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Scott Marsh Financial, LLC

SEC CIK
0002081102
Latest filing
Aug 14, 2025

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only.

Institution overview
Positions
248
No filing for Q1 2025
Portfolio value
$269.7M
No filing for Q1 2025
Filed
Aug 14, 2025
SEC

Scott Marsh Financial, LLC did not file a 13F for Q1 2025, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of Scott Marsh Financial, LLC in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock61,640$12.6M4.7%––History
MSFTMicrosoft CorpStock21,802$10.8M4.0%––History
AMZNAmazon Com IncStock40,242$8.83M3.3%––History
NVDANVIDIA CorpStock47,610$7.52M2.8%––History
ORCLOracle CorpStock26,952$5.89M2.2%––History
VVisa Inc.Stock15,066$5.35M2.0%––History
NFLXNetflix IncStock3,412$4.57M1.7%––History
METAMeta Platforms, Inc.Stock5,746$4.24M1.6%––History
GOOGAlphabet Inc.Stock23,106$4.10M1.5%––History
GOOGLAlphabet Inc.Stock20,372$3.59M1.3%––History
MAMastercard IncStock6,042$3.40M1.3%––History
TSLATesla, Inc.Stock10,382$3.30M1.2%––History
Vanguard S&P 500 ETF922908363ETF5,352$3.04M1.1%–––
ABTAbbott LaboratoriesStock21,574$2.93M1.1%––History
BABoeing CoStock13,882$2.91M1.1%––History
LLYEli Lilly & CoStock3,724$2.90M1.1%––History
MSCIMSCI Inc.Stock4,858$2.80M1.0%––History
AMEAmetek IncCOM12,884$2.33M0.9%––History
ADBEAdobe Inc.Stock6,022$2.33M0.9%––History
JPMJPMorgan Chase & CoStock7,972$2.31M0.9%––History
ZTSZoetis Inc.Stock14,694$2.29M0.8%––History
NOWServiceNow, Inc.Stock2,110$2.17M0.8%––History
QCOMQualcomm IncStock12,554$2.00M0.7%––History
WisdomTree Tr97717X669US QTLY DIV GRT23,038$1.93M0.7%–––
AONAon plcCL A5,356$1.91M0.7%––History
SBUXStarbucks CorpStock20,732$1.90M0.7%––History
ACNAccenture plcStock6,316$1.89M0.7%––History
iShares Tr46434V4070-5YR HI YL CP43,177$1.86M0.7%–––
WABWestinghouse Air Brake Technologies CorpStock8,886$1.86M0.7%––History
PMPhilip Morris International Inc.Stock10,152$1.85M0.7%––History
SHOPShopify Inc.Stock15,964$1.84M0.7%––History
MPWRMonolithic Power Systems, Inc.COM2,468$1.81M0.7%––History
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF18,672$1.78M0.7%–––
VZVerizon Communications IncStock40,936$1.77M0.7%––History
TMOThermo Fisher Scientific Inc.Stock4,330$1.76M0.7%––History
AMATApplied Materials IncStock9,540$1.75M0.6%––History
iShares Tr46435U853BROAD USD HIGH45,836$1.72M0.6%–––
ABNBAirbnb, Inc.Stock12,594$1.67M0.6%––History
EFXEquifax IncCOM6,372$1.65M0.6%––History
RTXRTX CorpStock10,898$1.59M0.6%––History
BRK.BBerkshire Hathaway IncStock3,264$1.59M0.6%––History
WDAYWorkday, Inc.CL A6,530$1.57M0.6%––History
GLWCorning IncCOM29,176$1.53M0.6%––History
BACBank of America CorpStock32,272$1.53M0.6%––History
FCXFreeport-McMoran IncStock34,740$1.51M0.6%––History
SPYSPDR S&P 500 ETF TrustETF2,393$1.48M0.5%––History
PNRPENTAIR plcSHS14,134$1.45M0.5%––History
BRBroadridge Financial Solutions, Inc.Stock5,948$1.45M0.5%––History
CCitigroup IncStock16,900$1.44M0.5%––History
AVGOBroadcom Inc.Stock5,150$1.42M0.5%––History
Schwab U.S. Mid-Cap ETF808524508ETF50,112$1.41M0.5%–––
LOWLowes Companies IncStock6,236$1.38M0.5%––History
CVSCVS Health CorpStock20,014$1.38M0.5%––History
VRSKVerisk Analytics, Inc.COM4,372$1.36M0.5%––History
MSMorgan StanleyStock9,596$1.35M0.5%––History
AMTAmerican Tower CorpREIT6,094$1.35M0.5%––History
COOCooper Companies, Inc.COM18,476$1.31M0.5%––History
IDXXIDEXX Laboratories IncCOM2,448$1.31M0.5%––History
RMBSRambus IncCOM20,362$1.30M0.5%––History
WSTWest Pharmaceutical Services IncCOM5,906$1.29M0.5%––History
iShares U.S. Treasury Bond ETF46429B267ETF56,095$1.29M0.5%–––
CATCaterpillar IncStock3,290$1.28M0.5%––History
THCTenet Healthcare CorpCOM NEW7,250$1.28M0.5%––History
CVXChevron CorpStock8,902$1.27M0.5%––History
AIGAmerican International Group, Inc.Stock14,692$1.26M0.5%––History
WFCWells Fargo & CompanyStock15,576$1.25M0.5%––History
ODFLOld Dominion Freight Line, Inc.COM7,390$1.20M0.4%––History
POOLPool CorpCOM4,108$1.20M0.4%––History
HEI.AHeico CorpCL A4,579$1.18M0.4%––History
ALGNAlign Technology IncCOM6,252$1.18M0.4%––History
BROBrown & Brown, Inc.Stock10,656$1.18M0.4%––History
ACIWAci Worldwide, Inc.Stock25,602$1.18M0.4%––History
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF28,884$1.17M0.4%–––
EPAMEPAM Systems, Inc.COM6,608$1.17M0.4%––History
LIILennox International IncCOM1,992$1.14M0.4%––History
DPZDominos Pizza IncCOM2,522$1.14M0.4%––History
SPDR Series Trust78464A383ST STR BACKE ETF50,375$1.11M0.4%–––
WMBWilliams Companies, Inc.COM17,416$1.09M0.4%––History
HLIHoulihan Lokey, Inc.CL A5,973$1.07M0.4%––History
PAYCPaycom Software, Inc.Stock4,628$1.07M0.4%––History
CICigna GroupStock3,214$1.06M0.4%––History
MPCMarathon Petroleum CorpStock6,326$1.05M0.4%––History
ROSTRoss Stores, Inc.COM8,198$1.05M0.4%––History
AESAES CorpStock97,720$1.03M0.4%––History
OLEDUniversal Display CorpCOM6,560$1.01M0.4%––History
STRLSterling Infrastructure, Inc.COM4,385$1.01M0.4%––History
OLLIOllie's Bargain Outlet Holdings, Inc.Stock7,652$1.01M0.4%––History
PCGPG&E CorpStock71,854$1.00M0.4%––History
AVAVAeroVironment IncCOM3,444$981.4K0.4%––History
METMetlife IncStock11,912$958.0K0.4%––History
BMYBristol Myers Squibb CoStock20,658$956.3K0.4%––History
CVLTCommvault Systems IncCOM5,373$936.7K0.3%––History
TDYTeledyne Technologies IncCOM1,826$935.5K0.3%––History
BMIBadger Meter IncCOM3,811$933.5K0.3%––History
CSGPCostar Group, Inc.COM11,350$912.5K0.3%––History
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF17,402$910.8K0.3%–––
CNCCentene CorpStock16,648$903.7K0.3%––History
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF10,736$890.2K0.3%–––
Schwab U.S. Large-Cap Value ETF808524409ETF31,732$878.0K0.3%–––
SPDR Series Trust78464A664ST LON TREAS ETF32,527$864.6K0.3%–––