Mariner, LLC
Institutional investor · Portfolio as of Q4 2019
Top Holdings699 positions
ISHARES TR | 1.8M | $588.2M | 6.1% | $233.66 | +25.31% | 5 qtrssince 2018-Q4 | Increased 65 |
APPLE INC | 782,641 | $229.8M | 2.4% | $41.62 | +69.76% | 5 qtrssince 2018-Q4 | Increased 54 |
ISHARES TR | 3.2M | $210.7M | 2.2% | $49.29 | +18.94% | 5 qtrssince 2018-Q4 | Increased 54 |
SPDR S&P 500 ETF TR | 611,473 | $196.8M | 2.0% | $241.96 | +20.95% | 5 qtrssince 2018-Q4 | Increased 53 |
ISHARES TR | 2.8M | $196.3M | 2.0% | $47.64 | +21.29% | 5 qtrssince 2018-Q4 | Increased 53 |
SCHWAB STRATEGIC TR | 2M | $155.5M | 1.6% | $9.35 | +24.58% | 5 qtrssince 2018-Q4 | Increased 50 |
MICROSOFT CORP | 979,193 | $154.4M | 1.6% | $101.06 | +47.23% | 5 qtrssince 2018-Q4 | Increased 48 |
ISHARES TR | 2.1M | $138.3M | 1.4% | $47.41 | +14.10% | 5 qtrssince 2018-Q4 | Increased 53 |
VANGUARD TAX-MANAGED FDS | 3M | $133.7M | 1.4% | $31.12 | +16.59% | 5 qtrssince 2018-Q4 | Increased 53 |
ISHARES TR | 1.1M | $125.1M | 1.3% | $88.76 | +4.34% | 5 qtrssince 2018-Q4 | Increased 56 |
PROCTER AND GAMBLE CO | 997,784 | $124.6M | 1.3% | $83.02 | +26.73% | 5 qtrssince 2018-Q4 | Increased 54 |
SCHWAB STRATEGIC TR | 1.2M | $115.5M | 1.2% | $8.50 | +32.25% | 5 qtrssince 2018-Q4 | Increased 48 |
SCHWAB STRATEGIC TR | 3.4M | $114.5M | 1.2% | $11.90 | +17.48% | 5 qtrssince 2018-Q4 | Increased 48 |
VISA INC | 578,612 | $108.7M | 1.1% | $132.23 | +35.38% | 5 qtrssince 2018-Q4 | Increased 49 |
VANGUARD INDEX FDS | 863,822 | $103.5M | 1.1% | $85.29 | +19.08% | 5 qtrssince 2018-Q4 | Increased 52 |
JOHNSON & JOHNSON | 620,611 | $90.5M | 0.9% | $107.69 | +12.60% | 5 qtrssince 2018-Q4 | Increased 45 |
UNITEDHEALTH GROUP INC | 306,462 | $90.1M | 0.9% | $216.92 | +20.51% | 5 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 464,230 | $84.6M | 0.9% | $23.01 | +26.81% | 5 qtrssince 2018-Q4 | Increased 47 |
ISHARES TR | 618,188 | $84.4M | 0.9% | $98.22 | +21.69% | 5 qtrssince 2018-Q4 | Increased 44 |
ISHARES TR | 1.4M | $84.3M | 0.9% | $51.41 | 0.00% | 1 qtr | New 58 |
Mariner, LLC manages $9.6B across 699 positions as of Q4 2019. Top holdings: IVV (6.1%), AAPL (2.4%), USMV (2.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 64 new positions, 45 exits, 414 increased. Top move: IVV (INCREASED, conviction 65). Portfolio: $9.6B across 699 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