Mariner, LLC
Institutional investor · Portfolio as of Q3 2024
Top Holdings3,285 positions
APPLE INC | 13.7M | $3.2B | 5.6% | $130.71 | +76.78% | 24 qtrssince 2018-Q4 | Increased 63 |
ISHARES TR | 4.4M | $2.5B | 4.5% | $336.95 | +67.05% | 24 qtrssince 2018-Q4 | Increased 60 |
NVIDIA CORP | 16.1M | $2B | 3.5% | $43.17 | +180.57% | 24 qtrssince 2018-Q4 | Increased 64 |
MICROSOFT CORP | 4.4M | $1.7B | 3.0% | $264.64 | +60.07% | 24 qtrssince 2018-Q4 | Increased 68 |
VANGUARD TAX-MANAGED INTL FD | 27.8M | $1.5B | 2.6% | $41.24 | +20.79% | 24 qtrssince 2018-Q4 | Increased 56 |
AMAZON.COM INC | 4.4M | $805M | 1.4% | $129.75 | +43.61% | 24 qtrssince 2018-Q4 | Increased 53 |
ISHARES TR | 12.4M | $773.4M | 1.4% | $47.07 | +29.00% | 24 qtrssince 2018-Q4 | Increased 52 |
ISHARES TR | 7.3M | $735.2M | 1.3% | $89.99 | +4.40% | 24 qtrssince 2018-Q4 | Increased 52 |
SPDR S&P 500 ETF TRUST | 1.2M | $714.4M | 1.3% | $326.15 | +71.95% | 24 qtrssince 2018-Q4 | Increased 50 |
VANGUARD INDEX FDS | 4M | $706.7M | 1.3% | $116.55 | +43.57% | 24 qtrssince 2018-Q4 | Increased 51 |
ISHARES TR | 8.5M | $664.1M | 1.2% | $58.60 | +26.72% | 24 qtrssince 2018-Q4 | Increased 50 |
VANGUARD INDEX FDS | 1.6M | $626.7M | 1.1% | $39.61 | +60.09% | 24 qtrssince 2018-Q4 | Increased 52 |
ALPHABET INC-CL A | 3.6M | $598M | 1.1% | $109.84 | +49.93% | 24 qtrssince 2018-Q4 | Increased 51 |
VANGUARD FTSE EMERGING MARKE | 12.4M | $592.7M | 1.1% | $39.61 | +14.28% | 24 qtrssince 2018-Q4 | Increased 51 |
BROADCOM INC | 3.4M | $582.5M | 1.0% | $55.83 | +203.73% | 24 qtrssince 2018-Q4 | Increased 80 |
JPMORGAN CHASE & CO | 2.5M | $531.1M | 0.9% | $121.87 | +66.05% | 24 qtrssince 2018-Q4 | Increased 46 |
FACEBOOK INC-CLASS A | 888,385 | $508.4M | 0.9% | $367.90 | +54.58% | 24 qtrssince 2018-Q4 | Increased 48 |
ELI LILLY & CO | 548,765 | $486.1M | 0.9% | $266.14 | +228.29% | 24 qtrssince 2018-Q4 | Increased 45 |
BERKSHIRE HATHAWAY INC-CL B | 1M | $474.7M | 0.8% | $305.48 | +50.67% | 24 qtrssince 2018-Q4 | Increased 46 |
PROCTER & GAMBLE CO/THE | 2.6M | $456M | 0.8% | $114.91 | +42.81% | 24 qtrssince 2018-Q4 | Increased 44 |
Mariner, LLC manages $56.4B across 3285 positions as of Q3 2024. Top holdings: AAPL (5.6%), IVV (4.5%), NVDA (3.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 288 new positions, 156 exits, 1727 increased. Top move: AVGO (INCREASED, conviction 80). Portfolio: $56.4B across 3285 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
Verify source filings on SEC EDGAR