Mariner Wealth Advisors
Latest statistics and disclosures from Mariner's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, NVDA, IVV, MSFT, VEA, and represent 20.67% of Mariner's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$400M), TDY (+$179M), META (+$176M), AAPL (+$175M), TSLA (+$132M), IVV (+$122M), AMZN (+$122M), AGG (+$100M), MSFT (+$89M), ABT (+$73M).
- Started 348 new stock positions in INCM, GMF, TPYP, GSL, GFS, VIAV, MTRN, FLCB, PVLA, IFN.
- Reduced shares in these 10 stocks: TTWO (-$207M), SHV (-$80M), LULU (-$71M), ACGL (-$43M), GLW (-$43M), AMD (-$39M), CVX (-$35M), NKE (-$34M), ITW (-$32M), EFA (-$25M).
- Sold out of its positions in AAON, ABSI, ACVA, PPLT, ACTG, ACHC, AKR, AVK, AGEN, AGYS.
- Mariner was a net buyer of stock by $2.8B.
- Mariner has $77B in assets under management (AUM), dropping by 11.71%.
- Central Index Key (CIK): 0001373442
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Portfolio Holdings for Mariner
Mariner holds 3542 positions in its portfolio as reported in the September 2025 quarterly 13F filing
Mariner has 3542 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Mariner Sept. 30, 2025 positions
- Download the Mariner September 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 5.4 | $4.2B | +4% | 16M | 254.63 |
|
| NVIDIA Corporation (NVDA) | 5.1 | $3.9B | +11% | 21M | 186.58 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 4.4 | $3.4B | +3% | 5.1M | 669.30 |
|
| Microsoft Corporation (MSFT) | 3.3 | $2.5B | +3% | 4.9M | 517.96 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.5 | $1.9B | +3% | 32M | 59.92 |
|
| Broadcom (AVGO) | 1.7 | $1.3B | 3.9M | 329.91 |
|
|
| Amazon (AMZN) | 1.7 | $1.3B | +10% | 5.8M | 219.57 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.4 | $1.1B | +10% | 11M | 100.25 |
|
| JPMorgan Chase & Co. (JPM) | 1.3 | $1.0B | +5% | 3.3M | 315.43 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $1.0B | +2% | 4.2M | 243.11 |
|
| Meta Platforms Cl A (META) | 1.3 | $1.0B | +21% | 1.4M | 734.38 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.2 | $951M | +3% | 1.4M | 666.08 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.2 | $937M | +2% | 14M | 65.26 |
|
| Vanguard Index Fds Value Etf (VTV) | 1.1 | $880M | 4.7M | 186.49 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 1.1 | $858M | 1.8M | 479.61 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.0 | $808M | +2% | 9.3M | 87.30 |
|
| Tesla Motors (TSLA) | 1.0 | $778M | +20% | 1.7M | 444.68 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.9 | $711M | 13M | 54.18 |
|
|
| Ishares Tr Core Total Usd (IUSB) | 0.8 | $654M | +11% | 14M | 46.71 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.8 | $635M | 1.1M | 600.36 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.8 | $590M | 1.8M | 328.17 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.7 | $570M | 18M | 31.91 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $570M | +3% | 1.1M | 502.74 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $555M | +11% | 2.3M | 243.55 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.7 | $539M | +7% | 1.8M | 293.74 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.7 | $511M | +2% | 835k | 612.26 |
|
| Ishares Core Msci Emkt (IEMG) | 0.6 | $500M | +6% | 7.6M | 65.92 |
|
| Eli Lilly & Co. (LLY) | 0.6 | $492M | +3% | 646k | 762.60 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.6 | $464M | +6% | 1.8M | 254.28 |
|
| Home Depot (HD) | 0.6 | $461M | +3% | 1.1M | 405.19 |
|
| Procter & Gamble Company (PG) | 0.6 | $452M | 2.9M | 153.65 |
|
|
| Wal-Mart Stores (WMT) | 0.6 | $448M | +3% | 4.3M | 103.06 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.6 | $435M | 3.6M | 120.72 |
|
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.5 | $400M | -2% | 1.5M | 273.65 |
|
| Costco Wholesale Corporation (COST) | 0.5 | $370M | 400k | 925.63 |
|
|
| Visa Com Cl A (V) | 0.5 | $349M | -3% | 1.0M | 341.37 |
|
| Mastercard Incorporated Cl A (MA) | 0.4 | $344M | 604k | 568.81 |
|
|
| Johnson & Johnson (JNJ) | 0.4 | $342M | +2% | 1.8M | 185.41 |
|
| Servicenow (NOW) | 0.4 | $340M | +3% | 370k | 920.28 |
|
| Oracle Corporation (ORCL) | 0.4 | $334M | 1.2M | 281.24 |
|
|
| Corning Incorporated (GLW) | 0.4 | $315M | -11% | 3.8M | 82.02 |
|
| Abbvie (ABBV) | 0.4 | $310M | +15% | 1.3M | 231.54 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $299M | 1.4M | 215.79 |
|
|
| Amgen (AMGN) | 0.4 | $297M | 1.1M | 282.16 |
|
|
| Metropcs Communications (TMUS) | 0.4 | $287M | +4% | 1.2M | 239.37 |
|
| Ge Vernova (GEV) | 0.4 | $285M | +8% | 463k | 614.80 |
|
| Apollo Global Mgmt (APO) | 0.4 | $280M | 2.1M | 133.27 |
|
|
| Exxon Mobil Corporation (XOM) | 0.4 | $274M | +3% | 2.4M | 112.75 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $271M | 579k | 468.41 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $263M | +11% | 348.00 | 754200.00 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $260M | -8% | 2.8M | 93.37 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.3 | $255M | 8.8M | 29.11 |
|
|
| Abbott Laboratories (ABT) | 0.3 | $254M | +40% | 1.9M | 133.94 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $252M | 9.6M | 26.34 |
|
|
| Chevron Corporation (CVX) | 0.3 | $250M | -12% | 1.6M | 155.29 |
|
| McDonald's Corporation (MCD) | 0.3 | $249M | 821k | 303.89 |
|
|
| Nasdaq Omx (NDAQ) | 0.3 | $248M | +5% | 2.8M | 88.45 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $243M | +7% | 495k | 490.38 |
|
| Nextera Energy (NEE) | 0.3 | $237M | +3% | 3.1M | 75.49 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.3 | $230M | 1.1M | 206.49 |
|
|
| Stryker Corporation (SYK) | 0.3 | $224M | +2% | 605k | 369.67 |
|
| Pure Storage Cl A (PSTG) | 0.3 | $218M | +5% | 2.6M | 83.81 |
|
| PNC Financial Services (PNC) | 0.3 | $215M | -2% | 1.1M | 200.92 |
|
| Merck & Co (MRK) | 0.3 | $212M | 2.5M | 83.93 |
|
|
| Ishares Tr Core Msci Total (IXUS) | 0.3 | $212M | +6% | 2.6M | 82.57 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $208M | 8.9M | 23.28 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $207M | 1.7M | 118.83 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.3 | $204M | +21% | 1.1M | 182.41 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.3 | $203M | 2.1M | 96.46 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.3 | $200M | 1.9M | 106.49 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $198M | -7% | 7.3M | 27.30 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $196M | 536k | 365.48 |
|
|
| Cadence Design Systems (CDNS) | 0.3 | $196M | +9% | 557k | 351.23 |
|
| Netflix (NFLX) | 0.2 | $191M | +5% | 159k | 1197.62 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.2 | $190M | 4.4M | 42.79 |
|
|
| Linde SHS (LIN) | 0.2 | $184M | +8% | 387k | 475.12 |
|
| TJX Companies (TJX) | 0.2 | $183M | -8% | 1.3M | 144.54 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $182M | 2.0M | 91.42 |
|
|
| Teledyne Technologies Incorporated (TDY) | 0.2 | $181M | +7237% | 310k | 586.04 |
|
| Williams Companies (WMB) | 0.2 | $181M | 2.9M | 63.35 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $180M | -6% | 2.6M | 68.08 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $177M | +8% | 3.5M | 50.07 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $177M | +9% | 574k | 307.86 |
|
| Kla Corp Com New (KLAC) | 0.2 | $175M | 162k | 1078.46 |
|
|
| Trane Technologies SHS (TT) | 0.2 | $175M | +3% | 414k | 421.97 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.2 | $171M | +18% | 2.4M | 72.44 |
|
| Spdr Series Trust Portfolio S&p500 (SPLG) | 0.2 | $167M | 2.1M | 78.33 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $167M | 1.7M | 96.55 |
|
|
| Leidos Holdings (LDOS) | 0.2 | $167M | +4% | 884k | 188.93 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $163M | 1.1M | 145.64 |
|
|
| Cisco Systems (CSCO) | 0.2 | $161M | +2% | 2.4M | 68.42 |
|
| Progressive Corporation (PGR) | 0.2 | $159M | +7% | 645k | 246.95 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $159M | +4% | 657k | 241.96 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $159M | -2% | 447k | 355.47 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.2 | $158M | +2% | 560k | 281.86 |
|
| AECOM Technology Corporation (ACM) | 0.2 | $155M | +3% | 1.2M | 130.46 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $152M | +30% | 545k | 279.29 |
|
| At&t (T) | 0.2 | $152M | +5% | 5.4M | 28.24 |
|
| Texas Instruments Incorporated (TXN) | 0.2 | $151M | +5% | 822k | 183.73 |
|
| Phillips 66 (PSX) | 0.2 | $147M | +3% | 1.1M | 136.04 |
|
| Caterpillar (CAT) | 0.2 | $147M | +3% | 307k | 477.17 |
|
| UnitedHealth (UNH) | 0.2 | $144M | +8% | 418k | 345.30 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.2 | $143M | 3.7M | 38.57 |
|
|
| Duke Energy Corp Com New (DUK) | 0.2 | $142M | +5% | 1.1M | 123.75 |
|
| Eaton Corp SHS (ETN) | 0.2 | $141M | 377k | 374.27 |
|
|
| International Business Machines (IBM) | 0.2 | $140M | +5% | 497k | 282.15 |
|
| Goldman Sachs (GS) | 0.2 | $140M | +3% | 176k | 796.42 |
|
| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.2 | $140M | +11% | 2.9M | 47.55 |
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.2 | $139M | -3% | 3.1M | 45.21 |
|
| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 0.2 | $139M | +3% | 1.3M | 104.51 |
|
| Palo Alto Networks (PANW) | 0.2 | $137M | +2% | 675k | 203.62 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.2 | $137M | +6% | 1.8M | 78.09 |
|
| Blackrock (BLK) | 0.2 | $135M | 115k | 1165.93 |
|
|
| Morgan Stanley Com New (MS) | 0.2 | $134M | +6% | 844k | 158.95 |
|
| Lam Research Corp Com New (LRCX) | 0.2 | $131M | 979k | 133.90 |
|
|
| Waste Management (WM) | 0.2 | $129M | 584k | 220.84 |
|
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.2 | $129M | +10% | 3.5M | 36.35 |
|
| Lowe's Companies (LOW) | 0.2 | $129M | +2% | 511k | 251.30 |
|
| Coca-Cola Company (KO) | 0.2 | $125M | 1.9M | 66.32 |
|
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.2 | $125M | +4% | 4.0M | 31.53 |
|
| Bank of America Corporation (BAC) | 0.2 | $124M | +13% | 2.4M | 51.59 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $124M | +23% | 2.3M | 53.40 |
|
| Arista Networks Com Shs (ANET) | 0.2 | $124M | -9% | 852k | 145.71 |
|
| Pepsi (PEP) | 0.2 | $124M | +8% | 879k | 140.44 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $119M | 1.6M | 74.37 |
|
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $118M | 3.7M | 31.63 |
|
|
| Booking Holdings (BKNG) | 0.2 | $116M | +4% | 22k | 5399.85 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $116M | 1.2M | 95.14 |
|
|
| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 0.1 | $112M | +4% | 2.0M | 55.33 |
|
| Uber Technologies (UBER) | 0.1 | $112M | +18% | 1.1M | 97.97 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.1 | $110M | +12% | 2.2M | 50.78 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $110M | 4.3M | 25.71 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $107M | 552k | 194.50 |
|
|
| Marathon Petroleum Corp (MPC) | 0.1 | $106M | -4% | 548k | 192.75 |
|
| Expedia Group Com New (EXPE) | 0.1 | $106M | +69% | 494k | 213.76 |
|
| Advanced Micro Devices (AMD) | 0.1 | $106M | -26% | 653k | 161.79 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.1 | $105M | +5% | 425k | 247.12 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $104M | +4% | 1.4M | 72.77 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $102M | 500k | 203.59 |
|
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $102M | 583k | 174.62 |
|
|
| Ge Aerospace Com New (GE) | 0.1 | $100M | +10% | 331k | 300.82 |
|
| Ishares Tr Glb Infrastr Etf (IGF) | 0.1 | $99M | +6% | 1.6M | 61.12 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $97M | +4% | 706k | 137.80 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $96M | 460k | 208.72 |
|
|
| salesforce (CRM) | 0.1 | $94M | -16% | 394k | 237.11 |
|
| Qualcomm (QCOM) | 0.1 | $92M | +4% | 552k | 166.36 |
|
| American Tower Reit (AMT) | 0.1 | $91M | +18% | 474k | 192.30 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $90M | +2% | 838k | 106.78 |
|
| Ishares Tr TRS FLT RT BD (TFLO) | 0.1 | $88M | 1.7M | 50.59 |
|
|
| McKesson Corporation (MCK) | 0.1 | $88M | +37% | 114k | 772.61 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $88M | -2% | 618k | 142.42 |
|
| Vanguard Admiral Fds Midcp 400 Val (IVOV) | 0.1 | $87M | 861k | 100.77 |
|
|
| Tree (TREE) | 0.1 | $87M | 1.3M | 64.73 |
|
|
| Cummins (CMI) | 0.1 | $86M | +6% | 204k | 422.40 |
|
| Marsh & McLennan Companies (MMC) | 0.1 | $86M | -7% | 426k | 201.55 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $84M | +15% | 339k | 246.60 |
|
| Danaher Corporation (DHR) | 0.1 | $83M | +2% | 422k | 197.23 |
|
| SYSCO Corporation (SYY) | 0.1 | $83M | 1.0M | 82.34 |
|
|
| Honeywell International (HON) | 0.1 | $80M | -14% | 380k | 210.51 |
|
| Kinder Morgan (KMI) | 0.1 | $80M | +9% | 2.8M | 28.31 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $79M | 2.8M | 27.90 |
|
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $79M | 1.7M | 46.81 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $78M | +13% | 457k | 171.73 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $78M | +3% | 556k | 140.94 |
|
| Fastenal Company (FAST) | 0.1 | $78M | +2% | 1.6M | 49.05 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $78M | 412k | 189.70 |
|
|
| United Rentals (URI) | 0.1 | $78M | -13% | 82k | 954.49 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $76M | +7% | 613k | 123.75 |
|
| Cme (CME) | 0.1 | $76M | +114% | 279k | 270.19 |
|
| Vanguard Admiral Fds Midcp 400 Grth (IVOG) | 0.1 | $75M | -8% | 631k | 119.48 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.1 | $75M | +6% | 171k | 435.46 |
|
| Citigroup Com New (C) | 0.1 | $75M | +71% | 734k | 101.50 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $73M | 151k | 485.01 |
|
|
| Applovin Corp Com Cl A (APP) | 0.1 | $73M | -12% | 102k | 718.54 |
|
| Cincinnati Financial Corporation (CINF) | 0.1 | $73M | 459k | 158.11 |
|
|
| Intuit (INTU) | 0.1 | $73M | +7% | 106k | 682.91 |
|
| Nike CL B (NKE) | 0.1 | $72M | -32% | 1.0M | 69.73 |
|
| United Parcel Service CL B (UPS) | 0.1 | $71M | 853k | 83.53 |
|
|
| Medtronic SHS (MDT) | 0.1 | $70M | +5% | 739k | 95.24 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.1 | $70M | 874k | 80.17 |
|
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.1 | $70M | -5% | 1.0M | 67.26 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $70M | 174k | 402.40 |
|
|
| Philip Morris International (PM) | 0.1 | $70M | -4% | 432k | 162.20 |
|
| Wells Fargo & Company (WFC) | 0.1 | $70M | +2% | 835k | 83.82 |
|
| Walt Disney Company (DIS) | 0.1 | $70M | 610k | 114.49 |
|
|
| Altria (MO) | 0.1 | $70M | +6% | 1.1M | 66.06 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $69M | +11% | 819k | 84.68 |
|
| Gilead Sciences (GILD) | 0.1 | $69M | 622k | 110.99 |
|
|
| S&p Global (SPGI) | 0.1 | $69M | -2% | 142k | 486.75 |
|
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.1 | $69M | 622k | 110.47 |
|
|
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.1 | $68M | -2% | 741k | 91.75 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $68M | +3% | 204k | 332.71 |
|
| NetApp (NTAP) | 0.1 | $68M | +4% | 570k | 118.47 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $67M | 402k | 167.33 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $67M | -4% | 1.1M | 62.47 |
|
| Emerson Electric (EMR) | 0.1 | $67M | -4% | 508k | 131.18 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $66M | +3% | 1.2M | 53.03 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $66M | +4% | 68k | 967.89 |
|
| Kkr & Co (KKR) | 0.1 | $66M | -4% | 505k | 129.95 |
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.1 | $65M | -20% | 1.5M | 42.03 |
|
| Deere & Company (DE) | 0.1 | $65M | -5% | 141k | 457.38 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $64M | 2.2M | 29.64 |
|
|
| Union Pacific Corporation (UNP) | 0.1 | $64M | -3% | 269k | 236.37 |
|
| Air Products & Chemicals (APD) | 0.1 | $63M | -2% | 232k | 272.74 |
|
| Synopsys (SNPS) | 0.1 | $63M | -13% | 128k | 493.34 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $63M | 105k | 595.96 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $62M | +3% | 209k | 297.73 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $61M | +6% | 765k | 79.94 |
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.1 | $61M | +7% | 1.2M | 48.84 |
|
| Paychex (PAYX) | 0.1 | $60M | -3% | 476k | 126.76 |
|
| Ishares Tr Ultra Short Dur (ICSH) | 0.1 | $60M | +4% | 1.2M | 50.75 |
|
| Applied Materials (AMAT) | 0.1 | $59M | 288k | 204.74 |
|
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.1 | $59M | +4% | 589k | 99.81 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $58M | +5% | 117k | 499.21 |
|
| Equinix (EQIX) | 0.1 | $58M | 75k | 783.38 |
|
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $58M | 483k | 119.51 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $58M | +3% | 406k | 142.06 |
|
| Verizon Communications (VZ) | 0.1 | $58M | +4% | 1.3M | 43.95 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $57M | +5% | 77k | 746.59 |
|
| Starbucks Corporation (SBUX) | 0.1 | $57M | -6% | 677k | 84.60 |
|
| American Electric Power Company (AEP) | 0.1 | $57M | +7% | 509k | 112.51 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $57M | -3% | 1.8M | 31.42 |
|
| 3M Company (MMM) | 0.1 | $57M | +5% | 365k | 155.18 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $56M | 456k | 122.45 |
|
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.1 | $56M | 1.1M | 49.95 |
|
|
| Dollar General (DG) | 0.1 | $56M | +5% | 540k | 103.35 |
|
| Vulcan Materials Company (VMC) | 0.1 | $56M | -15% | 181k | 307.58 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $56M | -11% | 161k | 346.21 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $55M | +3% | 459k | 120.50 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $55M | +2% | 815k | 67.83 |
|
| American Express Company (AXP) | 0.1 | $55M | -3% | 164k | 332.16 |
|
| Fiserv (FI) | 0.1 | $55M | -21% | 423k | 128.92 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $54M | +5% | 564k | 95.47 |
|
| Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 0.1 | $53M | 875k | 60.26 |
|
|
| Baker Hughes Company Cl A (BKR) | 0.1 | $52M | 1.1M | 48.72 |
|
|
| New York Life Investments Et Nyli Ftse Intern (HFXI) | 0.1 | $52M | 1.7M | 31.01 |
|
|
| Ishares Msci Emrg Chn (EMXC) | 0.1 | $52M | 769k | 67.51 |
|
|
| Ishares Tr Cr 5 10 Yr Etf (IMTB) | 0.1 | $52M | 1.2M | 44.21 |
|
|
| Automatic Data Processing (ADP) | 0.1 | $52M | 176k | 293.51 |
|
|
| Prologis (PLD) | 0.1 | $52M | +6% | 451k | 114.52 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $52M | 673k | 76.67 |
|
|
| Ishares Tr Us Infrastruc (IFRA) | 0.1 | $51M | 971k | 52.82 |
|
|
| Spdr Series Trust Portfolio Short (SPSB) | 0.1 | $51M | -2% | 1.7M | 30.29 |
|
| Illinois Tool Works (ITW) | 0.1 | $51M | -38% | 196k | 260.76 |
|
| Micron Technology (MU) | 0.1 | $51M | +16% | 305k | 167.32 |
|
| Fidelity Covington Trust Fundamental Larg (FFLC) | 0.1 | $51M | -2% | 976k | 52.04 |
|
| GSK Sponsored Adr (GSK) | 0.1 | $51M | +7% | 1.2M | 43.16 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $50M | +9% | 501k | 100.69 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.1 | $50M | +6% | 877k | 57.04 |
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.1 | $50M | 1.1M | 45.76 |
|
Past Filings by Mariner
SEC 13F filings are viewable for Mariner going back to 2010
- Mariner 2025 Q3 filed Nov. 14, 2025
- Mariner 2025 Q2 filed Aug. 14, 2025
- Mariner 2025 Q1 filed May 15, 2025
- Mariner 2024 Q4 filed Feb. 13, 2025
- 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