Mariner, LLC

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Overland Park, KS
CIK
0001373442
Alternate names
Mariner Wealth Advisors, LLC
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 3,153 51,581,061 AAPL, IVV, NVDA, MSFT 13F-HR 8/13/2024 000158064224004507
Q1 2024 3,318 48,359,176 IVV, AAPL, MSFT, VEA 13F-HR 5/15/2024 000158064224002730
Q4 2023 3,042 42,169,691 AAPL, IVV, MSFT, VEA 13F-HR 2/14/2024 000158064224001003
Q3 2023 2,893 37,285,510 AAPL, IVV, MSFT, VEA 13F-HR 11/13/2023 000158064223006182
Q2 2023 2,827 37,424,906 AAPL, IVV, MSFT, VEA 13F-HR 8/11/2023 000158064223004212
Q1 2023 2,779 34,418,788 AAPL, IVV, VEA, MSFT 13F-HR 5/15/2023 000158064223002704
Q4 2022 2,737 31,111,114 IVV, AAPL, VEA, MSFT 13F-HR 2/14/2023 000158064223000883
Q3 2022 2,443 25,018,929 IVV, AAPL, VEA, MSFT 13F-HR 11/10/2022 000158064222005747
Q2 2022 1,370 24,351,946 IVV, AAPL, VEA, MSFT 13F-HR 8/15/2022 000158064222004102
Q1 2022 1,379 26,498,733 IVV, AAPL, VEA, MSFT 13F-HR 5/13/2022 000158064222002765
Q4 2021 1,151 23,645,660 IVV, AAPL, VEA, MSFT 13F-HR 2/14/2022 000158064222000847
Q3 2021 989 19,157,787 IVV, AAPL, VEA, MSFT 13F-HR 11/15/2021 000158064221005462
Q2 2021 911 16,117,461 IVV, AAPL, MSFT, VEA 13F-HR 8/24/2021 000158064221003941
Q1 2021 856 14,339,737 IVV, AAPL, MSFT, SPY 13F-HR 5/7/2021 000158064221002265
Q4 2020 781 13,036,531 IVV, AAPL, MSFT, AGG 13F-HR 2/16/2021 000158064221000700
Q3 2020 712 10,621,221 IVV, AAPL, MSFT, AGG 13F-HR 11/13/2020 000158064220004175
Q2 2020 718 9,976,052 IVV, AAPL, MSFT, SPY 13F-HR 8/14/2020 000158064220003017
Q1 2020 701 8,002,732 IVV, AAPL, SPY, MSFT 13F-HR 5/14/2020 000158064220002150
Q4 2019 699 9,629,288 IVV, AAPL, USMV, SPY 13F-HR 2/13/2020 000158064220000683
Q3 2019 680 8,360,385 IVV, USMV, EFA, SPY 13F-HR 11/13/2019 000158064219005136
Q2 2019 1,107 8,382,378 IVV, EFA, SPY, USMV 13F-HR 8/14/2019 000158064219003690
Q1 2019 1,034 7,015,698 IVV, EFA, USMV, SCHX 13F-HR 5/15/2019 000158064219002516
Q4 2018 941 5,616,198 IVV, EFA, USMV, SCHX 13F-HR 2/13/2019 000158064219000792
Q3 2018 808 3,889,278 IVV, USMV, VEA, SCHG 13F-HR 11/14/2018 000158064218005465
Q2 2018 786 3,527,586 IVV, USMV, VEA, SCHG 13F-HR 8/14/2018 000158064218003887
Q1 2018 670 2,789,748 IVV, USMV, VEA, SCHG 13F-HR 5/15/2018 000158064218002597
Q4 2017 580 2,584,465 IVV, USMV, VEA, SCHG 13F-HR 2/9/2018 000158064218000780
Q3 2017 503 2,212,146 IVV, USMV, VEA, BIDU 13F-HR 11/14/2017 000158064217006086
Q2 2017 499 2,125,331 IVV, USMV, VEA, PG 13F-HR 8/11/2017 000158064217004375
Q1 2017 590 2,296,081 IVV, USMV, PG, VEA 13F-HR 5/15/2017 000158064217002985
Q4 2016 569 2,169,768 IVV, USMV, PG, VEA 13F-HR 2/14/2017 000158064217000893
Q3 2016 812 2,069,913 IVV, USMV, PG, VNQ 13F-HR 11/14/2016 000158064216012063
Q2 2016 546 1,848,123 IVV, PG, VNQ, USMV 13F-HR 8/12/2016 000158064216010215
Q1 2016 531 1,683,983 IVV, PG, VNQ, SPY 13F-HR 5/13/2016 000158064216008691
Q4 2015 474 1,558,739 IVV, PG, VNQ, BIDU 13F-HR 2/16/2016 000158064216006855
Q3 2015 537 2,250,722 IVV, EFA, PG, IWM 13F-HR 11/16/2015 000158064215005207
Q2 2015 640 2,156,622 IVV, PG, VNQ, EFA 13F-HR 8/17/2015 000158064215003531
Q1 2015 403 1,176,155 VNQ, IVV, PG, BIDU 13F-HR 5/15/2015 000158064215002206
Q4 2014 386 1,111,081 VNQ, BIDU, PG, IVV 13F-HR 2/13/2015 000158064215000699
Q3 2014 342 888,025 VNQ, BIDU, IVV, EFA 13F-HR 11/13/2014 000091047214005073
Q2 2014 355 901,956 VNQ, BIDU, IVV, EFA 13F-HR 8/21/2014 000091047214003528
Q1 2014 336 776,738 VNQ, EFA, SPY, MWE 13F-HR 5/8/2014 000091047214002072
Q4 2013 341 798,280 VNQ, MWE, CLAYMORE EXCHANGE TRD FD TR, IVV 13F-HR 2/14/2014 000091047214000567