Scott Marsh Financial, LLC Top Holdings and 13F Report (2025) About Scott Marsh Financial, LLCInvestment ActivityScott Marsh Financial, LLC has $269.65 million in total holdings as of June 30, 2025.Scott Marsh Financial, LLC owns shares of 248 different stocks, but just 115 companies or ETFs make up 80% of its holdings.Largest Holdings Apple $12,646,742Microsoft $10,844,962Amazon.com $8,828,692NVIDIA $7,521,908Oracle $5,892,654 Sector AllocationMap of 500 Largest Holdings ofScott Marsh Financial, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorAAPLApple$12,646,74261,6404.7%Computer and TechnologyMSFTMicrosoft$10,844,96221,8024.0%Computer and TechnologyAMZNAmazon.com$8,828,69240,2423.3%Retail/WholesaleNVDANVIDIA$7,521,90847,6102.8%Computer and TechnologyORCLOracle$5,892,65426,9522.2%Computer and TechnologyVVisa$5,348,91615,0662.0%Business ServicesNFLXNetflix$4,569,1123,4121.7%Consumer DiscretionaryMETAMeta Platforms$4,240,7825,7461.6%Computer and TechnologyGOOGAlphabet$4,098,82223,1061.5%Computer and TechnologyGOOGLAlphabet$3,590,07820,3721.3%Computer and TechnologyMAMastercard$3,395,3026,0421.3%Business ServicesTSLATesla$3,297,94610,3821.2%Auto/Tires/TrucksVOOVanguard S&P 500 ETF$3,040,3845,3521.1%ETFABTAbbott Laboratories$2,934,17421,5741.1%MedicalBABoeing$2,908,69413,8821.1%AerospaceLLYEli Lilly and Company$2,903,7163,7241.1%MedicalMSCIMSCI$2,801,9264,8581.0%FinanceAMEAMETEK$2,331,53212,8840.9%Computer and TechnologyADBEAdobe$2,329,7906,0220.9%Computer and TechnologyJPMJPMorgan Chase & Co.$2,311,2847,9720.9%FinanceZTSZoetis$2,291,61214,6940.8%MedicalNOWServiceNow$2,169,2502,1100.8%Computer and TechnologyQCOMQUALCOMM$1,999,31812,5540.7%Computer and TechnologyDGRWWisdomTree U.S. Quality Dividend Growth Fund$1,929,16823,0380.7%ManufacturingAONAON$1,910,8065,3560.7%FinanceSBUXStarbucks$1,899,68820,7320.7%Retail/WholesaleACNAccenture$1,887,7906,3160.7%Computer and TechnologySHYGiShares 0-5 Year High Yield Corporate Bond ETF$1,862,67543,1770.7%ETFWABWabtec$1,860,0868,8860.7%TransportationPMPhilip Morris International$1,849,03410,1520.7%Consumer StaplesSHOPShopify$1,841,44815,9640.7%Computer and TechnologyMPWRMonolithic Power Systems$1,805,0882,4680.7%Computer and TechnologySPYGSPDR Portfolio S&P 500 Growth ETF$1,779,89618,6720.7%ETFVZVerizon Communications$1,771,28440,9360.7%Computer and TechnologyTMOThermo Fisher Scientific$1,755,6584,3300.7%MedicalAMATApplied Materials$1,746,5489,5400.6%Computer and TechnologyUSHYiShares Broad USD High Yield Corporate Bond ETF$1,719,33045,8360.6%ETFABNBAirbnb$1,666,69012,5940.6%Consumer DiscretionaryEFXEquifax$1,652,7546,3720.6%Business ServicesRTXRTX$1,591,18610,8980.6%AerospaceBRK.BBerkshire Hathaway$1,585,5523,2640.6%FinanceWDAYWorkday$1,567,2006,5300.6%Computer and TechnologyGLWCorning$1,534,39829,1760.6%Computer and TechnologyBACBank of America$1,527,08632,2720.6%FinanceFCXFreeport-McMoRan$1,505,99234,7400.6%Basic MaterialsSPYSPDR S&P 500 ETF Trust$1,478,5452,3930.5%FinancePNRPentair$1,451,06014,1340.5%Business ServicesBRBroadridge Financial Solutions$1,445,7545,9480.5%Computer and TechnologyCCitigroup$1,438,46016,9000.5%Financial ServicesAVGOBroadcom$1,419,5985,1500.5%Computer and TechnologySCHMSchwab U.S. Mid-Cap ETF$1,405,64050,1120.5%ETFLOWLowe's Companies$1,383,5946,2360.5%Retail/WholesaleCVSCVS Health$1,380,58420,0140.5%MedicalVRSKVerisk Analytics$1,361,9124,3720.5%Business ServicesMSMorgan Stanley$1,351,6729,5960.5%FinanceAMTAmerican Tower$1,346,6826,0940.5%FinanceCOOPER COS INC$1,314,75218,4760.5%COMIDXXIDEXX Laboratories$1,312,9602,4480.5%MedicalRMBSRambus$1,303,57420,3620.5%Computer and TechnologyWSTWest Pharmaceutical Services$1,292,2485,9060.5%MedicalGOVTiShares U.S. Treasury Bond ETF$1,289,06356,0950.5%ETFCATCaterpillar$1,277,2983,2900.5%IndustrialsTHCTenet Healthcare$1,276,0007,2500.5%MedicalCVXChevron$1,274,6388,9020.5%EnergyAIGAmerican International Group$1,257,45414,6920.5%FinanceWFCWells Fargo & Company$1,247,93815,5760.5%FinanceODFLOld Dominion Freight Line$1,199,4167,3900.4%TransportationPOOLPool$1,197,4744,1080.4%Consumer DiscretionaryHEI.AHeico$1,184,8204,5790.4%AerospaceALGNAlign Technology$1,183,6926,2520.4%MedicalBROBrown & Brown$1,181,46010,6560.4%FinanceACIWACI Worldwide$1,175,38825,6020.4%Computer and TechnologySPDWSPDR Portfolio Developed World ex-US ETF$1,169,48828,8840.4%ETFEPAMEPAM Systems$1,168,4286,6080.4%Computer and TechnologyLIILennox International$1,141,9281,9920.4%ConstructionDOMINOS PIZZA INC$1,136,4842,5220.4%COMSPMBSPDR Portfolio Mortgage Backed Bond ETF$1,113,28750,3750.4%ETFWMBWilliams Companies$1,093,90217,4160.4%EnergyHLIHoulihan Lokey$1,074,9045,9730.4%FinancePAYCPaycom Software$1,070,9484,6280.4%Computer and TechnologyCICigna Group$1,062,6003,2140.4%MedicalMPCMarathon Petroleum$1,050,9346,3260.4%EnergyROSTRoss Stores$1,045,9628,1980.4%Retail/WholesaleAESAES$1,028,00897,7200.4%UtilitiesOLEDUniversal Display$1,013,3026,5600.4%Computer and TechnologySTRLSterling Infrastructure$1,011,7514,3850.4%ConstructionOLLIOllie's Bargain Outlet$1,008,3817,6520.4%Consumer StaplesPCGPacific Gas & Electric$1,001,63871,8540.4%UtilitiesAVAVAeroVironment$981,3683,4440.4%AerospaceMETMetLife$957,95411,9120.4%FinanceBMYBristol Myers Squibb$956,26220,6580.4%MedicalCVLTCommVault Systems$936,6755,3730.3%Computer and TechnologyTDYTeledyne Technologies$935,4781,8260.3%AerospaceBMIBadger Meter$933,5173,8110.3%Computer and TechnologyCSGPCoStar Group$912,54011,3500.3%Computer and TechnologySPYVSPDR Portfolio S&P 500 Value ETF$910,83617,4020.3%ETFCNCCentene$903,65416,6480.3%MedicalVCITVanguard Intermediate-Term Corporate Bond ETF$890,23010,7360.3%ETFSCHVSchwab U.S. Large-Cap Value ETF$877,99831,7320.3%ETFSPTLSPDR Portfolio Long Term Treasury ETF$864,56832,5270.3%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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