MARINER WEALTH ADVISORS, LLC Information

4200 W. 115TH STREET, LEAWOOD, Kansas, 66211, (913) 647-9700

Report Date: 03/31/2014

Position Statistics

Total Positions 381
New Positions 36
Increased Positions 143
Decreased Positions 208
Positions with Activity 351
Sold Out Positions 55
Total Mkt Value (in $ millions) 820

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 3.9%
Capital Goods 1.74%
Conglomerates
Consumer Cyclical 1.1%
Consumer/Non-Cyclical 3.55%
Energy 6.04%
Financial 60.85%
Healthcare 2.86%
Services 6.53%
Technology 4.77%
Transportation 2.25%
Utilities 5.43%

381 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
VANGUARD INDEX FDS REIT ETF 77,241 8,368 12.15 1,027,282
ISHARES MSCI EAFE ETF 33,621 16,202 93.01 493,117
MARKWEST ENERGY PARTNERS L P UNIT LTD PARTN 27,966 393 1.43 399,394
SPDR S&P 500 ETF TR TR UNIT 27,584 14,737 114.71 139,935
ISHARES CORE S&P500 ETF 27,332 4,515 19.79 137,728
ISHARES CORE S&P MCP ETF 20,190 5,634 38.70 142,151
POWERSHARES ETF TRUST II SENIOR LN PORT 19,401 7,649 65.09 779,155
EGA EMERGING GLOBAL SHS TR EGSHARE EM DOM 19,061 19,061 New 791,715
POWERSHARES ETF TRUST FTSE US1500 SM 17,541 10,270 141.26 175,319
AUTONATION INC COM 15,708 New 256,549
APPLE INC COM 15,320 -150 (0.97) 160,608
BERKSHIRE HATHAWAY INC DEL CL B NEW 13,449 6,205 85.67 104,455
PLUM CREEK TIMBER CO INC COM 13,042 899 7.41 293,998
WILLIAMS COS INC DEL COM 12,103 156 1.30 209,180
ISHARES EM MK MINVOL ETF 11,781 634 5.69 192,279
WEYERHAEUSER CO COM 11,780 -214 (1.79) 355,886
UNITED PARCEL SERVICE INC CL B 11,463 -483 (4.04) 111,312
PIMCO ETF TR TOTL RETN ETF 10,729 9,600 850.20 98,564
EXXON MOBIL CORP COM 9,911 -536 (5.13) 95,714
HORMEL FOODS CORP COM 9,098 New 186,006