Stocks
Top Analyst Stocks
Popular
Top Smart Score Stocks
Popular
Top Insiders Stocks
Market Movers
TipRanks Momentum Index
Dividend Stocks
AI Stocks
Largest Companies by Market Cap
ETFs
Top ETFs by Upside
Top ETFs by Smart Score
Top Gainers/ Losers/ Active ETFs
Crypto
Bitcoin
Popular
Ethereum
Commodities
Gold
Options
Unusual Options Activity
Popular
Currency
EUR/USD
Ideas
Research Tools
Trending Stocks
Compare Stocks
Compare ETFs
Most Visited Websites
Daily Feeds
Daily Analyst Ratings
Daily Insider Trading Tracker
Calendars
Earnings Calendar
Dividend Calendar
Economic Calendar
IPO Calendar
Stock Splits
Stock Buybacks
Market Holidays
Calculators
Dividend Calculator
Dividend Yield Calculator
Options Profit Calculator
Economic Indicators
Inflation Rate
Unemployment Rate
Class Actions
Tools
Stock Screener
ETF Screener
Popular
Penny Stock Screener
Technical Analysis Screener
Screeners
Dividend Center
Best Dividend Stocks
Popular
Best High Yield Dividend Stocks
Dividend Aristocrats
Dividend Stock Comparison
New
Dividend Calculator
Dividend Returns Comparison
Dividend Calendar
Dividends
My Experts
Top Analysts
Top Financial Bloggers
Top-Performing Corporate Insiders
Top Hedge Fund Managers
Top Research Firms
Top Individual Investors
Top Experts
Portfolio
News
Enterprise Solutions
Education
Personal Finance
How To Use TipRanks
TipRanks Labs
Webinar Center
Glossary
FAQs
About Us
About TipRanks
Contact Us
Careers
Reviews
Mobile APP
Working with TipRanks
Enterprise Solutions
Advertise with Us
Top Online Brokers
Become an Affiliate
TipRanks News Wire
Follow Us
More
Plans
TOOLS
Portfolio
Watchlist
Top Insiders Stocks
Popular
Top Stocks
Popular
Market Movers
Compare stocks
Compare ETFs
Notification Center
News
Screeners
Stock Screener
ETF Screener
Popular
Penny Stock Screener
Technical Analysis Screener
Ideas
Top Analyst Stocks
Popular
Top Smart Score Stocks
Popular
Top Insiders Stocks
Research Tools
Compare Stocks
Compare ETFs
Trending Stocks
Daily Analyst Ratings
Daily Insiders Trades
Dividend Stocks
ETF Center
Top Gainers/losers/active ETFs
Calculators
Dividend Calculator
Options Profit Calculator
Dollar Cost Averaging
Calendars
Earnings Calendar
Dividend Calendar
Economic Calendar
IPO Calendar
Stock Splits
Stock Buybacks
Market Holidays
Dividends
Dividend Center
Best Dividend Stocks
Popular
Best High Yield Dividend Stocks
Dividend Aristocrats
Dividend Stock Comparison
New
Dividend Calculator
Dividend Returns Comparison
Dividend Calendar
Experts
Top Analysts
Top Financial Bloggers
Top-Performing Corporate Insiders
Top Hedge Fund Managers
Top Research Firms
Top Individual Investors
Market Movers
Top Gainers
Top Losers
Most Active
Premarket
After-hours
Personal Finance
Personal Finance Center
Mortgages
Loans
Investing & Retirement
Spending & Savings
Real Estate
Top Online Brokers
Calculators
Compound Interest Calculator
Mortgage Calculator
Auto Loan Calculator
Student Loan Calculator
401k Retirement Calculator
Enterprise Solutions
Plans & Pricing
More
Education
How To Use TipRanks
TipRanks Labs
Webinar Center
Glossary
FAQs
About Us
About TipRanks
Contact Us
Careers
Reviews
Mobile APP
Working with TipRanks
Enterprise Solutions
Top Online Brokers
Become an Affiliate
TipRanks News Wire
Follow Us
STOCKS
SPY
QQQ
AAPL
NVDA
TSLA
AMZN
BABA
Log Out
edward jones stock
- New Portfolio
Performance
Portfolio Details
sheldon j
edward jones stock
Individual Investor
Ranked #349,350 out of 794,241 TipRanks' Investors
Success Rate
48%
146 out of 306
profitable transactions
Average Return
6.06%
Average return
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return
▼ 4.92%
6-Month Return
▲ 4.17%
12-Month Return
▲ 11.04%
YTD Return
▼ 6.55%
Total Return
▲ 23.68%
Best Trade
Asset
GeneDx Hold... (WGS)
Opened at
Mar 28, 2024
Closed at
-
Gain
▲ 826.51%
Bio
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
26.01%
0
-26.01%
▲ 2.93%
▲ 2.10%
▲ 1.07%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 1.64%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 8.45%
Nov 2024
▲ 5.33%
▼ 2.41%
▲ 0.50%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 2.22%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.75%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.58%
Mar 2025
▲ 0.58%
▲ 0.28%
▼ 0.33%
Apr 2025
TipRanks Average
S&P 500
Investor Portfolio
▲ 2.93%
▲ 2.10%
▲ 1.07%
▲ 10.00%
▼ 0.89%
▲ 1.64%
▲ 26.01%
▲ 5.96%
▲ 8.45%
▲ 5.33%
▼ 2.41%
▲ 0.50%
▲ 5.87%
▲ 2.69%
▲ 2.22%
▼ 12.86%
▼ 1.27%
▼ 0.75%
▼ 1.80%
▼ 5.57%
▼ 7.58%
▲ 0.58%
▲ 0.28%
▼ 0.33%
Recent Activity
Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AAL
American Airlines
0.95%
▼ 19.45%
4
Buy
Apr 01, 2025
VOO
Vanguard S&P 500 ETF
24.23%
▲ 5.45%
10
Buy
Apr 01, 2025
SPLG
SPDR Portfolio S&P 500 ETF
1.54%
▲ 0.87%
6
Buy
Apr 01, 2025
XRT
SPDR S&P Retail ETF
0%
▼ 1.45%
4
Close
Apr 01, 2025
MXI
iShares Global Materials ETF
1.89%
▲ 0.37%
2
Buy
Apr 01, 2025
VLY
Valley National Bancorp
0.21%
▼ 6.18%
2
Buy
Apr 01, 2025
MDT
Medtronic
―
▲ 0.98%
2
Close
Apr 01, 2025
BAC
Bank of America
0.98%
▲ 5.40%
7
Buy
Mar 29, 2025
XME
SPDR S&P Metals & Mining ETF
―
▼ 4.96%
2
Close
Mar 29, 2025
XLE
Energy Select Sector SPDR Fund
2.24%
▲ 5.51%
5
Buy
Mar 26, 2025
AMPX
Amprius Technologies Inc
0.3%
▲ 68.63%
2
Buy
Mar 26, 2025
XLU
Utilities Select Sector SPDR Fund
1.84%
▲ 0.15%
6
Buy
Mar 26, 2025
IJS
iShares S&P Small-Cap 600 Value ETF
2.3%
▼ 2.21%
6
Buy
Mar 21, 2025
IJK
iShares S&P Mid-Cap 400 Growth ETF
1.95%
▼ 5.19%
5
Buy
Mar 21, 2025
ONB
Old National Bancorp Capital
―
▼ 9.21%
2
Close
Mar 10, 2025
IVZ
Invesco
0.36%
▼ 5.05%
6
Buy
Mar 05, 2025
NDRA
ENDRA Life Sciences
0.27%
▼ 4.08%
2
Buy
Mar 05, 2025
F
Ford Motor
0.97%
▼ 2.05%
11
Buy
Mar 03, 2025
IYC
iShares U.S. Consumer Discretionary ETF
2.06%
▼ 6.73%
2
Buy
Feb 28, 2025
AVXL
Anavex Life Sciences
0.37%
▲ 2.17%
1
Open
Feb 27, 2025
You need to enable JavaScript to run this app.