Mariner Wealth Advisors
Latest statistics and disclosures from Mariner's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, AAPL, VEA, MSFT, SPY, and represent 14.00% of Mariner's stock portfolio.
- Added to shares of these 10 stocks: AAPL (+$214M), SHV (+$143M), SPY (+$131M), IEI (+$118M), IVV (+$98M), MSFT (+$96M), GOOGL (+$85M), QQQ (+$78M), VIG (+$76M), AGG (+$74M).
- Started 464 new stock positions in PBTP, EVLV, ALG, FLEH, GEVO, FLS, ENS, DRIV, CZR, STC.
- Reduced shares in these 10 stocks: DIS (-$36M), NTAP (-$28M), BIV (-$26M), VWO (-$23M), VZ (-$21M), MPC (-$16M), FLXS (-$15M), BNDX (-$15M), VXF (-$15M), JPST (-$14M).
- Sold out of its positions in Amtd Intl, Abiomed, ACXP, ALRM, Alleghany Corporation, ATUS, UHAL, ABUS, Arcimoto, Avalara.
- Mariner was a net buyer of stock by $4.1B.
- Mariner has $31B in assets under management (AUM), dropping by 24.36%.
- Central Index Key (CIK): 0001373442
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Portfolio Holdings for Mariner
Mariner holds 2737 positions in its portfolio as reported in the December 2022 quarterly 13F filing
Mariner has 2737 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Mariner Dec. 31, 2022 positions
- Download the Mariner December 2022 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 4.2 | $1.3B | +8% | 3.4M | 384.21 |
|
| Apple (AAPL) | 3.5 | $1.1B | +24% | 8.4M | 129.93 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.5 | $788M | +2% | 19M | 41.97 |
|
| Microsoft Corporation (MSFT) | 2.2 | $680M | +16% | 2.8M | 239.82 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.6 | $483M | +36% | 1.3M | 382.43 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.5 | $459M | +13% | 1.9M | 241.89 |
|
| Vanguard Index Fds Value Etf (VTV) | 1.4 | $441M | +8% | 3.1M | 140.37 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.2 | $380M | +4% | 6.2M | 61.64 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.2 | $368M | +24% | 3.8M | 96.99 |
|
| Apollo Global Mgmt (APO) | 1.2 | $363M | 5.7M | 63.79 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.0 | $316M | -6% | 8.1M | 38.98 |
|
| Procter & Gamble Company (PG) | 1.0 | $298M | +12% | 2.0M | 151.56 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.9 | $277M | +4% | 1.4M | 191.19 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $271M | +7% | 876k | 308.90 |
|
| UnitedHealth (UNH) | 0.8 | $254M | +5% | 480k | 530.18 |
|
| JPMorgan Chase & Co. (JPM) | 0.8 | $250M | +5% | 1.9M | 134.10 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $243M | +53% | 2.8M | 88.23 |
|
| Amazon (AMZN) | 0.8 | $242M | +15% | 2.9M | 84.00 |
|
| Johnson & Johnson (JNJ) | 0.8 | $240M | +14% | 1.4M | 176.64 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.7 | $231M | 4.0M | 58.50 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.7 | $231M | +4% | 1.1M | 213.11 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.7 | $223M | 3.4M | 65.64 |
|
|
| Chevron Corporation (CVX) | 0.7 | $205M | +13% | 1.1M | 179.49 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.7 | $204M | +58% | 1.3M | 151.85 |
|
| Home Depot (HD) | 0.7 | $203M | +4% | 644k | 315.86 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.6 | $200M | +6% | 569k | 351.34 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.6 | $194M | +12% | 3.5M | 55.56 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.6 | $186M | +2% | 4.1M | 45.15 |
|
| Broadcom (AVGO) | 0.6 | $185M | +22% | 331k | 559.13 |
|
| Eli Lilly & Co. (LLY) | 0.6 | $173M | +6% | 473k | 365.84 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.5 | $170M | +539% | 1.6M | 107.70 |
|
| McDonald's Corporation (MCD) | 0.5 | $168M | +12% | 636k | 263.54 |
|
| Visa Com Cl A (V) | 0.5 | $168M | +12% | 807k | 207.76 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.5 | $167M | +12% | 911k | 183.54 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.5 | $166M | +2% | 1.1M | 145.07 |
|
| Merck & Co (MRK) | 0.5 | $161M | +11% | 1.4M | 110.95 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.5 | $160M | +6% | 2.4M | 66.02 |
|
| Mastercard Incorporated Cl A (MA) | 0.5 | $158M | +13% | 454k | 347.78 |
|
| Thermo Fisher Scientific (TMO) | 0.5 | $158M | +3% | 286k | 550.69 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.5 | $155M | +8% | 1.3M | 120.60 |
|
| Wal-Mart Stores (WMT) | 0.5 | $154M | 1.1M | 141.79 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.5 | $152M | +4% | 1.8M | 82.48 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.5 | $150M | +13% | 2.0M | 75.54 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.5 | $150M | +5% | 4.6M | 32.21 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $147M | +111% | 552k | 266.28 |
|
| Nextera Energy (NEE) | 0.5 | $147M | +6% | 1.8M | 83.60 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.5 | $146M | +12% | 716k | 203.81 |
|
| NVIDIA Corporation (NVDA) | 0.5 | $146M | +18% | 997k | 146.14 |
|
| Pepsi (PEP) | 0.5 | $144M | +11% | 799k | 180.66 |
|
| Costco Wholesale Corporation (COST) | 0.5 | $144M | 315k | 456.50 |
|
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.5 | $142M | +477% | 1.2M | 114.89 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $136M | 779k | 174.36 |
|
|
| Abbott Laboratories (ABT) | 0.4 | $135M | +4% | 1.2M | 109.79 |
|
| Ishares Core Msci Emkt (IEMG) | 0.4 | $134M | +52% | 2.9M | 46.70 |
|
| Abbvie (ABBV) | 0.4 | $134M | +14% | 828k | 161.57 |
|
| Bristol Myers Squibb (BMY) | 0.4 | $132M | +20% | 1.8M | 71.95 |
|
| Ishares Tr National Mun Etf (MUB) | 0.4 | $132M | +36% | 1.3M | 105.52 |
|
| Danaher Corporation (DHR) | 0.4 | $131M | +4% | 495k | 265.42 |
|
| Union Pacific Corporation (UNP) | 0.4 | $129M | +17% | 624k | 207.07 |
|
| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 0.4 | $127M | +29% | 2.7M | 47.86 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $127M | +6% | 1.3M | 94.64 |
|
| Nike CL B (NKE) | 0.4 | $122M | +10% | 1.0M | 117.04 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.4 | $121M | +11% | 1.7M | 72.10 |
|
| Pfizer (PFE) | 0.4 | $115M | +15% | 2.2M | 51.24 |
|
| Starbucks Corporation (SBUX) | 0.4 | $115M | +6% | 1.2M | 99.20 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $114M | +12% | 1.0M | 110.31 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.4 | $114M | 2.0M | 57.88 |
|
|
| Stryker Corporation (SYK) | 0.4 | $111M | 452k | 244.49 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.3 | $109M | -10% | 2.2M | 49.49 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.3 | $109M | +21% | 1.3M | 84.80 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.3 | $107M | +88% | 1.2M | 91.47 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $106M | +18% | 494k | 214.24 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.3 | $105M | +10% | 2.1M | 50.00 |
|
| Tesla Motors (TSLA) | 0.3 | $102M | +11% | 825k | 123.18 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $102M | +26% | 1.1M | 88.73 |
|
| Bank of America Corporation (BAC) | 0.3 | $98M | +3% | 3.0M | 33.12 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.3 | $95M | -7% | 913k | 104.27 |
|
| Duke Energy Corp Com New (DUK) | 0.3 | $93M | +11% | 899k | 102.99 |
|
| Prudential Financial (PRU) | 0.3 | $92M | +8% | 927k | 99.46 |
|
| Lowe's Companies (LOW) | 0.3 | $91M | +2% | 455k | 199.24 |
|
| Marsh & McLennan Companies (MMC) | 0.3 | $88M | +5% | 533k | 165.48 |
|
| United Parcel Service CL B (UPS) | 0.3 | $86M | +20% | 496k | 173.84 |
|
| Texas Instruments Incorporated (TXN) | 0.3 | $86M | +6% | 519k | 165.26 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.3 | $86M | +9% | 565k | 151.65 |
|
| Honeywell International (HON) | 0.3 | $84M | +23% | 391k | 214.30 |
|
| Target Corporation (TGT) | 0.3 | $84M | +14% | 561k | 149.11 |
|
| Adobe Systems Incorporated (ADBE) | 0.3 | $84M | +62% | 249k | 336.56 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.3 | $81M | 2.7M | 30.53 |
|
|
| TJX Companies (TJX) | 0.3 | $80M | +7% | 1.0M | 79.60 |
|
| Nasdaq Omx (NDAQ) | 0.3 | $79M | +4% | 1.3M | 61.35 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.3 | $79M | +207% | 1.8M | 44.98 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $78M | -15% | 369k | 210.52 |
|
| Cisco Systems (CSCO) | 0.2 | $77M | +15% | 1.6M | 47.64 |
|
| Verizon Communications (VZ) | 0.2 | $76M | -21% | 1.9M | 39.40 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.2 | $76M | +54% | 1.7M | 44.93 |
|
| Walt Disney Company (DIS) | 0.2 | $75M | -32% | 858k | 86.88 |
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.2 | $75M | -7% | 1.6M | 46.44 |
|
| PNC Financial Services (PNC) | 0.2 | $72M | +6% | 459k | 157.94 |
|
| CVS Caremark Corporation (CVS) | 0.2 | $72M | 777k | 93.19 |
|
|
| Vanguard Admiral Fds Midcp 400 Val (IVOV) | 0.2 | $72M | 471k | 153.42 |
|
|
| Phillips 66 (PSX) | 0.2 | $70M | +8% | 674k | 104.08 |
|
| Illinois Tool Works (ITW) | 0.2 | $70M | 316k | 220.36 |
|
|
| Waste Management (WM) | 0.2 | $68M | +4% | 433k | 156.88 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.2 | $68M | +44% | 2.8M | 24.28 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.2 | $68M | +191% | 1.7M | 38.89 |
|
| Coca-Cola Company (KO) | 0.2 | $65M | +17% | 1.0M | 63.59 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $63M | +19% | 361k | 174.20 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.2 | $61M | +30% | 491k | 124.44 |
|
| Amgen (AMGN) | 0.2 | $61M | +7% | 232k | 262.64 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $61M | +5% | 1.5M | 40.51 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.2 | $61M | -19% | 457k | 132.86 |
|
| AECOM Technology Corporation (ACM) | 0.2 | $60M | +3% | 710k | 84.93 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $60M | +2% | 224k | 266.96 |
|
| Metropcs Communications (TMUS) | 0.2 | $60M | +378% | 426k | 140.00 |
|
| Air Products & Chemicals (APD) | 0.2 | $60M | +4% | 193k | 308.26 |
|
| Anthem (ELV) | 0.2 | $59M | 115k | 512.98 |
|
|
| Vanguard Admiral Fds Midcp 400 Grth (IVOG) | 0.2 | $59M | -2% | 348k | 169.32 |
|
| Servicenow (NOW) | 0.2 | $59M | +3% | 151k | 388.27 |
|
| BlackRock (BLK) | 0.2 | $59M | +6% | 83k | 708.62 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $58M | -5% | 1.3M | 44.81 |
|
| Qualcomm (QCOM) | 0.2 | $57M | -5% | 522k | 109.94 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.2 | $57M | +2% | 388k | 145.93 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $56M | 355k | 158.80 |
|
|
| Charles Schwab Corporation (SCHW) | 0.2 | $56M | 678k | 83.26 |
|
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.2 | $56M | -17% | 974k | 57.82 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $56M | -2% | 776k | 71.84 |
|
| Oracle Corporation (ORCL) | 0.2 | $56M | +5% | 680k | 81.74 |
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.2 | $55M | +57% | 2.5M | 21.95 |
|
| American Tower Reit (AMT) | 0.2 | $54M | -4% | 255k | 211.86 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.2 | $54M | -14% | 543k | 98.65 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $53M | +9% | 790k | 67.45 |
|
| Ishares Tr Glb Infrastr Etf (IGF) | 0.2 | $52M | +12% | 1.1M | 45.84 |
|
| Charter Communications Inc N Cl A (CHTR) | 0.2 | $52M | -4% | 154k | 339.10 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.2 | $52M | +238% | 413k | 125.62 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $52M | +48% | 478k | 108.21 |
|
| Encana Corporation (OVV) | 0.2 | $51M | +5% | 1.0M | 50.71 |
|
| Leidos Holdings (LDOS) | 0.2 | $51M | +4% | 486k | 105.19 |
|
| Medtronic SHS (MDT) | 0.2 | $51M | +2% | 654k | 77.74 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $51M | +84% | 359k | 141.25 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $50M | +11% | 995k | 49.82 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.2 | $49M | -34% | 653k | 74.32 |
|
| General Mills (GIS) | 0.2 | $48M | +6% | 575k | 83.85 |
|
| Kla Corp Com New (KLAC) | 0.2 | $48M | +7% | 128k | 377.03 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $48M | +3% | 354k | 135.24 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $47M | +91% | 277k | 170.74 |
|
| Berry Plastics (BERY) | 0.2 | $47M | +5% | 783k | 60.43 |
|
| Marathon Petroleum Corp (MPC) | 0.2 | $47M | -26% | 401k | 116.39 |
|
| L3harris Technologies (LHX) | 0.1 | $47M | +6% | 224k | 208.21 |
|
| Microchip Technology (MCHP) | 0.1 | $46M | 656k | 70.25 |
|
|
| Paychex (PAYX) | 0.1 | $46M | +9% | 398k | 115.59 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $46M | 1.5M | 29.69 |
|
|
| Caterpillar (CAT) | 0.1 | $45M | +25% | 189k | 239.56 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $45M | +5% | 594k | 75.19 |
|
| Textron (TXT) | 0.1 | $45M | +6% | 631k | 70.80 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $43M | -23% | 560k | 77.51 |
|
| Ford Motor Company (F) | 0.1 | $43M | +104% | 3.7M | 11.63 |
|
| Equinix (EQIX) | 0.1 | $43M | +7% | 65k | 655.02 |
|
| Meta Platforms Cl A (META) | 0.1 | $43M | -22% | 354k | 120.33 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.1 | $42M | +309% | 758k | 55.98 |
|
| Jacobs Engineering Group (J) | 0.1 | $42M | +5% | 352k | 120.07 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $42M | 1.3M | 32.96 |
|
|
| Fiserv (FISV) | 0.1 | $41M | -2% | 408k | 101.07 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $41M | -2% | 1.1M | 37.90 |
|
| Eaton Corp SHS (ETN) | 0.1 | $41M | +170% | 260k | 156.95 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $41M | +11% | 621k | 65.61 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $41M | +13% | 1.2M | 34.97 |
|
| F5 Networks (FFIV) | 0.1 | $41M | +3% | 282k | 143.51 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $40M | +4% | 91k | 442.79 |
|
| Fastenal Company (FAST) | 0.1 | $40M | +8% | 845k | 47.32 |
|
| Vanguard World Fds Health Car Etf (VHT) | 0.1 | $40M | +51% | 161k | 248.05 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $40M | +6% | 478k | 83.60 |
|
| Fifth Third Ban (FITB) | 0.1 | $40M | 1.2M | 32.81 |
|
|
| Albemarle Corporation (ALB) | 0.1 | $40M | -21% | 183k | 216.86 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $39M | +13% | 588k | 66.65 |
|
| Newmont Mining Corporation (NEM) | 0.1 | $39M | +3% | 827k | 47.20 |
|
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.1 | $39M | +7% | 937k | 41.61 |
|
| Ventas (VTR) | 0.1 | $39M | +8% | 854k | 45.05 |
|
| SYSCO Corporation (SYY) | 0.1 | $38M | +9% | 502k | 76.45 |
|
| United Rentals (URI) | 0.1 | $38M | +6% | 107k | 355.42 |
|
| Invesco Actively Managed Etf Ultra Shrt Dur (GSY) | 0.1 | $38M | NEW | 771k | 49.46 |
|
| Lam Research Corporation (LRCX) | 0.1 | $38M | +30% | 90k | 420.30 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $38M | +32% | 589k | 63.95 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.1 | $37M | +6% | 662k | 56.11 |
|
| Booking Holdings (BKNG) | 0.1 | $37M | -4% | 18k | 2015.24 |
|
| FedEx Corporation (FDX) | 0.1 | $36M | 209k | 173.20 |
|
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.1 | $36M | +520% | 609k | 59.44 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $36M | +32% | 74k | 486.01 |
|
| Ishares Tr Cr 5 10 Yr Etf (IMTB) | 0.1 | $36M | +4959% | 837k | 42.76 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $35M | 148k | 237.33 |
|
|
| At&t (T) | 0.1 | $34M | +23% | 1.9M | 18.42 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $34M | +18% | 338k | 100.92 |
|
| Tyson Foods Cl A (TSN) | 0.1 | $34M | +8% | 547k | 62.25 |
|
| Kkr & Co (KKR) | 0.1 | $34M | 729k | 46.42 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $34M | -20% | 977k | 34.59 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $34M | +13% | 367k | 91.31 |
|
| Johnson Ctls Intl SHS (JCI) | 0.1 | $33M | -5% | 517k | 64.00 |
|
| 3M Company (MMM) | 0.1 | $33M | +9% | 276k | 119.99 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $33M | +519% | 441k | 74.60 |
|
| First Tr Value Line Divid In SHS (FVD) | 0.1 | $33M | +2117% | 821k | 39.92 |
|
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.1 | $33M | -6% | 665k | 49.00 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.1 | $32M | +163% | 639k | 50.67 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $32M | +87% | 98k | 331.34 |
|
| Kinder Morgan (KMI) | 0.1 | $32M | +14% | 1.8M | 18.08 |
|
| Citizens Financial (CFG) | 0.1 | $32M | +7% | 809k | 39.37 |
|
| Deere & Company (DE) | 0.1 | $32M | +9% | 74k | 428.75 |
|
| salesforce (CRM) | 0.1 | $32M | +15% | 238k | 132.59 |
|
| Automatic Data Processing (ADP) | 0.1 | $31M | 131k | 238.86 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $31M | -2% | 359k | 86.19 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $31M | -32% | 652k | 47.43 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.1 | $31M | 1.2M | 26.49 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $31M | +67% | 226k | 135.76 |
|
| Dollar General (DG) | 0.1 | $30M | 124k | 246.25 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $30M | -4% | 150k | 200.54 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $30M | +28% | 277k | 108.07 |
|
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.1 | $30M | +928% | 397k | 74.96 |
|
| International Business Machines (IBM) | 0.1 | $30M | +12% | 210k | 140.90 |
|
| Boeing Company (BA) | 0.1 | $29M | +65% | 154k | 190.49 |
|
| Truist Financial Corp equities (TFC) | 0.1 | $29M | +25% | 682k | 43.03 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $29M | -6% | 278k | 105.34 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.1 | $29M | -12% | 705k | 40.89 |
|
| Morgan Stanley Com New (MS) | 0.1 | $29M | +10% | 335k | 85.02 |
|
| Arista Networks (ANET) | 0.1 | $28M | +7% | 234k | 121.35 |
|
| Cummins (CMI) | 0.1 | $27M | +176% | 113k | 242.29 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $27M | -8% | 1.2M | 23.67 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $27M | +87% | 385k | 70.58 |
|
| Applied Materials (AMAT) | 0.1 | $27M | +13% | 277k | 97.38 |
|
| Philip Morris International (PM) | 0.1 | $27M | +12% | 264k | 101.21 |
|
| Us Bancorp Del Com New (USB) | 0.1 | $26M | +14% | 604k | 43.61 |
|
| Hershey Company (HSY) | 0.1 | $26M | +3% | 113k | 231.48 |
|
| Southern Company (SO) | 0.1 | $26M | +14% | 367k | 71.41 |
|
| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 0.1 | $26M | +2438% | 900k | 28.89 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $26M | 152k | 170.57 |
|
|
| Norfolk Southern (NSC) | 0.1 | $26M | 105k | 246.42 |
|
|
| ConocoPhillips (COP) | 0.1 | $26M | +28% | 219k | 118.00 |
|
| Aptiv SHS (APTV) | 0.1 | $26M | 276k | 93.13 |
|
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.1 | $25M | +5% | 1.0M | 25.04 |
|
| Netflix (NFLX) | 0.1 | $25M | +48% | 85k | 294.96 |
|
| McKesson Corporation (MCK) | 0.1 | $25M | +4% | 66k | 375.12 |
|
| Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) | 0.1 | $25M | +82% | 599k | 40.90 |
|
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.1 | $24M | +10% | 338k | 72.24 |
|
| Corning Incorporated (GLW) | 0.1 | $24M | +14% | 760k | 31.94 |
|
| Enterprise Products Partners (EPD) | 0.1 | $24M | +26% | 1.0M | 24.12 |
|
| Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $24M | +91% | 75k | 319.42 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $24M | +20% | 286k | 83.76 |
|
| Intel Corporation (INTC) | 0.1 | $24M | +17% | 900k | 26.43 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $24M | +109% | 270k | 87.47 |
|
| Wells Fargo & Company (WFC) | 0.1 | $24M | +4% | 570k | 41.29 |
|
| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.1 | $23M | +1460% | 533k | 43.91 |
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.1 | $23M | -37% | 464k | 50.13 |
|
| Spdr Ser Tr Portfolio Short (SPSB) | 0.1 | $23M | +678% | 790k | 29.38 |
|
Past Filings by Mariner
SEC 13F filings are viewable for Mariner going back to 2010
- 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
- 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