Mariner Wealth Advisors »

Upexi shares owned by Mariner Wealth Advisors

Quarter-by-quarter ownership of Upexi (UPXI) shares owned by Mariner Wealth Advisors from 13F filings

Historical chart of Mariner Wealth Advisors investment in Upexi

Tip: Access up to 7 years of quarterly data

All positions including Upexi held by Mariner Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Upexi by Mariner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $58k 10k 5.77

More positions owned by Mariner Wealth Advisors

Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Broadcom (AVGO)
Amazon (AMZN)
Ishares Tr Core Us Aggbd Et (AGG)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Mariner Wealth Advisors

Top funds holding Upexi

Polar Securities
Susquehanna International
Jane Street
Citadel Advisors
Alyeska Investment Group
MMCAP International Inc. SPC
UBS Group
Vanguard Group
BlackRock
Marex Group
Shariaportfolio
NewGen Asset Management
Geode Capital Management
Kathmere Capital Management
Millennium Management

View all funds holding Upexi