Mariner, LLC
Institutional investor · Portfolio as of Q4 2022
Top Holdings2,737 positions
ISHARES TR | 3.4M | $1.3B | 4.2% | $295.26 | +23.73% | 17 qtrssince 2018-Q4 | Increased 63 |
APPLE INC | 8.4M | $1.1B | 3.5% | $103.44 | +23.41% | 17 qtrssince 2018-Q4 | Increased 71 |
VANGUARD TAX-MANAGED INTL FD | 18.8M | $787.9M | 2.5% | $39.92 | -5.73% | 17 qtrssince 2018-Q4 | Increased 56 |
MICROSOFT CORP | 2.8M | $680.4M | 2.2% | $199.41 | +16.71% | 17 qtrssince 2018-Q4 | Increased 63 |
SPDR S&P 500 ETF TR | 1.3M | $483.3M | 1.6% | $317.34 | +14.95% | 17 qtrssince 2018-Q4 | Increased 64 |
ISHARES TR | 1.9M | $459M | 1.5% | $45.14 | +1.83% | 17 qtrssince 2018-Q4 | Increased 56 |
VANGUARD INDEX FDS | 3.1M | $440.5M | 1.4% | $106.63 | +20.76% | 17 qtrssince 2018-Q4 | Increased 53 |
ISHARES TR | 6.2M | $379.8M | 1.2% | $55.21 | +0.72% | 17 qtrssince 2018-Q4 | Increased 51 |
ISHARES TR | 3.8M | $367.5M | 1.2% | $91.18 | -6.72% | 17 qtrssince 2018-Q4 | Increased 60 |
APOLLO GLOBAL MGMT INC | 5.7M | $362.6M | 1.2% | $57.18 | +5.09% | 4 qtrssince 2022-Q1 | Decreased 0 |
VANGUARD INTL EQUITY INDEX F | 8.1M | $315.9M | 1.0% | $40.00 | -11.71% | 17 qtrssince 2018-Q4 | Decreased 0 |
PROCTER & GAMBLE CO | 2M | $297.6M | 1.0% | $105.17 | +30.69% | 17 qtrssince 2018-Q4 | Increased 49 |
VANGUARD INDEX FDS | 1.4M | $276.8M | 0.9% | $188.05 | -3.26% | 17 qtrssince 2018-Q4 | Increased 46 |
BERKSHIRE HATHAWAY INC DEL | 876,050 | $270.6M | 0.9% | $292.64 | +5.56% | 17 qtrssince 2018-Q4 | Increased 47 |
UNITEDHEALTH GROUP INC | 479,559 | $254.3M | 0.8% | $301.61 | +63.18% | 17 qtrssince 2018-Q4 | Increased 46 |
JPMORGAN CHASE & CO | 1.9M | $249.6M | 0.8% | $104.52 | +17.49% | 17 qtrssince 2018-Q4 | Increased 46 |
ALPHABET INC | 2.8M | $243.4M | 0.8% | $101.75 | -14.10% | 17 qtrssince 2018-Q4 | Increased 61 |
AMAZON COM INC | 2.9M | $241.9M | 0.8% | $118.87 | -29.33% | 17 qtrssince 2018-Q4 | Increased 50 |
JOHNSON & JOHNSON | 1.4M | $240.3M | 0.8% | $129.64 | +22.41% | 17 qtrssince 2018-Q4 | Increased 50 |
ISHARES TR | 4M | $231.1M | 0.7% | $60.15 | -4.96% | 17 qtrssince 2018-Q4 | Increased 44 |
Mariner, LLC manages $31.1B across 2737 positions as of Q4 2022. Top holdings: IVV (4.2%), AAPL (3.5%), VEA (2.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 464 new positions, 170 exits, 1392 increased. Top move: AAPL (INCREASED, conviction 71). Portfolio: $31.1B across 2737 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