Trade Filings

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Gestor A Gestor B

Mariner, LLC ⇄ Captrust Financial Advisors

60Posições compartilhadas

52.4%Sobreposição de nomes (Jaccard)

15+Apenas Mariner, LLC

15+Apenas Captrust…

Holdings compartilhadas · Q2 2026

Valor mobiliário	Mariner, LLC peso	Captrust Financial… peso
IVV iShares Core S&P 500 ETF	4.4%	5.3%
AAPL Apple Inc.	5.5%	3.6%
NVDA NVIDIA Corporation	5.5%	2.7%
VEA Vanguard FTSE Developed…	2.8%	3.3%
MSFT Microsoft Corporation	2.1%	2.1%
GOOGL Alphabet Inc.	1.7%	1.9%
VTV Vanguard Morningstar…	1.1%	2.3%
AMZN Amazon.com, Inc.	1.6%	1.4%
SHY iShares 1-3 Year Treasury…	0.0%	2.7%
AVGO Broadcom Inc.	1.4%	1.2%
AGG iShares Core U.S.…	1.5%	1.0%
VUG Vanguard Morningstar…	1.0%	1.1%
VB Vanguard Morningstar…	0.7%	1.4%
SPY State Street SPDR S&P 500…	1.1%	0.9%
IEMG iShares Core MSCI…	0.8%	1.2%
VOO Vanguard S&P 500 ETF	0.6%	1.3%
IXUS iShares Core MSCI Total…	0.2%	1.6%
JPM JPMorgan Chase & Co.	1.1%	0.7%
IJH iShares Core S&P Mid-Cap…	1.3%	0.3%
GOOG Alphabet Inc.	0.9%	0.7%
IEI iShares 3-7 Year Treasury…	0.3%	1.2%
LLY Eli Lilly and Company	0.9%	0.6%
BRK-B Berkshire Hathaway Inc.	0.7%	0.8%
FNDX Schwab Fundamental U.S.…	0.0%	1.4%
META Meta Platforms, Inc.	0.8%	0.6%
MU Micron Technology, Inc.	1.1%	0.2%
QQQ Invesco QQQ Trust, Series…	0.8%	0.5%
IEFA iShares Core MSCI EAFE ETF	1.0%	0.2%
SCHX Schwab U.S. Large-Cap ETF	0.3%	0.9%
VTI Vanguard Morningstar…	0.7%	0.5%
ABBV AbbVie Inc.	0.4%	0.7%
IWB iShares Russell 1000 ETF	0.2%	0.8%
LRCX Lam Research Corporation	0.4%	0.6%
TSLA Tesla, Inc.	0.8%	0.2%
IUSB iShares Core Universal…	1.0%	0.0%
VWO Vanguard FTSE Emerging…	0.9%	0.1%
VO Vanguard Morningstar…	0.7%	0.2%
BSV Vanguard Short-Term Bond…	0.0%	0.9%
IEF iShares 7-10 Year…	0.0%	0.8%
MA Mastercard Incorporated	0.3%	0.5%
PANW Palo Alto Networks, Inc.	0.2%	0.6%
GLW Corning Inc	0.8%	0.1%
GEV GE Vernova Inc.	0.6%	0.3%
JNJ Johnson & Johnson	0.5%	0.3%
V Visa Inc.	0.4%	0.4%
WMT Walmart Inc.	0.6%	0.3%
CSCO Cisco Systems, Inc.	0.3%	0.5%
PG The Procter & Gamble…	0.4%	0.4%
MRK Merck & Co., Inc.	0.4%	0.4%
SCHG Schwab U.S. Large-Cap…	0.7%	0.1%
VIG Vanguard Dividend…	0.3%	0.4%
CAT Caterpillar Inc.	0.3%	0.4%
COST Costco Wholesale…	0.4%	0.3%
AMGN Amgen Inc.	0.4%	0.3%
CVX Chevron Corporation	0.3%	0.4%
TSM Taiwan Semiconductor…	0.3%	0.4%
CRWD CrowdStrike Holdings, Inc.	0.5%	0.2%
WT WisdomTree, Inc.	0.1%	0.6%
JGRO JPMorgan Active Growth ETF	0.0%	0.7%
IWF iShares Russell 1000…	0.3%	0.4%

Distintivamente Mariner, LLC

XONA.DE Exxon Mobil…	0.4%
TFLO iShares Treasury…	0.1%
PSQA	0.1%
GBIL Goldman Sachs Access…	0.1%
HFXI NYLI FTSE…	0.1%
BKDV BNY Mellon Dynamic…	0.1%
IMTB	0.1%
MFDX	0.0%
PSQO	0.0%
DIHP Dimensional…	0.0%
PSBD	0.0%
ONEY	0.0%
ESGV Vanguard ESG U.S.…	0.0%
VCTR Victory Capital…	0.0%
EWX	0.0%

Distintivamente Captrust Financial…

PHM PulteGroup, Inc.	0.2%
WSO Watsco, Inc.	0.2%
BRX Brixmor Property…	0.2%
ALSN Allison Transmission…	0.1%
SR Spire Inc.	0.1%
JPLD JPMorgan Limited…	0.1%
FLS Flowserve Corporation	0.1%
SMMU	0.1%
WPC W. P. Carey Inc.	0.1%
SECU	0.1%
AGM Federal Agricultural…	0.1%
LII Lennox International…	0.1%
MEAR	0.1%
BILZ	0.1%
BKGI	0.1%

Proveniência: Sobreposição calculada em tempo real a partir das posições em ações ordinárias de ambos os gestores para Q2 2026. Apenas posições compradas reportadas; hedges e ativos fora do 13F são invisíveis. Metodologia

Comparar Gestores

Mariner, LLC ⇄ Captrust Financial Advisors

Holdings compartilhadas · Q2 2026

Distintivamente Mariner, LLC

Distintivamente Captrust Financial…