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Mariner, LLC

SEC CIK
0001373442
Latest filing
Aug 13, 2026

Holdings in Q1 2021

Holdings as of Mar 31, 2021, filed May 7, 2021. Long positions only.

Institution overview
Positions
856
No 13F data for Q4 2020
Portfolio value
$14.3B
No 13F data for Q4 2020
Filed
May 7, 2021
SEC

Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.

Holdings of Mariner, LLC in Q1 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Core S&P 500 ETF464287200ETF2,344,284$932.6M6.5%–––
AAPLApple Inc.Stock3,739,586$456.8M3.2%––History
MSFTMicrosoft CorpStock1,340,366$316.0M2.2%––History
SPYSPDR S&P 500 ETF TrustETF639,303$253.4M1.8%––History
Vanguard Ftse Developed Markets ETF921943858ETF5,048,599$247.9M1.7%–––
iShares Core MSCI Eafe ETF46432F842ETF3,359,937$242.1M1.7%–––
iShares MSCI Eafe ETF464287465ETF3,129,708$237.5M1.7%–––
iShares Core S&P Mid-Cap ETF464287507ETF891,525$232.0M1.6%–––
Vanguard Morningstar Value ETF922908744ETF1,719,788$226.1M1.6%–––
iShares Core U.S. Aggregate Bond ETF464287226ETF1,959,280$223.0M1.6%–––
Schwab U.S. Large-Cap Growth ETF808524300ETF1,718,036$223.0M1.6%–––
Schwab U.S. Large-Cap ETF808524201ETF1,949,901$187.3M1.3%–––
AMZNAmazon Com IncStock52,573$162.7M1.1%––History
PGProcter & Gamble CoStock1,187,745$160.9M1.1%––History
Vanguard Morningstar Growth ETF922908736ETF567,445$145.9M1.0%–––
iShares Russell 2000 ETF464287655ETF619,426$136.9M1.0%–––
JPMJPMorgan Chase & CoStock836,489$127.3M0.9%––History
Schwab U.S. Large-Cap Value ETF808524409ETF1,879,435$122.7M0.9%–––
iShares MSCI USA Min Vol Factor ETF46429B697ETF1,772,789$122.7M0.9%–––
iShares S&P 500 Growth ETF464287309ETF1,851,094$120.5M0.8%–––
JNJJohnson & JohnsonStock731,893$120.3M0.8%––History
UNHUnitedHealth Group IncStock309,880$115.3M0.8%––History
VVisa Inc.Stock536,172$113.5M0.8%––History
HDHome Depot, Inc.Stock355,362$108.5M0.8%––History
Vanguard Dividend Appreciation ETF921908844ETF699,074$102.8M0.7%–––
iShares Core MSCI Total International Stock ETF46432F834ETF1,458,991$102.5M0.7%–––
Schwab International Equity ETF808524805ETF2,550,832$96.0M0.7%–––
Vanguard Real Estate ETF922908553ETF992,536$91.2M0.6%–––
iShares Core S&P Small Cap ETF464287804ETF833,619$90.5M0.6%–––
VZVerizon Communications IncStock1,530,890$89.0M0.6%––History
DISWalt Disney CoStock467,599$86.3M0.6%––History
FFIVF5, Inc.Stock408,039$85.1M0.6%––History
iShares Russell 1000 Growth ETF464287614ETF334,874$81.4M0.6%–––
SBUXStarbucks CorpStock739,241$80.8M0.6%––History
MRKMerck & Co., Inc.Stock1,046,165$80.6M0.6%––History
MCDMcDonalds CorpStock359,134$80.5M0.6%––History
Vanguard Morningstar Total Stock Market ETF922908769ETF385,308$79.6M0.6%–––
Vanguard Morningstar Small-Cap ETF922908751ETF359,564$77.0M0.5%–––
MCHPMicrochip Technology IncStock482,891$75.0M0.5%––History
TGTTarget CorpStock375,818$74.4M0.5%––History
PEPPepsiCo IncStock513,802$72.7M0.5%––History
SYKStryker CorpStock298,169$72.6M0.5%––History
BRK.BBerkshire Hathaway IncStock283,275$72.4M0.5%––History
LOWLowes Companies IncStock379,331$72.1M0.5%––History
Vanguard Admiral FDS Inc921932844MIDCP 400 VAL460,431$71.9M0.5%–––
MAMastercard IncStock201,431$71.7M0.5%––History
iShares Tr46432F859CORE 1 5 YR USD1,397,377$71.7M0.5%–––
CRMSalesforce, Inc.Stock337,290$71.5M0.5%––History
BACBank of America CorpStock1,839,396$71.2M0.5%––History
Vanguard Admiral FDS Inc921932869MIDCP 400 GRTH362,452$70.5M0.5%–––
ABTAbbott LaboratoriesStock580,247$69.5M0.5%––History
QCOMQualcomm IncStock522,402$69.3M0.5%––History
CVXChevron CorpStock659,968$69.2M0.5%––History
Schwab US Dividend Equity ETF808524797ETF947,442$69.1M0.5%–––
Schwab US Aggregate Bond ETF808524839ETF1,280,073$69.1M0.5%–––
Vanguard Ftse Emerging Markets ETF922042858ETF1,284,849$66.9M0.5%–––
NVDANVIDIA CorpStock123,653$66.0M0.5%––History
SLQTSelectQuote, Inc.COM2,207,789$65.2M0.5%––History
COSTCostco Wholesale CorpStock176,507$62.2M0.4%––History
WMTWalmart Inc.Stock457,473$62.1M0.4%––History
APDAir Products & Chemicals, Inc.Stock218,485$61.5M0.4%––History
iShares Tr464288414NATIONAL MUN ETF520,781$60.4M0.4%–––
LLYEli Lilly & CoStock307,282$57.4M0.4%––History
iShares Tr464287234MSCI EMG MKT ETF1,073,900$57.3M0.4%–––
TMOThermo Fisher Scientific Inc.Stock125,491$57.3M0.4%––History
iShares Russell 1000 Value ETF464287598ETF377,664$57.2M0.4%–––
iShares Core Dividend Growth ETF46434V621ETF1,176,395$56.8M0.4%–––
iShares S&P 500 Value ETF464287408ETF401,129$56.7M0.4%–––
Schwab U.S. Small-Cap ETF808524607ETF565,746$56.4M0.4%–––
ITWIllinois Tool Works IncStock253,751$56.2M0.4%––History
TXNTexas Instruments IncStock296,860$56.1M0.4%––History
Invesco QQQ Trust Series I46090E103ETF173,404$55.3M0.4%–––
FDXFedEx CorpStock191,604$54.4M0.4%––History
MMM3M CoStock280,381$54.0M0.4%––History
NKENIKE, Inc.Stock406,189$54.0M0.4%––History
UNPUnion Pacific CorpStock244,217$53.8M0.4%––History
GOOGLAlphabet Inc.Stock26,061$53.8M0.4%––History
GOOGAlphabet Inc.Stock25,582$52.9M0.4%––History
COHRCoherent Corp.COM771,537$52.7M0.4%––History
iShares Tr464288687PFD AND INCM SEC1,355,105$52.0M0.4%–––
GLDSPDR Gold TrustETF322,142$51.5M0.4%––History
LHXL3HARRIS Technologies, Inc.Stock251,763$51.0M0.4%––History
DHRDanaher CorpStock224,845$50.6M0.4%––History
TJXTJX Companies IncStock749,901$49.6M0.3%––History
MRSHMarsh & McLennan Companies, Inc.Stock405,139$49.3M0.3%––History
UPSUnited Parcel Service IncStock285,362$48.5M0.3%––History
TSLATesla, Inc.Stock70,898$47.4M0.3%––History
NEENextera Energy IncStock624,338$47.2M0.3%––History
ACNAccenture plcStock170,871$47.2M0.3%––History
BMYBristol Myers Squibb CoStock744,373$47.0M0.3%––History
TAT&T Inc.Stock1,536,871$46.5M0.3%––History
HONHoneywell International IncCOM213,466$46.3M0.3%––History
iShares MSCI USA Momentum Factor ETF46432F396ETF282,958$45.5M0.3%–––
MDTMedtronic plcStock384,343$45.4M0.3%––History
CVSCVS Health CorpStock590,958$44.5M0.3%––History
FITBFifth Third BancorpCOM1,143,317$42.8M0.3%––History
AVGOBroadcom Inc.Stock91,545$42.4M0.3%––History
FISVFiserv IncStock352,473$42.0M0.3%––History
METAMeta Platforms, Inc.Stock140,498$41.4M0.3%––History
State Street Technology Select Sector SPDR ETF81369Y803ETF310,141$41.2M0.3%–––