Mariner Wealth Advisors-Madison, LLC current holdings: USA Stocks
Mariner Wealth Advisors-Madison, LLC reported $0.02 billion in share positions in stocks (listed in the US), 58 positions, in its Form 13F for the quarter ended 2013-09-30; the largest are WY, BRKB, JNJ.
- WY: Country of operation United States; Class COM; Shares 364,211; Value $10,427,000.
- BRKB: Country of operation —; Class CL B NEW; Shares 11,321; Value $1,285,000.
- JNJ: Country of operation United States; Class COM; Shares 11,760; Value $1,019,000.
- SPH: Country of operation United States; Class UNIT LTD PARTN; Shares 18,400; Value $861,000.
Form 13F-HR as filed (SEC CIK 1174248): quarter ended 2013-09-30, filed 2013-11-14. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2013-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|
WY
WEYERHAEUSER CO | United States | COM | 364,211 | $10,427,000 | 57.18% | 2013-09-30 | 2013-11-14 | -31.71% |
|---|
BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 11,321 | $1,285,000 | 7.05% | 2013-09-30 | 2013-11-14 | |
|---|
JNJ
JOHNSON & JOHNSON | United States | COM | 11,760 | $1,019,000 | 5.59% | 2013-09-30 | 2013-11-14 | +208.65% |
|---|
SPH
SUBURBAN PROPANE PARTNERS L | United States | UNIT LTD PARTN | 18,400 | $861,000 | 4.72% | 2013-09-30 | 2013-11-14 | -64.51% |
|---|
PM
PHILIP MORRIS INTL INC | United States | COM | 9,270 | $803,000 | 4.40% | 2013-09-30 | 2013-11-14 | +123.93% |
|---|
PFE
PFIZER INC | United States | COM | 21,815 | $627,000 | 3.44% | 2013-09-30 | 2013-11-14 | +5.36% |
|---|
VLY
VALLEY NATL BANCORP | United States | COM | 58,204 | $579,000 | 3.18% | 2013-09-30 | 2013-11-14 | +27.84% |
|---|
MO
ALTRIA GROUP INC | United States | COM | 10,270 | $352,000 | 1.93% | 2013-09-30 | 2013-11-14 | +100.06% |
|---|
SPG
SIMON PPTY GROUP INC NEW | United States | COM | 1,858 | $275,000 | 1.51% | 2013-09-30 | 2013-11-14 | +46.50% |
|---|
XOMXXXX
EXXON MOBIL CORP | | COM | 2,661 | $229,000 | 1.26% | 2013-09-30 | 2013-11-14 | |
|---|
MRK
MERCK & CO INC NEW | United States | COM | 3,974 | $189,000 | 1.04% | 2013-09-30 | 2013-11-14 | +228.59% |
|---|
CVX
CHEVRON CORP NEW | United States | COM | 1,021 | $124,000 | 0.68% | 2013-09-30 | 2013-11-14 | +68.21% |
|---|
VZ
VERIZON COMMUNICATIONS INC | United States | COM | 2,633 | $123,000 | 0.67% | 2013-09-30 | 2013-11-14 | -1.48% |
|---|
LMT
LOCKHEED MARTIN CORP | United States | COM | 675 | $86,000 | 0.47% | 2013-09-30 | 2013-11-14 | +301.58% |
|---|
COP
CONOCOPHILLIPS | United States | COM | 1,200 | $83,000 | 0.46% | 2013-09-30 | 2013-11-14 | +80.46% |
|---|
INTC
INTEL CORP | United States | COM | 3,500 | $80,000 | 0.44% | 2013-09-30 | 2013-11-14 | +405.80% |
|---|
PG
PROCTER & GAMBLE CO | United States | COM | 1,015 | $77,000 | 0.42% | 2013-09-30 | 2013-11-14 | +96.22% |
|---|
SO
SOUTHERN CO | United States | COM | 1,800 | $74,000 | 0.41% | 2013-09-30 | 2013-11-14 | +102.65% |
|---|
PLD
PROLOGIS INC | United States | COM | 1,760 | $66,000 | 0.36% | 2013-09-30 | 2013-11-14 | +252.50% |
|---|
DVN
DEVON ENERGY CORP NEW | United States | COM | 1,121 | $65,000 | 0.36% | 2013-09-30 | 2013-11-14 | -19.32% |
|---|
KO
COCA COLA CO | United States | COM | 1,685 | $64,000 | 0.35% | 2013-09-30 | 2013-11-14 | +129.25% |
|---|
UNP
UNION PAC CORP | United States | COM | 400 | $62,000 | 0.34% | 2013-09-30 | 2013-11-14 | +252.97% |
|---|
EPD
ENTERPRISE PRODS PARTNERS L | United States | COM | 1,000 | $61,000 | 0.33% | 2013-09-30 | 2013-11-14 | +18.02% |
|---|
MDLZ
MONDELEZ INTL INC | United States | CL A | 1,800 | $57,000 | 0.31% | 2013-09-30 | 2013-11-14 | +88.80% |
|---|
HONZZZZ
HONEYWELL INTL INC | | COM | 678 | $56,000 | 0.31% | 2013-09-30 | 2013-11-14 | |
|---|
BMY
BRISTOL MYERS SQUIBB CO | United States | COM | 1,000 | $46,000 | 0.25% | 2013-09-30 | 2013-11-14 | +35.83% |
|---|
D
DOMINION RES INC VA NEW | United States | COM | 732 | $46,000 | 0.25% | 2013-09-30 | 2013-11-14 | -2.94% |
|---|
O
REALTY INCOME CORP | United States | COM | 1,000 | $40,000 | 0.22% | 2013-09-30 | 2013-11-14 | +43.15% |
|---|
IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 208 | $39,000 | 0.21% | 2013-09-30 | 2013-11-14 | +24.26% |
|---|
MSFT
MICROSOFT CORP | United States | COM | 1,088 | $36,000 | 0.20% | 2013-09-30 | 2013-11-14 | +1429.33% |
|---|
MKC
MCCORMICK & CO INC | United States | COM NON VTG | 550 | $36,000 | 0.20% | 2013-09-30 | 2013-11-14 | +49.61% |
|---|
T
AT&T INC | United States | COM | 859 | $29,000 | 0.16% | 2013-09-30 | 2013-11-14 | -4.15% |
|---|
LLY
LILLY ELI & CO | United States | COM | 500 | $25,000 | 0.14% | 2013-09-30 | 2013-11-14 | +2253.73% |
|---|
GLD
SPDR GOLD TRUST | United States | GOLD SHS | 190 | $25,000 | 0.14% | 2013-09-30 | 2013-11-14 | +198.71% |
|---|
STWD
STARWOOD PPTY TR INC | United States | COM | 1,000 | $24,000 | 0.13% | 2013-09-30 | 2013-11-14 | -25.71% |
|---|
COST
COSTCO WHSL CORP NEW | United States | COM | 200 | $23,000 | 0.13% | 2013-09-30 | 2013-11-14 | +702.80% |
|---|
ORCL
ORACLE CORP | United States | COM | 450 | $15,000 | 0.08% | 2013-09-30 | 2013-11-14 | +315.41% |
|---|
QCOM
QUALCOMM INC | United States | COM | 225 | $15,000 | 0.08% | 2013-09-30 | 2013-11-14 | +173.47% |
|---|
GIS
GENERAL MLS INC | United States | COM | 325 | $15,000 | 0.08% | 2013-09-30 | 2013-11-14 | -29.42% |
|---|
AMT
AMERICAN TOWER CORP NEW | United States | COM | 190 | $14,000 | 0.08% | 2013-09-30 | 2013-11-14 | +125.75% |
|---|
CMCSA
COMCAST CORP NEW | United States | CL A | 242 | $11,000 | 0.06% | 2013-09-30 | 2013-11-14 | +2.18% |
|---|
ACCO
ACCO BRANDS CORP | United States | COM | 1,508 | $10,000 | 0.05% | 2013-09-30 | 2013-11-14 | -36.30% |
|---|
EMR
EMERSON ELEC CO | United States | COM | 42 | $3,000 | 0.02% | 2013-09-30 | 2013-11-14 | +143.03% |
|---|
SYY
SYSCO CORP | United States | COM | 100 | $3,000 | 0.02% | 2013-09-30 | 2013-11-14 | +146.59% |
|---|
ADP
AUTOMATIC DATA PROCESSING IN | United States | COM | 39 | $3,000 | 0.02% | 2013-09-30 | 2013-11-14 | +311.96% |
|---|
WMT
WAL-MART STORES INC | United States | COM | 34 | $3,000 | 0.02% | 2013-09-30 | 2013-11-14 | +333.21% |
|---|
MMM
3M CO | United States | COM | 24 | $3,000 | 0.02% | 2013-09-30 | 2013-11-14 | +68.76% |
|---|
GM
GENERAL MTRS CO | United States | COM | 71 | $3,000 | 0.02% | 2013-09-30 | 2013-11-14 | +123.71% |
|---|
AIG
AMERICAN INTL GROUP INC | United States | COM NEW | 45 | $2,000 | 0.01% | 2013-09-30 | 2013-11-14 | +54.78% |
|---|
ABT
ABBOTT LABS | United States | COM | 69 | $2,000 | 0.01% | 2013-09-30 | 2013-11-14 | +204.16% |
|---|
SYK
STRYKER CORP | United States | COM | 36 | $2,000 | 0.01% | 2013-09-30 | 2013-11-14 | +312.44% |
|---|
MCD
MCDONALDS CORP | United States | COM | 25 | $2,000 | 0.01% | 2013-09-30 | 2013-11-14 | +143.20% |
|---|
ZTS
ZOETIS INC | United States | CL A | 58 | $2,000 | 0.01% | 2013-09-30 | 2013-11-14 | +125.90% |
|---|
MSI
MOTOROLA SOLUTIONS INC | United States | COM NEW | 14 | $1,000 | 0.01% | 2013-09-30 | 2013-11-14 | +651.30% |
|---|
NKE
NIKE INC | United States | CL B | 10 | $1,000 | 0.01% | 2013-09-30 | 2013-11-14 | -1.32% |
|---|
TGT
TARGET CORP | United States | COM | 1 | $0 | 0.00% | 2013-09-30 | 2013-11-14 | +144.50% |
|---|
JPM
JPMORGAN CHASE & CO | United States | COM | 5 | $0 | 0.00% | 2013-09-30 | 2013-11-14 | +548.06% |
|---|
SLV
ISHARES SILVER TRUST | United States | ISHARES | 15 | $0 | 0.00% | 2013-09-30 | 2013-11-14 | +165.45% |
|---|
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