Mariner, LLC
Institutional investor · Portfolio as of Q4 2024
Top Holdings3,378 positions
Apple Inc | 14.1M | $3.5B | 5.9% | $134.54 | +84.78% | 25 qtrssince 2018-Q4 | Increased 64 |
iShares Core S&P 500 ETF | 4.5M | $2.7B | 4.5% | $344.48 | +67.34% | 25 qtrssince 2018-Q4 | Increased 60 |
NVIDIA Corp | 18.2M | $2.4B | 4.1% | $53.59 | +149.91% | 25 qtrssince 2018-Q4 | Increased 66 |
Microsoft Corp | 4.2M | $1.8B | 2.9% | $264.64 | +57.11% | 25 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD FTSE DEV MKT ETF | 28.7M | $1.4B | 2.3% | $41.37 | +10.66% | 25 qtrssince 2018-Q4 | Increased 56 |
Amazon.com Inc | 4.5M | $995.9M | 1.7% | $131.95 | +66.27% | 25 qtrssince 2018-Q4 | Increased 52 |
Tesla Inc | 2.2M | $869.1M | 1.5% | $303.25 | +33.17% | 20 qtrssince 2020-Q1 | Increased 76 |
Broadcom Inc | 3.5M | $812.2M | 1.4% | $62.03 | +268.40% | 25 qtrssince 2018-Q4 | Increased 52 |
ISHARES CORE S&P MID-CAP ETF | 12.8M | $799.1M | 1.3% | $47.52 | +28.28% | 25 qtrssince 2018-Q4 | Increased 52 |
iShares Core U.S. Aggregate Bond ETF | 8M | $772.2M | 1.3% | $90.09 | +1.05% | 25 qtrssince 2018-Q4 | Increased 55 |
SPDR S&P 500 ETF Trust | 1.3M | $753.1M | 1.3% | $333.82 | +72.19% | 25 qtrssince 2018-Q4 | Increased 52 |
Alphabet Inc | 3.7M | $708.7M | 1.2% | $112.72 | +66.96% | 25 qtrssince 2018-Q4 | Increased 52 |
Vanguard Value ETF | 4.1M | $687.4M | 1.2% | $116.69 | +39.87% | 25 qtrssince 2018-Q4 | Increased 50 |
VANGUARD INDEX FDS | 1.7M | $677.8M | 1.1% | $39.94 | +69.96% | 25 qtrssince 2018-Q4 | Increased 50 |
JPMorgan Chase & Co | 2.7M | $642.4M | 1.1% | $128.45 | +80.19% | 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 EMERGING MARKETS ETF | 12.7M | $559.6M | 0.9% | $39.69 | +7.51% | 25 qtrssince 2018-Q4 | Increased 45 |
Facebook Inc | 949,713 | $556.1M | 0.9% | $381.74 | +52.50% | 25 qtrssince 2018-Q4 | Increased 47 |
Invesco QQQ Trust Series 1 | 982,519 | $502.3M | 0.8% | $341.58 | +50.19% | 25 qtrssince 2018-Q4 | Increased 55 |
SCHWAB STRATEGIC TR | 17.2M | $478.7M | 0.8% | $13.19 | +110.05% | 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 Score: 4.5/5.0.
Active quarter - 292 new positions, 199 exits, 1860 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
Verify source filings on SEC EDGAR