Mariner Wealth Advisors-NYC, LLC

Q1 2015 13F Holdings

  • Location
    leawood, KS
  • Num holdings

    773

  • Value ($000)

    $209,325

  • Date Filed
    05/14/2015
  • Form type
    13F-HR
  • CIK
    0001642112
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2015 to
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VNQ
VNQ

VANGUARD INDEX FDS

REIT ETF
$25.58M
12 %

303,385

IVV
IVV

ISHARES TR

CORE S&P500 ETF
$24.81M
12 %

119,367

IWM
IWM

ISHARES TR

RUSSELL 2000 ETF
$18.60M
9 %

149,543

EFA
EFA

ISHARES TR

MSCI EAFE ETF
$17.28M
8 %

269,337

---

POWERSHARES DB CMDTY IDX TRA

UNIT BEN INT
$16.94M
8 %

992,125

VEA
VEA

VANGUARD TAX MANAGED INTL FD

FTSE DEV MKT ETF
$16.49M
8 %

414,051

AMLP
AMLP

ALPS ETF TR

ALERIAN MLP
$15.38M
7 %

928,024

GQ9
GQ9

SPDR GOLD TRUST

GOLD SHS
$7.03M
3 %

61,834

APO
APO

APOLLO GLOBAL MGMT LLC

CL A SHS
$6.98M
3 %

323,068

IWO
IWO

ISHARES TR

RUS 2000 GRW ETF
$6.94M
3 %

45,780

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