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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 19.77% of Mariner's stock portfolio.
Added to shares of these 10 stocks: TSLA (+$373M), SCHG (+$359M), NVDA (+$280M), SCHD (+$161M), SCHX (+$159M), SCHV (+$138M), AAPL (+$115M), QQQ (+$113M), BLK (+$113M), ANET (+$110M).
Started 292 new stock positions in PAYO, TRIN, GNK, AMCX, NXE, GSEP, JBND, JPEF, MJUS, CRVO.
Reduced shares in these 10 stocks: APO (-$248M), , Arista Networks (-$94M), MSFT (-$89M), OVV (-$78M), Lam Research Corporation (-$76M), ENPH (-$56M), DIS (-$40M), MAR (-$33M), TLT (-$28M).
Sold out of its positions in BFOR, AMC, AIN, AFB, Alternus, AMRC, AIV, APLS, MFIC, ASTH.
Mariner was a net buyer of stock by $3.7B.
Mariner has $60B in assets under management (AUM), dropping by 5.29%.
Central Index Key (CIK): 0001373442

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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 3378 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Mariner has 3378 total positions. Only the first 250 positions are shown.

Sign up to view all of the Mariner Dec. 31, 2024 positions
Download the Mariner December 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	5.9	$3.5B	+3%	14M	250.43	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.5	$2.7B	+3%	4.5M	588.68	View chart
NVIDIA Corporation (NVDA)	4.1	$2.4B	+12%	18M	134.31	View chart
Microsoft Corporation (MSFT)	2.9	$1.8B	-4%	4.2M	421.52	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.3	$1.4B	+2%	29M	47.82	View chart
Amazon (AMZN)	1.7	$996M	+2%	4.5M	219.41	View chart
Tesla Motors (TSLA)	1.5	$869M	+75%	2.2M	403.88	View chart
Broadcom (AVGO)	1.4	$812M	+3%	3.5M	231.90	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.3	$799M	+3%	13M	62.31	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.3	$772M	+9%	8.0M	96.90	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.3	$753M	+3%	1.3M	586.19	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.2	$709M	+3%	3.7M	189.32	View chart
Vanguard Index Fds Value Etf (VTV)	1.2	$687M		4.1M	169.30	View chart
Vanguard Index Fds Growth Etf (VUG)	1.1	$678M		1.7M	410.44	View chart
JPMorgan Chase & Co. (JPM)	1.1	$642M	+6%	2.7M	239.71	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.0	$617M	+3%	8.8M	70.28	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.9	$560M	+2%	13M	44.04	View chart
Meta Platforms Cl A (META)	0.9	$556M	+6%	950k	585.56	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$502M	+29%	983k	511.23	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.8	$479M	+300%	17M	27.87	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$477M		1.1M	453.28	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.8	$461M		1.6M	289.82	View chart
Procter & Gamble Company (PG)	0.8	$453M	+2%	2.7M	167.65	View chart
Ishares Tr Core Total Usd (IUSB)	0.7	$439M	+17%	9.7M	45.20	View chart
Eli Lilly & Co. (LLY)	0.7	$435M	+2%	564k	772.02	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$408M		757k	538.82	View chart
Home Depot (HD)	0.6	$378M	+6%	972k	388.99	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$373M	-2%	3.7M	101.53	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.6	$370M	+4%	1.4M	264.13	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.6	$352M	+10%	1.5M	235.27	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.6	$339M	+6%	1.4M	240.28	View chart
Wal-Mart Stores (WMT)	0.6	$337M	+4%	3.7M	90.35	View chart
Servicenow (NOW)	0.6	$328M	+3%	310k	1060.22	View chart
Costco Wholesale Corporation (COST)	0.5	$326M	+2%	356k	916.30	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$323M	+5%	6.2M	52.22	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$316M	+7%	1.7M	190.45	View chart
Mastercard Incorporated Cl A (MA)	0.5	$303M	+3%	575k	526.56	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.5	$280M	+11%	1.4M	195.83	View chart
Visa Com Cl A (V)	0.5	$279M	+3%	884k	316.03	View chart
UnitedHealth (UNH)	0.4	$256M		506k	505.88	View chart
Chevron Corporation (CVX)	0.4	$244M	+4%	1.7M	144.82	View chart
Metropcs Communications (TMUS)	0.4	$241M	+3%	1.1M	220.73	View chart
Amgen (AMGN)	0.4	$238M	+2%	914k	260.63	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.4	$236M	+205%	10M	23.18	View chart
Johnson & Johnson (JNJ)	0.4	$234M	+2%	1.6M	144.61	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$224M	+254%	8.2M	27.32	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.4	$223M		3.0M	75.61	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$219M	-2%	546k	401.61	View chart
McDonald's Corporation (MCD)	0.4	$215M	+8%	740k	289.88	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$211M		1.1M	190.88	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$208M	+3%	1.8M	115.22	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.3	$207M	+199%	8.0M	26.07	View chart
Advanced Micro Devices (AMD)	0.3	$206M		1.7M	120.81	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$206M	+13%	1.9M	106.55	View chart
Stryker Corporation (SYK)	0.3	$206M	+4%	571k	360.07	View chart
Exxon Mobil Corporation (XOM)	0.3	$196M	+3%	1.8M	107.57	View chart
Nextera Energy (NEE)	0.3	$194M	+7%	2.7M	71.69	View chart
PNC Financial Services (PNC)	0.3	$193M	+31%	1.0M	192.85	View chart
Abbvie (ABBV)	0.3	$192M	+2%	1.1M	177.69	View chart
Nasdaq Omx (NDAQ)	0.3	$191M	+4%	2.5M	77.31	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$187M	+41%	3.1M	61.34	View chart
Corning Incorporated (GLW)	0.3	$184M	+134%	3.9M	47.52	View chart
Thermo Fisher Scientific (TMO)	0.3	$183M		352k	520.22	View chart
Oracle Corporation (ORCL)	0.3	$179M	+5%	1.1M	166.64	View chart
Merck & Co (MRK)	0.3	$179M	+7%	1.8M	99.46	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.3	$176M	+4%	5.1M	34.13	View chart
Prudential Financial (PRU)	0.3	$175M	+3%	1.5M	118.53	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.3	$173M		1.9M	92.45	View chart
Adobe Systems Incorporated (ADBE)	0.3	$172M		386k	444.69	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$170M		1.9M	89.08	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$165M	+97%	8.9M	18.50	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.3	$163M		2.4M	68.94	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$163M		506k	322.16	View chart
TJX Companies (TJX)	0.3	$159M		1.3M	120.81	View chart
Lululemon Athletica (LULU)	0.3	$158M	+7%	414k	382.43	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$157M	+5%	709k	220.96	View chart
Take-Two Interactive Software (TTWO)	0.3	$154M	+4%	834k	184.09	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$150M	+18%	3.0M	50.13	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$146M		2.2M	66.14	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$145M		1.6M	88.40	View chart
Abbott Laboratories (ABT)	0.2	$144M		1.3M	113.11	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$144M		1.1M	128.67	View chart
Union Pacific Corporation (UNP)	0.2	$142M	+3%	621k	228.04	View chart
Pepsi (PEP)	0.2	$141M	-2%	927k	152.06	View chart
Williams Companies (WMB)	0.2	$139M		2.6M	54.12	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$137M	+11%	401k	342.21	View chart
Trane Technologies SHS (TT)	0.2	$133M	+4%	359k	369.36	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$129M	+5%	557k	232.52	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.2	$126M	+3%	3.1M	40.34	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$126M		467k	269.73	View chart
Texas Instruments Incorporated (TXN)	0.2	$123M	+3%	656k	187.51	View chart
Cisco Systems (CSCO)	0.2	$123M	+12%	2.1M	59.20	View chart
Lowe's Companies (LOW)	0.2	$121M		489k	246.80	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$117M	+2%	1.6M	74.73	View chart
AECOM Technology Corporation (ACM)	0.2	$116M	+3%	1.1M	106.82	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$114M		3.3M	34.59	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$114M	+2%	3.6M	31.44	View chart
Leidos Holdings (LDOS)	0.2	$114M	+4%	788k	144.05	View chart
Eaton Corp SHS (ETN)	0.2	$113M	+4%	341k	331.88	View chart
Blackrock (BLK)	0.2	$113M	NEW	110k	1025.13	View chart
Netflix (NFLX)	0.2	$113M		126k	891.33	View chart
Waste Management (WM)	0.2	$112M	+2%	555k	201.79	View chart
Duke Energy Corp Com New (DUK)	0.2	$112M	+2%	1.0M	107.74	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$111M	+4%	1.5M	71.91	View chart
Arista Networks Com Shs (ANET)	0.2	$110M	NEW	997k	110.55	View chart
At&t (T)	0.2	$108M	+3%	4.8M	22.76	View chart
Phillips 66 (PSX)	0.2	$108M	+5%	950k	113.91	View chart
Fiserv (FI)	0.2	$106M		516k	205.43	View chart
Booking Holdings (BKNG)	0.2	$104M	+5%	21k	4968.58	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$104M		1.2M	88.79	View chart
Palo Alto Networks (PANW)	0.2	$101M	+110%	555k	182.00	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$96M	+42%	813k	117.48	View chart
Marsh & McLennan Companies (MMC)	0.2	$95M		449k	212.41	View chart
Honeywell International (HON)	0.2	$95M	+22%	419k	225.90	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.2	$95M	+2%	1.1M	87.90	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$94M	+6%	1.9M	50.71	View chart
United Parcel Service CL B (UPS)	0.2	$94M		747k	126.10	View chart
Bank of America Corporation (BAC)	0.2	$94M		2.1M	43.95	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$93M		265k	351.79	View chart
Morgan Stanley Com New (MS)	0.2	$91M	+4%	727k	125.72	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$91M		492k	185.13	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$91M	+224%	4.0M	22.70	View chart
Kla Corp Com New (KLAC)	0.2	$90M		143k	630.19	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.2	$89M	+4%	1.7M	51.14	View chart
Goldman Sachs (GS)	0.1	$88M	+6%	153k	572.63	View chart
Coca-Cola Company (KO)	0.1	$88M	+7%	1.4M	62.26	View chart
Textron (TXT)	0.1	$87M	+4%	1.1M	76.49	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$87M	+3%	3.4M	25.37	View chart
Marathon Petroleum Corp (MPC)	0.1	$86M	-12%	621k	138.11	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$85M	+9%	803k	105.48	View chart
Caterpillar (CAT)	0.1	$84M	+2%	231k	362.76	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$84M	+10%	469k	178.08	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$83M	+8%	420k	198.18	View chart
International Business Machines (IBM)	0.1	$79M	+27%	360k	219.83	View chart
Illinois Tool Works (ITW)	0.1	$79M	-2%	312k	253.58	View chart
Vanguard Admiral Fds Midcp 400 Val (IVOV)	0.1	$79M		826k	95.56	View chart
salesforce (CRM)	0.1	$79M	-23%	235k	334.33	View chart
Kkr & Co (KKR)	0.1	$79M	-4%	531k	147.91	View chart
Vanguard Admiral Fds Midcp 400 Grth (IVOG)	0.1	$77M		684k	112.69	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$76M	+102%	2.9M	25.86	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.1	$76M	+42%	1.6M	46.07	View chart
Comcast Corp Cl A (CMCSA)	0.1	$76M	-3%	2.0M	37.53	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$76M	+13%	360k	210.45	View chart
Qualcomm (QCOM)	0.1	$75M		490k	153.62	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$75M	+3%	1.2M	63.75	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$74M	+4%	458k	161.77	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$74M	+5%	1.3M	56.48	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$73M	+5%	1.5M	50.47	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$72M		569k	126.75	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.1	$72M	+5%	1.4M	52.27	View chart
Danaher Corporation (DHR)	0.1	$72M	+36%	311k	229.55	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$71M	+7%	2.4M	29.20	View chart
United Rentals (URI)	0.1	$69M	+8%	98k	704.46	View chart
Paychex (PAYX)	0.1	$68M		487k	140.22	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$68M	+4%	394k	172.42	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$68M	+3%	532k	127.59	View chart
Starbucks Corporation (SBUX)	0.1	$68M		740k	91.25	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$67M	+808%	583k	115.55	View chart
Lam Research Corp Com New (LRCX)	0.1	$67M	NEW	928k	72.23	View chart
American Tower Reit (AMT)	0.1	$67M	+30%	363k	183.39	View chart
Equinix (EQIX)	0.1	$66M	+2%	70k	942.78	View chart
Air Products & Chemicals (APD)	0.1	$66M	+5%	228k	290.04	View chart
Ball Corporation (BALL)	0.1	$66M	+2%	1.2M	55.13	View chart
Kinder Morgan (KMI)	0.1	$66M	+3%	2.4M	27.40	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$66M	+3%	272k	242.13	View chart
Target Corporation (TGT)	0.1	$66M	+12%	485k	135.18	View chart
Sherwin-Williams Company (SHW)	0.1	$66M	+16%	193k	339.93	View chart
General Mills (GIS)	0.1	$65M	+4%	1.0M	63.77	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$65M	-17%	1.5M	41.82	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$65M	+4%	1.3M	49.51	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$64M	+7%	363k	175.23	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.1	$64M		599k	106.04	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$64M	+5%	1.2M	51.70	View chart
Synopsys (SNPS)	0.1	$63M	+5%	130k	485.39	View chart
Emerson Electric (EMR)	0.1	$62M		500k	123.93	View chart
Albemarle Corporation (ALB)	0.1	$62M	+2%	716k	86.08	View chart
Applovin Corp Com Cl A (APP)	0.1	$60M	-11%	186k	323.84	View chart
Apollo Global Mgmt (APO)	0.1	$60M	-80%	361k	165.75	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$60M	+205%	2.2M	27.71	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$59M		205k	288.96	View chart
Lockheed Martin Corporation (LMT)	0.1	$59M	+25%	122k	485.93	View chart
Cummins (CMI)	0.1	$59M	+6%	169k	348.60	View chart
NetApp (NTAP)	0.1	$58M		500k	116.08	View chart
Deere & Company (DE)	0.1	$58M		136k	423.73	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$57M		101k	569.55	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.1	$56M	+33%	617k	91.43	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$56M		154k	366.06	View chart
Tree (TREE)	0.1	$56M	-11%	1.5M	38.75	View chart
Walt Disney Company (DIS)	0.1	$56M	-41%	504k	111.35	View chart
Wells Fargo & Company (WFC)	0.1	$56M	+4%	797k	70.24	View chart
Ishares Tr Ultra Short-term (ICSH)	0.1	$56M	-27%	1.1M	50.43	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$56M		1.4M	38.37	View chart
Arch Cap Group Ord (ACGL)	0.1	$55M	+47%	600k	92.35	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$55M		198k	280.06	View chart
SYSCO Corporation (SYY)	0.1	$55M	+21%	720k	76.46	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$55M	+43%	159k	343.41	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.1	$54M	+5%	1.1M	47.77	View chart
Fastenal Company (FAST)	0.1	$54M		751k	71.91	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$54M	-4%	535k	100.34	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$53M	-2%	827k	64.47	View chart
Vulcan Materials Company (VMC)	0.1	$53M		205k	257.26	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$52M	+5%	671k	78.01	View chart
Medtronic SHS (MDT)	0.1	$51M		643k	79.88	View chart
Gilead Sciences (GILD)	0.1	$51M	+6%	551k	92.37	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$51M	+10%	881k	57.28	View chart
Fidelity Covington Trust Fundamental Larg (FFLC)	0.1	$51M	+3%	1.1M	45.89	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.1	$51M		1.1M	47.86	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$50M	+3%	908k	55.45	View chart
Bristol Myers Squibb (BMY)	0.1	$50M	+2%	887k	56.56	View chart
Verizon Communications (VZ)	0.1	$50M	+27%	1.3M	39.99	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$50M	-4%	379k	131.27	View chart
Microchip Technology (MCHP)	0.1	$50M	+48%	865k	57.34	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$49M		122k	402.62	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.1	$49M	-7%	1.6M	29.86	View chart
Ishares Tr Cr 5 10 Yr Etf (IMTB)	0.1	$49M	+3%	1.1M	42.44	View chart
Automatic Data Processing (ADP)	0.1	$48M	+5%	165k	292.73	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$48M	+33%	424k	112.25	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$47M	+116%	2.1M	22.70	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.1	$47M	+3%	866k	54.23	View chart
Expedia Group Com New (EXPE)	0.1	$47M	+821%	252k	186.33	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$47M	-3%	246k	189.98	View chart
Intuitive Surgical Com New (ISRG)	0.1	$47M	+5%	89k	521.99	View chart
Applied Materials (AMAT)	0.1	$47M	-18%	286k	162.64	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$46M	-3%	774k	59.73	View chart
Palantir Technologies Cl A (PLTR)	0.1	$46M	+22%	611k	75.63	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$46M	+5%	987k	46.29	View chart
Raytheon Technologies Corp (RTX)	0.1	$45M	+3%	387k	115.72	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$44M	+2%	71k	621.80	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$44M	+18%	457k	96.53	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$44M	+5%	223k	197.50	View chart
McKesson Corporation (MCK)	0.1	$44M	+3%	77k	569.92	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$44M	+13%	450k	96.83	View chart
American Express Company (AXP)	0.1	$43M	+3%	146k	296.79	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$43M	+33%	442k	96.92	View chart
Philip Morris International (PM)	0.1	$42M	+4%	352k	120.35	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$42M	-2%	1.0M	40.49	View chart
Prologis (PLD)	0.1	$42M		394k	105.70	View chart
Progressive Corporation (PGR)	0.1	$41M	+4%	173k	239.61	View chart
Zoetis Cl A (ZTS)	0.1	$41M	+4%	252k	162.92	View chart
Pfizer (PFE)	0.1	$41M	+12%	1.5M	26.53	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$40M	+32%	1.5M	26.63	View chart
S&p Global (SPGI)	0.1	$40M	+8%	81k	498.03	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$39M	+52%	1.3M	30.47	View chart
Charles Schwab Corporation (SCHW)	0.1	$39M	-14%	523k	74.01	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$38M	+9%	690k	55.66	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$38M	+18%	727k	52.47	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$38M	+4%	368k	103.30	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$38M	-7%	940k	40.41	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$38M	+11%	465k	81.58	View chart
AutoZone (AZO)	0.1	$38M	+8%	12k	3201.63	View chart

Past Filings by Mariner

SEC 13F filings are viewable for Mariner going back to 2010

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
Mariner 2021 Q1 filed May 7, 2021

View all past filings

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