Mariner, LLC
Institutional investor · Portfolio as of Q3 2023
Top Holdings2,893 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 11.9M | $2B | 5.4% | $135.41 | +24.75% | 20 qtrssince 2018-Q4 | Increased 63 |
ISHARES CORE S&P 500 ETF | 3.7M | $1.6B | 4.3% | $307.37 | +35.54% | 20 qtrssince 2018-Q4 | Increased 61 |
MICROSOFT CORP | 3.2M | $1B | 2.7% | $213.87 | +45.17% | 20 qtrssince 2018-Q4 | Increased 56 |
VANGUARD FTSE DEVELOPED ETF | 22.8M | $994.7M | 2.7% | $40.55 | -0.45% | 20 qtrssince 2018-Q4 | Increased 58 |
TESLA INC | 2.3M | $586.3M | 1.6% | $230.18 | +8.71% | 15 qtrssince 2020-Q1 | Increased 53 |
ISHARES CORE S&P MIDCAP ETF | 2.2M | $541.6M | 1.5% | $45.96 | +5.10% | 20 qtrssince 2018-Q4 | Increased 52 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 1.2M | $531.9M | 1.4% | $323.53 | +28.42% | 20 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORP | 1.1M | $468.4M | 1.3% | $19.28 | +125.50% | 20 qtrssince 2018-Q4 | Increased 51 |
AMAZON.COM INC | 3.6M | $458.4M | 1.2% | $108.26 | +17.42% | 20 qtrssince 2018-Q4 | Increased 53 |
ISHARES CORE MSCI EAFE ETF | 7.1M | $453.7M | 1.2% | $56.52 | +4.70% | 20 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD VALUE ETF | 3.3M | $452.2M | 1.2% | $109.40 | +19.67% | 20 qtrssince 2018-Q4 | Increased 50 |
ISHARES TR | 4.7M | $445.4M | 1.2% | $90.04 | -6.52% | 20 qtrssince 2018-Q4 | Increased 54 |
ALPHABET INC-CL A | 3.1M | $412.2M | 1.1% | $96.20 | +35.01% | 20 qtrssince 2018-Q4 | Increased 51 |
VANGUARD FTSE EMERGING MARKETS | 9.8M | $384.3M | 1.0% | $39.51 | -8.53% | 20 qtrssince 2018-Q4 | Increased 52 |
VANGUARD GROWTH ETF | 1.3M | $361.1M | 1.0% | $35.31 | +26.79% | 20 qtrssince 2018-Q4 | Increased 46 |
PROCTER & GAMBLE CO/THE | 2.3M | $335.2M | 0.9% | $109.67 | +22.90% | 20 qtrssince 2018-Q4 | Increased 47 |
APOLLO GLOBAL MANAGEMENT INC | 3.6M | $327.5M | 0.9% | $58.72 | +47.79% | 7 qtrssince 2022-Q1 | Increased 44 |
BERKSHIRE HATHAWAY INC-CL B | 926,496 | $324.6M | 0.9% | $296.49 | +18.15% | 20 qtrssince 2018-Q4 | Increased 44 |
VANGUARD TOTAL STOCK MARKET VIPERS | 1.4M | $306.1M | 0.8% | $191.36 | +7.75% | 20 qtrssince 2018-Q4 | Increased 44 |
ELI LILLY & CO | 525,302 | $282.2M | 0.8% | $212.92 | +147.13% | 20 qtrssince 2018-Q4 | Increased 45 |
Mariner, LLC manages $37.3B across 2893 positions as of Q3 2023. Top holdings: AAPL (5.4%), IVV (4.3%), MSFT (2.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 5/5.0.
Active quarter - 250 new positions, 183 exits, 1631 increased. Top move: AAPL (INCREASED, conviction 63). Portfolio: $37.3B across 2893 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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