13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001373442
Total reported value
$95.2B
$95.2B
3127 檔
8.8%
At the close of Q1 2024, Mariner, LLC disclosed equity holdings valued at approximately $95.2B, spread across 3127 reported holdings.
During Q1 2024, Mariner, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including IVV, AAPL, MSFT) accounted for 8.8% of total reported equity market value during Q1 2024.
Showing top 200 holdings (of 3127 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.48% | +0.21% | +6.40% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.47% | +0.24% | +6.78% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.10% | -0.36% | +2.67% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.68% | +0.11% | +6.79% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.50% | +0.12% | +16.61% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.47% | +0.06% | +418.98% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.46% | +0.03% | +4.06% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.36% | -0.01% | -2.33% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.32% | -0.04% | +32.68% | |
| 10 | VTV | Vanguard Value ETF | ETF-Other | 1.31% | -0.03% | +17.55% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.27% | — | +12.52% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.06% | +0.15% | +1.03% | |
| 13 | VUG | Vanguard Growth ETF | ETF-Other | 1.06% | +0.04% | +6.87% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.00% | +0.01% | +15.13% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.95% | +0.03% | +2.82% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 0.89% | +0.13% | -4.20% | |
| 17 | APO | Apollo Global Management Inc | Stock-Financials | 0.86% | -0.03% | +1.77% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.85% | -0.05% | -0.19% | |
| 19 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.84% | -0.06% | +6.42% | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.83% | +0.16% | -5.98% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.81% | +0.02% | +0.16% | |
| 22 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.73% | +0.02% | +4.02% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.69% | -0.04% | +11.48% | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 0.67% | -0.17% | +8.04% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.66% | +0.01% | +3.20% | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.65% | — | -0.44% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.64% | -0.10% | +51.74% | |
| 28 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.61% | -0.01% | +40.25% | |
| 29 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.61% | +0.02% | +10.29% | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.60% | +0.02% | -19.91% | |
| 31 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.56% | +0.06% | +13.29% | |
| 32 | VB | Vanguard Small-cap ETF | ETF-Other | 0.55% | +0.05% | +7.51% | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.54% | -0.10% | +1.03% | |
| 34 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.51% | -0.03% | -1.72% | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.50% | -0.10% | +2.62% | |
| 36 | MA | Mastercard Inc - A | Stock-Financials | 0.50% | -0.03% | +5.35% | |
| 37 | AMGN | Amgen Inc | Stock-Healthcare | 0.50% | -0.02% | +8.42% | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.50% | -0.03% | +4.32% | |
| 39 | AMD | Advanced Micro Devices | Stock-Tech | 0.49% | +0.23% | +13.15% | |
| 40 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.49% | +0.06% | -1.29% | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.48% | +0.01% | +2.90% | |
| 42 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.47% | -0.03% | -4.54% | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.46% | +0.01% | +2.43% | |
| 44 | NOW | Servicenow Inc | Stock-Tech | 0.46% | -0.04% | +4.37% | |
| 45 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.44% | -0.01% | +1.42% | |
| 46 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.44% | +0.01% | -6.39% | |
| 47 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.44% | -0.03% | +2.80% | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.43% | +0.06% | +5.15% | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.43% | -0.15% | +216.49% | |
| 50 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.40% | -0.02% | +3.20% |
According to official SEC Form 13F filings, Mariner, LLC reported a total U.S. public equity portfolio value of $95.2B across 3127 disclosed positions in Q1 2024.
During Q1 2024, Mariner, LLC's top holdings by market value included IVV (4.5%)、AAPL (4.5%)、MSFT (3.1%). The largest single position, IVV, represented 4.5% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q1 2024, Mariner, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.