Mariner Wealth Advisors

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

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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 3517 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Mariner has 3517 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.5 $5.2B 18M 289.33
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NVIDIA Corporation (NVDA) 5.5 $5.2B 26M 200.09
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Ishares Tr Core S&p500 Etf (IVV) 4.4 $4.2B 5.6M 748.84
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.8 $2.6B +4% 37M 71.25
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Microsoft Corporation (MSFT) 2.1 $2.0B -5% 5.5M 372.98
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Alphabet Cap Stk Cl A (GOOGL) 1.7 $1.6B 4.6M 357.25
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Amazon (AMZN) 1.6 $1.6B 6.6M 238.34
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Ishares Tr Core Us Aggbd Et (AGG) 1.5 $1.5B +8% 15M 98.98
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Broadcom (AVGO) 1.4 $1.3B 3.6M 377.72
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Ishares Tr Core S&p Mcp Etf (IJH) 1.3 $1.3B 16M 77.11
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Micron Technology (MU) 1.1 $1.1B +81% 946k 1153.69
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Vanguard Index Fds Value Etf (VTV) 1.1 $1.1B -2% 5.0M 217.91
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.1 $1.1B -4% 1.4M 746.43
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JPMorgan Chase & Co. (JPM) 1.1 $1.0B +2% 3.2M 327.36
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Ishares Tr Core Msci Eafe (IEFA) 1.0 $983M +4% 10M 96.58
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Vanguard Index Fds Growth Etf (VUG) 1.0 $962M +488% 11M 86.14
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Ishares Tr Core Univrsl Usd (IUSB) 1.0 $958M +9% 21M 46.17
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Alphabet Cap Stk Cl C (GOOG) 0.9 $875M -3% 2.5M 353.27
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Eli Lilly & Co. (LLY) 0.9 $860M +3% 717k 1199.30
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.9 $844M 14M 59.69
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Meta Platforms Cl A (META) 0.8 $805M 1.4M 563.33
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Tesla Motors (TSLA) 0.8 $796M 1.9M 420.34
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Ishares Core Msci Emkt (IEMG) 0.8 $733M 8.9M 82.84
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Corning Incorporated (GLW) 0.8 $733M -19% 2.9M 255.43
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.8 $723M -12% 981k 736.47
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Vanguard Index Fds Mid Cap Etf (VO) 0.7 $704M +309% 8.7M 80.57
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Vanguard Index Fds Small Cp Etf (VB) 0.7 $691M +2% 2.3M 303.12
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Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $674M 1.8M 370.09
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.7 $653M -2% 19M 33.84
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $623M 1.2M 500.38
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $561M -9% 817k 686.77
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Apollo Global Mgmt (APO) 0.6 $553M 4.7M 118.12
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Ge Vernova (GEV) 0.6 $542M -16% 462k 1174.18
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Wal-Mart Stores (WMT) 0.6 $537M -3% 4.7M 113.30
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Johnson & Johnson (JNJ) 0.5 $493M 1.9M 253.96
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Crowdstrike Hldgs Cl A (CRWD) 0.5 $486M +2% 637k 762.91
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Applied Materials (AMAT) 0.5 $470M +29% 650k 722.77
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.5 $450M -8% 3.3M 137.50
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Procter & Gamble Company (PG) 0.4 $417M -3% 2.8M 146.67
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Amgen (AMGN) 0.4 $396M 1.1M 362.19
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Advanced Micro Devices (AMD) 0.4 $394M -9% 679k 580.84
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Costco Wholesale Corporation (COST) 0.4 $393M -3% 420k 935.98
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Lam Research Corp Com New (LRCX) 0.4 $383M -2% 885k 433.31
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Kla Corp Com New (KLAC) 0.4 $378M +905% 1.3M 301.56
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PNC Financial Services (PNC) 0.4 $369M +3% 1.5M 246.22
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TJX Companies (TJX) 0.4 $368M +45% 2.4M 151.50
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Visa Com Cl A (V) 0.4 $362M 1.1M 343.08
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Merck & Co (MRK) 0.4 $358M 2.8M 128.51
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Exxon Mobil Corporation (XOM) 0.4 $346M 2.5M 136.71
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Abbvie (ABBV) 0.4 $345M +4% 1.4M 251.64
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Caterpillar (CAT) 0.3 $329M -3% 309k 1064.87
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Mastercard Incorporated Cl A (MA) 0.3 $324M 631k 513.72
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.3 $318M 9.1M 34.81
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $304M 10M 29.43
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Ishares Tr Msci Eafe Etf (EFA) 0.3 $300M -7% 2.9M 103.88
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Vanguard Specialized Funds Div App Etf (VIG) 0.3 $294M -8% 1.2M 236.62
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Ishares Tr Rus Tp200 Gr Etf (IWY) 0.3 $288M -28% 992k 290.62
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Chevron Corporation (CVX) 0.3 $288M +4% 1.7M 165.80
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Cadence Design Systems (CDNS) 0.3 $286M +7% 763k 375.29
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Fastenal Company (FAST) 0.3 $283M +40% 5.9M 48.02
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Cummins (CMI) 0.3 $281M +60% 395k 713.15
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Nextera Energy (NEE) 0.3 $280M 3.2M 87.76
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.3 $276M +5% 369.00 748850.00
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $268M -3% 9.7M 27.70
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Palantir Technologies Cl A (PLTR) 0.3 $264M +15% 2.3M 116.67
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Cisco Systems (CSCO) 0.3 $261M -7% 2.2M 117.45
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.3 $254M +6% 2.2M 117.45
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J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.3 $254M +14% 5.4M 46.94
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Nasdaq Omx (NDAQ) 0.3 $249M +6% 3.2M 78.82
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Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.3 $249M -7% 522k 477.39
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Home Depot (HD) 0.3 $247M -37% 699k 352.67
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $247M +249% 2.0M 124.17
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Ishares Tr Core S&p Scp Etf (IJR) 0.3 $244M -5% 1.6M 148.26
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $242M +12% 4.8M 50.58
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Ishares Tr Russell 2000 Etf (IWM) 0.3 $240M +18% 800k 300.40
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Ishares Tr S&p 500 Val Etf (IVE) 0.3 $239M -6% 1.1M 227.06
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Netflix (NFLX) 0.2 $236M +21% 3.3M 71.93
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Linde SHS (LIN) 0.2 $235M 452k 518.72
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Ishares Tr Core Msci Total (IXUS) 0.2 $234M 2.5M 95.44
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Ishares Tr Rus 1000 Etf (IWB) 0.2 $232M -2% 566k 409.51
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Ishares Tr National Mun Etf (MUB) 0.2 $226M 2.1M 107.62
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Phillips 66 (PSX) 0.2 $222M +7% 1.3M 169.07
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Everpure Cl A (P) 0.2 $222M 2.8M 78.77
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $221M -8% 7.0M 31.71
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Trane Technologies SHS (TT) 0.2 $219M +7% 446k 491.03
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Charles Schwab Corporation (SCHW) 0.2 $219M +11% 2.4M 92.25
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McDonald's Corporation (MCD) 0.2 $217M -4% 804k 270.25
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Texas Instruments Incorporated (TXN) 0.2 $216M +10% 724k 297.86
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Stryker Corporation (SYK) 0.2 $215M -5% 684k 315.05
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Dimensional Etf Trust Us Equi Mark Etf (DFUS) 0.2 $215M -12% 2.6M 81.94
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Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $214M +4% 2.2M 96.43
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Teledyne Technologies Incorporated (TDY) 0.2 $212M -3% 318k 666.48
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Goldman Sachs (GS) 0.2 $212M +6% 209k 1011.43
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Spdr Index Shs Fds St Str Po Ex Etf (SPDW) 0.2 $210M -6% 4.2M 50.39
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Vanguard Index Fds Large Cap Etf (VV) 0.2 $200M -3% 582k 343.89
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Palo Alto Networks (PANW) 0.2 $198M -5% 580k 340.94
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Intel Corporation (INTC) 0.2 $195M +2% 1.4M 139.62
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Morgan Stanley Com New (MS) 0.2 $194M +3% 928k 209.04
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Ge Aerospace Com New (GE) 0.2 $192M -2% 514k 373.70
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Ishares Tr Core Div Grwth (DGRO) 0.2 $192M -7% 2.5M 75.79
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UnitedHealth (UNH) 0.2 $191M +7% 460k 415.72
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Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $191M 1.7M 110.32
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.2 $179M 4.4M 41.25
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Select Sector Spdr Tr St Str Techn Etf (XLK) 0.2 $177M -11% 926k 190.52
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.2 $175M +2% 4.4M 40.20
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $173M -3% 1.1M 164.14
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International Business Machines (IBM) 0.2 $172M +11% 612k 281.17
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Arista Networks Com Shs (ANET) 0.2 $171M -2% 1.0M 169.74
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Bank of America Corporation (BAC) 0.2 $166M +6% 2.9M 57.00
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Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.2 $164M 3.0M 54.03
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Spdr Series Trust St Str P500etf (SPYM) 0.2 $163M -24% 1.9M 87.85
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Coca-Cola Company (KO) 0.2 $163M -6% 2.0M 81.27
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Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $155M 2.0M 76.70
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Oracle Corporation (ORCL) 0.2 $155M +2% 1.1M 146.55
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Eaton Corp SHS (ETN) 0.2 $150M -7% 351k 425.96
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Jazz Pharmaceuticals Shs Usd (JAZZ) 0.2 $147M +1420% 609k 240.96
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Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 0.2 $146M -19% 3.3M 44.36
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Ishares Tr Eafe Value Etf (EFV) 0.2 $145M +112% 1.9M 76.55
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $144M -7% 2.0M 73.41
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Marathon Petroleum Corp (MPC) 0.2 $144M 559k 256.80
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Expedia Group Com New (EXPE) 0.1 $143M +5% 558k 255.90
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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.1 $140M 2.8M 50.49
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $136M -6% 4.7M 28.96
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Blackrock (BLK) 0.1 $135M 140k 961.51
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Citigroup Com New (C) 0.1 $134M +8% 960k 139.98
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Duke Energy Corp Com New (DUK) 0.1 $134M -5% 1.1M 126.59
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Ishares Tr Glb Infrastr Etf (IGF) 0.1 $133M +6% 2.0M 66.60
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Spdr Gold Tr Gold Shs (GLD) 0.1 $131M -20% 355k 368.38
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Asml Hldg Nv N Y Registry Shs (ASML) 0.1 $129M -7% 65k 1989.13
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Doordash Cl A (DASH) 0.1 $128M -2% 694k 184.55
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Analog Devices (ADI) 0.1 $128M 322k 396.79
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Waste Management (WM) 0.1 $124M -8% 557k 222.88
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Pepsi (PEP) 0.1 $123M -12% 910k 135.47
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Dell Technologies CL C (DELL) 0.1 $122M +6% 284k 430.69
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $122M +2% 618k 197.60
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $122M +16% 1.8M 68.41
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Western Digital (WDC) 0.1 $121M +4% 189k 639.31
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $120M -16% 546k 219.43
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At&t (T) 0.1 $119M +4% 5.7M 20.71
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $119M -2% 3.3M 36.13
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $115M 475k 242.99
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Amphenol Corp Cl A (APH) 0.1 $112M -5% 635k 176.19
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $110M -9% 701k 156.94
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Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $110M -5% 454k 242.43
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McKesson Corporation (MCK) 0.1 $109M 144k 755.56
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Kinder Morgan (KMI) 0.1 $108M 3.4M 31.97
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Danaher Corporation (DHR) 0.1 $107M +28% 561k 190.52
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United Rentals (URI) 0.1 $105M +5% 93k 1132.76
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Sandisk Corp (SNDK) 0.1 $104M -12% 47k 2217.29
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Raytheon Technologies Corp (RTX) 0.1 $101M 532k 189.72
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Qualcomm (QCOM) 0.1 $101M -4% 545k 184.82
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Spdr Series Trust ST STR P500GRW (SPYG) 0.1 $100M -38% 836k 118.95
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Cloudflare Cl A Com (NET) 0.1 $99M -7% 403k 244.59
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Vanguard Admiral Fds Midcp 400 Val (IVOV) 0.1 $98M 858k 114.07
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Ishares Tr Core Msci Euro (IEUR) 0.1 $98M +807% 1.3M 75.17
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Ishares Tr Pfd And Incm Sec (PFF) 0.1 $98M -6% 3.2M 30.49
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Equinix (EQIX) 0.1 $97M +8% 93k 1043.31
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $97M 663k 146.40
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $97M -3% 2.6M 36.87
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Uber Technologies (UBER) 0.1 $96M -5% 1.3M 72.35
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $96M -6% 451k 212.77
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Spdr Series Trust St Str P500val (SPYV) 0.1 $95M -25% 1.6M 60.79
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Bristol Myers Squibb (BMY) 0.1 $95M -5% 1.6M 57.62
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Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $95M 962k 98.20
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Philip Morris International (PM) 0.1 $93M +4% 516k 180.92
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Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $93M +34% 96k 964.38
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Vanguard Admiral Fds Midcp 400 Grth (IVOG) 0.1 $92M 632k 146.30
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $91M -3% 851k 106.47
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Wells Fargo & Company (WFC) 0.1 $90M +15% 1.1M 82.64
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Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $90M -2% 568k 158.03
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Ishares Tr Msci Usa Min Etf (USMV) 0.1 $90M -13% 928k 96.46
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Comfort Systems USA (FIX) 0.1 $89M 45k 1981.80
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Chubb (CB) 0.1 $88M +3% 259k 340.73
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $88M +37% 1.0M 85.49
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Lowe's Companies (LOW) 0.1 $88M -25% 398k 220.49
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American Tower Reit (AMT) 0.1 $86M +17% 528k 163.60
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Booking Holdings (BKNG) 0.1 $86M +1615% 482k 178.28
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Ishares Msci Emrg Chn (EMXC) 0.1 $86M +5% 839k 102.30
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Target Corporation (TGT) 0.1 $86M +5% 656k 130.61
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Ishares Gold Tr Ishares New (IAU) 0.1 $85M -18% 1.1M 75.51
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Deere & Company (DE) 0.1 $85M -16% 134k 634.23
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Ishares Tr Core Msci Intl (IDEV) 0.1 $84M 946k 89.01
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Marsh & McLennan Companies (MRSH) 0.1 $83M -13% 498k 166.68
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Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.1 $81M -4% 591k 137.54
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Vanguard World Inf Tech Etf (VGT) 0.1 $81M +619% 676k 119.52
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Ishares Tr TRS FLT RT BD (TFLO) 0.1 $80M 1.6M 50.63
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Vanguard World Mega Grwth Ind (MGK) 0.1 $80M +365% 913k 87.91
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Abbott Laboratories (ABT) 0.1 $80M +21% 879k 90.75
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NetApp (NTAP) 0.1 $79M -3% 509k 154.76
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Cincinnati Financial Corporation (CINF) 0.1 $78M -5% 421k 185.14
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Gilead Sciences (GILD) 0.1 $77M -2% 608k 126.34
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Palmer Square Funds Tr Clo Sr Debt Etf (PSQA) 0.1 $77M +63% 3.7M 20.46
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Lockheed Martin Corporation (LMT) 0.1 $77M -10% 150k 509.40
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Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.1 $76M +103% 763k 100.16
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Cme (CME) 0.1 $76M -4% 344k 220.83
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $75M -3% 205k 365.70
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Progressive Corporation (PGR) 0.1 $74M -6% 340k 218.48
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $74M -43% 735k 100.81
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FedEx Corporation (FDX) 0.1 $74M +15% 236k 313.14
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State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.1 $74M 105k 703.31
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Altria (MO) 0.1 $74M +5% 1.0M 71.96
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Vertiv Holdings Com Cl A (VRT) 0.1 $73M +10% 218k 334.72
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Astrazeneca Ord (AZN) 0.1 $73M +3% 384k 189.41
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Ishares Tr Us Infrastruc (IFRA) 0.1 $73M +8% 1.2M 63.04
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $72M +9% 916k 79.03
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Ishares Tr 0-3 Mth Treasury (SGOV) 0.1 $72M 714k 100.67
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Snowflake Com Shs (SNOW) 0.1 $71M -2% 279k 253.42
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Dollar General (DG) 0.1 $70M 611k 115.11
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Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $70M 1.3M 52.41
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Emerson Electric (EMR) 0.1 $69M -9% 485k 143.13
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Ishares Tr Core 1 5 Yr Usd (ISTB) 0.1 $68M +6% 1.4M 48.25
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Prologis (PLD) 0.1 $68M 501k 135.48
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GSK Sponsored Adr (GSK) 0.1 $67M +4% 1.3M 52.43
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Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $67M +2% 135k 496.64
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3M Company (MMM) 0.1 $66M -3% 405k 161.91
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Verizon Communications (VZ) 0.1 $65M +11% 1.5M 42.34
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Spdr Index Shs Fds St Port Mark Etf (SPEM) 0.1 $65M -33% 1.3M 51.78
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Servicenow (NOW) 0.1 $65M -28% 651k 99.80
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MPLX Com Unit Rep Ltd (MPLX) 0.1 $64M 1.1M 56.32
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American Express Company (AXP) 0.1 $64M -13% 190k 338.49
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Air Products & Chemicals (APD) 0.1 $64M 219k 293.16
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Boeing Company (BA) 0.1 $64M +12% 295k 216.47
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American Electric Power Company (AEP) 0.1 $64M -8% 465k 136.83
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Fortinet (FTNT) 0.1 $63M -6% 414k 153.19
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Teradyne (TER) 0.1 $63M +12% 129k 483.77
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Spdr Series Trust St Str Blo 1 Etf (BIL) 0.1 $63M -42% 682k 91.64
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Regeneron Pharmaceuticals (REGN) 0.1 $62M -19% 100k 623.64
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Sherwin-Williams Company (SHW) 0.1 $62M -3% 180k 344.32
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Spdr Series Trust St Shor Corp Etf (SPSB) 0.1 $62M +3% 2.1M 30.01
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SYSCO Corporation (SYY) 0.1 $62M +10% 737k 83.58
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Centene Corporation (CNC) 0.1 $62M -2% 960k 64.17
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Celestica (CLS) 0.1 $61M +23% 169k 364.29
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United Parcel Svcs CL B (UPS) 0.1 $61M -5% 571k 107.50
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Capital One Financial (COF) 0.1 $61M +42% 306k 200.64
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Union Pacific Corporation (UNP) 0.1 $61M -12% 225k 272.00
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Prudential Financial (PRU) 0.1 $61M +18% 566k 107.93
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Medtronic SHS (MDT) 0.1 $61M +11% 780k 78.24
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Thermo Fisher Scientific (TMO) 0.1 $61M -9% 121k 501.37
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New York Life Investments Et Ftse Intl Eqty C (HFXI) 0.1 $61M 1.6M 38.09
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Marvell Technology (MRVL) 0.1 $60M +13% 202k 296.80
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.1 $60M +9% 1.5M 40.64
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Metropcs Communications (TMUS) 0.1 $60M +59% 355k 167.79
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $60M 477k 124.80
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.1 $59M -3% 1.1M 51.69
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Ishares Tr Core High Dv Etf (HDV) 0.1 $59M +375% 2.1M 27.41
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Northern Trust Corporation (NTRS) 0.1 $59M +87% 338k 173.85
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Ishares Tr Cr 5 10 Yr Etf (IMTB) 0.1 $59M +2% 1.3M 43.61
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Paychex (PAYX) 0.1 $58M +15% 590k 98.36
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Bny Mellon Etf Trust Ii Dynamic Value (BKDV) 0.1 $58M +79% 1.7M 33.49
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Pfizer (PFE) 0.1 $58M +28% 2.4M 24.08
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Past Filings by Mariner

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

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