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Bryan M. Marshall Inc. - New Portfolio

Apple Inc.

Bryan M. Marshall Inc.
Individual Investor
Ranked #207,757 out of 832,415 TipRanks' Investors
Success Rate
75%
24 out of 32
profitable transactions
Average Return
17.71%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.99%
6-Month Return-
12-Month Return-
YTD Return▲ 45.49%
Total Return▲ 45.49%

Best Trade

Opened at
Closed at-
Gain▲ 99.70%

Bio

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

Performance

13.69%0-13.69%
▲ 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
▲ 10.96%
▲ 2.38%
▲ 9.83%
Oct 2025
▼ 3.44%
▲ 0.19%
▲ 0.03%
Nov 2025
▼ 0.68%
▼ 0.24%
▲ 2.94%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 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%
▲ 10.96%▲ 2.38%▲ 9.83%
▼ 3.44%▲ 0.19%▲ 0.03%
▼ 0.68%▼ 0.24%▲ 2.94%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Mercedes-Benz Group
0.99%
▲ 23.78%
4
Sell
Dec 05, 2025
Tesla
1.78%
▲ 54.11%
4
Sell
Dec 04, 2025
First Majestic Silver
0.13%
▲ 99.70%
2
Sell
Dec 04, 2025
Anglogold Ashanti PLC
0.41%
▲ 88.01%
4
Sell
Dec 04, 2025
SPDR S&P 500 ETF Trust
4.53%
▲ 10.21%
3
Sell
Dec 04, 2025
Nasdaq-100 Index Fund Class K
0.36%
▲ 11.10%
3
Sell
Dec 04, 2025
IMPINJ
1.05%
▲ 24.02%
4
Sell
Dec 04, 2025
TIAA-CREF S & P 500 Index Fund Inst
0.69%
▲ 7.67%
2
Sell
Dec 04, 2025
Apple
1.93%
▲ 32.79%
3
Sell
Dec 04, 2025
Nvidia
0.9%
▲ 9.40%
4
Sell
Dec 04, 2025
Fidelity National Financial
0.61%
▲ 5.23%
2
Sell
Dec 04, 2025
Invesco ESG NASDAQ 100 ETF
0.34%
▲ 11.64%
3
Sell
Dec 04, 2025
Nasdaq-100 Index Fund Class S
0.36%
▲ 11.22%
3
Sell
Dec 04, 2025
SPDR Gold Shares
3.51%
▲ 30.53%
2
Sell
Dec 04, 2025
Alphabet Class A
1.71%
▲ 48.58%
2
Sell
Dec 04, 2025
Meta Platforms
7.07%
▼ 10.55%
3
Sell
Sep 12, 2025
Ethereum
▲ 58.92%
5
Close
Aug 25, 2025
Microsoft
5.25%
▼ 6.43%
2
Sell
Aug 04, 2025
Delta Air Lines
3.57%
▲ 38.72%
3
Buy
Aug 01, 2025
Bitcoin
1.25%
▼ 18.88%
5
Sell
Jul 30, 2025