Mariner, LLC
Institutional investor · Portfolio as of Q3 2022
Top Holdings2,443 positions
iShares Core S&P 500 ETF | 3.2M | $1.1B | 4.5% | $289.58 | +17.25% | 16 qtrssince 2018-Q4 | Increased 60 |
Apple Inc | 6.8M | $937.4M | 3.7% | $97.57 | +38.92% | 16 qtrssince 2018-Q4 | Increased 62 |
VANGUARD FTSE DEV MKT ETF | 18.3M | $664.9M | 2.7% | $39.98 | -19.40% | 16 qtrssince 2018-Q4 | Increased 55 |
Microsoft Corp | 2.4M | $567.8M | 2.3% | $193.95 | +16.21% | 16 qtrssince 2018-Q4 | Increased 58 |
ISHARES CORE S&P MID-CAP ETF | 1.7M | $366.7M | 1.5% | $45.03 | -7.88% | 16 qtrssince 2018-Q4 | Increased 51 |
Vanguard Value ETF | 2.9M | $358.5M | 1.4% | $104.84 | +7.25% | 16 qtrssince 2018-Q4 | Increased 51 |
SPDR S&P 500 ETF Trust | 922,613 | $329.6M | 1.3% | $299.80 | +13.12% | 16 qtrssince 2018-Q4 | Increased 49 |
VANGUARD EMERGING MARKETS ETF | 8.7M | $317.2M | 1.3% | $40.00 | -18.68% | 16 qtrssince 2018-Q4 | Increased 59 |
ISHARES CORE MSCI EAFE ETF | 5.9M | $310.2M | 1.2% | $55.19 | -14.08% | 16 qtrssince 2018-Q4 | Increased 53 |
iShares Core U.S. Aggregate Bond ETF | 3M | $292.1M | 1.2% | $92.71 | -9.70% | 16 qtrssince 2018-Q4 | Increased 52 |
Amazon.com Inc | 2.5M | $282.4M | 1.1% | $124.17 | -9.00% | 16 qtrssince 2018-Q4 | Increased 52 |
Apollo Global Management Inc | 5.7M | $264.6M | 1.1% | $57.18 | -23.87% | 3 qtrssince 2022-Q1 | Decreased 0 |
VANGUARD TOTAL STOCK MARKET ETF | 1.4M | $248.1M | 1.0% | $188.33 | -9.77% | 16 qtrssince 2018-Q4 | Increased 44 |
UnitedHealth Group Inc | 454,179 | $229.4M | 0.9% | $290.96 | +60.64% | 16 qtrssince 2018-Q4 | Increased 46 |
ISHARES TR | 3.9M | $225.3M | 0.9% | $60.19 | -6.29% | 16 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 1M | $220.7M | 0.9% | $33.18 | +5.21% | 16 qtrssince 2018-Q4 | Increased 46 |
Procter & Gamble Co/The | 1.7M | $220.4M | 0.9% | $101.13 | +12.41% | 16 qtrssince 2018-Q4 | Increased 45 |
Berkshire Hathaway Inc | 817,970 | $218.4M | 0.9% | $291.48 | -8.39% | 16 qtrssince 2018-Q4 | Increased 44 |
Tesla Inc | 740,448 | $196.4M | 0.8% | $225.61 | +17.57% | 11 qtrssince 2020-Q1 | Increased 69 |
Johnson & Johnson | 1.2M | $193.3M | 0.8% | $125.31 | +16.37% | 16 qtrssince 2018-Q4 | Increased 48 |
Mariner, LLC manages $25B across 2443 positions as of Q3 2022. Top holdings: IVV (4.5%), AAPL (3.7%), VEA (2.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 1103 new positions, 30 exits, 954 increased. Top move: TSLA (INCREASED, conviction 69). Portfolio: $25.0B across 2443 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
Top Losers
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
Verify source filings on SEC EDGAR