edward jones stock - New Portfolio

Performance Portfolio Details

sheldon j

edward jones stock

Individual Investor

Ranked #316,327 out of 795,064 TipRanks' Investors

Success Rate

96 out of 317
profitable transactions

Average Return

-1.80%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

23.68% VOO

21.76% MAGWX

8.77% WGS

2.46% NVDA

2.17% IJS

41.16% Others

By Assets

43.83% ETFs

29.09% Stocks

27.07% Funds

0.01% Cash

0.00% Cryptocurrency

By Sector

71.85% General

12.10% Healthcare

7.48% Technology

3.57% Financial

2.05% Industrials

2.94% Other

Portfolio Holdings

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To view investors' portfolios

AAL

$9.23

$0.16

(1.76%)

premium

8 Buy

6 Hold

1 Sell

Moderate Buy

premium

$6.39B

-34.98%

AIRI

$3.09

$0.07

(2.22%)

premium

―

premium

$10.58M

-36.67%

BAC

$33.50

$1.53

(4.37%)

premium

15 Buy

3 Hold

0 Sell

Strong Buy

premium

$270.57B

-7.16%

CFFN

$5.13

$0.07

(1.35%)

premium

0 Buy

2 Hold

0 Sell

Hold

premium

$697.13M

-5.97%

FFNW

$22.40

$0.05

(0.22%)

premium

0 Buy

1 Hold

0 Sell

Hold

premium

$206.80M

9.85%

$8.66

$0.03

(0.35%)

premium

4 Buy

7 Hold

2 Sell

Hold

premium

$36.74B

-31.76%

SKYT

$6.13

$0.28

(4.79%)

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$299.01M

-39.75%

STLA

$8.65

$0.12

(1.41%)

premium

6 Buy

11 Hold

1 Sell

Moderate Buy

premium

$34.23B

-68.70%

BCAT

$13.27

$0.03

(0.23%)

premium

―

premium

―

-18.21%

BCX < FUND >

$7.96

$0.12

(1.49%)

premium

―

premium

$792.57M

-14.62%

BDJ < FUND >

$7.71

$0.075

(0.98%)

premium

―

premium

$1.53B

-6.86%

BFZ < FUND >

$10.34

$0.14

(1.34%)

premium

―

premium

$329.80M

-7.57%

BIGZ < FUND >

$8.06

$0.03

(0.37%)

premium

―

premium

$2.00B

-29.76%

BKT < FUND >

$11.26

$0.074

(0.65%)

premium

―

premium

$1.75B

-1.96%

BSTZ < FUND >

$16.05

$0.168

(1.03%)

premium

―

premium

$400.39M

-15.02%

BGY < FUND >

$4.93

$0.12

(2.38%)

premium

―

premium

$572.30M

-8.19%

BOE < FUND >

$9.75

$0.05

(0.52%)

premium

―

premium

$677.10M

-6.30%

BTZ < FUND >

$9.77

$0.09

(0.91%)

premium

―

premium

$1.15B

-6.89%

CII < FUND >

$16.82

$0.14

(0.84%)

premium

―

premium

$2.75B

-14.51%

DSU < FUND >

$9.58

$0.02

(0.21%)

premium

―

premium

$490.34M

-16.39%

EGF < FUND >

$9.72

$0.04

(0.41%)

premium

―

premium

$38.25M

3.62%

HYT < FUND >

$8.49

$0.025

(0.3%)

premium

―

premium

$1.37B

-13.57%

MUC < FUND >

$10.02

$0.14

(1.38%)

premium

―

premium

$1.59B

-7.04%

CEFS < ETF >

$19.21

$0.24

(1.23%)

premium

―

premium

$248.13M

-4.56%

DVYE < ETF >

$24.00

$0.05

(0.21%)

premium

―

premium

$698.92M

-8.56%

ETJ < FUND >

$8.21

$0.175

(2.18%)

premium

―

premium

$570.72M

-5.92%

EVV < FUND >

$9.36

$0.04

(0.43%)

premium

―

premium

$1.17B

-4.34%

FFLG < ETF >

$19.42

$0.05

(0.26%)

premium

1K Buy

415 Hold

44 Sell

Moderate Buy

premium

$295.76M

-10.71%

FTXO < ETF >

$25.37

$0.61

(2.35%)

premium

227 Buy

163 Hold

20 Sell

Moderate Buy

premium

$190.66M

-2.53%

GDIV < ETF >

$12.90

$0.017

(0.13%)

premium

494 Buy

215 Hold

18 Sell

Moderate Buy

premium

$217.66M

-10.10%

HFRO < FUND >

$4.50

$0.025

(0.56%)

premium

―

premium

$338.08M

-32.69%

HNW < FUND >

$11.17

$0.03

(0.27%)

premium

―

premium

$99.52M

-5.17%

IGD < FUND >

$5.13

$0.025

(0.49%)

premium

―

premium

$455.84M

-0.97%

JFR < FUND >

$7.58

$0.025

(0.33%)

premium

―

premium

$480.96M

-12.90%

JPC < FUND >

$6.99

$0.14

(1.96%)

premium

―

premium

$2.53B

0.00%

JQC < FUND >

$4.93

$0.03

(0.61%)

premium

―

premium

$729.58M

-12.65%

PFN < FUND >

$6.90

$0.06

(0.86%)

premium

―

premium

$631.92M

-7.57%

MAGWX < FUND >

$22.02

$0.21

(0.94%)

premium

―

premium

―

-9.90%

VOO < ETF >

$458.23

$1.49

(0.33%)

premium

4K Buy

3K Hold

297 Sell

Moderate Buy

premium

$541.45B

-2.87%

TCPC

$6.46

$0.01

(0.15%)

premium

0 Buy

1 Hold

1 Sell

Moderate Sell

premium

$559.81M

-36.32%

DSP

$12.29

$0.13

(1.05%)

premium

7 Buy

0 Hold

0 Sell

Strong Buy

premium

$774.33M

19.24%

VTEX

$4.51

$0.065

(1.46%)

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$833.51M

-46.12%

WGS

$83.22

$2.74

(3.19%)

premium

4 Buy

2 Hold

0 Sell

Moderate Buy

premium

$2.38B

711.97%

NNOX

$4.00

$0.095

(2.32%)

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$257.98M

-59.28%

ASYS

$4.36

$0.11

(2.59%)

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$65.59M

-8.20%

SOUN

$7.13

$0.05

(0.7%)

premium

3 Buy

2 Hold

0 Sell

Moderate Buy

premium

$3.03B

52.00%

AEG

$5.54

$0.03

(0.54%)

premium

―

premium

$8.58B

-11.50%

OSS

$1.87

$0.06

(3.11%)

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$41.26M

-42.22%

BCS

$12.48

$0.21

(1.65%)

premium

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

$44.37B

31.35%

XLE < ETF >

$75.56

$0.88

(1.15%)

premium

256 Buy

121 Hold

6 Sell

Moderate Buy

premium

$27.50B

-19.73%

ASX

$7.11

$0.31

(4.18%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$17.67B

-31.68%

QTRX

$4.85

$0.01

(0.21%)

premium

3 Buy

1 Hold

0 Sell

Strong Buy

premium

$200.54M

-77.61%

BBAI

$2.72

$0.06

(2.26%)

premium

2 Buy

2 Hold

0 Sell

Moderate Buy

premium

$846.79M

54.21%

IJS < ETF >

$83.06

$0.48

(0.57%)

premium

1K Buy

1K Hold

188 Sell

Hold

premium

$5.69B

-17.24%

IJK < ETF >

$73.65

$0.05

(0.07%)

premium

1K Buy

725 Hold

78 Sell

Moderate Buy

premium

$7.59B

-18.34%

IVZ

$12.04

$0.105

(0.86%)

premium

2 Buy

11 Hold

1 Sell

Hold

premium

$5.69B

-24.88%

OMI

$7.61

$0.16

(2.06%)

premium

1 Buy

2 Hold

2 Sell

Hold

premium

$628.02M

-70.55%

NVDA

$99.48

$3.18

(3.3%)

premium

37 Buy

4 Hold

0 Sell

Strong Buy

premium

$2.38T

12.82%

ARTY < ETF >

$28.11

$0.26

(0.93%)

premium

704 Buy

275 Hold

31 Sell

Moderate Buy

premium

$678.05M

-16.43%

SPLG < ETF >

$58.65

$0.24

(0.41%)

premium

4K Buy

3K Hold

296 Sell

Moderate Buy

premium

$53.80B

-2.77%

ELUT

$2.03

$0.43

(17.48%)

premium

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

$105.43M

-14.74%

$32.84

$0.89

(2.79%)

premium

15 Buy

8 Hold

1 Sell

Moderate Buy

premium

$14.78B

-54.96%

MFA

$8.16

$0.395

(4.61%)

premium

3 Buy

1 Hold

0 Sell

Strong Buy

premium

$915.54M

-23.84%

LUMN

$3.46

$0.215

(6.64%)

premium

1 Buy

4 Hold

1 Sell

Hold

premium

$3.52B

121.92%

PLTR

$79.02

$1.7

(2.2%)

premium

4 Buy

11 Hold

3 Sell

Hold

premium

$182.56B

238.43%

DUOT

$4.14

(0%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$51.86M

33.55%

FONR

$12.28

$0.29

(2.31%)

premium

―

premium

$82.03M

-34.19%

MYGN

$7.60

$0.13

(1.68%)

premium

6 Buy

5 Hold

3 Sell

Hold

premium

$736.86M

-62.98%

SPEM < ETF >

$34.82

$0.1

(0.29%)

premium

―

premium

$9.93B

-5.00%

AMPX

$2.22

$0.1

(4.72%)

premium

5 Buy

1 Hold

0 Sell

Strong Buy

premium

$287.74M

15.64%

PGY

$8.77

$0.11

(1.24%)

premium

7 Buy

1 Hold

0 Sell

Strong Buy

premium

$709.31M

-15.44%

LTRX

$1.95

$0.01

(0.51%)

premium

5 Buy

0 Hold

0 Sell

Strong Buy

premium

$77.19M

-41.84%

ABSI

$2.25

$0.025

(1.1%)

premium

8 Buy

0 Hold

0 Sell

Strong Buy

premium

$295.46M

-58.87%

BKSY

$6.79

$0.12

(1.74%)

premium

5 Buy

0 Hold

0 Sell

Strong Buy

premium

$224.33M

433.08%

ICLN < ETF >

$10.54

$0.025

(0.24%)

premium

―

premium

$1.29B

-21.93%

KSCP

$2.55

$0.04

(1.54%)

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$19.12M

-90.85%

XLU < ETF >

$71.81

$1.28

(1.75%)

premium

181 Buy

152 Hold

14 Sell

Moderate Buy

premium

$17.05B

11.89%

PCG

$15.73

$0.205

(1.29%)

premium

8 Buy

3 Hold

1 Sell

Moderate Buy

premium

$35.27B

-6.18%

$85.41

$0.22

(0.26%)

premium

1 Buy

2 Hold

0 Sell

Moderate Buy

premium

$964.59M

-0.83%

TGI

$24.34

$0.24

(0.98%)

premium

0 Buy

5 Hold

0 Sell

Hold

premium

$1.90B

73.83%

INTR

$4.93

$0.11

(2.18%)

premium

0 Buy

0 Hold

1 Sell

Moderate Sell

premium

$2.05B

-15.70%

CNTA

$10.06

$0.65

(6.07%)

premium

7 Buy

0 Hold

0 Sell

Strong Buy

premium

$1.50B

4.93%

TEM

$37.17

$0.06

(0.16%)

premium

4 Buy

5 Hold

0 Sell

Moderate Buy

premium

$7.39B

―

AVXL

$7.70

$0.1

(1.32%)

premium

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

$708.58M

89.75%

NDRA

$4.20

$0.21

(5.26%)

premium

―

premium

$2.46M

-99.37%

ADPT

$7.60

$0.065

(0.85%)

premium

6 Buy

1 Hold

0 Sell

Strong Buy

premium

$1.14B

172.26%

KXI < ETF >

$60.76

$0.03

(0.05%)

premium

488 Buy

428 Hold

77 Sell

Moderate Buy

premium

$776.13M

2.87%

IYC < ETF >

$79.48

$0.294

(0.37%)

premium

1K Buy

910 Hold

129 Sell

Moderate Buy

premium

$1.18B

0.12%

MXI < ETF >

$72.17

$0.54

(0.75%)

premium

490 Buy

308 Hold

42 Sell

Moderate Buy

premium

$208.36M

-19.50%

VLY

$7.77

$0.19

(2.39%)

premium

3 Buy

4 Hold

0 Sell

Moderate Buy

premium

$4.54B

-0.50%