Mariner, LLC Top Holdings and 13F Report (2025) About Mariner, LLCInvestment ActivityMariner, LLC has $60.10 billion in total holdings as of March 31, 2025.Mariner, LLC owns shares of 3,429 different stocks, but just 220 companies or ETFs make up 80% of its holdings.Approximately 7.39% of the portfolio was purchased this quarter.About 2.59% of the portfolio was sold this quarter.This quarter, Mariner, LLC has purchased 3,378 new stocks and bought additional shares in 1,896 stocks.Mariner, LLC sold shares of 1,162 stocks and completely divested from 217 stocks this quarter.Largest Holdings Apple $3,206,499,645iShares Core S&P 500 ETF $2,681,452,055NVIDIA $2,053,727,023Microsoft $1,621,057,609Vanguard FTSE Developed Markets ETF $1,506,154,805 Largest New Holdings this Quarter 92189F486 - VanEck IG Floating Rate ETF $13,100,549 Holding25434V575 - DIMENSIONAL ETF TRUST $7,290,129 Holding922020748 - VANGUARD MALVERN FDS $7,103,664 Holding25434V583 - DIMENSIONAL ETF TRUST $5,703,533 Holding33738R308 - First Trust BuyWrite Income ETF $5,581,317 Holding Largest Purchases this Quarter Apollo Global Management 1,760,213 shares (about $241.04M)Berkshire Hathaway 239 shares (about $190.83M)iShares Core S&P 500 ETF 235,264 shares (about $132.19M)iShares Core U.S. Aggregate Bond ETF 1,269,215 shares (about $125.55M)Progressive 385,567 shares (about $109.11M) Largest Sales this Quarter Tesla 742,539 shares (about $192.46M)Prudential Financial 995,832 shares (about $111.21M)Adobe 248,896 shares (about $95.46M)Advanced Micro Devices 918,409 shares (about $94.36M)Textron 1,049,825 shares (about $75.85M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMariner, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$3,206,499,645$67,187,996 ▲2.1%14,436,7425.3%Computer and TechnologyIVViShares Core S&P 500 ETF$2,681,452,055$132,192,795 ▲5.2%4,772,1904.5%ETFNVDANVIDIA$2,053,727,023$84,286,228 ▲4.3%18,947,7653.4%Computer and TechnologyMSFTMicrosoft$1,621,057,609$60,074,863 ▲3.8%4,318,0002.7%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$1,506,154,805$48,939,938 ▲3.4%29,627,4322.5%ETFAMZNAmazon.com$934,738,310$71,047,950 ▲8.2%4,912,3791.6%Retail/WholesaleAGGiShares Core U.S. Aggregate Bond ETF$913,815,668$125,547,504 ▲15.9%9,238,1651.5%FinanceIJHiShares Core S&P Mid-Cap ETF$798,140,263$49,864,975 ▲6.7%13,678,8651.3%ETFVTVVanguard Value ETF$774,221,578$72,970,107 ▲10.4%4,482,7651.3%ETFSPYSPDR S&P 500 ETF Trust$745,086,313$26,710,174 ▲3.7%1,332,5271.2%FinanceJPMJPMorgan Chase & Co.$680,574,030$23,266,918 ▲3.5%2,774,7231.1%FinanceIEFAiShares Core MSCI EAFE ETF$654,517,900$9,575,152 ▼-1.4%8,648,0441.1%ETFVUGVanguard Growth ETF$647,427,504$35,033,955 ▲5.7%1,745,9351.1%ETFGOOGLAlphabet$613,634,756$34,720,236 ▲6.0%3,968,2211.0%Computer and TechnologyAVGOBroadcom$602,336,978$15,884,731 ▲2.7%3,597,1711.0%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$588,811,009$13,734,020 ▲2.4%13,009,0431.0%ETFMETAMeta Platforms$584,702,224$37,321,333 ▲6.8%1,014,4661.0%Computer and TechnologyBRK.BBerkshire Hathaway$574,022,571$13,724,352 ▲2.4%1,077,8751.0%FinanceIUSBiShares Core Total USD Bond Market ETF$526,860,438$79,061,548 ▲17.7%11,434,1470.9%ManufacturingPGProcter & Gamble$490,615,244$29,775,612 ▲6.5%2,879,2220.8%Consumer StaplesLLYEli Lilly and Company$488,426,098$22,899,090 ▲4.9%591,4030.8%MedicalQQQInvesco QQQ$476,087,544$15,364,636 ▲3.3%1,015,2850.8%FinanceVTIVanguard Total Stock Market ETF$448,394,821$11,581,831 ▲2.7%1,631,8140.7%ETFSCHGSchwab U.S. Large-Cap Growth ETF$432,616,634$2,509,857 ▲0.6%17,277,0370.7%ETFVOOVanguard S&P 500 ETF$402,293,628$13,066,747 ▲3.4%782,8360.7%ETFVOVanguard Mid-Cap ETF$400,532,523$38,659,826 ▲10.7%1,548,7500.7%ETFHDHome Depot$373,205,243$17,096,231 ▲4.8%1,018,5510.6%Retail/WholesaleTSLATesla$365,300,491$192,458,368 ▼-34.5%1,409,3950.6%Auto/Tires/TrucksIEMGiShares Core MSCI Emerging Markets ETF$350,136,773$16,788,783 ▲5.0%6,486,0500.6%ETFWMTWalmart$348,385,270$21,092,294 ▲6.4%3,969,0790.6%Retail/WholesaleVBVanguard Small-Cap ETF$348,166,322$35,202,145 ▲11.2%1,570,0850.6%ETFIVWiShares S&P 500 Growth ETF$340,000,865$553,915 ▼-0.2%3,662,6280.6%ETFCOSTCostco Wholesale$337,703,266$908,770 ▲0.3%357,1120.6%Retail/WholesaleIWYiShares Russell Top 200 Growth ETF$334,822,369$18,984,061 ▲6.0%1,587,2970.6%ETFVVisa$324,571,728$14,958,797 ▲4.8%926,3840.5%Business ServicesMAMastercard$316,704,620$1,793,794 ▲0.6%577,8670.5%Business ServicesAMGNAmgen$316,172,050$31,320,353 ▲11.0%1,014,9190.5%MedicalTMUST-Mobile US$299,150,774$7,984,291 ▲2.7%1,121,7370.5%Computer and TechnologyAPOApollo Global Management$290,532,804$241,043,633 ▲487.1%2,121,6060.5%FinanceCVXChevron$281,379,308$846,076 ▼-0.3%1,682,1370.5%EnergyJNJJohnson & Johnson$280,589,127$12,782,300 ▲4.8%1,692,2100.5%MedicalGOOGAlphabet$279,248,721$20,381,201 ▲7.9%1,787,4290.5%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$276,916,452$475,466 ▼-0.2%1,427,4870.5%ETFXOMExxon Mobil$265,669,269$49,332,461 ▲22.8%2,233,9770.4%EnergyNOWServiceNow$260,879,932$14,358,778 ▲5.8%327,6720.4%Computer and TechnologyMRKMerck & Co., Inc.$245,755,815$84,648,823 ▲52.5%2,738,1730.4%MedicalEFAiShares MSCI EAFE ETF$239,257,371$2,131,433 ▼-0.9%2,926,9680.4%FinanceMCDMcDonald's$234,826,014$3,675,123 ▲1.6%752,0570.4%Retail/WholesaleABBVAbbVie$232,643,236$5,790,015 ▲2.6%1,110,4970.4%MedicalSCHDSchwab US Dividend Equity ETF$230,268,886$702,606 ▲0.3%8,235,6590.4%ETFIEFiShares 7-10 Year Treasury Bond ETF$226,081,816$47,875,546 ▲26.9%2,370,5760.4%ETFUNHUnitedHealth Group$225,644,948$39,415,033 ▼-14.9%430,8690.4%MedicalSCHVSchwab U.S. Large-Cap Value ETF$219,204,694$7,888,164 ▲3.7%8,247,5440.4%ETFBRK.ABerkshire Hathaway$218,772,999$190,827,543 ▲682.9%2740.4%FinanceSCHXSchwab US Large-Cap ETF$218,025,928$6,483,609 ▼-2.9%9,874,4400.4%ETFSYKStryker$217,280,906$4,987,211 ▲2.3%584,4160.4%MedicalMUBiShares National Muni Bond ETF$209,541,117$5,849,435 ▲2.9%1,987,5730.3%ETFIVEiShares S&P 500 Value ETF$208,900,806$1,941,108 ▼-0.9%1,096,4260.3%ETFIWFiShares Russell 1000 Growth ETF$203,451,562$6,224,450 ▲3.2%563,4390.3%ETFPNCThe PNC Financial Services Group$199,513,176$23,682,878 ▲13.5%1,135,4610.3%FinanceNEENextEra Energy$198,947,988$6,870,586 ▲3.6%2,806,5490.3%UtilitiesNDAQNasdaq$193,219,411$6,082,377 ▲3.3%2,547,3710.3%FinanceGLWCorning$190,209,935$13,068,521 ▲7.4%4,154,8180.3%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$182,873,946$5,850,940 ▼-3.1%1,748,8380.3%ETFVNQVanguard Real Estate ETF$181,768,088$9,232,370 ▲5.4%2,007,7560.3%ETFTTWOTake-Two Interactive Software$180,698,975$7,844,382 ▲4.5%871,6850.3%Consumer DiscretionaryDGROiShares Core Dividend Growth ETF$178,447,728$10,000,450 ▼-5.3%2,888,4390.3%ETFSCHFSchwab International Equity ETF$176,137,029$469,297 ▼-0.3%8,900,3700.3%ETFABTAbbott Laboratories$170,722,144$1,832,689 ▲1.1%1,287,2010.3%MedicalWMBWilliams Companies$167,775,395$13,807,885 ▲9.0%2,807,4910.3%EnergyTMOThermo Fisher Scientific$167,684,154$7,466,773 ▼-4.3%336,9730.3%MedicalTJXTJX Companies$164,880,739$4,354,419 ▲2.7%1,354,2850.3%Retail/WholesaleSPDWSPDR Portfolio Developed World ex-US ETF$163,711,416$23,549,068 ▼-12.6%4,495,8880.3%ETFIXUSiShares Core MSCI Total International Stock ETF$161,274,256$6,668,007 ▲4.3%2,307,6850.3%ManufacturingORCLOracle$159,606,197$9,595,799 ▲6.4%1,141,5010.3%Computer and TechnologyPGRProgressive$157,943,949$109,105,262 ▲223.4%558,1580.3%FinanceIWBiShares Russell 1000 ETF$156,050,692$860,405 ▲0.6%508,7400.3%ETFVTEBVanguard Tax-Exempt Bond ETF$155,915,031$7,140,081 ▲4.8%3,142,2420.3%ETFUNPUnion Pacific$155,445,624$8,721,926 ▲5.9%658,0920.3%TransportationCRWDCrowdStrike$153,118,364$11,701,547 ▲8.3%434,2360.3%Computer and TechnologySPLGSPDR Portfolio S&P 500 ETF$146,419,088$9,331,933 ▼-6.0%2,226,7410.2%ETFIWRiShares Russell Mid-Cap ETF$144,635,261$5,152,915 ▲3.7%1,700,2290.2%ETFPEPPepsiCo$144,155,978$5,219,041 ▲3.8%961,4650.2%Consumer StaplesLINDE PLC$139,303,042$104,271,496 ▲297.7%299,2040.2%SHSTAT&T$136,777,257$2,343,915 ▲1.7%4,837,2130.2%Computer and TechnologyCSCOCisco Systems$135,334,846$7,548,666 ▲5.9%2,193,2960.2%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$134,266,730$1,729,937 ▼-1.3%1,101,7260.2%ETFPRFInvesco RAFI US 1000 ETF$133,454,629$6,941,116 ▲5.5%3,302,7980.2%ETFWMWaste Management$131,219,862$2,744,064 ▲2.1%566,8050.2%Business ServicesDUKDuke Energy$130,599,850$4,170,959 ▲3.3%1,071,0170.2%UtilitiesNFLXNetflix$129,192,752$11,460,798 ▲9.7%138,5400.2%Consumer DiscretionaryIWMiShares Russell 2000 ETF$127,700,204$13,701,373 ▼-9.7%640,1240.2%FinanceGLDSPDR Gold Shares$127,278,048$49,063,495 ▲62.7%441,8200.2%FinanceTTTrane Technologies$127,214,164$6,186,663 ▲5.1%377,6330.2%ConstructionTXNTexas Instruments$125,480,520$7,545,776 ▲6.4%698,2950.2%Computer and TechnologyBIVVanguard Intermediate-Term Bond ETF$123,620,983$3,294,731 ▲2.7%1,614,4830.2%ETFLULULululemon Athletica$122,663,276$5,564,250 ▲4.8%433,1600.2%Consumer DiscretionaryPSXPhillips 66$122,605,276$5,366,006 ▲4.6%993,0650.2%EnergyVVVanguard Large-Cap ETF$122,249,734$2,379,965 ▲2.0%475,8050.2%ETFFIFiserv$117,076,977$3,139,617 ▲2.8%530,3040.2%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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