Mariner Wealth Advisors
Latest statistics and disclosures from Mariner Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IAU, MWE, VNQ, PG, AN. These five stock positions account for 18.62% of Mariner Wealth Advisors's total stock portfolio.
- Added to shares of MWE (+$17.59M), AN (+$11.22M), UPS (+$10.40M), DEM (+$6.11M), SPY (+$5.34M), IAU, XOM, GE, EFA, WMB.
- Started new stock positions in NIO, JRS, UPS, CMCSA, FDX, AEP, JDD, DEM, SONC, ARLP, JQC, NUV, JPS, CHI, NXZ, JPC, PCC, NEM, EMR, APC, TMO, HP, RDS.B, SCHW, ETE, GLW, PKD, SRE, OKE, BIIB, TNH, BOKF, CTSH, RDS.A, OSK, PCH, LVS, FCX, NPP, BKT, ACWI, WMB, DNP, EMC, RQI, BTU, K, EWJ, HIS, MTK, ACG, UNT, TJX, PFL, AN, PRGO, DOW, HON, IJK, JTP, GML, PCLN, HNZ.
- Reduced shares in these stocks: Pimco Total Return Etf totl (-$7.63M), BRK.B (-$6.68M), JNK, SPH, SCHG, SHY, BSV, NLY, AXP, RAI.
- Sold out of its positions in AXP, ABC, BK, Chunghwa Telecom Co Ltd -, EXG, HBAN, RAI, SYNM, SYY, BSV, WPPGY, Accenture.
- As of March 31, 2013, Mariner Wealth Advisors has $480.81M in assets under management (AUM). Assets under management grew from a total value of $308.19M to $480.81M.
- Independent of market fluctuations, Mariner Wealth Advisors was a net buyer by $147.52M worth of stocks in the most recent quarter.
Mariner Wealth Advisors portfolio companies for quarter ending March 2013
| Ticker | Name | Portfolio Weight | Change | Share Count | Price | Last Trade |
|---|---|---|---|---|---|---|
| IAU | iShares Gold Trust | 5.17 | +23.00% | 1602270 | 15.52 | 13.45 |
| MWE | MarkWest Energy Partners | 4.97 | +279.00% | 393042 | 60.75 | 69.40 |
| VNQ | Vanguard REIT ETF | 3.25 | +10.00% | 221538 | 70.53 | 74.31 |
| PG | Procter & Gamble Company | 2.90 | +15.00% | 181062 | 77.06 | 81.75 |
| AN | AutoNation | 2.33 | NEW | 256549 | 43.75 | 46.28 |
| IVV | iShares S&P; 500 Index | 2.17 | +27.00% | 66197 | 157.36 | 166.15 |
| UPS | United Parcel Service | 2.16 | NEW | 121026 | 85.90 | 86.77 |
| JNJ | Johnson & Johnson | 2.01 | +16.00% | 118593 | 81.53 | 86.82 |
| AAPL | Apple | 1.96 | +25.00% | 21241 | 442.68 | 445.15 |
| SPH | Suburban Propane Partners | 1.86 | -15.00% | 200556 | 44.50 | 47.95 |
| XOM | Exxon Mobil Corporation | 1.68 | +132.00% | 89472 | 90.11 | 91.44 |
| HRL | Hormel Foods Corporation | 1.60 | +8.00% | 186006 | 41.32 | 41.53 |
| EFA | iShares MSCI EAFE Index Fund | 1.52 | +76.00% | 124168 | 58.98 | 61.45 |
| COP | ConocoPhillips | 1.46 | +22.00% | 116735 | 60.10 | 62.53 |
| SPY | SPDR S&P; 500 ETF | 1.44 | +333.00% | 44333 | 156.68 | 164.51 |
| Pimco Total Return Etf totl | 1.44 | -52.00% | 62935 | 109.78 | 0.00 | |
| BRK.B | Berkshire Hathaway | 1.37 | -50.00% | 63058 | 104.21 | 0.00 |
| DEM | WisdomTree Emerging Markets Eq | 1.27 | NEW | 110990 | 55.06 | 55.06 |
| IJH | iShares S&P; MidCap 400 Index | 1.21 | +105.00% | 50694 | 115.06 | 118.74 |
| T | AT&T; | 1.20 | +37.00% | 157878 | 36.69 | 36.62 |
| IWR | iShares Russell Midcap Index Fund | 1.19 | +38.00% | 45114 | 127.30 | 132.85 |
| VHT | Vanguard Health Care ETF | 1.10 | 63747 | 82.92 | 88.16 | |
| GE | General Electric Company | 1.07 | +323.00% | 222848 | 23.12 | 23.53 |
| EEM | iShares MSCI Emerging Markets Indx | 1.03 | +80.00% | 116071 | 42.77 | 42.27 |
| DBC | PowerShares DB Com Indx Trckng Fund | 0.99 | +8.00% | 174228 | 27.31 | 26.10 |
| IWD | iShares Russell 1000 Value Index | 0.96 | +62.00% | 56905 | 81.17 | 85.33 |
| DVY | iShares Dow Jones Select Dividend | 0.86 | +159.00% | 64907 | 63.40 | 65.89 |
| Jp Morgan Alerian Mlp Index | 0.86 | +15.00% | 90430 | 45.48 | 0.00 | |
| PFE | Pfizer | 0.84 | +20.00% | 140675 | 28.86 | 28.98 |
| BWX | SPDR Barclays Capital Intl Tresy Bd ETF | 0.84 | +20.00% | 69047 | 58.50 | 57.63 |
| MSFT | Microsoft Corporation | 0.82 | +3.00% | 138022 | 28.60 | 34.16 |
| IWM | iShares Russell 2000 Index | 0.82 | +22.00% | 41979 | 94.43 | 97.88 |
| KSU | Kansas City Southern | 0.81 | +3.00% | 35243 | 110.89 | 111.37 |
| VIG | Vanguard Dividend Appreciation ETF | 0.79 | -3.00% | 57550 | 65.70 | 68.56 |
| WPZ | Williams Partners | 0.75 | +212.00% | 69402 | 51.80 | 52.00 |
| JPM | JPMorgan Chase & Co. | 0.74 | +18.00% | 75107 | 47.47 | 53.66 |
| TIP | iShares Barclays TIPS Bond Fund | 0.74 | +23.00% | 29495 | 121.27 | 118.31 |
| Schwab Strategic Tr cmn | 0.71 | 96037 | 35.48 | 0.00 | ||
| WFC | Wells Fargo & Company | 0.70 | +55.00% | 91181 | 36.99 | 39.99 |
| MCD | McDonald's Corporation | 0.67 | +44.00% | 32105 | 99.70 | 100.14 |
| KO | Coca-Cola Company | 0.66 | +19.00% | 79003 | 40.44 | 42.24 |
| WMB | Williams Companies | 0.64 | NEW | 81854 | 37.46 | 36.70 |
| IBM | International Business Machines | 0.62 | +62.00% | 14014 | 213.29 | 205.72 |
| NRGY | Inergy | 0.62 | 145975 | 20.43 | 24.44 | |
| DE | Deere & Company | 0.60 | +88.00% | 33585 | 85.99 | 86.29 |
| LQD | iShares IBoxx $ Invest Grade Corp Bd Fd | 0.60 | +29.00% | 24048 | 119.89 | 119.69 |
| CVX | Chevron Corporation | 0.58 | +342.00% | 23616 | 118.82 | 125.45 |
| VWO | Vanguard Emerging Markets ETF | 0.57 | +3.00% | 63732 | 42.90 | 42.69 |
| LLY | Eli Lilly & Co. | 0.56 | +12.00% | 47208 | 56.79 | 54.01 |
| AGG | iShares Lehman Aggregate Bond | 0.56 | +29.00% | 24501 | 110.73 | 109.88 |
| XLU | Utilities SPDR | 0.56 | +10.00% | 68974 | 39.10 | 38.87 |
| WM | Waste Management | 0.54 | +11.00% | 66592 | 39.21 | 42.28 |
| ABT | Abbott Laboratories | 0.54 | +55.00% | 73505 | 35.32 | 37.76 |
| CERN | Cerner Corporation | 0.52 | +2.00% | 26226 | 94.75 | 96.09 |
| ETP | Energy Transfer Partners | 0.52 | +47.00% | 48878 | 50.70 | 51.46 |
| MMP | Magellan Midstream Partners | 0.51 | +36.00% | 45535 | 53.43 | 53.70 |
| Schwab Strategic Tr us lrg cap etf | 0.51 | NEW | 65653 | 37.35 | 0.00 | |
| GDX | Market Vectors Gold Miners ETF | 0.50 | +36.00% | 64070 | 37.85 | 27.50 |
| AAXJ | iShares MSCI Cntry Asa Jpn Idx Fnd | 0.50 | +286.00% | 40361 | 59.09 | 59.19 |
| DVN | Devon Energy Corporation | 0.47 | 39874 | 56.43 | 57.84 | |
| CSJ | iShares Barclays 1-3 Year Cred Bd Fd ETF | 0.47 | +17.00% | 21438 | 105.56 | 105.49 |
| TYG | Tortoise Energy Infrastructure | 0.45 | -4.00% | 43714 | 49.39 | 46.10 |
| Oge Energy | 0.44 | +266.00% | 30356 | 69.97 | 0.00 | |
| NLY | Annaly Capital Management | 0.42 | -18.00% | 127645 | 15.89 | 14.31 |
| Cimarex Energy | 0.42 | +2.00% | 26915 | 75.42 | 0.00 | |
| Abbvie | 0.42 | NEW | 49256 | 40.79 | 0.00 | |
| EWX | SPDR S&P; Emerging Markets Small Cap | 0.40 | +5.00% | 39920 | 47.97 | 49.06 |
| PEP | Pepsi | 0.38 | +50.00% | 23060 | 79.10 | 82.54 |
| DNP | DNP Select Income Fund | 0.38 | NEW | 181737 | 10.14 | 10.52 |
| MRK | Merck & Co | 0.37 | +64.00% | 40542 | 44.20 | 46.70 |
| IWF | iShares Russell 1000 Growth Index | 0.37 | +6.00% | 25055 | 71.36 | 75.21 |
| QCOM | QUALCOMM | 0.36 | +45.00% | 25831 | 66.94 | 63.79 |
| JLL | Jones Lang LaSalle Incorporated | 0.36 | 17646 | 99.40 | 92.44 | |
| Revolution Lighting Tech | 0.36 | 834485 | 2.10 | 0.00 | ||
| GOOG | 0.35 | +14.00% | 2148 | 794.23 | 873.32 | |
| NOV | National-Oilwell Var | 0.33 | +10.00% | 22099 | 70.77 | 69.26 |
| CL | Colgate-Palmolive Company | 0.33 | +132.00% | 13248 | 118.06 | 61.17 |
| CHI | Calamos Conv. Opptys. & Income Fund | 0.33 | NEW | 127352 | 12.62 | 12.82 |
| GML | SPDR S&P; Emerging Latin America | 0.33 | NEW | 21305 | 74.21 | 71.23 |
| GIS | General Mills | 0.32 | +267.00% | 31170 | 49.31 | 48.98 |
| SCHG | Schwab U S Large Cap Growth ETF | 0.32 | -51.00% | 41072 | 37.25 | 39.09 |
| WMT | Wal-Mart Stores | 0.31 | +55.00% | 19811 | 74.81 | 77.09 |
| NKE | NIKE | 0.31 | +74.00% | 25291 | 58.99 | 62.31 |
| UTX | United Technologies Corporation | 0.31 | +61.00% | 15874 | 93.42 | 94.64 |
| ACWI | iShares MSCI ACWI Index Fund | 0.31 | NEW | 28919 | 50.76 | 52.92 |
| TYY | Tortoise Energy Capital Corporation | 0.31 | 45807 | 32.62 | 34.20 | |
| IGM | iShares S&P; NA Tech. Sec. Idx. Fd. | 0.30 | 20179 | 72.60 | 75.67 | |
| VZ | Verizon Communications | 0.29 | +5.00% | 28002 | 49.14 | 51.38 |
| Dcp Midstream Partners | 0.29 | 30351 | 46.62 | 0.00 | ||
| CLX | Clorox Company | 0.28 | +134.00% | 15277 | 88.50 | 86.61 |
| KMP | Kinder Morgan Energy Partners | 0.28 | +84.00% | 14786 | 89.75 | 87.75 |
| OKE | ONEOK | 0.28 | NEW | 28487 | 47.67 | 47.26 |
| Kinder Morgan | 0.28 | +14.00% | 35081 | 38.68 | 0.00 | |
| KMB | Kimberly-Clark Corporation | 0.27 | +338.00% | 13028 | 97.94 | 103.51 |
| VRX | Valeant Pharmaceuticals Int | 0.27 | -2.00% | 17057 | 75.04 | 73.80 |
| JNK | SPDR Barclays Capital High Yield B | 0.27 | -62.00% | 31239 | 41.10 | 41.25 |
| CAT | Caterpillar | 0.26 | +322.00% | 14239 | 86.94 | 86.21 |
| VFC | V.F. Corporation | 0.26 | 7448 | 167.70 | 183.53 | |
| OKS | Oneok Partners | 0.26 | +427.00% | 21992 | 57.38 | 53.48 |
| ADP | Automatic Data Processing | 0.24 | +113.00% | 17452 | 65.04 | 69.85 |
| BAC | Bank of America Corporation | 0.23 | 91871 | 12.18 | 13.24 | |
| PM | Philip Morris International | 0.23 | +8.00% | 12074 | 92.68 | 93.87 |
| MMM | 3M Company | 0.22 | +71.00% | 9906 | 106.30 | 109.88 |
| MO | Altria | 0.22 | +20.00% | 30961 | 34.40 | 36.75 |
| Covidien | 0.22 | +17.00% | 15636 | 67.86 | 0.00 | |
| Tortoise Energy equity | 0.22 | 44500 | 24.25 | 0.00 | ||
| JDD | Nuveen Diversified Dividend & Income Fd. | 0.21 | NEW | 76936 | 13.00 | 13.69 |
| Corenergy Infrastructure Tr | 0.21 | 145297 | 6.82 | 0.00 | ||
| APA | Apache Corporation | 0.20 | +203.00% | 12564 | 77.13 | 81.66 |
| HP | Helmerich & Payne | 0.20 | NEW | 15798 | 60.70 | 63.02 |
| BRK.A | Berkshire Hathaway | 0.20 | 6 | 156333.33 | 0.00 | |
| CBSH | Commerce Bancshares | 0.20 | +2.00% | 23886 | 40.82 | 43.48 |
| EEP | Enbridge Energy Partners | 0.20 | +6.00% | 31218 | 30.14 | 30.52 |
| PCC | PMC Commercial Trust | 0.20 | NEW | 126960 | 7.52 | 7.82 |
| PFL | Pimco Income Strategy Fund | 0.20 | NEW | 71930 | 13.30 | 13.19 |
| NTG | Tortoise MLP Fund | 0.20 | +29.00% | 34530 | 28.15 | 29.41 |
| Phillips 66 | 0.20 | NEW | 13477 | 69.97 | 0.00 | |
| CSCO | Cisco Systems | 0.18 | +44.00% | 42544 | 20.90 | 23.53 |
| AFL | AFLAC Incorporated | 0.18 | +119.00% | 16535 | 52.01 | 54.95 |
| WAG | Walgreen Company | 0.18 | +170.00% | 18370 | 47.69 | 50.25 |
| QQQQ | PowerShares QQQ Trust, Series 1 | 0.18 | +151.00% | 12364 | 68.99 | 0.00 |
| BP | BP | 0.17 | +270.00% | 19572 | 42.36 | 43.52 |
| WTR | Aqua America | 0.17 | 25340 | 31.45 | 32.23 | |
| SEE | Sealed Air | 0.16 | +129.00% | 31451 | 24.10 | 23.52 |
| INTC | Intel Corporation | 0.16 | +116.00% | 35378 | 21.82 | 23.92 |
| SLB | Schlumberger | 0.16 | +26.00% | 10167 | 74.85 | 73.80 |
| SJM | J.M. Smucker Company | 0.16 | +153.00% | 7777 | 99.14 | 102.79 |
| GLD | SPDR Gold Trust | 0.16 | +46.00% | 4909 | 154.41 | 133.76 |
| CELG | Celgene Corporation | 0.16 | 6786 | 115.97 | 122.58 | |
| PST | ProShares UltraShort 7-10 Year Trea | 0.16 | -5.00% | 27995 | 27.36 | 27.44 |
| Aon | 0.16 | -2.00% | 12618 | 61.50 | 0.00 | |
| CMI | Cummins | 0.15 | +222.00% | 6380 | 115.83 | 116.31 |
| OXY | Occidental Petroleum Corporation | 0.15 | +113.00% | 9429 | 78.38 | 90.43 |
| TGT | Target Corporation | 0.15 | +133.00% | 10330 | 68.44 | 69.14 |
| MIN | MFS Intermediate Income Trust | 0.15 | +1042.00% | 114261 | 6.46 | 5.90 |
| BWP | Boardwalk Pipeline Partners | 0.15 | +44.00% | 24826 | 29.32 | 31.11 |
| CBZ | CBIZ | 0.15 | -4.00% | 109356 | 6.38 | 6.47 |
| OTTR | Otter Tail Corporation | 0.15 | +135.00% | 23805 | 31.13 | 28.28 |
| AIG | American International | 0.15 | 18958 | 38.82 | 44.69 | |
| JQC | Nuveen Multi-Strategy Inc & Growth Fd 2 | 0.15 | NEW | 67459 | 10.45 | 10.37 |
| CMS | CMS Energy Corporation | 0.14 | +137.00% | 23412 | 27.93 | 27.53 |
| DIS | Walt Disney Company | 0.14 | 11738 | 56.82 | 65.49 | |
| MCHP | Microchip Technology | 0.14 | +66.00% | 18258 | 36.75 | 36.06 |
| SBUX | Starbucks Corporation | 0.14 | +76.00% | 12049 | 56.93 | 63.00 |
| MON | Monsanto Company | 0.13 | -16.00% | 6086 | 105.65 | 104.41 |
| BMY | Bristol Myers Squibb | 0.13 | +8.00% | 14762 | 41.19 | 47.40 |
| ORCL | Oracle Corporation | 0.13 | +112.00% | 19631 | 32.35 | 33.70 |
| Wisdomtree Tr em lcl debt fd | 0.13 | 11585 | 52.57 | 0.00 | ||
| NPP | Nuveen Performance Plus Municipal Fund | 0.13 | NEW | 38629 | 15.95 | 15.55 |
| Wpx Energy | 0.13 | NEW | 39139 | 16.02 | 0.00 | |
| DST | DST Systems | 0.12 | 8032 | 71.22 | 68.19 | |
| SO | Southern Company | 0.12 | +64.00% | 12162 | 46.95 | 45.12 |
| MBB | iShares Lehman MBS Bond Fund | 0.12 | +13.00% | 5384 | 107.91 | 106.99 |
| JPS | Nuveen Quality Pref. Inc. Fund II | 0.12 | NEW | 60128 | 9.43 | 9.55 |
| DLR | Digital Realty Trust | 0.11 | +102.00% | 7850 | 66.88 | 63.03 |
| F | Ford Motor Company | 0.11 | +59.00% | 41677 | 13.15 | 14.79 |
| GILD | Gilead Sciences | 0.11 | +170.00% | 10623 | 48.95 | 55.81 |
| V | Visa | 0.11 | +26.00% | 3124 | 169.97 | 180.25 |
| WR | Westar Energy | 0.11 | 15954 | 33.16 | 32.31 | |
| Enterprise Products Partners | 0.11 | NEW | 8901 | 60.33 | 0.00 | |
| USB | U.S. Ban | 0.10 | -9.00% | 13613 | 33.94 | 35.37 |
| BAM.A | Brookfield Asset Management | 0.10 | 13159 | 36.48 | 0.00 | |
| K | Kellogg Company | 0.10 | NEW | 7334 | 64.49 | 64.45 |
| ARLP | Alliance Resource Partners | 0.10 | NEW | 7449 | 63.77 | 76.14 |
| UNP | Union Pacific Corporation | 0.09 | -18.00% | 3111 | 142.40 | 156.06 |
| PAA | Plains All American Pipeline | 0.09 | +11.00% | 7306 | 56.53 | 58.41 |
| VTI | Vanguard Total Stock Market ETF | 0.09 | +16.00% | 5459 | 80.97 | 84.80 |
| Citi | 0.09 | +17.00% | 9548 | 44.20 | 0.00 | |
| Mosaic | 0.09 | NEW | 7101 | 59.57 | 0.00 | |
| HD | Home Depot | 0.08 | -5.00% | 5410 | 69.87 | 78.99 |
| GSK | GlaxoSmithKline | 0.08 | -23.00% | 8138 | 46.94 | 52.97 |
| VOD | Vodafone | 0.08 | -8.00% | 13589 | 28.41 | 29.45 |
| KEY | Key | 0.08 | +6.00% | 39536 | 9.97 | 10.66 |
| DRC | Dresser-Rand | 0.08 | +6.00% | 6418 | 61.70 | 63.98 |
| UMBF | UMB Financial Corporation | 0.08 | +10.00% | 7518 | 49.08 | 52.40 |
| UNT | Unit Corporation | 0.08 | NEW | 7954 | 45.51 | 44.80 |
| IWS | iShares Russell Midcap Value Index | 0.08 | +62.00% | 6691 | 56.94 | 59.21 |
| IJK | iShares S&P; MidCap 400 Growth | 0.08 | NEW | 2832 | 128.18 | 133.25 |
| RQI | Cohen & Steers Quality Income Realty | 0.08 | NEW | 31736 | 11.60 | 12.43 |
| JTP | Nuveen Quality Preferred Income Fund | 0.08 | NEW | 42324 | 8.95 | 9.07 |
| COST | Costco Wholesale Corporation | 0.07 | +55.00% | 3390 | 106.19 | 114.39 |
| CVS | CVS Caremark Corporation | 0.07 | +29.00% | 6235 | 55.01 | 59.20 |
| SONC | Sonic Corporation | 0.07 | NEW | 27276 | 12.87 | 12.98 |
| YUM | Yum! Brands | 0.07 | +59.00% | 4823 | 71.95 | 68.70 |
| APC | Anadarko Petroleum Corporation | 0.07 | NEW | 3585 | 87.59 | 89.34 |
| HON | Honeywell International | 0.07 | NEW | 4559 | 75.46 | 79.29 |
| Brookfield Infrastructure Part | 0.07 | 8863 | 38.02 | 0.00 | ||
| AMZN | Amazon | 0.07 | +5.00% | 1257 | 266.51 | 261.74 |
| SAI | SAIC | 0.07 | 23867 | 13.53 | 15.17 | |
| PID | PowerShares Intl. Dividend Achiev. | 0.07 | +9.00% | 21079 | 16.89 | 17.35 |
| CTSH | Cognizant Technology Solutions | 0.06 | NEW | 3842 | 76.52 | 63.77 |
| BTU | Peabody Energy Corporation | 0.06 | NEW | 12737 | 21.12 | 20.44 |
| NEM | Newmont Mining Corporation | 0.06 | NEW | 6425 | 41.87 | 32.22 |
| DD | E.I. du Pont de Nemours & Company | 0.06 | -2.00% | 6028 | 49.10 | 55.35 |
| RDS.B | Royal Dutch Shell | 0.06 | NEW | 4071 | 66.81 | 0.00 |
| NVO | Novo Nordisk A/S | 0.06 | +30.00% | 1702 | 161.57 | 168.37 |
| SRE | Sempra Energy | 0.06 | NEW | 3898 | 80.04 | 78.59 |
| HNZ | H.J. Heinz Company | 0.06 | NEW | 3700 | 72.16 | 72.46 |
| BOKF | BOK Financial Corporation | 0.06 | NEW | 4710 | 62.21 | 64.98 |
| ETE | Energy Transfer Equity | 0.06 | NEW | 4935 | 58.56 | 59.71 |
| WG | Willbros | 0.06 | +7.00% | 28180 | 9.83 | 6.76 |
| IJR | iShares S&P; SmallCap 600 Index | 0.06 | +23.00% | 3288 | 86.98 | 90.86 |
| IJT | iShares S&P; SmallCap 600 Growth | 0.06 | +19.00% | 3079 | 93.86 | 97.49 |
| NXZ | Nuveen Dividend Advantage Municipal Fd 2 | 0.06 | NEW | 18064 | 15.17 | 14.79 |
| Express Scripts Holding | 0.06 | NEW | 4714 | 57.70 | 0.00 | |
| Proshares Ultrashort 20+y Tr etf | 0.06 | -4.00% | 4562 | 65.76 | 0.00 | |
| CMCSA | Comcast Corporation | 0.05 | NEW | 5332 | 42.01 | 41.95 |
| MA | MasterCard Incorporated | 0.05 | -11.00% | 436 | 541.28 | 570.79 |
| DOW | Dow Chemical Company | 0.05 | NEW | 8144 | 31.80 | 35.08 |
| LVS | Las Vegas Sands | 0.05 | NEW | 3903 | 56.37 | 57.16 |
| EMR | Emerson Electric | 0.05 | NEW | 3961 | 55.79 | 56.94 |
| NFX | Newfield Exploration | 0.05 | 10000 | 22.40 | 24.17 | |
| NVS | Novartis AG | 0.05 | -9.00% | 3105 | 71.18 | 74.22 |
| RDS.A | Royal Dutch Shell | 0.05 | NEW | 3416 | 65.28 | 0.00 |
| SYK | Stryker Corporation | 0.05 | -11.00% | 3367 | 65.34 | 66.99 |
| BIIB | Biogen Idec | 0.05 | NEW | 1178 | 192.70 | 235.24 |
| FCX | Freeport-McMoRan Copper & Gold | 0.05 | NEW | 7106 | 33.07 | 30.40 |
| TJX | TJX Companies | 0.05 | NEW | 4688 | 46.72 | 50.47 |
| PCLN | priceline.com Incorporated | 0.05 | NEW | 351 | 689.46 | 801.67 |
| FHN | First Horizon National Corporation | 0.05 | 22799 | 10.66 | 11.13 | |
| OSK | Oshkosh Corporation | 0.05 | NEW | 5900 | 42.54 | 37.70 |
| PRGO | Perrigo Company | 0.05 | NEW | 2175 | 118.62 | 117.99 |
| PCH | Potlatch Corporation | 0.05 | NEW | 4980 | 45.78 | 49.51 |
| Tor Dom Bk Cad | 0.05 | -4.00% | 2724 | 83.33 | 0.00 | |
| ACM | AECOM Technology Corporation | 0.05 | -10.00% | 7714 | 32.80 | 30.47 |
| AGNC | American Capital Agency | 0.05 | -23.00% | 7498 | 32.81 | 27.72 |
| IYR | iShares Dow Jones US Real Estate | 0.05 | +7.00% | 3770 | 69.50 | 72.36 |
| IEF | iShares Lehman 7-10 Yr Treas. Bond | 0.05 | 2345 | 107.46 | 106.42 | |
| TLT | iShares Barclays 20+ Yr Treas.Bond | 0.05 | -8.00% | 2028 | 117.85 | 117.01 |
| CFFND | Capitol Federal Financial | 0.05 | +2.00% | 17958 | 12.08 | 0.00 |
| SHY | iShares Lehman 1-3 Year Treas.Bond | 0.05 | -83.00% | 2578 | 84.56 | 84.44 |
| Tortoise Pwr & Energy | 0.05 | -21.00% | 9217 | 26.58 | 0.00 | |
| NIO | Nuveen Insured Municipal Opp. Fund | 0.05 | NEW | 14898 | 15.04 | 14.57 |
| American Capital Mortgage In | 0.05 | -10.00% | 9165 | 25.86 | 0.00 | |
| Mondelez Int | 0.05 | -30.00% | 7889 | 30.68 | 0.00 | |
| * America Movil Sab De Cv spon adr l shs | 0.04 | -6.00% | 9619 | 21.00 | 0.00 | |
| SCHW | Charles Schwab Corporation | 0.04 | NEW | 10377 | 17.73 | 18.98 |
| FDX | FedEx Corporation | 0.04 | NEW | 2150 | 98.14 | 97.82 |
| TMO | Thermo Fisher Scientific | 0.04 | NEW | 2778 | 76.31 | 86.12 |
| AEP | American Electric Power Company | 0.04 | NEW | 4140 | 48.55 | 47.71 |
| EMC | EMC Corporation | 0.04 | NEW | 8580 | 23.89 | 23.65 |
| SIRI | Sirius XM Radio | 0.04 | +131.00% | 70285 | 3.07 | 3.52 |
| BKT | BlackRock Income Trust | 0.04 | NEW | 25080 | 7.22 | 7.32 |
| TNH | Terra Nitrogen Company | 0.04 | NEW | 924 | 219.70 | 216.90 |
| NUV | Nuveen Muni Value Fund | 0.04 | NEW | 19990 | 10.16 | 10.26 |
| MTK | SPDR Morgan Stanley Technology | 0.04 | NEW | 2885 | 73.14 | 75.48 |
| JRS | Nuveen Real Estate Income Fund | 0.04 | NEW | 15662 | 12.51 | 13.05 |
| Kraft Foods | 0.04 | NEW | 4016 | 51.54 | 0.00 | |
| GLW | Corning Incorporated | 0.03 | NEW | 11607 | 13.35 | 15.66 |
| MMR | McMoRan Exploration | 0.03 | 10020 | 16.37 | 16.74 | |
| JPC | Nuveen Multi-Strategy Income & Growth Fd | 0.03 | NEW | 12998 | 10.23 | 10.46 |
| EWJ | iShares MSCI Japan Index | 0.02 | NEW | 10790 | 10.84 | 11.40 |
| PKD | Parker Drilling Company | 0.02 | NEW | 24720 | 4.29 | 4.54 |
| ACG | AllianceBernstein Income Fund | 0.02 | NEW | 10238 | 8.20 | 8.18 |
| ACUR | Acura Pharmaceuticals | 0.02 | -2.00% | 42593 | 2.14 | 2.37 |
| CYTX | Cytori Therapeutics | 0.01 | 12019 | 2.50 | 2.50 | |
| Denison Mines | 0.01 | 50000 | 1.38 | 0.00 | ||
| Rubicon Minerals | 0.01 | 15000 | 2.40 | 0.00 | ||
| HIS | Blackrock High Income Shares | 0.01 | NEW | 14055 | 2.35 | 2.33 |
| MELA | MELA Sciences | 0.00 | 15750 | 1.14 | 1.11 |
Past 13F-HR SEC Filings for Mariner Wealth Advisors
- Mariner Wealth Advisors 2012 Q4 - filed Feb. 12, 2013
- Mariner Wealth Advisors 2012 Q2 amended - filed Nov. 28, 2012
- Mariner Wealth Advisors 2012 Q3 - filed Nov. 15, 2012
- Mariner Wealth Advisors 2012 Q2 - filed Aug. 13, 2012
- Mariner Wealth Advisors 2012 Q1 - filed May 11, 2012
- Mariner Wealth Advisors 2011 Q4 - filed Feb. 13, 2012
- Mariner Wealth Advisors 2011 Q3 - filed Dec. 1, 2011
- Mariner Wealth Advisors 2011 Q2 - filed Aug. 4, 2011
- Mariner Wealth Advisors 2011 Q1 - filed May 12, 2011
- Mariner Wealth Advisors 2010 Q4 - filed Feb. 11, 2011