$1.39 Billion is the total value of MARINER INDEPENDENT ADVISOR NETWORK, LLC's 368 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 18.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMZN | Buy | AMAZON COM INC | $40,417,000 | +21.7% | 21,814 | +14.0% | 2.91% | +15.4% |
| FLQL | Buy | FRANKLIN TEMPLETON ETF TRlibertyq us eqt | $36,637,000 | +21.5% | 1,046,436 | +13.7% | 2.64% | +15.2% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $36,533,000 | +12.1% | 112,441 | +2.4% | 2.63% | +6.3% |
| RODM | Buy | LATTICE STRATEGIES TRhartford mlt etf | $35,712,000 | +8.6% | 1,215,064 | +2.4% | 2.57% | +3.0% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $35,134,000 | +82.4% | 766,056 | +14.4% | 2.53% | +73.0% |
| GEM | Buy | GOLDMAN SACHS ETF TRactivebeta eme | $31,393,000 | +11.3% | 911,267 | +0.9% | 2.26% | +5.6% |
| GSLC | Buy | GOLDMAN SACHS ETF TRequity etf | $28,520,000 | +15.9% | 441,003 | +6.1% | 2.06% | +9.9% |
| TSLA | Buy | TESLA INC | $17,423,000 | +319.1% | 41,638 | +145.0% | 1.26% | +297.2% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $16,689,000 | +16.9% | 94,561 | +5.0% | 1.20% | +10.9% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $15,538,000 | +22.1% | 94,784 | +11.5% | 1.12% | +15.8% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $15,334,000 | +13.2% | 127,927 | +3.9% | 1.10% | +7.3% |
| VIG | Buy | VANGUARD GROUPdiv app etf | $15,208,000 | +12.4% | 121,772 | +6.7% | 1.10% | +6.6% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $14,925,000 | +10.6% | 109,280 | +2.6% | 1.08% | +4.9% |
| JPUS | Buy | JP MORGAN EXCHANGE TRADED FDjpmorgan diver | $12,039,000 | +11.9% | 151,126 | +5.3% | 0.87% | +6.1% |
| ACWV | Buy | ISHARES INCmin vol gbl etf | $11,057,000 | +9.6% | 115,379 | +7.6% | 0.80% | +3.9% |
| XMLV | Buy | INVESCO EXCHNG TRADED FD TRs&p midcp low | $9,641,000 | +11.1% | 179,176 | +7.4% | 0.70% | +5.5% |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $9,491,000 | +27.4% | 69,979 | +34.6% | 0.68% | +20.8% |
| DGRW | Buy | WISDOMTREE TRus qtly div grt | $9,469,000 | +28.9% | 195,369 | +18.4% | 0.68% | +22.2% |
| MA | Buy | MASTERCARD INCcl a | $8,863,000 | +25.1% | 29,526 | +13.0% | 0.64% | +18.8% |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $8,827,000 | +57.1% | 104,297 | +57.4% | 0.64% | +48.9% |
| JNJ | Buy | JOHNSON & JOHNSON | $8,640,000 | +16.5% | 59,225 | +3.7% | 0.62% | +10.5% |
| DIS | Buy | DISNEY WALT CO | $8,296,000 | +13.6% | 57,176 | +1.6% | 0.60% | +7.7% |
| CVX | Buy | CHEVRON CORP NEW | $8,245,000 | +12.0% | 68,376 | +8.0% | 0.59% | +6.3% |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $8,204,000 | +10.3% | 48,055 | +1.2% | 0.59% | +4.6% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $8,102,000 | +20.2% | 33,062 | +4.8% | 0.58% | +14.1% |
| VYM | Buy | VANGUARD WHITEHALL FDS INChigh div yld | $7,613,000 | +18.4% | 81,222 | +10.6% | 0.55% | +12.3% |
| T | Buy | AT&T INC | $7,462,000 | +16.2% | 191,168 | +11.7% | 0.54% | +10.2% |
| EFAV | Buy | ISHARES TRmin vol eafe etf | $7,129,000 | +2.9% | 95,635 | +0.6% | 0.51% | -2.5% |
| VOO | Buy | VANGUARD INDEX FDS | $7,068,000 | +21.5% | 23,873 | +10.7% | 0.51% | +15.2% |
| ROKU | New | ROKU INC | $7,007,000 | – | 52,310 | +100.0% | 0.50% | – |
| FVD | Buy | FIRST TR VALUE LINE DIVID IN | $6,845,000 | +29.0% | 189,997 | +23.2% | 0.49% | +22.3% |
| BA | Buy | BOEING CO | $6,105,000 | -5.9% | 18,629 | +8.2% | 0.44% | -10.8% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $5,754,000 | +3.8% | 71,007 | +3.7% | 0.42% | -1.4% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $5,696,000 | +10.6% | 34,381 | +1.1% | 0.41% | +4.9% |
| SDY | Buy | SPDR SERIES TRUSTs&p divid etf | $5,688,000 | +7.7% | 52,873 | +1.2% | 0.41% | +2.2% |
| VXF | Buy | VANGUARD INDEX FDSextend mkt etf | $5,554,000 | +14.8% | 44,082 | +4.3% | 0.40% | +9.0% |
| IEFA | Buy | ISHARES TRcore msci eafe | $5,477,000 | +12.1% | 83,656 | +4.0% | 0.40% | +6.5% |
| CMF | Buy | ISHARES TRcalif mun bd etf | $5,172,000 | +7.6% | 84,460 | +7.5% | 0.37% | +2.2% |
| GOVT | Buy | ISHARES TRus treas bd etf | $5,129,000 | +24.6% | 197,481 | +26.3% | 0.37% | +18.2% |
| SPYG | Buy | SPDR SERIES TRUSTprtflo s&p500 gw | $5,091,000 | +15.4% | 121,437 | +5.8% | 0.37% | +9.6% |
| IGM | Buy | ISHARES TRexpnd tec sc etf | $5,046,000 | +15.8% | 20,838 | +2.9% | 0.36% | +10.0% |
| GLD | Buy | SPDR GOLD TRUST | $5,032,000 | +46.4% | 35,202 | +43.0% | 0.36% | +39.1% |
| FTCS | Buy | FIRST TR EXCHANGE TRADED FDcap strength etf | $4,944,000 | +18.3% | 81,905 | +9.8% | 0.36% | +12.3% |
| VDC | Buy | VANGUARD WORLD FDSconsum stp etf | $4,694,000 | +4.6% | 29,221 | +1.7% | 0.34% | -0.9% |
| XOM | Buy | EXXON MOBIL CORP | $4,216,000 | +8.5% | 60,167 | +7.5% | 0.30% | +3.1% |
| CSCO | Buy | CISCO SYS INC | $4,105,000 | +7.7% | 85,477 | +7.6% | 0.30% | +2.1% |
| SPLV | Buy | INVESCO EXCHNG TRADED FD TRs&p500 low vol | $4,027,000 | +3.4% | 69,083 | +1.9% | 0.29% | -2.0% |
| FSK | Buy | FS KKR CAPITAL CORP | $3,996,000 | +8.3% | 650,220 | +1.6% | 0.29% | +2.9% |
| KO | Buy | COCA COLA CO | $3,952,000 | +7.9% | 71,507 | +6.6% | 0.28% | +2.5% |
| IEI | Buy | ISHARES TR3 7 yr treas bd | $3,959,000 | +2.7% | 31,483 | +3.6% | 0.28% | -2.7% |
| SLQD | Buy | ISHARES TR0-5yr invt gr cp | $3,919,000 | +17.3% | 76,783 | +17.4% | 0.28% | +11.0% |
| ETV | Buy | EATON VANCE TX MNG BY WRT OP | $3,741,000 | +4.1% | 250,264 | +1.3% | 0.27% | -1.1% |
| IEMG | Buy | ISHARES INCcore msci emkt | $3,716,000 | +21.5% | 68,622 | +9.6% | 0.27% | +15.5% |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $3,623,000 | +111.9% | 28,882 | +102.2% | 0.26% | +100.8% |
| MCD | Buy | MCDONALDS CORP | $3,578,000 | +2.2% | 18,064 | +8.3% | 0.26% | -3.0% |
| WFC | Buy | WELLS FARGO CO NEW | $3,312,000 | +19.5% | 61,595 | +10.2% | 0.24% | +13.3% |
| JPST | New | JP MORGAN EXCHANGE TRADED FDultra shrt inc | $3,273,000 | – | 64,909 | +100.0% | 0.24% | – |
| BSJK | Buy | INVESCO EXCH TRD SLF IDX FD | $3,259,000 | +5.1% | 136,203 | +5.1% | 0.24% | -0.4% |
| WMT | Buy | WALMART INC | $3,254,000 | +8.3% | 27,380 | +7.5% | 0.23% | +2.6% |
| PWZ | Buy | INVESCO EXCHNG TRADED FD TRcalif amt mun | $3,190,000 | +3.6% | 116,678 | +3.7% | 0.23% | -1.7% |
| BSJL | Buy | INVESCO EXCH TRD SLF IDX FD | $3,040,000 | +29.9% | 123,214 | +29.5% | 0.22% | +23.0% |
| NUSC | Buy | NUSHARES ETF TRnuveen esg smlcp | $3,042,000 | +53.5% | 97,634 | +41.8% | 0.22% | +45.0% |
| HD | Buy | HOME DEPOT INC | $3,034,000 | +8.4% | 13,886 | +14.7% | 0.22% | +2.8% |
| SBUX | Buy | STARBUCKS CORP | $2,908,000 | +8.1% | 33,018 | +6.4% | 0.21% | +2.9% |
| IYW | Buy | ISHARES TRu.s. tech etf | $2,883,000 | +19.8% | 12,333 | +3.9% | 0.21% | +13.7% |
| SHYG | Buy | ISHARES TR0-5yr hi yl cp | $2,878,000 | +3.1% | 61,987 | +2.7% | 0.21% | -2.4% |
| QQEW | Buy | FIRST TR NAS100 EQ WEIGHTED | $2,829,000 | +26.9% | 37,950 | +12.7% | 0.20% | +20.7% |
| VOX | Buy | VANGUARD WORLD FDS | $2,829,000 | +9.5% | 30,122 | +0.2% | 0.20% | +4.1% |
| PYPL | Buy | PAYPAL HLDGS INC | $2,786,000 | +10.0% | 25,532 | +3.9% | 0.20% | +4.7% |
| MBB | Buy | ISHARES TRmbs etf | $2,774,000 | +13.8% | 25,654 | +13.9% | 0.20% | +8.1% |
| BAC | Buy | BANK AMER CORP | $2,708,000 | +24.2% | 76,654 | +0.9% | 0.20% | +17.5% |
| SO | Buy | SOUTHERN CO | $2,599,000 | +3.0% | 40,830 | +0.1% | 0.19% | -2.6% |
| FTSM | Buy | FIRST TR EXCHANGE TRADED FDfirst tr enh new | $2,517,000 | +9.2% | 41,891 | +9.2% | 0.18% | +3.4% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $2,488,000 | +25.2% | 32,344 | +14.3% | 0.18% | +18.5% |
| IWB | Buy | ISHARES TRrus 1000 etf | $2,466,000 | +21.6% | 13,817 | +11.0% | 0.18% | +15.6% |
| CAT | Buy | CATERPILLAR INC DEL | $2,341,000 | +20.4% | 15,798 | +0.1% | 0.17% | +14.2% |
| BSJM | Buy | INVESCO EXCH TRD SLF IDX FD | $2,331,000 | +10.3% | 95,327 | +10.0% | 0.17% | +4.3% |
| IAU | Buy | ISHARES GOLD TRUSTishares | $2,315,000 | +268.6% | 159,578 | +259.4% | 0.17% | +247.9% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $2,313,000 | +16.9% | 12,972 | +8.7% | 0.17% | +11.3% |
| VPU | Buy | VANGUARD WORLD FDSutilities etf | $2,281,000 | +7.8% | 15,966 | +8.1% | 0.16% | +1.9% |
| VEA | Buy | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $2,278,000 | +16.3% | 51,681 | +7.6% | 0.16% | +10.1% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $2,245,000 | +3.1% | 19,179 | +2.3% | 0.16% | -1.8% |
| VFH | Buy | VANGUARD WORLD FDSfinancials etf | $2,200,000 | +11.9% | 28,844 | +0.5% | 0.16% | +6.7% |
| BSCK | Buy | INVESCO EXCH TRD SLF IDX FD | $2,201,000 | +0.1% | 103,363 | +0.1% | 0.16% | -4.8% |
| VCR | Buy | VANGUARD WORLD FDSconsum dis etf | $2,208,000 | +13.1% | 11,644 | +6.6% | 0.16% | +7.4% |
| FNX | Buy | FIRST TR MID CAP CORE ALPHAD | $2,193,000 | +12.7% | 30,248 | +3.2% | 0.16% | +6.8% |
| USIG | Buy | ISHARES TRusd inv grde etf | $2,195,000 | +6.8% | 37,648 | +6.5% | 0.16% | +1.3% |
| FXH | New | FIRST TR EXCHANGE TRADED FDhlth care alph | $2,169,000 | – | 25,760 | +100.0% | 0.16% | – |
| VIS | Buy | VANGUARD WORLD FDSindustrial etf | $2,164,000 | +12.9% | 14,049 | +4.6% | 0.16% | +6.8% |
| QUAL | New | ISHARES TRusa quality fctr | $2,144,000 | – | 21,162 | +100.0% | 0.15% | – |
| PEP | Buy | PEPSICO INC | $2,133,000 | +2.2% | 15,638 | +2.9% | 0.15% | -3.1% |
| PFF | Buy | ISHARES TRpfd and incm sec | $2,116,000 | +10.1% | 56,201 | +9.3% | 0.15% | +4.1% |
| LMBS | Buy | FIRST TR EXCHANGE TRADED FDfst low oppt eft | $2,104,000 | +1.7% | 40,616 | +2.1% | 0.15% | -3.2% |
| IGIB | Buy | ISHARES TRintrm tr crp etf | $2,090,000 | +6.9% | 35,979 | +6.6% | 0.15% | +1.3% |
| WORK | New | SLACK TECHNOLOGIES INC | $2,093,000 | – | 93,098 | +100.0% | 0.15% | – |
| MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $2,092,000 | +9.2% | 20,596 | +9.2% | 0.15% | +4.1% |
| FIW | Buy | FIRST TR EXCHANGE TRADED FDwtr etf | $2,082,000 | +16.6% | 34,724 | +7.0% | 0.15% | +10.3% |
| ABBV | Buy | ABBVIE INC | $2,062,000 | +39.1% | 23,253 | +15.4% | 0.15% | +31.9% |
| ISTB | Buy | ISHARES TRcore 1 5 yr usd | $2,058,000 | +7.2% | 40,830 | +7.3% | 0.15% | +1.4% |
| CAPL | Buy | CROSSAMERICA PARTNERS LPut ltd ptn int | $2,020,000 | +20.2% | 111,885 | +14.6% | 0.15% | +14.1% |
| DUK | Buy | DUKE ENERGY CORP NEW | $1,988,000 | -2.5% | 21,801 | +2.8% | 0.14% | -7.7% |
| BSCL | Buy | INVESCO EXCH TRD SLF IDX FD | $1,964,000 | +22.0% | 92,462 | +22.1% | 0.14% | +16.4% |
| D | Buy | DOMINION ENERGY INC | $1,919,000 | +2.5% | 23,202 | +0.6% | 0.14% | -2.8% |
| SKYY | Buy | FIRST TR EXCHANGE TRADED FD | $1,872,000 | +8.4% | 31,045 | +0.5% | 0.14% | +3.1% |
| DTD | Buy | WISDOMTREE TRus total dividnd | $1,877,000 | +12.8% | 17,784 | +4.5% | 0.14% | +7.1% |
| GSIE | Buy | GOLDMAN SACHS ETF TRactivebeta int | $1,874,000 | +13.6% | 61,935 | +5.4% | 0.14% | +8.0% |
| PM | Buy | PHILIP MORRIS INTL INC | $1,870,000 | +9.9% | 21,969 | +0.1% | 0.14% | +4.7% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $1,861,000 | +20.1% | 21,086 | +18.5% | 0.13% | +13.6% |
| MXDU | Buy | ETF SER SOLUTIONSnationwide max | $1,857,000 | +57.1% | 60,038 | +48.1% | 0.13% | +48.9% |
| NKE | Buy | NIKE INCcl b | $1,848,000 | +37.1% | 18,224 | +24.9% | 0.13% | +30.4% |
| ENB | Buy | ENBRIDGE INC | $1,787,000 | +14.3% | 44,933 | +1.0% | 0.13% | +8.4% |
| QTEC | Buy | FIRST TR NASDAQ100 TECH INDE | $1,795,000 | +21.0% | 17,935 | +4.6% | 0.13% | +14.2% |
| BMY | Buy | BRISTOL MYERS SQUIBB CO | $1,792,000 | +38.0% | 27,946 | +9.0% | 0.13% | +30.3% |
| DHS | Buy | WISDOMTREE TRus high dividend | $1,773,000 | +11.4% | 23,085 | +6.7% | 0.13% | +5.8% |
| XT | Buy | ISHARES TRexponential tech | $1,697,000 | +19.2% | 39,698 | +6.5% | 0.12% | +13.0% |
| DON | Buy | WISDOMTREE TRus midcap divid | $1,688,000 | +8.3% | 44,380 | +1.8% | 0.12% | +3.4% |
| ZROZ | New | PIMCO ETF TR25yr+ zero u s | $1,671,000 | – | 12,533 | +100.0% | 0.12% | – |
| STM | New | STMICROELECTRONICS N Vny registry | $1,667,000 | – | 59,785 | +100.0% | 0.12% | – |
| QLD | Buy | PROSHARES TR | $1,644,000 | +30.8% | 13,057 | +0.5% | 0.12% | +22.9% |
| PSEC | Buy | PROSPECT CAPITAL CORPORATION | $1,637,000 | +6.0% | 254,148 | +6.8% | 0.12% | +0.9% |
| IXUS | Buy | ISHARES TRcore msci total | $1,621,000 | +10.4% | 26,120 | +2.1% | 0.12% | +4.5% |
| MO | Buy | ALTRIA GROUP INC | $1,601,000 | +78.5% | 32,129 | +47.3% | 0.12% | +69.1% |
| BSJN | Buy | INVESCO EXCH TRD SLF IDX FD | $1,557,000 | +7.5% | 59,558 | +6.9% | 0.11% | +1.8% |
| IDV | Buy | ISHARES TRintl sel div etf | $1,522,000 | +22.1% | 45,316 | +10.9% | 0.11% | +15.8% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $1,502,000 | +11.5% | 11,542 | +1.0% | 0.11% | +5.9% |
| SLV | Buy | ISHARES SILVER TRUSTishares | $1,482,000 | +602.4% | 88,835 | +578.2% | 0.11% | +568.8% |
| SPHD | Buy | INVESCO EXCHNG TRADED FD TRs&p500 hdl vol | $1,487,000 | +6.8% | 33,802 | +2.1% | 0.11% | +0.9% |
| TGT | Buy | TARGET CORP | $1,468,000 | +24.3% | 11,487 | +3.2% | 0.11% | +17.8% |
| FCAL | Buy | FIRST TR EXCH TRADED FD IIIcalif mun incm | $1,413,000 | +21.8% | 26,454 | +21.7% | 0.10% | +15.9% |
| ABT | Buy | ABBOTT LABS | $1,374,000 | +40.9% | 15,813 | +33.0% | 0.10% | +33.8% |
| PSX | Buy | PHILLIPS 66 | $1,354,000 | +12.2% | 12,129 | +2.0% | 0.10% | +6.5% |
| GILD | Buy | GILEAD SCIENCES INC | $1,346,000 | +7.0% | 20,700 | +4.1% | 0.10% | +1.0% |
| EMR | Buy | EMERSON ELEC CO | $1,341,000 | +25.4% | 17,587 | +7.4% | 0.10% | +19.8% |
| WPC | Buy | W P CAREY INC | $1,288,000 | -5.4% | 16,133 | +6.7% | 0.09% | -9.7% |
| JMST | New | JP MORGAN EXCHANGE TRADED FDultra sht muncpl | $1,242,000 | – | 24,613 | +100.0% | 0.09% | – |
| FTEC | Buy | FIDELITY COVINGTON TRmsci info tech i | $1,227,000 | +16.7% | 16,929 | +1.7% | 0.09% | +10.0% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $1,213,000 | +20.6% | 13,280 | +20.4% | 0.09% | +14.5% |
| ARKW | Buy | ARK ETF TRnext gnrtn inter | $1,197,000 | +98.2% | 20,785 | +65.8% | 0.09% | +87.0% |
| MGC | New | VANGUARD WORLD FDmega cap index | $1,198,000 | – | 10,726 | +100.0% | 0.09% | – |
| FPE | Buy | FIRST TR EXCHANGE-TRADED FDpfd secs inc etf | $1,164,000 | +39.6% | 57,991 | +37.3% | 0.08% | +33.3% |
| QCOM | Buy | QUALCOMM INC | $1,118,000 | +24.2% | 12,662 | +6.7% | 0.08% | +19.1% |
| VGSH | Buy | VANGUARD SCOTTSDALE FDSshort term treas | $1,105,000 | +14.7% | 18,171 | +15.0% | 0.08% | +9.6% |
| USB | Buy | US BANCORP DEL | $1,066,000 | +16.8% | 17,974 | +5.9% | 0.08% | +11.6% |
| IHDG | Buy | WISDOMTREE TRitl hdg qtly div | $1,041,000 | +14.1% | 28,642 | +4.5% | 0.08% | +8.7% |
| PPA | Buy | INVESCO EXCHANGE TRADED FD Taerospace defn | $960,000 | +26.8% | 14,035 | +22.7% | 0.07% | +19.0% |
| TJX | Buy | TJX COS INC NEW | $960,000 | +39.3% | 15,730 | +26.4% | 0.07% | +32.7% |
| NWL | Buy | NEWELL BRANDS INC | $950,000 | +5.3% | 49,659 | +3.0% | 0.07% | -1.4% |
| DBC | New | INVESCO DB COMMDY INDX TRCKunit | $943,000 | – | 59,107 | +100.0% | 0.07% | – |
| VXUS | Buy | VANGUARD STAR FDvg tl intl stk f | $875,000 | +10.9% | 15,677 | +1.8% | 0.06% | +5.0% |
| BOTZ | Buy | GLOBAL X FDSrbtcs artfl inte | $872,000 | +13.1% | 39,692 | +2.3% | 0.06% | +6.8% |
| HYD | Buy | VANECK VECTORS ETF TRhigh yld mun etf | $860,000 | +4.9% | 13,425 | +5.2% | 0.06% | 0.0% |
| NUBD | Buy | NUSHARES ETF TRnuveen esg us | $831,000 | +98.8% | 32,526 | +100.6% | 0.06% | +87.5% |
| NAC | Buy | NUVEEN CA QUALTY MUN INCOME | $794,000 | +22.2% | 53,289 | +22.6% | 0.06% | +16.3% |
| IUSV | Buy | ISHARES TRcore s&p us vlu | $780,000 | +13.9% | 12,366 | +3.1% | 0.06% | +7.7% |
| SCHO | New | SCHWAB STRATEGIC TRsht tm us tres | $784,000 | – | 15,529 | +100.0% | 0.06% | – |
| FEM | Buy | FIRST TR EXCH TRD ALPHA FD Iemerg mkt alph | $771,000 | +30.2% | 29,033 | +15.0% | 0.06% | +24.4% |
| O | New | REALTY INCOME CORP | $758,000 | – | 10,302 | +100.0% | 0.06% | – |
| XEL | New | XCEL ENERGY INC | $770,000 | – | 12,139 | +100.0% | 0.06% | – |
| SPYV | Buy | SPDR SERIES TRUSTprtflo s&p500 vl | $751,000 | +11.8% | 21,511 | +1.0% | 0.05% | +5.9% |
| VGIT | Buy | VANGUARD SCOTTSDALE FDSinter term treas | $741,000 | +0.1% | 11,239 | +1.4% | 0.05% | -5.4% |
| CWB | Buy | SPDR SERIES TRUSTblmbrg brc cnvrt | $703,000 | +7.0% | 12,650 | +0.3% | 0.05% | +2.0% |
| EUSA | Buy | ISHARES INCmsci equal weite | $693,000 | +9.5% | 10,830 | +0.4% | 0.05% | +4.2% |
| TFC | New | TRUIST FINL CORP | $698,000 | – | 12,385 | +100.0% | 0.05% | – |
| XRLV | Buy | INVESCO EXCHNG TRADED FD TRs&p 500 ex rat | $680,000 | +38.5% | 16,514 | +30.9% | 0.05% | +32.4% |
| XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $679,000 | – | 10,508 | +100.0% | 0.05% | – |
| FTGC | Buy | FIRST TR EXCHAN TRADED FD VIfst tr glb fd | $602,000 | +5.2% | 31,837 | +0.9% | 0.04% | 0.0% |
| VIAC | New | VIACOMCBS INCcl b | $576,000 | – | 13,851 | +100.0% | 0.04% | – |
| CIBR | Buy | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $565,000 | +19.5% | 18,801 | +9.4% | 0.04% | +13.9% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $555,000 | +3.7% | 19,720 | +5.2% | 0.04% | -2.4% |
| MPW | Buy | MEDICAL PPTYS TRUST INC | $535,000 | +16.3% | 25,321 | +6.3% | 0.04% | +11.4% |
| AGGY | New | WISDOMTREE TRyield enhancd us | $545,000 | – | 10,426 | +100.0% | 0.04% | – |
| IFV | Buy | FIRST TR EXCHANGE TRADED FDdorsey wright | $541,000 | +17.6% | 25,365 | +3.7% | 0.04% | +11.4% |
| DGRO | New | ISHARES TRcore div grwth | $510,000 | – | 12,093 | +100.0% | 0.04% | – |
| ACMR | New | ACM RESEARCH INC | $493,000 | – | 26,205 | +100.0% | 0.04% | – |
| HEFA | Buy | ISHARES TRhdg msci eafe | $504,000 | +27.9% | 16,483 | +24.0% | 0.04% | +20.0% |
| FYC | New | FIRST TR EXCNGE TRD ALPHADEXsml cp grw alp | $481,000 | – | 10,305 | +100.0% | 0.04% | – |
| FTLS | New | FIRST TR EXCH TRADED FD IIIlng/sht equity | $475,000 | – | 11,130 | +100.0% | 0.03% | – |
| CEM | Buy | CLEARBRIDGE MLP AND MIDSTRM | $463,000 | +12.7% | 41,089 | +13.1% | 0.03% | +6.5% |
| SIVR | Buy | ABERDEEN STD SILVER ETF TR | $450,000 | +71.8% | 26,004 | +66.3% | 0.03% | +60.0% |
| PAVE | Buy | GLOBAL X FDSus infr dev etf | $450,000 | +38.5% | 25,293 | +24.2% | 0.03% | +28.0% |
| ESGE | New | ISHARES INCesg msci em etf | $425,000 | – | 11,825 | +100.0% | 0.03% | – |
| PGX | Buy | INVESCO EXCHNG TRADED FD TRpfd etf | $406,000 | +1.0% | 26,915 | +0.6% | 0.03% | -6.5% |
| CATY | New | CATHAY GEN BANCORP | $382,000 | – | 10,022 | +100.0% | 0.03% | – |
| HL | Buy | HECLA MNG CO | $386,000 | +88.3% | 113,813 | +1.9% | 0.03% | +75.0% |
| UBER | Buy | UBER TECHNOLOGIES INC | $386,000 | +11.2% | 12,990 | +9.3% | 0.03% | +7.7% |
| NIO | New | NIO INCspon ads | $381,000 | – | 94,827 | +100.0% | 0.03% | – |
| LYG | Buy | LLOYDS BANKING GROUP PLCsponsored adr | $379,000 | +29.8% | 114,460 | +1.2% | 0.03% | +22.7% |
| DNP | Buy | DNP SELECT INCOME FD | $354,000 | +24.2% | 27,953 | +26.2% | 0.03% | +18.2% |
| GDV | Buy | GABELLI DIVD & INCOME TR | $351,000 | +3.8% | 15,983 | +1.4% | 0.02% | -3.8% |
| BAB | Buy | INVESCO EXCHNG TRADED FD TRtaxable mun bd | $352,000 | +4.5% | 11,125 | +7.2% | 0.02% | -3.8% |
| BST | New | BLACKROCK SCIENCE & TECH TR | $336,000 | – | 10,104 | +100.0% | 0.02% | – |
| IOTS | Buy | ADESTO TECHNOLOGIES CORP | $326,000 | +7.9% | 38,400 | +5.5% | 0.02% | 0.0% |
| IVZ | New | INVESCO LTD | $301,000 | – | 16,721 | +100.0% | 0.02% | – |
| WMB | New | WILLIAMS COS INC DEL | $293,000 | – | 12,360 | +100.0% | 0.02% | – |
| HPQ | New | HP INC | $283,000 | – | 13,754 | +100.0% | 0.02% | – |
| UMPQ | New | UMPQUA HLDGS CORP | $251,000 | – | 13,821 | +100.0% | 0.02% | – |
| CERS | Buy | CERUS CORP | $237,000 | -4.0% | 56,175 | +10.6% | 0.02% | -10.5% |
| HPE | New | HEWLETT PACKARD ENTERPRISE C | $234,000 | – | 14,700 | +100.0% | 0.02% | – |
| BSCN | Buy | INVESCO EXCH TRD SLF IDX FD | $223,000 | +0.9% | 10,481 | +1.0% | 0.02% | -5.9% |
| AMKR | New | AMKOR TECHNOLOGY INC | $211,000 | – | 16,060 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MERCK & CO INC NEW | 34 | Q3 2022 | 1.1% |
| ISHARES US PREFERRED STOCK | 34 | Q3 2022 | 2.5% |
| ISHARES TR CORE S&P MCP | 33 | Q3 2022 | 8.6% |
| AT&T INC | 33 | Q3 2022 | 1.9% |
| INTEL CORP | 33 | Q3 2022 | 3.8% |
| WELLS FARGO CO NEW | 33 | Q3 2022 | 1.4% |
| ISHARES TR | 32 | Q3 2022 | 5.9% |
| SPDR S&P 500 ETF TR UNIT | 32 | Q3 2022 | 3.6% |
| MICROSOFT CORP | 32 | Q3 2022 | 3.0% |
| VANGUARD SPECIALIZED PORTFOL | 32 | Q3 2022 | 2.8% |
View MARINER INDEPENDENT ADVISOR NETWORK, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-23 |
| 13F-NT | 2024-08-13 |
| 13F-NT | 2024-05-15 |
| 13F-NT | 2024-02-14 |
| 13F-NT | 2023-11-13 |
| 13F-NT | 2023-08-11 |
| 13F-NT | 2023-05-15 |
| 13F-NT | 2023-02-14 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-12 |
View MARINER INDEPENDENT ADVISOR NETWORK, 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.