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Working with TipRanks

edward jones stock - New Portfolio

Performance Portfolio Details

sheldon j

edward jones stock

Individual Investor

Ranked #146,720 out of 775,923 TipRanks' Investors

Success Rate

146 out of 244
profitable transactions

Average Return

13.86%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

27.11% VOO

24.25% MAGWX

5.72% WGS

3.97% PLTR

3.32% NVDA

35.63% Others

By Assets

42.03% ETFs

29.96% Funds

27.93% Stocks

0.07% Cash

0.00% Cryptocurrency

By Sector

72.04% General

12.18% Technology

7.70% Healthcare

3.59% Financial

1.88% Industrials

2.60% Other

Portfolio Holdings

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To view investors' portfolios

AAL

American Airlines

$16.88

$0.24

(1.44%)

premium

6 Buy

9 Hold

1 Sell

Moderate Buy

premium

$11.09B

17.96%

AIRI

Air Industries Group

$4.27

$0.07

(1.67%)

premium

―

premium

$14.34M

38.64%

BAC

Bank of America

$44.17

$0.79

(1.82%)

premium

14 Buy

2 Hold

0 Sell

Strong Buy

premium

$338.91B

32.13%

CFFN

Capitol Federal Financial

$6.01

$0.01

(0.17%)

premium

0 Buy

1 Hold

0 Sell

Hold

premium

$797.97M

-10.16%

FFNW

First Financial Northwest

$21.33

$0.04

(0.19%)

premium

―

premium

$196.88M

55.01%

Ford Motor

$9.88

$0.14

(1.44%)

premium

4 Buy

8 Hold

3 Sell

Hold

premium

$39.27B

-20.00%

SKYT

SkyWater Technology

$13.75

$1.31

(10.53%)

premium

4 Buy

0 Hold

0 Sell

Strong Buy

premium

$655.27M

54.84%

STLA

Stellantis

$12.89

$0.05

(0.39%)

premium

7 Buy

10 Hold

2 Sell

Moderate Buy

premium

$38.28B

-44.75%

BCAT

BlackRock Capital

$15.25

$0.08

(0.53%)

premium

―

premium

―

1.94%

BCX < FUND >

BlackRock Resources & Commodities Strategy Trust

$8.56

$0.13

(1.54%)

premium

―

premium

$726.38M

-5.41%

BDJ < FUND >

BlackRock Enhanced Equity Dividend Trust

$8.23

$0.13

(1.6%)

premium

―

premium

$1.46B

5.11%

BFZ < FUND >

Blackrock California Municipal Income Trust

$11.32

$0.18

(1.57%)

premium

―

premium

$340.32M

-5.03%

BIGZ < FUND >

BlackRock Innovation and Growth Trust of Benef Interest

$7.58

$0.1

(1.34%)

premium

―

premium

$1.79B

0.80%

BKT < FUND >

Blackrock Income Trust Inc

$11.51

$0.12

(1.05%)

premium

―

premium

$1.71B

-4.88%

BSTZ < FUND >

BlackRock Science and Technology Trust II

$21.01

$0.63

(3.09%)

premium

―

premium

$465.54M

23.66%

BGY < FUND >

BlackRock Enhanced International Dividend Trust of Benef Interest

$5.32

$0.09

(1.72%)

premium

―

premium

$541.75M

-0.19%

BOE < FUND >

BlackRock Enhanced Global Dividend Trust of Benef Interest

$10.80

$0.15

(1.41%)

premium

―

premium

$674.60M

7.36%

BTZ < FUND >

BlackRock Credit Allocation Income Trust

$10.48

$0.09

(0.87%)

premium

―

premium

$1.13B

2.14%

CII < FUND >

BlackRock Enhanced Capital and Income Fund Inc

$19.84

$0.35

(1.8%)

premium

―

premium

$2.95B

5.20%

DSU < FUND >

Blackrock Debt Strategies Fund Inc

$10.81

$0.17

(1.6%)

premium

―

premium

$503.86M

0.09%

EGF < FUND >

BlackRock Enhanced Government Fund Inc

$9.64

$0.019

(0.2%)

premium

―

premium

$37.96M

-0.87%

HYT < FUND >

BlackRock Corporate High Yield Fund Inc

$9.72

$0.08

(0.83%)

premium

―

premium

$1.39B

3.29%

MUC < FUND >

BlackRock MuniHoldings California Quality Fund Inc

$10.60

$0.025

(0.24%)

premium

―

premium

$1.58B

-4.76%

CEFS < ETF >

Saba Closed-End Funds ETF

$21.71

$0.135

(0.63%)

premium

―

premium

$237.65M

14.63%

DVYE < ETF >

iShares Emerging Markets Dividend ETF

$25.86

$0.16

(0.62%)

premium

―

premium

$635.31M

-1.03%

ETJ < FUND >

Eaton Vance Risk-Managed Diversified Equity Income Fund

$9.32

$0.18

(1.97%)

premium

―

premium

$627.25M

19.64%

EVV < FUND >

Eaton Vance Limited Duration Income Fund

$9.89

$0.09

(0.92%)

premium

―

premium

$1.15B

2.81%

FFLG < ETF >

Fidelity Fundamental Large Cap Growth ETF

$25.49

$0.306

(1.22%)

premium

1K Buy

437 Hold

55 Sell

Moderate Buy

premium

$363.93M

35.23%

FTXO < ETF >

First Trust Nasdaq Bank ETF

$31.81

$0.588

(1.88%)

premium

240 Buy

173 Hold

16 Sell

Moderate Buy

premium

$154.89M

26.63%

GDIV < ETF >

Harbor Dividend Growth Leaders ETF

$15.20

$0.117

(0.78%)

premium

464 Buy

223 Hold

20 Sell

Moderate Buy

premium

$272.41M

13.93%

HFRO < FUND >

Highland Income Fund

$5.33

$0.03

(0.56%)

premium

―

premium

$363.30M

-31.84%

HNW < FUND >

Pioneer Diversified High Income Fund, Inc.

$12.26

$0.07

(0.57%)

premium

―

premium

$102.18M

12.68%

IGD < FUND >

Voya Global Equity Dividend and Premium Opportunity Fund

$5.45

$0.11

(2.06%)

premium

―

premium

$432.81M

9.88%

JFR < FUND >

Nuveen Floating Rate Income Fund

$8.83

$0.08

(0.91%)

premium

―

premium

$502.59M

9.69%

JPC < FUND >

Nuveen Preferred & Income Opportunities Fund of Benef Interest

$7.90

$0.07

(0.89%)

premium

―

premium

$2.52B

17.73%

JQC < FUND >

Nuveen Credit Strategies Income Fund

$5.75

$0.06

(1.05%)

premium

―

premium

$779.75M

12.08%

PFN < FUND >

PIMCO Income Strategy Fund II

$7.36

$0.03

(0.41%)

premium

―

premium

$617.65M

2.22%

MAGWX < FUND >

MFS Growth Allocation Fund - Class A

$25.57

$0.18

(0.71%)

premium

―

premium

―

7.39%

VOO < ETF >

Vanguard S&P 500 ETF

$545.04

$6.1

(1.13%)

premium

4K Buy

3K Hold

332 Sell

Moderate Buy

premium

$574.46B

25.21%

TCPC

BlackRock TCP Capital

$8.55

$0.07

(0.83%)

premium

0 Buy

0 Hold

1 Sell

Moderate Sell

premium

$731.80M

-25.72%

DSP

Viant Technology

$19.53

$0.6

(2.98%)

premium

5 Buy

0 Hold

0 Sell

Strong Buy

premium

$1.23B

167.90%

VTEX

$5.68

$0.16

(2.74%)

premium

3 Buy

2 Hold

0 Sell

Moderate Buy

premium

$1.05B

-14.20%

WGS

GeneDx Holdings

$77.40

$2.1

(2.79%)

premium

3 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.13B

2664.28%

NNOX

Nano-X Imaging

$6.76

$0.19

(2.89%)

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$395.46M

0.74%

ASYS

Amtech Systems

$5.60

$0.05

(0.88%)

premium

0 Buy

1 Hold

0 Sell

Hold

premium

$79.95M

35.92%

SOUN

SoundHound AI, Inc Class A

$21.75

$2.9

(15.38%)

premium

3 Buy

2 Hold

0 Sell

Moderate Buy

premium

$8.04B

950.97%

AEG

Aegon

$5.81

$0.05

(0.87%)

premium

―

premium

$9.33B

1.75%

OSS

One Stop Systems

$3.10

$0.2

(6.9%)

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$65.46M

61.46%

BCS

Barclays

$13.08

$0.16

(1.24%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$47.09B

66.20%

XLE < ETF >

Energy Select Sector SPDR Fund

$84.14

$0.82

(0.98%)

premium

238 Buy

118 Hold

6 Sell

Moderate Buy

premium

$32.92B

-0.99%

ASX

ASE Technology Holding Co

$10.00

$0.09

(0.91%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$20.94B

9.17%

QTRX

Quanterix

$10.50

$0.51

(5.11%)

premium

3 Buy

1 Hold

0 Sell

Strong Buy

premium

$402.98M

-61.50%

BBAI

BigBearai Holdings

$3.11

$0.29

(10.28%)

premium

3 Buy

1 Hold

0 Sell

Strong Buy

premium

$779.32M

78.73%

IJS < ETF >

iShares S&P Small-Cap 600 Value ETF

$108.86

$0.91

(0.84%)

premium

998 Buy

970 Hold

210 Sell

Hold

premium

$7.65B

5.74%

IJK < ETF >

iShares S&P Mid-Cap 400 Growth ETF

$91.60

$0.32

(0.35%)

premium

1K Buy

842 Hold

104 Sell

Moderate Buy

premium

$9.28B

15.31%

IVZ

Invesco

$17.33

$0.55

(3.28%)

premium

1 Buy

11 Hold

1 Sell

Hold

premium

$7.79B

-2.09%

OMI

Owens & Minor

$12.52

$0.1

(0.79%)

premium

2 Buy

3 Hold

2 Sell

Hold

premium

$965.40M

-37.27%

NVDA

Nvidia

$134.70

$4.02

(3.08%)

premium

37 Buy

3 Hold

0 Sell

Strong Buy

premium

$3.30T

175.86%

ARTY < ETF >

iShares Future AI & Tech ETF

$37.63

$0.42

(1.13%)

premium

686 Buy

271 Hold

35 Sell

Moderate Buy

premium

$686.24M

10.00%

SPLG < ETF >

SPDR Portfolio S&P 500 ETF

$69.73

$0.78

(1.13%)

premium

4K Buy

3K Hold

332 Sell

Moderate Buy

premium

$53.73B

25.21%

ELUT

Aziyo Biologics

$4.84

$1.31

(37.11%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$167.28M

137.25%

ON Semiconductor

$65.50

$0.7

(1.08%)

premium

16 Buy

4 Hold

1 Sell

Moderate Buy

premium

$27.89B

-22.03%

MFA

MFA Financial

$10.39

$0.16

(1.56%)

premium

1 Buy

2 Hold

0 Sell

Moderate Buy

premium

$1.06B

-11.42%

LUMN

Lumen Technologies

$5.92

$0.14

(2.31%)

premium

0 Buy

5 Hold

1 Sell

Hold

premium

$6.01B

242.20%

PLTR

Palantir Technologies

$80.55

$6.34

(8.54%)

premium

2 Buy

9 Hold

6 Sell

Hold

premium

$183.49B

362.67%

DUOT

Duos Technologies Group

$5.70

$1.19

(26.39%)

premium

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

$47.94M

90.64%

FONR

Fonar

$15.14

$0.03

(0.2%)

premium

―

premium

$96.57M

-23.88%

MYGN

Myriad Genetics

$13.36

$0.19

(1.44%)

premium

2 Buy

6 Hold

2 Sell

Hold

premium

$1.22B

-34.19%

SPEM < ETF >

SPDR Portfolio Emerging Markets ETF

$39.29

$0.16

(0.41%)

premium

―

premium

$10.10B

13.13%

AMPX

Amprius Technologies Inc

$1.82

$0.12

(7.06%)

premium

5 Buy

0 Hold

0 Sell

Strong Buy

premium

$201.25M

-51.34%

PGY

Pagaya Technologies Ltd

$8.95

$0.24

(2.76%)

premium

6 Buy

2 Hold

0 Sell

Strong Buy

premium

$659.22M

-51.88%

LTRX

Lantronix

$3.64

$0.05

(1.39%)

premium

4 Buy

0 Hold

0 Sell

Strong Buy

premium

$140.05M

-37.02%

ABSI

AbSci

$2.99

$0.07

(2.4%)

premium

7 Buy

1 Hold

0 Sell

Strong Buy

premium

$343.42M

-9.94%

JXI < ETF >

iShares Global Utilities ETF

$64.08

$0.849

(1.34%)

premium

317 Buy

232 Hold

37 Sell

Moderate Buy

premium

$151.14M

10.42%

BKSY

BlackSky Technology

$10.67

$0.17

(1.62%)

premium

6 Buy

0 Hold

0 Sell

Strong Buy

premium

$328.41M

684.56%

ICLN < ETF >

iShares Global Clean Energy ETF

$11.52

$0.17

(1.5%)

premium

―

premium

$1.48B

-25.15%

KSCP

Knightscope Inc Class A

$13.35

$0.27

(2.06%)

premium

―

premium

$56.23M

-55.50%

XLU < ETF >

Utilities Select Sector SPDR Fund

$76.43

$1.2

(1.6%)

premium

185 Buy

130 Hold

19 Sell

Moderate Buy

premium

$16.38B

22.05%

PCG

PG&E

$19.82

$0.4

(2.06%)

premium

9 Buy

2 Hold

0 Sell

Strong Buy

premium

$43.48B

12.48%

MoneyLion

$86.75

$0.12

(0.14%)

premium

3 Buy

2 Hold

0 Sell

Moderate Buy

premium

$979.19M

45.21%