13FBOX
Scott Marsh Financial, LLC · 13F Holdings
Options Calculator Rankings

Scott Marsh Financial, LLC

No.6140 Data as of 2025Q3
Latest AUM (Q3 2025)
$268.1M
QoQ Change Q2 2025
-$1.6M-0.6%
Holdings
248
New Buys
0
Adds
0
Reduces
0
Exits
0
Unchanged
248
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q3 2025 ValueQ3 2025 SharesPrev Q ValuePrev Q SharesShares ChangeAction
APPLE INCAAPL
4.72%4.69%$12.6M61,640$12.6M61,64000.00%Unchanged
MICROSOFT CORPMSFT
4.05%4.02%$10.8M21,802$10.8M21,80200.00%Unchanged
AMAZON COM INCAMZN
3.29%3.27%$8.8M40,242$8.8M40,24200.00%Unchanged
NVIDIA CORPORATIONNVDA
2.81%2.79%$7.5M47,610$7.5M47,61000.00%Unchanged
ORACLE CORPORCL
2.2%2.19%$5.9M26,952$5.9M26,95200.00%Unchanged
VISA INCV
2%1.98%$5.3M15,066$5.3M15,06600.00%Unchanged
NETFLIX INCNFLX
1.7%1.69%$4.6M3,412$4.6M3,41200.00%Unchanged
META PLATFORMS INCMETA
1.58%1.57%$4.2M5,746$4.2M5,74600.00%Unchanged
AAlphabet Inc Class CGOOG
1.53%1.52%$4.1M23,106$4.1M23,10600.00%Unchanged
ALPHABET INCGOOGL
1.34%1.33%$3.6M20,372$3.6M20,37200.00%Unchanged
MASTERCARD INCORPORATEDMA
1.27%1.26%$3.4M6,042$3.4M6,04200.00%Unchanged
TESLA INCTSLA
1.23%1.22%$3.3M10,382$3.3M10,38200.00%Unchanged
VVANGUARD INDEX FDSVOO
1.13%1.13%$3.0M5,352$3.0M5,35200.00%Unchanged
ABBOTT LABORATORIESABT
1.09%1.09%$2.9M21,574$2.9M21,57400.00%Unchanged
BOEING COBA
1.09%1.08%$2.9M13,882$2.9M13,88200.00%Unchanged
ELI LILLY & COLLY
1.08%1.08%$2.9M3,724$2.9M3,72400.00%Unchanged
MSCI INCMSCI
1.05%1.04%$2.8M4,858$2.8M4,85800.00%Unchanged
AMETEK INC COMAME
0.87%0.86%$2.3M12,884$2.3M12,88400.00%Unchanged
ADOBE INC COMADBE
0.87%0.86%$2.3M6,022$2.3M6,02200.00%Unchanged
JPMORGAN CHASE & COJPM
0.86%0.86%$2.3M7,972$2.3M7,97200.00%Unchanged
ZOETIS INC CL AZTS
0.85%0.85%$2.3M14,694$2.3M14,69400.00%Unchanged
SERVICENOW INCNOW
0.81%0.8%$2.2M2,110$2.2M2,11000.00%Unchanged
QQUALCOMM INCQCOM
0.75%0.74%$2.0M12,554$2.0M12,55400.00%Unchanged
WWISDOMTREE TRDGRW
0.72%0.72%$1.9M23,038$1.9M23,03800.00%Unchanged
AON PLC SHS CL AAON
0.71%0.71%$1.9M5,356$1.9M5,35600.00%Unchanged
STARBUCKS CORPSBUX
0.71%0.7%$1.9M20,732$1.9M20,73200.00%Unchanged
ACCENTURE PLC IRELANDACN
0.7%0.7%$1.9M6,316$1.9M6,31600.00%Unchanged
IISHARES TRSHYG
0.69%0.69%$1.9M43,177$1.9M43,17700.00%Unchanged
WABTECWAB
0.69%0.69%$1.9M8,886$1.9M8,88600.00%Unchanged
PHILIP MORRIS INTL INCPM
0.69%0.69%$1.8M10,152$1.8M10,15200.00%Unchanged
SHOPIFY INCSHOP
0.69%0.68%$1.8M15,964$1.8M15,96400.00%Unchanged
MONOLITHIC PWR SYS INCMPWR
0.67%0.67%$1.8M2,468$1.8M2,46800.00%Unchanged
SSPDR SERIES TRUSTSPYG
0.66%0.66%$1.8M18,672$1.8M18,67200.00%Unchanged
VERIZON COMMUNICATIONS INCVZ
0.66%0.66%$1.8M40,936$1.8M40,93600.00%Unchanged
TTHERMO FISHER SCIENTIFIC INCTMO
0.65%0.65%$1.8M4,330$1.8M4,33000.00%Unchanged
APPLIED MATLS INCAMAT
0.65%0.65%$1.7M9,540$1.7M9,54000.00%Unchanged
IISHARES BROAD USD HIGH YIELD CORPORATE BOND ETFUSHY
0.64%0.64%$1.7M45,836$1.7M45,83600.00%Unchanged
AIRBNB INC COM CL AABNB
0.62%0.62%$1.7M12,594$1.7M12,59400.00%Unchanged
EQUIFAX INCEFX
0.62%0.61%$1.7M6,372$1.7M6,37200.00%Unchanged
RTX CORPORATIONRTX
0.59%0.59%$1.6M10,898$1.6M10,89800.00%Unchanged
BERKSHIRE HATHAWAY INC DELBRK.B
0.59%0.59%$1.6M3,264$1.6M3,26400.00%Unchanged
WORKDAY INCWDAY
0.58%0.58%$1.6M6,530$1.6M6,53000.00%Unchanged
CORNING INCGLW
0.57%0.57%$1.5M29,176$1.5M29,17600.00%Unchanged
BBANK OF AMER CORPBAC
0.57%0.57%$1.5M32,272$1.5M32,27200.00%Unchanged
FREEPORT MCMORAN INCFCX
0.56%0.56%$1.5M34,740$1.5M34,74000.00%Unchanged
SSTATE STR SPDR S&P 500 ETF TSPY
0.55%0.55%$1.5M2,393$1.5M2,39300.00%Unchanged
PENTAIR PLCPNR
0.54%0.54%$1.5M14,134$1.5M14,13400.00%Unchanged
BROADRIDGE FINL SOLUTIONS INBR
0.54%0.54%$1.4M5,948$1.4M5,94800.00%Unchanged
CCITIGROUP INCC
0.54%0.53%$1.4M16,900$1.4M16,90000.00%Unchanged
BROADCOM INCAVGO
0.53%0.53%$1.4M5,150$1.4M5,15000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow