$248 Million is the total value of Mariner Wealth Advisors-Madison, LLC's 216 reported holdings in Q3 2013. The portfolio turnover from Q2 2013 to Q3 2013 was 53.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VNQ | Buy | VANGUARD INDEX FDSreit etf | $31,590,000 | -0.8% | 477,626 | +3.1% | 12.72% | -10.1% |
| CGW | Sell | CLAYMORE EXCHANGE TRD FD TRgugg s&p gbl wtr | $21,004,000 | +9.6% | 818,541 | -0.3% | 8.46% | -0.7% |
| IGF | Buy | ISHARESglb infrastr etf | $20,205,000 | +9.3% | 534,951 | +1.9% | 8.14% | -1.0% |
| VSS | Sell | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $17,088,000 | +9.9% | 172,019 | -1.2% | 6.88% | -0.4% |
| EWX | Sell | SPDR INDEX SHS FDSs&p emktsc etf | $14,634,000 | -1.4% | 321,687 | -4.6% | 5.89% | -10.7% |
| EEMV | Buy | ISHARESem mk minvol etf | $10,875,000 | +2.9% | 185,203 | +0.0% | 4.38% | -6.8% |
| WY | Buy | WEYERHAEUSER CO | $10,427,000 | +2.1% | 364,211 | +1.6% | 4.20% | -7.6% |
| HILO | Buy | EGA EMERGING GLOBAL SHS TRlow vol em div | $9,998,000 | -1.5% | 562,325 | +0.5% | 4.03% | -10.8% |
| PCL | Buy | PLUM CREEK TIMBER CO INC | $9,677,000 | +1.0% | 206,647 | +0.7% | 3.90% | -8.5% |
| BKLN | Buy | POWERSHARES ETF TRUST IIsenior ln port | $9,511,000 | +7960.2% | 385,380 | +7953.9% | 3.83% | +7265.4% |
| CROP | Buy | INDEXIQ ETF TRglb agri sm cp | $9,295,000 | +8.6% | 342,586 | +3.1% | 3.74% | -1.6% |
| VEGI | Buy | ISHARESglb agric pr etf | $9,118,000 | +1.4% | 350,145 | +1.5% | 3.67% | -8.2% |
| EWW | New | ISHARESmsci mex cap etf | $8,436,000 | – | 132,045 | +100.0% | 3.40% | – |
| EMB | Sell | ISHARESjp mor em mk etf | $7,990,000 | -5.8% | 73,285 | -5.3% | 3.22% | -14.7% |
| HPY | Buy | HEARTLAND PMT SYS INC | $7,546,000 | +17.1% | 189,973 | +9.8% | 3.04% | +6.0% |
| PRFZ | Buy | POWERSHARES ETF TRUSTftse us1500 sm | $5,740,000 | +16.0% | 64,103 | +5.0% | 2.31% | +5.0% |
| PFIG | Buy | POWERSHARES ETF TR IIfnd inv gr cp | $4,556,000 | +10.9% | 182,613 | +10.3% | 1.83% | +0.4% |
| USMV | Buy | ISHARESusa min vol etf | $4,247,000 | +23.4% | 127,805 | +21.0% | 1.71% | +11.8% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $3,907,000 | +16.4% | 112,850 | +7.5% | 1.57% | +5.4% |
| IYR | Sell | ISHARESu.s. real es etf | $3,443,000 | -7.2% | 53,981 | -3.4% | 1.39% | -16.0% |
| WBC | WABCO HLDGS INC | $1,761,000 | +12.8% | 20,905 | 0.0% | 0.71% | +2.2% | |
| BAB | Buy | POWERSHARES ETF TR IIbuild amer etf | $1,747,000 | +8.6% | 63,994 | +12.0% | 0.70% | -1.7% |
| IAU | ISHARES GOLD TRUSTishares | $1,458,000 | +7.5% | 113,120 | 0.0% | 0.59% | -2.7% | |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $1,285,000 | +200.2% | 11,321 | +196.3% | 0.52% | +172.1% |
| IJR | Sell | ISHAREScore s&p scp etf | $1,076,000 | +6.3% | 10,785 | -3.8% | 0.43% | -3.8% |
| IVV | Sell | ISHAREScore s&p500 etf | $1,045,000 | +2.0% | 6,185 | -2.9% | 0.42% | -7.7% |
| JNJ | Sell | JOHNSON & JOHNSON | $1,019,000 | -9.3% | 11,760 | -10.1% | 0.41% | -17.8% |
| PAGG | Buy | POWERSHARES ETF TRUST IIglobl agri etf | $867,000 | +1.5% | 30,536 | +4.7% | 0.35% | -8.2% |
| SPH | Buy | SUBURBAN PROPANE PARTNERS Lunit ltd partn | $861,000 | +1771.7% | 18,400 | +1740.0% | 0.35% | +1635.0% |
| DSI | Sell | ISHARESmsci kld400 soc | $821,000 | +1.7% | 13,035 | -2.6% | 0.33% | -7.8% |
| PM | New | PHILIP MORRIS INTL INC | $803,000 | – | 9,270 | +100.0% | 0.32% | – |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $722,000 | +11.9% | 11,915 | +4.1% | 0.29% | +1.4% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $720,000 | +10.6% | 14,230 | +4.0% | 0.29% | +0.3% |
| XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $686,000 | +13.6% | 14,775 | +4.4% | 0.28% | +2.6% |
| XLF | Buy | SELECT SECTOR SPDR TRsbi int-finl | $683,000 | +6.6% | 34,305 | +4.1% | 0.28% | -3.5% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $681,000 | +17.4% | 8,434 | +7.5% | 0.27% | +6.2% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $654,000 | +3.5% | 17,500 | +4.2% | 0.26% | -6.4% |
| IYZ | Buy | ISHARES | $647,000 | +11.4% | 23,450 | +4.4% | 0.26% | +1.2% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $642,000 | +4.7% | 16,135 | +4.3% | 0.26% | -5.1% |
| XLB | Buy | SELECT SECTOR SPDR TRsbi materials | $641,000 | +14.7% | 15,265 | +4.7% | 0.26% | +3.6% |
| PFE | Buy | PFIZER INC | $627,000 | +3.8% | 21,815 | +1.1% | 0.25% | -6.3% |
| ACXM | ACXIOM CORP | $623,000 | +25.1% | 21,958 | 0.0% | 0.25% | +13.6% | |
| XLE | Buy | SELECT SECTOR SPDR TRsbi int-energy | $612,000 | +10.9% | 7,385 | +4.7% | 0.25% | +0.4% |
| VLY | VALLEY NATL BANCORP | $579,000 | +5.1% | 58,204 | 0.0% | 0.23% | -4.9% | |
| ALR | ALERE INC | $504,000 | +24.8% | 16,500 | 0.0% | 0.20% | +12.8% | |
| CUT | Buy | CLAYMORE EXCHANGE TRD FD TRgugg timber etf | $407,000 | +43.3% | 16,700 | +27.4% | 0.16% | +30.2% |
| MO | Buy | ALTRIA GROUP INC | $352,000 | +905.7% | 10,270 | +927.0% | 0.14% | +787.5% |
| TRCB | New | TWO RIV BANCORP | $322,000 | – | 44,445 | +100.0% | 0.13% | – |
| CB | CHUBB CORP | $314,000 | +5.4% | 3,517 | 0.0% | 0.13% | -5.3% | |
| SPG | Sell | SIMON PPTY GROUP INC NEW | $275,000 | -6.5% | 1,858 | -0.1% | 0.11% | -15.3% |
| IR | INGERSOLL-RAND PLC | $272,000 | +17.2% | 4,184 | 0.0% | 0.11% | +6.8% | |
| XOM | Sell | EXXON MOBIL CORP | $229,000 | -21.3% | 2,661 | -17.4% | 0.09% | -28.7% |
| GWX | SPDR INDEX SHS FDSs&p intl smlcp | $223,000 | +13.8% | 6,810 | 0.0% | 0.09% | +3.4% | |
| SPHD | POWERSHARES ETF TR IIpwrsh s&p500hi | $191,000 | -0.5% | 7,000 | 0.0% | 0.08% | -9.4% | |
| MRK | Buy | MERCK & CO INC NEW | $189,000 | +36.0% | 3,974 | +32.3% | 0.08% | +22.6% |
| ACWI | New | ISHARESmsci acwi etf | $161,000 | – | 2,974 | +100.0% | 0.06% | – |
| ESRX | Buy | EXPRESS SCRIPTS HLDG CO | $148,000 | +15.6% | 2,392 | +15.7% | 0.06% | +5.3% |
| TWX | Sell | TIME WARNER INC | $149,000 | +8.8% | 2,266 | -4.2% | 0.06% | -1.6% |
| LQD | Sell | ISHARESiboxx inv cp etf | $149,000 | -6.9% | 1,310 | -7.1% | 0.06% | -15.5% |
| MOO | MARKET VECTORS ETF TRagribus etf | $147,000 | 0.0% | 2,860 | 0.0% | 0.06% | -9.2% | |
| TIP | Sell | ISHAREStips bd etf | $142,000 | -28.3% | 1,265 | -28.5% | 0.06% | -35.2% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $123,000 | +136.5% | 2,633 | +154.9% | 0.05% | +117.4% |
| CVX | Buy | CHEVRON CORP NEW | $124,000 | +5.1% | 1,021 | +2.1% | 0.05% | -3.8% |
| MUB | Sell | ISHARESnat amt free bd | $113,000 | -76.5% | 1,081 | -76.4% | 0.04% | -79.0% |
| ILF | Sell | ISHARESlatn amer 40 etf | $98,000 | -98.9% | 2,550 | -98.9% | 0.04% | -99.0% |
| GE | Buy | GENERAL ELECTRIC CO | $91,000 | +1720.0% | 3,807 | +1739.1% | 0.04% | +1750.0% |
| BGH | New | BABSON CAP GLB SHT DURHGH YL | $91,000 | – | 4,000 | +100.0% | 0.04% | – |
| PFM | Buy | POWERSHARES ETF TRUSTdiv achv prtf | $93,000 | +57.6% | 5,025 | +52.5% | 0.04% | +42.3% |
| RSP | New | RYDEX ETF TRUSTgug s&p500 eq wt | $88,000 | – | 1,345 | +100.0% | 0.04% | – |
| LMT | New | LOCKHEED MARTIN CORP | $86,000 | – | 675 | +100.0% | 0.04% | – |
| IWB | Sell | ISHARESrus 1000 etf | $81,000 | -49.4% | 855 | -52.0% | 0.03% | -53.5% |
| COP | New | CONOCOPHILLIPS | $83,000 | – | 1,200 | +100.0% | 0.03% | – |
| HYG | New | ISHARESiboxx hi yd etf | $79,000 | – | 860 | +100.0% | 0.03% | – |
| INTC | Buy | INTEL CORP | $80,000 | +471.4% | 3,500 | +488.2% | 0.03% | +433.3% |
| PG | PROCTER & GAMBLE CO | $77,000 | -1.3% | 1,015 | 0.0% | 0.03% | -11.4% | |
| SO | New | SOUTHERN CO | $74,000 | – | 1,800 | +100.0% | 0.03% | – |
| PBCT | New | PEOPLES UNITED FINANCIAL INC | $75,000 | – | 5,200 | +100.0% | 0.03% | – |
| FBSS | FAUQUIER BANKSHARES INC VA | $73,000 | +5.8% | 5,700 | 0.0% | 0.03% | -6.5% | |
| PLD | Sell | PROLOGIS INC | $66,000 | -25.8% | 1,760 | -25.5% | 0.03% | -32.5% |
| DVN | DEVON ENERGY CORP NEW | $65,000 | +12.1% | 1,121 | 0.0% | 0.03% | 0.0% | |
| KO | New | COCA COLA CO | $64,000 | – | 1,685 | +100.0% | 0.03% | – |
| UNP | New | UNION PAC CORP | $62,000 | – | 400 | +100.0% | 0.02% | – |
| EPD | ENTERPRISE PRODS PARTNERS L | $61,000 | -1.6% | 1,000 | 0.0% | 0.02% | -10.7% | |
| EELV | POWERSHARES ETF TR IIem mrk low vol | $59,000 | +1.7% | 2,155 | 0.0% | 0.02% | -7.7% | |
| MON | Buy | MONSANTO CO NEW | $58,000 | +52.6% | 556 | +46.3% | 0.02% | +35.3% |
| RWR | SPDR SERIES TRUSTdj reit etf | $57,000 | -3.4% | 780 | 0.0% | 0.02% | -11.5% | |
| HON | Buy | HONEYWELL INTL INC | $56,000 | +9.8% | 678 | +5.3% | 0.02% | 0.0% |
| MDLZ | New | MONDELEZ INTL INCcl a | $57,000 | – | 1,800 | +100.0% | 0.02% | – |
| GDX | MARKET VECTORS ETF TRgold miner etf | $56,000 | +1.8% | 2,255 | 0.0% | 0.02% | -4.2% | |
| TWC | TIME WARNER CABLE INC | $58,000 | 0.0% | 516 | 0.0% | 0.02% | -11.5% | |
| CHK | CHESAPEAKE ENERGY CORP | $52,000 | +26.8% | 2,000 | 0.0% | 0.02% | +16.7% | |
| PDS | PRECISION DRILLING CORP | $53,000 | +15.2% | 5,337 | 0.0% | 0.02% | +5.0% | |
| DTYS | BARCLAYS BK PLC10 yr treas bear | $49,000 | -5.8% | 1,655 | 0.0% | 0.02% | -13.0% | |
| D | DOMINION RES INC VA NEW | $46,000 | +9.5% | 732 | 0.0% | 0.02% | 0.0% | |
| ATAX | New | AMERICA FIRST TAX EX IVS L Pben unit ctf | $48,000 | – | 7,000 | +100.0% | 0.02% | – |
| BMY | BRISTOL MYERS SQUIBB CO | $46,000 | +2.2% | 1,000 | 0.0% | 0.02% | -5.0% | |
| IBMF | New | ISHARES17 amt-free etf | $39,000 | – | 715 | +100.0% | 0.02% | – |
| AAXJ | New | ISHARESmsci ac asia etf | $39,000 | – | 662 | +100.0% | 0.02% | – |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $39,000 | +85.7% | 208 | +92.6% | 0.02% | +77.8% |
| O | REALTY INCOME CORP | $40,000 | -4.8% | 1,000 | 0.0% | 0.02% | -15.8% | |
| IBMG | New | ISHARES18 amt-free etf | $39,000 | – | 1,550 | +100.0% | 0.02% | – |
| GG | GOLDCORP INC NEW | $38,000 | +5.6% | 1,450 | 0.0% | 0.02% | -6.2% | |
| MKC | MCCORMICK & CO INC | $36,000 | -7.7% | 550 | 0.0% | 0.01% | -17.6% | |
| MSFT | Buy | MICROSOFT CORP | $36,000 | +2.9% | 1,088 | +8.6% | 0.01% | -12.5% |
| SUB | Sell | ISHARESsht ntlamtfr etf | $33,000 | -78.8% | 309 | -79.1% | 0.01% | -81.2% |
| DEM | New | WISDOMTREE TRemerg mkts etf | $33,000 | – | 629 | +100.0% | 0.01% | – |
| WR | WESTAR ENERGY INC | $31,000 | -3.1% | 1,000 | 0.0% | 0.01% | -14.3% | |
| VWO | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $29,000 | +3.6% | 730 | 0.0% | 0.01% | 0.0% | |
| T | Buy | AT&T INC | $29,000 | +38.1% | 859 | +43.2% | 0.01% | +33.3% |
| EEM | New | ISHARESmsci emg mkt etf | $31,000 | – | 750 | +100.0% | 0.01% | – |
| KRFT | New | KRAFT FOODS GROUP INC | $31,000 | – | 600 | +100.0% | 0.01% | – |
| VYM | New | VANGUARD WHITEHALL FDS INChigh div yld | $28,000 | – | 480 | +100.0% | 0.01% | – |
| LLY | LILLY ELI & CO | $25,000 | 0.0% | 500 | 0.0% | 0.01% | -9.1% | |
| STWD | New | STARWOOD PPTY TR INC | $24,000 | – | 1,000 | +100.0% | 0.01% | – |
| PMF | PIMCO MUNICIPAL INCOME FD | $25,000 | -3.8% | 2,000 | 0.0% | 0.01% | -16.7% | |
| TDIV | FIRST TR EXCHANGE TRADED FDnasd tech div | $25,000 | +4.2% | 1,100 | 0.0% | 0.01% | -9.1% | |
| GLD | SPDR GOLD TRUST | $25,000 | +8.7% | 190 | 0.0% | 0.01% | 0.0% | |
| COST | COSTCO WHSL CORP NEW | $23,000 | +4.5% | 200 | 0.0% | 0.01% | -10.0% | |
| NRF | New | NORTHSTAR RLTY FIN CORP | $19,000 | – | 2,000 | +100.0% | 0.01% | – |
| CVY | New | CLAYMORE EXCHANGE TRD FD TRgug multi asset | $19,000 | – | 787 | +100.0% | 0.01% | – |
| IYF | New | ISHARESu.s. finls etf | $18,000 | – | 244 | +100.0% | 0.01% | – |
| IYC | New | ISHARESu.s. cnsm sv etf | $14,000 | – | 124 | +100.0% | 0.01% | – |
| BIDU | New | BAIDU INCspon adr rep a | $16,000 | – | 100 | +100.0% | 0.01% | – |
| IGIB | New | ISHARESinterm cr bd etf | $14,000 | – | 126 | +100.0% | 0.01% | – |
| IYE | New | ISHARESu.s. energy etf | $14,000 | – | 285 | +100.0% | 0.01% | – |
| QCOM | QUALCOMM INC | $15,000 | +7.1% | 225 | 0.0% | 0.01% | 0.0% | |
| IYH | New | ISHARESus hlthcare etf | $14,000 | – | 125 | +100.0% | 0.01% | – |
| IYJ | New | ISHARESu.s. inds etf | $14,000 | – | 152 | +100.0% | 0.01% | – |
| ORCL | ORACLE CORP | $15,000 | +7.1% | 450 | 0.0% | 0.01% | 0.0% | |
| GIS | GENERAL MLS INC | $15,000 | -6.2% | 325 | 0.0% | 0.01% | -14.3% | |
| PDII | PDI INC | $14,000 | 0.0% | 2,960 | 0.0% | 0.01% | 0.0% | |
| AMT | AMERICAN TOWER CORP NEW | $14,000 | 0.0% | 190 | 0.0% | 0.01% | 0.0% | |
| PBR | New | PETROLEO BRASILEIRO SA PETROsponsored adr | $15,000 | – | 1,000 | +100.0% | 0.01% | – |
| IYK | New | ISHARESu.s. cnsm gd etf | $13,000 | – | 148 | +100.0% | 0.01% | – |
| VCIT | VANGUARD SCOTTSDALE FDSint-term corp | $11,000 | 0.0% | 130 | 0.0% | 0.00% | -20.0% | |
| ACCO | ACCO BRANDS CORP | $10,000 | 0.0% | 1,508 | 0.0% | 0.00% | 0.0% | |
| BND | VANGUARD BD INDEX FD INCtotal bnd mrkt | $11,000 | 0.0% | 130 | 0.0% | 0.00% | -20.0% | |
| IGSB | New | ISHARES1-3 yr cr bd etf | $11,000 | – | 100 | +100.0% | 0.00% | – |
| CMCSA | New | COMCAST CORP NEWcl a | $11,000 | – | 242 | +100.0% | 0.00% | – |
| DVY | New | ISHARESselect divid etf | $10,000 | – | 155 | +100.0% | 0.00% | – |
| EWZ | ISHARESmsci brz cap etf | $7,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
| WBMD | New | WEBMD HEALTH CORP | $6,000 | – | 226 | +100.0% | 0.00% | – |
| OPTR | OPTIMER PHARMACEUTICALS INC | $4,000 | -20.0% | 325 | 0.0% | 0.00% | 0.0% | |
| DNKN | DUNKIN BRANDS GROUP INC | $5,000 | +25.0% | 100 | 0.0% | 0.00% | 0.0% | |
| VOX | New | VANGUARD WORLD FDS | $6,000 | – | 73 | +100.0% | 0.00% | – |
| IDU | New | ISHARESu.s. utilits etf | $6,000 | – | 61 | +100.0% | 0.00% | – |
| CYTX | CYTORI THERAPEUTICS INC | $5,000 | 0.0% | 2,000 | 0.0% | 0.00% | 0.0% | |
| IYM | New | ISHARESu.s. bas mtl etf | $6,000 | – | 84 | +100.0% | 0.00% | – |
| GSK | GLAXOSMITHKLINE PLCsponsored adr | $6,000 | 0.0% | 113 | 0.0% | 0.00% | -33.3% | |
| ADP | New | AUTOMATIC DATA PROCESSING IN | $3,000 | – | 39 | +100.0% | 0.00% | – |
| MCD | New | MCDONALDS CORP | $2,000 | – | 25 | +100.0% | 0.00% | – |
| GMWSA | New | GENERAL MTRS CO*w exp 07/10/201 | $2,000 | – | 65 | +100.0% | 0.00% | – |
| GM | New | GENERAL MTRS CO | $3,000 | – | 71 | +100.0% | 0.00% | – |
| EMR | New | EMERSON ELEC CO | $3,000 | – | 42 | +100.0% | 0.00% | – |
| SYK | STRYKER CORP | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% | |
| SYY | New | SYSCO CORP | $3,000 | – | 100 | +100.0% | 0.00% | – |
| MMM | New | 3M CO | $3,000 | – | 24 | +100.0% | 0.00% | – |
| AIG | AMERICAN INTL GROUP INC | $2,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% | |
| ABT | New | ABBOTT LABS | $2,000 | – | 69 | +100.0% | 0.00% | – |
| WMT | New | WAL-MART STORES INC | $3,000 | – | 34 | +100.0% | 0.00% | – |
| ZTS | ZOETIS INCcl a | $2,000 | 0.0% | 58 | 0.0% | 0.00% | 0.0% | |
| GMWSB | New | GENERAL MTRS CO*w exp 07/10/201 | $1,000 | – | 64 | +100.0% | 0.00% | – |
| MSI | MOTOROLA SOLUTIONS INC | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
| UTX | UNITED TECHNOLOGIES CORP | $0 | – | 1 | 0.0% | 0.00% | – | |
| TGT | TARGET CORP | $0 | – | 1 | 0.0% | 0.00% | – | |
| HQH | H & Q HEALTHCARE INVESTORSsh ben int | $1,000 | – | 21 | 0.0% | 0.00% | – | |
| AIGWS | AMERICAN INTL GROUP INC*w exp 01/19/202 | $0 | – | 24 | 0.0% | 0.00% | – | |
| SLV | ISHARES SILVER TRUSTishares | $0 | – | 15 | 0.0% | 0.00% | – | |
| JPM | JPMORGAN CHASE & CO | $0 | – | 5 | 0.0% | 0.00% | – | |
| LSI | LSI CORPORATION | $0 | – | 12 | 0.0% | 0.00% | – | |
| NKE | NIKE INCcl b | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| AOL | AOL INC | $0 | – | 6 | 0.0% | 0.00% | – | |
| FB | Exit | FACEBOOK INCcl a | $0 | – | -125 | -100.0% | -0.00% | – |
| FLY | Exit | FLY LEASING LTDsponsored adr | $0 | – | -980 | -100.0% | -0.01% | – |
| BIV | Exit | VANGUARD BD INDEX FD INCintermed term | $0 | – | -1,320 | -100.0% | -0.05% | – |
| MDXG | Exit | MIMEDX GROUP INC | $0 | – | -32,000 | -100.0% | -0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-11-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 3 | Q3 2013 | 14.2% |
| CLAYMORE EXCHANGE TRD FD TR | 3 | Q3 2013 | 8.7% |
| ISHARES TR | 3 | Q3 2013 | 8.5% |
| VANGUARD INTL EQUITY INDEX F | 3 | Q3 2013 | 7.2% |
| SPDR INDEX SHS FDS | 3 | Q3 2013 | 7.1% |
| ISHARES INC | 3 | Q3 2013 | 4.7% |
| WEYERHAEUSER CO | 3 | Q3 2013 | 5.0% |
| EGA EMERGING GLOBAL SHS TR | 3 | Q3 2013 | 4.7% |
| PLUM CREEK TIMBER CO INC | 3 | Q3 2013 | 4.7% |
| ISHARES INC | 3 | Q3 2013 | 4.2% |
View Mariner Wealth Advisors-Madison, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-NT | 2018-05-15 |
| 13F-NT | 2018-02-09 |
| 13F-NT | 2017-11-14 |
| 13F-NT | 2017-08-11 |
| 13F-NT | 2017-05-15 |
| 13F-NT | 2017-02-14 |
| 13F-NT | 2016-11-14 |
| 13F-NT | 2016-08-12 |
| 13F-NT | 2016-05-13 |
| 13F-NT | 2016-02-16 |
View Mariner Wealth Advisors-Madison, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.