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Size ($ in 1000's)
At 06/30/2025: $269,648
At 03/31/2025: $0Scott Marsh Financial LLC AUM history
Scott Marsh Financial LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Scott Marsh Financial LLC 13F filings.
Link to 13F filings: SEC filings
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As of 06/30/2025, below is a summary of the Scott Marsh Financial LLC top holdings by largest position size, as per the latest 13f filing made by Scott Marsh Financial LLC.
In the Scott Marsh Financial LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Scott Marsh Financial LLC in that top holding, then the share count change between reporting periods, and finally the Scott Marsh Financial LLC top holding position size
for that row.
| Entity | Amount | Change
03/31/2025 to 06/30/2025 |
Position Size
($ in 1000's) |
|---|
| APPLE INC |
61,640 |
+61,640 |
$12,647 | | AAPL | 61,640 | +61,640 | $12,647 | | MICROSOFT CORP |
21,802 |
+21,802 |
$10,845 | | MSFT | 21,802 | +21,802 | $10,845 | | AMAZON COM INC |
40,242 |
+40,242 |
$8,829 | | AMZN | 40,242 | +40,242 | $8,829 | | NVIDIA CORPORATION |
47,610 |
+47,610 |
$7,522 | | NVDA | 47,610 | +47,610 | $7,522 | | ORACLE CORP |
26,952 |
+26,952 |
$5,893 | | ORCL | 26,952 | +26,952 | $5,893 | | VISA INC |
15,066 |
+15,066 |
$5,349 | | V | 15,066 | +15,066 | $5,349 | | NETFLIX INC |
3,412 |
+3,412 |
$4,569 | | NFLX | 3,412 | +3,412 | $4,569 | | META PLATFORMS INC |
5,746 |
+5,746 |
$4,241 | | META | 5,746 | +5,746 | $4,241 | | ALPHABET INC |
23,106 |
+23,106 |
$4,099 | | GOOG | 23,106 | +23,106 | $4,099 | | ALPHABET INC |
20,372 |
+20,372 |
$3,590 | | GOOGL | 20,372 | +20,372 | $3,590 | | MASTERCARD INCORPORATED |
6,042 |
+6,042 |
$3,395 | | MA | 6,042 | +6,042 | $3,395 | | TESLA INC |
10,382 |
+10,382 |
$3,298 | | TSLA | 10,382 | +10,382 | $3,298 | | VANGUARD INDEX FDS (VOO) |
5,352 |
+5,352 |
$3,040 | | VOO | 5,352 | +5,352 | $3,040 | | ABBOTT LABS |
21,574 |
+21,574 |
$2,934 | | ABT | 21,574 | +21,574 | $2,934 | | BOEING CO |
13,882 |
+13,882 |
$2,909 | | BA | 13,882 | +13,882 | $2,909 | | ELI LILLY & CO |
3,724 |
+3,724 |
$2,904 | | LLY | 3,724 | +3,724 | $2,904 | | MSCI INC |
4,858 |
+4,858 |
$2,802 | | MSCI | 4,858 | +4,858 | $2,802 | | AMETEK INC |
12,884 |
+12,884 |
$2,332 | | AME | 12,884 | +12,884 | $2,332 | | ADOBE INC |
6,022 |
+6,022 |
$2,330 | | ADBE | 6,022 | +6,022 | $2,330 | | JPMORGAN CHASE & CO. |
7,972 |
+7,972 |
$2,311 | | JPM | 7,972 | +7,972 | $2,311 | | ZOETIS INC |
14,694 |
+14,694 |
$2,292 | | ZTS | 14,694 | +14,694 | $2,292 | | SERVICENOW INC |
2,110 |
+2,110 |
$2,169 | | NOW | 2,110 | +2,110 | $2,169 | | QUALCOMM INC |
12,554 |
+12,554 |
$1,999 | | QCOM | 12,554 | +12,554 | $1,999 | | WISDOMTREE TR |
23,038 |
+23,038 |
$1,929 | | DGRW | 23,038 | +23,038 | $1,929 | | AON PLC |
5,356 |
+5,356 |
$1,911 | | AON | 5,356 | +5,356 | $1,911 | | STARBUCKS CORP |
20,732 |
+20,732 |
$1,900 | | SBUX | 20,732 | +20,732 | $1,900 | | ACCENTURE PLC IRELAND |
6,316 |
+6,316 |
$1,888 | | ACN | 6,316 | +6,316 | $1,888 | | ISHARES TR (SHYG) |
43,177 |
+43,177 |
$1,863 | | SHYG | 43,177 | +43,177 | $1,863 | | WABTEC |
8,886 |
+8,886 |
$1,860 | | WAB | 8,886 | +8,886 | $1,860 | | PHILIP MORRIS INTL INC |
10,152 |
+10,152 |
$1,849 | | PM | 10,152 | +10,152 | $1,849 | | SHOPIFY INC |
15,964 |
+15,964 |
$1,841 | | SHOP | 15,964 | +15,964 | $1,841 | | MONOLITHIC PWR SYS INC |
2,468 |
+2,468 |
$1,805 | | MPWR | 2,468 | +2,468 | $1,805 | | SPDR SERIES TRUST (SPYG) |
18,672 |
+18,672 |
$1,780 | | SPYG | 18,672 | +18,672 | $1,780 | | VERIZON COMMUNICATIONS INC |
40,936 |
+40,936 |
$1,771 | | VZ | 40,936 | +40,936 | $1,771 | | THERMO FISHER SCIENTIFIC INC |
4,330 |
+4,330 |
$1,756 | | TMO | 4,330 | +4,330 | $1,756 | | APPLIED MATLS INC |
9,540 |
+9,540 |
$1,747 | | AMAT | 9,540 | +9,540 | $1,747 | | ISHARES TR (USHY) |
45,836 |
+45,836 |
$1,719 | | USHY | 45,836 | +45,836 | $1,719 | | AIRBNB INC |
12,594 |
+12,594 |
$1,667 | | ABNB | 12,594 | +12,594 | $1,667 | | EQUIFAX INC |
6,372 |
+6,372 |
$1,653 | | EFX | 6,372 | +6,372 | $1,653 | | RTX CORPORATION |
10,898 |
+10,898 |
$1,591 | | RTX | 10,898 | +10,898 | $1,591 |  BERKSHIRE HATHAWAY INC DEL |
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$1,586 | | BRK.B | 3,264 | +3,264 | $1,586 | | WORKDAY INC |
6,530 |
+6,530 |
$1,567 | | WDAY | 6,530 | +6,530 | $1,567 | | CORNING INC |
29,176 |
+29,176 |
$1,534 | | GLW | 29,176 | +29,176 | $1,534 | | BANK AMERICA CORP |
32,272 |
+32,272 |
$1,527 | | BAC | 32,272 | +32,272 | $1,527 | | FREEPORT MCMORAN INC |
34,740 |
+34,740 |
$1,506 | | FCX | 34,740 | +34,740 | $1,506 | | SPDR S&P 500 ETF TR (SPY) |
2,393 |
+2,393 |
$1,479 | | SPY | 2,393 | +2,393 | $1,479 | | PENTAIR PLC |
14,134 |
+14,134 |
$1,451 | | PNR | 14,134 | +14,134 | $1,451 | | BROADRIDGE FINL SOLUTIONS IN |
5,948 |
+5,948 |
$1,446 | | BR | 5,948 | +5,948 | $1,446 | | CITIGROUP INC |
16,900 |
+16,900 |
$1,438 | | C | 16,900 | +16,900 | $1,438 | | BROADCOM INC |
5,150 |
+5,150 |
$1,420 | | AVGO | 5,150 | +5,150 | $1,420 |
See Full List: All Stocks Held By Scott Marsh Financial LLC
— Including:
• Biggest new positions
• Biggest exits
See Details: Top 10 Stocks Held By Scott Marsh Financial LLC
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