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Bryan M. Marshall Inc. - New Portfolio

Apple Inc.

Bryan M. Marshall Inc.
Individual Investor
Ranked #198,472 out of 848,151 TipRanks' Investors
Success Rate
76%
25 out of 33
profitable transactions
Average Return
22.01%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 12.63%
6-Month Return▲ 53.07%
12-Month Return-
YTD Return▲ 8.81%
Total Return▲ 63.66%

Best Trade

Opened at
Closed at-
Gain▲ 153.32%

Bio

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

Performance

13.48%0-13.48%
▲ 9.25%
▲ 5.14%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 13.48%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 7.16%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 5.57%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 9.83%
Oct 2025
▼ 3.58%
▲ 0.19%
▲ 0.12%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 6.55%
Dec 2025
▲ 1.08%
▲ 1.94%
▲ 8.81%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 9.25%▲ 5.14%
▲ 7.60%▲ 2.30%▲ 13.48%
▲ 2.76%▲ 2.05%▲ 7.16%
▲ 12.88%▲ 3.56%▲ 5.57%
▲ 10.96%▲ 2.38%▲ 9.83%
▼ 3.58%▲ 0.19%▲ 0.12%
▼ 0.10%▲ 0.08%▲ 6.55%
▲ 1.08%▲ 1.94%▲ 8.81%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Tesla
1.66%
▲ 27.41%
6
Sell
Jan 11, 2026
IMPINJ
1.47%
▲ 73.59%
5
Sell
Jan 11, 2026
Alphabet Class A
1.77%
▲ 59.42%
3
Sell
Jan 11, 2026
Mercedes-Benz Group
0.95%
▲ 19.92%
4
Sell
Dec 05, 2025
First Majestic Silver
0.15%
▲ 153.32%
2
Sell
Dec 04, 2025
Anglogold Ashanti PLC
0.44%
▲ 119.01%
4
Sell
Dec 04, 2025
SPDR S&P 500 ETF Trust
4.49%
▲ 12.70%
3
Sell
Dec 04, 2025
Nasdaq-100 Index Fund Class K
0.36%
▲ 13.86%
3
Sell
Dec 04, 2025
TIAA-CREF S & P 500 Index Fund Inst
0.69%
▲ 10.13%
2
Sell
Dec 04, 2025
Apple
1.76%
▲ 24.18%
3
Sell
Dec 04, 2025
Nvidia
0.93%
▲ 15.60%
4
Sell
Dec 04, 2025
Fidelity National Financial
0.57%
▲ 2.54%
2
Sell
Dec 04, 2025
Invesco ESG NASDAQ 100 ETF
0.34%
▲ 14.39%
3
Sell
Dec 04, 2025
Nasdaq-100 Index Fund Class S
0.36%
▲ 13.95%
3
Sell
Dec 04, 2025
SPDR Gold Shares
3.57%
▲ 39.37%
2
Sell
Dec 04, 2025
Meta Platforms
6.94%
▼ 10.79%
3
Sell
Sep 12, 2025
Ethereum
▲ 58.92%
5
Close
Aug 25, 2025
Microsoft
5.14%
▼ 6.70%
2
Sell
Aug 04, 2025
Delta Air Lines
3.57%
▲ 41.14%
3
Buy
Aug 01, 2025
Bitcoin
1.23%
▼ 18.03%
5
Sell
Jul 30, 2025