Mariner, LLC
Institutional investor · Portfolio as of Q4 2023
Top Holdings3,042 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 11.8M | $2.3B | 5.4% | $135.41 | +40.47% | 21 qtrssince 2018-Q4 | Decreased 0 |
ISHARES CORE S&P 500 ETF | 3.9M | $1.9B | 4.4% | $313.62 | +48.34% | 21 qtrssince 2018-Q4 | Increased 61 |
MICROSOFT CORP | 3.5M | $1.3B | 3.1% | $224.67 | +64.92% | 21 qtrssince 2018-Q4 | Increased 63 |
VANGUARD FTSE DEVELOPED ETF | 24.2M | $1.2B | 2.7% | $40.80 | +9.82% | 21 qtrssince 2018-Q4 | Increased 58 |
ISHARES CORE S&P MIDCAP ETF | 2.3M | $624M | 1.5% | $46.25 | +16.61% | 21 qtrssince 2018-Q4 | Increased 52 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 1.3M | $611.6M | 1.5% | $328.16 | +41.35% | 21 qtrssince 2018-Q4 | Increased 51 |
AMAZON.COM INC | 3.8M | $572.7M | 1.4% | $110.15 | +37.94% | 21 qtrssince 2018-Q4 | Increased 52 |
NVIDIA CORP | 1.1M | $568.9M | 1.3% | $21.17 | +133.76% | 21 qtrssince 2018-Q4 | Increased 53 |
ISHARES CORE MSCI EAFE ETF | 7.4M | $517.2M | 1.2% | $56.89 | +15.30% | 21 qtrssince 2018-Q4 | Increased 52 |
TESLA INC | 2.1M | $510.7M | 1.2% | $230.18 | +7.95% | 16 qtrssince 2020-Q1 | Decreased 0 |
VANGUARD VALUE ETF | 3.3M | $496M | 1.2% | $109.80 | +30.13% | 21 qtrssince 2018-Q4 | Increased 50 |
ISHARES TR | 4.9M | $488.7M | 1.2% | $90.03 | -0.20% | 21 qtrssince 2018-Q4 | Increased 51 |
ALPHABET INC-CL A | 3.4M | $468.4M | 1.1% | $98.77 | +40.37% | 21 qtrssince 2018-Q4 | Increased 53 |
VANGUARD GROWTH ETF | 1.4M | $431.5M | 1.0% | $36.02 | +42.17% | 21 qtrssince 2018-Q4 | Increased 52 |
VANGUARD FTSE EMERGING MARKETS | 10.1M | $414.4M | 1.0% | $39.49 | -2.00% | 21 qtrssince 2018-Q4 | Increased 45 |
JPMORGAN CHASE & CO | 2.2M | $379.3M | 0.9% | $113.99 | +42.08% | 21 qtrssince 2018-Q4 | Increased 50 |
BROADCOM INC | 338,363 | $377.7M | 0.9% | $50.67 | +115.43% | 21 qtrssince 2018-Q4 | Increased 45 |
VANGUARD TOTAL STOCK MARKET VIPERS | 1.5M | $356M | 0.8% | $192.94 | +19.85% | 21 qtrssince 2018-Q4 | Increased 46 |
BERKSHIRE HATHAWAY INC-CL B | 979,259 | $349.3M | 0.8% | $299.73 | +18.99% | 21 qtrssince 2018-Q4 | Increased 46 |
PROCTER & GAMBLE CO/THE | 2.4M | $345.9M | 0.8% | $110.37 | +23.47% | 21 qtrssince 2018-Q4 | Increased 45 |
Mariner, LLC manages $42.2B across 3042 positions as of Q4 2023. Top holdings: AAPL (5.4%), IVV (4.4%), MSFT (3.1%). Fund DNA: Diversified Scout. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 358 new positions, 208 exits, 1579 increased. Top move: MSFT (INCREASED, conviction 63). Portfolio: $42.2B across 3042 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