Scott Marsh Financial, LLC Purchases in Q2 2025

Scott Marsh Financial, LLC

  • $270 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
50.1K
New
$22.92 - $28.05 $1.15M - $1.41M
50.1K $1.41B
LOW
Lowes Companies Inc

Consumer Cyclical
6.24K
New
$210.83 - $235.28 $1.31M - $1.47M
6.24K $1.38B
CVS
Cvs Health Corp

Healthcare
20K
New
$60.04 - $70.18 $1.2M - $1.4M
20K $1.38B
VRSK
Verisk Analytics, Inc.

Industrials
4.37K
New
$277.03 - $321.33 $1.21M - $1.4M
4.37K $1.36B
MS
Morgan Stanley

Financial Services
9.6K
New
$99.83 - $140.86 $958K - $1.35M
9.6K $1.35B
AMT
American Tower Corp

Real Estate
6.09K
New
$203.96 - $228.19 $1.24M - $1.39M
6.09K $1.35B
Cooper Cos Inc
18.5K
New
N/A
18.5K $1.31B
IDXX
Idexx Laboratories Inc

Healthcare
2.45K
New
$361.04 - $536.34 $884K - $1.31M
2.45K $1.31B
RMBS
Rambus Inc

Technology
20.4K
New
$42.9 - $64.02 $874K - $1.3M
20.4K $1.3B
WST
West Pharmaceutical Services Inc

Healthcare
5.91K
New
$190.39 - $227.7 $1.12M - $1.34M
5.91K $1.29B
CAT
Caterpillar Inc

Industrials
3.29K
New
$273.94 - $388.21 $901K - $1.28M
3.29K $1.28B
THC
Tenet Healthcare Corp

Healthcare
7.25K
New
$110.41 - $176.0 $800K - $1.28M
7.25K $1.28B
CVX
Chevron Corp

Energy
8.9K
New
$133.73 - $168.51 $1.19M - $1.5M
8.9K $1.27B
AIG
American International Group, Inc.

Financial Services
14.7K
New
$77.56 - $87.72 $1.14M - $1.29M
14.7K $1.26B
WFC
Wells Fargo & Company

Financial Services
15.6K
New
$60.98 - $80.12 $950K - $1.25M
15.6K $1.25B
ODFL
Old Dominion Freight Line, Inc.

Industrials
7.39K
New
$146.74 - $176.07 $1.08M - $1.3M
7.39K $1.2B
POOL
Pool Corp

Industrials
4.11K
New
$285.0 - $325.66 $1.17M - $1.34M
4.11K $1.2B
HEIA
Heico Crp Cl A
4.58K
New
N/A
4.58K $1.18B
ALGN
Align Technology Inc

Healthcare
6.25K
New
$144.32 - $190.42 $902K - $1.19M
6.25K $1.18B
BRO
Brown & Brown, Inc.

Financial Services
10.7K
New
$104.48 - $124.43 $1.11M - $1.33M
10.7K $1.18B
ACIW
Aci Worldwide, Inc.

Technology
25.6K
New
$44.59 - $57.17 $1.14M - $1.46M
25.6K $1.18B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
28.9K
New
$32.66 - $40.75 $943K - $1.18M
28.9K $1.17B
EPAM
Epam Systems, Inc.

Technology
6.61K
New
N/A
6.61K $1.17B
LII
Lennox International Inc

Industrials
1.99K
New
$508.76 - $605.77 $1.01M - $1.21M
1.99K $1.14B
DPZ
Dominos Pizza Inc

Consumer Cyclical
2.52K
New
$430.72 - $497.52 $1.09M - $1.25M
2.52K $1.14B
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
50.4K
New
$21.55 - $22.2 $1.09M - $1.12M
50.4K $1.11B
WMB
Williams Companies, Inc.

Energy
17.4K
New
$54.33 - $62.87 $946K - $1.09M
17.4K $1.09B
HLI
Houlihan Lokey, Inc.

Financial Services
5.97K
New
$141.59 - $182.75 $846K - $1.09M
5.97K $1.07B
PAYC
Paycom Software, Inc.

Technology
4.63K
New
$193.07 - $265.71 $894K - $1.23M
4.63K $1.07B
CI
Cigna Corp

Healthcare
3.21K
New
$301.89 - $340.04 $970K - $1.09M
3.21K $1.06B
MPC
Marathon Petroleum Corp

Energy
6.33K
New
$118.55 - $170.08 $750K - $1.08M
6.33K $1.05B
ROST
Ross Stores, Inc.

Consumer Cyclical
8.2K
New
$126.62 - $154.26 $1.04M - $1.26M
8.2K $1.05B
AES
Aes Corp

Utilities
97.7K
New
$9.63 - $12.55 $941K - $1.23M
97.7K $1.03B
OLED
Universal Display Corp Pa

Technology
6.56K
New
$106.6 - $161.02 $699K - $1.06M
6.56K $1.01B
STRL
Sterling Construction CO Inc

Industrials
4.39K
New
$104.96 - $231.51 $460K - $1.02M
4.39K $1.01B
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
7.65K
New
$103.49 - $133.44 $792K - $1.02M
7.65K $1.01B
PCG
Pg&E Corp

Utilities
71.9K
New
$13.55 - $17.87 $974K - $1.28M
71.9K $1B
AVAV
Aero Vironment Inc

Industrials
3.44K
New
$111.65 - $284.95 $385K - $981K
3.44K $981M
MET
Metlife Inc

Financial Services
11.9K
New
$68.42 - $82.49 $815K - $983K
11.9K $958M
BMY
Bristol Myers Squibb CO

Healthcare
20.7K
New
$44.12 - $59.6 $911K - $1.23M
20.7K $956M
CVLT
Commvault Systems Inc

Technology
5.37K
New
$139.35 - $190.99 $749K - $1.03M
5.37K $937M
TDY
Teledyne Technologies Inc

Technology
1.83K
New
$435.54 - $512.31 $795K - $935K
1.83K $935M
BMI
Badger Meter Inc

Technology
3.81K
New
$170.72 - $254.17 $651K - $969K
3.81K $934M
CSGP
Costar Group, Inc.

Real Estate
11.4K
New
$72.62 - $83.22 $824K - $945K
11.4K $913M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
17.4K
New
$45.11 - $52.34 $785K - $911K
17.4K $911M
CNC
Centene Corp

Healthcare
16.6K
New
$53.4 - $64.29 $889K - $1.07M
16.6K $904M
VCIT
Vanguard Intermediate Term Cor

ETFs
10.7K
New
$79.56 - $82.92 $854K - $890K
10.7K $890M
SCHV
Schwab Strategic Tr Us Large C

ETFs
31.7K
New
$23.55 - $27.67 $747K - $878K
31.7K $878M
SPTL
Spdr Portfolio Long Term Treas

ETFs
32.5K
New
$25.48 - $27.78 $829K - $904K
32.5K $865M
Activity Summary
Buys All Purchases 248 New Holdings 248 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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