Mariner, LLC
Institutional investor · Portfolio as of Q3 2024
Top Holdings3,285 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 13.7M | $3.2B | 5.6% | $143.36 | +61.18% | 24 qtrssince 2018-Q4 | Increased 63 |
ISHARES CORE S&P 500 ETF | 4.4M | $2.5B | 4.5% | $339.49 | +66.37% | 24 qtrssince 2018-Q4 | Increased 60 |
NVIDIA CORP | 16.1M | $2B | 3.5% | $115.62 | +4.96% | 24 qtrssince 2018-Q4 | Increased 64 |
MICROSOFT CORP | 4.4M | $1.7B | 3.0% | $266.21 | +59.29% | 24 qtrssince 2018-Q4 | Increased 68 |
VANGUARD FTSE DEVELOPED ETF | 27.8M | $1.5B | 2.6% | $41.73 | +20.90% | 24 qtrssince 2018-Q4 | Increased 56 |
AMAZON.COM INC | 4.4M | $805M | 1.4% | $121.76 | +54.38% | 24 qtrssince 2018-Q4 | Increased 53 |
ISHARES CORE S&P MIDCAP ETF | 12.4M | $773.4M | 1.4% | $56.93 | +7.42% | 24 qtrssince 2018-Q4 | Increased 52 |
ISHARES TR | 7.3M | $735.2M | 1.3% | $89.99 | +4.40% | 24 qtrssince 2018-Q4 | Increased 52 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 1.2M | $714.4M | 1.3% | $329.30 | +70.95% | 24 qtrssince 2018-Q4 | Increased 50 |
VANGUARD VALUE ETF | 4M | $706.7M | 1.3% | $118.43 | +42.92% | 24 qtrssince 2018-Q4 | Increased 51 |
ISHARES CORE MSCI EAFE ETF | 8.5M | $664.1M | 1.2% | $58.60 | +26.72% | 24 qtrssince 2018-Q4 | Increased 50 |
VANGUARD GROWTH ETF | 1.6M | $626.7M | 1.1% | $39.65 | +60.09% | 24 qtrssince 2018-Q4 | Increased 52 |
ALPHABET INC-CL A | 3.6M | $598M | 1.1% | $103.74 | +57.25% | 24 qtrssince 2018-Q4 | Increased 51 |
VANGUARD FTSE EMERGING MARKETS | 12.4M | $592.7M | 1.1% | $39.73 | +15.25% | 24 qtrssince 2018-Q4 | Increased 51 |
BROADCOM INC | 3.4M | $582.5M | 1.0% | $159.10 | +7.28% | 24 qtrssince 2018-Q4 | Increased 80 |
JPMORGAN CHASE & CO | 2.5M | $531.1M | 0.9% | $123.50 | +65.15% | 24 qtrssince 2018-Q4 | Increased 46 |
META PLATFORMS INC-CLASS A | 888,385 | $508.4M | 0.9% | $369.47 | +52.96% | 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% | $306.95 | +49.04% | 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: Diversified Scout. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 286 new positions, 154 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
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