Mariner Wealth Advisors
Latest statistics and disclosures from Mariner's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, IVV, MSFT, VEA, IJH, and represent 17.10% of Mariner's stock portfolio.
- Added to shares of these 10 stocks: IEF (+$167M), AMD (+$121M), MSFT (+$90M), IVV (+$73M), LQD (+$72M), VEA (+$68M), JAAA (+$63M), JPM (+$49M), IUSB (+$42M), NVDA (+$36M).
- Started 358 new stock positions in CDE, WTAI, FTRE, IBDX, CDC, SAFT, EZM, SMPL, BASE, Hartford Fds Exchange Traded.
- Reduced shares in these 10 stocks: SHV (-$170M), IEI (-$145M), SLQD (-$138M), DHR (-$84M), TSLA (-$72M), F (-$41M), FITB (-$31M), Ishares Tr ibnd dec23 etf (-$26M), EFA (-$23M), BAC (-$23M).
- Sold out of its positions in Abcam Plc Ads, ACCO, Amtd Idea Group Sponsored, AAN, Activision Blizzard, Aegon, BIRD, ALSN, AMRC, AMPY.
- Mariner was a net buyer of stock by $1.2B.
- Mariner has $42B in assets under management (AUM), dropping by 13.09%.
- Central Index Key (CIK): 0001373442
Tip: Access up to 7 years of quarterly data
Positions held by Mariner Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelPortfolio Holdings for Mariner
Mariner holds 3042 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Mariner has 3042 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Mariner Dec. 31, 2023 positions
- Download the Mariner December 2023 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Apple (AAPL) | 5.4 | $2.3B | 12M | 192.53 |
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Ishares Tr Core S&p500 Etf (IVV) | 4.4 | $1.9B | +4% | 3.9M | 477.63 |
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Microsoft Corporation (MSFT) | 3.1 | $1.3B | +7% | 3.5M | 376.04 |
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.7 | $1.2B | +6% | 24M | 47.90 |
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Ishares Tr Core S&p Mcp Etf (IJH) | 1.5 | $624M | +3% | 2.3M | 277.15 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.5 | $612M | +3% | 1.3M | 475.31 |
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Amazon (AMZN) | 1.4 | $573M | +4% | 3.8M | 151.94 |
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NVIDIA Corporation (NVDA) | 1.3 | $569M | +6% | 1.1M | 495.22 |
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Ishares Tr Core Msci Eafe (IEFA) | 1.2 | $517M | +4% | 7.4M | 70.35 |
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Tesla Motors (TSLA) | 1.2 | $511M | -12% | 2.1M | 248.48 |
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Vanguard Index Fds Value Etf (VTV) | 1.2 | $496M | 3.3M | 149.50 |
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Ishares Tr Core Us Aggbd Et (AGG) | 1.2 | $489M | +3% | 4.9M | 99.25 |
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Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $468M | +6% | 3.4M | 139.69 |
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Vanguard Index Fds Growth Etf (VUG) | 1.0 | $432M | +4% | 1.4M | 310.88 |
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.0 | $414M | +2% | 10M | 41.10 |
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JPMorgan Chase & Co. (JPM) | 0.9 | $379M | +14% | 2.2M | 170.10 |
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Broadcom (AVGO) | 0.9 | $378M | +3% | 338k | 1116.25 |
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Vanguard Index Fds Total Stk Mkt (VTI) | 0.8 | $356M | +4% | 1.5M | 237.22 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $349M | +5% | 979k | 356.66 |
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Procter & Gamble Company (PG) | 0.8 | $346M | +2% | 2.4M | 146.54 |
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Apollo Global Mgmt (APO) | 0.8 | $340M | 3.7M | 93.19 |
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Eli Lilly & Co. (LLY) | 0.8 | $322M | +4% | 552k | 582.92 |
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.7 | $305M | 3.7M | 82.96 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $284M | +4% | 693k | 409.52 |
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Ishares Tr S&p 500 Grwt Etf (IVW) | 0.7 | $282M | -2% | 3.8M | 75.10 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.6 | $271M | +6% | 620k | 436.80 |
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Home Depot (HD) | 0.6 | $270M | +4% | 780k | 346.55 |
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UnitedHealth (UNH) | 0.6 | $255M | +3% | 484k | 526.47 |
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Vanguard Index Fds Mid Cap Etf (VO) | 0.6 | $247M | +9% | 1.1M | 232.64 |
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Ishares Tr Msci Eafe Etf (EFA) | 0.6 | $236M | -8% | 3.1M | 75.35 |
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Costco Wholesale Corporation (COST) | 0.6 | $234M | 354k | 660.08 |
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Ishares Core Msci Emkt (IEMG) | 0.6 | $234M | +17% | 4.6M | 50.58 |
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Vanguard Index Fds Small Cp Etf (VB) | 0.5 | $230M | +9% | 1.1M | 213.33 |
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Johnson & Johnson (JNJ) | 0.5 | $228M | -2% | 1.5M | 156.74 |
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Amgen (AMGN) | 0.5 | $226M | +6% | 783k | 288.02 |
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Chevron Corporation (CVX) | 0.5 | $225M | +17% | 1.5M | 149.16 |
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Vanguard Specialized Funds Div App Etf (VIG) | 0.5 | $224M | 1.3M | 170.40 |
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Ishares Tr Core S&p Scp Etf (IJR) | 0.5 | $214M | +5% | 2.0M | 108.25 |
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Ishares Tr Core Total Usd (IUSB) | 0.5 | $213M | +24% | 4.6M | 46.07 |
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Visa Com Cl A (V) | 0.5 | $210M | 808k | 260.35 |
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.5 | $205M | 3.6M | 56.40 |
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Mastercard Incorporated Cl A (MA) | 0.5 | $204M | +6% | 478k | 426.51 |
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Adobe Systems Incorporated (ADBE) | 0.5 | $199M | +8% | 333k | 596.60 |
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Servicenow (NOW) | 0.5 | $195M | +8% | 277k | 706.49 |
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McDonald's Corporation (MCD) | 0.5 | $192M | +2% | 646k | 296.51 |
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Ishares Tr S&p 500 Val Etf (IVE) | 0.5 | $191M | 1.1M | 173.89 |
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Alphabet Cap Stk Cl C (GOOG) | 0.4 | $185M | +2% | 1.3M | 140.93 |
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Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.4 | $178M | 4.8M | 36.96 |
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Vanguard Index Fds Real Estate Etf (VNQ) | 0.4 | $177M | +2% | 2.0M | 88.36 |
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.4 | $174M | +2% | 2.5M | 70.10 |
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Merck & Co (MRK) | 0.4 | $173M | 1.6M | 109.02 |
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Advanced Micro Devices (AMD) | 0.4 | $172M | +236% | 1.2M | 147.41 |
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Wal-Mart Stores (WMT) | 0.4 | $171M | +5% | 1.1M | 157.65 |
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Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.4 | $169M | +8532% | 1.8M | 96.39 |
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Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $169M | +3% | 558k | 303.17 |
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Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.4 | $159M | -4% | 2.1M | 76.13 |
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Thermo Fisher Scientific (TMO) | 0.4 | $156M | -4% | 294k | 530.79 |
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Nextera Energy (NEE) | 0.4 | $155M | +13% | 2.5M | 60.74 |
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Abbvie (ABBV) | 0.4 | $153M | +4% | 990k | 154.97 |
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Pepsi (PEP) | 0.4 | $153M | 898k | 169.84 |
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Meta Platforms Cl A (META) | 0.4 | $150M | +8% | 423k | 353.94 |
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Ishares Tr National Mun Etf (MUB) | 0.4 | $150M | -2% | 1.4M | 108.41 |
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Nike CL B (NKE) | 0.4 | $149M | +6% | 1.4M | 108.57 |
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Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $147M | -4% | 732k | 200.71 |
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Metropcs Communications (TMUS) | 0.3 | $142M | +8% | 883k | 160.33 |
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Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.3 | $138M | +15% | 2.5M | 55.90 |
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Abbott Laboratories (ABT) | 0.3 | $135M | +5% | 1.2M | 110.07 |
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Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $134M | 509k | 262.27 |
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Ishares Tr Core Msci Total (IXUS) | 0.3 | $133M | 2.0M | 64.93 |
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Exxon Mobil Corporation (XOM) | 0.3 | $131M | +6% | 1.3M | 99.98 |
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Prudential Financial (PRU) | 0.3 | $128M | +4% | 1.2M | 103.71 |
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Stryker Corporation (SYK) | 0.3 | $125M | +2% | 419k | 299.46 |
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.3 | $123M | -7% | 2.4M | 51.05 |
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Ishares Tr Core Div Grwth (DGRO) | 0.3 | $123M | +6% | 2.3M | 53.82 |
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4068594 Enphase Energy (ENPH) | 0.3 | $122M | +22% | 921k | 132.14 |
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United Parcel Service CL B (UPS) | 0.3 | $119M | -11% | 755k | 157.23 |
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Starbucks Corporation (SBUX) | 0.3 | $118M | +2% | 1.2M | 96.01 |
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TJX Companies (TJX) | 0.3 | $117M | +13% | 1.2M | 93.81 |
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Union Pacific Corporation (UNP) | 0.3 | $116M | +7% | 471k | 245.62 |
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Comcast Corp Cl A (CMCSA) | 0.3 | $113M | +20% | 2.6M | 43.85 |
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Ishares Tr Core S&p Ttl Stk (ITOT) | 0.3 | $110M | -10% | 1.0M | 105.23 |
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.3 | $108M | +3% | 2.3M | 46.63 |
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Select Sector Spdr Tr Technology (XLK) | 0.3 | $108M | +2% | 559k | 192.48 |
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Ishares Tr Pfd And Incm Sec (PFF) | 0.3 | $106M | +9% | 3.4M | 31.19 |
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Nasdaq Omx (NDAQ) | 0.3 | $106M | +11% | 1.8M | 58.14 |
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Phillips 66 (PSX) | 0.2 | $105M | +8% | 786k | 133.14 |
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Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $104M | -4% | 1.3M | 78.03 |
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $103M | +7% | 1.4M | 73.55 |
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PNC Financial Services (PNC) | 0.2 | $102M | +8% | 658k | 154.85 |
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Lowe's Companies (LOW) | 0.2 | $102M | 457k | 222.55 |
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Texas Instruments Incorporated (TXN) | 0.2 | $101M | -3% | 593k | 170.46 |
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Duke Energy Corp Com New (DUK) | 0.2 | $96M | 985k | 97.04 |
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Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.2 | $94M | 3.2M | 29.23 |
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Eaton Corp SHS (ETN) | 0.2 | $92M | +2% | 382k | 240.82 |
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Waste Management (WM) | 0.2 | $92M | 514k | 179.10 |
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Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $92M | -3% | 553k | 165.25 |
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Cisco Systems (CSCO) | 0.2 | $90M | 1.8M | 50.52 |
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Take-Two Interactive Software (TTWO) | 0.2 | $90M | +12% | 558k | 160.95 |
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Illinois Tool Works (ITW) | 0.2 | $89M | +9% | 342k | 261.94 |
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Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $89M | +4% | 253k | 350.91 |
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Vanguard Bd Index Fds Intermed Term (BIV) | 0.2 | $88M | +12% | 1.1M | 76.38 |
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Bristol Myers Squibb (BMY) | 0.2 | $84M | -2% | 1.6M | 51.31 |
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Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $84M | +585% | 756k | 110.66 |
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Kla Corp Com New (KLAC) | 0.2 | $82M | -14% | 141k | 581.30 |
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Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $81M | 372k | 218.15 |
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Marsh & McLennan Companies (MMC) | 0.2 | $79M | +2% | 418k | 189.47 |
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Ishares Tr Shrt Nat Mun Etf (SUB) | 0.2 | $79M | 752k | 105.43 |
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BlackRock (BLK) | 0.2 | $79M | +3% | 97k | 811.80 |
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Booking Holdings (BKNG) | 0.2 | $79M | +9% | 22k | 3547.30 |
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Walt Disney Company (DIS) | 0.2 | $76M | -8% | 846k | 90.29 |
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AECOM Technology Corporation (ACM) | 0.2 | $75M | +10% | 815k | 92.43 |
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Vanguard Admiral Fds Midcp 400 Val (IVOV) | 0.2 | $74M | 848k | 87.18 |
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Lam Research Corporation (LRCX) | 0.2 | $73M | +6% | 93k | 783.26 |
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Honeywell International (HON) | 0.2 | $73M | 347k | 209.71 |
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Leidos Holdings (LDOS) | 0.2 | $72M | +10% | 666k | 108.24 |
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Oracle Corporation (ORCL) | 0.2 | $72M | +7% | 681k | 105.43 |
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Deere & Company (DE) | 0.2 | $72M | +7% | 179k | 399.87 |
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Berry Plastics (BERY) | 0.2 | $71M | +11% | 1.1M | 67.39 |
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Jacobs Engineering Group (J) | 0.2 | $71M | +13% | 546k | 129.80 |
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $70M | 1.5M | 47.24 |
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Encana Corporation (OVV) | 0.2 | $70M | +8% | 1.6M | 43.92 |
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Bank of America Corporation (BAC) | 0.2 | $70M | -24% | 2.1M | 33.67 |
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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.2 | $69M | +1023% | 1.4M | 50.30 |
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $69M | 1.2M | 55.67 |
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.2 | $69M | -4% | 2.9M | 24.11 |
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Textron (TXT) | 0.2 | $69M | +12% | 852k | 80.42 |
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At&t (T) | 0.2 | $67M | +7% | 4.0M | 16.78 |
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Air Products & Chemicals (APD) | 0.2 | $67M | 243k | 273.80 |
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Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $66M | -2% | 368k | 179.97 |
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Coca-Cola Company (KO) | 0.2 | $66M | 1.1M | 58.93 |
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Vanguard Admiral Fds Midcp 400 Grth (IVOG) | 0.2 | $65M | 662k | 98.23 |
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Ishares Tr TRS FLT RT BD (TFLO) | 0.2 | $65M | +10% | 1.3M | 50.47 |
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Danaher Corporation (DHR) | 0.2 | $64M | -56% | 278k | 231.34 |
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Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.2 | $63M | +3% | 1.5M | 42.18 |
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Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $63M | 813k | 77.73 |
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Fortinet (FTNT) | 0.1 | $63M | +13% | 1.1M | 58.53 |
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Fiserv (FI) | 0.1 | $63M | +34% | 476k | 132.84 |
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Palo Alto Networks (PANW) | 0.1 | $63M | +14% | 214k | 294.88 |
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Qualcomm (QCOM) | 0.1 | $63M | +2% | 433k | 144.63 |
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United Rentals (URI) | 0.1 | $62M | +3% | 108k | 573.42 |
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Caterpillar (CAT) | 0.1 | $62M | +7% | 209k | 295.67 |
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Ishares Tr Glb Infrastr Etf (IGF) | 0.1 | $61M | 1.3M | 47.05 |
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Synopsys (SNPS) | 0.1 | $60M | +9% | 117k | 514.91 |
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Morgan Stanley Com New (MS) | 0.1 | $60M | 647k | 93.25 |
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Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $59M | 532k | 111.63 |
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Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $58M | +8% | 1.1M | 51.27 |
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Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $57M | 394k | 145.01 |
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Microchip Technology (MCHP) | 0.1 | $57M | 627k | 90.18 |
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American Tower Reit (AMT) | 0.1 | $56M | -5% | 261k | 215.88 |
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $56M | -2% | 1.6M | 34.01 |
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Arista Networks (ANET) | 0.1 | $56M | 237k | 235.51 |
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Mondelez Intl Cl A (MDLZ) | 0.1 | $56M | 767k | 72.43 |
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Paychex (PAYX) | 0.1 | $56M | -2% | 466k | 119.11 |
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Applied Materials (AMAT) | 0.1 | $54M | 333k | 162.07 |
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $53M | +3% | 1.5M | 35.41 |
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $53M | -28% | 582k | 91.39 |
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Equinix (EQIX) | 0.1 | $53M | +2% | 66k | 805.41 |
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Ishares Tr Core Msci Intl (IDEV) | 0.1 | $53M | +5% | 833k | 63.66 |
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Zoetis Cl A (ZTS) | 0.1 | $53M | +4% | 267k | 197.37 |
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Kkr & Co (KKR) | 0.1 | $53M | -8% | 634k | 82.85 |
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Medtronic SHS (MDT) | 0.1 | $52M | -8% | 635k | 82.38 |
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $52M | +18% | 331k | 157.80 |
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Netflix (NFLX) | 0.1 | $52M | +3% | 106k | 486.88 |
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Charles Schwab Corporation (SCHW) | 0.1 | $51M | +7% | 747k | 68.81 |
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salesforce (CRM) | 0.1 | $51M | 195k | 263.14 |
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Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $51M | 489k | 104.46 |
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $51M | 679k | 75.32 |
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $51M | +4% | 101k | 507.38 |
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Boeing Company (BA) | 0.1 | $51M | 194k | 260.66 |
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Marathon Petroleum Corp (MPC) | 0.1 | $51M | +9% | 341k | 148.36 |
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Dimensional Etf Trust Us Equity Etf (DFUS) | 0.1 | $51M | -3% | 975k | 51.83 |
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.1 | $50M | 770k | 65.06 |
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Sherwin-Williams Company (SHW) | 0.1 | $49M | 156k | 311.90 |
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Ishares Tr Select Divid Etf (DVY) | 0.1 | $48M | +2% | 413k | 117.22 |
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.1 | $48M | -9% | 286k | 168.54 |
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Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.1 | $48M | +2% | 1.0M | 47.56 |
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CVS Caremark Corporation (CVS) | 0.1 | $48M | -3% | 606k | 78.96 |
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Fastenal Company (FAST) | 0.1 | $47M | 726k | 64.77 |
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Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $47M | 1.2M | 40.21 |
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Spdr Gold Tr Gold Shs (GLD) | 0.1 | $46M | 243k | 191.17 |
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.1 | $46M | 1.6M | 28.64 |
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Intel Corporation (INTC) | 0.1 | $46M | 917k | 50.25 |
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Ishares Gold Tr Ishares New (IAU) | 0.1 | $46M | +12% | 1.2M | 39.03 |
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Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $45M | 188k | 241.77 |
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Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $45M | -19% | 274k | 164.42 |
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Target Corporation (TGT) | 0.1 | $45M | -6% | 314k | 142.42 |
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General Mills (GIS) | 0.1 | $45M | +9% | 685k | 65.14 |
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $45M | +38% | 446k | 99.79 |
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Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $44M | +12% | 109k | 406.89 |
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Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $43M | +47% | 836k | 51.99 |
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $43M | -3% | 552k | 77.37 |
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Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.1 | $42M | +81% | 156k | 270.79 |
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Ishares Tr Calif Mun Bd Etf (CMF) | 0.1 | $42M | 728k | 57.94 |
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First Commonwealth Financial (FCF) | 0.1 | $42M | 2.7M | 15.44 |
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Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $42M | +6% | 86k | 484.00 |
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Ishares Tr S&p 100 Etf (OEF) | 0.1 | $41M | +16% | 185k | 223.39 |
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NetApp (NTAP) | 0.1 | $41M | -2% | 464k | 88.16 |
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First Tr Exchange-traded First Tr Enh New (FTSM) | 0.1 | $41M | -15% | 684k | 59.66 |
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International Business Machines (IBM) | 0.1 | $40M | +3% | 246k | 163.55 |
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SYSCO Corporation (SYY) | 0.1 | $40M | -2% | 546k | 73.13 |
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Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.1 | $40M | 228k | 175.22 |
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Vulcan Materials Company (VMC) | 0.1 | $39M | 174k | 227.01 |
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Anthem (ELV) | 0.1 | $39M | -2% | 82k | 471.55 |
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Lockheed Martin Corporation (LMT) | 0.1 | $38M | +2% | 85k | 453.24 |
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Blackstone Group Inc Com Cl A (BX) | 0.1 | $38M | +9% | 292k | 130.92 |
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Kinder Morgan (KMI) | 0.1 | $38M | 2.2M | 17.64 |
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Global X Fds Us Infr Dev Etf (PAVE) | 0.1 | $38M | -3% | 1.1M | 34.46 |
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Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $38M | +5% | 655k | 58.33 |
|
Pfizer (PFE) | 0.1 | $38M | -10% | 1.3M | 28.79 |
|
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $38M | +9% | 369k | 102.88 |
|
Wells Fargo & Company (WFC) | 0.1 | $38M | +5% | 765k | 49.22 |
|
Vanguard World Fds Health Car Etf (VHT) | 0.1 | $36M | -11% | 143k | 250.70 |
|
Automatic Data Processing (ADP) | 0.1 | $35M | +12% | 151k | 232.97 |
|
Verizon Communications (VZ) | 0.1 | $35M | -8% | 935k | 37.70 |
|
Ishares Tr Cr 5 10 Yr Etf (IMTB) | 0.1 | $35M | -19% | 810k | 43.49 |
|
Cummins (CMI) | 0.1 | $35M | 145k | 239.57 |
|
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Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $34M | +6% | 252k | 136.38 |
|
Andersons (ANDE) | 0.1 | $34M | 597k | 57.54 |
|
|
Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $34M | 288k | 116.29 |
|
|
Ishares Tr Core High Dv Etf (HDV) | 0.1 | $32M | -11% | 318k | 101.99 |
|
FedEx Corporation (FDX) | 0.1 | $32M | +24% | 128k | 252.97 |
|
Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $32M | +13% | 331k | 96.85 |
|
Ishares Tr Us Infrastruc (IFRA) | 0.1 | $32M | +17% | 793k | 40.27 |
|
Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $31M | +24% | 199k | 155.33 |
|
Corning Incorporated (GLW) | 0.1 | $31M | 1.0M | 30.45 |
|
|
Novo-nordisk A S Adr (NVO) | 0.1 | $31M | +5% | 297k | 103.45 |
|
Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $30M | 318k | 95.08 |
|
|
Snowflake Cl A (SNOW) | 0.1 | $30M | +4% | 149k | 199.00 |
|
3M Company (MMM) | 0.1 | $30M | -13% | 270k | 109.32 |
|
Dimensional Etf Trust Intl Core Equity (DFIC) | 0.1 | $29M | +4% | 1.2M | 25.53 |
|
Intuit (INTU) | 0.1 | $29M | +4% | 47k | 625.04 |
|
Johnson Ctls Intl SHS (JCI) | 0.1 | $29M | -7% | 508k | 57.64 |
|
Raytheon Technologies Corp (RTX) | 0.1 | $29M | 342k | 84.14 |
|
|
McKesson Corporation (MCK) | 0.1 | $28M | +2% | 61k | 462.97 |
|
ConocoPhillips (COP) | 0.1 | $28M | +11% | 244k | 116.07 |
|
Ark Etf Tr Innovation Etf (ARKK) | 0.1 | $28M | -11% | 539k | 52.37 |
|
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $28M | 1.1M | 24.79 |
|
|
Philip Morris International (PM) | 0.1 | $28M | -2% | 298k | 94.08 |
|
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.1 | $28M | -6% | 1.3M | 21.18 |
|
Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $28M | -8% | 223k | 124.97 |
|
Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $28M | +26% | 127k | 219.57 |
|
Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.1 | $27M | -9% | 646k | 42.22 |
|
Baker Hughes Company Cl A (BKR) | 0.1 | $27M | 777k | 34.18 |
|
|
Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $27M | -6% | 326k | 81.28 |
|
Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $26M | -2% | 255k | 103.07 |
|
Ishares Tr Eafe Value Etf (EFV) | 0.1 | $26M | 500k | 52.10 |
|
|
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.1 | $26M | +10% | 780k | 33.25 |
|
Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $26M | +402% | 261k | 98.88 |
|
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.1 | $26M | -7% | 643k | 40.06 |
|
S&p Global (SPGI) | 0.1 | $26M | +10% | 58k | 440.52 |
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Past Filings by Mariner
SEC 13F filings are viewable for Mariner going back to 2010
- 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
- Mariner 2020 Q1 filed May 14, 2020