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Home > Institutional Investor > Scott Marsh Financial, Llc > Profile

Instuitional Investor - Scott Marsh Financial, Llc

Fund Profile
Filing Period:
Fund Name: Scott Marsh Financial, Llc
Portfolio Value $269,650,982
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 61,640 $12,646,742 4.69%
2.
Microsoft Corp
 MSFT 21,802 $10,844,962 4.02%
3.
Amazon Com Inc
 AMZN 40,242 $8,828,692 3.27%
4.
Nvidia Corp
 NVDA 47,610 $7,521,908 2.79%
5.
Oracle Corp
 ORCL 26,952 $5,892,654 2.19%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)