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edward jones stock - New Portfolio

Performance Portfolio Details

sheldon j

edward jones stock

Individual Investor

Ranked #78,354 out of 770,014 TipRanks' Investors

Success Rate

158 out of 231
profitable transactions

Average Return

14.82%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

27.73% VOO

25.27% MAGWX

3.95% WGS

3.40% NVDA

3.24% PLTR

36.41% Others

By Assets

43.65% ETFs

31.23% Funds

25.07% Stocks

0.05% Cash

0.00% Cryptocurrency

By Sector

74.91% General

11.05% Technology

6.02% Healthcare

3.84% Financial

1.89% Industrials

2.28% Other

Portfolio Holdings

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To view investors' portfolios

AAL

American Airlines

$14.78

$0.14

(0.94%)

premium

4 Buy

10 Hold

1 Sell

Hold

premium

$9.80B

21.20%

AIRI

Air Industries Group

$4.78

$0.09

(1.92%)

premium

―

premium

$15.75M

47.25%

BAC

Bank of America

$47.50

(0%)

premium

15 Buy

2 Hold

0 Sell

Strong Buy

premium

$364.46B

59.77%

CFFN

Capitol Federal Financial

$6.83

$0.055

(0.8%)

premium

0 Buy

1 Hold

0 Sell

Hold

premium

$913.23M

32.82%

FFNW

First Financial Northwest

$22.70

$0.07

(0.31%)

premium

―

premium

$208.88M

94.08%

Ford Motor

$11.15

$0.25

(2.19%)

premium

4 Buy

9 Hold

1 Sell

Hold

premium

$45.31B

9.62%

SKYT

SkyWater Technology

$8.46

$0.14

(1.63%)

premium

4 Buy

0 Hold

0 Sell

Strong Buy

premium

$409.84M

22.35%

STLA

Stellantis

$12.74

$0.625

(4.67%)

premium

7 Buy

11 Hold

2 Sell

Hold

premium

$39.71B

-34.65%

BCAT

BlackRock Capital

$16.20

$0.01

(0.06%)

premium

―

premium

―

9.81%

BCX < FUND >

BlackRock Resources & Commodities Strategy Trust

$9.30

$0.055

(0.59%)

premium

―

premium

$794.27M

5.42%

BDJ < FUND >

BlackRock Enhanced Equity Dividend Trust

$8.89

$0.035

(0.39%)

premium

―

premium

$1.58B

14.23%

BFZ < FUND >

Blackrock California Municipal Income Trust

$11.43

$0.075

(0.65%)

premium

―

premium

$345.88M

3.90%

BIGZ < FUND >

BlackRock Innovation and Growth Trust of Benef Interest

$8.01

$0.035

(0.44%)

premium

―

premium

$1.88B

8.41%

BKT < FUND >

Blackrock Income Trust Inc

$11.80

$0.01

(0.08%)

premium

―

premium

$1.76B

1.12%

BSTZ < FUND >

BlackRock Science and Technology Trust II

$21.69

$0.149

(0.68%)

premium

―

premium

$483.93M

26.45%

BGY < FUND >

BlackRock Enhanced International Dividend Trust of Benef Interest

$5.62

$0.18

(3.1%)

premium

―

premium

$590.63M

10.51%

BOE < FUND >

BlackRock Enhanced Global Dividend Trust of Benef Interest

$11.29

$0.02

(0.18%)

premium

―

premium

$706.46M

13.55%

BTZ < FUND >

BlackRock Credit Allocation Income Trust

$10.90

$0.015

(0.14%)

premium

―

premium

$1.18B

9.04%

CII < FUND >

BlackRock Enhanced Capital and Income Fund Inc

$19.95

$0.02

(0.1%)

premium

―

premium

$2.96B

7.59%

DSU < FUND >

Blackrock Debt Strategies Fund Inc

$10.82

$0.05

(0.46%)

premium

―

premium

$506.65M

5.65%

EGF < FUND >

BlackRock Enhanced Government Fund Inc

$9.80

$0.24

(2.39%)

premium

―

premium

$39.51M

4.37%

HYT < FUND >

BlackRock Corporate High Yield Fund Inc

$9.90

$0.045

(0.46%)

premium

―

premium

$1.41B

14.80%

MUC < FUND >

BlackRock MuniHoldings California Quality Fund Inc

$11.10

$0.01

(0.09%)

premium

―

premium

$1.65B

5.44%

CEFS < ETF >

Saba Closed-End Funds ETF

$22.27

$0.24

(1.09%)

premium

―

premium

$237.38M

21.40%

DVYE < ETF >

iShares Emerging Markets Dividend ETF

$27.37

$0.111

(0.4%)

premium

―

premium

$676.39M

7.89%

ETJ < FUND >

Eaton Vance Risk-Managed Diversified Equity Income Fund

$9.25

$0.03

(0.32%)

premium

―

premium

$624.56M

15.64%

EVV < FUND >

Eaton Vance Limited Duration Income Fund

$10.12

$0.011

(0.11%)

premium

―

premium

$1.18B

9.54%

FFLG < ETF >

Fidelity Fundamental Large Cap Growth ETF

$25.20

$0.09

(0.36%)

premium

1K Buy

406 Hold

50 Sell

Moderate Buy

premium

$353.98M

40.28%

FTXO < ETF >

First Trust Nasdaq Bank ETF

$35.03

$0.247

(0.7%)

premium

216 Buy

168 Hold

14 Sell

Moderate Buy

premium

$155.31M

59.88%

GDIV < ETF >

Harbor Dividend Growth Leaders ETF

$15.72

$0.03

(0.19%)

premium

467 Buy

224 Hold

17 Sell

Moderate Buy

premium

$278.14M

21.02%

HFRO < FUND >

Highland Income Fund

$5.79

$0.02

(0.34%)

premium

―

premium

$393.29M

-36.49%

HNW < FUND >

Pioneer Diversified High Income Fund, Inc.

$12.29

$0.005

(0.04%)

premium

―

premium

$102.52M

17.02%

IGD < FUND >

Voya Global Equity Dividend and Premium Opportunity Fund

$5.58

$0.045

(0.8%)

premium

―

premium

$446.31M

13.01%

JFR < FUND >

Nuveen Floating Rate Income Fund

$9.01

$0.01

(0.11%)

premium

―

premium

$513.40M

12.09%

JPC < FUND >

Nuveen Preferred & Income Opportunities Fund of Benef Interest

$8.03

$0.04

(0.5%)

premium

―

premium

$2.58B

25.19%

JQC < FUND >

Nuveen Credit Strategies Income Fund

$5.80

$0.015

(0.26%)

premium

―

premium

$785.18M

14.46%

PFN < FUND >

PIMCO Income Strategy Fund II

$7.45

$0.03

(0.4%)

premium

―

premium

$627.73M

7.77%

MAGWX < FUND >

MFS Growth Allocation Fund - Class A

$26.33

$0.14

(0.53%)

premium

―

premium

―

15.68%

VOO < ETF >

Vanguard S&P 500 ETF

$550.70

$1.47

(0.27%)

premium

4K Buy

3K Hold

328 Sell

Moderate Buy

premium

$579.35B

31.09%

TCPC

BlackRock TCP Capital

$9.05

$0.005

(0.06%)

premium

0 Buy

0 Hold

1 Sell

Moderate Sell

premium

$774.60M

-23.69%

DSP

Viant Technology

$18.41

$0.05

(0.27%)

premium

4 Buy

0 Hold

0 Sell

Strong Buy

premium

$1.16B

215.82%

VTEX

$6.45

$0.04

(0.62%)

premium

3 Buy

1 Hold

0 Sell

Strong Buy

premium

$1.20B

-6.38%

WGS

GeneDx Holdings

$80.26

$0.2

(0.25%)

premium

3 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.21B

4897.52%

NNOX

Nano-X Imaging

$6.00

$0.48

(7.41%)

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$379.08M

-3.93%

ASYS

Amtech Systems

$5.83

$0.065

(1.1%)

premium

―

premium

$83.89M

-22.16%

SOUN

SoundHound AI, Inc Class A

$7.81

$0.22

(2.74%)

premium

3 Buy

2 Hold

0 Sell

Moderate Buy

premium

$2.97B

271.76%

AEG

Aegon

$6.17

$0.115

(1.83%)

premium

―

premium

$9.93B

16.91%

OSS

One Stop Systems

$2.34

$0.02

(0.86%)

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$48.99M

10.48%

BCS

Barclays

$13.14

$0.205

(1.54%)

premium

―

premium

$47.63B

84.90%

XLE < ETF >

Energy Select Sector SPDR Fund

$94.85

$0.5

(0.52%)

premium

234 Buy

112 Hold

9 Sell

Moderate Buy

premium

$38.74B

14.94%

ASX

ASE Technology Holding Co

$9.75

$0.16

(1.61%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$20.83B

15.73%

QTRX

Quanterix

$12.44

$0.015

(0.12%)

premium

3 Buy

1 Hold

0 Sell

Strong Buy

premium

$476.67M

-49.31%

BBAI

BigBearai Holdings

$2.10

$0.145

(6.44%)

premium

3 Buy

1 Hold

0 Sell

Strong Buy

premium

$563.82M

31.72%

IJS < ETF >

iShares S&P Small-Cap 600 Value ETF

$116.81

$1.24

(1.05%)

premium

926 Buy

956 Hold

201 Sell

Hold

premium

$7.36B

27.49%

IJK < ETF >

iShares S&P Mid-Cap 400 Growth ETF

$98.75

$0.71

(0.71%)

premium

1K Buy

808 Hold

98 Sell

Moderate Buy

premium

$9.78B

32.59%

IVZ

Invesco

$18.00

$0.145

(0.8%)

premium

1 Buy

10 Hold

1 Sell

Hold

premium

$8.16B

28.46%

OMI

Owens & Minor

$13.04

$0.61

(4.47%)

premium

2 Buy

3 Hold

2 Sell

Hold

premium

$1.05B

-27.82%

NVDA

Nvidia

$136.57

$0.55

(0.4%)

premium

40 Buy

4 Hold

0 Sell

Strong Buy

premium

$3.33T

184.70%

ARTY < ETF >

iShares Future AI & Tech ETF

$37.30

$0.11

(0.29%)

premium

667 Buy

283 Hold

34 Sell

Moderate Buy

premium

$654.56M

14.82%

SPLG < ETF >

SPDR Portfolio S&P 500 ETF

$70.46

$0.17

(0.24%)

premium

4K Buy

3K Hold

328 Sell

Moderate Buy

premium

$52.26B

31.03%

ELUT

Aziyo Biologics

$4.16

(0%)

premium

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

$143.78M

124.86%

ON Semiconductor

$71.05

$1.34

(1.85%)

premium

16 Buy

4 Hold

1 Sell

Moderate Buy

premium

$30.82B

4.49%

MFA

MFA Financial

$11.08

$0.12

(1.07%)

premium

4 Buy

2 Hold

0 Sell

Moderate Buy

premium

$1.14B

7.38%

LUMN

Lumen Technologies

$7.70

$0.08

(1.03%)

premium

0 Buy

4 Hold

1 Sell

Hold

premium

$7.90B

517.46%

PLTR

Palantir Technologies

$65.00

$0.35

(0.54%)

premium

3 Buy

7 Hold

6 Sell

Hold

premium

$147.27B

236.72%

DUOT

Duos Technologies Group

$4.99

$0.42

(9.19%)

premium

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

$38.44M

48.22%

FONR

Fonar

$16.40

$0.02

(0.12%)

premium

―

premium

$104.73M

-15.69%

MYGN

Myriad Genetics

$15.66

$0.05

(0.32%)

premium

3 Buy

4 Hold

2 Sell

Hold

premium

$1.43B

-12.82%

SPEM < ETF >

SPDR Portfolio Emerging Markets ETF

$39.12

$0.2

(0.51%)

premium

―

premium

$9.99B

13.49%

AMPX

Amprius Technologies Inc

$1.98

$0.065

(3.19%)

premium

5 Buy

0 Hold

0 Sell

Strong Buy

premium

$215.91M

-54.77%

PGY

Pagaya Technologies Ltd

$10.30

$0.2

(1.9%)

premium

5 Buy

1 Hold

0 Sell

Strong Buy

premium

$773.38M

-41.79%

LTRX

Lantronix

$2.90

$0.05

(1.69%)

premium

4 Buy

0 Hold

0 Sell

Strong Buy

premium

$113.50M

-44.76%

ABSI

AbSci

$2.75

$0.08

(2.83%)

premium

5 Buy

1 Hold

0 Sell

Strong Buy

premium

$325.04M

96.53%

BKSY

BlackSky Technology

$10.76

$0.61

(5.36%)

premium

6 Buy

0 Hold

0 Sell

Strong Buy

premium

$349.96M

761.72%

ICLN < ETF >

iShares Global Clean Energy ETF

$12.19

$0.15

(1.22%)

premium

―

premium

$1.65B

-11.98%

KSCP

Knightscope Inc Class A

$17.77

$1.74

(10.85%)

premium

―

premium

$67.52M

-46.56%