The Analysis of Scott Marsh Financial, LLC's Holdings
Currently, Scott Marsh Financial, LLC holds 248 types of securities in its portfolio with a total value $269.7M. In the most recent quarter, they have increased their positions in AAPL (+61.6K shares, valued at $12.6M), MSFT (+21.8K shares, valued at $10.8M), AMZN (+40.2K shares, valued at $8.8M); initiated new positions in AAPL (+61.6K shares, valued at $12.6M), MSFT (+21.8K shares, valued at $10.8M), AMZN (+40.2K shares, valued at $8.8M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC61.6K sharesnew addition2025-06-302025-08-14
MSFT MICROSOFT CORP21.8K sharesnew addition2025-06-302025-08-14 AMZN AMAZON COM INC40.2K sharesnew addition2025-06-302025-08-14 NVDA NVIDIA CORPORATION47.6K sharesnew addition2025-06-302025-08-14 ORCL ORACLE CORP27.0K sharesnew addition2025-06-302025-08-14 V VISA INC15.1K sharesnew addition2025-06-302025-08-14 NFLX NETFLIX INC3.4K sharesnew addition2025-06-302025-08-14 META META PLATFORMS INC5.7K sharesnew addition2025-06-302025-08-14 GOOG ALPHABET INC23.1K sharesnew addition2025-06-302025-08-14 GOOGL ALPHABET INC20.4K sharesnew addition2025-06-302025-08-14 MA MASTERCARD INCORPORATED6.0K sharesnew addition2025-06-302025-08-14 TSLA TESLA INC10.4K sharesnew addition2025-06-302025-08-14 VOO VANGUARD INDEX FDS5.4K sharesnew addition2025-06-302025-08-14 ABT ABBOTT LABS21.6K sharesnew addition2025-06-302025-08-14 BA BOEING CO13.9K sharesnew addition2025-06-302025-08-14 LLY ELI LILLY & CO3.7K sharesnew addition2025-06-302025-08-14 MSCI MSCI INC4.9K sharesnew addition2025-06-302025-08-14 AME AMETEK INC12.9K sharesnew addition2025-06-302025-08-14 ADBE ADOBE INC6.0K sharesnew addition2025-06-302025-08-14 JPM JPMORGAN CHASE & CO.8.0K sharesnew addition2025-06-302025-08-14 ZTS ZOETIS INC14.7K sharesnew addition2025-06-302025-08-14 NOW SERVICENOW INC2.1K sharesnew addition2025-06-302025-08-14 QCOM QUALCOMM INC12.6K sharesnew addition2025-06-302025-08-14 DGRW WISDOMTREE TR23.0K sharesnew addition2025-06-302025-08-14 AON AON PLC5.4K sharesnew addition2025-06-302025-08-14 SBUX STARBUCKS CORP20.7K sharesnew addition2025-06-302025-08-14 ACN ACCENTURE PLC IRELAND6.3K sharesnew addition2025-06-302025-08-14 SHYG ISHARES TR43.2K sharesnew addition2025-06-302025-08-14 WAB WABTEC8.9K sharesnew addition2025-06-302025-08-14 PM PHILIP MORRIS INTL INC10.2K sharesnew addition2025-06-302025-08-14 SHOP SHOPIFY INC16.0K sharesnew addition2025-06-302025-08-14 MPWR MONOLITHIC PWR SYS INC2.5K sharesnew addition2025-06-302025-08-14 SPYG SPDR SERIES TRUST18.7K sharesnew addition2025-06-302025-08-14 VZ VERIZON COMMUNICATIONS INC40.9K sharesnew addition2025-06-302025-08-14 TMO THERMO FISHER SCIENTIFIC INC4.3K sharesnew addition2025-06-302025-08-14 AMAT APPLIED MATLS INC9.5K sharesnew addition2025-06-302025-08-14 USHY ISHARES TR45.8K sharesnew addition2025-06-302025-08-14 ABNB AIRBNB INC12.6K sharesnew addition2025-06-302025-08-14 EFX EQUIFAX INC6.4K sharesnew addition2025-06-302025-08-14 RTX RTX CORPORATION10.9K sharesnew addition2025-06-302025-08-14 BRK.B BERKSHIRE HATHAWAY INC DEL3.3K sharesnew addition2025-06-302025-08-14 WDAY WORKDAY INC6.5K sharesnew addition2025-06-302025-08-14 GLW CORNING INC29.2K sharesnew addition2025-06-302025-08-14 BAC BANK AMERICA CORP32.3K sharesnew addition2025-06-302025-08-14 FCX FREEPORT-MCMORAN INC34.7K sharesnew addition2025-06-302025-08-14 SPY SPDR S&P 500 ETF TR2.4K sharesnew addition2025-06-302025-08-14 PNR PENTAIR PLC14.1K sharesnew addition2025-06-302025-08-14 BR BROADRIDGE FINL SOLUTIONS IN5.9K sharesnew addition2025-06-302025-08-14 C CITIGROUP INC16.9K sharesnew addition2025-06-302025-08-14 AVGO BROADCOM INC5.2K sharesnew addition2025-06-302025-08-14 SCHM SCHWAB STRATEGIC TR50.1K sharesnew addition2025-06-302025-08-14 LOW LOWES COS INC6.2K sharesnew addition2025-06-302025-08-14 CVS CVS HEALTH CORP20.0K sharesnew addition2025-06-302025-08-14 VRSK VERISK ANALYTICS INC4.4K sharesnew addition2025-06-302025-08-14 MS MORGAN STANLEY9.6K sharesnew addition2025-06-302025-08-14 AMT AMERICAN TOWER CORP NEW6.1K sharesnew addition2025-06-302025-08-14 COO COOPER COS INC18.5K sharesnew addition2025-06-302025-08-14 IDXX IDEXX LABS INC2.4K sharesnew addition2025-06-302025-08-14 RMBS RAMBUS INC DEL20.4K sharesnew addition2025-06-302025-08-14 WST WEST PHARMACEUTICAL SVSC INC5.9K sharesnew addition2025-06-302025-08-14 GOVT ISHARES TR56.1K sharesnew addition2025-06-302025-08-14 CAT CATERPILLAR INC3.3K sharesnew addition2025-06-302025-08-14 THC TENET HEALTHCARE CORP7.3K sharesnew addition2025-06-302025-08-14 CVX CHEVRON CORP NEW8.9K sharesnew addition2025-06-302025-08-14 AIG AMERICAN INTL GROUP INC14.7K sharesnew addition2025-06-302025-08-14 WFC WELLS FARGO CO NEW15.6K sharesnew addition2025-06-302025-08-14 ODFL OLD DOMINION FREIGHT LINE IN7.4K sharesnew addition2025-06-302025-08-14 POOL POOL CORP4.1K sharesnew addition2025-06-302025-08-14 HEI.A HEICO CORP NEW4.6K sharesnew addition2025-06-302025-08-14 ALGN ALIGN TECHNOLOGY INC6.3K sharesnew addition2025-06-302025-08-14 BRO BROWN & BROWN INC10.7K sharesnew addition2025-06-302025-08-14 ACIW ACI WORLDWIDE INC25.6K sharesnew addition2025-06-302025-08-14 SPDW SPDR INDEX SHS FDS28.9K sharesnew addition2025-06-302025-08-14 EPAM EPAM SYS INC6.6K sharesnew addition2025-06-302025-08-14 LII LENNOX INTL INC2.0K sharesnew addition2025-06-302025-08-14 DPZ DOMINOS PIZZA INC2.5K sharesnew addition2025-06-302025-08-14 SPMB SPDR SERIES TRUST50.4K sharesnew addition2025-06-302025-08-14 WMB WILLIAMS COS INC17.4K sharesnew addition2025-06-302025-08-14 HLI HOULIHAN LOKEY INC6.0K sharesnew addition2025-06-302025-08-14 PAYC PAYCOM SOFTWARE INC4.6K sharesnew addition2025-06-302025-08-14 CI THE CIGNA GROUP3.2K sharesnew addition2025-06-302025-08-14 MPC MARATHON PETE CORP6.3K sharesnew addition2025-06-302025-08-14 ROST ROSS STORES INC8.2K sharesnew addition2025-06-302025-08-14 AES AES CORP97.7K sharesnew addition2025-06-302025-08-14 OLED UNIVERSAL DISPLAY CORP6.6K sharesnew addition2025-06-302025-08-14 STRL STERLING INFRASTRUCTURE INC4.4K sharesnew addition2025-06-302025-08-14 OLLI OLLIES BARGAIN OUTLET HLDGS7.7K sharesnew addition2025-06-302025-08-14 PCG PG&E CORP71.9K sharesnew addition2025-06-302025-08-14 AVAV AEROVIRONMENT INC3.4K sharesnew addition2025-06-302025-08-14 MET METLIFE INC11.9K sharesnew addition2025-06-302025-08-14 BMY BRISTOL-MYERS SQUIBB CO20.7K sharesnew addition2025-06-302025-08-14 CVLT COMMVAULT SYS INC5.4K sharesnew addition2025-06-302025-08-14 TDY TELEDYNE TECHNOLOGIES INC1.8K sharesnew addition2025-06-302025-08-14 BMI BADGER METER INC3.8K sharesnew addition2025-06-302025-08-14 CSGP COSTAR GROUP INC11.3K sharesnew addition2025-06-302025-08-14 SPYV SPDR SERIES TRUST17.4K sharesnew addition2025-06-302025-08-14 CNC CENTENE CORP DEL16.6K sharesnew addition2025-06-302025-08-14 VCIT VANGUARD SCOTTSDALE FDS10.7K sharesnew addition2025-06-302025-08-14 SCHV SCHWAB STRATEGIC TR31.7K sharesnew addition2025-06-302025-08-14 SPTL SPDR SERIES TRUST32.5K sharesnew addition2025-06-302025-08-14 CALX CALIX INC16.2K sharesnew addition2025-06-302025-08-14 ALLE ALLEGION PLC5.9K sharesnew addition2025-06-302025-08-14 DIS DISNEY WALT CO6.8K sharesnew addition2025-06-302025-08-14 ELF E L F BEAUTY INC6.7K sharesnew addition2025-06-302025-08-14 NDSN NORDSON CORP3.9K sharesnew addition2025-06-302025-08-14 HD HOME DEPOT INC2.2K sharesnew addition2025-06-302025-08-14 ITGR INTEGER HLDGS CORP6.6K sharesnew addition2025-06-302025-08-14 IDCC INTERDIGITAL INC3.6K sharesnew addition2025-06-302025-08-14 LGND LIGAND PHARMACEUTICALS INC7.1K sharesnew addition2025-06-302025-08-14 COST COSTCO WHSL CORP NEW808 sharesnew addition2025-06-302025-08-14 WRB BERKLEY W R CORP10.8K sharesnew addition2025-06-302025-08-14 NVMI NOVA LTD2.8K sharesnew addition2025-06-302025-08-14 PJT PJT PARTNERS INC4.6K sharesnew addition2025-06-302025-08-14 CSX CSX CORP22.9K sharesnew addition2025-06-302025-08-14 PG PROCTER AND GAMBLE CO4.6K sharesnew addition2025-06-302025-08-14 ADSK AUTODESK INC2.3K sharesnew addition2025-06-302025-08-14 SXT SENSIENT TECHNOLOGIES CORP7.3K sharesnew addition2025-06-302025-08-14 LPLA LPL FINL HLDGS INC1.9K sharesnew addition2025-06-302025-08-14 BOX BOX INC20.6K sharesnew addition2025-06-302025-08-14 CXT CRANE NXT CO12.8K sharesnew addition2025-06-302025-08-14 NPO ENPRO INC3.6K sharesnew addition2025-06-302025-08-14 SAP SAP SE2.3K sharesnew addition2025-06-302025-08-14 BOOT BOOT BARN HLDGS INC4.5K sharesnew addition2025-06-302025-08-14 UTI UNIVERSAL TECHNICAL INST INC19.8K sharesnew addition2025-06-302025-08-14 IT GARTNER INC1.7K sharesnew addition2025-06-302025-08-14 VRTX VERTEX PHARMACEUTICALS INC1.5K sharesnew addition2025-06-302025-08-14 CRM SALESFORCE INC2.4K sharesnew addition2025-06-302025-08-14 MMSI MERIT MED SYS INC6.9K sharesnew addition2025-06-302025-08-14 PBH PRESTIGE CONSMR HEALTHCARE I8.1K sharesnew addition2025-06-302025-08-14 MOG.A MOOG INC3.5K sharesnew addition2025-06-302025-08-14 CSW CSW INDUSTRIALS INC2.2K sharesnew addition2025-06-302025-08-14 FDS FACTSET RESH SYS INC1.4K sharesnew addition2025-06-302025-08-14 ABCB AMERIS BANCORP9.7K sharesnew addition2025-06-302025-08-14 VCEL VERICEL CORP14.7K sharesnew addition2025-06-302025-08-14 XOM EXXON MOBIL CORP5.7K sharesnew addition2025-06-302025-08-14 BCPC BALCHEM CORP3.9K sharesnew addition2025-06-302025-08-14 PRIM PRIMORIS SVCS CORP7.9K sharesnew addition2025-06-302025-08-14 FTI TECHNIPFMC PLC17.4K sharesnew addition2025-06-302025-08-14 HLNE HAMILTON LANE INC4.2K sharesnew addition2025-06-302025-08-14 JNJ JOHNSON & JOHNSON3.9K sharesnew addition2025-06-302025-08-14 UFPT UFP TECHNOLOGIES INC2.4K sharesnew addition2025-06-302025-08-14 LMAT LEMAITRE VASCULAR INC7.0K sharesnew addition2025-06-302025-08-14 JBTM JBT MAREL CORPORATION4.8K sharesnew addition2025-06-302025-08-14 FSS FEDERAL SIGNAL CORP5.4K sharesnew addition2025-06-302025-08-14 MNST MONSTER BEVERAGE CORP NEW9.1K sharesnew addition2025-06-302025-08-14 IBIT ISHARES BITCOIN TRUST ETF9.1K sharesnew addition2025-06-302025-08-14 KNF KNIFE RIVER CORP6.8K sharesnew addition2025-06-302025-08-14 TILE INTERFACE INC26.3K sharesnew addition2025-06-302025-08-14 JNK SPDR SERIES TRUST5.5K sharesnew addition2025-06-302025-08-14 AMD ADVANCED MICRO DEVICES INC3.8K sharesnew addition2025-06-302025-08-14 EME EMCOR GROUP INC986 sharesnew addition2025-06-302025-08-14 CSCO CISCO SYS INC7.6K sharesnew addition2025-06-302025-08-14 WMT WALMART INC5.3K sharesnew addition2025-06-302025-08-14 CNS COHEN & STEERS INC6.9K sharesnew addition2025-06-302025-08-14 WMS ADVANCED DRAIN SYS INC DEL4.5K sharesnew addition2025-06-302025-08-14 INSP INSPIRE MED SYS INC4.0K sharesnew addition2025-06-302025-08-14 DTEC ALPS ETF TR10.3K sharesnew addition2025-06-302025-08-14 MMC MARSH & MCLENNAN COS INC2.3K sharesnew addition2025-06-302025-08-14 ISRG INTUITIVE SURGICAL INC896 sharesnew addition2025-06-302025-08-14 MDT MEDTRONIC PLC5.4K sharesnew addition2025-06-302025-08-14 JBBB JANUS DETROIT STR TR9.8K sharesnew addition2025-06-302025-08-14 SPEM SPDR INDEX SHS FDS11.0K sharesnew addition2025-06-302025-08-14 SPOT SPOTIFY TECHNOLOGY S A610 sharesnew addition2025-06-302025-08-14 BSY BENTLEY SYS INC8.6K sharesnew addition2025-06-302025-08-14 SKY CHAMPION HOMES INC7.3K sharesnew addition2025-06-302025-08-14 EXPO EXPONENT INC6.0K sharesnew addition2025-06-302025-08-14 SLYG SPDR SERIES TRUST4.9K sharesnew addition2025-06-302025-08-14 SPSM SPDR SERIES TRUST10.1K sharesnew addition2025-06-302025-08-14 KO COCA COLA CO6.0K sharesnew addition2025-06-302025-08-14 GE GE AEROSPACE1.6K sharesnew addition2025-06-302025-08-14 PLTR PALANTIR TECHNOLOGIES INC3.1K sharesnew addition2025-06-302025-08-14 SNFCA SECURITY NATL FINL CORP41.3K sharesnew addition2025-06-302025-08-14 T AT&T INC13.9K sharesnew addition2025-06-302025-08-14 YETI YETI HLDGS INC12.7K sharesnew addition2025-06-302025-08-14 ABBV ABBVIE INC2.2K sharesnew addition2025-06-302025-08-14 NVO NOVO-NORDISK A S5.7K sharesnew addition2025-06-302025-08-14 LMT LOCKHEED MARTIN CORP830 sharesnew addition2025-06-302025-08-14 QQQ INVESCO QQQ TR686 sharesnew addition2025-06-302025-08-14 FE FIRSTENERGY CORP9.2K sharesnew addition2025-06-302025-08-14 MCD MCDONALDS CORP1.2K sharesnew addition2025-06-302025-08-14 BIZD VANECK ETF TRUST21.3K sharesnew addition2025-06-302025-08-14 PRF INVESCO EXCHANGE TRADED FD T8.1K sharesnew addition2025-06-302025-08-14 SONY SONY GROUP CORP13.2K sharesnew addition2025-06-302025-08-14 SCHG SCHWAB STRATEGIC TR11.7K sharesnew addition2025-06-302025-08-14 SE SEA LTD2.1K sharesnew addition2025-06-302025-08-14 POWI POWER INTEGRATIONS INC6.0K sharesnew addition2025-06-302025-08-14 TT TRANE TECHNOLOGIES PLC766 sharesnew addition2025-06-302025-08-14 LUV SOUTHWEST AIRLS CO10.3K sharesnew addition2025-06-302025-08-14 ADP AUTOMATIC DATA PROCESSING IN1.1K sharesnew addition2025-06-302025-08-14 LRCX LAM RESEARCH CORP3.4K sharesnew addition2025-06-302025-08-14 B BARRICK MNG CORP15.7K sharesnew addition2025-06-302025-08-14 APH AMPHENOL CORP NEW3.3K sharesnew addition2025-06-302025-08-14 HDB HDFC BANK LTD4.3K sharesnew addition2025-06-302025-08-14 SPSB SPDR SERIES TRUST10.7K sharesnew addition2025-06-302025-08-14 UL UNILEVER PLC5.2K sharesnew addition2025-06-302025-08-14 TXN TEXAS INSTRS INC1.5K sharesnew addition2025-06-302025-08-14 LIN LINDE PLC672 sharesnew addition2025-06-302025-08-14 DE DEERE & CO608 sharesnew addition2025-06-302025-08-14 REGN REGENERON PHARMACEUTICALS578 sharesnew addition2025-06-302025-08-14 SCHD SCHWAB STRATEGIC TR11.2K sharesnew addition2025-06-302025-08-14 ASML ASML HOLDING N V369 sharesnew addition2025-06-302025-08-14 INTU INTUIT372 sharesnew addition2025-06-302025-08-14 WTW WILLIS TOWERS WATSON PLC LTD950 sharesnew addition2025-06-302025-08-14 SM SM ENERGY CO11.6K sharesnew addition2025-06-302025-08-14 MRK MERCK & CO INC3.6K sharesnew addition2025-06-302025-08-14 DUK DUKE ENERGY CORP NEW2.3K sharesnew addition2025-06-302025-08-14 GD GENERAL DYNAMICS CORP926 sharesnew addition2025-06-302025-08-14 COP CONOCOPHILLIPS3.0K sharesnew addition2025-06-302025-08-14 GILD GILEAD SCIENCES INC2.4K sharesnew addition2025-06-302025-08-14 JQUA J P MORGAN EXCHANGE TRADED F4.3K sharesnew addition2025-06-302025-08-14 IBM INTERNATIONAL BUSINESS MACHS878 sharesnew addition2025-06-302025-08-14 NVS NOVARTIS AG2.1K sharesnew addition2025-06-302025-08-14 SYK STRYKER CORPORATION642 sharesnew addition2025-06-302025-08-14 GS GOLDMAN SACHS GROUP INC358 sharesnew addition2025-06-302025-08-14 GLDM WORLD GOLD TR3.8K sharesnew addition2025-06-302025-08-14 CRWD CROWDSTRIKE HLDGS INC494 sharesnew addition2025-06-302025-08-14 COF CAPITAL ONE FINL CORP1.2K sharesnew addition2025-06-302025-08-14 SCHA SCHWAB STRATEGIC TR9.9K sharesnew addition2025-06-302025-08-14 DBEM DBX ETF TR9.0K sharesnew addition2025-06-302025-08-14 RELX RELX PLC4.5K sharesnew addition2025-06-302025-08-14 SPYM SPDR SERIES TRUST3.3K sharesnew addition2025-06-302025-08-14 ANET ARISTA NETWORKS INC2.3K sharesnew addition2025-06-302025-08-14 GBTC GRAYSCALE BITCOIN TRUST ETF2.8K sharesnew addition2025-06-302025-08-14 WEC WEC ENERGY GROUP INC2.2K sharesnew addition2025-06-302025-08-14 BKNG BOOKING HOLDINGS INC40 sharesnew addition2025-06-302025-08-14 DGX QUEST DIAGNOSTICS INC1.3K sharesnew addition2025-06-302025-08-14 PEP PEPSICO INC1.7K sharesnew addition2025-06-302025-08-14 CMCSA COMCAST CORP NEW6.4K sharesnew addition2025-06-302025-08-14 MELI MERCADOLIBRE INC87 sharesnew addition2025-06-302025-08-14 ALL ALLSTATE CORP1.1K sharesnew addition2025-06-302025-08-14 CB CHUBB LIMITED778 sharesnew addition2025-06-302025-08-14 EXPD EXPEDITORS INTL WASH INC1.9K sharesnew addition2025-06-302025-08-14 RSG REPUBLIC SVCS INC890 sharesnew addition2025-06-302025-08-14 APD AIR PRODS & CHEMS INC768 sharesnew addition2025-06-302025-08-14 STZ CONSTELLATION BRANDS INC1.3K sharesnew addition2025-06-302025-08-14 FAST FASTENAL CO5.1K sharesnew addition2025-06-302025-08-14 BIL SPDR SERIES TRUST2.3K sharesnew addition2025-06-302025-08-14 PYPL PAYPAL HLDGS INC2.8K sharesnew addition2025-06-302025-08-14 BDX BECTON DICKINSON & CO1.2K sharesnew addition2025-06-302025-08-14 KLAC KLA CORP234 sharesnew addition2025-06-302025-08-14 GEV GE VERNOVA INC394 sharesnew addition2025-06-302025-08-14 VTI VANGUARD INDEX FDS685 sharesnew addition2025-06-302025-08-14 YUM YUM BRANDS INC1.4K sharesnew addition2025-06-302025-08-14 NU NU HLDGS LTD15.0K sharesnew addition2025-06-302025-08-14 UNH UNITEDHEALTH GROUP INC654 sharesnew addition2025-06-302025-08-14 CAH CARDINAL HEALTH INC1.2K sharesnew addition2025-06-302025-08-14 NWG NATWEST GROUP PLC12.9K sharesnew addition2025-06-302025-08-14 LYG LLOYDS BANKING GROUP PLC26.2K sharesnew addition2025-06-302025-08-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available