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Working with TipRanks

edward jones stock - New Portfolio

Performance Portfolio Details

sheldon j

edward jones stock

Individual Investor

Ranked #119,130 out of 783,334 TipRanks' Investors

Success Rate

168 out of 264
profitable transactions

Average Return

13.86%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

26.48% VOO

24.38% MAGWX

7.32% WGS

3.82% PLTR

2.93% NVDA

35.07% Others

By Assets

41.24% ETFs

29.93% Funds

28.74% Stocks

0.09% Cash

0.00% Cryptocurrency

By Sector

71.23% General

11.21% Technology

9.12% Healthcare

3.66% Financial

2.25% Consumer Cyclical

2.53% Other

Portfolio Holdings

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To view investors' portfolios

AAL

American Airlines

$16.90

$0.43

(2.48%)

premium

10 Buy

7 Hold

0 Sell

Moderate Buy

premium

$11.11B

18.76%

AIRI

Air Industries Group

$4.29

$0.07

(1.66%)

premium

―

premium

$14.41M

5.50%

BAC

Bank of America

$46.72

$0.03

(0.06%)

premium

18 Buy

2 Hold

0 Sell

Strong Buy

premium

$355.58B

37.46%

CFFN

Capitol Federal Financial

$5.86

(0%)

premium

0 Buy

2 Hold

0 Sell

Hold

premium

$778.06M

-7.57%

FFNW

First Financial Northwest

$21.36

$0.25

(1.16%)

premium

0 Buy

1 Hold

0 Sell

Hold

premium

$197.15M

2.30%

Ford Motor

$10.16

$0.05

(0.49%)

premium

1 Buy

7 Hold

3 Sell

Hold

premium

$40.38B

-13.33%

SKYT

SkyWater Technology

$10.00

$0.3

(3.09%)

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$476.56M

7.54%

STLA

Stellantis

$13.52

$0.16

(1.2%)

premium

5 Buy

8 Hold

1 Sell

Moderate Buy

premium

$40.14B

-38.91%

BCAT

BlackRock Capital

$15.50

$0.09

(0.58%)

premium

―

premium

―

-0.58%

BCX < FUND >

BlackRock Resources & Commodities Strategy Trust

$9.02

$0.03

(0.33%)

premium

―

premium

$765.42M

6.22%

BDJ < FUND >

BlackRock Enhanced Equity Dividend Trust

$8.85

$0.14

(1.61%)

premium

―

premium

$1.57B

10.96%

BFZ < FUND >

Blackrock California Municipal Income Trust

$11.27

$0.06

(0.53%)

premium

―

premium

$338.81M

-5.00%

BIGZ < FUND >

BlackRock Innovation and Growth Trust of Benef Interest

$8.22

$0.14

(1.73%)

premium

―

premium

$1.94B

5.07%

BKT < FUND >

Blackrock Income Trust Inc

$11.59

$0.03

(0.26%)

premium

―

premium

$1.72B

-4.76%

BSTZ < FUND >

BlackRock Science and Technology Trust II

$21.27

$0.49

(2.36%)

premium

―

premium

$471.30M

20.74%

BGY < FUND >

BlackRock Enhanced International Dividend Trust of Benef Interest

$5.52

$0.05

(0.91%)

premium

―

premium

$562.12M

3.60%

BOE < FUND >

BlackRock Enhanced Global Dividend Trust of Benef Interest

$11.26

$0.02

(0.18%)

premium

―

premium

$703.33M

13.14%

BTZ < FUND >

BlackRock Credit Allocation Income Trust

$10.78

$0.09

(0.84%)

premium

―

premium

$1.17B

-2.28%

CII < FUND >

BlackRock Enhanced Capital and Income Fund Inc

$20.83

$0.16

(0.77%)

premium

―

premium

$3.10B

9.46%

DSU < FUND >

Blackrock Debt Strategies Fund Inc

$10.74

$0.02

(0.19%)

premium

―

premium

$500.59M

-2.80%

EGF < FUND >

BlackRock Enhanced Government Fund Inc

$9.65

$0.1

(1.05%)

premium

―

premium

$37.97M

-2.60%

HYT < FUND >

BlackRock Corporate High Yield Fund Inc

$9.88

$0.1

(1.02%)

premium

―

premium

$1.41B

2.92%

MUC < FUND >

BlackRock MuniHoldings California Quality Fund Inc

$10.84

$0.051

(0.47%)

premium

―

premium

$1.61B

-2.69%

CEFS < ETF >

Saba Closed-End Funds ETF

$22.20

$0.2

(0.91%)

premium

―

premium

$248.06M

16.11%

DVYE < ETF >

iShares Emerging Markets Dividend ETF

$26.67

$0.22

(0.83%)

premium

―

premium

$656.28M

3.13%

ETJ < FUND >

Eaton Vance Risk-Managed Diversified Equity Income Fund

$9.23

$0.11

(1.21%)

premium

―

premium

$621.20M

14.43%

EVV < FUND >

Eaton Vance Limited Duration Income Fund

$10.17

$0.04

(0.39%)

premium

―

premium

$1.18B

4.32%

FFLG < ETF >

Fidelity Fundamental Large Cap Growth ETF

$26.06

$0.15

(0.58%)

premium

1K Buy

408 Hold

52 Sell

Moderate Buy

premium

$385.75M

33.71%

FTXO < ETF >

First Trust Nasdaq Bank ETF

$34.35

$0.33

(0.97%)

premium

240 Buy

174 Hold

15 Sell

Moderate Buy

premium

$233.43M

37.18%

GDIV < ETF >

Harbor Dividend Growth Leaders ETF

$15.83

$0.16

(1.02%)

premium

442 Buy

203 Hold

17 Sell

Moderate Buy

premium

$291.31M

14.05%

HFRO < FUND >

Highland Income Fund

$5.69

$0.07

(1.25%)

premium

―

premium

$387.84M

-22.38%

HNW < FUND >

Pioneer Diversified High Income Fund, Inc.

$11.88

(0%)

premium

―

premium

$99.02M

6.74%

IGD < FUND >

Voya Global Equity Dividend and Premium Opportunity Fund

$5.47

$0.01

(0.18%)

premium

―

premium

$434.40M

8.12%

JFR < FUND >

Nuveen Floating Rate Income Fund

$8.53

$0.02

(0.24%)

premium

―

premium

$485.51M

0.95%

JPC < FUND >

Nuveen Preferred & Income Opportunities Fund of Benef Interest

$7.94

$0.04

(0.51%)

premium

―

premium

$2.54B

8.37%

JQC < FUND >

Nuveen Credit Strategies Income Fund

$5.58

$0.01

(0.18%)

premium

―

premium

$756.70M

4.11%

PFN < FUND >

PIMCO Income Strategy Fund II

$7.49

$0.04

(0.54%)

premium

―

premium

$628.56M

0.40%

MAGWX < FUND >

MFS Growth Allocation Fund - Class A

$24.97

$0.17

(0.69%)

premium

―

premium

―

6.53%

VOO < ETF >

Vanguard S&P 500 ETF

$556.30

$2.89

(0.52%)

premium

4K Buy

3K Hold

292 Sell

Moderate Buy

premium

$620.41B

22.66%

TCPC

BlackRock TCP Capital

$9.18

$0.32

(3.61%)

premium

0 Buy

0 Hold

1 Sell

Moderate Sell

premium

$785.73M

-20.03%

DSP

Viant Technology

$22.02

$0.32

(1.47%)

premium

5 Buy

0 Hold

0 Sell

Strong Buy

premium

$1.38B

137.94%

VTEX

$6.77

$0.13

(1.96%)

premium

3 Buy

2 Hold

0 Sell

Moderate Buy

premium

$1.25B

-19.22%

WGS

GeneDx Holdings

$77.86

$2.19

(2.89%)

premium

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

$2.14B

1907.16%

NNOX

Nano-X Imaging

$7.58

$0.08

(1.07%)

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$443.43M

34.65%

ASYS

Amtech Systems

$5.02

$0.08

(1.57%)

premium

0 Buy

1 Hold

0 Sell

Hold

premium

$71.73M

26.86%

SOUN

SoundHound AI, Inc Class A

$14.00

$0.01

(0.07%)

premium

2 Buy

2 Hold

0 Sell

Moderate Buy

premium

$5.51B

681.56%

AEG

Aegon

$6.55

$0.01

(0.15%)

premium

―

premium

$10.22B

13.15%

OSS

One Stop Systems

$3.56

$0.11

(3.19%)

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$75.17M

64.28%

BCS

Barclays

$14.80

$0.13

(0.89%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$52.90B

96.29%

XLE < ETF >

Energy Select Sector SPDR Fund

$90.16

$0.46

(0.51%)

premium

248 Buy

114 Hold

5 Sell

Moderate Buy

premium

$33.46B

5.53%

ASX

ASE Technology Holding Co

$10.08

$0.25

(2.54%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$23.33B

5.81%

QTRX

Quanterix

$9.56

$0.05

(0.52%)

premium

3 Buy

1 Hold

0 Sell

Strong Buy

premium

$368.29M

-58.05%

BBAI

BigBearai Holdings

$4.12

$0.48

(13.19%)

premium

3 Buy

1 Hold

0 Sell

Strong Buy

premium

$1.04B

112.86%

IJS < ETF >

iShares S&P Small-Cap 600 Value ETF

$111.51

$0.95

(0.86%)

premium

942 Buy

994 Hold

198 Sell

Hold

premium

$7.67B

10.27%

IJK < ETF >

iShares S&P Mid-Cap 400 Growth ETF

$95.01

$1.06

(1.13%)

premium

1K Buy

705 Hold

88 Sell

Moderate Buy

premium

$9.64B

20.42%

IVZ

Invesco

$19.22

$0.22

(1.16%)

premium

2 Buy

12 Hold

1 Sell

Hold

premium

$8.64B

21.41%

OMI

Owens & Minor

$14.60

$0.32

(2.14%)

premium

2 Buy

3 Hold

2 Sell

Hold

premium

$1.13B

-25.92%

NVDA

Nvidia

$124.65

$0.95

(0.77%)

premium

37 Buy

3 Hold

0 Sell

Strong Buy

premium

$3.05T

97.06%

ARTY < ETF >

iShares Future AI & Tech ETF

$38.91

$0.8

(2.1%)

premium

666 Buy

239 Hold

35 Sell

Moderate Buy

premium

$845.51M

19.61%

SPLG < ETF >

SPDR Portfolio S&P 500 ETF

$71.16

$0.36

(0.51%)

premium

4K Buy

3K Hold

292 Sell

Moderate Buy

premium

$58.32B

22.66%

ELUT

Aziyo Biologics

$3.10

$0.11

(3.68%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$107.14M

-20.05%

ON Semiconductor

$53.27

$0.5

(0.93%)

premium

11 Buy

3 Hold

1 Sell

Moderate Buy

premium

$22.68B

-25.91%

MFA

MFA Financial

$10.36

$0.24

(2.37%)

premium

3 Buy

2 Hold

0 Sell

Moderate Buy

premium

$1.06B

-11.38%

LUMN

Lumen Technologies

$5.00

$0.01

(0.2%)

premium

0 Buy

5 Hold

1 Sell

Hold

premium

$5.07B

309.84%

PLTR

Palantir Technologies

$81.22

$1.46

(1.83%)

premium

2 Buy

9 Hold

6 Sell

Hold

premium

$185.02B

376.46%

DUOT

Duos Technologies Group

$5.88

$0.02

(0.34%)

premium

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

$49.45M

35.63%

FONR

Fonar

$15.83

$0.33

(2.04%)

premium

―

premium

$100.97M

-19.07%

MYGN

Myriad Genetics

$12.91

$0.37

(2.95%)

premium

2 Buy

5 Hold

2 Sell

Hold

premium

$1.18B

-39.64%

SPEM < ETF >

SPDR Portfolio Emerging Markets ETF

$39.04

$0.51

(1.32%)

premium

―

premium

$9.77B

12.43%

AMPX

Amprius Technologies Inc

$3.34

$0.16

(5.03%)

premium

5 Buy

0 Hold

0 Sell

Strong Buy

premium

$369.32M

-24.10%

PGY

Pagaya Technologies Ltd

$9.63

$0.65

(7.24%)

premium

4 Buy

2 Hold

0 Sell

Moderate Buy

premium

$709.30M

-40.13%

LTRX

Lantronix

$3.87

$0.11

(2.93%)

premium

4 Buy

0 Hold

0 Sell

Strong Buy

premium

$148.90M

-36.35%

ABSI

AbSci

$3.82

$0.08

(2.14%)

premium

8 Buy

0 Hold

0 Sell

Strong Buy

premium

$438.75M

-2.98%

BKSY

BlackSky Technology

$13.57

$0.15

(1.12%)

premium

6 Buy

0 Hold

0 Sell

Strong Buy

premium

$417.67M

965.08%

ICLN < ETF >

iShares Global Clean Energy ETF

$11.41

$0.2

(1.78%)

premium

―

premium

$1.36B

-19.12%

KSCP

Knightscope Inc Class A

$10.31

$0.12

(1.15%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$43.43M

-64.15%

PCG

PG&E

$15.69

$0.1

(0.63%)

premium

11 Buy

2 Hold

0 Sell

Strong Buy

premium

$34.42B

-6.95%

Guardant Health

$49.94

$2.29

(4.81%)

premium

18 Buy

0 Hold

0 Sell

Strong Buy

premium

$6.17B

114.06%

PDYN

Palladyne AI Corp

$8.45

$0.29

(3.32%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$254.45M

1406.90%