edward jones stock - New Portfolio

Performance Portfolio Details

sheldon j

edward jones stock

Individual Investor

Ranked #383,786 out of 797,653 TipRanks' Investors

Success Rate

138 out of 320
profitable transactions

Average Return

5.19%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

24.21% VOO

21.85% MAGWX

6.25% WGS

2.77% PLTR

2.55% NVDA

42.37% Others

By Assets

44.68% ETFs

28.18% Stocks

27.07% Funds

0.06% Cash

0.00% Cryptocurrency

By Sector

73.00% General

10.04% Healthcare

8.75% Technology

3.19% Financial

2.06% Industrials

2.96% Other

Portfolio Holdings

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To view investors' portfolios

AAL

$9.95

$0.05

(0.51%)

Pre

1.81%

premium

8 Buy

5 Hold

1 Sell

Moderate Buy

premium

$6.56B

-26.73%

AIRI

$3.54

$0.09

(2.48%)

Pre

3.39%

premium

―

premium

$13.08M

-38.96%

BAC

$39.88

$0.11

(0.28%)

Pre

0.13%

premium

15 Buy

3 Hold

0 Sell

Strong Buy

premium

$301.50B

7.93%

CFFN

$5.67

$0.07

(1.22%)

Pre

0.35%

premium

0 Buy

2 Hold

0 Sell

Hold

premium

$752.90M

12.55%

$10.01

$0.14

(1.38%)

Pre

premium

3 Buy

11 Hold

3 Sell

Hold

premium

$39.81B

-17.95%

SKYT

$7.09

$0.03

(0.42%)

Pre

4.37%

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$340.57M

-31.19%

STLA

$9.28

$0.31

(3.23%)

Pre

1.29%

premium

5 Buy

13 Hold

1 Sell

Hold

premium

$34.48B

-58.72%

BCAT

$14.45

$0.05

(0.35%)

Pre

premium

―

premium

―

-6.55%

BCX < FUND >

$8.97

$0.11

(1.21%)

Pre

0.67%

premium

―

premium

$792.57M

-0.87%

BDJ < FUND >

$8.25

$0.04

(0.48%)

Pre

premium

―

premium

$1.53B

2.98%

BFZ < FUND >

$10.89

$0.11

(1.02%)

premium

―

premium

$329.80M

-7.15%

BIGZ < FUND >

$8.06

$0.03

(0.37%)

premium

―

premium

$2.00B

-10.85%

BKT < FUND >

$11.71

$0.01

(0.09%)

premium

―

premium

$1.75B

3.53%

BSTZ < FUND >

$17.74

$0.05

(0.28%)

Pre

0.9%

premium

―

premium

$400.39M

2.65%

BGY < FUND >

$5.59

$0.01

(0.18%)

Pre

premium

―

premium

$572.30M

5.08%

BOE < FUND >

$10.74

(0%)

Pre

premium

―

premium

$677.10M

6.44%

BTZ < FUND >

$10.59

$0.04

(0.38%)

premium

―

premium

$1.15B

4.11%

CII < FUND >

$18.57

$0.1

(0.54%)

premium

―

premium

$2.75B

-0.86%

DSU < FUND >

$10.30

$0.12

(1.18%)

Pre

premium

―

premium

$490.34M

-5.48%

EGF < FUND >

$9.72

$0.04

(0.41%)

premium

―

premium

$38.25M

4.97%

HYT < FUND >

$9.55

$0.02

(0.21%)

Pre

0.42%

premium

―

premium

$1.37B

-1.64%

MUC < FUND >

$10.55

$0.07

(0.67%)

premium

―

premium

$1.59B

-1.22%

CEFS < ETF >

$21.02

$0.015

(0.07%)

Pre

0.02%

premium

―

premium

$261.63M

6.54%

DVYE < ETF >

$26.99

$0.25

(0.92%)

premium

―

premium

$728.09M

0.44%

ETJ < FUND >

$8.52

$0.01

(0.12%)

premium

―

premium

$570.72M

3.91%

EVV < FUND >

$9.89

$0.04

(0.41%)

Pre

0.1%

premium

―

premium

$1.17B

3.57%

FFLG < ETF >

$22.36

$0.07

(0.31%)

premium

1K Buy

429 Hold

41 Sell

Moderate Buy

premium

$362.03M

6.93%

FTXO < ETF >

$28.92

$0.27

(0.92%)

premium

232 Buy

152 Hold

19 Sell

Moderate Buy

premium

$215.41M

10.30%

GDIV < ETF >

$14.28

$0.02

(0.14%)

premium

485 Buy

207 Hold

18 Sell

Moderate Buy

premium

$232.33M

3.48%

HFRO < FUND >

$5.14

$0.06

(1.18%)

premium

―

premium

$338.08M

-20.63%

HNW < FUND >

$11.72

$0.07

(0.59%)

premium

―

premium

$99.52M

2.48%

IGD < FUND >

$5.63

$0.01

(0.18%)

premium

―

premium

$455.84M

11.07%

JFR < FUND >

$8.18

$0.08

(0.99%)

Pre

0.24%

premium

―

premium

$480.96M

-6.22%

JPC < FUND >

$7.75

$0.02

(0.26%)

Pre

premium

―

premium

$2.53B

8.72%

JQC < FUND >

$5.27

$0.11

(2.13%)

Pre

0.38%

premium

―

premium

$729.58M

-5.56%

PFN < FUND >

$7.28

$0.03

(0.41%)

Pre

premium

―

premium

$631.92M

-0.82%

MAGWX < FUND >

$24.14

$0.04

(0.17%)

premium

―

premium

―

2.03%

VOO < ETF >

$509.74

$0.25

(0.05%)

Pre

1.24%

premium

5K Buy

3K Hold

304 Sell

Moderate Buy

premium

$601.81B

9.75%

TCPC

$6.84

$0.14

(2.01%)

Pre

0.15%

premium

0 Buy

1 Hold

1 Sell

Moderate Sell

premium

$581.93M

-34.36%

DSP

$14.31

$0.3

(2.05%)

Pre

1.12%

premium

8 Buy

0 Hold

0 Sell

Strong Buy

premium

$900.44M

66.21%

VTEX

$5.39

$0.01

(0.19%)

Pre

1.86%

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$985.83M

-27.49%

WGS

$66.85

$50.12

(42.85%)

Pre

3.22%

premium

4 Buy

2 Hold

0 Sell

Moderate Buy

premium

$1.91B

585.24%

NNOX

$5.03

$0.04

(0.8%)

Pre

0.6%

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$320.72M

-44.31%

ASYS

$3.45

$0.03

(0.86%)

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$49.30M

-28.69%

SOUN

$9.29

$0.18

(1.9%)

Pre

3.55%

premium

3 Buy

2 Hold

0 Sell

Moderate Buy

premium

$3.72B

123.35%

AEG

$6.43

$0.09

(1.38%)

Pre

2.64%

premium

―

premium

$9.91B

5.67%

OSS

$2.31

$0.09

(4.05%)

Pre

0.48%

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$49.76M

-17.50%

BCS

$16.06

$0.07

(0.43%)

Pre

premium

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

$56.34B

56.38%

XLE < ETF >

$80.50

$2.23

(2.7%)

Pre

0.86%

premium

257 Buy

122 Hold

7 Sell

Moderate Buy

premium

$26.66B

-11.28%

ASX

$8.73

$0.03

(0.34%)

Pre

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$18.36B

-12.21%

QTRX

$5.76

$0.29

(4.79%)

Pre

1.56%

premium

2 Buy

2 Hold

0 Sell

Moderate Buy

premium

$223.42M

-65.07%

BBAI

$3.41

$0.17

(4.75%)

Pre

5.28%

premium

2 Buy

2 Hold

0 Sell

Moderate Buy

premium

$985.51M

115.66%

IJS < ETF >

$91.82

$0.6

(0.65%)

Pre

premium

1K Buy

1K Hold

198 Sell

Hold

premium

$5.83B

-4.75%

IJK < ETF >

$82.97

$0.01

(0.01%)

Pre

premium

1K Buy

750 Hold

78 Sell

Moderate Buy

premium

$8.29B

-3.33%

IVZ

$13.93

$0.03

(0.21%)

Pre

2.23%

premium

0 Buy

11 Hold

1 Sell

Hold

premium

$6.23B

-1.48%

OMI

$7.06

$0.06

(0.86%)

Pre

0.57%

premium

2 Buy

2 Hold

2 Sell

Hold

premium

$545.42M

-70.59%

NVDA

$108.92

$0.1

(0.09%)

Pre

4.84%

premium

35 Buy

5 Hold

1 Sell

Strong Buy

premium

$2.66T

31.16%

ARTY < ETF >

$32.36

$0.19

(0.58%)

Pre

1.98%

premium

699 Buy

285 Hold

28 Sell

Moderate Buy

premium

$788.81M

0.62%

SPLG < ETF >

$65.20

$0.03

(0.05%)

Pre

1.29%

premium

5K Buy

3K Hold

304 Sell

Moderate Buy

premium

$61.10B

9.72%

ELUT

$2.31

$0.07

(3.12%)

premium

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

$94.40M

-19.13%

$39.70

$0.84

(2.16%)

Pre

0.93%

premium

14 Buy

9 Hold

1 Sell

Moderate Buy

premium

$16.76B

-42.47%

MFA

$9.82

$0.09

(0.91%)

Pre

1.32%

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$1.01B

-6.42%

LUMN

$3.54

$0.03

(0.84%)

Pre

2.26%

premium

1 Buy

4 Hold

1 Sell

Hold

premium

$3.63B

192.56%

PLTR

$118.44

$2.36

(2.03%)

Pre

2.06%

premium

3 Buy

12 Hold

3 Sell

Hold

premium

$279.41B

428.36%

DUOT

$6.96

$0.675

(8.85%)

Pre

4.96%

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$81.05M

150.16%

FONR

$12.55

$0.06

(0.48%)

premium

―

premium

$79.29M

-21.61%

MYGN

$7.41

$0.21

(2.92%)

Pre

2.56%

premium

6 Buy

5 Hold

3 Sell

Hold

premium

$682.99M

-61.94%

SPEM < ETF >

$39.39

$0.05

(0.13%)

Pre

premium

―

premium

$10.48B

7.81%

AMPX

$2.16

$0.06

(2.7%)

Pre

2.78%

premium

5 Buy

1 Hold

0 Sell

Strong Buy

premium

$260.38M

18.72%

PGY

$10.96

$0.51

(4.45%)

Pre

3.19%

premium

7 Buy

1 Hold

0 Sell

Strong Buy

premium

$825.27M

17.88%

LTRX

$2.13

$0.02

(0.93%)

Pre

6.1%

premium

5 Buy

0 Hold

0 Sell

Strong Buy

premium

$82.62M

-41.73%

ABSI

$3.07

$0.04

(1.32%)

Pre

1.3%

premium

7 Buy

0 Hold

0 Sell

Strong Buy

premium

$390.97M

-36.08%

BKSY

$8.36

$0.27

(3.13%)

Pre

2.03%

premium

6 Buy

0 Hold

0 Sell

Strong Buy

premium

$264.61M

613.22%

ICLN < ETF >

$11.77

$0.15

(1.26%)

Pre

premium

―

premium

$1.32B

-11.17%

KSCP

$4.99

$0.25

(5.27%)

Pre

1.2%

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$34.44M

-78.45%

XLU < ETF >

$78.90

$0.4

(0.5%)

Pre

0.34%

premium

162 Buy

138 Hold

15 Sell

Moderate Buy

premium

$17.83B

17.90%

PCG

$16.52

$0.83

(4.78%)

Pre

0.48%

premium

7 Buy

3 Hold

1 Sell

Moderate Buy

premium

$36.31B

-5.11%

TGI

$25.40

$0.05

(0.2%)

premium

0 Buy

6 Hold

0 Sell

Hold

premium

$1.97B

90.49%

INTR

$6.62

$0.06

(0.91%)

Pre

1.66%

premium

0 Buy

0 Hold

1 Sell

Moderate Sell

premium

$2.66B

30.42%

CNTA

$13.71

$0.01

(0.07%)

Pre

0.66%

premium

6 Buy

0 Hold

0 Sell

Strong Buy

premium

$1.82B

49.78%

TEM

$51.67

$2.62

(4.83%)

Pre

3.89%

premium

5 Buy

5 Hold

0 Sell

Moderate Buy

premium

$8.94B

―

AVXL

$9.50

$0.13

(1.35%)

Pre

1.05%

premium

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

$811.03M

157.45%

NDRA

$6.01

$0.01

(0.17%)

Pre

0.67%

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$3.38M

-98.80%

ADPT

$7.36

$0.25

(3.29%)

Pre

1.36%

premium

6 Buy

1 Hold

0 Sell

Strong Buy

premium

$1.09B

190.46%

KXI < ETF >

$66.11

$0.44

(0.67%)

Pre

premium

475 Buy

436 Hold

69 Sell

Moderate Buy

premium

$824.13M

9.61%

IYC < ETF >

$89.56

$0.3

(0.33%)

Pre

0.49%

premium

1K Buy

931 Hold

138 Sell

Moderate Buy

premium

$1.29B

16.16%

MXI < ETF >

$82.09

$0.407

(0.49%)

Pre

premium

509 Buy

313 Hold

40 Sell

Moderate Buy

premium

$213.22M

-4.98%

VLY

$8.60

$0.07

(0.81%)

Pre

1.28%

premium

3 Buy

4 Hold

0 Sell

Moderate Buy

premium

$4.82B

17.81%

SDGR

$25.63

$0.15

(0.58%)

Pre

0.42%

premium

6 Buy

0 Hold

0 Sell

Strong Buy

premium

$1.88B

5.74%