Mariner Wealth Advisors
Latest statistics and disclosures from Mariner's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, AAPL, MSFT, SPY, VEA, and represent 15.39% of Mariner's stock portfolio.
- Added to shares of these 10 stocks: IJH (+$116M), VEA (+$62M), IEFA (+$51M), LHX (+$48M), FITB (+$39M), COST (+$35M), MSFT (+$34M), EFA (+$31M), BA (+$27M), ISTB (+$27M).
- Started 117 new stock positions in M, SIX, SNDR, VGIT, VMBS, WPRT, SNBR, BXMT, SOXL, RCL.
- Reduced shares in these 10 stocks: USMV (-$64M), KNX (-$43M), ACWV (-$37M), FB (-$33M), BABA (-$23M), SCHG (-$22M), IBB (-$16M), SPLK (-$15M), ALB (-$14M), EMR (-$12M).
- Sold out of its positions in ALJJ, ARKK, AA, Apache Corporation, BAH, CenturyLink, CLBK, FAS, DISCA, ETRN.
- Mariner was a net buyer of stock by $656M.
- Mariner has $14B in assets under management (AUM), dropping by 10.00%.
- Central Index Key (CIK): 0001373442
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Portfolio Holdings for Mariner
Companies in the Mariner portfolio as of the March 2021 quarterly 13F filing
Mariner has 856 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Mariner March 31, 2021 positions
- Download the Mariner March 2021 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 6.5 | $933M | 2.3M | 397.82 | ||
| Apple (AAPL) | 3.2 | $457M | +4% | 3.7M | 122.15 | |
| Microsoft Corporation (MSFT) | 2.2 | $316M | +12% | 1.3M | 235.77 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.8 | $253M | +3% | 639k | 396.33 | |
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 1.7 | $248M | +33% | 5.0M | 49.11 | |
| Ishares Tr Core Msci Eafe (IEFA) | 1.7 | $242M | +26% | 3.4M | 72.05 | |
| Ishares Tr Msci Eafe Etf (EFA) | 1.7 | $238M | +15% | 3.1M | 75.87 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.6 | $232M | +99% | 892k | 260.28 | |
| Vanguard Index Fds Value Etf (VTV) | 1.6 | $226M | +4% | 1.7M | 131.46 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 1.6 | $223M | -4% | 2.0M | 113.83 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.6 | $223M | -8% | 1.7M | 129.78 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.3 | $187M | 1.9M | 96.03 | ||
| Amazon (AMZN) | 1.1 | $163M | +3% | 53k | 3094.04 | |
| Procter & Gamble Company (PG) | 1.1 | $161M | -3% | 1.2M | 135.43 | |
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| Vanguard Index Fds Growth Etf (VUG) | 1.0 | $146M | 567k | 257.04 | ||
| Ishares Tr Russell 2000 Etf (IWM) | 1.0 | $137M | 619k | 220.94 | ||
| JPMorgan Chase & Co. (JPM) | 0.9 | $127M | 837k | 152.23 | ||
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.9 | $123M | -4% | 1.9M | 65.28 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 0.9 | $123M | -34% | 1.8M | 69.19 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.8 | $121M | -3% | 1.9M | 65.11 | |
| Johnson & Johnson (JNJ) | 0.8 | $120M | 732k | 164.35 | ||
| UnitedHealth (UNH) | 0.8 | $115M | 310k | 372.08 | ||
| Visa Com Cl A (V) | 0.8 | $114M | -6% | 536k | 211.73 | |
| Home Depot (HD) | 0.8 | $109M | +5% | 355k | 305.25 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.7 | $103M | +4% | 699k | 147.08 | |
| Ishares Tr Core Msci Total (IXUS) | 0.7 | $103M | +2% | 1.5M | 70.28 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.7 | $96M | -8% | 2.6M | 37.62 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.6 | $91M | +6% | 993k | 91.86 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.6 | $91M | 834k | 108.53 | ||
| Verizon Communications (VZ) | 0.6 | $89M | +13% | 1.5M | 58.15 | |
| Walt Disney Company (DIS) | 0.6 | $86M | +19% | 468k | 184.52 | |
| F5 Networks (FFIV) | 0.6 | $85M | +8% | 408k | 208.62 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.6 | $81M | +3% | 335k | 243.04 | |
| Starbucks Corporation (SBUX) | 0.6 | $81M | 739k | 109.27 | ||
| Merck & Co (MRK) | 0.6 | $81M | +7% | 1.0M | 77.09 | |
| McDonald's Corporation (MCD) | 0.6 | $81M | 359k | 224.14 | ||
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $80M | +18% | 385k | 206.69 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.5 | $77M | +14% | 360k | 214.08 | |
| Microchip Technology (MCHP) | 0.5 | $75M | -11% | 483k | 155.21 | |
| Target Corporation (TGT) | 0.5 | $74M | 376k | 198.07 | ||
| Pepsi (PEP) | 0.5 | $73M | -8% | 514k | 141.45 | |
| Stryker Corporation (SYK) | 0.5 | $73M | +7% | 298k | 243.58 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $72M | +4% | 283k | 255.47 | |
| Lowe's Companies (LOW) | 0.5 | $72M | 379k | 190.18 | ||
| Vanguard Admiral Fds Midcp 400 Val (IVOV) | 0.5 | $72M | +9% | 460k | 156.26 | |
| Mastercard Incorporated Cl A (MA) | 0.5 | $72M | +6% | 201k | 356.06 | |
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.5 | $72M | +59% | 1.4M | 51.29 | |
| salesforce (CRM) | 0.5 | $72M | +9% | 337k | 211.87 | |
| Bank of America Corporation (BAC) | 0.5 | $71M | 1.8M | 38.69 | ||
| Vanguard Admiral Fds Midcp 400 Grth (IVOG) | 0.5 | $71M | 363k | 194.42 | ||
| Abbott Laboratories (ABT) | 0.5 | $70M | +4% | 580k | 119.84 | |
| Qualcomm (QCOM) | 0.5 | $69M | 522k | 132.59 | ||
| Chevron Corporation (CVX) | 0.5 | $69M | +7% | 660k | 104.79 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.5 | $69M | -4% | 947k | 72.92 | |
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.5 | $69M | +2% | 1.3M | 53.95 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.5 | $67M | +43% | 1.3M | 52.05 | |
| NVIDIA Corporation (NVDA) | 0.5 | $66M | +14% | 124k | 533.91 | |
| Selectquote Ord (SLQT) | 0.5 | $65M | +16% | 2.2M | 29.51 | |
| Costco Wholesale Corporation (COST) | 0.4 | $62M | +129% | 177k | 352.48 | |
| Wal-Mart Stores (WMT) | 0.4 | $62M | +10% | 458k | 135.83 | |
| Air Products & Chemicals (APD) | 0.4 | $62M | -12% | 219k | 281.34 | |
| Ishares Tr National Mun Etf (MUB) | 0.4 | $60M | -6% | 521k | 116.05 | |
| Eli Lilly & Co. (LLY) | 0.4 | $57M | +6% | 307k | 186.82 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.4 | $57M | +45% | 1.1M | 53.34 | |
| Thermo Fisher Scientific (TMO) | 0.4 | $57M | +9% | 126k | 456.38 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.4 | $57M | -4% | 378k | 151.55 | |
| Ishares Tr Core Div Grwth (DGRO) | 0.4 | $57M | +36% | 1.2M | 48.27 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.4 | $57M | +2% | 401k | 141.24 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.4 | $56M | +4% | 566k | 99.68 | |
| Illinois Tool Works (ITW) | 0.4 | $56M | 254k | 221.52 | ||
| Texas Instruments Incorporated (TXN) | 0.4 | $56M | +7% | 297k | 188.98 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $55M | +13% | 173k | 319.14 | |
| FedEx Corporation (FDX) | 0.4 | $54M | +3% | 192k | 284.04 | |
| 3M Company (MMM) | 0.4 | $54M | +95% | 280k | 192.68 | |
| Nike CL B (NKE) | 0.4 | $54M | +25% | 406k | 132.89 | |
| Union Pacific Corporation (UNP) | 0.4 | $54M | +14% | 244k | 220.41 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $54M | 26k | 2062.47 | ||
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $53M | +31% | 26k | 2068.64 | |
| Ii-vi (IIVI) | 0.4 | $53M | 772k | 68.37 | ||
| Ishares Tr Pfd And Incm Sec (PFF) | 0.4 | $52M | +23% | 1.4M | 38.40 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $52M | -7% | 322k | 159.96 | |
| L3harris Technologies (LHX) | 0.4 | $51M | +1376% | 252k | 202.68 | |
| Danaher Corporation (DHR) | 0.4 | $51M | +13% | 225k | 225.08 | |
| TJX Companies (TJX) | 0.3 | $50M | +3% | 750k | 66.15 | |
| Marsh & McLennan Companies (MMC) | 0.3 | $49M | +3% | 405k | 121.80 | |
| United Parcel Service CL B (UPS) | 0.3 | $49M | +3% | 285k | 169.99 | |
| Tesla Motors (TSLA) | 0.3 | $47M | 71k | 667.93 | ||
| Nextera Energy (NEE) | 0.3 | $47M | +17% | 624k | 75.61 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $47M | 171k | 276.26 | ||
| Bristol Myers Squibb (BMY) | 0.3 | $47M | -4% | 744k | 63.13 | |
| At&t (T) | 0.3 | $47M | 1.5M | 30.27 | ||
| Honeywell International (HON) | 0.3 | $46M | 214k | 217.07 | ||
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.3 | $46M | +14% | 283k | 160.86 | |
| Medtronic SHS (MDT) | 0.3 | $45M | -14% | 384k | 118.13 | |
| CVS Caremark Corporation (CVS) | 0.3 | $45M | 591k | 75.23 | ||
| Fifth Third Ban (FITB) | 0.3 | $43M | +1064% | 1.1M | 37.45 | |
| Broadcom (AVGO) | 0.3 | $42M | +9% | 92k | 463.65 | |
| Fiserv (FISV) | 0.3 | $42M | 353k | 119.04 | ||
| Facebook Cl A (FB) | 0.3 | $41M | -44% | 141k | 294.50 | |
| Select Sector Spdr Tr Technology (XLK) | 0.3 | $41M | 310k | 132.80 | ||
| Baidu Spon Adr Rep A (BIDU) | 0.3 | $41M | -8% | 187k | 217.55 | |
| Zimmer Holdings (ZBH) | 0.3 | $41M | -2% | 253k | 160.08 | |
| Kla Corp Com New (KLAC) | 0.3 | $41M | 123k | 330.38 | ||
| Kansas City Southern Com New (KSU) | 0.3 | $40M | +7% | 153k | 263.92 | |
| Boeing Company (BA) | 0.3 | $40M | +217% | 157k | 254.72 | |
| PNC Financial Services (PNC) | 0.3 | $40M | +15% | 226k | 175.41 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.3 | $39M | 399k | 96.71 | ||
| Arista Networks (ANET) | 0.3 | $38M | 127k | 301.88 | ||
| Paypal Holdings (PYPL) | 0.3 | $38M | +150% | 156k | 242.81 | |
| Ishares Core Msci Emkt (IEMG) | 0.3 | $37M | -20% | 579k | 64.36 | |
| Albemarle Corporation (ALB) | 0.3 | $37M | -27% | 255k | 146.11 | |
| Adobe Systems Incorporated (ADBE) | 0.3 | $37M | -2% | 77k | 475.33 | |
| Intercontinental Exchange (ICE) | 0.3 | $36M | +2% | 322k | 111.68 | |
| Micron Technology (MU) | 0.3 | $36M | +3% | 408k | 88.21 | |
| Waste Management (WM) | 0.2 | $36M | +3% | 277k | 129.02 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $35M | +21% | 160k | 221.34 | |
| Lockheed Martin Corporation (LMT) | 0.2 | $35M | -14% | 95k | 369.50 | |
| Lyondellbasell Industries N Shs - A - (LYB) | 0.2 | $35M | 338k | 104.05 | ||
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $35M | +29% | 632k | 54.68 | |
| Sherwin-Williams Company (SHW) | 0.2 | $35M | +28% | 47k | 737.93 | |
| Cisco Systems (CSCO) | 0.2 | $35M | +10% | 666k | 51.71 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.2 | $33M | -6% | 70k | 476.06 | |
| Cincinnati Financial Corporation (CINF) | 0.2 | $33M | 319k | 103.09 | ||
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $32M | -9% | 194k | 165.61 | |
| Nasdaq Omx (NDAQ) | 0.2 | $32M | +17% | 217k | 147.46 | |
| General Mills (GIS) | 0.2 | $32M | +23% | 517k | 61.32 | |
| Us Bancorp Del Com New (USB) | 0.2 | $32M | -3% | 570k | 55.31 | |
| Abbvie (ABBV) | 0.2 | $31M | +3% | 287k | 108.21 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.2 | $31M | +7% | 416k | 74.43 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $31M | -3% | 337k | 91.60 | |
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.2 | $30M | +9% | 549k | 55.18 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $30M | -7% | 83k | 364.31 | |
| Lululemon Athletica (LULU) | 0.2 | $30M | -28% | 97k | 306.73 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $30M | -4% | 401k | 73.93 | |
| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $30M | -24% | 164k | 179.83 | |
| Pfizer (PFE) | 0.2 | $29M | +4% | 809k | 36.23 | |
| Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $29M | +35% | 291k | 100.46 | |
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.2 | $29M | -27% | 396k | 72.99 | |
| Ishares Gold Tr Ishares | 0.2 | $29M | 1.8M | 16.26 | ||
| Elanco Animal Health (ELAN) | 0.2 | $28M | 959k | 29.45 | ||
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.2 | $28M | 280k | 100.74 | ||
| Equinix (EQIX) | 0.2 | $27M | 40k | 679.57 | ||
| Fastenal Company (FAST) | 0.2 | $27M | +8% | 541k | 50.28 | |
| Ishares Tr Select Divid Etf (DVY) | 0.2 | $26M | -2% | 226k | 114.11 | |
| Digital Realty Trust (DLR) | 0.2 | $26M | +26% | 182k | 140.84 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $25M | +6% | 137k | 185.30 | |
| Veeva Sys Cl A Com (VEEV) | 0.2 | $25M | NEW | 96k | 261.20 | |
| AECOM Technology Corporation (ACM) | 0.2 | $25M | +22% | 389k | 64.11 | |
| Ishares Msci Gbl Min Vol (ACWV) | 0.2 | $25M | -60% | 251k | 98.66 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $25M | -2% | 443k | 55.83 | |
| Rockwell Automation (ROK) | 0.2 | $25M | +3% | 93k | 265.44 | |
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.2 | $24M | +3% | 239k | 101.91 | |
| SYSCO Corporation (SYY) | 0.2 | $24M | +24% | 309k | 78.74 | |
| Phillips 66 (PSX) | 0.2 | $24M | +20% | 298k | 81.54 | |
| Becton, Dickinson and (BDX) | 0.2 | $24M | +6% | 97k | 243.16 | |
| Lam Research Corporation (LRCX) | 0.2 | $24M | +4% | 40k | 595.23 | |
| Intel Corporation (INTC) | 0.2 | $23M | -7% | 358k | 64.00 | |
| Comcast Corp Cl A (CMCSA) | 0.2 | $23M | -11% | 422k | 54.11 | |
| Aptiv SHS (APTV) | 0.2 | $23M | NEW | 164k | 137.89 | |
| Vanguard World Fds Health Car Etf (VHT) | 0.2 | $22M | -7% | 95k | 228.75 | |
| Paychex (PAYX) | 0.2 | $22M | +5% | 222k | 98.02 | |
| Citizens Financial (CFG) | 0.2 | $22M | +4% | 491k | 44.15 | |
| Zoetis Cl A (ZTS) | 0.2 | $22M | +3% | 137k | 157.48 | |
| Andersons (ANDE) | 0.1 | $21M | 759k | 27.38 | ||
| Ishares Msci Emerg Mrkt (EEMV) | 0.1 | $20M | -17% | 320k | 63.16 | |
| Tyson Foods Cl A (TSN) | 0.1 | $20M | +26% | 272k | 74.30 | |
| Ishares Tr Glb Infrastr Etf (IGF) | 0.1 | $20M | +26% | 433k | 45.07 | |
| Truist Financial Corp equities (TFC) | 0.1 | $19M | +6% | 330k | 58.32 | |
| Leidos Holdings (LDOS) | 0.1 | $19M | +24% | 192k | 96.28 | |
| Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.1 | $19M | -33% | 105k | 176.34 | |
| MPLX Com Unit Rep Ltd (MPLX) | 0.1 | $18M | 712k | 25.63 | ||
| Ishares Tr U.s. Real Es Etf (IYR) | 0.1 | $18M | +10% | 197k | 91.94 | |
| Mondelez Intl Cl A (MDLZ) | 0.1 | $17M | +8% | 295k | 58.53 | |
| Marriott Intl Cl A (MAR) | 0.1 | $17M | +200% | 115k | 148.11 | |
| Duke Energy Corp Com New (DUK) | 0.1 | $17M | -6% | 172k | 96.53 | |
| Coca-Cola Company (KO) | 0.1 | $16M | 311k | 52.71 | ||
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $16M | 162k | 101.10 | ||
| Ishares Tr Msci Kld400 Soc (DSI) | 0.1 | $16M | +3% | 208k | 76.36 | |
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $16M | +35% | 360k | 43.78 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $16M | +3% | 154k | 102.06 | |
| Intuit (INTU) | 0.1 | $16M | -4% | 41k | 383.06 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $16M | +30% | 145k | 107.82 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $15M | -4% | 67k | 223.82 | |
| Williams Companies (WMB) | 0.1 | $15M | +2% | 625k | 23.69 | |
| Anthem (ANTM) | 0.1 | $15M | -5% | 41k | 358.94 | |
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.1 | $15M | +4% | 550k | 26.36 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $14M | +13% | 448k | 31.78 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $14M | +10% | 43k | 330.17 | |
| Enterprise Products Partners (EPD) | 0.1 | $14M | -4% | 617k | 22.02 | |
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $14M | +7% | 57k | 237.23 | |
| Edwards Lifesciences (EW) | 0.1 | $13M | -2% | 161k | 83.64 | |
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $13M | -41% | 261k | 51.31 | |
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.1 | $13M | +5% | 163k | 81.99 | |
| Hershey Company (HSY) | 0.1 | $13M | 84k | 158.17 | ||
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $13M | 122k | 109.30 | ||
| Marathon Petroleum Corp (MPC) | 0.1 | $13M | 248k | 53.49 | ||
| Automatic Data Processing (ADP) | 0.1 | $13M | +5% | 69k | 188.47 | |
| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $13M | -11% | 101k | 128.23 | |
| BlackRock (BLK) | 0.1 | $13M | -21% | 17k | 753.93 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $13M | -6% | 108k | 118.03 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $13M | +6% | 130k | 97.32 | |
| Amgen (AMGN) | 0.1 | $13M | -13% | 51k | 248.81 | |
| Oracle Corporation (ORCL) | 0.1 | $13M | +9% | 180k | 70.17 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $13M | -8% | 42k | 300.73 | |
| S&p Global (SPGI) | 0.1 | $12M | +43% | 35k | 352.87 | |
| Jpmorgan Chase & Co Alerian Ml Etn (AMJ) | 0.1 | $12M | 742k | 16.58 | ||
| Spdr Index Shs Fds S&p Gblinf Etf (GII) | 0.1 | $12M | +3% | 239k | 51.44 | |
| Global X Fds Us Infr Dev Etf (PAVE) | 0.1 | $12M | +75% | 486k | 25.06 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $12M | -47% | 157k | 77.27 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $12M | -66% | 52k | 226.73 | |
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $12M | -16% | 250k | 46.61 | |
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.1 | $12M | +146% | 195k | 59.23 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $11M | -12% | 96k | 118.26 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $11M | +3% | 41k | 274.64 | |
| Cme (CME) | 0.1 | $11M | 55k | 204.24 | ||
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $11M | -3% | 174k | 64.04 | |
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $11M | -10% | 304k | 35.36 | |
| Ecolab (ECL) | 0.1 | $11M | +14% | 50k | 214.07 | |
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $11M | +36% | 49k | 214.60 | |
| Northern Trust Corporation (NTRS) | 0.1 | $11M | +4% | 100k | 105.11 | |
| Steris Shs Usd (STE) | 0.1 | $11M | NEW | 55k | 190.47 | |
| Wec Energy Group (WEC) | 0.1 | $11M | +16% | 112k | 93.59 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $11M | -8% | 66k | 159.47 | |
| Canadian Natl Ry (CNI) | 0.1 | $10M | +3% | 90k | 115.98 | |
| Morgan Stanley Com New (MS) | 0.1 | $10M | +42% | 132k | 77.66 | |
| Chubb (CB) | 0.1 | $10M | -8% | 64k | 157.98 | |
| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $10M | 80k | 125.50 | ||
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $9.9M | +11% | 74k | 134.87 | |
| Deere & Company (DE) | 0.1 | $9.9M | +11% | 26k | 374.13 | |
| Ishares Tr Short Treas Bd (SHV) | 0.1 | $9.8M | -32% | 88k | 110.51 | |
| Netflix (NFLX) | 0.1 | $9.7M | +12% | 19k | 521.66 | |
| Philip Morris International (PM) | 0.1 | $9.7M | 109k | 88.74 | ||
| Altria (MO) | 0.1 | $9.7M | +4% | 189k | 51.16 | |
| Docusign (DOCU) | 0.1 | $9.4M | 47k | 202.46 | ||
| Emerson Electric (EMR) | 0.1 | $9.4M | -56% | 105k | 90.22 | |
| NetApp (NTAP) | 0.1 | $9.4M | +250% | 129k | 72.67 | |
| International Business Machines (IBM) | 0.1 | $9.0M | +4% | 68k | 133.26 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $8.9M | +41% | 63k | 141.65 | |
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $8.7M | NEW | 80k | 108.88 | |
| Norfolk Southern (NSC) | 0.1 | $8.6M | +16% | 32k | 268.53 | |
| Servicenow (NOW) | 0.1 | $8.6M | +5% | 17k | 500.00 | |
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.1 | $8.5M | +9% | 225k | 37.90 | |
| ON Semiconductor (ON) | 0.1 | $8.5M | -10% | 205k | 41.61 | |
| Wells Fargo & Company (WFC) | 0.1 | $8.4M | +16% | 214k | 39.07 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $8.3M | 87k | 94.89 | ||
| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.1 | $8.2M | 93k | 87.82 | ||
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $8.1M | 104k | 78.37 | ||
| Fidelity National Information Services (FIS) | 0.1 | $8.1M | +22% | 57k | 140.61 | |
| Caterpillar (CAT) | 0.1 | $7.7M | +4% | 33k | 231.88 | |
| Oneok (OKE) | 0.1 | $7.6M | +6% | 150k | 50.66 | |
Past Filings by Mariner
SEC 13F filings are viewable for Mariner going back to 2010
- 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
- Mariner 2019 Q4 filed Feb. 13, 2020
- Mariner 2019 Q3 filed Nov. 13, 2019
- Mariner 2019 Q2 filed Aug. 14, 2019
- Mariner 2019 Q1 filed May 15, 2019
- Mariner 2018 Q4 filed Feb. 13, 2019
- Mariner 2018 Q3 filed Nov. 14, 2018
- Mariner 2018 Q2 filed Aug. 14, 2018
- Mariner 2018 Q1 filed May 15, 2018
- Mariner Wealth Advisors 2017 Q4 filed Feb. 9, 2018
- Mariner Wealth Advisors 2017 Q3 filed Nov. 14, 2017
- Mariner Wealth Advisors 2017 Q2 filed Aug. 11, 2017