Mariner Wealth Advisors
Latest statistics and disclosures from Mariner's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, IVV, NVDA, MSFT, VEA, and represent 19.49% of Mariner's stock portfolio.
- Added to shares of these 10 stocks: AVGO (+$524M), MSFT (+$280M), NVDA (+$149M), TT (+$107M), LULU (+$94M), TREE (+$94M), IVV (+$75M), IWY (+$61M), FFLC (+$48M), AMZN (+$47M).
- Started 288 new stock positions in SHOO, GMS, PJT, AVNS, FTCI, TOWN, BKE, LAND, SPLB, CRGY.
- Reduced shares in these 10 stocks: APO (-$235M), NKE (-$126M), J (-$74M), OMFL (-$41M), MMM (-$30M), SBUX (-$29M), BIL (-$22M), BKLN (-$20M), COST (-$16M), ABT (-$16M).
- Sold out of its positions in AMCX, POWW, FAX, AAP, ARQ, BIRD, ALGM, AMRN, AVLV, American Well Corp.
- Mariner was a net buyer of stock by $2.5B.
- Mariner has $57B in assets under management (AUM), dropping by 9.65%.
- Central Index Key (CIK): 0001373442
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Portfolio Holdings for Mariner
Mariner holds 3285 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Mariner has 3285 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Mariner Sept. 30, 2024 positions
- Download the Mariner September 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 5.6 | $3.2B | 14M | 232.94 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 4.5 | $2.5B | +3% | 4.4M | 576.82 |
|
| NVIDIA Corporation (NVDA) | 3.5 | $2.0B | +8% | 16M | 121.44 |
|
| Microsoft Corporation (MSFT) | 3.3 | $1.9B | +17% | 4.4M | 430.26 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.6 | $1.5B | +3% | 28M | 52.81 |
|
| Amazon (AMZN) | 1.5 | $825M | +5% | 4.4M | 186.36 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.4 | $773M | +3% | 12M | 62.32 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.3 | $735M | +5% | 7.3M | 101.27 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.3 | $714M | 1.2M | 573.70 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 1.2 | $707M | 4.0M | 174.57 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.2 | $664M | 8.5M | 78.05 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 1.1 | $627M | +4% | 1.6M | 383.93 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $598M | +2% | 3.6M | 165.81 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.0 | $593M | +3% | 12M | 47.85 |
|
| Broadcom (AVGO) | 1.0 | $583M | +887% | 3.4M | 172.50 |
|
| JPMorgan Chase & Co. (JPM) | 0.9 | $531M | +3% | 2.5M | 210.85 |
|
| Meta Platforms Cl A (META) | 0.9 | $508M | +9% | 888k | 572.31 |
|
| Eli Lilly & Co. (LLY) | 0.9 | $486M | 549k | 885.77 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $475M | +3% | 1.0M | 460.22 |
|
| Procter & Gamble Company (PG) | 0.8 | $456M | 2.6M | 173.20 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.8 | $447M | +8% | 4.3M | 104.18 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.8 | $447M | 1.6M | 283.15 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.7 | $397M | +5% | 753k | 527.66 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.7 | $389M | +12% | 8.3M | 47.12 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $371M | +2% | 761k | 488.07 |
|
| Home Depot (HD) | 0.7 | $369M | +3% | 910k | 405.11 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.6 | $360M | 3.8M | 95.75 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.6 | $355M | +6% | 1.3M | 263.83 |
|
| Ishares Core Msci Emkt (IEMG) | 0.6 | $336M | +4% | 5.9M | 57.44 |
|
| Tesla Motors (TSLA) | 0.6 | $321M | +10% | 1.2M | 261.61 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.6 | $314M | +6% | 1.3M | 237.21 |
|
| Costco Wholesale Corporation (COST) | 0.5 | $308M | -5% | 347k | 886.50 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.5 | $298M | +25% | 1.4M | 220.05 |
|
| UnitedHealth (UNH) | 0.5 | $292M | 500k | 584.63 |
|
|
| Wal-Mart Stores (WMT) | 0.5 | $289M | 3.6M | 80.73 |
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| Amgen (AMGN) | 0.5 | $288M | 895k | 322.21 |
|
|
| Advanced Micro Devices (AMD) | 0.5 | $281M | +16% | 1.7M | 164.08 |
|
| Mastercard Incorporated Cl A (MA) | 0.5 | $274M | +3% | 555k | 493.80 |
|
| Servicenow (NOW) | 0.5 | $268M | -2% | 300k | 894.22 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $257M | +4% | 1.5M | 167.14 |
|
| Johnson & Johnson (JNJ) | 0.5 | $256M | 1.6M | 162.05 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $254M | 1.3M | 198.06 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.4 | $247M | 3.0M | 83.63 |
|
|
| Chevron Corporation (CVX) | 0.4 | $237M | +6% | 1.6M | 147.25 |
|
| Visa Com Cl A (V) | 0.4 | $235M | 856k | 274.96 |
|
|
| Apollo Global Mgmt (APO) | 0.4 | $233M | -50% | 1.9M | 125.65 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.4 | $226M | 3.3M | 67.85 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.4 | $218M | 1.1M | 197.17 |
|
|
| Metropcs Communications (TMUS) | 0.4 | $217M | +2% | 1.1M | 206.34 |
|
| Thermo Fisher Scientific (TMO) | 0.4 | $216M | 349k | 618.50 |
|
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.4 | $214M | +8% | 2.7M | 80.37 |
|
| Nextera Energy (NEE) | 0.4 | $213M | 2.5M | 84.53 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $210M | 559k | 375.37 |
|
|
| Abbvie (ABBV) | 0.4 | $209M | +3% | 1.1M | 197.45 |
|
| McDonald's Corporation (MCD) | 0.4 | $209M | +3% | 685k | 304.49 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $206M | +12% | 1.8M | 117.19 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $204M | 1.7M | 116.96 |
|
|
| Stryker Corporation (SYK) | 0.3 | $197M | +2% | 544k | 361.25 |
|
| Adobe Systems Incorporated (ADBE) | 0.3 | $197M | +3% | 380k | 517.74 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $196M | +6% | 2.3M | 84.53 |
|
| Merck & Co (MRK) | 0.3 | $190M | 1.7M | 113.56 |
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|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.3 | $187M | 1.9M | 98.12 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.3 | $186M | +4% | 1.9M | 97.41 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $186M | 4.5M | 41.13 |
|
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.3 | $185M | 4.9M | 37.56 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.3 | $185M | +2% | 1.7M | 108.63 |
|
| Nasdaq Omx (NDAQ) | 0.3 | $173M | 2.4M | 73.00 |
|
|
| Oracle Corporation (ORCL) | 0.3 | $173M | +3% | 1.0M | 170.36 |
|
| Prudential Financial (PRU) | 0.3 | $173M | +2% | 1.4M | 121.10 |
|
| Pepsi (PEP) | 0.3 | $162M | 953k | 170.05 |
|
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.3 | $161M | -3% | 2.4M | 67.51 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.3 | $160M | +2% | 2.2M | 72.66 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $158M | 504k | 314.39 |
|
|
| TJX Companies (TJX) | 0.3 | $152M | 1.3M | 117.54 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $148M | 671k | 220.89 |
|
|
| Union Pacific Corporation (UNP) | 0.3 | $148M | +7% | 599k | 246.45 |
|
| Abbott Laboratories (ABT) | 0.3 | $144M | -9% | 1.3M | 113.98 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.3 | $142M | +9% | 1.6M | 88.14 |
|
| PNC Financial Services (PNC) | 0.2 | $141M | +12% | 760k | 184.83 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $139M | 1.1M | 125.62 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $135M | 2.2M | 62.69 |
|
|
| Trane Technologies SHS (TT) | 0.2 | $134M | +400% | 345k | 388.66 |
|
| Texas Instruments Incorporated (TXN) | 0.2 | $131M | +3% | 636k | 206.59 |
|
| Lowe's Companies (LOW) | 0.2 | $130M | 479k | 270.81 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $129M | +5% | 2.5M | 51.12 |
|
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.2 | $123M | +3% | 3.0M | 40.63 |
|
| Leidos Holdings (LDOS) | 0.2 | $123M | +4% | 752k | 162.95 |
|
| Take-Two Interactive Software (TTWO) | 0.2 | $123M | +8% | 797k | 153.70 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $121M | +4% | 461k | 263.27 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.2 | $121M | +7% | 1.5M | 78.37 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.2 | $119M | -6% | 527k | 225.76 |
|
| Phillips 66 (PSX) | 0.2 | $119M | +7% | 902k | 131.44 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $118M | +3% | 3.5M | 33.23 |
|
| Williams Companies (WMB) | 0.2 | $117M | 2.6M | 45.65 |
|
|
| Duke Energy Corp Com New (DUK) | 0.2 | $116M | 1.0M | 115.31 |
|
|
| Marathon Petroleum Corp (MPC) | 0.2 | $116M | 711k | 163.27 |
|
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.2 | $114M | 3.3M | 34.29 |
|
|
| Waste Management (WM) | 0.2 | $113M | +2% | 542k | 207.59 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $111M | 1.5M | 75.11 |
|
|
| Kla Corp Com New (KLAC) | 0.2 | $110M | 143k | 774.52 |
|
|
| Eaton Corp SHS (ETN) | 0.2 | $108M | 327k | 331.39 |
|
|
| AECOM Technology Corporation (ACM) | 0.2 | $108M | +2% | 1.0M | 103.27 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $108M | -2% | 1.2M | 91.31 |
|
| Lululemon Athletica (LULU) | 0.2 | $105M | +895% | 386k | 271.45 |
|
| United Parcel Service CL B (UPS) | 0.2 | $103M | -2% | 757k | 136.31 |
|
| BlackRock (BLK) | 0.2 | $103M | 108k | 949.44 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $101M | +13% | 361k | 280.53 |
|
| At&t (T) | 0.2 | $101M | +2% | 4.6M | 22.00 |
|
| Marsh & McLennan Companies (MMC) | 0.2 | $99M | 442k | 223.10 |
|
|
| Cisco Systems (CSCO) | 0.2 | $98M | +4% | 1.8M | 53.22 |
|
| 4068594 Enphase Energy (ENPH) | 0.2 | $97M | -2% | 859k | 113.04 |
|
| Textron (TXT) | 0.2 | $97M | +8% | 1.1M | 88.57 |
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| Tree (TREE) | 0.2 | $95M | +7186% | 1.6M | 58.03 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $95M | 499k | 189.80 |
|
|
| Coca-Cola Company (KO) | 0.2 | $94M | +5% | 1.3M | 71.86 |
|
| Arista Networks (ANET) | 0.2 | $94M | 244k | 383.76 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $93M | +3% | 264k | 353.41 |
|
| Fiserv (FI) | 0.2 | $92M | +2% | 513k | 179.63 |
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.2 | $90M | +4% | 3.3M | 27.41 |
|
| Palo Alto Networks (PANW) | 0.2 | $90M | 263k | 341.70 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.2 | $89M | +10% | 1.8M | 50.88 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.2 | $88M | -5% | 1.7M | 52.86 |
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| Caterpillar (CAT) | 0.2 | $88M | +4% | 225k | 391.12 |
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| Netflix (NFLX) | 0.2 | $88M | +4% | 124k | 709.20 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.2 | $87M | +6% | 1.1M | 82.94 |
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| Comcast Corp Cl A (CMCSA) | 0.2 | $87M | 2.1M | 41.77 |
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| Encana Corporation (OVV) | 0.2 | $87M | +16% | 2.3M | 38.31 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $87M | +13% | 1.9M | 45.86 |
|
| Bank of America Corporation (BAC) | 0.2 | $85M | +5% | 2.1M | 39.67 |
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| Qualcomm (QCOM) | 0.1 | $84M | +3% | 495k | 170.05 |
|
| Booking Holdings (BKNG) | 0.1 | $84M | -4% | 20k | 4212.56 |
|
| salesforce (CRM) | 0.1 | $84M | -3% | 306k | 273.81 |
|
| Illinois Tool Works (ITW) | 0.1 | $84M | -9% | 319k | 262.10 |
|
| Walt Disney Company (DIS) | 0.1 | $83M | +4% | 866k | 96.19 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $82M | 1.2M | 66.52 |
|
|
| Vanguard Admiral Fds Midcp 400 Val (IVOV) | 0.1 | $80M | 839k | 95.73 |
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| Ball Corporation (BALL) | 0.1 | $79M | +8% | 1.2M | 67.90 |
|
| Vanguard Admiral Fds Midcp 400 Grth (IVOG) | 0.1 | $79M | 688k | 114.63 |
|
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $78M | -3% | 736k | 106.19 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $78M | +2% | 387k | 200.78 |
|
| Ishares Tr Blackrock Ultra (ICSH) | 0.1 | $77M | +3% | 1.5M | 50.74 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $76M | +2% | 426k | 179.30 |
|
| Lam Research Corporation (LRCX) | 0.1 | $76M | 93k | 816.21 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $75M | 1.5M | 51.50 |
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| Corning Incorporated (GLW) | 0.1 | $75M | +13% | 1.7M | 45.15 |
|
| United Rentals (URI) | 0.1 | $73M | -3% | 91k | 809.78 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $73M | +3% | 437k | 167.67 |
|
| Starbucks Corporation (SBUX) | 0.1 | $73M | -28% | 750k | 97.49 |
|
| Kkr & Co (KKR) | 0.1 | $73M | -3% | 557k | 130.58 |
|
| Morgan Stanley Com New (MS) | 0.1 | $73M | +4% | 695k | 104.24 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.1 | $72M | +6% | 2.3M | 31.78 |
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| General Mills (GIS) | 0.1 | $72M | +5% | 976k | 73.86 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $72M | +39% | 1.2M | 57.83 |
|
| Goldman Sachs (GS) | 0.1 | $71M | +3% | 144k | 495.18 |
|
| Ishares Tr Glb Infrastr Etf (IGF) | 0.1 | $71M | +3% | 1.3M | 54.44 |
|
| Applied Materials (AMAT) | 0.1 | $71M | +4% | 351k | 202.13 |
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| Honeywell International (HON) | 0.1 | $71M | 342k | 206.72 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.1 | $71M | +3% | 1.1M | 62.20 |
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| Ishares Tr TRS FLT RT BD (TFLO) | 0.1 | $69M | +2% | 1.4M | 50.60 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $68M | +43% | 571k | 119.70 |
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| Target Corporation (TGT) | 0.1 | $67M | +33% | 430k | 155.85 |
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| Albemarle Corporation (ALB) | 0.1 | $67M | +81% | 702k | 94.73 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $67M | +4% | 567k | 117.29 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $66M | +2% | 515k | 128.20 |
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| American Tower Reit (AMT) | 0.1 | $65M | 277k | 232.54 |
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| Air Products & Chemicals (APD) | 0.1 | $64M | 216k | 297.76 |
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| Paychex (PAYX) | 0.1 | $64M | 478k | 134.18 |
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| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.1 | $64M | +21% | 592k | 108.18 |
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| Danaher Corporation (DHR) | 0.1 | $64M | 229k | 277.96 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.1 | $64M | 316k | 200.85 |
|
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $64M | 261k | 243.06 |
|
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| Sherwin-Williams Company (SHW) | 0.1 | $63M | 166k | 381.68 |
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| International Business Machines (IBM) | 0.1 | $62M | +4% | 281k | 221.07 |
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| Synopsys (SNPS) | 0.1 | $62M | -2% | 123k | 506.50 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $62M | 1.2M | 49.70 |
|
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $61M | -5% | 1.2M | 52.66 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $61M | -4% | 1.5M | 41.28 |
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| Equinix (EQIX) | 0.1 | $61M | 68k | 887.54 |
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| NetApp (NTAP) | 0.1 | $61M | 491k | 123.50 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $60M | 336k | 179.16 |
|
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| Ishares Tr Core Msci Intl (IDEV) | 0.1 | $60M | 847k | 70.83 |
|
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $59M | 801k | 73.69 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $59M | 707k | 83.09 |
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| Medtronic SHS (MDT) | 0.1 | $59M | 651k | 90.02 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $58M | +198% | 589k | 98.10 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $58M | 101k | 569.64 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $58M | 377k | 153.14 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $57M | 124k | 465.02 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $57M | 206k | 276.68 |
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| Deere & Company (DE) | 0.1 | $57M | 136k | 417.34 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $57M | +5% | 97k | 584.51 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $57M | 562k | 100.69 |
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| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.1 | $56M | +36% | 1.2M | 48.24 |
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| Emerson Electric (EMR) | 0.1 | $55M | 500k | 109.37 |
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| Fastenal Company (FAST) | 0.1 | $54M | 754k | 71.42 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $54M | 398k | 135.07 |
|
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.1 | $54M | 155k | 345.29 |
|
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| Spdr Ser Tr Portfolio Short (SPSB) | 0.1 | $54M | -14% | 1.8M | 30.28 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.1 | $54M | +8% | 875k | 61.11 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $53M | +3% | 197k | 267.37 |
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.1 | $52M | 1.1M | 48.68 |
|
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| Cummins (CMI) | 0.1 | $51M | +3% | 159k | 323.82 |
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| Kinder Morgan (KMI) | 0.1 | $51M | +4% | 2.3M | 22.09 |
|
| Vulcan Materials Company (VMC) | 0.1 | $51M | +3% | 202k | 250.43 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $50M | +5% | 634k | 79.42 |
|
| Ishares Tr Cr 5 10 Yr Etf (IMTB) | 0.1 | $50M | 1.1M | 44.53 |
|
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $50M | +46% | 516k | 95.90 |
|
| Prologis (PLD) | 0.1 | $49M | +209% | 390k | 126.27 |
|
| Fidelity Covington Trust Fundamental Larg (FFLC) | 0.1 | $48M | NEW | 1.1M | 45.66 |
|
| Marriott Intl Cl A (MAR) | 0.1 | $48M | -15% | 192k | 248.70 |
|
| Zoetis Cl A (ZTS) | 0.1 | $47M | 242k | 195.37 |
|
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.1 | $47M | 1.1M | 44.50 |
|
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $47M | 257k | 181.99 |
|
|
| Microchip Technology (MCHP) | 0.1 | $47M | -13% | 581k | 80.30 |
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.1 | $47M | +11% | 779k | 59.87 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.1 | $46M | -3% | 799k | 58.11 |
|
| SYSCO Corporation (SYY) | 0.1 | $46M | 591k | 78.06 |
|
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.1 | $46M | +25% | 961k | 47.52 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $45M | +2% | 375k | 121.14 |
|
| Arch Cap Group Ord (ACGL) | 0.1 | $45M | 406k | 111.88 |
|
|
| Bristol Myers Squibb (BMY) | 0.1 | $45M | -12% | 868k | 51.73 |
|
| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.1 | $45M | +850% | 412k | 108.93 |
|
| Anthem (ELV) | 0.1 | $45M | 86k | 520.15 |
|
|
| Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 0.1 | $44M | -48% | 835k | 52.99 |
|
| Verizon Communications (VZ) | 0.1 | $44M | 985k | 44.91 |
|
|
| Ishares Tr Us Infrastruc (IFRA) | 0.1 | $44M | +8% | 932k | 46.97 |
|
| Gilead Sciences (GILD) | 0.1 | $43M | +5% | 516k | 83.84 |
|
| Automatic Data Processing (ADP) | 0.1 | $43M | 156k | 276.65 |
|
|
| Wells Fargo & Company (WFC) | 0.1 | $43M | 759k | 56.48 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $43M | 396k | 107.65 |
|
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $43M | -33% | 464k | 91.81 |
|
| Xylem (XYL) | 0.1 | $42M | +6% | 312k | 135.02 |
|
| Progressive Corporation (PGR) | 0.1 | $42M | 166k | 253.69 |
|
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.1 | $42M | -4% | 1.0M | 41.16 |
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.1 | $42M | +3% | 1.0M | 39.69 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $42M | +4% | 85k | 490.53 |
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $41M | 347k | 119.22 |
|
|
| Ge Aerospace Com New (GE) | 0.1 | $41M | 219k | 188.47 |
|
|
| Philip Morris International (PM) | 0.1 | $41M | +5% | 337k | 121.34 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $41M | -21% | 70k | 586.52 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $40M | +26% | 614k | 64.80 |
|
| Pfizer (PFE) | 0.1 | $39M | 1.4M | 28.94 |
|
|
| S&p Global (SPGI) | 0.1 | $39M | +8% | 75k | 516.49 |
|
| American Express Company (AXP) | 0.1 | $38M | +3% | 141k | 271.19 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $37M | 318k | 117.61 |
|
|
| Uber Technologies (UBER) | 0.1 | $37M | +47% | 493k | 75.18 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.1 | $37M | +34% | 384k | 95.95 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $37M | +4% | 212k | 173.73 |
|
| First Commonwealth Financial (FCF) | 0.1 | $37M | -19% | 2.1M | 17.15 |
|
| McKesson Corporation (MCK) | 0.1 | $37M | +11% | 74k | 494.28 |
|
Past Filings by Mariner
SEC 13F filings are viewable for Mariner going back to 2010
- Mariner 2024 Q3 filed Nov. 13, 2024
- Mariner 2024 Q2 filed Aug. 13, 2024
- 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