Mariner, LLC Q1 2025 Filing

Filed May 15, 2025

Portfolio Value

$60.1T

Holdings

3,429

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (3,429 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
14,436,742$3.2T5.34%
2
IVVISHARES TR
4,772,190$2.7T4.46%
3
NVDANVIDIA CORPORATION
18,947,765$2.1T3.42%
4
MSFTMICROSOFT CORP
4,318,000$1.6T2.70%
5
VEAVANGUARD TAX-MANAGED FDS
29,627,432$1.5T2.51%
6
AMZNAMAZON COM INC
4,912,379$934.7B1.56%
7
AGGISHARES TR
9,238,165$913.8B1.52%
8
IJHISHARES TR
13,678,865$798.1B1.33%
9
VTVVANGUARD INDEX FDS
4,482,765$774.2B1.29%
10
SPYSPDR S&P 500 ETF TR
1,332,527$745.1B1.24%
11
JPMJPMORGAN CHASE & CO.
2,774,723$680.6B1.13%
12
AQLTISHARES TR
8,648,044$654.5B1.09%
13
VUGVANGUARD INDEX FDS
1,745,935$647.4B1.08%
14
GOOGLALPHABET INC
3,968,221$613.6B1.02%
15
AVGOBROADCOM INC
3,597,171$602.3B1.00%
16
VWOVANGUARD INTL EQUITY INDEX F
13,009,043$588.8B0.98%
17
METAMETA PLATFORMS INC
1,014,466$584.7B0.97%
18
BRK/BBERKSHIRE HATHAWAY INC DEL
1,077,875$574.0B0.96%
19
IUSBISHARES TR
11,434,147$526.9B0.88%
20
PGPROCTER AND GAMBLE CO
2,879,222$490.6B0.82%
21
LLYELI LILLY & CO
591,403$488.4B0.81%
22
NDQINVESCO QQQ TR
1,015,285$476.1B0.79%
23
VTIVANGUARD INDEX FDS
1,631,814$448.4B0.75%
24
SCHGSCHWAB STRATEGIC TR
17,277,037$432.6B0.72%
25
VOOVANGUARD INDEX FDS
782,836$402.3B0.67%
26
VOVANGUARD INDEX FDS
1,548,750$400.5B0.67%
27
HDHOME DEPOT INC
1,018,551$373.2B0.62%
28
TSLATESLA INC
1,409,395$365.3B0.61%
29
IEMGISHARES INC
6,486,050$350.1B0.58%
30
WMTWALMART INC
3,969,079$348.4B0.58%
31
VBVANGUARD INDEX FDS
1,570,085$348.2B0.58%
32
IVWISHARES TR
3,662,628$340.0B0.57%
33
COSTCOSTCO WHSL CORP NEW
357,112$337.7B0.56%
34
IWYISHARES TR
1,587,297$334.8B0.56%
35
VVISA INC
926,384$324.6B0.54%
36
MAMASTERCARD INCORPORATED
577,867$316.7B0.53%
37
AMGNAMGEN INC
1,014,919$316.2B0.53%
38
TMUST-MOBILE US INC
1,121,737$299.2B0.50%
39
APOAPOLLO GLOBAL MGMT INC
2,121,606$290.5B0.48%
40
CVXCHEVRON CORP NEW
1,682,137$281.4B0.47%
41
JNJJOHNSON & JOHNSON
1,692,210$280.6B0.47%
42
GOOGALPHABET INC
1,787,429$279.2B0.46%
43
VIGVANGUARD SPECIALIZED FUNDS
1,427,487$276.9B0.46%
44
XOMEXXON MOBIL CORP
2,233,977$265.7B0.44%
45
NOWSERVICENOW INC
327,672$260.9B0.43%
46
MRKMERCK & CO INC
2,738,173$245.8B0.41%
47
EFAISHARES TR
2,926,968$239.3B0.40%
48
MCDMCDONALDS CORP
752,057$234.8B0.39%
49
ABBVABBVIE INC
1,110,497$232.6B0.39%
50
SCHDSCHWAB STRATEGIC TR
8,235,659$230.3B0.38%
51
IEFISHARES TR
2,370,576$226.1B0.38%
52
UNHUNITEDHEALTH GROUP INC
430,869$225.6B0.38%
53
SCHVSCHWAB STRATEGIC TR
8,247,544$219.2B0.36%
54
BRK-BBERKSHIRE HATHAWAY INC DEL
274$218.8B0.36%
55
SCHXSCHWAB STRATEGIC TR
9,874,440$218.0B0.36%
56
SYKSTRYKER CORPORATION
584,416$217.3B0.36%
57
MUBISHARES TR
1,987,573$209.5B0.35%
58
IVEISHARES TR
1,096,426$208.9B0.35%
59
IWFISHARES TR
563,439$203.5B0.34%
60
PNCPNC FINL SVCS GROUP INC
1,135,461$199.5B0.33%
61
NEENEXTERA ENERGY INC
2,806,549$198.9B0.33%
62
NDAQNASDAQ INC
2,547,371$193.2B0.32%
63
GLWCORNING INC
4,154,818$190.2B0.32%
64
IJRISHARES TR
1,748,838$182.9B0.30%
65
VNQVANGUARD INDEX FDS
2,007,756$181.8B0.30%
66
TTWOTAKE-TWO INTERACTIVE SOFTWAR
871,685$180.7B0.30%
67
DGROISHARES TR
2,888,439$178.4B0.30%
68
SCHFSCHWAB STRATEGIC TR
8,900,370$176.1B0.29%
69
ABTABBOTT LABS
1,287,201$170.7B0.28%
70
WMBWILLIAMS COS INC
2,807,491$167.8B0.28%
71
TMOTHERMO FISHER SCIENTIFIC INC
336,973$167.7B0.28%
72
TJXTJX COS INC NEW
1,354,285$164.9B0.27%
73
SPDWSPDR INDEX SHS FDS
4,495,888$163.7B0.27%
74
IXUSISHARES TR
2,307,685$161.3B0.27%
75
ORCLORACLE CORP
1,141,501$159.6B0.27%
76
PGRPROGRESSIVE CORP
558,158$157.9B0.26%
77
IWBISHARES TR
508,740$156.1B0.26%
78
VTEBVANGUARD MUN BD FDS
3,142,242$155.9B0.26%
79
UNPUNION PAC CORP
658,092$155.4B0.26%
80
CRWDCROWDSTRIKE HLDGS INC
434,236$153.1B0.25%
81
SPYMSPDR SER TR
2,226,741$146.4B0.24%
82
IWRISHARES TR
1,700,229$144.6B0.24%
83
PEPPEPSICO INC
961,465$144.2B0.24%
84
LINLINDE PLC
299,204$139.3B0.23%
85
TAT&T INC
4,837,213$136.8B0.23%
86
CSCOCISCO SYS INC
2,193,296$135.3B0.23%
87
ITOTISHARES TR
1,101,726$134.3B0.22%
88
PRFINVESCO EXCHANGE TRADED FD T
3,302,798$133.5B0.22%
89
WMWASTE MGMT INC DEL
566,805$131.2B0.22%
90
DUKDUKE ENERGY CORP NEW
1,071,017$130.6B0.22%
91
NFLXNETFLIX INC
138,540$129.2B0.21%
92
IWMISHARES TR
640,124$127.7B0.21%
93
GQ9SPDR GOLD TR
441,820$127.3B0.21%
94
TTTRANE TECHNOLOGIES PLC
377,633$127.2B0.21%
95
TXNTEXAS INSTRS INC
698,295$125.5B0.21%
96
BIVVANGUARD BD INDEX FDS
1,614,483$123.6B0.21%
97
LULULULULEMON ATHLETICA INC
433,160$122.7B0.20%
98
PSXPHILLIPS 66
993,065$122.6B0.20%
99
VVVANGUARD INDEX FDS
475,805$122.2B0.20%
100
FISVFISERV INC
530,304$117.1B0.19%
Page 1 of 35Next