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Home > Institutional Investor > Mariner Wealth Advisors, Llc > Profile

Instuitional Investor - Mariner Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Mariner Wealth Advisors, Llc
Portfolio Value $42,169,691,381
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 11,809,765 $2,273,735,492 5.39%
2.
Ishares Trust
 IEF 3,875,192 $1,850,909,308 4.38%
3.
Microsoft Corp
 MSFT 3,468,723 $1,304,376,899 3.09%
4.
Vanguard Tax-Managed Fds
 24,175,373 $1,158,000,408 2.74%
5.
Ishares Trust
 IEF 2,251,632 $624,041,342 1.47%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)