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Mariner Wealth Advisors LLC

Portfolio

Holdings
SymbolName CountrySectorIndustryMost recent quarter% of Total Shares% of Total AssetsSharesBook ValueMarket Price ValueFundamental Score 
AMWL.NYSEAmerican Well CorpUSAHealthcareHealth Information Services2024-09-300.026079.6k$1.8m$575.1k
  
  
ANDE.NASDAQThe Andersons IncUSAConsumer DefensiveFood Distribution2024-09-301.6710.051569.3k$25.2m$24m
  
  
APO.NYSEApollo Global Management LLC Class AUSAFinancial ServicesAsset Management2024-09-300.6590.8533.7m$199.7m$579.5m
  
  
ASPS.NASDAQAltisource Portfolio Solutions SAUSAReal EstateReal Estate Services2024-09-300.28076k-$394.1k$58.6k
  
  
ATOS.NASDAQAtossa Genetics IncUSAHealthcareBiotechnology2024-09-300.0840105.9k$62k$95.7k
  
  
AVAL.NYSEGrupo AvalUSAFinancial ServicesBanks - Regional2024-09-300.001016.3k$4.3k$35.7k
  
  
AYRO.NASDAQAYRO IncUSAConsumer CyclicalAuto Manufacturers2024-09-300.294020k$63.9k$13.6k
  
  
BBDO.NYSEBanco Bradesco S/A ADRUSAFinancial ServicesBanks - Regional2024-09-300029.7k$73.8k$52k
  
  
BCSF.NYSEBain Capital Specialty Finance IncUSAFinancial ServicesAsset Management2024-09-300.3190.006205.9k$3.6m$3.4m
  
  
BFI.NASDAQBFI.NASDAQ----0.12032.9k--
  
  
CAPL.NYSECrossamerica Partners LPUSAEnergyOil & Gas Refining & Marketing2024-09-300.2860.004108.7k-$168.1k$2.4m
  
  
CCAP.NASDAQCrescent Capital BDC IncUSAFinancial ServicesAsset Management2024-09-301.7040.021631.6k$12.7m$11.6m
  
  
CFB.NASDAQCrossFirst Bankshares IncUSAFinancial ServicesBanks - Regional2024-09-300.6160.009303.5k$4.6m$4.2m
  
  
DRTS.NASDAQAlpha Tau Medical LtdUSAHealthcareBiotechnology2024-09-300.058040.7k$49.1k$131.6k
  
  
EVO.NASDAQEvotec SE ADRUSAHealthcareDrug Manufacturers - Specialty & Generic2024-09-300.004013.6k$38k$59.3k
  
  
FCAP.NASDAQFirst Capital IncUSAFinancial ServicesBanks - Regional2024-09-300.3280.00110.9k$382.9k$351.3k
  
  
FCF.NYSEFirst Commonwealth FinancialUSAFinancial ServicesBanks - Regional2024-09-302.1080.0652.1m$29.5m$34.1m
  
  
FEMY.NASDAQFemasys IncUSAHealthcareMedical Instruments & Supplies2024-09-300.082018.7k$4.8k$20.2k
  
  
FFNW.NASDAQFirst Financial Northwest IncUSAFinancial ServicesBanks - Regional2024-09-300.8160.00375.2k$1.3m$1.5m
  
  
GAIA.NASDAQGaia IncUSACommunication ServicesEntertainment2024-09-300.6190.001144.8k$585k$624.4k
  
  
IMAB.NASDAQI-MabUSAHealthcareBiotechnology2024-09-300.039031.5k$88.8k$33.1k
  
  
IPA.NASDAQImmunoprecise Antibodies LtdUSAHealthcareBiotechnology2024-10-310.035010k$7.2k$5.2k
  
  
JVA.NASDAQCoffee Holding Co IncUSAConsumer DefensivePackaged Foods2024-07-310.175010k$43.2k$37.4k
  
  
KEP.NYSEKorea Electric Power Corp ADRUSAUtilitiesUtilities - Regulated Electric2024-09-300.0060.00180.4k$1.6m$552.5k
  
  
KNDI.NASDAQKandi Technologies Group IncUSAConsumer CyclicalAuto Parts2024-09-300.025021.5k$101.5k$21.9k
  
  
KRON.NASDAQKronos Bio IncUSAHealthcareBiotechnology2024-09-301.7250.0031m$1.9m$995.2k
  
  
LIDR.NASDAQAeye IncUSATechnologySoftware - Infrastructure2024-09-300.083010k$12.4k$19.3k
  
  
LPL.NYSELG Display Co LtdUSATechnologyConsumer Electronics2024-06-300.0090.00193.1k$571.8k$298k
  
  
MFG.NYSEMizuho Financial Group Inc.USAFinancial ServicesBanks - Regional2024-09-300.0070.007936.3k$4.8m$4.5m
  
  
MOGO.NASDAQMogo IncUSATechnologySoftware - Infrastructure2024-09-302.5450.001617.9k$1.2m$778.6k
  
  
NGL.NYSENGL Energy Partners LPUSAEnergyOil & Gas Midstream2024-09-300.1490.002197k$1m$1m
  
  
NMR.NYSENomura Holdings Inc ADRUSAFinancial ServicesCapital Markets2024-09-300.010.003285.2k$2m$1.5m
  
  
NOTV.NASDAQInotiv IncUSAHealthcareDiagnostics & Research2024-09-300.355092.3k$491.6k$403.4k
  
  
NURO.NASDAQNeuroMetrix IncUSAHealthcareMedical Devices2024-09-300.757015.4k$120.9k$61.3k
  
  
OVV.NYSEOvintiv IncUSAEnergyOil & Gas E&P2024-09-300.8680.1542.2m$91.2m$98.5m
  
  
PRU.NYSEPrudential Financial IncUSAFinancial ServicesInsurance - Life2024-09-300.40.3061.4m$129.3m$163.1m
  
  
PSNY.NASDAQPolestar Automotive Holding UK PLC Class A ADSUSAConsumer CyclicalAuto Manufacturers2024-06-300.0530.0031.1m-$666.6k$1.2m
  
  
PSO.NYSEPearson PLC ADRUSACommunication ServicesPublishing2024-06-300.0280.005187.7k$1.2m$2.9m
  
  
RC.NYSEReady Capital CorpUSAReal EstateREIT - Mortgage2024-09-300.4660.013783.5k$10.7m$5.1m
  
  
RKDA.NASDAQArcadia Biosciences IncUSAConsumer DefensivePackaged Foods2024-09-301.832025k$185.8k$125k
  
  
RLX.NYSERLX Technology IncUSAConsumer DefensiveTobacco2024-09-300.1060.0051.6m$2.7m$3.5m
  
  
RLYB.NASDAQRallybio CorpUSAHealthcareBiotechnology2024-09-300.9780.001405.6k$644.1k$381.2k
  
  
RPID.NASDAQRapid Micro Biosystems IncUSAHealthcareMedical Devices2024-09-300.098042k$81.1k$43.2k
  
  
SCWO.NASDAQ374Water Inc. Common StockUSAIndustrialsPollution & Treatment Controls2024-09-300.1280182.9k$10.7k$114.7k
  
  
SLDP.NASDAQSolid Power IncUSAConsumer CyclicalAuto Parts2024-09-300.1230.001222.5k$542.2k$389.5k
  
  
SLQT.NYSESelectquote IncUSAFinancial ServicesInsurance Brokers2024-09-303.6810.0246.3m$9.9m$25.1m
  
  
SLS.NASDAQSellas Life Sciences Group IncUSAHealthcareBiotechnology2024-09-300.067047.4k$10.7k$45.2k
  
  
SURG.NASDAQSurgepays IncUSATechnologySoftware - Application2024-09-300.215043.4k$71.6k$72.9k
  
  
TEO.NYSETelecom Argentina SA ADRUSACommunication ServicesTelecom Services2024-09-300.007030.3k$73.7k$416k
  
  
TIGO.NASDAQMillicom International Cellular SAUSACommunication ServicesTelecom Services2024-09-300.0160.00127.9k$603.9k$666.9k
  
  
TLSA.NASDAQTiziana Life Sciences LtdUSAHealthcareBiotechnology2024-03-310.01010k$530.00$8.4k
  
  
TMC.NASDAQTMC.NASDAQ----0.050162.2k--
  
  
TREE.NASDAQTREE.NASDAQ----12.270.1691.6m--
  
  
UP.NYSEUP.NYSE----0.0240.001166.2k--
  
  
VEEE.NASDAQVEEE.NASDAQ----0.431064.1k--
  
  
VEL.NYSEVEL.NYSE----0.230.00376.1k--
  
  
VOC.NYSEVOC.NYSE----0.061010.3k--
  
  
VTNR.NASDAQVTNR.NASDAQ----0.1550144.4k--
  
  
VWE.NASDAQVWE.NASDAQ----0.034020.5k--
  
  
XLO.NASDAQXLO.NASDAQ----0.055025.3k--
  
  

Trades

Buys
Report date: 2024-09-30
TradeCurrent
SymbolShares%Total$ RangePrice%
AYRO.NASDAQ20k-16k1-1$0.68-0.1%
BBDO.NYSE29.7k-68.9k2-3$1.75-10.3%
LIDR.NASDAQ10k-13.5k1-2$1.9387.4%
NURO.NASDAQ15.4k-56.6k3-4$3.9749.2%
RKDA.NASDAQ25k-71.7k2-3$5.00108.3%
RPID.NASDAQ42k-32.6k1-1$1.0377.6%
XLO.NASDAQ25.3k-22.2k1-1--
Report date: 2024-06-30
TradeCurrent
SymbolShares%Total$ RangePrice%
EVO.NASDAQ12.3k-69k4-8$4.3610.7%
KNDI.NASDAQ21.5k-47.3k2-3$1.02-42.0%
NGL.NYSE197.7k-1.1m5-6$5.308.2%
TLSA.NASDAQ10k-7.3k0-1$0.84104.9%
VOC.NYSE10.3k-58.2k5-7--
VTNR.NASDAQ158.8k-186.3k1-2--
Sells
Report date: 2024-09-30
TradeCurrent
SymbolShares%TotalPrice RangePrice%
VOC.NYSE-10.3k-100.0-51.5k4-6--
Report date: 2024-06-30
TradeCurrent
SymbolShares%Total$ RangePrice%
BBDO.NYSE-15.4k-100.0-35.8k2-3$1.75-12.5%
PETV.NASDAQ-18.2k-100.0-12.8k0-1--
STRR.NASDAQ-2.4k-100.0-3.1k1-5--
YGMZ.NASDAQ-18.1k-100.0-6.9k0-1--
Report date: 2024-03-31
TradeCurrent
SymbolShares%TotalPrice RangePrice%
BRTX.NASDAQ-26.8k-100.0-41.3k1-4--
Adds
Report date: 2024-09-30
TradeCurrent
SymbolShares%Total$ RangePrice%
ASPS.NASDAQ50k192.361k1-2$0.77-22.0%
BCSF.NYSE1.6k0.827.1k15-17$16.9210.7%
CAPL.NYSE24.6k29.4494.7k18-21$22.2720.8%
CFB.NASDAQ246.000.14.1k14-19$14.113.6%
EVO.NASDAQ1.3k10.65.1k3-5$4.3653.0%
FFNW.NASDAQ3k4.266.9k21-23$20.59-0.3%
LPL.NYSE38.5k70.7159.6k4-5$3.20-10.9%
MOGO.NASDAQ12k2.015.9k1-2$1.2615.6%
OVV.NYSE317.5k16.313.7m37-50$43.6118.2%
PRU.NYSE31.5k2.33.7m104-129$114.539.7%
PSNY.NASDAQ160.5k16.8173.1k1-2$1.1588.5%
PSO.NYSE22.1k13.4297.1k12-14$15.7427.7%
RLX.NYSE1.6m6,182.92.8m2-2$2.1543.3%
SCWO.NASDAQ1.1k0.71.4k1-2$0.63-34.0%
SLDP.NASDAQ8.5k4.013.4k1-2$1.7548.3%
SLQT.NYSE104.5k1.7342.8k2-4$3.98126.1%
SLS.NASDAQ2.5k5.63k1-1$0.95-9.7%
TEO.NYSE129.000.4923.046-9$13.72148.6%
TIGO.NASDAQ1.5k5.739.2k24-29$23.84-0.7%
TMC.NASDAQ10.3k6.811.6k1-2--
TREE.NASDAQ1.6m7,186.383.5m39-62--
UP.NYSE26.4k18.964.5k2-5--
VEEE.NASDAQ45k235.422.7k0-1--
VEL.NYSE3.7k5.170.1k17-20--
Report date: 2024-06-30
TradeCurrent
SymbolShares%Total$ RangePrice%
ANDE.NASDAQ6.4k1.1343.7k48-61$42.22-11.9%
APO.NYSE13.5k0.41.5m106-120$155.3946.9%
AVAL.NYSE34.2k21.381.2k2-3$2.183.8%
DRTS.NASDAQ3.3k8.68.4k2-3$3.2384.6%
FFNW.NASDAQ7.000.0145.2920-22$20.592.2%
KRON.NASDAQ962.2k1,221.1979.9k1-1$0.9638.6%
MFG.NYSE33.7k3.7133.7k4-4$4.8328.1%
MOGO.NASDAQ4.4k0.77.6k1-2$1.26-3.8%
NMR.NYSE9.6k3.557.3k6-6$5.561.1%
OVV.NYSE118.6k6.55.9m45-56$43.61-3.5%
PRU.NYSE63.8k4.87.3m107-121$114.537.2%
PSNY.NASDAQ660k224.5734.9k1-2$1.1576.9%
RC.NYSE5.7k0.748.9k8-9$6.56-17.3%
SLDP.NASDAQ93.7k77.9161.8k1-2$1.7518.2%
SLQT.NYSE19.8k0.347.7k1-3$3.98168.9%
SLS.NASDAQ19.6k77.926.7k1-2$0.9517.7%
SURG.NASDAQ15.9k57.860k3-4$1.68-44.6%
VEL.NYSE15.5k27.3273.8k16-20--
Reduces
Report date: 2024-09-30
TradeCurrent
SymbolShares%Total$ RangePrice%
ANDE.NASDAQ-33.8k-5.6-1.6m45-56$42.22-5.4%
AVAL.NYSE-178.4k-91.6-373.6k2-2$2.1812.4%
CCAP.NASDAQ-31.6k-4.8-587.8k17-20$18.529.9%
DRTS.NASDAQ-1.1k-2.7-2.5k2-3$3.2367.4%
FCF.NYSE-506.4k-19.1-8.3m14-19$15.8916.2%
MFG.NYSE-3.2k-0.3-13.6k3-5$4.8340.0%
NGL.NYSE-701.00-0.4-3.1k4-5$5.3035.9%
RLYB.NASDAQ-2.000.0-2.411-2$0.94-13.0%
VTNR.NASDAQ-14.3k-9.0-7.9k0-1--
Report date: 2024-06-30
TradeCurrent
SymbolShares%Total$ RangePrice%
AMWL.NYSE-17.1k-17.7-8.6k0-1$7.222,121.5%
BCSF.NYSE-1.7k-0.8-28.3k15-17$16.929.3%
CAPL.NYSE-66.00-0.1-1.4k19-24$22.2718.4%
CCAP.NASDAQ-50.2k-7.0-896.8k17-19$18.529.7%
CFB.NASDAQ-9.4k-3.0-122.5k11-14$14.1132.6%
FCF.NYSE-19.8k-0.7-266.3k12-14$15.8928.0%
KEP.NYSE-4.7k-5.6-35.9k7-8$6.870.6%
NOTV.NASDAQ-1,000.00-1.1-3.6k2-11$4.37173.1%
PSO.NYSE-8k-4.6-99.1k12-13$15.7433.6%
TEO.NYSE-2k-6.4-16.3k7-10$13.72106.3%
TIGO.NASDAQ-1.6k-6.0-37.4k19-26$23.8422.3%
VEEE.NASDAQ-10k-34.3-7.4k1-1--

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