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.
- GLD: Country of operation United States; Class GOLD SHS; Shares 3,276; Value $419,000.
- C: Country of operation United States; Class COM NEW; Shares 8,875; Value $418,000.
- AFL: Country of operation United States; Class COM; Shares 6,411; Value $399,000.
- SRE: Country of operation United States; Class COM; Shares 3,647; Value $382,000.
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 |
|---|
GLD
SPDR GOLD TRUST | United States | GOLD SHS | 3,276 | $419,000 | 0.13% | 2014-06-30 | 2014-08-14 | +199.04% |
|---|
C
CITIGROUP INC | United States | COM NEW | 8,875 | $418,000 | 0.13% | 2014-06-30 | 2014-08-14 | +177.71% |
|---|
AFL
AFLAC INC | United States | COM | 6,411 | $399,000 | 0.13% | 2014-06-30 | 2014-08-14 | +265.11% |
|---|
SRE
SEMPRA ENERGY | United States | COM | 3,647 | $382,000 | 0.12% | 2014-06-30 | 2014-08-14 | +49.33% |
|---|
AXP
AMERICAN EXPRESS CO | United States | COM | 3,851 | $365,000 | 0.12% | 2014-06-30 | 2014-08-14 | +221.91% |
|---|
HD
HOME DEPOT INC | United States | COM | 4,428 | $359,000 | 0.11% | 2014-06-30 | 2014-08-14 | +255.78% |
|---|
BOKF
BOK FINL CORP | United States | COM NEW | 4,955 | $330,000 | 0.11% | 2014-06-30 | 2014-08-14 | +93.12% |
|---|
OSK
OSHKOSH CORP | United States | COM | 5,900 | $328,000 | 0.10% | 2014-06-30 | 2014-08-14 | +137.13% |
|---|
DUK
DUKE ENERGY CORP NEW | United States | COM NEW | 4,315 | $320,000 | 0.10% | 2014-06-30 | 2014-08-14 | +53.94% |
|---|
FCX
FREEPORT-MCMORAN COPPER & GO | United States | COM | 8,631 | $315,000 | 0.10% | 2014-06-30 | 2014-08-14 | +93.95% |
|---|
UNH
UNITEDHEALTH GROUP INC | United States | COM | 3,780 | $309,000 | 0.10% | 2014-06-30 | 2014-08-14 | +358.64% |
|---|
SAIC
SCIENCE APPLICATNS INTL CP N | United States | COM | 6,877 | $304,000 | 0.10% | 2014-06-30 | 2014-08-14 | +190.33% |
|---|
DE
DEERE & CO | United States | COM | 3,300 | $299,000 | 0.10% | 2014-06-30 | 2014-08-14 | +651.52% |
|---|
EMR
EMERSON ELEC CO | United States | COM | 4,491 | $298,000 | 0.09% | 2014-06-30 | 2014-08-14 | +136.95% |
|---|
META
FACEBOOK INC | United States | CL A | 4,371 | $294,000 | 0.09% | 2014-06-30 | 2014-08-14 | +997.92% |
|---|
YUM
YUM BRANDS INC | United States | COM | 3,589 | $291,000 | 0.09% | 2014-06-30 | 2014-08-14 | +135.92% |
|---|
BIIB
BIOGEN IDEC INC | United States | COM | 918 | $289,000 | 0.09% | 2014-06-30 | 2014-08-14 | -27.99% |
|---|
PAA
PLAINS ALL AMERN PIPELINE L | United States | UNIT LTD PARTN | 4,765 | $286,000 | 0.09% | 2014-06-30 | 2014-08-14 | -60.15% |
|---|
LDOS
LEIDOS HLDGS INC | United States | COM | 7,465 | $286,000 | 0.09% | 2014-06-30 | 2014-08-14 | +221.07% |
|---|
CFFN
CAPITOL FED FINL INC | United States | COM | 23,098 | $281,000 | 0.09% | 2014-06-30 | 2014-08-14 | -31.17% |
|---|
FHN
FIRST HORIZON NATL CORP | United States | COM | 23,390 | $277,000 | 0.09% | 2014-06-30 | 2014-08-14 | +94.77% |
|---|
XYL
XYLEM INC | United States | COM | 6,711 | $262,000 | 0.08% | 2014-06-30 | 2014-08-14 | +158.27% |
|---|
D
DOMINION RES INC VA NEW | United States | COM | 3,505 | $251,000 | 0.08% | 2014-06-30 | 2014-08-14 | -15.21% |
|---|
KMI
KINDER MORGAN INC DEL | United States | COM | 6,806 | $247,000 | 0.08% | 2014-06-30 | 2014-08-14 | -16.02% |
|---|
OGS
ONE GAS INC | United States | COM | 6,380 | $241,000 | 0.08% | 2014-06-30 | 2014-08-14 | +91.26% |
|---|
LVS
LAS VEGAS SANDS CORP | United States | COM | 3,141 | $239,000 | 0.08% | 2014-06-30 | 2014-08-14 | -49.72% |
|---|
MOS
MOSAIC CO NEW | United States | COM | 4,690 | $232,000 | 0.07% | 2014-06-30 | 2014-08-14 | -54.66% |
|---|
CMCSA
COMCAST CORP NEW | United States | CL A | 4,309 | $231,000 | 0.07% | 2014-06-30 | 2014-08-14 | -14.12% |
|---|
NTRS
NORTHERN TR CORP | United States | COM | 3,585 | $230,000 | 0.07% | 2014-06-30 | 2014-08-14 | +169.33% |
|---|
EOG
EOG RES INC | United States | COM | 1,967 | $230,000 | 0.07% | 2014-06-30 | 2014-08-14 | +19.51% |
|---|
RRC
RANGE RES CORP | United States | COM | 2,538 | $221,000 | 0.07% | 2014-06-30 | 2014-08-14 | -57.58% |
|---|
ACN
ACCENTURE PLC IRELAND | | SHS CLASS A | 2,708 | $219,000 | 0.07% | 2014-06-30 | 2014-08-14 | +119.10% |
|---|
ORLY
O REILLY AUTOMOTIVE INC NEW | United States | COM | 1,447 | $218,000 | 0.07% | 2014-06-30 | 2014-08-14 | +757.27% |
|---|
SJM
SMUCKER J M CO | United States | COM NEW | 2,001 | $213,000 | 0.07% | 2014-06-30 | 2014-08-14 | +13.26% |
|---|
GM
GENERAL MTRS CO | United States | COM | 5,835 | $212,000 | 0.07% | 2014-06-30 | 2014-08-14 | +121.68% |
|---|
DHR
DANAHER CORP DEL | United States | COM | 2,630 | $207,000 | 0.07% | 2014-06-30 | 2014-08-14 | +327.27% |
|---|
PCH
POTLATCH CORP NEW | United States | COM | 4,980 | $206,000 | 0.07% | 2014-06-30 | 2014-08-14 | |
|---|
RCI
ROGERS COMMUNICATIONS INC | | CL B | 5,104 | $205,000 | 0.07% | 2014-06-30 | 2014-08-14 | -23.30% |
|---|
LOW
LOWES COS INC | United States | COM | 4,163 | $200,000 | 0.06% | 2014-06-30 | 2014-08-14 | +290.21% |
|---|
PSEC
PROSPECT CAPITAL CORPORATION | United States | COM | 11,880 | $126,000 | 0.04% | 2014-06-30 | 2014-08-14 | -80.06% |
|---|
GULTU
GULF COAST ULTRA DEEP RTY TR | United States | ROYALTY TR UNT | 11,523 | $34,000 | 0.01% | 2014-06-30 | 2014-08-14 | |
|---|
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