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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 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

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

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

View all past filings

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