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:
60.28%
Gain +0.36%
Monthly
1.16%
Yearly
14.92%
Drawdown
17.77%
$169.29M
Equity
Holdings
$169.29M
Investment
$111.03M
$65.69M
Profit +$485,438.37
Realized
$7.43M
Unrealized
$58.26M
Dividends
$9.46M
Goals
Avg. 59.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.36%
Profit
$485,438.37
Win %
78%
This Week
Compared To Last Week
Gain
-0.06%
Profit
-$106,190.6
Win %
78%
This Month
Compared to last month
Gain
1.65%
Profit
$2.75M
Win %
78%
This Year
Compared to last year
Gain
0.94%
Profit
$1.6M
Win %
80%
UEC Uranium Energy Corp.
+5.71%
+$11,000 
MCO Moody's Corporation
+4.57%
+$15,685.89 
HD The Home Depot, Inc.
+4.32%
+$21,653.7 
MAR Marriott International Inc. - Class A
+3.74%
+$12,264.87 
LLY Eli Lilly and Company
+3.56%
+$20,721.18 
QCOM QUALCOMM Incorporated
+3.36%
+$47,774.6 
NFLX Netflix, Inc.
+2.89%
+$7,539.84 
BX Blackstone Inc.
+2.86%
+$11,700.96 
YUM Yum! Brands, Inc.
+2.84%
+$10,150.4 
IBM International Business Machines Corporation
+2.73%
+$11,264.42 
WFC Wells Fargo & Company
+2.3%
+$11,215.8 
AXP American Express Company
+2.24%
+$8,286.06 
CCJ Cameco Corporation
+2.21%
+$10,098 
USB U.S. Bancorp
+2.02%
+$5,251.65 
ZION Zions Bancorporation, National Association
+2%
+$4,352.14 
MU Micron Technology, Inc.
+1.88%
+$4,644 
IYH iShares U.S. Healthcare ETF
+1.86%
+$21,488 
AMGN Amgen Inc.
+1.86%
+$9,832.14 
IAU iShares Gold Trust
+1.8%
+$25,966.59 
TM Toyota Motor Corporation
+1.79%
+$3,959.74 
GLD SPDR Gold Shares
+1.78%
+$13,828.25 
MCD McDonald's Corporation
+1.77%
+$6,933.68 
ABT Abbott Laboratories
+1.69%
+$8,017.44 
GE General Electric Company
+1.62%
+$3,967.05 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.57%
+$148,467.9 
DIS The Walt Disney Company
+1.54%
+$5,555.76 
COR Cencora, Inc.
+1.52%
+$4,537.68 
WMT Walmart Inc.
+1.47%
+$25,783.38 
VB Vanguard Small-Cap ETF
+1.45%
+$4,573.19 
IEV iShares Europe ETF
+1.42%
+$4,000 
ALL Allstate Corporation
+1.42%
+$3,400.25 
KXI iShares Global Consumer Staples ETF
+1.37%
+$3,780 
AMP Ameriprise Financial, Inc.
+1.34%
+$2,771.34 
IJR iShares Core S&P Small-Cap ETF
+1.31%
+$22,034.62 
IQLT iShares MSCI International Quality Factor ETF
+1.24%
+$39,114 
XLRE The Real Estate Select Sector SPDR Fund
+1.21%
+$11,857 
CWEN Clearway Energy Inc.
+1.18%
+$2,553.25 
SCHD Schwab U.S. Dividend Equity ETF
+1.17%
+$18,582.78 
FTCA Franklin California Municipal Income ETF
+1.09%
+$2,131.8 
MSFT Microsoft Corp.
+1.08%
+$45,022.5 
IJH iShares Core S&P Mid-Cap ETF
+1.04%
+$49,078.5 
MDY SPDR S&P MidCap 400 ETF Trust
+1.01%
+$6,620.02 
VO Vanguard Mid-Cap ETF
+0.99%
+$8,915.92 
CBNA Chain Bridge Bancorp Inc.
+0.98%
+$3,840 
CPT Camden Property Trust
+0.96%
+$2,409.63 
CSX CSX Corporation
+0.86%
+$1,992 
UNP Union Pacific Corporation
+0.79%
+$5,819.45 
DFGR Dimensional Global Real Estate ETF
+0.77%
+$13,211.73 
VONV Vanguard Russell 1000 Value Index Fund
+0.74%
+$3,012.9 
GD General Dynamics Corporation
+0.71%
+$11,006.77 
O Realty Income Corporation
+0.69%
+$2,133.7 
EMR Emerson Electric Co.
+0.64%
+$3,888.24 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.63%
+$12,783.4 
FCX Freeport-McMoRan Inc.
+0.56%
+$1,467.96 
BAC Bank of America Corporation
+0.55%
+$4,568.76 
MMM 3M Company
+0.52%
+$2,436.38 
CGDV Capital Group Dividend Value ETF
+0.51%
+$108,881 
GOOGL Alphabet Inc
+0.47%
+$9,222.48 
TIP iShares TIPS Bond ETF
+0.45%
+$1,451.12 
VTHR Vanguard Russell 3000 ETF
+0.45%
+$3,705.68 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.43%
+$2,240 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.42%
+$1,836.42 
IWV ISHARES RUSSELL 3000 ETF
+0.42%
+$9,860.88 
IEI iShares 3-7 Year Treasury Bond ETF
+0.41%
+$3,697.22 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.39%
+$16,368 
ESGU iShares ESG Aware MSCI USA ETF
+0.39%
+$3,866.28 
CGGO Capital Group Global Growth Equity ETF
+0.37%
+$15,619.1 
GOOG Alphabet Inc
+0.36%
+$9,267.52 
PG Procter & Gamble Co
+0.34%
+$1,729.92 
MS Morgan Stanley
+0.33%
+$2,266.24 
SPY SPDR S&P 500 ETF Trust
+0.28%
+$8,083.25 
IVV iShares Core S&P 500 ETF
+0.28%
+$9,233.88 
VOO Vanguard S&P 500 ETF
+0.27%
+$867.18 
AMZN Amazon.com Inc
+0.27%
+$2,071.96 
RTX RTX Corporation
+0.23%
+$470.24 
PAVE Global X U.S. Infrastructure Development ETF
+0.21%
+$560.12 
MGC Vanguard Mega Cap ETF
+0.11%
+$2,071.94 
JPM JPMorgan Chase & Co.
+0.09%
+$1,588.62 
DE Deere & Company
+0.05%
+$184.64 
FLTR VanEck IG Floating Rate ETF
+0.04%
+$309.63 
VONG Vanguard Russell 1000 Growth Fund
+0.01%
+$15.75 
VLO Valero Energy Corporation
-3.43%
-$46,235.4 
CSCO Cisco Systems, Inc.
-3.33%
-$27,011.33 
INTC Intel Corporation
-2.85%
-$24,288.55 
PM Philip Morris International Inc.
-2.78%
-$7,480.1 
PSX Phillips 66
-2.75%
-$6,535.63 
PLD Prologis Inc.
-2.66%
-$13,612.85 
CAT Caterpillar Inc.
-1.8%
-$21,864.56 
NVDA NVIDIA Corporation
-1.79%
-$38,846.45 
GLW Corning Incorporated
-1.77%
-$10,312.5 
KMI Kinder Morgan, Inc.
-1.56%
-$9,375.6 
WDFC WD-40 Company
-1.48%
-$11,868.51 
OKE ONEOK, Inc.
-1.45%
-$9,694.37 
MRK Merck & Co., Inc.
-1.37%
-$7,587.12 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-1.36%
-$6,813.75 
XOM Exxon Mobil Corporation
-1.29%
-$19,495.57 
TSLA Tesla, Inc.
-1.29%
-$23,730.41 
CVX Chevron Corporation
-1.19%
-$101,491.29 
ILCB iShares Morningstar U.S. Equity ETF
-1.09%
-$16,986.1 
IXN iShares Global Tech ETF
-0.8%
-$24,851.78 
BP BP p.l.c. Sponsored ADR
-0.76%
-$6,167.9 
AVEM Avantis Emerging Markets Equity ETF
-0.7%
-$13,654.98 
PEP PepsiCo, Inc.
-0.69%
-$3,984.53 
PBA Pembina Pipeline Corporation
-0.68%
-$2,310 
EPD Enterprise Products Partners L.P.
-0.65%
-$4,903.25 
AVGO Broadcom Inc.
-0.57%
-$9,420.66 
DBJP Xtrackers MSCI Japan Hedged Equity ETF
-0.47%
-$1,890 
COP ConocoPhillips
-0.42%
-$1,518 
COST Costco Wholesale Corporation
-0.41%
-$8,562.54 
AAPL Apple Inc.
-0.28%
-$33,511.68 
JNJ Johnson & Johnson
-0.2%
-$2,011.44 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.18%
-$6,342.15 
META Meta Platforms Inc Class A
-0.13%
-$289.91 
QQQ Invesco QQQ Trust, Series 1
-0.13%
-$3,398.15 
BRK-B Berkshire Hathaway Inc.
-0.08%
-$2,213.82 
SRE Sempra
-0.08%
-$586.5 
ABBV AbbVie Inc.
-0.05%
-$419.8 
VZ Verizon Communications Inc.
-0.02%
-$125.1 Events
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Dividends
Dividend Analysis
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| Trades 944 | Longs Won 701/944 74% | Profit Factor 27.57 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $321,184.07 |
| Average Win $97,238.97 | Best Trade (Oct 14) $6.27M | Sharpe Ratio -10.26 |
| Average Loss -$10,174.09 | Worst Trade (Oct 15) -$193,854.38 | Z-Score 10.79 (100%) |
| Commissions $0 | Avg. Trade Length 1y 11m 2w 6d | Expectancy $69,589.21 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 16,667 | 15,000 | 13,333 | 11,667 | 10,000 | 8,333 | 6,667 | 5,000 | 3,333 | 1,667 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 34,908 | $4.88M | $11.94M | - | $7.06M | 144.67% | -0.28% |
| ABBV AbbVie Inc. | 2,895 | $469,212.99 | $820,254.82 | - | $351,041.83 | 74.82% | -0.051% |
| ABT Abbott Laboratories | 4,621 | $507,786.52 | $483,841.8 | - | -$23,944.72 | -4.72% | +1.685% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 7,000 | $318,500 | $522,550 | - | $204,050 | 64.07% | +0.431% |
| ALL Allstate Corporation | 1,015 | $210,176 | $243,112.8 | - | $32,936.8 | 15.67% | +1.418% |
| AMGN Amgen Inc. | 1,243 | $349,464.35 | $539,486.86 | - | $190,022.51 | 54.38% | +1.856% |
| AMP Ameriprise Financial, Inc. | 418 | $223,930.95 | $210,024.1 | - | -$13,906.85 | -6.21% | +1.337% |
| AMZN Amazon.com Inc | 3,047 | $303,128.95 | $776,253.72 | - | $473,124.77 | 156.08% | +0.268% |
| ANGL VanEck Fallen Angel High Yield Bond ETF | 126,843 | $3.51M | $3.48M | - | -$29,287.84 | -0.83% | -0.182% |
| AVEM Avantis Emerging Markets Equity ETF | 21,336 | $1.38M | $1.93M | - | $552,680.44 | 40.18% | -0.703% |
| AVGO Broadcom Inc. | 4,734 | $275,843.84 | $1.63M | - | $1.35M | 490.82% | -0.575% |
| AXP American Express Company | 1,207 | $229,551.09 | $378,774.7 | - | $149,223.61 | 65.01% | +2.237% |
| BAC Bank of America Corporation | 16,317 | $540,639.7 | $843,099.39 | - | $302,459.69 | 55.94% | +0.545% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 27,790 | $2.09M | $2.04M | - | -$48,689.28 | -2.33% | +0.63% |
| BP BP p.l.c. Sponsored ADR | 16,670 | $582,711.51 | $807,494.8 | - | $224,783.29 | 38.58% | -0.758% |
| BRK-B Berkshire Hathaway Inc. | 5,271 | $1.76M | $2.77M | - | $1.02M | 57.95% | -0.08% |
| BX Blackstone Inc. | 3,849 | $336,387.3 | $420,503.25 | - | $84,115.95 | 25.01% | +2.862% |
| CAT Caterpillar Inc. | 1,622 | $407,450.97 | $1.19M | - | $785,530.03 | 192.79% | -1.8% |
| CBNA Chain Bridge Bancorp Inc. | 8,000 | $190,240 | $394,400 | - | $204,160 | 107.32% | +0.983% |
| CCJ Cameco Corporation | 5,610 | $224,085.61 | $467,144.7 | - | $243,059.09 | 108.47% | +2.209% |
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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 - $2.16M, Schwab U.S. Dividend Equity ETF - $1.93M, Chevron Corporation - $951,516.46, VANGUARD SMALL-CAP VALUE ETF - $776,464.6, and Vanguard Mid-Cap ETF - $776,161.68. 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, Honeywell International Inc - $139,605.55, CVS Health Corporation - $100,750, Charles Schwab Corporation - $71,403.95, and Franklin Bitcoin ETF - $57,095.43. 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 $9.46M earned over time. The largest contributors to dividend income include Chevron Corporation - $995,289.9, Schwab U.S. Dividend Equity ETF - $951,669.47, VanEck Fallen Angel High Yield Bond ETF - $686,455.34, VANGUARD SMALL-CAP VALUE ETF - $599,903.15, 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.
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