Mariner, LLC
Institutional investor · Portfolio as of Q1 2025
Top Holdings3,429 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 14.4M | $3.2B | 5.3% | $148.34 | +48.83% | 26 qtrssince 2018-Q4 | Increased 63 |
ISHARES CORE S&P 500 ETF | 4.8M | $2.7B | 4.5% | $357.30 | +54.70% | 26 qtrssince 2018-Q4 | Increased 62 |
NVIDIA CORP | 18.9M | $2.1B | 3.4% | $117.78 | -6.91% | 26 qtrssince 2018-Q4 | Increased 61 |
MICROSOFT CORP | 4.3M | $1.6B | 2.7% | $270.30 | +39.39% | 26 qtrssince 2018-Q4 | Increased 57 |
VANGUARD FTSE DEVELOPED ETF | 29.6M | $1.5B | 2.5% | $42.11 | +18.13% | 26 qtrssince 2018-Q4 | Increased 57 |
AMAZON.COM INC | 4.9M | $934.7M | 1.6% | $129.41 | +48.92% | 26 qtrssince 2018-Q4 | Increased 54 |
ISHARES TR | 9.2M | $913.8M | 1.5% | $90.56 | +3.28% | 26 qtrssince 2018-Q4 | Increased 58 |
ISHARES CORE S&P MIDCAP ETF | 13.7M | $798.1M | 1.3% | $57.10 | +0.79% | 26 qtrssince 2018-Q4 | Increased 53 |
VANGUARD VALUE ETF | 4.5M | $774.2M | 1.3% | $123.25 | +36.45% | 26 qtrssince 2018-Q4 | Increased 55 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 1.3M | $745.1M | 1.2% | $344.74 | +59.79% | 26 qtrssince 2018-Q4 | Increased 52 |
JPMORGAN CHASE & CO | 2.8M | $680.6M | 1.1% | $133.78 | +77.88% | 26 qtrssince 2018-Q4 | Increased 52 |
ISHARES CORE MSCI EAFE ETF | 8.6M | $654.5M | 1.1% | $58.87 | +25.07% | 26 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD GROWTH ETF | 1.7M | $647.4M | 1.1% | $41.14 | +49.41% | 26 qtrssince 2018-Q4 | Increased 53 |
ALPHABET INC-CL A | 4M | $613.6M | 1.0% | $109.57 | +40.45% | 26 qtrssince 2018-Q4 | Increased 53 |
BROADCOM INC | 3.6M | $602.3M | 1.0% | $161.00 | +2.99% | 26 qtrssince 2018-Q4 | Increased 51 |
VANGUARD FTSE EMERGING MARKETS | 13M | $588.8M | 1.0% | $39.91 | +10.45% | 26 qtrssince 2018-Q4 | Increased 45 |
META PLATFORMS INC-CLASS A | 1M | $584.7M | 1.0% | $395.91 | +45.35% | 26 qtrssince 2018-Q4 | Increased 47 |
BERKSHIRE HATHAWAY INC-CL B | 1.1M | $574M | 1.0% | $314.95 | +67.11% | 26 qtrssince 2018-Q4 | Increased 45 |
ISHARES TR | 11.4M | $526.9M | 0.9% | $41.38 | +4.90% | 16 qtrssince 2021-Q2 | Increased 52 |
PROCTER & GAMBLE CO/THE | 2.9M | $490.6M | 0.8% | $118.97 | +37.35% | 26 qtrssince 2018-Q4 | Increased 47 |
Mariner, LLC manages $60.1B across 3429 positions as of Q1 2025. Top holdings: AAPL (5.3%), IVV (4.5%), NVDA (3.4%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 264 new positions, 214 exits, 1896 increased. Top move: AAPL (INCREASED, conviction 63). Portfolio: $60.1B across 3429 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer