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Asset Manager ← All Institutions

Mariner, LLC

Q2 2025 · Filed 2025-08-14
Market Value
$69.1B
+15.3%
Holdings
3,574
+78
New Purchases
281
Added To
1,849
Closed
242
Reduced
1,131
Top 10 Concentration
26.6%
Turnover
14.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NVDA 4.34% 3.42% +0.92% $3.0B
MSFT 3.39% 2.70% +0.68% $2.3B
AVGO 1.53% 1.00% +0.53% $1.1B
GEV 0.33% 0.04% +0.28% $225M
META 1.21% 0.98% +0.23% $834M
JPM 1.31% 1.13% +0.18% $907M
SHV 0.14% 0.02% +0.12% $98M
P 0.21% 0.08% +0.12% $142M
NKE 0.16% 0.04% +0.12% $107M
AMZN 1.67% 1.56% +0.11% $1.2B
ORCL 0.37% 0.27% +0.11% $258M
NOW 0.53% 0.44% +0.10% $368M
CDNS 0.23% 0.13% +0.09% $156M
CRWD 0.34% 0.26% +0.08% $234M
NFLX 0.29% 0.22% +0.08% $203M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 4.67% 5.35% -0.68% $3.2B
UNH 0.17% 0.38% -0.20% $120M
TMO 0.09% 0.28% -0.19% $60M
BRK-B 0.77% 0.96% -0.19% $531M
UNP 0.09% 0.26% -0.17% $64M
PG 0.68% 0.82% -0.14% $468M
MRK 0.29% 0.41% -0.12% $197M
AGG 1.41% 1.52% -0.12% $974M
LLY 0.70% 0.81% -0.11% $486M
AMGN 0.42% 0.53% -0.11% $290M
TMUS 0.40% 0.50% -0.10% $274M
VTV 1.19% 1.29% -0.10% $824M
CVX 0.38% 0.47% -0.09% $263M
PEP 0.16% 0.24% -0.09% $107M
SCHD 0.30% 0.38% -0.08% $208M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 82 $32.4B 46.9%
Large Cap 1,053 $31.2B 45.2%
Mid Cap 1,169 $3.6B 5.3%
Small Cap 982 $1.6B 2.3%
Micro Cap 288 $237M 0.3%

Portfolio Analytics

Avg Market Cap
$32.0B
Median Market Cap
$4.1B
Avg P/E
31.4
Median P/E
20.2
Avg Dividend Yield
0.03%
Avg Beta
1.01
# Stocks
2,382
# ETFs / Funds
1,192

Top Holdings (3,574 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 AAPL 4.67% 15,727,127 $3.2B $205.15 $20M +1,290,385 +8.9%
2 IVV 4.45% 4,959,031 $3.1B $620.89 $398M +186,841 +3.9%
3 NVDA 4.34% 19,003,313 $3.0B $157.99 $949M +55,548 +0.3%
4 MSFT 3.39% 4,707,317 $2.3B $497.40 $720M +389,317 +9.0%
5 VEA 2.53% 30,654,506 $1.7B $57.01 $241M +1,027,074 +3.5%
6 AMZN 1.67% 5,266,121 $1.2B $219.43 $221M +353,742 +7.2%
7 AVGO 1.53% 3,838,173 $1.1B $275.58 $455M +241,002 +6.7%
8 AGG 1.41% 9,817,500 $974M $99.19 $60M +579,335 +6.3%
9 JPM 1.31% 3,130,571 $907M $289.88 $227M +355,848 +12.8%
10 IJH 1.25% 13,961,480 $866M $62.02 $68M +282,615 +2.1%
11 SPY 1.24% 1,385,062 $856M $617.71 $110M +52,535 +3.9%
12 META 1.21% 1,129,516 $834M $738.04 $249M +115,050 +11.3%
13 VTV 1.19% 4,659,847 $824M $176.74 $49M +177,082 +4.0%
14 VUG 1.13% 1,786,816 $783M $438.40 $136M +40,881 +2.3%
15 IEFA 1.08% 8,983,504 $750M $83.47 $95M +335,460 +3.9%
16 GOOGL 1.04% 4,096,516 $722M $176.25 $108M +128,295 +3.2%
17 VWO 0.94% 13,177,456 $652M $49.46 $63M +168,413 +1.3%
18 QQQ 0.85% 1,060,981 $585M $551.63 $109M +45,696 +4.5%
19 IUSB 0.84% 12,555,562 $580M $46.22 $54M +1,121,415 +9.8%
20 VTI 0.78% 1,774,182 $539M $303.91 $91M +142,368 +8.7%
21 BRK-B 0.77% 1,093,676 $531M $485.77 -$43M +15,801 +1.5%
22 SCHG 0.75% 17,810,580 $520M $29.21 $88M +533,543 +3.1%
23 LLY 0.70% 623,353 $486M $779.48 -$3M +31,950 +5.4%
24 VO 0.69% 1,709,460 $478M $279.83 $78M +160,710 +10.4%
25 PG 0.68% 2,940,450 $468M $159.32 -$22M +61,228 +2.1%
26 TSLA 0.67% 1,452,035 $461M $317.71 $96M +42,640 +3.0%
27 VOO 0.67% 810,912 $461M $568.01 $58M +28,076 +3.6%
28 IEMG 0.62% 7,090,503 $426M $60.02 $75M +604,453 +9.3%
29 WMT 0.59% 4,186,456 $409M $97.78 $61M +217,377 +5.5%
30 VB 0.59% 1,709,529 $405M $236.98 $57M +139,444 +8.9%
31 HD 0.58% 1,095,891 $402M $366.66 $29M +77,340 +7.6%
32 IVW 0.58% 3,617,068 $398M $110.10 $58M -45,560 -1.2%
33 COST 0.56% 393,957 $390M $989.90 $52M +36,845 +10.3%
34 V 0.54% 1,060,959 $377M $354.99 $52M +134,575 +14.5%
35 IWY 0.53% 1,496,630 $369M $246.51 $34M -90,667 -5.7%
36 NOW 0.53% 357,817 $368M $1,028.01 $107M +30,145 +9.2%
37 GOOG 0.53% 2,050,428 $364M $177.40 $84M +262,999 +14.7%
38 MA 0.49% 598,857 $336M $561.82 $20M +20,990 +3.6%
39 APO 0.44% 2,142,105 $304M $141.87 $13M +20,499 +1.0%
40 AMGN 0.42% 1,037,140 $290M $279.19 -$27M +22,221 +2.2%
41 VIG 0.42% 1,407,483 $288M $204.67 $11M -20,004 -1.4%
42 JNJ 0.40% 1,793,476 $274M $152.74 -$7M +101,266 +6.0%
43 TMUS 0.40% 1,149,849 $274M $238.22 -$25M +28,112 +2.5%
44 EFA 0.39% 3,047,023 $272M $89.39 $33M +120,055 +4.1%
45 CVX 0.38% 1,833,145 $263M $143.20 -$19M +151,008 +9.0%
46 ORCL 0.37% 1,181,996 $258M $218.54 $99M +40,495 +3.5%
47 XOM 0.37% 2,357,497 $254M $107.82 -$11M +123,520 +5.5%
48 IWF 0.36% 579,441 $246M $424.56 $43M +16,002 +2.8%
49 SCHV 0.35% 8,687,414 $240M $27.67 $21M +439,870 +5.3%
50 NDAQ 0.34% 2,666,045 $238M $89.42 $45M +118,674 +4.7%
51 MCD 0.34% 805,741 $235M $292.16 $582K +53,684 +7.1%
52 SCHX 0.34% 9,628,895 $235M $24.44 $17M -245,545 -2.5%
53 CRWD 0.34% 460,099 $234M $509.21 $81M +25,863 +6.0%
54 SYK 0.34% 591,883 $234M $395.61 $17M +7,467 +1.3%
55 GLW 0.33% 4,355,243 $229M $52.58 $39M +200,425 +4.8%
56 BRK-A 0.33% 311 $227M $728,800.00 $8M +37 +13.5%
57 GEV 0.33% 425,950 $225M $529.02 $200M +342,552 +410.7%
58 TTWO 0.32% 900,245 $219M $242.83 $38M +28,560 +3.3%
59 IVE 0.31% 1,113,524 $218M $195.39 $9M +17,098 +1.6%
60 ABBV 0.31% 1,164,283 $216M $185.60 -$17M +53,786 +4.8%
61 NEE 0.30% 3,027,456 $210M $69.43 $11M +220,907 +7.9%
62 SCHD 0.30% 7,836,326 $208M $26.50 -$23M -399,333 -4.8%
63 PNC 0.30% 1,099,433 $205M $186.41 $5M -36,028 -3.2%
64 IEF 0.29% 2,120,179 $203M $95.77 -$23M -250,397 -10.6%
65 NFLX 0.29% 151,344 $203M $1,338.95 $73M +12,804 +9.2%
66 MUB 0.29% 1,897,180 $198M $104.47 -$11M -90,393 -4.5%
67 MRK 0.29% 2,492,387 $197M $79.16 -$48M -245,786 -9.0%
68 SCHF 0.28% 8,822,688 $195M $22.10 $19M -77,682 -0.9%
69 IJR 0.28% 1,745,765 $191M $109.29 $8M -3,073 -0.2%
70 IXUS 0.27% 2,414,125 $187M $77.29 $25M +106,440 +4.6%
71 ABT 0.27% 1,348,554 $183M $135.99 $13M +61,353 +4.8%
72 IWB 0.26% 535,883 $182M $339.57 $26M +27,143 +5.3%
73 DGRO 0.26% 2,816,348 $180M $63.94 $2M -72,091 -2.5%
74 WMB 0.26% 2,857,451 $179M $62.81 $12M +49,960 +1.8%
75 SPDW 0.26% 4,418,246 $179M $40.49 $15M -77,642 -1.7%
76 VNQ 0.26% 1,986,264 $177M $89.06 -$5M -21,492 -1.1%
77 TT 0.25% 399,446 $175M $437.35 $47M +21,813 +5.8%
78 TJX 0.25% 1,390,390 $172M $123.49 $7M +36,105 +2.7%
79 LIN 0.24% 357,470 $168M $469.12 $28M +58,266 +19.5%
80 TXN 0.23% 776,800 $161M $207.62 $36M +78,505 +11.2%
81 VTEB 0.23% 3,258,439 $160M $49.03 $4M +116,197 +3.7%
82 CSCO 0.23% 2,301,923 $160M $69.37 $24M +108,627 +5.0%
83 IWR 0.23% 1,735,279 $160M $91.97 $15M +35,050 +2.1%
84 PGR 0.23% 597,388 $159M $266.83 $1M +39,230 +7.0%
85 CDNS 0.23% 506,026 $156M $308.11 $75M +188,691 +59.5%
86 SPLG 0.22% 2,123,820 $154M $72.68 $8M -102,921 -4.6%
87 ITOT 0.22% 1,114,306 $150M $134.89 $16M +12,580 +1.1%
88 VV 0.22% 525,269 $150M $285.28 $28M +49,464 +10.4%
89 T 0.21% 5,093,501 $147M $28.91 $10M +256,288 +5.3%
90 KLAC 0.21% 160,817 $144M $895.65 $39M +5,679 +3.7%
91 P 0.21% 2,462,277 $142M $57.55 $92M +1,331,649 +117.8%
92 IBM 0.20% 472,467 $139M $294.75 $28M +25,666 +5.7%
93 GLD 0.20% 455,981 $139M $304.79 $12M +14,161 +3.2%
94 XLK 0.20% 546,443 $138M $253.23 $30M +22,710 +4.3%
95 IWM 0.20% 627,185 $135M $215.79 $8M -12,939 -2.0%
96 PRF 0.19% 3,186,775 $135M $42.27 $1M -116,023 -3.5%
97 DFAC 0.19% 3,744,938 $134M $35.84 $17M +195,981 +5.5%
98 PANW 0.19% 655,550 $134M $204.58 $32M +57,161 +9.6%
99 WM 0.19% 583,642 $134M $228.82 $2M +16,837 +3.0%
100 LDOS 0.19% 846,165 $133M $157.74 $20M +8,833 +1.1%

New Positions

SymbolValue% Port
SMMV $16M 0.02%
WTV $11M 0.02%
HCRB $9M 0.01%
BSJQ $9M 0.01%
CGBD $7M 0.01%
RKLB $6M 0.01%
BAI $5M 0.01%
QGRO $5M 0.01%
B $5M 0.01%
BUZZ $4M 0.01%
HYDB $4M 0.01%
FLIA $3M —%
ALLW $3M —%
CLOI $3M —%
AGCO $3M —%

Sold Out Positions

SymbolValue% Port
ABM —%
AHRT —%
AAP —%
IBP —%
ACI —%
RH —%
ACRE —%
YETI —%
CUBE —%
EGP —%
AVTR —%
KW —%
SPB —%
NSP —%
LC —%
View SEC EDGAR Filings for Mariner, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms