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Bryan M. Marshall Inc. - New Portfolio

Apple Inc.

Bryan M. Marshall Inc.
Individual Investor
Ranked #244,263 out of 826,007 TipRanks' Investors
Success Rate
72%
23 out of 32
profitable transactions
Average Return
15.28%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 9.35%
6-Month Return-
12-Month Return-
YTD Return▲ 41.28%
Total Return▲ 41.28%

Best Trade

Opened at
Closed at-
Gain▲ 75.87%

Bio

~ B.- Marshall @ Delta: delta.app | delta.com

Performance

13.69%0-13.69%
▼ 6.38%
▼ 5.57%
Mar 2025
▲ 0.80%
▼ 0.87%
Apr 2025
▲ 11.63%
▲ 6.28%
May 2025
▲ 9.25%
▲ 5.14%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 13.69%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 7.16%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 5.60%
Sep 2025
▲ 10.09%
▲ 2.05%
▲ 9.81%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%
▲ 0.80%▼ 0.87%
▲ 11.63%▲ 6.28%
▲ 9.25%▲ 5.14%
▲ 7.60%▲ 2.30%▲ 13.69%
▲ 2.76%▲ 2.05%▲ 7.16%
▲ 12.88%▲ 3.56%▲ 5.60%
▲ 10.09%▲ 2.05%▲ 9.81%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Meta Platforms
6.91%
▼ 7.46%
3
Sell
Sep 12, 2025
Ethereum
▲ 58.92%
5
Close
Aug 25, 2025
Alphabet Class A
2.95%
▲ 35.13%
1
Open
Aug 24, 2025
Anglogold Ashanti PLC
0.51%
▲ 54.85%
3
Sell
Aug 04, 2025
IMPINJ
1.89%
▲ 75.87%
3
Sell
Aug 04, 2025
Nvidia
1.25%
▲ 26.81%
3
Sell
Aug 04, 2025
Microsoft
5.45%
▲ 2.61%
2
Sell
Aug 04, 2025
Mercedes-Benz Group
1.19%
▲ 13.38%
3
Buy
Aug 02, 2025
Delta Air Lines
2.76%
▲ 13.50%
3
Buy
Aug 01, 2025
SPDR Gold Shares
3.87%
▲ 22.17%
1
Open
Jul 31, 2025
Bitcoin
1.43%
▼ 1.83%
5
Sell
Jul 30, 2025
Booking Holdings
47.85%
▼ 10.99%
2
Sell
Jul 30, 2025
Coinbase Global
3.44%
▼ 12.97%
1
Open
Jul 30, 2025
Tesla
2.76%
▲ 47.78%
3
Sell
Jul 29, 2025
SPDR S&P 500 ETF Trust
5.34%
▲ 9.89%
2
Sell
Jul 26, 2025
Nasdaq-100 Index Fund Class K
0.43%
▲ 13.36%
2
Sell
Jul 26, 2025
Apple
2.63%
▲ 29.38%
2
Sell
Jul 26, 2025
Invesco ESG NASDAQ 100 ETF
0.39%
▲ 14.57%
2
Sell
Jul 26, 2025
Nasdaq
1.7%
▼ 3.48%
3
Sell
Jul 26, 2025
Nasdaq-100 Index Fund Class S
0.42%
▲ 13.42%
2
Sell
Jul 26, 2025