0001580642-18-003886.txt : 20180814 0001580642-18-003886.hdr.sgml : 20180814 20180814125742 ACCESSION NUMBER: 0001580642-18-003886 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180630 FILED AS OF DATE: 20180814 DATE AS OF CHANGE: 20180814 EFFECTIVENESS DATE: 20180814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Mariner Wealth Advisors-Cincinnati, LLC CENTRAL INDEX KEY: 0001567390 IRS NUMBER: 800861455 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15092 FILM NUMBER: 181015864 BUSINESS ADDRESS: STREET 1: 312 WALNUT STREET STREET 2: SUITE 2300 CITY: CINCINNATI STATE: OH ZIP: 45202 BUSINESS PHONE: 513-421-3100 MAIL ADDRESS: STREET 1: 312 WALNUT STREET STREET 2: SUITE 2300 CITY: CINCINNATI STATE: OH ZIP: 45202 FORMER COMPANY: FORMER CONFORMED NAME: RiverPoint Capital Management, LLC DATE OF NAME CHANGE: 20130118 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001567390 XXXXXXXX 06-30-2018 06-30-2018 false Mariner Wealth Advisors-Cincinnati, LLC

312 Walnut Street Suite 2300 Cincinnati OH 45202

13F HOLDINGS REPORT 028-15092 N Annie Taylor 913-387-2792 /s/ Annie Taylor Overland Park KS 08-13-2018 0 294 1688029 INFORMATION TABLE 2 infotable.xml UNITEDHEALTH GROUP INC COM 91324P102 30767 125405 SH DFND 114760 0 10645 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 246 9256 SH DFND 9256 0 0 BHP BILLITON LTD SPONSORED ADR 088606108 235 4698 SH DFND 2648 0 2050 GENERAL ELECTRIC CO COM 369604103 573 42094 SH DFND 40018 0 2076 SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 406 1674 SH DFND 1674 0 0 KINDER MORGAN INC DEL COM 49456B101 823 46595 SH DFND 14448 0 32147 WESTERN DIGITAL CORP COM 958102105 800 10332 SH DFND 10332 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 48674 297211 SH DFND 270869 0 26342 VANGUARD INDEX FDS SML CP GRW ETF 922908595 275 1564 SH DFND 1564 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1956 13928 SH DFND 12471 0 1457 THERMO FISHER SCIENTIFIC INC COM 883556102 529 2555 SH DFND 2555 0 0 SYNAPTICS INC COM 87157D109 447 8880 SH DFND 8510 0 370 BERKSHIRE HATHAWAY 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84744 0 6546 STERICYCLE INC COM 858912108 538 8242 SH DFND 7917 0 325 CITIGROUP INC COM NEW 172967424 1703 25441 SH DFND 24346 0 1095 ROCKWELL AUTOMATION INC COM 773903109 17712 106553 SH DFND 97717 0 8836 TJX COS INC NEW COM 872540109 24671 259200 SH DFND 236856 0 22344 PALO ALTO NETWORKS INC COM 697435105 202 984 SH DFND 930 0 54 CIGNA CORPORATION COM 125509109 3843 22615 SH DFND 19575 0 3040 DANAHER CORP DEL COM 235851102 545 5520 SH DFND 5420 0 100 SPDR SERIES TRUST PORTFOLIO LR ETF 78464A854 1098 34444 SH DFND 9364 0 25080 WORLDPAY INC CL A 981558109 15641 191251 SH DFND 174344 0 16907 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 2554 59535 SH DFND 53262 0 6273 BROWN FORMAN CORP CL A 115637100 223 4565 SH DFND 4565 0 0 TWENTY FIRST CENTY FOX INC CL A 90130A101 522 10512 SH DFND 10212 0 300 ISHARES TR RUSSELL 3000 ETF 464287689 2092 12888 SH DFND 11304 0 1584 EXPRESS SCRIPTS HLDG CO COM 30219G108 533 6897 SH DFND 5465 0 1432 ZIMMER BIOMET HLDGS INC COM 98956P102 545 4889 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500 15675 SH DFND 14785 0 890 ECOLAB INC COM 278865100 1094 7794 SH DFND 6757 0 1037 SPDR S&P 500 ETF TR TR UNIT 78462F103 5592 20615 SH DFND 19315 0 1300 BECTON DICKINSON & CO COM 075887109 32395 135228 SH DFND 124099 0 11129 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 1210 18337 SH DFND 18237 0 100 ISHARES TR RUS MID CAP ETF 464287499 6211 29280 SH DFND 27460 0 1820 ISHARES TR S&P MC 400GR ETF 464287606 329 1462 SH DFND 1462 0 0 NIKE INC CL B 654106103 1136 14262 SH DFND 12842 0 1420 COMCAST CORP NEW CL A 20030N101 670 20433 SH DFND 20233 0 200 MARRIOTT INTL INC NEW CL A 571903202 14213 112265 SH DFND 101231 0 11034 LOWES COS INC COM 548661107 21551 225501 SH DFND 204669 0 20832 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 367 1472 SH DFND 1014 0 458 AMGEN INC COM 031162100 2854 15463 SH DFND 15392 0 71 KEYCORP NEW COM 493267108 199 10188 SH DFND 10188 0 0 COCA COLA CO COM 191216100 1020 23252 SH DFND 23053 0 199 MUTUALFIRST FINL INC COM 62845B104 3147 83376 SH DFND 83376 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 8644 71218 SH DFND 49323 0 21895 VERIZON COMMUNICATIONS INC COM 92343V104 8040 159810 SH DFND 148236 0 11574 BAXTER INTL INC COM 071813109 216 2931 SH DFND 2931 0 0 ISHARES TR RUS 1000 ETF 464287622 630 4146 SH DFND 4101 0 45 SCHLUMBERGER LTD COM 806857108 17522 261399 SH DFND 239201 0 22198 CANADIAN NAT RES LTD COM 136385101 318 8820 SH DFND 8820 0 0 ALLIANCE RES PARTNER L P UT LTD PART 01877R108 788 42932 SH DFND 42932 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 444 6032 SH DFND 5815 0 217 HNI CORP COM 404251100 867 23312 SH DFND 23312 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 252 1913 SH DFND 1913 0 0 EXXON MOBIL CORP COM 30231G102 6323 76426 SH DFND 67735 0 8691 CISCO SYS INC COM 17275R102 2356 54744 SH DFND 47989 0 6755 CORNING INC COM 219350105 379 13773 SH DFND 12310 0 1463 FEDEX CORP COM 31428X106 368 1619 SH DFND 1607 0 12 MICROSOFT CORP COM 594918104 16755 169913 SH DFND 157274 0 12639 WEC ENERGY GROUP INC COM 92939U106 267 4126 SH DFND 3887 0 239 VANGUARD INDEX FDS GROWTH ETF 922908736 541 3613 SH DFND 3401 0 212 CINCINNATI FINL CORP COM 172062101 17193 257155 SH DFND 255342 0 1813 COLGATE PALMOLIVE CO COM 194162103 355 5477 SH DFND 5477 0 0 BROADCOM INC COM 11135F101 1615 6656 SH DFND 5756 0 900 ELBIT SYS LTD ORD M3760D101 288 2425 SH DFND 2125 0 300 INTERNATIONAL BUSINESS MACHS COM 459200101 551 3945 SH DFND 3676 0 269 3M CO COM 88579Y101 26830 136385 SH DFND 124605 0 11780 DIEBOLD NXDF INC COM 253651103 327 27350 SH DFND 25945 0 1405 ILLINOIS TOOL WKS INC COM 452308109 13955 100731 SH DFND 92003 0 8728 GENERAL MTRS CO COM 37045V100 1227 31154 SH DFND 31154 0 0 CATERPILLAR INC DEL COM 149123101 816 6015 SH DFND 5995 0 20 MERIDIAN BIOSCIENCE INC COM 589584101 500 31425 SH DFND 30225 0 1200 AMERICAN ELEC PWR INC COM 025537101 491 7093 SH DFND 6843 0 250 VANGUARD INDEX FDS VALUE ETF 922908744 213 2048 SH DFND 1505 0 543 UNITED PARCEL SERVICE INC CL B 911312106 3209 30205 SH DFND 27054 0 3151 CONOCOPHILLIPS COM 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