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Mariner, LLC

SEC CIK
0001373442
Latest filing
Aug 13, 2026

Holdings in Q2 2024

Holdings as of Jun 30, 2024, filed Aug 13, 2024. Long positions only; changes compare share counts with Q1 2024.

Institution overview
Positions
3,153
+26 vs. Q1 2024
Portfolio value
$51.6B
+$3.22B (+6.7%) vs. Q1 2024
Filed
Aug 13, 2024
SEC
Holdings of Mariner, LLC in Q2 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock13,519,619$2.85B5.5%+908,580+7.2%AddedHistory
iShares Core S&P 500 ETF464287200ETF4,263,655$2.33B4.5%+140,480+3.4%Added–
NVDANVIDIA CorpStock14,852,927$1.83B3.6%+1,456,117+10.9%AddedConverted for a 10-for-1 splitHistory
MSFTMicrosoft CorpStock3,718,711$1.66B3.2%+157,229+4.4%AddedHistory
Vanguard Ftse Developed Markets ETF921943858ETF27,012,626$1.33B2.6%+1,196,494+4.6%Added–
AMZNAmazon Com IncStock4,177,557$807.3M1.6%+255,095+6.5%AddedHistory
iShares Core S&P Mid-Cap ETF464287507ETF11,949,940$699.3M1.4%+264,511+2.3%Added–
SPYSPDR S&P 500 ETF TrustETF1,239,093$674.3M1.3%−17,599−1.4%ReducedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF6,912,868$671.1M1.3%+379,684+5.8%Added–
Vanguard Morningstar Value ETF922908744ETF3,982,054$638.7M1.2%+81,578+2.1%Added–
GOOGLAlphabet Inc.Stock3,503,065$638.1M1.2%+115,594+3.4%AddedHistory
iShares Core MSCI Eafe ETF46432F842ETF8,443,417$613.3M1.2%+170,812+2.1%Added–
Vanguard Morningstar Growth ETF922908736ETF1,564,202$585.0M1.1%+80,674+5.4%Added–
AVGOBroadcom Inc.Stock341,791$548.8M1.1%+17,642+5.4%AddedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF11,996,056$524.9M1.0%+386,222+3.3%Added–
JPMJPMorgan Chase & CoStock2,435,601$492.6M1.0%+142,704+6.2%AddedHistory
LLYEli Lilly & CoStock538,037$487.1M0.9%+19,570+3.8%AddedHistory
APOApollo Global Management, Inc.COM3,729,707$440.1M0.9%+13,519+0.4%AddedHistory
PGProcter & Gamble CoStock2,604,471$429.5M0.8%+92,470+3.7%AddedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF1,570,469$420.2M0.8%+67,374+4.5%Added–
METAMeta Platforms, Inc.Stock814,303$410.6M0.8%+172,567+26.9%AddedHistory
BRK.BBerkshire Hathaway IncStock999,184$406.5M0.8%+21,787+2.2%AddedHistory
Schwab U.S. Large-Cap Growth ETF808524300ETF3,971,631$400.5M0.8%+150,003+3.9%Added–
Vanguard S&P 500 ETF922908363ETF713,185$356.7M0.7%+21,772+3.1%Added–
Invesco QQQ Trust Series I46090E103ETF739,237$354.2M0.7%+24,521+3.4%Added–
iShares S&P 500 Growth ETF464287309ETF3,787,254$350.5M0.7%+44,589+1.2%Added–
iShares Tr46434V613CORE UNIVRSL USD7,352,713$332.5M0.6%+857,116+13.2%Added–
COSTCostco Wholesale CorpStock365,543$310.7M0.6%+7,859+2.2%AddedHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF1,262,635$305.7M0.6%+89,651+7.6%Added–
HDHome Depot, Inc.Stock877,953$302.2M0.6%+35,506+4.2%AddedHistory
iShares Core MSCI Emerging Markets ETF46434G103ETF5,575,054$298.4M0.6%+344,651+6.6%Added–
AMGNAmgen IncStock896,868$280.2M0.5%+47,537+5.6%AddedHistory
Vanguard Morningstar Small-Cap ETF922908751ETF1,242,346$270.9M0.5%+85,981+7.4%Added–
GOOGAlphabet Inc.Stock1,464,386$268.6M0.5%+87,519+6.4%AddedHistory
UNHUnitedHealth Group IncStock498,353$253.8M0.5%+20,702+4.3%AddedHistory
NOWServiceNow, Inc.Stock306,533$241.1M0.5%+17,838+6.2%AddedHistory
WMTWalmart Inc.Stock3,543,523$239.9M0.5%+119,629+3.5%AddedHistory
AMDAdvanced Micro Devices IncStock1,471,577$238.7M0.5%+148,129+11.2%AddedHistory
MAMastercard IncStock536,069$236.5M0.5%+32,563+6.5%AddedHistory
CVXChevron CorpStock1,511,501$236.4M0.5%−34,742−2.2%ReducedHistory
iShares MSCI Eafe ETF464287465ETF2,989,603$234.2M0.5%−85,705−2.8%Reduced–
iShares Russell Top 200 Growth ETF464289438ETF1,076,038$230.8M0.4%+226,552+26.7%Added–
Vanguard Dividend Appreciation ETF921908844ETF1,264,179$230.8M0.4%+11,511+0.9%Added–
JNJJohnson & JohnsonStock1,548,755$226.4M0.4%+31,124+2.1%AddedHistory
VVisa Inc.Stock854,411$224.3M0.4%+23,084+2.8%AddedHistory
TSLATesla, Inc.Stock1,114,638$220.6M0.4%−531,479−32.3%ReducedHistory
Schwab U.S. Large-Cap ETF808524201ETF3,375,098$216.9M0.4%−22,076−0.6%Reduced–
MRKMerck & Co., Inc.Stock1,659,512$205.5M0.4%+49,073+3.0%AddedHistory
iShares Russell 1000 Growth ETF464287614ETF560,348$204.3M0.4%−15,234−2.6%Reduced–
ADBEAdobe Inc.Stock365,088$202.8M0.4%+24,999+7.4%AddedHistory
iShares S&P 500 Value ETF464287408ETF1,112,452$202.5M0.4%−14,733−1.3%Reduced–
TMOThermo Fisher Scientific Inc.Stock351,064$194.1M0.4%+20,878+6.3%AddedHistory
iShares Core S&P Small Cap ETF464287804ETF1,730,179$184.5M0.4%−295,973−14.6%Reduced–
TMUST-Mobile US, Inc.Stock1,029,378$181.4M0.4%+52,678+5.4%AddedHistory
Schwab U.S. Large-Cap Value ETF808524409ETF2,447,084$181.3M0.4%+47,471+2.0%Added–
iShares Tr4642874407-10 YR TRSY BD1,927,137$180.5M0.3%+33,881+1.8%Added–
SYKStryker CorpStock529,648$180.2M0.3%+20,485+4.0%AddedHistory
XOMExxonMobil Holdings CorpCOM1,557,428$179.3M0.3%+115,988+8.0%AddedHistory
iShares Tr464288414NATIONAL MUN ETF1,667,865$177.7M0.3%+126,440+8.2%Added–
NEENextera Energy IncStock2,509,587$177.7M0.3%−161,700−6.1%ReducedHistory
ABBVAbbVie Inc.Stock1,022,750$175.4M0.3%+36,711+3.7%AddedHistory
Schwab International Equity ETF808524805ETF4,557,019$175.1M0.3%−225,917−4.7%Reduced–
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF4,846,205$170.0M0.3%+143,364+3.0%Added–
Schwab US Dividend Equity ETF808524797ETF2,184,542$169.9M0.3%−56,098−2.5%Reduced–
MCDMcDonalds CorpStock660,409$168.3M0.3%+9,514+1.5%AddedHistory
PRUPrudential Financial IncStock1,393,322$163.3M0.3%+63,887+4.8%AddedHistory
State Street SPDR Portfolio S&P 500 ETF78464A854ETF2,486,007$159.1M0.3%−391,793−13.6%Reduced–
PEPPepsiCo IncStock947,888$156.3M0.3%+24,811+2.7%AddedHistory
Vanguard Real Estate ETF922908553ETF1,824,972$152.9M0.3%−44,958−2.4%Reduced–
iShares Tr464287622RUS 1000 ETF501,889$149.3M0.3%−3,192−0.6%Reduced–
ABTAbbott LaboratoriesStock1,400,045$145.5M0.3%+72,813+5.5%AddedHistory
iShares Core MSCI Total International Stock ETF46432F834ETF2,144,843$144.9M0.3%+57,366+2.7%Added–
TJXTJX Companies IncStock1,291,405$142.2M0.3%+67,123+5.5%AddedHistory
NDAQNasdaq, Inc.COM2,348,339$141.5M0.3%+156,325+7.1%AddedHistory
ORCLOracle CorpStock980,395$138.4M0.3%+270,001+38.0%AddedHistory
NKENIKE, Inc.Stock1,826,987$137.7M0.3%+124,349+7.3%AddedHistory
iShares Russell 2000 ETF464287655ETF675,833$137.1M0.3%−42,473−5.9%Reduced–
iShares Tr464287150CORE S&P TTL STK1,091,923$129.7M0.3%+3440.0%Added–
State Street Technology Select Sector SPDR ETF81369Y803ETF563,243$127.4M0.2%+1,454+0.3%Added–
iShares Core Dividend Growth ETF46434V621ETF2,197,955$126.6M0.2%−9,181−0.4%Reduced–
UNPUnion Pacific CorpStock557,512$126.1M0.2%+42,577+8.3%AddedHistory
MPCMarathon Petroleum CorpStock714,474$123.9M0.2%+143,674+25.2%AddedHistory
CRWDCrowdStrike Holdings, Inc.Stock318,187$121.9M0.2%+229,449+258.6%AddedHistory
Vanguard Mun BD FDS922907746TAX EXEMPT BD2,391,788$119.9M0.2%+165,404+7.4%Added–
TXNTexas Instruments IncStock615,337$119.7M0.2%+14,122+2.3%AddedHistory
iShares Russell Midcap ETF464287499ETF1,466,374$118.9M0.2%−2,830−0.2%Reduced–
PSXPhillips 66Stock838,234$118.3M0.2%+45,664+5.8%AddedHistory
KLACKLA CorpCOM NEW140,288$115.7M0.2%+1,219+0.9%AddedHistory
TTWOTake Two Interactive Software IncCOM737,658$114.7M0.2%+52,376+7.6%AddedHistory
WMWaste Management IncStock529,792$113.0M0.2%+1,775+0.3%AddedHistory
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF2,911,827$110.5M0.2%+44,528+1.6%Added–
Vanguard Morningstar Large-Cap ETF922908637ETF440,897$110.1M0.2%+22,432+5.4%Added–
WMBWilliams Companies, Inc.COM2,551,042$108.4M0.2%+1,891,955+287.1%AddedHistory
Vanguard Total Bond Market ETF921937835ETF1,502,539$108.3M0.2%−95,301−6.0%Reduced–
iShares Tr464288687PFD AND INCM SEC3,407,574$107.5M0.2%−206,403−5.7%Reduced–
Vanguard Intermediate-Term Bond ETF921937819ETF1,430,804$107.2M0.2%+230,179+19.2%Added–
UPSUnited Parcel Service IncStock773,127$105.8M0.2%+5,527+0.7%AddedHistory
Dimensional U.S. Core Equity 2 ETF25434V708ETF3,279,005$105.7M0.2%+47,011+1.5%Added–
LDOSLeidos Holdings, Inc.COM720,613$105.1M0.2%+28,171+4.1%AddedHistory
PNCPNC Financial Services Group, Inc.Stock673,999$104.8M0.2%+45,030+7.2%AddedHistory

Sold out since Q1 2024 (187)

Positions held at the end of Q1 2024 that are gone from this filing.

The largest 100 of 187 by value last quarter.

Positions of Mariner, LLC sold out since Q1 2024
SecurityClassShares in Q1 2024Value in Q1 2024% of portfolio in Q1 2024History
JPMorgan Chase & Co46625H365ALERIAN ML ETN604,365$17.2M<0.1%–
PXDPioneer Natural Resources CoCOM27,518$7.22M<0.1%History
VanEck ETF Trust92189F437FALLEN ANGEL HG124,849$3.62M<0.1%–
SRADSportradar Group AGCLASS A ORD SHS155,649$1.81M<0.1%History
SWAVShockwave Medical, Inc.COM4,811$1.57M<0.1%History
YOUClear Secure, Inc.COM CL A68,194$1.45M<0.1%History
Crescent PT Energy Corp22576C101COM148,740$1.22M<0.1%–
NSNuStar Energy L.P.UNIT COM49,700$1.16M<0.1%History
Cambria ETF Tr132061839TRINITY42,360$1.10M<0.1%–
SILOSilo Pharma, Inc.Stock0$1.00M<0.1%History
Tricon Residential Inc Com NPV89612W102COM67,462$752.2K<0.1%–
RNGRingCentral, Inc.CL A19,449$675.7K<0.1%History
Townebank Portsmouth Va89214P109COM23,830$668.7K<0.1%–
ARWRArrowhead Pharmaceuticals, Inc.COM22,199$634.9K<0.1%History
MATMattel IncCOM29,844$591.2K<0.1%History
VanEck Vectors ETF Tr92189H821DIGI TRANS ETF50,690$590.5K<0.1%–
BASECouchbase, Inc.COM21,403$563.1K<0.1%History
STNEStoneCo Ltd.COM33,447$555.6K<0.1%History
MDCSekisui House U.S., Inc.COM8,502$534.9K<0.1%History
DQDaqo New Energy Corp.SPNSRD ADS NEW17,827$501.8K<0.1%History
ZEUSOlympic Steel IncCOM6,728$476.8K<0.1%History
Exchange Traded Concepts Tru301505707ROBO GLB ETF8,131$476.8K<0.1%–
MEDMedifast IncCOM12,420$475.9K<0.1%History
WALDWaldencast plcCOMMON STOCK72,614$472.0K<0.1%History
LILi Auto Inc.SPONSORED ADS15,348$464.7K<0.1%History
FIVNFive9, Inc.COM7,339$455.9K<0.1%History
HRTHireRight Holdings CorpCOM30,878$440.6K<0.1%History
AIRCApartment Income REIT Corp.COM13,291$431.4K<0.1%History
RRBIRed River Bancshares IncCOM8,586$427.5K<0.1%History
BLCOBausch & Lomb CorpCOMMON SHARES24,338$421.0K<0.1%History
ARTNAArtesian Resources CorpCL A10,161$377.1K<0.1%History
BCATBlackRock Capital Allocation Term TrustCOM22,456$374.1K<0.1%History
CVICVR Energy IncCOM10,326$368.0K<0.1%History
UBS AG London Branch902677780EN LG CP GRWTH435$366.9K<0.1%–
BOCBoston Omaha CorpStock23,548$364.1K<0.1%History
SMLPSummit Midstream Partners, LPCOM UNIT LTD12,948$363.4K<0.1%History
BlackRock ETF Trust II092528504ISHARES AAA CLO6,984$361.3K<0.1%–
SPSP Plus CorpCOM6,900$360.3K<0.1%History
Invesco Exchange Traded FD T46137V837DORS WRI MOM ETF3,629$358.5K<0.1%–
State Street SPDR S&P Bank ETF78464A797ETF7,413$349.1K<0.1%–
ATATAtour Lifestyle Holdings LtdSPONSORED ADS19,338$346.9K<0.1%History
JOYYJOYY Inc.ADS REPSTG COM A11,138$342.5K<0.1%History
AELAmerican National Group Inc.COM6,009$337.8K<0.1%History
LZLegalzoom.com, Inc.COM25,103$334.9K<0.1%History
ALNTAllient IncCOM9,304$332.0K<0.1%History
J P Morgan Exchange Traded F46641Q308DIV RTN EM EQT6,078$324.8K<0.1%–
FTREFortrea Holdings Inc.COMMON STOCK8,015$321.7K<0.1%History
Enerplus Corp292766102COM16,138$317.3K<0.1%–
SHENShenandoah Telecommunications CoCOM17,361$301.6K<0.1%History
SGMLSigma Lithium CorpStock22,991$298.0K<0.1%History
Liberty Media Corp531229789Stock9,964$296.0K<0.1%–
Strategy Shares Nasdaq 7HANDL Index ETF86280R506ETF13,957$296.0K<0.1%–
ADNTAdient plcStock8,929$293.9K<0.1%History
DOORMasonite International CorpCOM2,236$293.9K<0.1%History
Global X FDS37950E648GBL X FTSE ETF19,445$293.4K<0.1%–
BLBlackline, Inc.COM4,369$282.1K<0.1%History
TRIPTripAdvisor, Inc.COM9,868$274.2K<0.1%History
DNUTKrispy Kreme, Inc.COM17,937$273.3K<0.1%History
FHBFirst Hawaiian, Inc.COM12,414$272.6K<0.1%History
BZHBeazer Homes USA IncCOM NEW8,248$270.5K<0.1%History
CWHCamping World Holdings, Inc.CL A9,710$270.4K<0.1%History
UPBDUpbound Group, Inc.COM7,618$268.2K<0.1%History
CUBICustomers Bancorp, Inc.COM5,049$267.9K<0.1%History
WFGWest Fraser Timber Co., LtdCOM3,096$267.6K<0.1%History
KNSAKiniksa Pharmaceuticals International, plcCOM CL A13,427$264.9K<0.1%History
BTUPeabody Energy CorpCOM10,720$260.1K<0.1%History
LCIILci IndustriesCOM2,113$260.0K<0.1%History
SPTSprout Social, Inc.COM CL A4,329$258.5K<0.1%History
J P Morgan Exchange Traded F46641Q845DIVERSFD EQT ETF5,694$257.4K<0.1%–
IPGPIpg Photonics CorpCOM2,817$255.5K<0.1%History
SORSource CapitalCOM5,877$249.7K<0.1%History
GPREGreen Plains Inc.COM10,556$244.1K<0.1%History
RBB FD Inc74933W601MOTLEY FOL ETF4,896$242.9K<0.1%–
CPECallon Petroleum CoCOM6,725$240.5K<0.1%History
NPKNational Presto Industries IncCOM2,866$240.2K<0.1%History
RGRSturm Ruger & Co IncStock5,194$239.7K<0.1%History
PRAAPra Group IncCOM9,180$239.4K<0.1%History
PINCPremier, Inc.CL A10,734$237.2K<0.1%History
BOXBox IncCL A8,162$231.1K<0.1%History
VanEck ETF Trust92189H300JP MRGAN EM LOC9,357$229.3K<0.1%–
BFCBank First CorpCOM2,633$228.2K<0.1%History
HEESH&E Equipment Services, Inc.COM3,536$226.9K<0.1%History
BTTBlackRock Municipal 2030 Target Term TrustCOM SHS BEN IN10,679$224.9K<0.1%History
iShares U.S. Regional Banks ETF464288778ETF5,172$224.4K<0.1%–
AMRAlpha Metallurgical Resources, Inc.COM675$223.0K<0.1%History
iShares Tr464287333GLOBAL FINLS ETF2,573$222.9K<0.1%–
WSFSWSFS Financial CorpCOM4,912$221.7K<0.1%History
FCFSFirstCash Holdings, Inc.COM1,734$221.1K<0.1%History
PDCOPatterson Companies, Inc.COM7,970$220.4K<0.1%History
Invesco Exch TRD SLF Idx FD46138J775BLOO PRI PWR ETF2,805$220.2K<0.1%–
EFOREverforth IncCOM2,099$219.9K<0.1%History
LOBLive Oak Bancshares, Inc.COM5,248$217.9K<0.1%History
CBRLCracker Barrel Old Country Store, IncCOM2,986$217.2K<0.1%History
THRYThryv Holdings, Inc.COM NEW9,720$216.1K<0.1%History
BRSLBrightstar Lottery PLCSHS USD9,555$215.8K<0.1%History
Invesco Exch TRD SLF Idx FD46138J429BULETSHS 2031 CP13,274$214.0K<0.1%–
Invesco Exchange Traded FD T46137V134WILDERHIL CLAN9,214$212.4K<0.1%–
SARSaratoga Investment Corp.COM NEW9,124$211.7K<0.1%History
ROOTRoot, Inc.CL A NEW3,416$208.6K<0.1%History
LLYVKLiberty Live Holdings, Inc.COM LBTY LIV S C4,761$208.6K<0.1%History