$1.11 Billion is the total value of MARINER INDEPENDENT ADVISOR NETWORK, LLC's 348 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CVBF | CVB FINL CORP | $938,000 | -10.7% | 48,640 | 0.0% | 0.08% | +11.8% | |
| CATY | CATHAY GEN BANCORP | $230,000 | -39.8% | 10,022 | 0.0% | 0.02% | -25.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-05
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 |
|---|---|
| 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 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-02-16 |
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.