SCOTT MARSH FINANCIAL, LLC
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AES | 98K | $1.03M |
 | PCG | 72K | $1.00M |
 | AAPL | 62K | $12.65M |
 | NVDA | 48K | $7.52M |
 | SNFCA | 41K | $406.72K |
 | VZ | 41K | $1.77M |
 | AMZN | 40K | $8.83M |
 | FCX | 35K | $1.51M |
 | BAC | 32K | $1.53M |
 | GLW | 29K | $1.53M |
 | ORCL | 27K | $5.89M |
 | TILE | 26K | $551.46K |
 | LYG | 26K | $111.53K |
 | ACIW | 26K | $1.18M |
 | GOOG | 23K | $4.10M |
 | CSX | 23K | $748.68K |
 | MSFT | 22K | $10.84M |
 | ABT | 22K | $2.93M |
 | SBUX | 21K | $1.90M |
 | BMY | 21K | $956.26K |
The AES Corporation
AES
Shares Held
98K
Value
$1.03M
Pacific Gas & Electric Co.
PCG
Shares Held
72K
Value
$1.00M
Apple Inc.
AAPL
Shares Held
62K
Value
$12.65M
NVIDIA Corporation
NVDA
Shares Held
48K
Value
$7.52M
Security National Financial Corporation
SNFCA
Shares Held
41K
Value
$406.72K
Verizon Communications Inc.
VZ
Shares Held
41K
Value
$1.77M
Amazon.com, Inc.
AMZN
Shares Held
40K
Value
$8.83M
Freeport-McMoRan Inc.
FCX
Shares Held
35K
Value
$1.51M
Bank of America Corporation
BAC
Shares Held
32K
Value
$1.53M
Corning Incorporated
GLW
Shares Held
29K
Value
$1.53M
Oracle Corporation
ORCL
Shares Held
27K
Value
$5.89M
Interface, Inc.
TILE
Shares Held
26K
Value
$551.46K
Lloyds Banking Group plc
LYG
Shares Held
26K
Value
$111.53K
ACI Worldwide, Inc.
ACIW
Shares Held
26K
Value
$1.18M
Alphabet Inc.
GOOG
Shares Held
23K
Value
$4.10M
CSX Corporation
CSX
Shares Held
23K
Value
$748.68K
Microsoft Corporation
MSFT
Shares Held
22K
Value
$10.84M
Abbott Laboratories
ABT
Shares Held
22K
Value
$2.93M
Starbucks Corporation
SBUX
Shares Held
21K
Value
$1.90M
Bristol-Myers Squibb Company
BMY
Shares Held
21K
Value
$956.26K