$624 Million is the total value of Mariner Wealth Advisors-Cincinnati, LLC's 163 reported holdings in Q3 2014. The portfolio turnover from Q2 2014 to Q3 2014 was 24.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CINF | Buy | Cincinnati Financial Corpcos | $23,517,000 | +7113.8% | 499,832 | +7254.8% | 3.77% | +7288.2% |
| PG | Buy | Procter & Gamble Cocos | $18,437,000 | +7.5% | 220,165 | +0.9% | 2.95% | +9.1% |
| ABC | Sell | Amerisource-Bergen Corpcos | $18,369,000 | +3.4% | 237,632 | -2.8% | 2.94% | +5.0% |
| DIS | Sell | Walt Disney Holding Cocos | $18,324,000 | +2.4% | 205,821 | -1.4% | 2.94% | +3.9% |
| MRK | Sell | Merck & Co Inccos | $17,851,000 | +1.8% | 301,128 | -0.6% | 2.86% | +3.4% |
| PEP | Sell | Pepsico Inccos | $17,183,000 | +3.0% | 184,584 | -1.1% | 2.75% | +4.6% |
| CNI | Sell | Canadian National Railway Cocos | $16,595,000 | +5.8% | 233,869 | -3.0% | 2.66% | +7.5% |
| TJX | Buy | TJX Companies Inc Newcos | $16,314,000 | +11.7% | 275,719 | +0.4% | 2.61% | +13.5% |
| MMM | Sell | 3M Cocos | $15,769,000 | -3.5% | 111,304 | -2.4% | 2.53% | -1.9% |
| GE | Sell | General Electric Cocos | $15,477,000 | -2.7% | 604,091 | -0.2% | 2.48% | -1.2% |
| V | Sell | Visa Inc Class Acos | $15,447,000 | +0.7% | 72,395 | -0.6% | 2.48% | +2.2% |
| JPM | Sell | JP Morgan Chase & Cocos | $15,147,000 | -2.7% | 251,449 | -7.0% | 2.43% | -1.2% |
| FISV | Sell | Fiserv Inccos | $15,109,000 | +3.8% | 233,765 | -3.1% | 2.42% | +5.4% |
| UTX | Buy | United Technologies Corpcos | $15,040,000 | -7.0% | 142,428 | +1.7% | 2.41% | -5.6% |
| SYK | Sell | Stryker Corpcos | $14,761,000 | -4.2% | 182,798 | -0.0% | 2.36% | -2.8% |
| MMC | Sell | Marsh & Mclennan Companies Inccos | $14,460,000 | +0.5% | 276,271 | -0.5% | 2.32% | +2.0% |
| JNJ | Buy | Johnson & Johnsoncos | $14,376,000 | +12.4% | 134,872 | +10.3% | 2.30% | +14.2% |
| UNH | Sell | Unitedhealth Group Inccos | $13,836,000 | +3.3% | 160,412 | -2.1% | 2.22% | +4.9% |
| VZ | Sell | Verizon Communicationscos | $13,807,000 | -7.3% | 276,192 | -9.2% | 2.21% | -5.9% |
| CVX | Sell | Chevroncos | $12,998,000 | -9.7% | 108,932 | -1.2% | 2.08% | -8.3% |
| SLB | Sell | Schlumberger Ltdcos | $12,728,000 | -14.4% | 125,162 | -0.7% | 2.04% | -13.0% |
| ORCL | Sell | Oracle Corpcos | $12,706,000 | -7.3% | 331,922 | -1.9% | 2.04% | -5.9% |
| GIS | Buy | General Millscos | $12,642,000 | -3.5% | 250,588 | +0.5% | 2.03% | -2.0% |
| MCHP | Sell | Microchip Technology Inccos | $12,357,000 | -3.2% | 261,630 | -0.0% | 1.98% | -1.7% |
| QCOM | Sell | Qualcomm Inccos | $12,326,000 | -9.9% | 164,849 | -4.6% | 1.98% | -8.5% |
| COF | Sell | Capital One Financial Corpcos | $11,834,000 | -8.8% | 144,986 | -7.7% | 1.90% | -7.4% |
| POT | Sell | Potash Corp Sask Inccos | $11,597,000 | -9.7% | 335,562 | -0.9% | 1.86% | -8.3% |
| ACN | Sell | Accenture PLC CL Acos | $11,291,000 | -9.7% | 138,848 | -10.2% | 1.81% | -8.3% |
| RNR | Sell | Renaissancere Holdings Limitedcos | $10,807,000 | -7.0% | 108,077 | -0.5% | 1.73% | -5.6% |
| MS | Sell | Morgan Stanley Group Inccos | $10,646,000 | +5.8% | 307,944 | -1.1% | 1.71% | +7.4% |
| XLNX | New | Xilinx Inccos | $9,677,000 | – | 228,491 | +100.0% | 1.55% | – |
| RDSA | Sell | Royal Dutch Shell PLCcos | $8,948,000 | -7.8% | 117,535 | -0.2% | 1.43% | -6.3% |
| BHP | Sell | BHP Billiton Ltd - ADRcos | $8,748,000 | -17.6% | 148,570 | -4.2% | 1.40% | -16.3% |
| NOV | Buy | National Oilwell Varco Inccos | $8,443,000 | -5.6% | 110,941 | +2.2% | 1.35% | -4.1% |
| MAT | Sell | Mattel Inccos | $8,013,000 | -29.0% | 261,440 | -9.7% | 1.28% | -27.9% |
| LOW | Sell | Lowe's Companies Inccos | $7,576,000 | +8.4% | 143,159 | -1.7% | 1.21% | +10.1% |
| IVZ | New | Invesco Limitedcos | $7,323,000 | – | 185,495 | +100.0% | 1.17% | – |
| GOOGL | Sell | Google Inc - CL Acos | $6,953,000 | -0.6% | 11,816 | -1.3% | 1.11% | +0.9% |
| XOM | Buy | Exxon Mobil Corpcos | $6,917,000 | -4.5% | 73,548 | +2.2% | 1.11% | -3.1% |
| GOOG | Sell | Google Inc - CL Ccos | $6,327,000 | -1.1% | 10,958 | -1.4% | 1.01% | +0.5% |
| ACE | Sell | ACE Limited - ADRcos | $5,067,000 | -14.3% | 48,316 | -15.3% | 0.81% | -13.0% |
| WFC | Sell | Wells Fargo & Co Newcos | $4,698,000 | -7.2% | 90,576 | -6.0% | 0.75% | -5.8% |
| AAPL | Buy | Apple Inccos | $4,563,000 | +42.1% | 45,287 | +31.0% | 0.73% | +44.2% |
| SYY | Buy | Sysco Corpcos | $3,584,000 | +7.2% | 94,451 | +5.8% | 0.57% | +8.7% |
| TD | Buy | Toronto-Dominion Bankcos | $3,199,000 | +9.1% | 64,765 | +13.6% | 0.51% | +11.0% |
| BRKB | Buy | Berkshire Hathaway Inc Cl Bcos | $2,914,000 | +64.6% | 21,095 | +50.9% | 0.47% | +67.4% |
| KMI | New | Kinder Morgan Inc.cos | $2,739,000 | – | 71,445 | +100.0% | 0.44% | – |
| WM | Buy | Waste Management Inc Delcos | $2,608,000 | +8.4% | 54,860 | +1.9% | 0.42% | +10.0% |
| APA | Sell | Apache Corpcos | $2,563,000 | -7.1% | 27,299 | -0.5% | 0.41% | -5.7% |
| WAG | Sell | Walgreen Cocos | $2,359,000 | -50.8% | 39,796 | -38.5% | 0.38% | -50.1% |
| ABT | Sell | Abbott Laboratoriescos | $1,984,000 | -3.5% | 47,697 | -5.1% | 0.32% | -1.9% |
| BAC | New | Bank Of America Corpcos | $1,963,000 | – | 115,112 | +100.0% | 0.32% | – |
| EMR | Buy | Emerson Electric Cocos | $1,961,000 | -5.6% | 31,337 | +0.1% | 0.31% | -4.3% |
| GILD | Sell | Gilead Sciences Inccos | $1,841,000 | +23.8% | 17,292 | -3.6% | 0.30% | +25.5% |
| MCD | Sell | McDonald's Corpcos | $1,809,000 | -85.2% | 19,075 | -84.3% | 0.29% | -84.9% |
| CMCSA | Buy | Comcast Corp New Cl Acos | $1,674,000 | +1.4% | 31,135 | +1.3% | 0.27% | +2.7% |
| MSFT | Buy | Microsoft Corpcos | $1,649,000 | +27.7% | 35,577 | +14.9% | 0.26% | +29.4% |
| PM | Sell | Philip Morris International Incos | $1,617,000 | -22.5% | 19,384 | -21.7% | 0.26% | -21.3% |
| FDX | New | Fedex Corpcos | $1,504,000 | – | 9,315 | +100.0% | 0.24% | – |
| ADP | Buy | Automatic Data Processing Inccos | $1,428,000 | +5.0% | 17,190 | +0.2% | 0.23% | +6.5% |
| PRK | Buy | Park National Corpcos | $1,388,000 | +18.2% | 18,405 | +21.0% | 0.22% | +20.0% |
| HNI | HNI Corpcos | $1,246,000 | -8.0% | 34,612 | 0.0% | 0.20% | -6.5% | |
| UPS | Buy | United Parcel Servicecos | $1,183,000 | +31.0% | 12,033 | +36.8% | 0.19% | +33.8% |
| IBM | Sell | International Business Machinecos | $1,157,000 | +2.7% | 6,093 | -2.0% | 0.18% | +3.9% |
| APD | Air Products & Chemicals Inccos | $1,085,000 | +1.2% | 8,335 | 0.0% | 0.17% | +3.0% | |
| KR | Buy | Kroger Cocos | $991,000 | +296.4% | 19,067 | +276.3% | 0.16% | +307.7% |
| BK | Sell | Bank Of New York Mellon Corpcos | $991,000 | +0.2% | 25,581 | -3.0% | 0.16% | +1.9% |
| KO | Sell | Coca-Cola Cocos | $977,000 | -6.2% | 22,907 | -6.9% | 0.16% | -4.3% |
| T | Sell | AT&T Corp Newcos | $970,000 | -11.7% | 27,523 | -11.5% | 0.16% | -10.4% |
| CXP | Columbia Property Trust Inc.cos | $959,000 | -8.2% | 40,177 | 0.0% | 0.15% | -6.7% | |
| KSU | Sell | Kansas City Southern Indscos | $954,000 | -45.8% | 7,872 | -51.9% | 0.15% | -45.0% |
| CTAS | Sell | Cintas Corpcos | $949,000 | -92.7% | 13,437 | -93.4% | 0.15% | -92.6% |
| MO | Buy | Altria Group Inccos | $877,000 | +17.7% | 19,081 | +7.4% | 0.14% | +19.5% |
| SU | Sell | Suncor Energy Inccos | $787,000 | -17.2% | 21,769 | -2.3% | 0.13% | -16.0% |
| BMY | Sell | Bristol-Myers Squibbcos | $787,000 | +5.4% | 15,374 | -0.2% | 0.13% | +6.8% |
| PCLN | Buy | Priceline.com Inccos | $759,000 | +0.7% | 655 | +4.5% | 0.12% | +2.5% |
| CMI | Buy | Cummins Inccos | $755,000 | -11.4% | 5,719 | +3.6% | 0.12% | -9.7% |
| RCI | Sell | Rogers Communications Inccos | $744,000 | -93.9% | 19,891 | -93.4% | 0.12% | -93.8% |
| SO | Buy | Southern Cocos | $742,000 | +9.8% | 16,995 | +14.1% | 0.12% | +11.2% |
| PFE | Buy | Pfizer Inccos | $709,000 | +7.9% | 23,963 | +8.3% | 0.11% | +9.6% |
| CSX | Sell | CSX Corpcos | $646,000 | -5.1% | 20,137 | -8.9% | 0.10% | -2.8% |
| USB | Buy | U.S. Bancorp Del Com Newcos | $648,000 | +0.2% | 15,500 | +3.8% | 0.10% | +2.0% |
| WMB | Buy | Williams Companies Inccos | $635,000 | -3.5% | 11,478 | +1.6% | 0.10% | -1.9% |
| CELG | New | Celgene Corpcos | $628,000 | – | 6,631 | +100.0% | 0.10% | – |
| CAM | New | Cameron International Corpcos | $627,000 | – | 9,450 | +100.0% | 0.10% | – |
| TEVA | Buy | Teva Pharmaceutical Industriescos | $623,000 | +16.4% | 11,585 | +13.6% | 0.10% | +19.0% |
| PAYX | Buy | Paychex Inccos | $612,000 | +79.5% | 13,840 | +68.7% | 0.10% | +81.5% |
| NKE | Sell | Nike Inccos | $598,000 | +8.3% | 6,703 | -5.8% | 0.10% | +10.3% |
| HD | Sell | Home Depot Inccos | $598,000 | -37.8% | 6,520 | -45.1% | 0.10% | -36.8% |
| COP | Buy | Conocophillipscos | $591,000 | +7.5% | 7,726 | +20.4% | 0.10% | +9.2% |
| MJN | Mead Johnson Nutrition Co.cos | $585,000 | +3.4% | 6,075 | 0.0% | 0.09% | +5.6% | |
| CLX | Buy | Clorox Cocos | $589,000 | +9.7% | 6,131 | +4.3% | 0.09% | +10.6% |
| INTC | Buy | Intel Corpcos | $581,000 | +23.9% | 16,675 | +9.9% | 0.09% | +25.7% |
| SE | Sell | Spectra Energy Corpcos | $581,000 | -11.6% | 14,788 | -4.3% | 0.09% | -10.6% |
| OMC | New | Omnicom Group Inccos | $564,000 | – | 8,196 | +100.0% | 0.09% | – |
| MET | Sell | MetLife Inccos | $559,000 | -8.1% | 10,407 | -4.9% | 0.09% | -6.2% |
| SRCL | Buy | Stericycle Inccos | $557,000 | +4.3% | 4,781 | +6.1% | 0.09% | +6.0% |
| GLW | Buy | Corning Inccos | $547,000 | -11.1% | 28,260 | +0.8% | 0.09% | -9.3% |
| DE | Buy | Deere & Cocos | $547,000 | +3.6% | 6,669 | +14.4% | 0.09% | +6.0% |
| CAT | Sell | Caterpillar Inccos | $535,000 | -95.2% | 5,401 | -94.7% | 0.09% | -95.1% |
| ADT | Buy | ADT Corpcos | $538,000 | +11.4% | 15,162 | +9.8% | 0.09% | +13.2% |
| AAL | New | American Airlines Group Inc.cos | $539,000 | – | 15,185 | +100.0% | 0.09% | – |
| OXY | Buy | Occidental Pete Corpcos | $537,000 | +10.0% | 5,584 | +17.5% | 0.09% | +11.7% |
| MDLZ | Sell | Mondelez Int'l Inccos | $531,000 | -17.5% | 15,511 | -9.5% | 0.08% | -16.7% |
| SBUX | Buy | Starbucks Corpcos | $518,000 | -1.0% | 6,865 | +1.5% | 0.08% | 0.0% |
| RIO | Buy | Rio Tinto Plc - ADRcos | $509,000 | -8.9% | 10,345 | +0.5% | 0.08% | -6.8% |
| ABBV | Buy | AbbVie Inccos | $503,000 | +12.5% | 8,702 | +9.9% | 0.08% | +14.1% |
| JCI | Sell | Johnson Controls Inccos | $499,000 | -13.2% | 11,352 | -1.4% | 0.08% | -12.1% |
| AEP | American Electric Powercos | $494,000 | -6.4% | 9,463 | 0.0% | 0.08% | -4.8% | |
| ORI | Buy | Old Republic International Corcos | $492,000 | -13.5% | 34,470 | +0.2% | 0.08% | -12.2% |
| PRGO | New | Perrigo Cocos | $488,000 | – | 3,250 | +100.0% | 0.08% | – |
| BFB | Buy | Brown-Forman Corp Cl Bcos | $478,000 | -3.8% | 5,297 | +0.3% | 0.08% | -1.3% |
| EMC | Sell | EMC Corp-Masscos | $437,000 | -11.4% | 14,946 | -20.2% | 0.07% | -10.3% |
| ESLT | New | Elbit Systems LTD Fcos | $424,000 | – | 6,835 | +100.0% | 0.07% | – |
| ZTS | Sell | Zoetis Inc.cos | $419,000 | +9.4% | 11,350 | -4.4% | 0.07% | +11.7% |
| MOS | Sell | The Mosaic Cocos | $418,000 | -10.7% | 9,410 | -0.5% | 0.07% | -9.5% |
| GPC | Sell | Genuine Parts Cocos | $414,000 | -8.4% | 4,722 | -8.3% | 0.07% | -7.0% |
| O | Sell | Realty Income Corpcos | $409,000 | -18.8% | 10,016 | -11.6% | 0.07% | -17.5% |
| CTXS | Buy | Citrix Systems Inccos | $412,000 | +18.7% | 5,770 | +4.2% | 0.07% | +20.0% |
| CHRW | Sell | C.H. Robinson Worldwide Inccos | $411,000 | +1.0% | 6,195 | -2.8% | 0.07% | +3.1% |
| TIBX | New | Tibco Software Inccos | $406,000 | – | 17,175 | +100.0% | 0.06% | – |
| BLK | Buy | Blackrock Inccos | $402,000 | +4.4% | 1,224 | +1.5% | 0.06% | +4.9% |
| KRFT | Sell | Kraft Foods Group Inccos | $400,000 | -8.5% | 7,085 | -2.9% | 0.06% | -7.2% |
| ESV | New | Ensco PLC Cls Acos | $393,000 | – | 9,512 | +100.0% | 0.06% | – |
| OKE | ONEOK Inccos | $387,000 | -3.7% | 5,910 | 0.0% | 0.06% | -1.6% | |
| ITW | Buy | Illinois Tool Works Inccos | $374,000 | +15.8% | 4,432 | +20.1% | 0.06% | +17.6% |
| DUK | Sell | Duke Energy Corpcos | $358,000 | +0.3% | 4,787 | -0.5% | 0.06% | +1.8% |
| BIDU | Sell | Baidu Inc - Spon ADRcos | $353,000 | +15.4% | 1,616 | -1.5% | 0.06% | +18.8% |
| PKX | Buy | Posco - ADRcos | $353,000 | +2.6% | 4,650 | +0.5% | 0.06% | +5.6% |
| AXP | Buy | American Express Cocos | $356,000 | +1.7% | 4,072 | +10.3% | 0.06% | +3.6% |
| NSRGY | Sell | Nestle - ADRcos | $353,000 | -23.1% | 4,789 | -19.0% | 0.06% | -20.8% |
| HSY | Hershey Foods Corpcos | $347,000 | -2.3% | 3,641 | 0.0% | 0.06% | 0.0% | |
| FOXA | Buy | Twenty-First Century Fox Inc -cos | $351,000 | -1.1% | 10,243 | +1.4% | 0.06% | 0.0% |
| HON | Buy | Honeywell International Inccos | $337,000 | +3.7% | 3,620 | +3.5% | 0.05% | +5.9% |
| NOC | Sell | Northrop Grumman Corpcos | $327,000 | -1.2% | 2,478 | -10.3% | 0.05% | 0.0% |
| WMT | Buy | Wal-Mart Stores Inccos | $323,000 | +17.5% | 4,225 | +15.2% | 0.05% | +20.9% |
| NSC | Norfolk Southern Corpcos | $305,000 | +8.2% | 2,736 | 0.0% | 0.05% | +11.4% | |
| NTRS | Northern Trust Corpcos | $306,000 | +5.9% | 4,505 | 0.0% | 0.05% | +6.5% | |
| NYCB | Sell | New York Community Bancorpcos | $299,000 | -14.3% | 18,846 | -13.6% | 0.05% | -12.7% |
| TPRE | New | Third Point Reinsurance Ltd.cos | $291,000 | – | 20,025 | +100.0% | 0.05% | – |
| MKSI | New | MKS Instruments Inccos | $292,000 | – | 8,760 | +100.0% | 0.05% | – |
| NEE | Sell | NextEra Energy Inc.cos | $296,000 | -23.3% | 3,148 | -16.5% | 0.05% | -23.0% |
| AMT | Sell | American Tower REIT Inc.cos | $275,000 | +3.8% | 2,939 | -0.0% | 0.04% | +4.8% |
| LMT | Buy | Lockheed Martin Corpcos | $273,000 | +14.7% | 1,495 | +0.8% | 0.04% | +15.8% |
| SNI | Scripps Networks Interactive -cos | $263,000 | -3.7% | 3,370 | 0.0% | 0.04% | -2.3% | |
| FOX | Sell | Twenty-First Century Fox Inc -cos | $256,000 | -4.8% | 7,695 | -2.2% | 0.04% | -2.4% |
| FI | New | Frank's International N.V.cos | $248,000 | – | 13,245 | +100.0% | 0.04% | – |
| SNDK | Sandisk Corpcos | $235,000 | -6.4% | 2,400 | 0.0% | 0.04% | -5.0% | |
| CVS | New | CVS Health Corporationcos | $234,000 | – | 2,935 | +100.0% | 0.04% | – |
| BGC | Buy | General Cable Corpcos | $234,000 | -24.5% | 15,500 | +28.3% | 0.04% | -24.5% |
| BCE | Buy | BCE Inccos | $232,000 | -4.5% | 5,416 | +1.2% | 0.04% | -2.6% |
| ECL | New | Ecolab Inccos | $215,000 | – | 1,875 | +100.0% | 0.03% | – |
| THOR | New | Thoratec Corpcos | $209,000 | – | 7,804 | +100.0% | 0.03% | – |
| UNP | New | Union Pacific Corpcos | $205,000 | – | 1,895 | +100.0% | 0.03% | – |
| CSCO | Buy | Cisco Systems Inccos | $208,000 | +1.5% | 8,271 | +0.4% | 0.03% | +3.1% |
| New | Berkshire Hathaway 1/100cos | $207,000 | – | 100 | +100.0% | 0.03% | – | |
| BAX | New | Baxter Internationalcos | $203,000 | – | 2,833 | +100.0% | 0.03% | – |
| PBCT | People's United Financialcos | $177,000 | -4.3% | 12,225 | 0.0% | 0.03% | -3.4% | |
| New | Terra Firma Capital Corporatiocos | $21,000 | – | 34,300 | +100.0% | 0.00% | – | |
| Beach Energy Limitedcos | $12,000 | -25.0% | 10,100 | 0.0% | 0.00% | -33.3% | ||
| IBNKQ | Integra Bank Corporation - Delcos | $0 | – | 23,341 | 0.0% | 0.00% | – | |
| PSED | Poseidis Inc - DELISTEDcos | $0 | – | 25,000 | 0.0% | 0.00% | – | |
| SLSZQ | SLS International Inccos | $0 | – | 61,400 | 0.0% | 0.00% | – | |
| TTE | Exit | Total SA - ADRcos | $0 | – | -2,820 | -100.0% | -0.03% | – |
| MXIM | Exit | Maxim Integrated Productscos | $0 | – | -6,235 | -100.0% | -0.03% | – |
| DD | Exit | E.I. Du Pont De Nemours & Cocos | $0 | – | -3,355 | -100.0% | -0.04% | – |
| NUAN | Exit | Nuance Communications Inccos | $0 | – | -16,000 | -100.0% | -0.05% | – |
| FITB | Exit | Fifth Third Bancorpcos | $0 | – | -15,105 | -100.0% | -0.05% | – |
| IGT | Exit | International Game Technologycos | $0 | – | -22,715 | -100.0% | -0.06% | – |
| ESV | Exit | ENSCO International Inccos | $0 | – | -8,932 | -100.0% | -0.08% | – |
| LKQ | Exit | LKQ Corporationcos | $0 | – | -22,925 | -100.0% | -0.10% | – |
| ARG | Exit | Airgas Inccos | $0 | – | -5,735 | -100.0% | -0.10% | – |
| ESRX | Exit | Express Scripts Holdingscos | $0 | – | -15,793 | -100.0% | -0.17% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-10-17
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| PROCTER & GAMBLE CO | 20 | Q3 2018 | 3.1% |
| Visa Inc Class A | 20 | Q3 2018 | 2.8% |
| 3M CO | 20 | Q3 2018 | 2.7% |
| Walt Disney Holding Co | 20 | Q3 2018 | 3.1% |
| MERCK & CO INC NEW | 20 | Q3 2018 | 2.9% |
| TJX COS INC NEW | 20 | Q3 2018 | 2.9% |
| UNITEDHEALTH GROUP INC | 20 | Q3 2018 | 2.7% |
| STRYKER CORP | 20 | Q3 2018 | 2.6% |
| UNITED TECHNOLOGIES CORP | 20 | Q3 2018 | 2.7% |
| MARSH & MCLENNAN COS INC | 20 | Q3 2018 | 2.3% |
View Mariner Wealth Advisors-Cincinnati, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2018-11-13 |
| 13F-HR | 2018-08-14 |
| 13F-HR | 2018-05-15 |
| 13F-HR | 2018-02-12 |
| 13F-HR | 2017-11-13 |
| 13F-HR | 2017-08-04 |
| 13F-HR | 2017-05-12 |
| 13F-HR | 2017-02-13 |
| 13F-HR | 2016-11-10 |
| 13F-HR | 2016-08-12 |
View Mariner Wealth Advisors-Cincinnati, 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.