M), WMT (+$141M), AAPL (+$137M), IVV (+$130M), IWY (+$121M), SPDW (+$110M), META (+$106M), PRF (+$102M).
- Started 246 new stock positions in TCAF, CAMT, DFSU, MLR, BSJO, JSPR, XISE, AVDX, CWH, BCAT.
- Reduced shares in these 10 stocks: TSLA (-$72M), BERY (-$55M), LLY (-$26M), JCI (-$25M), COHR (-$20M), AVGO (-$19M), SPYV (-$19M), DIS (-$18M), VHT (-$16M), SPY (-$16M).
- Sold out of its positions in TAFI, ADTN, ADPT, Adverum Biotechnologies, Aeva Technologies, AIN, ACI, ARLP, AWF, STRV.
- Mariner was a net buyer of stock by $3.8B.
- Mariner has $48B in assets under management (AUM), dropping by 14.68%.
- Central Index Key (CIK): 0001373442
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Portfolio Holdings for Mariner
Mariner holds 3127 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Mariner has 3127 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Mariner March 31, 2024 positions
- Download the Mariner March 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares S&p 500 Index Etf (IVV) | 4.5 | $2.2B | +6% | 4.1M | 525.73 |
|
| Apple (AAPL) | 4.5 | $2.2B | +6% | 13M | 171.49 |
|
| Microsoft Stock (MSFT) | 3.1 | $1.5B | +2% | 3.6M | 420.72 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.7 | $1.3B | +6% | 26M | 50.17 |
|
| NVIDIA Corporation (NVDA) | 2.5 | $1.2B | +16% | 1.3M | 903.55 |
|
| Ishares Core S&p Mid Cap Etf Etf (IJH) | 1.5 | $710M | +418% | 12M | 60.74 |
|
| Amazon (AMZN) | 1.5 | $708M | +4% | 3.9M | 180.38 |
|
| Spdr S&p 500 Etf Etf (SPY) | 1.4 | $658M | -2% | 1.3M | 523.17 |
|
| Ishares Aggregate Bond Etf Etf (AGG) | 1.3 | $640M | +32% | 6.5M | 97.94 |
|
| Vanguard Index Fds Value Etf (VTV) | 1.3 | $635M | +17% | 3.9M | 162.86 |
|
| Ishares Core Msci Eafe Etf Etf (IEFA) | 1.3 | $614M | +12% | 8.3M | 74.22 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $511M | 3.4M | 150.93 |
|
|
| Vanguard Growth Etf Etf (VUG) | 1.1 | $511M | +6% | 1.5M | 344.21 |
|
| Vanguard Ftse Emerging Markets Etf Etf (VWO) | 1.0 | $485M | +15% | 12M | 41.77 |
|
| JPMorgan Chase & Co. (JPM) | 0.9 | $459M | +2% | 2.3M | 200.29 |
|
| Avago Technologies Stock (AVGO) | 0.9 | $430M | -4% | 324k | 1326.31 |
|
| Apollo Global Mgmt (APO) | 0.9 | $418M | 3.7M | 112.45 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $411M | 977k | 420.51 |
|
|
| Procter & Gamble Company (PG) | 0.8 | $408M | +6% | 2.5M | 162.25 |
|
| Eli Lilly & Co. (LLY) | 0.8 | $403M | -5% | 519k | 777.96 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.8 | $391M | 1.5M | 259.90 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.7 | $354M | +4% | 3.8M | 92.72 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.7 | $332M | +11% | 691k | 480.70 |
|
| Home Depot Stock (HD) | 0.7 | $323M | +8% | 842k | 383.67 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $317M | +3% | 715k | 444.01 |
|
| Ishares S&p 500 Growth Etf Etf (IVW) | 0.7 | $316M | 3.7M | 84.44 |
|
|
| Meta Platforms Cl A (META) | 0.6 | $312M | +51% | 642k | 485.64 |
|
| Ishares Core Total Usd Bond Market Etf Etf (IUSB) | 0.6 | $296M | +40% | 6.5M | 45.59 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.6 | $293M | +10% | 1.2M | 249.86 |
|
| Tesla Motors (TSLA) | 0.6 | $289M | -19% | 1.6M | 175.81 |
|
| Ishares Core Msci Emerging Mkts Etf (IEMG) | 0.6 | $270M | +13% | 5.2M | 51.61 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.5 | $264M | +7% | 1.2M | 228.59 |
|
| Costco Wholesale Corp Stock (COST) | 0.5 | $262M | 358k | 733.12 |
|
|
| Ishares Msci Eafe Etf Etf (EFA) | 0.5 | $246M | 3.1M | 79.86 |
|
|
| Chevron Corporation (CVX) | 0.5 | $244M | +2% | 1.5M | 157.73 |
|
| Mastercard Stock (MA) | 0.5 | $243M | +5% | 504k | 481.83 |
|
| Amgen (AMGN) | 0.5 | $242M | +8% | 849k | 284.33 |
|
| Johnson & Johnson (JNJ) | 0.5 | $240M | +4% | 1.5M | 158.19 |
|
| Advanced Micro Devices (AMD) | 0.5 | $239M | +13% | 1.3M | 180.48 |
|
| Unitedhealth Group Stock (UNH) | 0.5 | $237M | 478k | 495.08 |
|
|
| Visa Com Cl A (V) | 0.5 | $232M | +2% | 831k | 279.08 |
|
| Vanguard Dividend Appreciation Etf Etf (VIG) | 0.5 | $229M | -4% | 1.3M | 182.62 |
|
| Ishares S&p Smallcap 600 Etf Etf (IJR) | 0.5 | $224M | +2% | 2.0M | 110.52 |
|
| Servicenow (NOW) | 0.5 | $220M | +4% | 289k | 762.35 |
|
| Merck & Co (MRK) | 0.4 | $213M | 1.6M | 131.95 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.4 | $211M | -6% | 3.4M | 62.06 |
|
| Ishares S&p 500 Value Etf Etf (IVE) | 0.4 | $211M | +2% | 1.1M | 186.81 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $210M | +5% | 1.4M | 152.26 |
|
| Wal-Mart Stores (WMT) | 0.4 | $206M | +216% | 3.4M | 60.17 |
|
| Ishares Russell 1000 Growth Etf Etf (IWF) | 0.4 | $194M | +3% | 576k | 337.06 |
|
| Thermo Fisher Scientific (TMO) | 0.4 | $192M | +12% | 330k | 581.19 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.4 | $187M | 4.8M | 39.02 |
|
|
| McDonald's Corporation (MCD) | 0.4 | $184M | 651k | 281.95 |
|
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.4 | $182M | -3% | 2.4M | 75.98 |
|
| Stryker Corp Stock (SYK) | 0.4 | $182M | +21% | 509k | 357.87 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.4 | $181M | +7% | 2.2M | 80.63 |
|
| Abbvie (ABBV) | 0.4 | $180M | 986k | 182.10 |
|
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.4 | $179M | +7% | 1.9M | 94.66 |
|
| Spdr Portfolio S&p 500 Etf Etf (SPLG) | 0.4 | $177M | +16% | 2.9M | 61.53 |
|
| Adobe Systems Incorporated (ADBE) | 0.4 | $172M | +2% | 340k | 504.60 |
|
| Nextera Energy (NEE) | 0.4 | $171M | +5% | 2.7M | 63.91 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.3 | $169M | +186% | 4.7M | 35.84 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $168M | +9% | 1.4M | 116.24 |
|
| Ishares Amt-free Muni Bond Etf Etf (MUB) | 0.3 | $166M | +11% | 1.5M | 107.60 |
|
| Ishares Russell Top 200 Growth Etf Etf (IWY) | 0.3 | $166M | +272% | 850k | 195.10 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.3 | $162M | -6% | 1.9M | 86.48 |
|
| Pepsi (PEP) | 0.3 | $162M | +2% | 923k | 175.00 |
|
| Nike CL B (NKE) | 0.3 | $160M | +23% | 1.7M | 93.98 |
|
| Metropcs Communications (TMUS) | 0.3 | $159M | +10% | 977k | 163.20 |
|
| Prudential Financial (PRU) | 0.3 | $156M | +8% | 1.3M | 117.40 |
|
| Ishares Russell 2000 Etf Etf (IWM) | 0.3 | $151M | 718k | 210.48 |
|
|
| Abbott Laboratories (ABT) | 0.3 | $151M | +8% | 1.3M | 113.66 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $146M | 505k | 288.03 |
|
|
| Ishares Tr Core Msci Total (IXUS) | 0.3 | $142M | +2% | 2.1M | 67.87 |
|
| Nasdaq Omx (NDAQ) | 0.3 | $138M | +20% | 2.2M | 63.10 |
|
| Phillips 66 (PSX) | 0.3 | $129M | 793k | 163.26 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.3 | $128M | -3% | 2.2M | 58.06 |
|
| Union Pacific Corporation (UNP) | 0.3 | $127M | +9% | 515k | 245.92 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.3 | $126M | +4% | 1.1M | 115.30 |
|
| TJX Companies (TJX) | 0.3 | $124M | 1.2M | 101.42 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.3 | $124M | +80% | 1.5M | 84.09 |
|
| Lowe's Companies (LOW) | 0.2 | $119M | +2% | 467k | 254.73 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.2 | $117M | 562k | 208.27 |
|
|
| Eaton Corp SHS (ETN) | 0.2 | $117M | -2% | 374k | 312.70 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $117M | +6% | 3.6M | 32.24 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $116M | +13% | 1.6M | 72.63 |
|
| Marathon Petroleum Corp (MPC) | 0.2 | $115M | +67% | 571k | 201.50 |
|
| Comcast Corp Cl A (CMCSA) | 0.2 | $115M | +2% | 2.6M | 43.35 |
|
| United Parcel Service CL B (UPS) | 0.2 | $114M | 768k | 148.62 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $113M | -7% | 2.2M | 50.60 |
|
| Starbucks Corporation (SBUX) | 0.2 | $113M | 1.2M | 91.39 |
|
|
| Waste Management Stock (WM) | 0.2 | $113M | +2% | 528k | 213.27 |
|
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.2 | $110M | +1282% | 2.9M | 38.47 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $106M | -5% | 1.3M | 83.58 |
|
| Texas Instruments Incorporated (TXN) | 0.2 | $105M | 601k | 174.21 |
|
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.2 | $103M | 3.2M | 31.95 |
|
|
| Take-Two Interactive Software (TTWO) | 0.2 | $102M | +22% | 685k | 148.47 |
|
| PNC Financial Services (PNC) | 0.2 | $102M | -4% | 629k | 161.57 |
|
| Ishares Russell 1000 Value Etf Etf (IWD) | 0.2 | $101M | 562k | 179.13 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $100M | +12% | 419k | 239.77 |
|
| 4068594 Enphase Energy (ENPH) | 0.2 | $99M | -11% | 818k | 120.97 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.2 | $98M | -15% | 2.0M | 50.10 |
|
| Kla Corp Com New (KLAC) | 0.2 | $97M | 139k | 698.55 |
|
|
| Duke Energy Corp Com New (DUK) | 0.2 | $96M | 991k | 96.70 |
|
|
| Jacobs Engineering Group (J) | 0.2 | $95M | +13% | 620k | 153.72 |
|
| Encana Corporation (OVV) | 0.2 | $95M | +14% | 1.8M | 51.89 |
|
| Illinois Tool Works (ITW) | 0.2 | $93M | 347k | 268.33 |
|
|
| AECOM Technology Corporation (ACM) | 0.2 | $93M | +15% | 943k | 98.07 |
|
| Leidos Holdings (LDOS) | 0.2 | $91M | +4% | 692k | 131.08 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.2 | $91M | +4% | 1.2M | 75.40 |
|
| Cisco Systems (CSCO) | 0.2 | $90M | 1.8M | 49.91 |
|
|
| Lam Research Corporation (LRCX) | 0.2 | $90M | 92k | 971.57 |
|
|
| Oracle Corporation (ORCL) | 0.2 | $89M | +4% | 710k | 125.61 |
|
| Textron (TXT) | 0.2 | $89M | +9% | 930k | 95.93 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $89M | 257k | 346.59 |
|
|
| Marsh & McLennan Companies (MMC) | 0.2 | $89M | +2% | 430k | 205.98 |
|
| Fortinet (FTNT) | 0.2 | $86M | +16% | 1.3M | 68.30 |
|
| Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 0.2 | $86M | +543% | 1.6M | 55.23 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $86M | +3% | 787k | 108.92 |
|
| Walt Disney Company (DIS) | 0.2 | $85M | -17% | 697k | 122.36 |
|
| BlackRock (BLK) | 0.2 | $82M | 99k | 833.71 |
|
|
| Bank of America Corporation (BAC) | 0.2 | $82M | +4% | 2.2M | 37.92 |
|
| Fiserv (FI) | 0.2 | $80M | +4% | 499k | 159.82 |
|
| United Rentals (URI) | 0.2 | $79M | 109k | 721.08 |
|
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.2 | $77M | -2% | 736k | 104.73 |
|
| Qualcomm (QCOM) | 0.2 | $77M | +4% | 453k | 169.30 |
|
| Vanguard Admiral Fds Midcp 400 Val (IVOV) | 0.2 | $77M | 842k | 90.80 |
|
|
| Caterpillar (CAT) | 0.2 | $76M | 208k | 366.43 |
|
|
| Bristol Myers Squibb (BMY) | 0.2 | $76M | -14% | 1.4M | 54.23 |
|
| At&t (T) | 0.2 | $76M | +6% | 4.3M | 17.60 |
|
| Vanguard Admiral Fds Midcp 400 Grth (IVOG) | 0.2 | $76M | 665k | 113.45 |
|
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.2 | $75M | +7% | 1.5M | 50.74 |
|
| Coca-Cola Company (KO) | 0.2 | $75M | +9% | 1.2M | 61.18 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $75M | 1.2M | 61.05 |
|
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.2 | $74M | +4% | 3.0M | 24.72 |
|
| Blackrock Ultra Short-term Bond Etf Etf (ICSH) | 0.1 | $72M | +5082% | 1.4M | 50.56 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $72M | 373k | 191.88 |
|
|
| Booking Holdings (BKNG) | 0.1 | $72M | -10% | 20k | 3628.22 |
|
| Ishares Tr TRS FLT RT BD (TFLO) | 0.1 | $71M | +8% | 1.4M | 50.69 |
|
| Applied Materials (AMAT) | 0.1 | $70M | 340k | 206.23 |
|
|
| Honeywell International (HON) | 0.1 | $70M | 341k | 205.25 |
|
|
| Arista Networks (ANET) | 0.1 | $70M | 241k | 289.95 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $70M | -4% | 1.4M | 49.24 |
|
| Synopsys (SNPS) | 0.1 | $69M | +2% | 120k | 571.52 |
|
| Netflix (NFLX) | 0.1 | $68M | +6% | 113k | 607.33 |
|
| Palo Alto Networks (PANW) | 0.1 | $68M | +11% | 239k | 284.11 |
|
| Ball Corporation (BALL) | 0.1 | $67M | +165% | 988k | 67.36 |
|
| Ishares Msci Emerging Markets Etf Etf (EEM) | 0.1 | $66M | +37% | 1.6M | 41.08 |
|
| Ishares 1-3 Yr Credit Bond Etf Etf (IGSB) | 0.1 | $66M | +13% | 1.3M | 51.28 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.1 | $64M | 1.5M | 43.04 |
|
|
| Deere & Company (DE) | 0.1 | $64M | -13% | 155k | 410.72 |
|
| Ishares Msci Usa Quality Factor Etf Etf (QUAL) | 0.1 | $63M | +166% | 385k | 164.35 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $62M | 398k | 155.91 |
|
|
| Ishares Tr Glb Infrastr Etf (IGF) | 0.1 | $61M | 1.3M | 47.62 |
|
|
| Kkr & Co (KKR) | 0.1 | $61M | -4% | 606k | 100.58 |
|
| General Mills (GIS) | 0.1 | $61M | +27% | 870k | 69.97 |
|
| Morgan Stanley Com New (MS) | 0.1 | $61M | 646k | 94.16 |
|
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $59M | +9% | 638k | 91.80 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $58M | +4% | 345k | 169.35 |
|
| Ishares Russell Midcap Growth Etf Etf (IWP) | 0.1 | $58M | +4% | 511k | 114.15 |
|
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.1 | $58M | +4% | 1.0M | 56.98 |
|
| Microchip Technology (MCHP) | 0.1 | $58M | +2% | 645k | 89.70 |
|
| Fastenal Company (FAST) | 0.1 | $58M | +2% | 746k | 77.14 |
|
| Paychex (PAYX) | 0.1 | $58M | 468k | 122.80 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $57M | -11% | 473k | 120.98 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.1 | $57M | +2% | 851k | 67.13 |
|
| Danaher Corporation (DHR) | 0.1 | $57M | -18% | 227k | 249.71 |
|
| Air Products & Chemicals (APD) | 0.1 | $57M | -3% | 234k | 242.27 |
|
| S & P Mid Cap 400 Dep Rcpts Mid Cap Etf (MDY) | 0.1 | $56M | 101k | 556.77 |
|
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $56M | 690k | 81.43 |
|
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.1 | $56M | 765k | 73.15 |
|
|
| Target Corporation (TGT) | 0.1 | $56M | 315k | 177.21 |
|
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.1 | $56M | +14% | 1.8M | 30.22 |
|
| Equinix (EQIX) | 0.1 | $56M | +2% | 67k | 825.20 |
|
| American Tower Corp Reit (AMT) | 0.1 | $56M | +7% | 281k | 197.62 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $55M | +3% | 792k | 70.00 |
|
| Medtronic SHS (MDT) | 0.1 | $55M | 636k | 87.15 |
|
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $55M | 1.5M | 36.19 |
|
|
| Sherwin-Williams Company (SHW) | 0.1 | $55M | 158k | 347.33 |
|
|
| Marriott Intl Cl A (MAR) | 0.1 | $54M | +178% | 213k | 252.33 |
|
| Spdr Barclays Capital Short Term Corp Bd Etf (SPSB) | 0.1 | $54M | +203% | 1.8M | 29.77 |
|
| Salesforce Stock (CRM) | 0.1 | $53M | -9% | 177k | 301.19 |
|
| Emerson Electric (EMR) | 0.1 | $53M | +162% | 469k | 113.42 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $53M | 732k | 72.34 |
|
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $52M | +15% | 516k | 100.54 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.1 | $52M | 282k | 182.69 |
|
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $51M | +4% | 877k | 58.11 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $51M | +11% | 206k | 247.43 |
|
| NetApp (NTAP) | 0.1 | $50M | +3% | 480k | 104.97 |
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.1 | $49M | +3% | 1.0M | 47.44 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $49M | 1.2M | 42.01 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $49M | 238k | 205.72 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $49M | -3% | 397k | 123.14 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $49M | 186k | 260.72 |
|
|
| International Business Machines (IBM) | 0.1 | $49M | +3% | 254k | 190.96 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $48M | 607k | 79.76 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $48M | +5% | 116k | 418.00 |
|
| Albemarle Corporation (ALB) | 0.1 | $48M | +112% | 366k | 131.70 |
|
| Zoetis Cl A (ZTS) | 0.1 | $48M | +6% | 283k | 169.20 |
|
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.1 | $48M | +486% | 471k | 101.50 |
|
| Vulcan Materials Company (VMC) | 0.1 | $48M | 174k | 272.92 |
|
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.1 | $47M | -2% | 153k | 304.71 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $45M | -6% | 257k | 175.27 |
|
| Wells Fargo & Company (WFC) | 0.1 | $45M | 777k | 57.96 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $45M | 86k | 524.34 |
|
|
| Cummins (CMI) | 0.1 | $44M | +4% | 151k | 294.65 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $44M | +3% | 570k | 77.31 |
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.1 | $44M | +7% | 738k | 59.62 |
|
| SYSCO Corporation (SYY) | 0.1 | $44M | 542k | 81.18 |
|
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.1 | $44M | +4% | 759k | 57.54 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.1 | $43M | -2% | 1.1M | 39.81 |
|
| Anthem (ELV) | 0.1 | $42M | 82k | 518.55 |
|
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.1 | $42M | +45% | 1.0M | 41.56 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.1 | $42M | +157% | 724k | 57.57 |
|
| Intel Corporation (INTC) | 0.1 | $42M | +2% | 942k | 44.17 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $41M | 371k | 110.50 |
|
|
| Kinder Morgan (KMI) | 0.1 | $41M | +2% | 2.2M | 18.34 |
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $40M | +5% | 314k | 128.40 |
|
| Verizon Communications Stock (VZ) | 0.1 | $40M | +2% | 954k | 41.96 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $39M | 297k | 131.37 |
|
|
| Lockheed Martin Corporation (LMT) | 0.1 | $39M | 85k | 454.87 |
|
|
| Automatic Data Processing (ADP) | 0.1 | $38M | 154k | 249.74 |
|
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $37M | 644k | 58.07 |
|
|
| Pfizer (PFE) | 0.1 | $37M | 1.3M | 27.75 |
|
|
| First Commonwealth Financial (FCF) | 0.1 | $37M | 2.7M | 13.92 |
|
|
| Ishares Msci Eafe Growth Index Etf Etf (EFG) | 0.1 | $37M | +8% | 358k | 103.79 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $37M | 252k | 147.73 |
|
|
| Ge Aerospace Stock (GE) | 0.1 | $36M | +10% | 207k | 175.60 |
|
| Ishares Tr Us Infrastruc (IFRA) | 0.1 | $36M | +5% | 833k | 43.36 |
|
| Boeing Company (BA) | 0.1 | $36M | -4% | 186k | 192.99 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $36M | +9% | 348k | 102.28 |
|
| Gilead Sciences (GILD) | 0.1 | $35M | +183% | 483k | 73.25 |
|
| Ishares Tr Cr 5 10 Yr Etf (IMTB) | 0.1 | $35M | 822k | 42.90 |
|
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $35M | -3% | 279k | 125.33 |
|
| Corning Incorporated (GLW) | 0.1 | $35M | +4% | 1.1M | 32.96 |
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.1 | $35M | +24% | 1.6M | 21.15 |
|
| McKesson Corporation (MCK) | 0.1 | $34M | +4% | 64k | 536.84 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $34M | +2% | 352k | 97.53 |
|
| Andersons (ANDE) | 0.1 | $34M | 597k | 57.37 |
|
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.1 | $34M | +18% | 926k | 36.54 |
|
| Progressive Corporation (PGR) | 0.1 | $34M | +10% | 163k | 206.82 |
|
| AutoZone (AZO) | 0.1 | $34M | +39% | 11k | 3151.38 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $33M | -5% | 300k | 110.20 |
|
| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.1 | $32M | +4% | 1.2M | 26.75 |
|
| Everest Re Group (EG) | 0.1 | $32M | +13% | 81k | 397.46 |
|
| Intuit (INTU) | 0.1 | $32M | +3% | 49k | 650.00 |
|
| ConocoPhillips (COP) | 0.1 | $31M | 245k | 127.28 |
|
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $31M | +2% | 130k | 235.79 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $31M | +6% | 1.2M | 25.25 |
|
| FedEx Corporation (FDX) | 0.1 | $31M | -17% | 105k | 289.74 |
|
Past Filings by Mariner
SEC 13F filings are viewable for Mariner going back to 2010
- Mariner 2024 Q1 filed May 15, 2024
- Mariner 2023 Q4 filed Feb. 14, 2024
- Mariner 2023 Q3 filed Nov. 13, 2023
- Mariner 2023 Q2 filed Aug. 11, 2023
- Mariner 2023 Q1 filed May 15, 2023
- Mariner 2022 Q4 filed Feb. 14, 2023
- Mariner 2022 Q3 filed Nov. 10, 2022
- Mariner 2022 Q2 filed Aug. 15, 2022
- Mariner 2022 Q1 filed May 13, 2022
- Mariner 2021 Q4 filed Feb. 14, 2022
- Mariner 2021 Q3 filed Nov. 15, 2021
- Mariner 2021 Q2 filed Aug. 24, 2021
- Mariner 2021 Q1 filed May 7, 2021
- Mariner 2020 Q4 filed Feb. 16, 2021
- Mariner 2020 Q3 filed Nov. 13, 2020
- Mariner 2020 Q2 filed Aug. 14, 2020