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Mariner, LLC

SEC CIK
0001373442
Latest filing
Aug 13, 2026

Holdings in Q3 2024

Holdings as of Sep 30, 2024, filed Nov 13, 2024. Long positions only; changes compare share counts with Q2 2024.

Institution overview
Positions
3,285
+132 vs. Q2 2024
Portfolio value
$56.4B
+$4.78B (+9.3%) vs. Q2 2024
Filed
Nov 13, 2024
SEC
Holdings of Mariner, LLC in Q3 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock13,674,034$3.18B5.6%+154,415+1.1%AddedHistory
iShares Core S&P 500 ETF464287200ETF4,394,215$2.53B4.5%+130,560+3.1%Added–
NVDANVIDIA CorpStock16,082,830$1.95B3.5%+1,229,903+8.3%AddedHistory
MSFTMicrosoft CorpStock4,368,891$1.71B3.0%+650,180+17.5%AddedHistory
Vanguard Ftse Developed Markets ETF921943858ETF27,839,709$1.47B2.6%+827,083+3.1%Added–
AMZNAmazon Com IncStock4,427,453$805.0M1.4%+249,896+6.0%AddedHistory
iShares Core S&P Mid-Cap ETF464287507ETF12,410,701$773.4M1.4%+460,761+3.9%Added–
iShares Core U.S. Aggregate Bond ETF464287226ETF7,259,357$735.2M1.3%+346,489+5.0%Added–
SPYSPDR S&P 500 ETF TrustETF1,245,152$714.4M1.3%+6,059+0.5%AddedHistory
Vanguard Morningstar Value ETF922908744ETF4,048,234$706.7M1.3%+66,180+1.7%Added–
iShares Core MSCI Eafe ETF46432F842ETF8,508,605$664.1M1.2%+65,188+0.8%Added–
Vanguard Morningstar Growth ETF922908736ETF1,632,338$626.7M1.1%+68,136+4.4%Added–
GOOGLAlphabet Inc.Stock3,606,460$598.0M1.1%+103,395+3.0%AddedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF12,385,409$592.7M1.1%+389,353+3.2%Added–
AVGOBroadcom Inc.Stock3,376,582$582.5M1.0%−41,328−1.2%ReducedConverted for a 10-for-1 splitHistory
JPMJPMorgan Chase & CoStock2,518,890$531.1M0.9%+83,289+3.4%AddedHistory
METAMeta Platforms, Inc.Stock888,385$508.4M0.9%+74,082+9.1%AddedHistory
LLYEli Lilly & CoStock548,765$486.1M0.9%+10,728+2.0%AddedHistory
BRK.BBerkshire Hathaway IncStock1,031,589$474.7M0.8%+32,405+3.2%AddedHistory
PGProcter & Gamble CoStock2,632,660$456.0M0.8%+28,189+1.1%AddedHistory
Schwab U.S. Large-Cap Growth ETF808524300ETF4,291,232$447.1M0.8%+319,601+8.0%Added–
Vanguard Morningstar Total Stock Market ETF922908769ETF1,578,249$446.9M0.8%+7,780+0.5%Added–
Vanguard S&P 500 ETF922908363ETF753,118$397.4M0.7%+39,933+5.6%Added–
iShares Tr46434V613CORE UNIVRSL USD8,251,727$388.8M0.7%+899,014+12.2%Added–
Invesco QQQ Trust Series I46090E103ETF760,626$371.2M0.7%+21,389+2.9%Added–
HDHome Depot, Inc.Stock910,299$368.8M0.7%+32,346+3.7%AddedHistory
iShares S&P 500 Growth ETF464287309ETF3,758,438$359.9M0.6%−28,816−0.8%Reduced–
Vanguard Morningstar Mid-Cap ETF922908629ETF1,344,922$354.8M0.6%+82,287+6.5%Added–
iShares Core MSCI Emerging Markets ETF46434G103ETF5,852,870$336.1M0.6%+277,816+5.0%Added–
TSLATesla, Inc.Stock1,228,680$318.4M0.6%+114,042+10.2%AddedHistory
Vanguard Morningstar Small-Cap ETF922908751ETF1,323,883$314.0M0.6%+81,537+6.6%Added–
COSTCostco Wholesale CorpStock347,119$307.7M0.5%−18,424−5.0%ReducedHistory
iShares Russell Top 200 Growth ETF464289438ETF1,354,619$298.1M0.5%+278,581+25.9%Added–
UNHUnitedHealth Group IncStock499,544$292.0M0.5%+1,191+0.2%AddedHistory
WMTWalmart Inc.Stock3,580,291$289.0M0.5%+36,768+1.0%AddedHistory
AMGNAmgen IncStock895,130$288.4M0.5%−1,738−0.2%ReducedHistory
AMDAdvanced Micro Devices IncStock1,709,370$280.5M0.5%+237,793+16.2%AddedHistory
MAMastercard IncStock555,389$274.2M0.5%+19,320+3.6%AddedHistory
NOWServiceNow, Inc.Stock300,151$268.4M0.5%−6,382−2.1%ReducedHistory
GOOGAlphabet Inc.Stock1,535,235$256.6M0.5%+70,849+4.8%AddedHistory
JNJJohnson & JohnsonStock1,576,952$255.5M0.5%+28,197+1.8%AddedHistory
Vanguard Dividend Appreciation ETF921908844ETF1,279,876$253.5M0.4%+15,697+1.2%Added–
iShares MSCI Eafe ETF464287465ETF2,958,301$247.4M0.4%−31,302−1.0%Reduced–
CVXChevron CorpStock1,607,868$236.7M0.4%+96,367+6.4%AddedHistory
VVisa Inc.Stock856,072$235.4M0.4%+1,661+0.2%AddedHistory
APOApollo Global Management, Inc.COM1,857,165$233.4M0.4%−1,872,542−50.2%ReducedHistory
Schwab U.S. Large-Cap ETF808524201ETF3,326,538$225.7M0.4%−48,560−1.4%Reduced–
iShares S&P 500 Value ETF464287408ETF1,106,232$218.1M0.4%−6,220−0.6%Reduced–
TMUST-Mobile US, Inc.Stock1,050,866$216.8M0.4%+21,488+2.1%AddedHistory
TMOThermo Fisher Scientific Inc.Stock348,727$215.7M0.4%−2,337−0.7%ReducedHistory
Schwab U.S. Large-Cap Value ETF808524409ETF2,659,047$213.7M0.4%+211,963+8.7%Added–
NEENextera Energy IncStock2,521,446$213.1M0.4%+11,859+0.5%AddedHistory
iShares Russell 1000 Growth ETF464287614ETF559,161$209.9M0.4%−1,187−0.2%Reduced–
ABBVAbbVie Inc.Stock1,057,190$208.7M0.4%+34,440+3.4%AddedHistory
MCDMcDonalds CorpStock684,599$208.5M0.4%+24,190+3.7%AddedHistory
XOMExxonMobil Holdings CorpCOM1,754,222$205.6M0.4%+196,794+12.6%AddedHistory
iShares Core S&P Small Cap ETF464287804ETF1,743,125$203.9M0.4%+12,946+0.7%Added–
SYKStryker CorpStock544,311$196.6M0.3%+14,663+2.8%AddedHistory
ADBEAdobe Inc.Stock379,657$196.6M0.3%+14,569+4.0%AddedHistory
Schwab US Dividend Equity ETF808524797ETF2,318,259$196.0M0.3%+133,717+6.1%Added–
MRKMerck & Co., Inc.Stock1,673,320$190.0M0.3%+13,808+0.8%AddedHistory
iShares Tr4642874407-10 YR TRSY BD1,906,473$187.1M0.3%−20,664−1.1%Reduced–
Vanguard Real Estate ETF922908553ETF1,908,540$185.9M0.3%+83,568+4.6%Added–
Schwab International Equity ETF808524805ETF4,518,971$185.9M0.3%−38,048−0.8%Reduced–
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF4,934,577$185.3M0.3%+88,372+1.8%Added–
iShares Tr464288414NATIONAL MUN ETF1,705,736$185.3M0.3%+37,871+2.3%Added–
NDAQNasdaq, Inc.COM2,369,092$173.0M0.3%+20,753+0.9%AddedHistory
ORCLOracle CorpStock1,013,489$172.7M0.3%+33,094+3.4%AddedHistory
PRUPrudential Financial IncStock1,424,889$172.5M0.3%+31,567+2.3%AddedHistory
PEPPepsiCo IncStock953,184$162.1M0.3%+5,296+0.6%AddedHistory
State Street SPDR Portfolio S&P 500 ETF78464A854ETF2,388,059$161.2M0.3%−97,948−3.9%Reduced–
iShares Core MSCI Total International Stock ETF46432F834ETF2,206,615$160.3M0.3%+61,772+2.9%Added–
iShares Tr464287622RUS 1000 ETF503,559$158.3M0.3%+1,670+0.3%Added–
TJXTJX Companies IncStock1,296,330$152.4M0.3%+4,925+0.4%AddedHistory
iShares Russell 2000 ETF464287655ETF670,807$148.2M0.3%−5,026−0.7%Reduced–
UNPUnion Pacific CorpStock598,698$147.5M0.3%+41,186+7.4%AddedHistory
ABTAbbott LaboratoriesStock1,260,085$143.6M0.3%−139,960−10.0%ReducedHistory
iShares Russell Midcap ETF464287499ETF1,608,961$141.8M0.3%+142,587+9.7%Added–
PNCPNC Financial Services Group, Inc.Stock760,418$140.5M0.2%+86,419+12.8%AddedHistory
iShares Tr464287150CORE S&P TTL STK1,106,683$139.0M0.2%+14,760+1.4%Added–
iShares Core Dividend Growth ETF46434V621ETF2,160,593$135.4M0.2%−37,362−1.7%Reduced–
TTTrane Technologies plcSHS345,103$134.1M0.2%+276,104+400.2%AddedHistory
TXNTexas Instruments IncStock635,723$131.3M0.2%+20,386+3.3%AddedHistory
LOWLowes Companies IncStock479,063$129.7M0.2%+4,902+1.0%AddedHistory
Vanguard Mun BD FDS922907746TAX EXEMPT BD2,524,812$129.1M0.2%+133,024+5.6%Added–
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF3,026,837$123.0M0.2%+115,010+3.9%Added–
LDOSLeidos Holdings, Inc.COM752,139$122.6M0.2%+31,526+4.4%AddedHistory
TTWOTake Two Interactive Software IncCOM796,746$122.5M0.2%+59,088+8.0%AddedHistory
Vanguard Morningstar Large-Cap ETF922908637ETF460,630$121.3M0.2%+19,733+4.5%Added–
Vanguard Intermediate-Term Bond ETF921937819ETF1,539,654$120.7M0.2%+108,850+7.6%Added–
State Street Technology Select Sector SPDR ETF81369Y803ETF526,722$118.9M0.2%−36,521−6.5%Reduced–
PSXPhillips 66Stock902,247$118.6M0.2%+64,013+7.6%AddedHistory
iShares Tr464288687PFD AND INCM SEC3,542,039$117.7M0.2%+134,465+3.9%Added–
WMBWilliams Companies, Inc.COM2,572,261$117.4M0.2%+21,219+0.8%AddedHistory
DUKDuke Energy CORPStock1,009,530$116.4M0.2%−13,160−1.3%ReducedHistory
MPCMarathon Petroleum CorpStock711,405$116.1M0.2%−3,069−0.4%ReducedHistory
Dimensional U.S. Core Equity 2 ETF25434V708ETF3,334,257$114.3M0.2%+55,252+1.7%Added–
WMWaste Management IncStock542,348$112.6M0.2%+12,556+2.4%AddedHistory
Vanguard Total Bond Market ETF921937835ETF1,480,181$111.2M0.2%−22,358−1.5%Reduced–
KLACKLA CorpCOM NEW142,600$110.4M0.2%+2,312+1.6%AddedHistory

Sold out since Q2 2024 (151)

Positions held at the end of Q2 2024 that are gone from this filing.

The largest 100 of 151 by value last quarter.

Positions of Mariner, LLC sold out since Q2 2024
SecurityClassShares in Q2 2024Value in Q2 2024% of portfolio in Q2 2024History
UFPTUfp Technologies IncCOM13,007$3.43M<0.1%History
Invesco Exchange Traded FD T46137V449S&P 100 EQL WIGH21,139$2.00M<0.1%–
ETF Ser Solutions26922A172NATIONWIDE RSK65,200$1.64M<0.1%–
iShares Tr46429B671MSCI CHINA ETF37,207$1.57M<0.1%–
Invesco Exch TRD SLF Idx FD46138J510BULSHS 2026 MUNI60,648$1.42M<0.1%–
KRONKronos Bio, Inc.COM1,041,031$1.29M<0.1%History
WRKWestRock CoCOM25,112$1.26M<0.1%History
iShares Inc464286764MSCI SPAIN ETF38,239$1.19M<0.1%–
iShares Inc46434G830MSCI ITALY ETF32,543$1.17M<0.1%–
SPDR Series Trust78464A128ST STR SP1500VT6,108$1.05M<0.1%–
WisdomTree Tr97717W703INTL EQUITY FD17,314$930.1K<0.1%–
MWAMueller Water Products, Inc.COM SER A50,671$908.0K<0.1%History
iShares Inc464286293ASIA/PAC DIV ETF20,704$726.7K<0.1%–
SPDR Ser Tr78464A532S&P TRANSN ETF8,713$681.2K<0.1%–
ETRNMidstream Co LLCCOM51,887$673.5K<0.1%History
AAPAdvance Auto Parts IncCOM9,401$594.8K<0.1%History
SPDR Series Trust78464A789ST STR SP INS11,709$583.5K<0.1%–
UTZUtz Brands, Inc.COM CL A31,665$526.9K<0.1%History
XPXP Inc.CL A29,792$524.0K<0.1%History
PAXPatria Investments LtdCOM CL A42,493$512.5K<0.1%History
First Tr Exchange-Traded FD33734X119CONSUMR STAPLE6,452$415.8K<0.1%–
HAHawaiian Holdings IncCOM32,889$408.8K<0.1%History
American Centy ETF Tr025072349US LARGE CAP VLU5,973$375.3K<0.1%–
DBX ETF Tr233051630XTRACK MSCI EAFE15,290$372.8K<0.1%–
SIXSix Flags Entertainment CorpCOM11,058$366.3K<0.1%History
SMPLSimply Good Foods CoCOM10,124$365.8K<0.1%History
Schwab Strategic Tr808524631HIGH YIELD BD ET6,886$355.5K<0.1%–
WIREEncore Wire CorpCOM1,201$348.1K<0.1%History
First Tr Exchange-Traded FD33733A201DOW 30 EQL WGT10,365$346.9K<0.1%–
DEAEasterly Government Properties, Inc.COM27,410$339.0K<0.1%History
Fidelity Merrimack STR Tr316188408LOW DURTIN ETF6,662$332.5K<0.1%–
IOSPInnospec Inc.COM2,624$324.3K<0.1%History
VACMarriott Vacations Worldwide CorpCOM3,677$321.0K<0.1%History
BRZEBraze, Inc.Stock8,230$319.6K<0.1%History
ALGMAllegro Microsystems, Inc.COM11,071$312.6K<0.1%History
VGRVector Group LtdCOM29,492$311.7K<0.1%History
NGVTIngevity CorpCOM6,776$296.3K<0.1%History
CXTCrane NXT, Co.COM4,786$293.9K<0.1%History
iShares Tr46435U473BB RAT CORP BD6,275$288.8K<0.1%–
MEOHMethanex CorpCOM5,918$285.6K<0.1%History
NARIInari Medical, Inc.Stock5,896$283.7K<0.1%History
First Tr High Income L/S FD33738E109COM22,228$274.3K<0.1%–
KSSKOHLS CorpStock11,919$274.2K<0.1%History
Invesco Exch TRD SLF Idx FD46138J528BULSHS 2025 MUNI11,023$267.7K<0.1%–
BWMNBowman Consulting Group Ltd.COM8,123$258.2K<0.1%History
NTSTNETSTREIT Corp.COM15,898$256.0K<0.1%History
BlackRock ETF Trust09290C509ISHA US AWAR ETF4,299$255.4K<0.1%–
CABOCable One, Inc.COM718$253.5K<0.1%History
DODiamond Offshore Drilling, Inc.COM16,090$249.2K<0.1%History
AIOVirtus Artificial Intelligence & Technology Opportunities FundCOM11,227$243.7K<0.1%History
ODCOil-Dri Corp of AmericaCOM3,792$243.0K<0.1%History
SCLStepan CoCOM2,888$242.5K<0.1%History
IMCRImmunocore Holdings plcADS7,139$241.9K<0.1%History
CIVBCivista Bancshares, Inc.COM NO PAR15,550$240.9K<0.1%History
Harbor ETF Trust41151J406LONG TERM GROWER9,431$238.5K<0.1%–
TRSTrimas CorpCOM NEW9,258$236.6K<0.1%History
WORWorthington Enterprises, Inc.COM4,987$236.0K<0.1%History
JBSSSanfilippo John B & Son IncCOM2,383$231.5K<0.1%History
CIBGrupo Cibest S.A.SPON ADR PREF7,063$230.6K<0.1%History
MUIBlackRock Municipal Credit Alpha Portfolio, Inc.COM18,375$226.7K<0.1%History
HAEHaemonetics CorpCOM2,727$225.6K<0.1%History
SIRISirius XM Holdings Inc.COM79,729$225.6K<0.1%History
iShares Core MSCI Europe ETF46434V738ETF3,910$222.6K<0.1%–
Flexshares Tr33939L407MORNSTAR UPSTR5,515$221.4K<0.1%–
MRUSMerus N.V.COM3,718$220.5K<0.1%History
iShares U S ETF Tr46431W648U.S. TECH INDEPD2,923$219.8K<0.1%–
Invesco Exch Traded FD Tr II46138E537NATL AMT MUNI9,222$218.4K<0.1%–
Global X FDS37960A651SUPERDVDND REIT10,925$217.8K<0.1%–
Granite Real Estate Invt Tr387437114UNIT 99/99/99994,390$217.7K<0.1%–
VSTOVista Outdoor Inc.COM5,783$217.7K<0.1%History
BSTZBlackRock Science & Technology Term TrustSHS BEN INT10,852$216.1K<0.1%History
INSWInternational Seaways, Inc.COM3,649$215.7K<0.1%History
SLCAU.S. Silica Holdings, Inc.COM13,765$212.7K<0.1%History
CCRDCoreCard CorpCOM14,499$211.5K<0.1%History
KRPKimbell Royalty Partners, LPUNIT12,599$206.1K<0.1%History
Flagstar Bank, National Association649445103COM63,011$202.9K<0.1%–
FFCFlaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INCCOM13,693$202.5K<0.1%History
DKDelek US Holdings, Inc.COM8,141$201.6K<0.1%History
Occidental Pete Corp WT Exp 080327674599162Stock4,896$201.5K<0.1%–
FAXAbrdn Asia-Pacific Income Fund, Inc.COM68,111$182.5K<0.1%History
FAFirst Advantage CorpCOM11,232$180.5K<0.1%History
AVPTAvePoint, Inc.COM CL A17,149$178.7K<0.1%History
PEBPebblebrook Hotel TrustCOM12,260$168.6K<0.1%History
Invesco Exch TRD SLF Idx FD46138J460INVSCO 30 CORP10,338$168.1K<0.1%–
AVDXAvidXchange Holdings, Inc.COM12,997$156.7K<0.1%History
JELDJELD-WEN Holding, Inc.COM11,547$155.4K<0.1%History
CXWCoreCivic, Inc.COM11,883$153.3K<0.1%History
DANDANA IncCOM12,647$153.3K<0.1%History
MITKMitek Systems IncCOM NEW13,708$153.3K<0.1%History
NUSNu Skin Enterprises, Inc.CL A13,951$147.6K<0.1%History
CLVTClarivate PLCORD SHS25,853$147.1K<0.1%History
ENFNEnfusion, Inc.CL A16,514$140.7K<0.1%History
ISDPGIM High Yield Bond Fund, Inc.COM10,506$135.3K<0.1%History
HONEHarborOne Bancorp, Inc.COM NEW11,871$132.1K<0.1%History
KROKronos Worldwide IncCOM10,523$132.1K<0.1%History
LESLLeslie's, Inc.COM30,585$128.2K<0.1%History
EFCEllington Financial Inc.COM10,523$127.1K<0.1%History
ATOSAtossa Therapeutics, Inc.COM105,910$126.0K<0.1%History
HYTBlackRock Corporate High Yield Fund, Inc.COM12,670$122.8K<0.1%History
EHABEnhabit, Inc.COM13,171$117.3K<0.1%History