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 18.42% of Mariner's stock portfolio.
- Added to shares of these 10 stocks: APO (+$241M), BRK.A (+$191M), IVV (+$132M), AGG (+$126M), PGR (+$109M), LIN (+$104M), MRK (+$85M), NVDA (+$84M), IUSB (+$79M), VTV (+$73M).
- Started 268 new stock positions in DBL, FCFS, LAB, WOR, KNSA, EPS, CWH, INBX, CCRN, SPCE.
- Reduced shares in these 10 stocks: TSLA (-$193M), PRU (-$111M), ADBE (-$96M), AMD (-$94M), TXT (-$76M), BALL (-$55M), UNH (-$39M), DASH (-$32M), ALB (-$30M), SPDW (-$24M).
- Sold out of its positions in AIR, AGCO, ACMR, AEHR, MSOS, ALKT, ALGT, ALTR, ALMS, KORP.
- Mariner was a net buyer of stock by $2.9B.
- Mariner has $60B in assets under management (AUM), dropping by 0.92%.
- 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
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Portfolio Holdings for Mariner
Mariner holds 3429 positions in its portfolio as reported in the March 2025 quarterly 13F filing
Mariner has 3429 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Mariner March 31, 2025 positions
- Download the Mariner March 2025 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Apple (AAPL) | 5.3 | $3.2B | +2% | 14M | 222.11 |
|
Ishares Tr Core S&p500 Etf (IVV) | 4.5 | $2.7B | +5% | 4.8M | 561.90 |
|
NVIDIA Corporation (NVDA) | 3.4 | $2.1B | +4% | 19M | 108.39 |
|
Microsoft Corporation (MSFT) | 2.7 | $1.6B | +3% | 4.3M | 375.42 |
|
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.5 | $1.5B | +3% | 30M | 50.84 |
|
Amazon (AMZN) | 1.6 | $935M | +8% | 4.9M | 190.28 |
|
Ishares Tr Core Us Aggbd Et (AGG) | 1.5 | $914M | +15% | 9.2M | 98.92 |
|
Ishares Tr Core S&p Mcp Etf (IJH) | 1.3 | $798M | +6% | 14M | 58.35 |
|
Vanguard Index Fds Value Etf (VTV) | 1.3 | $774M | +10% | 4.5M | 172.71 |
|
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.2 | $745M | +3% | 1.3M | 559.11 |
|
JPMorgan Chase & Co. (JPM) | 1.1 | $681M | +3% | 2.8M | 245.28 |
|
Ishares Tr Core Msci Eafe (IEFA) | 1.1 | $655M | 8.6M | 75.68 |
|
|
Vanguard Index Fds Growth Etf (VUG) | 1.1 | $647M | +5% | 1.7M | 370.82 |
|
Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $614M | +5% | 4.0M | 154.64 |
|
Broadcom (AVGO) | 1.0 | $602M | +2% | 3.6M | 167.45 |
|
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.0 | $589M | +2% | 13M | 45.26 |
|
Meta Platforms Cl A (META) | 1.0 | $585M | +6% | 1.0M | 576.36 |
|
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $574M | +2% | 1.1M | 532.55 |
|
Ishares Tr Core Total Usd (IUSB) | 0.9 | $527M | +17% | 11M | 46.08 |
|
Procter & Gamble Company (PG) | 0.8 | $491M | +6% | 2.9M | 170.40 |
|
Eli Lilly & Co. (LLY) | 0.8 | $488M | +4% | 591k | 825.88 |
|
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.8 | $476M | +3% | 1.0M | 468.92 |
|
Vanguard Index Fds Total Stk Mkt (VTI) | 0.7 | $448M | +2% | 1.6M | 274.78 |
|
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.7 | $433M | 17M | 25.04 |
|
|
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.7 | $402M | +3% | 783k | 513.89 |
|
Vanguard Index Fds Mid Cap Etf (VO) | 0.7 | $401M | +10% | 1.5M | 258.62 |
|
Home Depot (HD) | 0.6 | $373M | +4% | 1.0M | 366.41 |
|
Tesla Motors (TSLA) | 0.6 | $365M | -34% | 1.4M | 259.19 |
|
Ishares Core Msci Emkt (IEMG) | 0.6 | $350M | +5% | 6.5M | 53.98 |
|
Wal-Mart Stores (WMT) | 0.6 | $348M | +6% | 4.0M | 87.77 |
|
Vanguard Index Fds Small Cp Etf (VB) | 0.6 | $348M | +11% | 1.6M | 221.75 |
|
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.6 | $340M | 3.7M | 92.83 |
|
|
Costco Wholesale Corporation (COST) | 0.6 | $338M | 357k | 945.65 |
|
|
Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.6 | $335M | +6% | 1.6M | 210.94 |
|
Visa Com Cl A (V) | 0.5 | $325M | +4% | 926k | 350.35 |
|
Mastercard Incorporated Cl A (MA) | 0.5 | $317M | 578k | 548.07 |
|
|
Amgen (AMGN) | 0.5 | $316M | +10% | 1.0M | 311.52 |
|
Metropcs Communications (TMUS) | 0.5 | $299M | +2% | 1.1M | 266.68 |
|
Apollo Global Mgmt (APO) | 0.5 | $291M | +487% | 2.1M | 136.94 |
|
Chevron Corporation (CVX) | 0.5 | $281M | 1.7M | 167.27 |
|
|
Johnson & Johnson (JNJ) | 0.5 | $281M | +4% | 1.7M | 165.82 |
|
Alphabet Cap Stk Cl C (GOOG) | 0.5 | $279M | +7% | 1.8M | 156.23 |
|
Vanguard Specialized Funds Div App Etf (VIG) | 0.5 | $277M | 1.4M | 193.99 |
|
|
Exxon Mobil Corporation (XOM) | 0.4 | $266M | +22% | 2.2M | 118.93 |
|
Servicenow (NOW) | 0.4 | $261M | +5% | 328k | 796.16 |
|
Merck & Co (MRK) | 0.4 | $246M | +52% | 2.7M | 89.75 |
|
Ishares Tr Msci Eafe Etf (EFA) | 0.4 | $239M | 2.9M | 81.74 |
|
|
McDonald's Corporation (MCD) | 0.4 | $235M | 752k | 312.24 |
|
|
Abbvie (ABBV) | 0.4 | $233M | +2% | 1.1M | 209.50 |
|
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.4 | $230M | 8.2M | 27.96 |
|
|
Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.4 | $226M | +26% | 2.4M | 95.37 |
|
UnitedHealth (UNH) | 0.4 | $226M | -14% | 431k | 523.70 |
|
Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.4 | $219M | +3% | 8.2M | 26.58 |
|
Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $219M | +682% | 274.00 | 798441.60 |
|
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.4 | $218M | -2% | 9.9M | 22.08 |
|
Stryker Corporation (SYK) | 0.4 | $218M | +2% | 584k | 372.20 |
|
Ishares Tr National Mun Etf (MUB) | 0.3 | $210M | +2% | 2.0M | 105.42 |
|
Ishares Tr S&p 500 Val Etf (IVE) | 0.3 | $209M | 1.1M | 190.52 |
|
|
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $204M | +3% | 563k | 361.09 |
|
PNC Financial Services (PNC) | 0.3 | $200M | +13% | 1.1M | 175.71 |
|
Nextera Energy (NEE) | 0.3 | $199M | +3% | 2.8M | 70.89 |
|
Nasdaq Omx (NDAQ) | 0.3 | $193M | +3% | 2.5M | 75.85 |
|
Corning Incorporated (GLW) | 0.3 | $190M | +7% | 4.2M | 45.78 |
|
Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $183M | -3% | 1.7M | 104.57 |
|
Vanguard Index Fds Real Estate Etf (VNQ) | 0.3 | $182M | +5% | 2.0M | 90.53 |
|
Take-Two Interactive Software (TTWO) | 0.3 | $181M | +4% | 872k | 207.30 |
|
Ishares Tr Core Div Grwth (DGRO) | 0.3 | $178M | -5% | 2.9M | 61.78 |
|
Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $176M | 8.9M | 19.79 |
|
|
Abbott Laboratories (ABT) | 0.3 | $171M | 1.3M | 132.63 |
|
|
Williams Companies (WMB) | 0.3 | $168M | +8% | 2.8M | 59.76 |
|
Thermo Fisher Scientific (TMO) | 0.3 | $168M | -4% | 337k | 497.62 |
|
TJX Companies (TJX) | 0.3 | $165M | +2% | 1.4M | 121.75 |
|
Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.3 | $164M | -12% | 4.5M | 36.42 |
|
Ishares Tr Core Msci Total (IXUS) | 0.3 | $161M | +4% | 2.3M | 69.89 |
|
Oracle Corporation (ORCL) | 0.3 | $160M | +6% | 1.1M | 139.82 |
|
Progressive Corporation (PGR) | 0.3 | $158M | +223% | 558k | 282.98 |
|
Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $156M | 509k | 306.74 |
|
|
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.3 | $156M | +4% | 3.1M | 49.62 |
|
Union Pacific Corporation (UNP) | 0.3 | $155M | +5% | 658k | 236.21 |
|
Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $153M | +8% | 434k | 352.62 |
|
Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.2 | $146M | -5% | 2.2M | 65.74 |
|
Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $145M | +3% | 1.7M | 85.07 |
|
Pepsi (PEP) | 0.2 | $144M | +3% | 962k | 149.93 |
|
Linde SHS (LIN) | 0.2 | $139M | +297% | 299k | 465.58 |
|
At&t (T) | 0.2 | $137M | 4.8M | 28.28 |
|
|
Cisco Systems (CSCO) | 0.2 | $135M | +5% | 2.2M | 61.71 |
|
Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $134M | 1.1M | 121.82 |
|
|
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.2 | $134M | +5% | 3.3M | 40.41 |
|
Waste Management (WM) | 0.2 | $131M | +2% | 567k | 231.51 |
|
Duke Energy Corp Com New (DUK) | 0.2 | $131M | +3% | 1.1M | 121.94 |
|
Netflix (NFLX) | 0.2 | $129M | +9% | 139k | 932.54 |
|
Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $128M | -9% | 640k | 199.49 |
|
Spdr Gold Tr Gold Shs (GLD) | 0.2 | $127M | +62% | 442k | 288.06 |
|
Trane Technologies SHS (TT) | 0.2 | $127M | +5% | 378k | 336.87 |
|
Texas Instruments Incorporated (TXN) | 0.2 | $126M | +6% | 698k | 179.70 |
|
Vanguard Bd Index Fds Intermed Term (BIV) | 0.2 | $124M | +2% | 1.6M | 76.57 |
|
Lululemon Athletica (LULU) | 0.2 | $123M | +4% | 433k | 283.18 |
|
Phillips 66 (PSX) | 0.2 | $123M | +4% | 993k | 123.46 |
|
Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $122M | 476k | 256.92 |
|
|
Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.2 | $117M | +7% | 3.5M | 32.99 |
|
Fiserv (FI) | 0.2 | $117M | +2% | 530k | 220.77 |
|
Lowe's Companies (LOW) | 0.2 | $116M | 498k | 233.20 |
|
|
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $115M | 1.6M | 73.45 |
|
|
Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $115M | +2% | 3.7M | 30.74 |
|
Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $114M | +4% | 1.2M | 93.66 |
|
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.2 | $114M | +46% | 2.4M | 47.04 |
|
Leidos Holdings (LDOS) | 0.2 | $113M | +6% | 837k | 134.93 |
|
Marsh & McLennan Companies (MMC) | 0.2 | $112M | +2% | 461k | 244.02 |
|
International Business Machines (IBM) | 0.2 | $111M | +24% | 447k | 248.66 |
|
Select Sector Spdr Tr Technology (XLK) | 0.2 | $108M | -5% | 524k | 206.48 |
|
Blackrock (BLK) | 0.2 | $107M | +3% | 113k | 946.48 |
|
Coca-Cola Company (KO) | 0.2 | $106M | +5% | 1.5M | 71.62 |
|
Kla Corp Com New (KLAC) | 0.2 | $105M | +8% | 155k | 679.66 |
|
AECOM Technology Corporation (ACM) | 0.2 | $104M | +3% | 1.1M | 92.73 |
|
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.2 | $102M | +18% | 1.3M | 80.37 |
|
Palo Alto Networks (PANW) | 0.2 | $102M | +7% | 598k | 170.69 |
|
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.2 | $98M | +10% | 3.8M | 25.89 |
|
Eaton Corp SHS (ETN) | 0.2 | $97M | +4% | 357k | 271.87 |
|
Dimensional Etf Trust Us Equity Market (DFUS) | 0.2 | $96M | +35% | 1.6M | 60.48 |
|
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.2 | $96M | 1.9M | 50.71 |
|
|
Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $96M | +3% | 509k | 188.16 |
|
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.2 | $93M | +4% | 1.8M | 51.07 |
|
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $92M | +7% | 4.3M | 21.52 |
|
Honeywell International (HON) | 0.2 | $91M | +3% | 432k | 211.74 |
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Booking Holdings (BKNG) | 0.2 | $91M | -5% | 20k | 4607.69 |
|
Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $91M | +23% | 567k | 160.45 |
|
United Parcel Service CL B (UPS) | 0.2 | $91M | +10% | 826k | 109.99 |
|
Bank of America Corporation (BAC) | 0.1 | $90M | 2.2M | 41.73 |
|
|
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.1 | $90M | +18% | 2.9M | 31.23 |
|
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $90M | +58% | 976k | 91.73 |
|
Morgan Stanley Com New (MS) | 0.1 | $89M | +4% | 763k | 116.67 |
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Goldman Sachs (GS) | 0.1 | $89M | +5% | 162k | 546.22 |
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $88M | -6% | 762k | 115.95 |
|
Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $88M | +9% | 514k | 170.89 |
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Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $88M | +3% | 830k | 105.60 |
|
Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $86M | +4% | 276k | 312.02 |
|
Marathon Petroleum Corp (MPC) | 0.1 | $86M | -4% | 593k | 144.61 |
|
Ishares Tr TRS FLT RT BD (TFLO) | 0.1 | $82M | +11% | 1.6M | 50.66 |
|
Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $81M | +3% | 435k | 186.25 |
|
Advanced Micro Devices (AMD) | 0.1 | $81M | -53% | 788k | 102.75 |
|
American Tower Reit (AMT) | 0.1 | $81M | +2% | 371k | 217.56 |
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Cadence Design Systems (CDNS) | 0.1 | $81M | +584% | 317k | 254.35 |
|
Illinois Tool Works (ITW) | 0.1 | $81M | +4% | 325k | 247.98 |
|
Caterpillar (CAT) | 0.1 | $79M | +4% | 241k | 329.80 |
|
Vanguard Admiral Fds Midcp 400 Val (IVOV) | 0.1 | $79M | +4% | 862k | 92.04 |
|
Ishares Tr Glb Infrastr Etf (IGF) | 0.1 | $79M | +4% | 1.4M | 54.67 |
|
Ishares Gold Tr Ishares New (IAU) | 0.1 | $79M | 1.3M | 58.96 |
|
|
Tree (TREE) | 0.1 | $78M | +6% | 1.6M | 50.27 |
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Qualcomm (QCOM) | 0.1 | $76M | 498k | 153.61 |
|
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Paychex (PAYX) | 0.1 | $75M | 489k | 154.28 |
|
|
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.1 | $74M | +6% | 383k | 193.02 |
|
Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $74M | +3% | 1.3M | 54.76 |
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salesforce (CRM) | 0.1 | $73M | +15% | 272k | 268.37 |
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Starbucks Corporation (SBUX) | 0.1 | $73M | 744k | 98.09 |
|
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Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $73M | +8% | 618k | 117.49 |
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Vanguard Admiral Fds Midcp 400 Grth (IVOG) | 0.1 | $71M | 691k | 103.17 |
|
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S&p Global (SPGI) | 0.1 | $70M | +71% | 138k | 507.98 |
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Kinder Morgan (KMI) | 0.1 | $70M | +2% | 2.5M | 28.53 |
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Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $69M | 538k | 128.90 |
|
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Lam Research Corp Com New (LRCX) | 0.1 | $69M | +2% | 951k | 72.70 |
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Palantir Technologies Cl A (PLTR) | 0.1 | $69M | +33% | 817k | 84.41 |
|
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $69M | 2.9M | 23.43 |
|
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Deere & Company (DE) | 0.1 | $69M | +7% | 147k | 469.25 |
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Air Products & Chemicals (APD) | 0.1 | $69M | 232k | 294.92 |
|
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $68M | +8% | 394k | 173.23 |
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Arista Networks Com Shs (ANET) | 0.1 | $68M | -12% | 874k | 77.49 |
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Comcast Corp Cl A (CMCSA) | 0.1 | $67M | -10% | 1.8M | 36.90 |
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Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $67M | 1.5M | 43.70 |
|
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Cincinnati Financial Corporation (CINF) | 0.1 | $65M | +421% | 440k | 147.72 |
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Gilead Sciences (GILD) | 0.1 | $65M | +5% | 579k | 112.05 |
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Sherwin-Williams Company (SHW) | 0.1 | $65M | -3% | 185k | 349.18 |
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Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $64M | 1.2M | 52.37 |
|
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General Mills (GIS) | 0.1 | $63M | +2% | 1.0M | 59.78 |
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Kkr & Co (KKR) | 0.1 | $62M | 537k | 115.61 |
|
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $62M | +67% | 373k | 165.98 |
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Uber Technologies (UBER) | 0.1 | $62M | +39% | 849k | 72.86 |
|
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $61M | +7% | 1.6M | 39.37 |
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Synopsys (SNPS) | 0.1 | $61M | +10% | 143k | 429.09 |
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Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.1 | $61M | +4% | 628k | 96.51 |
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Fastenal Company (FAST) | 0.1 | $60M | +3% | 779k | 77.55 |
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Medtronic SHS (MDT) | 0.1 | $60M | +4% | 671k | 89.86 |
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Danaher Corporation (DHR) | 0.1 | $60M | -6% | 290k | 205.02 |
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Philip Morris International (PM) | 0.1 | $59M | +6% | 373k | 158.72 |
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Blackstone Group Inc Com Cl A (BX) | 0.1 | $59M | +6% | 421k | 139.78 |
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United Rentals (URI) | 0.1 | $59M | -4% | 93k | 626.73 |
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Equinix (EQIX) | 0.1 | $58M | 72k | 815.14 |
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Emerson Electric (EMR) | 0.1 | $58M | +6% | 531k | 109.64 |
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Arch Cap Group Ord (ACGL) | 0.1 | $58M | 602k | 96.18 |
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Ishares Tr Ultra Short-term (ICSH) | 0.1 | $58M | +2% | 1.1M | 50.70 |
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Ishares Tr Core Msci Intl (IDEV) | 0.1 | $58M | 835k | 68.89 |
|
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $57M | 2.2M | 26.20 |
|
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Cummins (CMI) | 0.1 | $57M | +8% | 183k | 313.44 |
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MPLX Com Unit Rep Ltd (MPLX) | 0.1 | $57M | 1.1M | 53.56 |
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Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $57M | -4% | 117k | 485.05 |
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Wells Fargo & Company (WFC) | 0.1 | $56M | 786k | 71.79 |
|
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Bristol Myers Squibb (BMY) | 0.1 | $56M | +3% | 919k | 60.99 |
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Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $56M | -18% | 473k | 118.14 |
|
Altria (MO) | 0.1 | $56M | +42% | 927k | 60.02 |
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Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.1 | $55M | 1.1M | 48.35 |
|
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $55M | +3% | 693k | 78.94 |
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Verizon Communications (VZ) | 0.1 | $55M | -3% | 1.2M | 45.36 |
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SYSCO Corporation (SYY) | 0.1 | $55M | 727k | 75.04 |
|
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $54M | 102k | 533.40 |
|
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Raytheon Technologies Corp (RTX) | 0.1 | $54M | +4% | 406k | 132.46 |
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Automatic Data Processing (ADP) | 0.1 | $54M | +7% | 176k | 305.52 |
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Mondelez Intl Cl A (MDLZ) | 0.1 | $54M | +2% | 792k | 67.85 |
|
Prudential Financial (PRU) | 0.1 | $54M | -67% | 481k | 111.68 |
|
McKesson Corporation (MCK) | 0.1 | $53M | +3% | 79k | 672.98 |
|
Ishares Tr Core High Dv Etf (HDV) | 0.1 | $53M | +3% | 438k | 121.08 |
|
Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.1 | $53M | +3% | 158k | 334.48 |
|
Adobe Systems Incorporated (ADBE) | 0.1 | $53M | -64% | 137k | 383.53 |
|
Ishares Tr S&p 100 Etf (OEF) | 0.1 | $52M | -6% | 192k | 270.67 |
|
Spdr Ser Tr Portfolio Short (SPSB) | 0.1 | $52M | +4% | 1.7M | 30.10 |
|
Ishares Tr Cr 5 10 Yr Etf (IMTB) | 0.1 | $51M | +2% | 1.2M | 43.40 |
|
Vanguard World Mega Grwth Ind (MGK) | 0.1 | $51M | +3% | 165k | 308.88 |
|
Ishares Tr Select Divid Etf (DVY) | 0.1 | $51M | 379k | 134.20 |
|
|
Pure Storage Cl A (PSTG) | 0.1 | $50M | +3514% | 1.1M | 44.29 |
|
American Electric Power Company (AEP) | 0.1 | $50M | +176% | 458k | 109.19 |
|
Walt Disney Company (DIS) | 0.1 | $50M | 507k | 98.70 |
|
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Target Corporation (TGT) | 0.1 | $50M | 478k | 104.36 |
|
|
Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.1 | $50M | +3% | 2.2M | 23.16 |
|
Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $50M | 196k | 251.77 |
|
|
Palmer Square Capital Bdc In Com Shs (PSBD) | 0.1 | $49M | +62% | 3.7M | 13.32 |
|
Ge Aerospace Com New (GE) | 0.1 | $49M | +12% | 244k | 200.15 |
|
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 0.1 | $49M | +5% | 911k | 53.31 |
|
Vulcan Materials Company (VMC) | 0.1 | $49M | 208k | 233.28 |
|
|
Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $48M | +61% | 657k | 73.70 |
|
Ishares Tr Calif Mun Bd Etf (CMF) | 0.1 | $48M | -3% | 849k | 56.27 |
|
Fidelity Covington Trust Fundamental Larg (FFLC) | 0.1 | $48M | 1.1M | 43.50 |
|
|
Prologis (PLD) | 0.1 | $47M | +7% | 423k | 111.79 |
|
Intuitive Surgical Com New (ISRG) | 0.1 | $47M | +6% | 95k | 495.24 |
|
Baker Hughes Company Cl A (BKR) | 0.1 | $47M | +28% | 1.1M | 43.91 |
|
Lockheed Martin Corporation (LMT) | 0.1 | $47M | -14% | 104k | 446.70 |
|
Ishares Msci Emrg Chn (EMXC) | 0.1 | $46M | -7% | 839k | 55.09 |
|
NetApp (NTAP) | 0.1 | $46M | +3% | 519k | 87.84 |
|
Zoetis Cl A (ZTS) | 0.1 | $45M | +8% | 273k | 164.62 |
|
Expedia Group Com New (EXPE) | 0.1 | $45M | +5% | 267k | 168.10 |
|
New York Life Investments Et Nyli Ftse Intern (HFXI) | 0.1 | $45M | +3355% | 1.6M | 27.52 |
|
Ishares Tr Us Infrastruc (IFRA) | 0.1 | $44M | 979k | 45.07 |
|
|
Charles Schwab Corporation (SCHW) | 0.1 | $44M | +7% | 560k | 78.28 |
|
Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $42M | 246k | 172.27 |
|
|
American Express Company (AXP) | 0.1 | $42M | +5% | 155k | 269.04 |
|
Pfizer (PFE) | 0.1 | $42M | +7% | 1.6M | 25.34 |
|
Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.1 | $41M | +15% | 798k | 51.49 |
|
Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $41M | -8% | 411k | 100.00 |
|
American Centy Etf Tr Us Eqt Etf (AVUS) | 0.1 | $41M | 442k | 92.38 |
|
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.1 | $41M | +2% | 1.1M | 38.44 |
|
Dimensional Etf Trust Us High Profitab (DUHP) | 0.1 | $41M | +100% | 1.2M | 33.14 |
|
Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $40M | +77% | 488k | 82.73 |
|
Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $40M | +9% | 685k | 58.69 |
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Past Filings by Mariner
SEC 13F filings are viewable for Mariner going back to 2010
- 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
- Mariner 2021 Q3 filed Nov. 15, 2021
- Mariner 2021 Q2 filed Aug. 24, 2021