Mariner, LLC
Institutional investor · Portfolio as of Q4 2024
Top Holdings3,378 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 14.1M | $3.5B | 5.9% | $146.79 | +69.37% | 25 qtrssince 2018-Q4 | Increased 64 |
ISHARES CORE S&P 500 ETF | 4.5M | $2.7B | 4.5% | $347.16 | +68.07% | 25 qtrssince 2018-Q4 | Increased 60 |
NVIDIA CORP | 18.2M | $2.4B | 4.1% | $118.13 | +16.35% | 25 qtrssince 2018-Q4 | Increased 66 |
MICROSOFT CORP | 4.2M | $1.8B | 2.9% | $266.21 | +58.42% | 25 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD FTSE DEVELOPED ETF | 28.7M | $1.4B | 2.3% | $41.86 | +10.40% | 25 qtrssince 2018-Q4 | Increased 56 |
AMAZON.COM INC | 4.5M | $995.9M | 1.7% | $124.21 | +78.17% | 25 qtrssince 2018-Q4 | Increased 52 |
TESLA INC | 2.2M | $869.1M | 1.5% | $312.11 | +33.74% | 20 qtrssince 2020-Q1 | Increased 76 |
BROADCOM INC | 3.5M | $812.2M | 1.4% | $161.77 | +44.32% | 25 qtrssince 2018-Q4 | Increased 52 |
ISHARES CORE S&P MIDCAP ETF | 12.8M | $799.1M | 1.3% | $57.07 | +7.42% | 25 qtrssince 2018-Q4 | Increased 52 |
ISHARES TR | 8M | $772.2M | 1.3% | $90.09 | +1.05% | 25 qtrssince 2018-Q4 | Increased 55 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 1.3M | $753.1M | 1.3% | $337.07 | +72.48% | 25 qtrssince 2018-Q4 | Increased 52 |
ALPHABET INC-CL A | 3.7M | $708.7M | 1.2% | $106.92 | +78.17% | 25 qtrssince 2018-Q4 | Increased 52 |
VANGUARD VALUE ETF | 4.1M | $687.4M | 1.2% | $118.57 | +39.44% | 25 qtrssince 2018-Q4 | Increased 50 |
VANGUARD GROWTH ETF | 1.7M | $677.8M | 1.1% | $39.98 | +69.96% | 25 qtrssince 2018-Q4 | Increased 50 |
JPMORGAN CHASE & CO | 2.7M | $642.4M | 1.1% | $130.10 | +79.34% | 25 qtrssince 2018-Q4 | Increased 53 |
ISHARES CORE MSCI EAFE ETF | 8.8M | $616.7M | 1.0% | $58.87 | +15.11% | 25 qtrssince 2018-Q4 | Increased 51 |
VANGUARD FTSE EMERGING MARKETS | 12.7M | $559.6M | 0.9% | $39.81 | +7.69% | 25 qtrssince 2018-Q4 | Increased 45 |
META PLATFORMS INC-CLASS A | 949,713 | $556.1M | 0.9% | $383.67 | +53.62% | 25 qtrssince 2018-Q4 | Increased 47 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 982,519 | $502.3M | 0.8% | $341.58 | +50.19% | 25 qtrssince 2018-Q4 | Increased 55 |
SCHWAB US LARGE-CAP GROWTH | 17.2M | $478.7M | 0.8% | $25.03 | +11.98% | 25 qtrssince 2018-Q4 | Increased 71 |
Mariner, LLC manages $59.6B across 3378 positions as of Q4 2024. Top holdings: AAPL (5.9%), IVV (4.5%), NVDA (4.1%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 5/5.0.
Active quarter - 289 new positions, 196 exits, 1862 increased. Top move: TSLA (INCREASED, conviction 76). Portfolio: $59.6B across 3378 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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