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 19.41% of Mariner's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$1.7B), AAPL (+$191M), CRWD (+$88M), META (+$87M), WMB (+$80M), IVV (+$77M), MSFT (+$70M), VEA (+$59M), AMZN (+$49M), IWY (+$49M).
- Started 217 new stock positions in FFC, JWN, Vizsla Silver Corp, DAPR, AMCX, FXO, Chimera Investment Corporation Com USD0.01, NLOP, INSW, CDRE.
- Reduced shares in these 10 stocks: TSLA (-$105M), LQD (-$75M), FTNT (-$64M), SPSM (-$43M), IJR (-$32M), SPLG (-$25M), CMCSA (-$23M), SCHW (-$18M), , BMY (-$17M).
- Sold out of its positions in BFOR, ASGN, ACCD, IVVD, Agenus, Agiliti, ALNT, AMR, RMCO, American Equity Investment Life Holding.
- Mariner was a net buyer of stock by $3.5B.
- Mariner has $52B in assets under management (AUM), dropping by 6.66%.
- Central Index Key (CIK): 0001373442
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Portfolio Holdings for Mariner
Mariner holds 3153 positions in its portfolio as reported in the June 2024 quarterly 13F filing
Mariner has 3153 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Mariner June 30, 2024 positions
- Download the Mariner June 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 5.5 | $2.8B | +7% | 14M | 210.62 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 4.5 | $2.3B | +3% | 4.3M | 547.24 |
|
| NVIDIA Corporation (NVDA) | 3.6 | $1.8B | +1008% | 15M | 123.54 |
|
| Microsoft Corporation (MSFT) | 3.2 | $1.7B | +4% | 3.7M | 446.96 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.6 | $1.3B | +4% | 27M | 49.42 |
|
| Amazon (AMZN) | 1.6 | $807M | +6% | 4.2M | 193.26 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.4 | $699M | +2% | 12M | 58.52 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.3 | $674M | 1.2M | 544.22 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.3 | $671M | +5% | 6.9M | 97.07 |
|
| Vanguard Index Fds Value Etf (VTV) | 1.2 | $639M | +2% | 4.0M | 160.41 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $638M | +3% | 3.5M | 182.15 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.2 | $613M | +2% | 8.4M | 72.64 |
|
| Vanguard Index Fds Growth Etf (VUG) | 1.1 | $585M | +5% | 1.6M | 374.01 |
|
| Broadcom (AVGO) | 1.1 | $549M | +5% | 342k | 1605.52 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.0 | $525M | +3% | 12M | 43.76 |
|
| JPMorgan Chase & Co. (JPM) | 1.0 | $493M | +6% | 2.4M | 202.26 |
|
| Eli Lilly & Co. (LLY) | 0.9 | $487M | +3% | 538k | 905.38 |
|
| Apollo Global Mgmt (APO) | 0.9 | $440M | 3.7M | 118.00 |
|
|
| Procter & Gamble Company (PG) | 0.8 | $430M | +3% | 2.6M | 164.92 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.8 | $420M | +4% | 1.6M | 267.56 |
|
| Meta Platforms Cl A (META) | 0.8 | $411M | +26% | 814k | 504.24 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $407M | +2% | 999k | 406.80 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.8 | $401M | +3% | 4.0M | 100.84 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.7 | $357M | +3% | 713k | 500.15 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $354M | +3% | 739k | 479.11 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.7 | $351M | 3.8M | 92.54 |
|
|
| Ishares Tr Core Total Usd (IUSB) | 0.6 | $333M | +13% | 7.4M | 45.22 |
|
| Costco Wholesale Corporation (COST) | 0.6 | $311M | +2% | 366k | 849.98 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.6 | $306M | +7% | 1.3M | 242.10 |
|
| Home Depot (HD) | 0.6 | $302M | +4% | 878k | 344.24 |
|
| Ishares Core Msci Emkt (IEMG) | 0.6 | $298M | +6% | 5.6M | 53.53 |
|
| Amgen (AMGN) | 0.5 | $280M | +5% | 897k | 312.45 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.5 | $271M | +7% | 1.2M | 218.04 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $269M | +6% | 1.5M | 183.43 |
|
| UnitedHealth (UNH) | 0.5 | $254M | +4% | 498k | 509.24 |
|
| Servicenow (NOW) | 0.5 | $241M | +6% | 307k | 786.67 |
|
| Wal-Mart Stores (WMT) | 0.5 | $240M | +3% | 3.5M | 67.71 |
|
| Advanced Micro Devices (AMD) | 0.5 | $239M | +11% | 1.5M | 162.21 |
|
| Mastercard Incorporated Cl A (MA) | 0.5 | $237M | +6% | 536k | 441.16 |
|
| Chevron Corporation (CVX) | 0.5 | $236M | -2% | 1.5M | 156.42 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.5 | $234M | -2% | 3.0M | 78.33 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.4 | $231M | +26% | 1.1M | 214.52 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $231M | 1.3M | 182.55 |
|
|
| Johnson & Johnson (JNJ) | 0.4 | $226M | +2% | 1.5M | 146.16 |
|
| Visa Com Cl A (V) | 0.4 | $224M | +2% | 854k | 262.47 |
|
| Tesla Motors (TSLA) | 0.4 | $221M | -32% | 1.1M | 197.88 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.4 | $217M | 3.4M | 64.25 |
|
|
| Merck & Co (MRK) | 0.4 | $206M | +3% | 1.7M | 123.80 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $204M | -2% | 560k | 364.51 |
|
| Adobe Systems Incorporated (ADBE) | 0.4 | $203M | +7% | 365k | 555.53 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.4 | $203M | 1.1M | 182.01 |
|
|
| Thermo Fisher Scientific (TMO) | 0.4 | $194M | +6% | 351k | 553.00 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $185M | -14% | 1.7M | 106.66 |
|
| Metropcs Communications (TMUS) | 0.4 | $181M | +5% | 1.0M | 176.18 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.4 | $181M | 2.4M | 74.08 |
|
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.3 | $181M | 1.9M | 93.65 |
|
|
| Stryker Corporation (SYK) | 0.3 | $180M | +4% | 530k | 340.25 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $179M | +8% | 1.6M | 115.12 |
|
| Ishares Tr National Mun Etf (MUB) | 0.3 | $178M | +8% | 1.7M | 106.55 |
|
| Nextera Energy (NEE) | 0.3 | $178M | -6% | 2.5M | 70.81 |
|
| Abbvie (ABBV) | 0.3 | $175M | +3% | 1.0M | 171.52 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $175M | -4% | 4.6M | 38.42 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.3 | $170M | +3% | 4.8M | 35.08 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $170M | -2% | 2.2M | 77.76 |
|
| McDonald's Corporation (MCD) | 0.3 | $168M | 660k | 254.84 |
|
|
| Prudential Financial (PRU) | 0.3 | $163M | +4% | 1.4M | 117.19 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.3 | $159M | -13% | 2.5M | 64.00 |
|
| Pepsi (PEP) | 0.3 | $156M | +2% | 948k | 164.93 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.3 | $153M | -2% | 1.8M | 83.76 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $149M | 502k | 297.54 |
|
|
| Abbott Laboratories (ABT) | 0.3 | $146M | +5% | 1.4M | 103.91 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.3 | $145M | +2% | 2.1M | 67.56 |
|
| TJX Companies (TJX) | 0.3 | $142M | +5% | 1.3M | 110.10 |
|
| Nasdaq Omx (NDAQ) | 0.3 | $142M | +7% | 2.3M | 60.26 |
|
| Oracle Corporation (ORCL) | 0.3 | $138M | +38% | 980k | 141.20 |
|
| Nike CL B (NKE) | 0.3 | $138M | +7% | 1.8M | 75.37 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $137M | -5% | 676k | 202.89 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.3 | $130M | 1.1M | 118.78 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.2 | $127M | 563k | 226.23 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $127M | 2.2M | 57.61 |
|
|
| Union Pacific Corporation (UNP) | 0.2 | $126M | +8% | 558k | 226.26 |
|
| Marathon Petroleum Corp (MPC) | 0.2 | $124M | +25% | 715k | 173.48 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $122M | +258% | 318k | 383.19 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $120M | +7% | 2.4M | 50.11 |
|
| Texas Instruments Incorporated (TXN) | 0.2 | $120M | +2% | 615k | 194.53 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $119M | 1.5M | 81.08 |
|
|
| Phillips 66 (PSX) | 0.2 | $118M | +5% | 838k | 141.17 |
|
| Kla Corp Com New (KLAC) | 0.2 | $116M | 140k | 824.50 |
|
|
| Take-Two Interactive Software (TTWO) | 0.2 | $115M | +7% | 738k | 155.49 |
|
| Waste Management (WM) | 0.2 | $113M | 530k | 213.34 |
|
|
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.2 | $111M | 2.9M | 37.95 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $110M | +5% | 441k | 249.62 |
|
| Williams Companies (WMB) | 0.2 | $108M | +287% | 2.6M | 42.50 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $108M | -5% | 1.5M | 72.05 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $108M | -5% | 3.4M | 31.55 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.2 | $107M | +19% | 1.4M | 74.89 |
|
| United Parcel Service CL B (UPS) | 0.2 | $106M | 773k | 136.85 |
|
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.2 | $106M | 3.3M | 32.24 |
|
|
| Leidos Holdings (LDOS) | 0.2 | $105M | +4% | 721k | 145.88 |
|
| PNC Financial Services (PNC) | 0.2 | $105M | +7% | 674k | 155.48 |
|
| Lowe's Companies (LOW) | 0.2 | $105M | 474k | 220.46 |
|
|
| Duke Energy Corp Com New (DUK) | 0.2 | $103M | +3% | 1.0M | 100.23 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $101M | -4% | 1.2M | 83.96 |
|
| Eaton Corp SHS (ETN) | 0.2 | $101M | -13% | 322k | 313.55 |
|
| Lam Research Corporation (LRCX) | 0.2 | $98M | 92k | 1064.84 |
|
|
| Qualcomm (QCOM) | 0.2 | $95M | +5% | 478k | 199.18 |
|
| Marsh & McLennan Companies (MMC) | 0.2 | $93M | +2% | 442k | 210.72 |
|
| Encana Corporation (OVV) | 0.2 | $91M | +6% | 1.9M | 46.87 |
|
| AECOM Technology Corporation (ACM) | 0.2 | $90M | +8% | 1.0M | 88.14 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $89M | -9% | 508k | 174.47 |
|
| Palo Alto Networks (PANW) | 0.2 | $89M | +9% | 261k | 339.01 |
|
| Jacobs Engineering Group (J) | 0.2 | $89M | +2% | 633k | 139.71 |
|
| 4068594 Enphase Energy (ENPH) | 0.2 | $88M | +7% | 880k | 99.71 |
|
| Textron (TXT) | 0.2 | $87M | +8% | 1.0M | 85.86 |
|
| Arista Networks (ANET) | 0.2 | $86M | +2% | 246k | 350.48 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.2 | $86M | -9% | 1.8M | 48.74 |
|
| At&t (T) | 0.2 | $85M | +3% | 4.5M | 19.11 |
|
| Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 0.2 | $85M | +3% | 1.6M | 52.49 |
|
| Cisco Systems (CSCO) | 0.2 | $84M | -2% | 1.8M | 47.51 |
|
| BlackRock (BLK) | 0.2 | $84M | +7% | 106k | 787.32 |
|
| Illinois Tool Works (ITW) | 0.2 | $83M | 352k | 236.96 |
|
|
| Booking Holdings (BKNG) | 0.2 | $83M | +6% | 21k | 3961.47 |
|
| Walt Disney Company (DIS) | 0.2 | $82M | +19% | 830k | 99.29 |
|
| Starbucks Corporation (SBUX) | 0.2 | $82M | -14% | 1.1M | 77.85 |
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.2 | $82M | +5% | 3.2M | 25.87 |
|
| salesforce (CRM) | 0.2 | $82M | +79% | 317k | 257.09 |
|
| Bank of America Corporation (BAC) | 0.2 | $81M | -5% | 2.0M | 39.77 |
|
| Comcast Corp Cl A (CMCSA) | 0.2 | $80M | -22% | 2.1M | 39.16 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.2 | $80M | +6% | 1.6M | 50.88 |
|
| Netflix (NFLX) | 0.2 | $80M | +5% | 119k | 674.91 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.2 | $80M | +3% | 760k | 104.55 |
|
| Coca-Cola Company (KO) | 0.2 | $79M | 1.2M | 63.65 |
|
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.2 | $79M | +28% | 986k | 80.13 |
|
| Applied Materials (AMAT) | 0.2 | $79M | 335k | 235.99 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $78M | 1.2M | 62.87 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $77M | 255k | 303.41 |
|
|
| Synopsys (SNPS) | 0.1 | $75M | +4% | 126k | 595.06 |
|
| Fiserv (FI) | 0.1 | $75M | 502k | 149.04 |
|
|
| Vanguard Admiral Fds Midcp 400 Grth (IVOG) | 0.1 | $74M | 678k | 109.54 |
|
|
| Vanguard Admiral Fds Midcp 400 Val (IVOV) | 0.1 | $74M | 848k | 87.57 |
|
|
| Ishares Tr Blackrock Ultra (ICSH) | 0.1 | $74M | +2% | 1.5M | 50.53 |
|
| Honeywell International (HON) | 0.1 | $73M | 343k | 213.54 |
|
|
| Caterpillar (CAT) | 0.1 | $72M | +3% | 216k | 333.09 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $71M | +3% | 1.7M | 42.59 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $71M | +7% | 414k | 170.76 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $69M | 376k | 182.52 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $69M | 1.4M | 47.45 |
|
|
| Ishares Tr TRS FLT RT BD (TFLO) | 0.1 | $68M | -3% | 1.3M | 50.66 |
|
| Morgan Stanley Com New (MS) | 0.1 | $65M | +3% | 666k | 97.19 |
|
| Ball Corporation (BALL) | 0.1 | $65M | +8% | 1.1M | 60.02 |
|
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.1 | $65M | +7% | 1.1M | 58.85 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $64M | +9% | 699k | 91.78 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $64M | +6% | 423k | 150.42 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.1 | $64M | +14% | 322k | 197.11 |
|
| Goldman Sachs (GS) | 0.1 | $63M | +114% | 140k | 452.32 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.1 | $63M | +15% | 2.1M | 29.67 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $63M | -4% | 1.2M | 51.24 |
|
| NetApp (NTAP) | 0.1 | $62M | 484k | 128.80 |
|
|
| Microchip Technology (MCHP) | 0.1 | $62M | +4% | 675k | 91.50 |
|
| Spdr Ser Tr Portfolio Short (SPSB) | 0.1 | $62M | +14% | 2.1M | 29.70 |
|
| United Rentals (URI) | 0.1 | $61M | -13% | 94k | 646.71 |
|
| Kkr & Co (KKR) | 0.1 | $61M | -4% | 577k | 105.24 |
|
| Ishares Tr Glb Infrastr Etf (IGF) | 0.1 | $61M | 1.3M | 47.92 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $60M | +6% | 502k | 118.60 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $60M | +5% | 540k | 110.35 |
|
| General Mills (GIS) | 0.1 | $58M | +6% | 923k | 63.26 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $58M | 1.5M | 37.67 |
|
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $57M | +10% | 568k | 100.65 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $57M | +11% | 266k | 215.01 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $57M | +5% | 121k | 468.73 |
|
| Paychex (PAYX) | 0.1 | $57M | +2% | 479k | 118.56 |
|
| Danaher Corporation (DHR) | 0.1 | $57M | 226k | 249.85 |
|
|
| Corning Incorporated (GLW) | 0.1 | $57M | +37% | 1.5M | 38.85 |
|
| Air Products & Chemicals (APD) | 0.1 | $55M | -8% | 215k | 258.05 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $55M | +6% | 1.3M | 43.93 |
|
| Marriott Intl Cl A (MAR) | 0.1 | $55M | +6% | 228k | 241.77 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.1 | $55M | 836k | 65.64 |
|
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $55M | 102k | 535.08 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $55M | 206k | 264.30 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $55M | -3% | 332k | 164.28 |
|
| American Tower Reit (AMT) | 0.1 | $54M | 279k | 194.38 |
|
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $54M | 696k | 77.83 |
|
|
| Emerson Electric (EMR) | 0.1 | $54M | +4% | 490k | 110.16 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $52M | 793k | 65.44 |
|
|
| Deere & Company (DE) | 0.1 | $52M | -10% | 139k | 373.63 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.1 | $52M | 155k | 333.45 |
|
|
| Medtronic SHS (MDT) | 0.1 | $52M | +3% | 655k | 78.71 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $51M | +3% | 89k | 576.59 |
|
| Equinix (EQIX) | 0.1 | $51M | 68k | 756.59 |
|
|
| Sherwin-Williams Company (SHW) | 0.1 | $50M | +6% | 168k | 298.43 |
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.1 | $50M | 1.1M | 47.37 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $49M | +9% | 343k | 142.77 |
|
| Vulcan Materials Company (VMC) | 0.1 | $49M | +11% | 195k | 248.68 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $49M | 889k | 54.49 |
|
|
| Ishares Tr Cr 5 10 Yr Etf (IMTB) | 0.1 | $48M | +37% | 1.1M | 42.60 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.1 | $48M | +11% | 808k | 59.20 |
|
| Target Corporation (TGT) | 0.1 | $48M | +2% | 323k | 148.04 |
|
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.1 | $48M | +3% | 487k | 98.21 |
|
| Fastenal Company (FAST) | 0.1 | $48M | 756k | 62.84 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $48M | 392k | 120.98 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $47M | 190k | 250.13 |
|
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.1 | $47M | +8% | 825k | 56.88 |
|
| International Business Machines (IBM) | 0.1 | $47M | +6% | 270k | 172.95 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $47M | +5% | 603k | 77.28 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $46M | +25% | 373k | 123.80 |
|
| Wells Fargo & Company (WFC) | 0.1 | $46M | 772k | 59.38 |
|
|
| Anthem (ELV) | 0.1 | $46M | +3% | 85k | 541.85 |
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.1 | $45M | +4% | 1.1M | 42.59 |
|
| 3M Company (MMM) | 0.1 | $45M | +64% | 442k | 102.19 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $45M | +7% | 397k | 112.62 |
|
| Kinder Morgan (KMI) | 0.1 | $44M | 2.2M | 19.87 |
|
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $43M | 257k | 168.79 |
|
|
| Lockheed Martin Corporation (LMT) | 0.1 | $43M | +8% | 92k | 467.10 |
|
| Cummins (CMI) | 0.1 | $43M | +2% | 154k | 276.93 |
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.1 | $42M | -4% | 701k | 59.60 |
|
| SYSCO Corporation (SYY) | 0.1 | $42M | +7% | 584k | 71.39 |
|
| AutoZone (AZO) | 0.1 | $41M | +31% | 14k | 2963.86 |
|
| Zoetis Cl A (ZTS) | 0.1 | $41M | -15% | 238k | 173.36 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $41M | -29% | 990k | 41.53 |
|
| Arch Cap Group Ord (ACGL) | 0.1 | $41M | +851% | 405k | 100.89 |
|
| Verizon Communications (VZ) | 0.1 | $40M | 969k | 41.24 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $40M | +9% | 391k | 102.30 |
|
| Xylem (XYL) | 0.1 | $40M | +185% | 294k | 135.63 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.1 | $39M | 1.1M | 37.02 |
|
|
| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.1 | $39M | +419% | 846k | 46.33 |
|
| McKesson Corporation (MCK) | 0.1 | $39M | +3% | 66k | 584.05 |
|
| Pfizer (PFE) | 0.1 | $38M | +2% | 1.4M | 27.98 |
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.1 | $38M | +9% | 1.0M | 37.49 |
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.1 | $38M | +8% | 1.8M | 21.04 |
|
| Albemarle Corporation (ALB) | 0.1 | $37M | +5% | 387k | 95.52 |
|
| Automatic Data Processing (ADP) | 0.1 | $37M | 154k | 238.69 |
|
|
| First Commonwealth Financial (FCF) | 0.1 | $37M | 2.7M | 13.81 |
|
|
| Raytheon Technologies Corp (RTX) | 0.1 | $37M | +3% | 365k | 100.39 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $37M | -2% | 630k | 57.99 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $36M | +25% | 81k | 444.85 |
|
| Ishares Tr Us Infrastruc (IFRA) | 0.1 | $36M | +2% | 858k | 42.12 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $36M | -2% | 246k | 145.75 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $36M | -33% | 485k | 73.69 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $35M | +2% | 202k | 173.81 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.1 | $35M | +16% | 764k | 45.58 |
|
| Ge Aerospace Com New (GE) | 0.1 | $35M | +5% | 218k | 158.97 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $34M | +5% | 316k | 108.70 |
|
| Progressive Corporation (PGR) | 0.1 | $34M | 165k | 207.72 |
|
|
| Boeing Company (BA) | 0.1 | $34M | 187k | 182.01 |
|
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.1 | $34M | +21% | 801k | 42.20 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $34M | 353k | 95.66 |
|
|
| Gilead Sciences (GILD) | 0.1 | $34M | 490k | 68.61 |
|
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $33M | 276k | 120.73 |
|
|
| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $33M | +5% | 106k | 314.21 |
|
| Intuit (INTU) | 0.1 | $32M | 49k | 657.20 |
|
Past Filings by Mariner
SEC 13F filings are viewable for Mariner going back to 2010
- 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
- Mariner 2020 Q4 filed Feb. 16, 2021
- Mariner 2020 Q3 filed Nov. 13, 2020