MARINER WEALTH ADVISORS, LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 398
New Positions 68
Increased Positions 251
Decreased Positions 112
Positions with Activity 363
Sold Out Positions 23
Total Mkt Value (in $ millions) 1,118

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

Sector Weighting

Basic Materials 1.68%
Capital Goods 1.36%
Conglomerates
Consumer Cyclical 1.02%
Consumer/Non-Cyclical 8.1%
Energy 5.34%
Financial 53.99%
Healthcare 2.46%
Services 5.93%
Technology 10.91%
Transportation 2.34%
Utilities 5.58%

398 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
VANGUARD INDEX FDS REIT ETF 106,388 10,034 10.41 1,279,777
BAIDU INC SPON ADR REP A 71,520 -107 (0.15) 333,848
PROCTER & GAMBLE CO COM 64,146 58,161 971.74 757,964
ISHARES TR CORE S&P500 ETF 49,330 4,851 10.91 232,766
ISHARES TR MSCI EAFE ETF 40,231 4,895 13.85 621,905
ISHARES TR CORE S&P MCP ETF 28,018 1,911 7.32 186,337
SPDR S&P 500 ETF TR TR UNIT 27,746 5,561 25.07 131,836
MARKWEST ENERGY PARTNERS L P UNIT LTD PARTN 27,151 1,017 3.89 414,897
POWERSHARES ETF TRUST FTSE US1500 SM 22,977 3,954 20.79 223,769
EGA EMERGING GLOBAL SHS TR EGSHARE EM DOM 21,617 364 1.71 935,395
APPLE INC COM 17,617 -1,112 (5.94) 139,365
UNITED PARCEL SERVICE INC CL B 17,325 6,651 62.32 172,007
ISHARES TR USA MIN VOL ETF 13,622 5,152 60.83 326,740
WILLIAMS COS INC DEL COM 12,327 992 8.75 256,925
HORMEL FOODS CORP COM 10,777 New 186,006
WEYERHAEUSER CO COM 10,705 -1,517 (12.41) 313,660
ISHARES 1-3 YR CR BD ETF 10,520 879 9.12 99,948
BERKSHIRE HATHAWAY INC DEL CL B NEW 9,635 -666 (6.47) 65,968
ISHARES TR RUS 1000 VAL ETF 9,564 -2,245 (19.01) 91,298
HEARTLAND PMT SYS INC COM 9,482 New 189,973


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