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Mariner, LLC

SEC CIK
0001373442
Latest filing
Aug 13, 2026

Holdings in Q4 2022

Holdings as of Dec 31, 2022, filed Feb 14, 2023. Long positions only; changes compare share counts with Q3 2022.

Institution overview
Positions
2,737
+294 vs. Q3 2022
Portfolio value
$31.1B
+$6.09B (+24.4%) vs. Q3 2022
Filed
Feb 14, 2023
SEC
Holdings of Mariner, LLC in Q4 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Core S&P 500 ETF464287200ETF3,408,364$1.31B4.2%+255,367+8.1%Added–
AAPLApple Inc.Stock8,425,131$1.09B3.5%+1,643,164+24.2%AddedHistory
Vanguard Ftse Developed Markets ETF921943858ETF18,773,845$787.9M2.5%+488,240+2.7%Added–
MSFTMicrosoft CorpStock2,837,333$680.4M2.2%+399,557+16.4%AddedHistory
SPYSPDR S&P 500 ETF TrustETF1,263,875$483.3M1.6%+341,262+37.0%AddedHistory
iShares Core S&P Mid-Cap ETF464287507ETF1,897,569$459.0M1.5%+224,992+13.5%Added–
Vanguard Morningstar Value ETF922908744ETF3,138,472$440.5M1.4%+235,170+8.1%Added–
iShares Core MSCI Eafe ETF46432F842ETF6,161,609$379.8M1.2%+272,085+4.6%Added–
iShares Core U.S. Aggregate Bond ETF464287226ETF3,789,380$367.5M1.2%+757,409+25.0%Added–
APOApollo Global Management, Inc.COM5,684,978$362.6M1.2%−5,923−0.1%ReducedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF8,104,018$315.9M1.0%−588,514−6.8%Reduced–
PGProcter & Gamble CoStock1,963,691$297.6M1.0%+218,008+12.5%AddedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF1,447,711$276.8M0.9%+65,185+4.7%Added–
BRK.BBerkshire Hathaway IncStock876,050$270.6M0.9%+58,080+7.1%AddedHistory
UNHUnitedHealth Group IncStock479,559$254.3M0.8%+25,380+5.6%AddedHistory
JPMJPMorgan Chase & CoStock1,861,358$249.6M0.8%+96,049+5.4%AddedHistory
GOOGLAlphabet Inc.Stock2,758,349$243.4M0.8%+961,847+53.5%AddedHistory
AMZNAmazon Com IncStock2,879,381$241.9M0.8%+380,092+15.2%AddedHistory
JNJJohnson & JohnsonStock1,360,106$240.3M0.8%+176,731+14.9%AddedHistory
iShares S&P 500 Growth ETF464287309ETF3,951,058$231.1M0.7%+55,658+1.4%Added–
Vanguard Morningstar Growth ETF922908736ETF1,081,771$230.5M0.7%+50,050+4.9%Added–
iShares MSCI Eafe ETF464287465ETF3,402,859$223.4M0.7%−43,180−1.3%Reduced–
CVXChevron CorpStock1,139,350$204.5M0.7%+138,698+13.9%AddedHistory
Vanguard Dividend Appreciation ETF921908844ETF1,345,073$204.3M0.7%+497,131+58.6%Added–
HDHome Depot, Inc.Stock643,576$203.3M0.7%+29,856+4.9%AddedHistory
Vanguard S&P 500 ETF922908363ETF569,180$200.0M0.6%+34,555+6.5%Added–
Schwab U.S. Large-Cap Growth ETF808524300ETF3,492,586$194.0M0.6%+381,041+12.2%Added–
Schwab U.S. Large-Cap ETF808524201ETF4,123,463$186.2M0.6%+119,865+3.0%Added–
AVGOBroadcom Inc.Stock331,181$185.2M0.6%+61,138+22.6%AddedHistory
LLYEli Lilly & CoStock473,174$173.1M0.6%+29,260+6.6%AddedHistory
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF1,577,855$170.0M0.5%+1,331,048+539.3%Added–
MCDMcDonalds CorpStock636,373$167.7M0.5%+70,690+12.5%AddedHistory
VVisa Inc.Stock806,596$167.6M0.5%+90,290+12.6%AddedHistory
Vanguard Morningstar Small-Cap ETF922908751ETF910,664$167.1M0.5%+99,571+12.3%Added–
iShares S&P 500 Value ETF464287408ETF1,141,949$165.7M0.5%+26,593+2.4%Added–
MRKMerck & Co., Inc.Stock1,446,766$160.5M0.5%+149,941+11.6%AddedHistory
Schwab U.S. Large-Cap Value ETF808524409ETF2,425,361$160.1M0.5%+148,875+6.5%Added–
MAMastercard IncStock454,249$158.0M0.5%+53,379+13.3%AddedHistory
TMOThermo Fisher Scientific Inc.Stock286,066$157.5M0.5%+8,418+3.0%AddedHistory
iShares Select Dividend ETF464287168ETF1,280,752$154.5M0.5%+104,379+8.9%Added–
WMTWalmart Inc.Stock1,087,894$154.3M0.5%−15,185−1.4%ReducedHistory
Vanguard Real Estate ETF922908553ETF1,847,669$152.4M0.5%+75,523+4.3%Added–
Schwab US Dividend Equity ETF808524797ETF1,985,707$150.0M0.5%+237,088+13.6%Added–
Schwab International Equity ETF808524805ETF4,643,913$149.6M0.5%+256,235+5.8%Added–
Invesco QQQ Trust Series I46090E103ETF551,931$147.0M0.5%+290,882+111.4%Added–
NEENextera Energy IncStock1,753,599$146.6M0.5%+114,082+7.0%AddedHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF715,469$145.8M0.5%+78,818+12.4%Added–
NVDANVIDIA CorpStock996,755$145.7M0.5%+152,940+18.1%AddedHistory
PEPPepsiCo IncStock799,056$144.4M0.5%+84,260+11.8%AddedHistory
COSTCostco Wholesale CorpStock315,242$143.9M0.5%+3,758+1.2%AddedHistory
iShares Tr4642886613 7 YR TREAS BD1,236,816$142.1M0.5%+1,022,527+477.2%Added–
iShares Russell 2000 ETF464287655ETF779,036$135.8M0.4%−2,735−0.3%Reduced–
ABTAbbott LaboratoriesStock1,226,011$134.6M0.4%+56,356+4.8%AddedHistory
ABBVAbbVie Inc.Stock828,423$133.9M0.4%+104,993+14.5%AddedHistory
iShares Core MSCI Emerging Markets ETF46434G103ETF2,866,266$133.9M0.4%+985,763+52.4%Added–
BMYBristol Myers Squibb CoStock1,839,378$132.3M0.4%+314,314+20.6%AddedHistory
iShares Tr464288414NATIONAL MUN ETF1,251,832$132.1M0.4%+332,311+36.1%Added–
DHRDanaher CorpStock495,048$131.4M0.4%+20,975+4.4%AddedHistory
UNPUnion Pacific CorpStock623,623$129.1M0.4%+94,362+17.8%AddedHistory
iShares Tr46434V1000-5YR INVT GR CP2,658,973$127.3M0.4%+606,593+29.6%Added–
iShares Core S&P Small Cap ETF464287804ETF1,344,500$127.2M0.4%+78,624+6.2%Added–
NKENIKE, Inc.Stock1,038,269$121.5M0.4%+96,959+10.3%AddedHistory
iShares MSCI USA Min Vol Factor ETF46429B697ETF1,681,365$121.2M0.4%+178,597+11.9%Added–
PFEPfizer IncStock2,248,007$115.2M0.4%+309,653+16.0%AddedHistory
SBUXStarbucks CorpStock1,154,568$114.5M0.4%+71,106+6.6%AddedHistory
XOMExxonMobil Holdings CorpCOM1,033,537$114.0M0.4%+117,761+12.9%AddedHistory
iShares Core MSCI Total International Stock ETF46432F834ETF1,965,321$113.8M0.4%+18,788+1.0%Added–
SYKStryker CorpStock452,124$110.5M0.4%+2,881+0.6%AddedHistory
Vanguard Mun BD FDS922907746TAX EXEMPT BD2,199,873$108.9M0.3%−247,504−10.1%Reduced–
iShares Tr464287150CORE S&P TTL STK1,279,770$108.5M0.3%+223,019+21.1%Added–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF1,170,452$107.1M0.3%+548,539+88.2%Added–
iShares Russell 1000 Growth ETF464287614ETF493,674$105.8M0.3%+77,369+18.6%Added–
iShares Core Dividend Growth ETF46434V621ETF2,101,542$105.1M0.3%+198,020+10.4%Added–
TSLATesla, Inc.Stock824,866$101.6M0.3%+84,418+11.4%AddedHistory
GOOGAlphabet Inc.Stock1,143,844$101.5M0.3%+240,524+26.6%AddedHistory
BACBank of America CorpStock2,963,857$98.2M0.3%+101,571+3.5%AddedHistory
iShares Tr464288158SHRT NAT MUN ETF912,652$95.2M0.3%−68,928−7.0%Reduced–
DUKDuke Energy CORPStock899,221$92.6M0.3%+96,082+12.0%AddedHistory
PRUPrudential Financial IncStock927,127$92.2M0.3%+71,312+8.3%AddedHistory
LOWLowes Companies IncStock454,472$90.5M0.3%+9,999+2.2%AddedHistory
MRSHMarsh & McLennan Companies, Inc.Stock533,177$88.2M0.3%+28,465+5.6%AddedHistory
UPSUnited Parcel Service IncStock495,596$86.2M0.3%+84,312+20.5%AddedHistory
TXNTexas Instruments IncStock519,167$85.8M0.3%+30,625+6.3%AddedHistory
iShares Russell 1000 Value ETF464287598ETF564,675$85.6M0.3%+48,607+9.4%Added–
HONHoneywell International IncCOM390,550$83.7M0.3%+73,265+23.1%AddedHistory
TGTTarget CorpStock561,272$83.7M0.3%+70,264+14.3%AddedHistory
ADBEAdobe Inc.Stock248,625$83.7M0.3%+95,319+62.2%AddedHistory
iShares Tr464288687PFD AND INCM SEC2,656,810$81.1M0.3%+14,696+0.6%Added–
TJXTJX Companies IncStock1,005,117$80.0M0.3%+70,433+7.5%AddedHistory
NDAQNasdaq, Inc.COM1,294,710$79.4M0.3%+50,632+4.1%AddedHistory
State Street SPDR Portfolio S&P 500 ETF78464A854ETF1,765,460$79.4M0.3%+1,190,970+207.3%Added–
iShares Tr464287622RUS 1000 ETF368,455$77.6M0.2%−66,620−15.3%Reduced–
CSCOCisco Systems, Inc.Stock1,621,953$77.3M0.2%+213,693+15.2%AddedHistory
VZVerizon Communications IncStock1,932,092$76.1M0.2%−523,935−21.3%ReducedHistory
iShares Tr46434V613CORE UNIVRSL USD1,690,714$76.0M0.2%+597,930+54.7%Added–
DISWalt Disney CoStock857,755$74.5M0.2%−410,306−32.4%ReducedHistory
iShares Tr46432F859CORE 1 5 YR USD1,603,952$74.5M0.2%−121,617−7.0%Reduced–
PNCPNC Financial Services Group, Inc.Stock458,695$72.4M0.2%+27,607+6.4%AddedHistory
CVSCVS Health CorpStock776,675$72.4M0.2%−1400.0%ReducedHistory
Vanguard Admiral FDS Inc921932844MIDCP 400 VAL470,666$72.2M0.2%−7,384−1.5%Reduced–

Sold out since Q3 2022 (167)

Positions held at the end of Q3 2022 that are gone from this filing.

The largest 100 of 167 by value last quarter.

Positions of Mariner, LLC sold out since Q3 2022
SecurityClassShares in Q3 2022Value in Q3 2022% of portfolio in Q3 2022History
FLXSFlexsteel Industries IncCOM965,588$15.2M0.1%History
iShares Tr46434VBA7IBONDS DEC22 ETF465,194$11.6M<0.1%–
TWTRTwitter, Inc.COM228,619$10.0M<0.1%History
BAMBrookfield Asset Management Ltd.CL A LTD VT SH240,795$9.85M<0.1%History
Invesco Exch TRD SLF Idx FD46138J882BULSHS 2022 CB234,349$4.96M<0.1%–
iShares Tr46435G755IBONDS DEC2022165,996$4.30M<0.1%–
YAlleghany CorpCOM3,682$3.09M<0.1%History
CLRContinental Resources, IncCOM42,587$2.85M<0.1%History
CACCCredit Acceptance CorpCOM4,928$2.16M<0.1%History
GBTGlobal Blood Therapeutics, Inc.COM27,904$1.90M<0.1%History
MRCYMercury Systems IncCOM44,766$1.82M<0.1%History
ABMDAbiomed IncCOM6,767$1.66M<0.1%History
DREDuke Realty CorpCOM NEW34,167$1.65M<0.1%History
UPWheels Up Experience Inc.COMMON STOCK1,311,747$1.51M<0.1%History
GDOTGreen Dot CorpCL A71,231$1.35M<0.1%History
iShares U S ETF Tr46431W705INT RT HDG C B13,839$1.23M<0.1%–
TLSTelos CorpCOM122,765$1.09M<0.1%History
CTXSCitrix Systems IncCOM9,353$972.0K<0.1%History
Capital Group Core Equity Et14020V108SHS CREAT UNIT47,238$963.0K<0.1%–
Tata MTRS Ltd876568502SPONSORED ADR34,430$835.0K<0.1%–
SWCHSwitch, Inc.CL A18,933$638.0K<0.1%History
ZENZendesk, Inc.COM7,105$541.0K<0.1%History
SSDSimpson Manufacturing Co., Inc.COM5,561$436.0K<0.1%History
NLSNNielsen Holdings plcSHS EUR15,652$434.0K<0.1%History
iShares Tr46436E809IBONDS 22 TRM TS16,309$414.0K<0.1%–
BHVNBiohaven Ltd.COM2,540$384.0K<0.1%History
NICNicolet Bankshares IncCOM5,250$370.0K<0.1%History
Invesco Exch Traded FD Tr II46138G805TAXABLE MUN BD14,082$361.0K<0.1%–
AVLRAvalara, Inc.COM3,818$350.0K<0.1%History
TWSTTwist Bioscience CorpCOM9,471$334.0K<0.1%History
MANManpowerGroup Inc.COM5,119$331.0K<0.1%History
EHEHang Holdings LtdADS71,124$299.0K<0.1%History
iShares Tr464288745GLB CNS DISC ETF2,370$289.0K<0.1%–
GHGuardant Health, Inc.COM5,321$286.0K<0.1%History
Invesco Exch Traded FD Tr II46138G870VAR RATE PFD13,067$286.0K<0.1%–
CHNGChange Healthcare Inc.COM10,334$284.0K<0.1%History
WisdomTree Tr97717W760INTL SMCAP DIV5,419$279.0K<0.1%–
Invesco Exch Traded FD Tr II46138E529NY AMT FRE MUN12,977$277.0K<0.1%–
Invesco Exchange Traded FD T46137V639AI AND NEXT GEN3,106$276.0K<0.1%–
TRSTTrustco Bank Corp N YCOM NEW8,372$263.0K<0.1%History
Barclays Bank PLC06742A669IPATH SHILR CAPE14,400$263.0K<0.1%–
FBKFB Financial CorpCOM6,844$261.0K<0.1%History
OTTROtter Tail CorpCOM4,160$256.0K<0.1%History
Kraneshares Tr500767736QUADRTC INT RT11,516$255.0K<0.1%–
VIAVViavi Solutions Inc.COM19,329$252.0K<0.1%History
PIMCO ETF Tr72201R7830-5 HIGH YIELD2,851$249.0K<0.1%–
NHINational Health Investors IncCOM4,410$249.0K<0.1%History
iShares Tr464287184CHINA LG-CAP ETF9,439$244.0K<0.1%–
First Tr Exchange-Traded FD33733E872LUNT US FACTOR9,065$237.0K<0.1%–
First Tr Exchng Traded FD VI33740F730FT VEST US EQT7,842$236.0K<0.1%–
Fidelity Covington Trust316092824LOW VOLITY ETF5,597$235.0K<0.1%–
CRSPCRISPR Therapeutics AGNAMEN AKT3,586$234.0K<0.1%History
Invesco Exchange Traded FD T46137V779BLDG CONSTR ETF6,262$233.0K<0.1%–
iShares Tr464288505MRGSTR SM CP ETF5,449$233.0K<0.1%–
PLMRPalomar Holdings, Inc.Stock2,763$231.0K<0.1%History
MTLSMaterialise NVSPONSORED ADS21,253$228.0K<0.1%History
ALRMAlarm.com Holdings, Inc.COM3,501$227.0K<0.1%History
Vanguard Scottsdale FDS92206C573TOTAL CORP BND3,118$226.0K<0.1%–
SFBSServisFirst Bancshares, Inc.COM2,823$226.0K<0.1%History
ONTOOnto Innovation Inc.COM3,445$221.0K<0.1%History
PSNParsons CorpCOM5,649$221.0K<0.1%History
NTRANatera, Inc.COM4,965$218.0K<0.1%History
INMDInMode Ltd.SHS7,439$217.0K<0.1%History
BKUBankUnited, Inc.COM6,247$213.0K<0.1%History
BPOPPopular, Inc.COM NEW2,933$211.0K<0.1%History
CCRNCross Country Healthcare IncCOM7,399$210.0K<0.1%History
UHALU-Haul Holding CoCOM411$209.0K<0.1%History
ZGZillow Group, Inc.CL A7,237$207.0K<0.1%History
TYTRI-CONTINENTAL CorpCOM8,083$207.0K<0.1%History
PRVAPrivia Health Group, Inc.COM6,055$206.0K<0.1%History
CWHCamping World Holdings, Inc.CL A8,099$205.0K<0.1%History
Arrival GroupL0423Q108SHS252,281$204.0K<0.1%–
SFNCSimmons First National CorpCL A $1 PAR9,262$202.0K<0.1%History
LXFRLuxfer Holdings PLCSHS13,924$202.0K<0.1%History
PRAProassurance CorpCOM10,363$202.0K<0.1%History
Fidelity Covington Trust316092782VLU FACTOR ETF5,033$201.0K<0.1%–
VSTOVista Outdoor Inc.COM8,238$200.0K<0.1%History
LSPDLightspeed Commerce Inc.SUB VTG SHS11,318$199.0K<0.1%History
IDYAIDEAYA Biosciences, Inc.COM12,356$184.0K<0.1%History
Two Harbors Investment Corp.90187B408COM NEW50,345$167.0K<0.1%–
VIVTelefonica Brasil S.A.SPONSORED ADS21,661$163.0K<0.1%History
ACNTAscent Industries Co.COM10,704$150.0K<0.1%History
AIC3.ai, Inc.Stock11,656$146.0K<0.1%History
FAZEFaZe Holdings Inc.COMMON STOCK15,025$145.0K<0.1%History
Natura &CO Hldg S A63884N108ADS25,746$141.0K<0.1%–
HTGCHercules Capital, Inc.COM11,397$132.0K<0.1%History
GWRSGlobal Water Resources, Inc.COM11,242$132.0K<0.1%History
HAPNHappen, Inc.COM NEW11,082$122.0K<0.1%History
QTRXQuanterix CorpCOM10,519$116.0K<0.1%History
SGCSuperior Group of Companies, Inc.COM12,511$111.0K<0.1%History
EFLEaton Vance Floating-Rate 2022 Target Term TrustCOM12,321$106.0K<0.1%History
GGTGabelli Multimedia Trust Inc.COM16,561$104.0K<0.1%History
MRCMRC Global Inc.COM14,026$101.0K<0.1%History
NESRNational Energy Services Reunited Corp.SHS16,903$100.0K<0.1%History
PMMFranklin Managed Municipal Income TrustCOM17,667$100.0K<0.1%History
HTHersha Hospitality TrustPR SHS BEN INT12,464$99.0K<0.1%History
ONLOrion Properties Inc.REIT11,209$98.0K<0.1%History
Azul S A05501U106SPONSR ADR PFD12,000$98.0K<0.1%–
KPTIKaryopharm Therapeutics Inc.COM16,705$91.0K<0.1%History
GCMGGCM Grosvenor Inc.COM CL A11,466$90.0K<0.1%History