Brandon Silvia Portfolio
Invests via SILVIA MCCOLL WEALTH MANAGEMENT, LLC | Managed by Brandon Silvia, William (Bill) G. McColl
Invests via SILVIA MCCOLL WEALTH MANAGEMENT, LLC
Managed by Brandon Silvia, William (Bill) G. McColl
Automatically Tracked
Brandon Silvia Profile
Former operator turned investor focused on growth-stage technology and consumer startups, Brandon Silvia brings product and GTM experience to early growth investing. He has led cross-functional teams in product management, marketing and commercial strategy, and is active in deal sourcing, diligence and board engagement for portfolio companies. Known for scaling customer acquisition and monetization models, he advises founders on go-to-market playbooks and unit-economics optimization while allocating capital across SaaS and direct-to-consumer opportunities.
Former operator turned investor focused on growth-stage technology and consumer startups, Brandon Silvia brings product and GTM experience to early growth investing. He has led cross-functional teams in product management, marketing and commercial strategy, and is active in deal sourcing, diligence and board engagement for portfolio companies. Known for scaling customer acquisition and monetization models, he advises founders on go-to-market playbooks and unit-economics optimization while allocating capital across SaaS and direct-to-consumer opportunities.
Investment Philosophy & Strategy
Operator-led growth investor focused on early growth technology and consumer businesses, deploying capital where product‑market fit is evident and GTM levers can be scaled. Prefers SaaS and direct‑to‑consumer models with clear unit economics, emphasizing CAC payback, LTV expansion and monetization paths. Investment style is hands‑on: sourcing and diligence informed by product and marketing experience, active board engagement, and playbook-driven value creation. Capital allocation favors concentrated, conviction bets with staged follow‑ons and KPI‑based risk management.
Operator-led growth investor focused on early growth technology and consumer businesses, deploying capital where product‑market fit is evident and GTM levers can be scaled. Prefers SaaS and direct‑to‑consumer models with clear unit economics, emphasizing CAC payback, LTV expansion and monetization paths. Investment style is hands‑on: sourcing and diligence informed by product and marketing experience, active board engagement, and playbook-driven value creation. Capital allocation favors concentrated, conviction bets with staged follow‑ons and KPI‑based risk management.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
55.29%
Gain -0.39%
Monthly
1.21%
Yearly
15.48%
Drawdown
17.77%
$169.64M
Equity
Holdings
$169.64M
Investment
$111.26M
$65.75M
Profit -$547,179.01
Realized
$7.37M
Unrealized
$58.38M
Dividends
$9.02M
Goals
Avg. 65.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.39%
Profit
-$547,179.01
Win %
83%
This Week
Compared To Last Week
Gain
-0.58%
Profit
-$990,853.91
Win %
83%
This Month
Compared to last month
Gain
-0.32%
Profit
-$547,179.01
Win %
83%
This Year
Compared to last year
Gain
1.54%
Profit
$2.6M
Win %
84%
AMZN Amazon.com Inc
+15.32%
+$109,935.73 
GOOG Alphabet Inc
+6.88%
+$173,055.98 
GOOGL Alphabet Inc
+6.73%
+$127,135.26 
MSFT Microsoft Corp.
+3.02%
+$106,916.92 
NVDA NVIDIA Corporation
+2.93%
+$57,728.17 
CVX Chevron Corporation
+2.35%
+$173,676.48 
BP BP p.l.c. Sponsored ADR
+2.26%
+$16,670 
GLW Corning Incorporated
+2.24%
+$12,498.75 
CSCO Cisco Systems, Inc.
+2.14%
+$17,440.11 
OKE ONEOK, Inc.
+1.95%
+$12,682.86 
KMI Kinder Morgan, Inc.
+1.64%
+$9,375.6 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+1.53%
+$7,791.28 
VZ Verizon Communications Inc.
+1.52%
+$8,757 
GE General Electric Company
+1.42%
+$3,998.85 
COP ConocoPhillips
+1.22%
+$3,668.5 
WFC Wells Fargo & Company
+1.19%
+$6,148.56 
UNP Union Pacific Corporation
+0.92%
+$6,829.89 
WMB The Williams Companies, Inc.
+0.89%
+$1,791.72 
MGC Vanguard Mega Cap ETF
+0.87%
+$15,000.08 
IBM International Business Machines Corporation
+0.86%
+$3,458.97 
GEV GE Vernova Inc.
+0.85%
+$1,628.76 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$1,590.75 
MCD McDonald's Corporation
+0.82%
+$3,663.02 
EMR Emerson Electric Co.
+0.79%
+$4,454.54 
TSLA Tesla, Inc.
+0.76%
+$11,976.9 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$20,025.11 
VOO Vanguard S&P 500 ETF
+0.71%
+$2,172.44 
ESGU iShares ESG Aware MSCI USA ETF
+0.71%
+$6,736.64 
CAT Caterpillar Inc.
+0.7%
+$9,196.72 
IVV iShares Core S&P 500 ETF
+0.69%
+$21,888 
ILCB iShares Morningstar U.S. Equity ETF
+0.68%
+$11,056.5 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$15,828.6 
CGDV Capital Group Dividend Value ETF
+0.63%
+$132,432 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$23,808.25 
VTHR Vanguard Russell 3000 ETF
+0.59%
+$4,809.57 
IWV ISHARES RUSSELL 3000 ETF
+0.58%
+$13,293.17 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$2,254.28 
HON Honeywell International Inc.
+0.47%
+$1,037.4 
PAVE Global X U.S. Infrastructure Development ETF
+0.46%
+$1,321.85 
CSX CSX Corporation
+0.42%
+$1,008 
RTX RTX Corporation
+0.39%
+$908.04 
VLO Valero Energy Corporation
+0.38%
+$3,486.7 
VONV Vanguard Russell 1000 Value Index Fund
+0.38%
+$1,524.6 
AVGO Broadcom Inc.
+0.37%
+$6,816.96 
PG Procter & Gamble Co
+0.37%
+$1,755.36 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$9,804.06 
BAC Bank of America Corporation
+0.36%
+$3,589.74 
ZION Zions Bancorporation, National Association
+0.35%
+$845.76 
GD General Dynamics Corporation
+0.32%
+$5,647.38 
MRK Merck & Co., Inc.
+0.32%
+$1,540 
JPM JPMorgan Chase & Co.
+0.27%
+$5,201.02 
JNJ Johnson & Johnson
+0.21%
+$2,090.32 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$2,855.7 
USB U.S. Bancorp
+0.17%
+$508.96 
MS Morgan Stanley
+0.17%
+$1,359.73 
FTCA Franklin California Municipal Income ETF
+0.14%
+$281.25 
MMM 3M Company
+0.12%
+$594.91 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$1,886.49 
WMT Walmart Inc.
+0.09%
+$1,507.83 
ABT Abbott Laboratories
+0.09%
+$415.89 
FLTR VanEck IG Floating Rate ETF
+0.08%
+$627.36 
CGGO Capital Group Global Growth Equity ETF
+0.05%
+$2,175.64 
DIS The Walt Disney Company
+0.03%
+$112.5 
CWEN Clearway Energy Inc.
0%
$0 
AAPL Apple Inc.
-7.35%
-$859,597.29 
EIX Edison International
-6.81%
-$15,066.96 
MU Micron Technology, Inc.
-5.9%
-$13,630.3 
PBA Pembina Pipeline Corporation
-2.97%
-$10,500 
QCOM QUALCOMM Incorporated
-2.63%
-$32,865.71 
ABBV AbbVie Inc.
-2.51%
-$18,730.65 
YUM Yum! Brands, Inc.
-2.37%
-$9,076.8 
CPT Camden Property Trust
-2.19%
-$6,425.68 
CCJ Cameco Corporation
-2.1%
-$10,378.5 
NFLX Netflix, Inc.
-2%
-$5,584.5 
GLD SPDR Gold Shares
-1.49%
-$11,616.52 
IAU iShares Gold Trust
-1.46%
-$21,109.53 
UEC Uranium Energy Corp.
-1.44%
-$3,500 
TM Toyota Motor Corporation
-1.28%
-$3,038.09 
FCX Freeport-McMoRan Inc.
-1.28%
-$3,048.84 
SRE Sempra
-1.15%
-$9,361.67 
DE Deere & Company
-1.13%
-$3,923.59 
PLD Prologis Inc.
-1.08%
-$6,198.34 
INTC Intel Corporation
-1.02%
-$8,081.7 
XOM Exxon Mobil Corporation
-0.97%
-$13,652.19 
O Realty Income Corporation
-0.87%
-$3,144.4 
KXI iShares Global Consumer Staples ETF
-0.86%
-$2,400 
DBJP Xtrackers MSCI Japan Hedged Equity ETF
-0.85%
-$3,325 
IQLT iShares MSCI International Quality Factor ETF
-0.81%
-$25,489.7 
MCO Moody's Corporation
-0.81%
-$2,878.97 
HIG The Hartford Insurance Group, Inc.
-0.8%
-$1,824 
CVS CVS Health Corporation
-0.75%
-$1,817 
MAR Marriott International Inc. - Class A
-0.71%
-$2,339.97 
IYH iShares U.S. Healthcare ETF
-0.7%
-$7,584 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$1,449.56 
AMGN Amgen Inc.
-0.64%
-$3,174.41 
PM Philip Morris International Inc.
-0.61%
-$1,545.79 
LLY Eli Lilly and Company
-0.53%
-$2,954.66 
XLRE The Real Estate Select Sector SPDR Fund
-0.51%
-$5,273.9 
DFGR Dimensional Global Real Estate ETF
-0.5%
-$9,115.65 
ALL Allstate Corporation
-0.49%
-$1,319.51 
PEP PepsiCo, Inc.
-0.46%
-$2,865.28 
IEV iShares Europe ETF
-0.44%
-$1,320 
HD The Home Depot, Inc.
-0.42%
-$2,358.86 
AXP American Express Company
-0.38%
-$1,532.88 
COR Cencora, Inc.
-0.28%
-$790.33 
WDFC WD-40 Company
-0.27%
-$2,487.4 
BX Blackstone Inc.
-0.25%
-$1,254.11 
CBNA Chain Bridge Bancorp Inc.
-0.24%
-$880 
COST Costco Wholesale Corporation
-0.24%
-$4,911.06 
VB Vanguard Small-Cap ETF
-0.22%
-$732.58 
IXN iShares Global Tech ETF
-0.21%
-$6,104.44 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$4,158 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$19,121.76 
EPD Enterprise Products Partners L.P.
-0.18%
-$1,480.03 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.17%
-$910 
IEI iShares 3-7 Year Treasury Bond ETF
-0.14%
-$1,268.48 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$864.77 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$5,139.44 
TIP iShares TIPS Bond ETF
-0.1%
-$336.05 
VO Vanguard Mid-Cap ETF
-0.05%
-$459.6 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.04%
-$1,234 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$495.04 Events
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Dividends
Dividend Analysis
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| Trades 897 | Longs Won 683/897 76% | Profit Factor 31.74 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $313,515.89 |
| Average Win $99,401.5 | Best Trade (Aug 31) $5.61M | Sharpe Ratio -10.18 |
| Average Loss -$9,996.66 | Worst Trade (Mar 30) -$192,071.64 | Z-Score 13.49 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 4w 1d | Expectancy $73,302.05 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 16,949 | 15,254 | 13,559 | 11,864 | 10,169 | 8,475 | 6,780 | 5,085 | 3,390 | 1,695 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 35,057 | $4.9M | $10.83M | - | $5.93M | 121.07% | -7.354% |
| ABBV AbbVie Inc. | 2,895 | $469,212.99 | $726,471.3 | - | $257,258.31 | 54.83% | -2.513% |
| ABT Abbott Laboratories | 4,621 | $507,786.52 | $488,439.7 | - | -$19,346.82 | -3.81% | +0.085% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 7,000 | $318,500 | $526,750 | - | $208,250 | 65.38% | -0.172% |
| ALL Allstate Corporation | 1,015 | $210,176 | $268,041.19 | - | $57,865.19 | 27.53% | -0.49% |
| AMGN Amgen Inc. | 1,280 | $359,182.03 | $493,004.8 | - | $133,822.77 | 37.26% | -0.64% |
| AMZN Amazon.com Inc | 3,047 | $303,128.95 | $827,504.23 | - | $524,375.28 | 172.99% | +15.321% |
| ANGL VanEck Fallen Angel High Yield Bond ETF | 123,400 | $3.42M | $3.57M | - | $150,812.89 | 4.41% | -0.035% |
| AVEM Avantis Emerging Markets Equity ETF | 20,961 | $1.34M | $1.88M | - | $535,809.78 | 39.97% | +0.101% |
| AVGO Broadcom Inc. | 4,734 | $275,843.84 | $1.84M | - | $1.57M | 568.08% | +0.371% |
| AXP American Express Company | 1,207 | $229,551.09 | $405,853.75 | - | $176,302.66 | 76.8% | -0.376% |
| BAC Bank of America Corporation | 16,317 | $540,639.7 | $1.01M | - | $470,198.45 | 86.97% | +0.356% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 27,720 | $2.09M | $2.09M | - | $6,981.03 | 0.33% | -0.198% |
| BP BP p.l.c. Sponsored ADR | 16,670 | $582,711.51 | $753,817.4 | - | $171,105.89 | 29.36% | +2.261% |
| BRK-B Berkshire Hathaway Inc. | 5,271 | $1.76M | $2.7M | - | $941,243.38 | 53.63% | +0.365% |
| BX Blackstone Inc. | 3,919 | $341,580.61 | $500,652.25 | - | $159,071.64 | 46.57% | -0.25% |
| CAT Caterpillar Inc. | 1,622 | $407,450.97 | $1.32M | - | $914,170.85 | 224.36% | +0.701% |
| CBNA Chain Bridge Bancorp Inc. | 8,000 | $190,240 | $364,320 | - | $174,080 | 91.51% | -0.241% |
| CCJ Cameco Corporation | 5,610 | $224,085.61 | $484,591.8 | - | $260,506.19 | 116.25% | -2.097% |
| CGDV Capital Group Dividend Value ETF | 427,200 | $17.08M | $21.16M | - | $4.09M | 23.93% | +0.63% |
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FAQ
Which stocks have generated the highest profits for Brandon Silvia?
The largest contributions to the portfolio's profits come from the following stocks: Apple Inc - $2.13M, Schwab U.S. Dividend Equity ETF - $1.92M, Chevron Corporation - $881,811.61, Vanguard Mid-Cap ETF - $765,276.76, and VANGUARD SMALL-CAP VALUE ETF - $735,432.49. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Pfizer Inc - $217,023.29, Charles Schwab Corporation - $71,403.95, CVS Health Corporation - $59,902, Franklin Bitcoin ETF - $57,095.43, and Bristol-Myers Squibb Company - $55,882.6. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Brandon Silvia's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.02M earned over time. The largest contributors to dividend income include Schwab U.S. Dividend Equity ETF - $938,985.4, Chevron Corporation - $926,895.18, VanEck Fallen Angel High Yield Bond ETF - $666,834.74, VANGUARD SMALL-CAP VALUE ETF - $558,871.04, and Capital Group Dividend Value ETF - $246,468.7. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Brandon Silvia's monthly returns?
Brandon Silvia's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Brandon Silvia's strategy be considered aggressive or moderate?
Brandon Silvia's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Brandon Silvia's strategy?
Brandon Silvia's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
