Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Mariner Wealth Advisors

Latest statistics and disclosures from Mariner's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, IVV, MSFT, VEA, TSLA, and represent 16.71% of Mariner's stock portfolio.
Added to shares of these 10 stocks: IVV (+$72M), VEA (+$62M), TTWO (+$48M), AAPL (+$41M), TSLA (+$39M), AGG (+$37M), DE (+$34M), AMZN (+$34M), FCF (+$33M), MSFT (+$30M).
Started 252 new stock positions in FSIG, EFSC, PRN, FCF, RA, BITF, IQ, Teladoc Health, PHK, DJUL.
Reduced shares in these 10 stocks: IEFA (-$55M), VTR (-$40M), VZ (-$25M), SCHW (-$20M), PFE (-$20M), SDY (-$17M), ITOT (-$16M), VOO (-$15M), TGT (-$14M), ELV (-$13M).
Sold out of its positions in ABM, RERE, Amc Entmt Hldgs Inc Cl A, SIVR, Accelr8 Technology, ASIX, Aerojet Rocketdy, ALG, ALIT, ALGT.
Mariner was a net buyer of stock by $1.3B.
Mariner has $37B in assets under management (AUM), dropping by -0.37%.
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

Download as csv

Download as Excel

Portfolio Holdings for Mariner

Mariner holds 2893 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Mariner has 2893 total positions. Only the first 250 positions are shown.

Sign up to view all of the Mariner Sept. 30, 2023 positions
Download the Mariner September 2023 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	5.4	$2.0B	+2%	12M	171.21	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.3	$1.6B	+4%	3.7M	429.43	View chart
Microsoft Corporation (MSFT)	2.7	$1.0B	+3%	3.2M	315.75	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.7	$995M	+6%	23M	43.72	View chart
Tesla Motors (TSLA)	1.6	$586M	+7%	2.3M	250.22	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.5	$542M	+5%	2.2M	249.35	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.4	$532M		1.2M	427.48	View chart
NVIDIA Corporation (NVDA)	1.3	$468M	+3%	1.1M	434.99	View chart
Amazon (AMZN)	1.2	$458M	+7%	3.6M	127.12	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.2	$454M	-10%	7.1M	64.35	View chart
Vanguard Index Fds Value Etf (VTV)	1.2	$452M	+2%	3.3M	137.93	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.2	$445M	+9%	4.7M	94.04	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.1	$412M	+3%	3.1M	130.86	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.0	$384M	+4%	9.8M	39.21	View chart
Vanguard Index Fds Growth Etf (VUG)	1.0	$361M	+5%	1.3M	272.31	View chart
Procter & Gamble Company (PG)	0.9	$335M	+6%	2.3M	145.86	View chart
Apollo Global Mgmt (APO)	0.9	$328M		3.6M	89.76	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.9	$325M		927k	350.30	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.8	$306M		1.4M	212.41	View chart
Eli Lilly & Co. (LLY)	0.8	$282M	+4%	525k	537.13	View chart
JPMorgan Chase & Co. (JPM)	0.8	$282M		1.9M	145.02	View chart
Broadcom (AVGO)	0.7	$272M	+7%	327k	830.58	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.7	$263M		3.9M	68.42	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.7	$263M	+2%	3.6M	72.72	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.6	$237M		3.4M	68.92	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$237M	+4%	661k	358.27	View chart
UnitedHealth (UNH)	0.6	$236M	+2%	468k	504.19	View chart
Johnson & Johnson (JNJ)	0.6	$232M	+2%	1.5M	155.75	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$229M	-5%	584k	392.70	View chart
Home Depot (HD)	0.6	$225M	+3%	744k	302.16	View chart
Chevron Corporation (CVX)	0.6	$217M	+5%	1.3M	168.62	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$206M	+2%	1.3M	155.38	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$201M	+13%	967k	208.24	View chart
Costco Wholesale Corporation (COST)	0.5	$200M	+4%	353k	564.96	View chart
Amgen (AMGN)	0.5	$198M	+17%	738k	268.76	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$187M	+11%	3.9M	47.59	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.5	$187M	+4%	3.7M	50.60	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$186M	+4%	985k	189.07	View chart
Visa Com Cl A (V)	0.5	$185M	+4%	805k	230.01	View chart
Ishares Tr Short Treas Bd (SHV)	0.5	$184M	-2%	1.7M	110.47	View chart
Mastercard Incorporated Cl A (MA)	0.5	$178M	+5%	450k	395.91	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$177M		1.9M	94.33	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.5	$168M		1.1M	153.84	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$168M	+2%	1.3M	131.85	View chart
McDonald's Corporation (MCD)	0.4	$167M	+2%	633k	263.44	View chart
Merck & Co (MRK)	0.4	$164M	+3%	1.6M	102.95	View chart
Wal-Mart Stores (WMT)	0.4	$164M	+2%	1.0M	159.93	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.4	$164M	-4%	4.8M	33.96	View chart
Ishares Tr Core Total Usd (IUSB)	0.4	$163M	+16%	3.7M	43.72	View chart
Danaher Corporation (DHR)	0.4	$159M	+7%	641k	248.10	View chart
Thermo Fisher Scientific (TMO)	0.4	$157M	+5%	309k	506.17	View chart
Adobe Systems Incorporated (ADBE)	0.4	$156M	+2%	307k	509.90	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.4	$156M	+3%	2.4M	64.46	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$154M	+3%	2.2M	70.76	View chart
Pepsi (PEP)	0.4	$151M	+3%	893k	169.44	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.4	$147M		1.9M	75.66	View chart
Exxon Mobil Corporation (XOM)	0.4	$145M		1.2M	117.58	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$144M	+4%	1.4M	102.54	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.4	$144M	+6%	1.3M	113.16	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$144M	+2%	542k	265.99	View chart
Servicenow (NOW)	0.4	$143M	+8%	255k	558.96	View chart
Abbvie (ABBV)	0.4	$141M	+5%	944k	149.06	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.4	$137M	+2%	2.9M	47.99	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$135M	+5%	764k	176.74	View chart
United Parcel Service CL B (UPS)	0.4	$132M	+7%	849k	155.87	View chart
Nextera Energy (NEE)	0.3	$128M	+12%	2.2M	57.29	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$125M	+5%	2.6M	48.10	View chart
Nike CL B (NKE)	0.3	$123M	+9%	1.3M	95.62	View chart
Ishares Tr Core Msci Total (IXUS)	0.3	$122M	-2%	2.0M	59.99	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$119M	+5%	508k	234.91	View chart
Meta Platforms Cl A (META)	0.3	$117M	+5%	388k	300.19	View chart
Metropcs Communications (TMUS)	0.3	$114M	+7%	813k	140.05	View chart
Abbott Laboratories (ABT)	0.3	$112M		1.2M	96.85	View chart
Stryker Corporation (SYK)	0.3	$112M		408k	273.27	View chart
Prudential Financial (PRU)	0.3	$111M	+5%	1.2M	94.89	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$111M	-12%	1.2M	94.19	View chart
Starbucks Corporation (SBUX)	0.3	$110M		1.2M	91.27	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.3	$108M		2.1M	50.26	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$106M	-2%	2.1M	49.53	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$101M	-3%	1.4M	72.38	View chart
Texas Instruments Incorporated (TXN)	0.3	$98M	+2%	617k	159.01	View chart
Bristol Myers Squibb (BMY)	0.3	$98M	-7%	1.7M	58.04	View chart
TJX Companies (TJX)	0.3	$97M		1.1M	88.88	View chart
Cisco Systems (CSCO)	0.3	$97M		1.8M	53.76	View chart
Comcast Corp Cl A (CMCSA)	0.3	$95M	+15%	2.2M	44.34	View chart
Lowe's Companies (LOW)	0.3	$95M		455k	207.84	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.2	$93M		2.3M	41.26	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$93M	+3%	3.1M	30.15	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$91M	+10%	1.3M	69.78	View chart
4068594 Enphase Energy (ENPH)	0.2	$90M	+23%	751k	120.15	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$89M	+5%	545k	163.93	View chart
Union Pacific Corporation (UNP)	0.2	$89M	-11%	439k	203.63	View chart
Duke Energy Corp Com New (DUK)	0.2	$88M	+5%	995k	88.26	View chart
Phillips 66 (PSX)	0.2	$87M	+7%	722k	120.15	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$87M	-6%	571k	151.82	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$84M	+3%	3.2M	26.20	View chart
Eaton Corp SHS (ETN)	0.2	$79M		372k	213.28	View chart
Nasdaq Omx (NDAQ)	0.2	$79M	+11%	1.6M	48.59	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$78M		758k	102.86	View chart
Marsh & McLennan Companies (MMC)	0.2	$78M	+2%	409k	190.30	View chart
Waste Management (WM)	0.2	$77M	+7%	507k	152.44	View chart
Kla Corp Com New (KLAC)	0.2	$76M		165k	458.66	View chart
Bank of America Corporation (BAC)	0.2	$75M		2.8M	27.38	View chart
Walt Disney Company (DIS)	0.2	$75M	+5%	928k	81.05	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.2	$74M	+23%	811k	91.82	View chart
PNC Financial Services (PNC)	0.2	$74M	+7%	605k	122.77	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$74M		241k	307.11	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$74M	+4%	1.0M	72.31	View chart
Illinois Tool Works (ITW)	0.2	$72M		312k	230.31	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$72M		367k	195.69	View chart
Take-Two Interactive Software (TTWO)	0.2	$70M	+223%	497k	140.39	View chart
Encana Corporation (OVV)	0.2	$70M	+12%	1.5M	47.57	View chart
Air Products & Chemicals (APD)	0.2	$69M	+4%	243k	283.40	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.2	$68M	+12%	3.0M	22.57	View chart
Oracle Corporation (ORCL)	0.2	$67M		634k	105.92	View chart
Vanguard Admiral Fds Midcp 400 Val (IVOV)	0.2	$67M		857k	77.91	View chart
Jacobs Engineering Group (J)	0.2	$66M	+15%	480k	136.50	View chart
Honeywell International (HON)	0.2	$65M	-11%	353k	184.74	View chart
Deere & Company (DE)	0.2	$63M	+118%	166k	377.38	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$63M	+2%	1.5M	41.42	View chart
Booking Holdings (BKNG)	0.2	$63M	+4%	20k	3083.95	View chart
Coca-Cola Company (KO)	0.2	$62M	+7%	1.1M	55.98	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$62M		1.2M	49.85	View chart
AECOM Technology Corporation (ACM)	0.2	$61M	+8%	738k	83.04	View chart
BlackRock (BLK)	0.2	$61M	+2%	94k	646.49	View chart
Vanguard Admiral Fds Midcp 400 Grth (IVOG)	0.2	$60M		665k	90.30	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$60M	+3%	376k	159.49	View chart
Textron (TXT)	0.2	$59M	+8%	755k	78.14	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.2	$59M	+12%	1.2M	50.74	View chart
Berry Plastics (BERY)	0.2	$59M	+7%	950k	61.91	View chart
Ford Motor Company (F)	0.2	$57M	+4%	4.6M	12.42	View chart
Fortinet (FTNT)	0.1	$56M	+10%	953k	58.68	View chart
At&t (T)	0.1	$56M	+64%	3.7M	15.02	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$56M		804k	69.25	View chart
Leidos Holdings (LDOS)	0.1	$56M	+8%	604k	92.16	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.1	$56M		1.3M	43.29	View chart
Paychex (PAYX)	0.1	$55M	+5%	477k	115.33	View chart
Lam Research Corporation (LRCX)	0.1	$55M	-2%	88k	626.77	View chart
Medtronic SHS (MDT)	0.1	$55M		696k	78.36	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$54M	+4%	524k	103.32	View chart
Morgan Stanley Com New (MS)	0.1	$54M	+2%	655k	81.67	View chart
Caterpillar (CAT)	0.1	$53M		196k	273.00	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.1	$53M	+2%	1.4M	36.90	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$52M	+7%	753k	69.40	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$52M	+5%	1.7M	31.01	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$52M	-2%	1.0M	49.83	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$51M		392k	130.96	View chart
Synopsys (SNPS)	0.1	$49M	+31%	107k	458.97	View chart
Microchip Technology (MCHP)	0.1	$49M		630k	78.05	View chart
Pfizer (PFE)	0.1	$49M	-28%	1.5M	33.17	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$49M	-7%	340k	143.33	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$49M		1.4M	33.57	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$48M		806k	59.42	View chart
Marathon Petroleum Corp (MPC)	0.1	$47M	-7%	312k	151.34	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.1	$47M	+2%	1.0M	46.55	View chart
Qualcomm (QCOM)	0.1	$47M		423k	111.06	View chart
Equinix (EQIX)	0.1	$47M	+3%	64k	726.26	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$46M	+43%	315k	147.41	View chart
United Rentals (URI)	0.1	$46M		104k	444.56	View chart
Applied Materials (AMAT)	0.1	$46M	+11%	332k	138.45	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$46M	+2%	788k	58.28	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.1	$46M	+8%	772k	59.28	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.1	$46M	-5%	985k	46.38	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$46M	+10%	674k	67.68	View chart
American Tower Reit (AMT)	0.1	$45M		275k	164.45	View chart
Zoetis Cl A (ZTS)	0.1	$44M	+6%	255k	173.98	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$44M	+3%	482k	91.35	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$44M		1.2M	37.95	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$44M	+2%	96k	456.64	View chart
CVS Caremark Corporation (CVS)	0.1	$44M	-3%	629k	69.82	View chart
Arista Networks (ANET)	0.1	$44M		238k	183.93	View chart
Palo Alto Networks (PANW)	0.1	$44M		186k	234.44	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$43M		402k	107.64	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$43M		569k	75.15	View chart
Kkr & Co (KKR)	0.1	$43M	+4%	692k	61.60	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$42M	-7%	245k	171.45	View chart
Ishares Tr Cr 5 10 Yr Etf (IMTB)	0.1	$42M	+6%	1.0M	41.17	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$42M	+19%	1.6M	26.11	View chart
Fastenal Company (FAST)	0.1	$40M	-6%	739k	54.64	View chart
Sherwin-Williams Company (SHW)	0.1	$40M	+3%	158k	255.05	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$40M	+4%	733k	54.84	View chart
General Mills (GIS)	0.1	$40M	+5%	627k	63.99	View chart
Fiserv (FI)	0.1	$40M	-6%	353k	112.96	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$40M	+6%	279k	141.69	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$39M	+5%	184k	214.18	View chart
salesforce (CRM)	0.1	$39M	+3%	191k	202.78	View chart
Netflix (NFLX)	0.1	$39M	+10%	102k	377.60	View chart
Charles Schwab Corporation (SCHW)	0.1	$38M	-34%	694k	54.90	View chart
Vanguard World Fds Health Car Etf (VHT)	0.1	$38M	+2%	162k	235.10	View chart
Target Corporation (TGT)	0.1	$37M	-27%	336k	110.57	View chart
SYSCO Corporation (SYY)	0.1	$37M		560k	66.05	View chart
Anthem (ELV)	0.1	$37M	-26%	85k	435.42	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$37M		1.0M	34.99	View chart
Boeing Company (BA)	0.1	$37M	+5%	191k	191.68	View chart
NetApp (NTAP)	0.1	$36M	+3%	476k	75.88	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$36M	-10%	623k	57.60	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$36M	+11%	486k	73.63	View chart
Advanced Micro Devices (AMD)	0.1	$36M	+12%	348k	102.82	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$36M	+3%	361k	98.89	View chart
Kinder Morgan (KMI)	0.1	$35M	+4%	2.1M	16.58	View chart
Vulcan Materials Company (VMC)	0.1	$35M	+46%	173k	202.02	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$35M	-6%	1.1M	30.38	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$35M	+2%	224k	153.83	View chart
Lockheed Martin Corporation (LMT)	0.1	$34M		83k	408.96	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$34M	+3%	97k	347.74	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.1	$34M		81k	414.90	View chart
International Business Machines (IBM)	0.1	$33M	+2%	238k	140.30	View chart
Verizon Communications (VZ)	0.1	$33M	-43%	1.0M	32.41	View chart
Cummins (CMI)	0.1	$33M	+5%	144k	228.46	View chart
First Commonwealth Financial (FCF)	0.1	$33M	NEW	2.7M	12.21	View chart
Automatic Data Processing (ADP)	0.1	$32M		135k	240.58	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$32M	-5%	322k	100.14	View chart
Intel Corporation (INTC)	0.1	$32M	+3%	906k	35.55	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$32M	+10%	159k	200.64	View chart
Corning Incorporated (GLW)	0.1	$31M	+5%	1.0M	30.47	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$31M	+2%	337k	93.18	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.1	$31M	+30%	624k	50.18	View chart
Andersons (ANDE)	0.1	$31M		602k	51.51	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$31M	+10%	237k	128.74	View chart
Lyondellbasell Industries N Shs - A - (LYB)	0.1	$30M	+4%	320k	94.70	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$30M		290k	104.34	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.1	$30M	+6%	655k	45.95	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.1	$30M		1.4M	20.99	View chart
Fifth Third Ban (FITB)	0.1	$30M	-2%	1.2M	25.33	View chart
Wells Fargo & Company (WFC)	0.1	$30M		726k	40.86	View chart
Albemarle Corporation (ALB)	0.1	$30M		174k	170.04	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$29M		716k	41.03	View chart
3M Company (MMM)	0.1	$29M	+12%	313k	93.62	View chart
Johnson Ctls Intl SHS (JCI)	0.1	$29M		549k	53.21	View chart
Enterprise Products Partners (EPD)	0.1	$29M	-4%	1.1M	27.37	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$29M	+24%	318k	90.39	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$29M		267k	107.14	View chart
Philip Morris International (PM)	0.1	$28M	+8%	304k	92.58	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$28M	-38%	245k	115.01	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$28M	+3%	568k	49.43	View chart
Charter Communications Inc N Cl A (CHTR)	0.1	$28M	-21%	63k	439.82	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.1	$28M	+4%	602k	45.84	View chart
FedEx Corporation (FDX)	0.1	$27M	-16%	103k	264.92	View chart
Baker Hughes Company Cl A (BKR)	0.1	$27M		767k	35.32	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$27M	-3%	1.1M	23.94	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$27M		350k	75.98	View chart
ConocoPhillips (COP)	0.1	$26M	+5%	219k	119.80	View chart
Ishares Tr Ibonds Dec23 Etf (IBDO)	0.1	$26M		1.0M	25.36	View chart
McKesson Corporation (MCK)	0.1	$26M	+3%	60k	434.84	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$26M	+5%	249k	103.72	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.1	$26M	+34%	1.1M	23.35	View chart
Novo-nordisk A S Adr (NVO)	0.1	$26M	+121%	282k	90.94	View chart
First Tr Value Line Divid In SHS (FVD)	0.1	$25M		674k	37.39	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$25M	+4%	291k	86.30	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.1	$25M	+3%	845k	29.32	View chart

Past Filings by Mariner

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

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
Mariner 2020 Q2 filed Aug. 14, 2020
Mariner 2020 Q1 filed May 14, 2020
Mariner 2019 Q4 filed Feb. 13, 2020

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z