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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 $60,100,740,524
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 14,436,742 $3,206,499,645 5.34%
2.
Ishares Trust
 IEF 4,772,190 $2,681,452,055 4.46%
3.
Nvidia Corp
 NVDA 18,947,765 $2,053,727,023 3.42%
4.
Microsoft Corp
 MSFT 4,318,000 $1,621,057,609 2.7%
5.
Vanguard Tax-Managed Fds
 29,627,432 $1,506,154,805 2.51%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)