MARINER WEALTH ADVISORS-OKLAHOMA, LLC current holdings: USA Stocks
MARINER WEALTH ADVISORS-OKLAHOMA, LLC reported $0.25 billion in share positions in stocks (listed in the US), 141 positions, in its Form 13F for the quarter ended 2014-06-30; the largest are AAPL, AN, XOMXXXX.
- AAPL: Country of operation United States; Class COM; Shares 172,759; Value $16,054,000.
- AN: Country of operation United States; Class COM; Shares 256,549; Value $15,311,000.
- XOMXXXX: Country of operation —; Class COM; Shares 136,757; Value $13,769,000.
- WY: Country of operation United States; Class COM; Shares 356,024; Value $11,781,000.
Form 13F-HR as filed (SEC CIK 1570999): quarter ended 2014-06-30, filed 2014-08-14. 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 2014-06-30 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 |
|---|---|---|---|---|---|---|---|---|
| AAPL APPLE INC | United States | COM | 172,759 | $16,054,000 | 5.11% | 2014-06-30 | 2014-08-14 | |
| AN AUTONATION INC | United States | COM | 256,549 | $15,311,000 | 4.88% | 2014-06-30 | 2014-08-14 | +162.73% |
| XOMXXXX EXXON MOBIL CORP | COM | 136,757 | $13,769,000 | 4.39% | 2014-06-30 | 2014-08-14 | ||
| WY WEYERHAEUSER CO | United States | COM | 356,024 | $11,781,000 | 3.75% | 2014-06-30 | 2014-08-14 | -40.92% |
| WMB WILLIAMS COS INC DEL | United States | COM | 199,262 | $11,599,000 | 3.69% | 2014-06-30 | 2014-08-14 | +17.90% |
| UPS UNITED PARCEL SERVICE INC | United States | CL B | 111,142 | $11,410,000 | 3.63% | 2014-06-30 | 2014-08-14 | -8.50% |
| HRL HORMEL FOODS CORP | United States | COM | 186,006 | $9,179,000 | 2.92% | 2014-06-30 | 2014-08-14 | -19.55% |
| BRKB BERKSHIRE HATHAWAY INC DEL | CL B NEW | 71,021 | $8,988,000 | 2.86% | 2014-06-30 | 2014-08-14 | ||
| JNJ JOHNSON & JOHNSON | United States | COM | 62,778 | $6,568,000 | 2.09% | 2014-06-30 | 2014-08-14 | +155.75% |
| PG PROCTER & GAMBLE CO | United States | COM | 68,864 | $5,412,000 | 1.72% | 2014-06-30 | 2014-08-14 | +88.73% |
| COP CONOCOPHILLIPS | United States | COM | 52,712 | $4,519,000 | 1.44% | 2014-06-30 | 2014-08-14 | +46.32% |
| CVX CHEVRON CORP NEW | United States | COM | 32,710 | $4,270,000 | 1.36% | 2014-06-30 | 2014-08-14 | +56.55% |
| JPM JPMORGAN CHASE & CO | United States | COM | 71,924 | $4,144,000 | 1.32% | 2014-06-30 | 2014-08-14 | +481.36% |
| WFC WELLS FARGO & CO NEW | United States | COM | 76,905 | $4,042,000 | 1.29% | 2014-06-30 | 2014-08-14 | +53.12% |
| DIS DISNEY WALT CO | United States | COM DISNEY | 41,417 | $3,551,000 | 1.13% | 2014-06-30 | 2014-08-14 | +22.94% |
| QCOM QUALCOMM INC | United States | COM | 43,706 | $3,462,000 | 1.10% | 2014-06-30 | 2014-08-14 | +132.45% |
| FMC F M C CORP | United States | COM NEW | 47,810 | $3,404,000 | 1.08% | 2014-06-30 | 2014-08-14 | — split 2025-10-30, ratio not on file |
| CAT CATERPILLAR INC DEL | United States | COM | 28,714 | $3,120,000 | 0.99% | 2014-06-30 | 2014-08-14 | +660.69% |
| SLB SCHLUMBERGER LTD | COM | 23,826 | $2,810,000 | 0.89% | 2014-06-30 | 2014-08-14 | -57.72% | |
| V VISA INC | United States | COM CL A | 12,754 | $2,687,000 | 0.86% | 2014-06-30 | 2014-08-14 | +594.53% |
| UNP UNION PAC CORP | United States | COM | 26,607 | $2,654,000 | 0.85% | 2014-06-30 | 2014-08-14 | +174.84% |
| T AT&T INC | United States | COM | 69,054 | $2,442,000 | 0.78% | 2014-06-30 | 2014-08-14 | -8.35% |
| OGE OGE ENERGY CORP | United States | COM | 59,720 | $2,334,000 | 0.74% | 2014-06-30 | 2014-08-14 | +16.12% |
| GILD GILEAD SCIENCES INC | United States | COM | 28,100 | $2,330,000 | 0.74% | 2014-06-30 | 2014-08-14 | +82.46% |
| CTSH COGNIZANT TECHNOLOGY SOLUTIO | United States | CL A | 45,756 | $2,238,000 | 0.71% | 2014-06-30 | 2014-08-14 | +16.21% |
| JLL JONES LANG LASALLE INC | United States | COM | 17,646 | $2,230,000 | 0.71% | 2014-06-30 | 2014-08-14 | +146.06% |
| MTB M & T BK CORP | United States | COM | 17,094 | $2,121,000 | 0.68% | 2014-06-30 | 2014-08-14 | +75.33% |
| CL COLGATE PALMOLIVE CO | United States | COM | 29,759 | $2,029,000 | 0.65% | 2014-06-30 | 2014-08-14 | +26.81% |
| NKE NIKE INC | United States | CL B | 24,514 | $1,901,000 | 0.61% | 2014-06-30 | 2014-08-14 | -7.58% |
| SPH SUBURBAN PROPANE PARTNERS L | United States | UNIT LTD PARTN | 41,269 | $1,898,000 | 0.60% | 2014-06-30 | 2014-08-14 | -63.89% |
| PEP PEPSICO INC | United States | COM | 20,979 | $1,874,000 | 0.60% | 2014-06-30 | 2014-08-14 | +44.05% |
| CBSH COMMERCE BANCSHARES INC | United States | COM | 40,224 | $1,870,000 | 0.60% | 2014-06-30 | 2014-08-14 | +75.82% |
| CMI CUMMINS INC | United States | COM | 12,041 | $1,858,000 | 0.59% | 2014-06-30 | 2014-08-14 | +237.92% |
| OKE ONEOK INC NEW | United States | COM | 26,435 | $1,800,000 | 0.57% | 2014-06-30 | 2014-08-14 | +27.59% |
| PFE PFIZER INC | United States | COM | 60,010 | $1,781,000 | 0.57% | 2014-06-30 | 2014-08-14 | +1.99% |
| KO COCA COLA CO | United States | COM | 41,873 | $1,774,000 | 0.57% | 2014-06-30 | 2014-08-14 | +105.00% |
| BAC BANK OF AMERICA CORPORATION | United States | COM | 114,658 | $1,762,000 | 0.56% | 2014-06-30 | 2014-08-14 | +257.58% |
| MMM 3M CO | United States | COM | 11,926 | $1,708,000 | 0.54% | 2014-06-30 | 2014-08-14 | +40.68% |
| VFC V F CORP | United States | COM | 26,499 | $1,669,000 | 0.53% | 2014-06-30 | 2014-08-14 | -75.56% |
| PB PROSPERITY BANCSHARES INC | United States | COM | 26,642 | $1,668,000 | 0.53% | 2014-06-30 | 2014-08-14 | +6.88% |
| COF CAPITAL ONE FINL CORP | United States | COM | 19,086 | $1,576,000 | 0.50% | 2014-06-30 | 2014-08-14 | +137.85% |
| VZ VERIZON COMMUNICATIONS INC | United States | COM | 31,936 | $1,563,000 | 0.50% | 2014-06-30 | 2014-08-14 | -6.03% |
| PRGO PERRIGO CO PLC | Ireland | SHS | 10,682 | $1,557,000 | 0.50% | 2014-06-30 | 2014-08-14 | -89.71% |
| HP HELMERICH & PAYNE INC | United States | COM | 13,360 | $1,551,000 | 0.49% | 2014-06-30 | 2014-08-14 | -68.47% |
| WMT WAL-MART STORES INC | United States | COM | 20,338 | $1,527,000 | 0.49% | 2014-06-30 | 2014-08-14 | +326.80% |
| IBM INTERNATIONAL BUSINESS MACHS | United States | COM | 8,040 | $1,457,000 | 0.46% | 2014-06-30 | 2014-08-14 | +26.94% |
| MCD MCDONALDS CORP | United States | COM | 14,004 | $1,411,000 | 0.45% | 2014-06-30 | 2014-08-14 | +132.26% |
| MSFT MICROSOFT CORP | United States | COM | 32,944 | $1,374,000 | 0.44% | 2014-06-30 | 2014-08-14 | +1120.53% |
| GIS GENERAL MLS INC | United States | COM | 25,855 | $1,358,000 | 0.43% | 2014-06-30 | 2014-08-14 | -35.63% |
| SBUX STARBUCKS CORP | United States | COM | 16,641 | $1,288,000 | 0.41% | 2014-06-30 | 2014-08-14 | +146.65% |
| EBAY EBAY INC | United States | COM | 25,133 | $1,258,000 | 0.40% | 2014-06-30 | 2014-08-14 | +399.34% |
| COR AMERISOURCEBERGEN CORP | United States | COM | 17,206 | $1,250,000 | 0.40% | 2014-06-30 | 2014-08-14 | +323.34% |
| VRSK VERISK ANALYTICS INC | United States | CL A | 20,525 | $1,232,000 | 0.39% | 2014-06-30 | 2014-08-14 | +176.47% |
| ET ENERGY TRANSFER EQUITY L P | United States | COM UT LTD PTN | 20,491 | $1,208,000 | 0.38% | 2014-06-30 | 2014-08-14 | — split 2016-02-08, ratio not on file |
| KMB KIMBERLY CLARK CORP | United States | COM | 10,708 | $1,191,000 | 0.38% | 2014-06-30 | 2014-08-14 | -7.17% |
| MA MASTERCARD INC | United States | CL A | 16,139 | $1,186,000 | 0.38% | 2014-06-30 | 2014-08-14 | +667.09% |
| MCHP MICROCHIP TECHNOLOGY INC | United States | COM | 23,403 | $1,142,000 | 0.36% | 2014-06-30 | 2014-08-14 | +222.80% |
| OXY OCCIDENTAL PETE CORP DEL | United States | COM | 11,122 | $1,141,000 | 0.36% | 2014-06-30 | 2014-08-14 | — split 2020-03-09, ratio not on file |
| PSX PHILLIPS 66 | United States | COM | 14,163 | $1,139,000 | 0.36% | 2014-06-30 | 2014-08-14 | +213.63% |
| MRK MERCK & CO INC NEW | United States | COM | 19,423 | $1,124,000 | 0.36% | 2014-06-30 | 2014-08-14 | +170.43% |
| EPD ENTERPRISE PRODS PARTNERS L | United States | COM | 13,766 | $1,078,000 | 0.34% | 2014-06-30 | 2014-08-14 | -7.99% |
| LLY LILLY ELI & CO | United States | COM | 16,434 | $1,022,000 | 0.33% | 2014-06-30 | 2014-08-14 | +1805.47% |
| SYY SYSCO CORP | United States | COM | 25,240 | $945,000 | 0.30% | 2014-06-30 | 2014-08-14 | +109.59% |
| LKQ LKQ CORP | United States | COM | 34,597 | $923,000 | 0.29% | 2014-06-30 | 2014-08-14 | -13.41% |
| OTTR OTTER TAIL CORP | United States | COM | 29,761 | $901,000 | 0.29% | 2014-06-30 | 2014-08-14 | +194.32% |
| ORCL ORACLE CORP | United States | COM | 22,178 | $899,000 | 0.29% | 2014-06-30 | 2014-08-14 | +239.97% |
| ANDE ANDERSONS INC | United States | COM | 17,038 | $879,000 | 0.28% | 2014-06-30 | 2014-08-14 | +28.36% |
| CSCO CISCO SYS INC | United States | COM | 34,929 | $868,000 | 0.28% | 2014-06-30 | 2014-08-14 | +330.34% |
| F FORD MTR CO DEL | United States | COM PAR $0.01 | 48,944 | $844,000 | 0.27% | 2014-06-30 | 2014-08-14 | -28.65% |
| INTC INTEL CORP | United States | COM | 25,496 | $788,000 | 0.25% | 2014-06-30 | 2014-08-14 | +275.18% |
| GPC GENUINE PARTS CO | United States | COM | 8,706 | $764,000 | 0.24% | 2014-06-30 | 2014-08-14 | +44.59% |
| ARLP ALLIANCE RES PARTNER L P | United States | UT LTD PART | 15,632 | $729,000 | 0.23% | 2014-06-30 | 2014-08-14 | — split 2020-03-19, ratio not on file |
| WM WASTE MGMT INC DEL | United States | COM | 16,276 | $728,000 | 0.23% | 2014-06-30 | 2014-08-14 | +362.98% |
| BA BOEING CO | United States | COM | 5,557 | $707,000 | 0.23% | 2014-06-30 | 2014-08-14 | +47.51% |
| MO ALTRIA GROUP INC | United States | COM | 16,624 | $697,000 | 0.22% | 2014-06-30 | 2014-08-14 | +63.85% |
| ABBV ABBVIE INC | United States | COM | 12,060 | $681,000 | 0.22% | 2014-06-30 | 2014-08-14 | +366.50% |
| SYK STRYKER CORP | United States | COM | 7,608 | $642,000 | 0.20% | 2014-06-30 | 2014-08-14 | +230.61% |
| RYN RAYONIER INC | United States | COM | 18,000 | $640,000 | 0.20% | 2014-06-30 | 2014-08-14 | -47.74% |
| AIG AMERICAN INTL GROUP INC | United States | COM NEW | 11,234 | $613,000 | 0.20% | 2014-06-30 | 2014-08-14 | +37.91% |
| NGL NGL ENERGY PARTNERS LP | United States | COM UNIT REPST | 13,709 | $594,000 | 0.19% | 2014-06-30 | 2014-08-14 | — split 2020-03-09, ratio not on file |
| USB US BANCORP DEL | United States | COM NEW | 13,495 | $585,000 | 0.19% | 2014-06-30 | 2014-08-14 | +34.21% |
| MAT MATTEL INC | United States | COM | 14,888 | $580,000 | 0.18% | 2014-06-30 | 2014-08-14 | -66.08% |
| VLY VALLEY NATL BANCORP | United States | COM | 58,204 | $577,000 | 0.18% | 2014-06-30 | 2014-08-14 | +28.36% |
| AMGN AMGEN INC | United States | COM | 4,849 | $574,000 | 0.18% | 2014-06-30 | 2014-08-14 | +257.89% |
| DVN DEVON ENERGY CORP NEW | United States | COM | 7,076 | $562,000 | 0.18% | 2014-06-30 | 2014-08-14 | -41.31% |
| ADP AUTOMATIC DATA PROCESSING IN | United States | COM | 7,033 | $558,000 | 0.18% | 2014-06-30 | 2014-08-14 | +276.15% |
| PM PHILIP MORRIS INTL INC | United States | COM | 6,401 | $540,000 | 0.17% | 2014-06-30 | 2014-08-14 | +129.98% |
| AMZN AMAZON COM INC | United States | COM | 1,625 | $528,000 | 0.17% | 2014-06-30 | 2014-08-14 | +1418.90% |
| ABT ABBOTT LABS | United States | COM | 12,850 | $526,000 | 0.17% | 2014-06-30 | 2014-08-14 | +146.82% |
| CVS CVS CAREMARK CORPORATION | United States | COM | 6,699 | $505,000 | 0.16% | 2014-06-30 | 2014-08-14 | +15.56% |
| K KELLOGG CO | United States | COM | 7,322 | $481,000 | 0.15% | 2014-06-30 | 2014-08-14 | |
| SO SOUTHERN CO | United States | COM | 10,581 | $480,000 | 0.15% | 2014-06-30 | 2014-08-14 | +83.89% |
| HONZZZZ HONEYWELL INTL INC | COM | 4,976 | $463,000 | 0.15% | 2014-06-30 | 2014-08-14 | ||
| CLX CLOROX CO DEL | United States | COM | 5,056 | $462,000 | 0.15% | 2014-06-30 | 2014-08-14 | -10.72% |
| BMY BRISTOL MYERS SQUIBB CO | United States | COM | 9,473 | $460,000 | 0.15% | 2014-06-30 | 2014-08-14 | +29.58% |
| TMO THERMO FISHER SCIENTIFIC INC | United States | COM | 3,794 | $448,000 | 0.14% | 2014-06-30 | 2014-08-14 | +475.94% |
| UMBF UMB FINL CORP | United States | COM | 7,015 | $445,000 | 0.14% | 2014-06-30 | 2014-08-14 | +107.98% |
| AEP AMERICAN ELEC PWR INC | United States | COM | 7,858 | $438,000 | 0.14% | 2014-06-30 | 2014-08-14 | +113.91% |
| COST COSTCO WHSL CORP NEW | United States | COM | 3,764 | $433,000 | 0.14% | 2014-06-30 | 2014-08-14 | +702.87% |
| TGT TARGET CORP | United States | COM | 7,476 | $433,000 | 0.14% | 2014-06-30 | 2014-08-14 | +169.94% |
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| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Not available yet | |||