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edward jones stock - New Portfolio

Performance Portfolio Details

sheldon j

edward jones stock

Individual Investor

Ranked #104,472 out of 769,002 TipRanks' Investors

Success Rate

152 out of 231
profitable transactions

Average Return

11.72%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

27.82% VOO

25.35% MAGWX

3.70% NVDA

3.64% WGS

3.10% PLTR

36.39% Others

By Assets

43.79% ETFs

31.32% Funds

24.85% Stocks

0.03% Cash

0.00% Cryptocurrency

By Sector

75.14% General

11.16% Technology

5.71% Healthcare

3.85% Financial

1.86% Industrials

2.29% Other

Portfolio Holdings

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To view investors' portfolios

AAL

American Airlines

$14.20

$0.26

(1.8%)

Pre

0.21%

premium

4 Buy

9 Hold

1 Sell

Hold

premium

$9.33B

17.46%

AIRI

Air Industries Group

$4.35

$0.02

(0.46%)

premium

―

premium

$14.61M

46.78%

BAC

Bank of America

$46.46

$0.4

(0.87%)

Pre

0.19%

premium

14 Buy

2 Hold

0 Sell

Strong Buy

premium

$356.48B

55.29%

CFFN

Capitol Federal Financial

$6.69

$0.03

(0.45%)

premium

0 Buy

1 Hold

0 Sell

Hold

premium

$888.01M

28.90%

FFNW

First Financial Northwest

$22.47

$0.09

(0.4%)

premium

―

premium

$207.40M

102.90%

Ford Motor

$10.80

$0.07

(0.65%)

Pre

0.09%

premium

4 Buy

9 Hold

1 Sell

Hold

premium

$42.92B

5.30%

SKYT

SkyWater Technology

$8.67

$0.3

(3.58%)

premium

4 Buy

0 Hold

0 Sell

Strong Buy

premium

$413.18M

22.37%

STLA

Stellantis

$12.85

(0%)

Pre

2.57%

premium

7 Buy

11 Hold

2 Sell

Hold

premium

$37.78B

-36.32%

BCAT

BlackRock Capital

$16.03

$0.11

(0.69%)

Pre

2.74%

premium

―

premium

―

8.37%

BCX < FUND >

BlackRock Resources & Commodities Strategy Trust

$9.31

$0.105

(1.14%)

premium

―

premium

$790.03M

3.78%

BDJ < FUND >

BlackRock Enhanced Equity Dividend Trust

$8.85

$0.16

(1.84%)

premium

―

premium

$1.61B

13.89%

BFZ < FUND >

Blackrock California Municipal Income Trust

$11.49

$0.01

(0.09%)

premium

―

premium

$345.43M

4.08%

BIGZ < FUND >

BlackRock Innovation and Growth Trust of Benef Interest

$7.77

$0.09

(1.17%)

premium

―

premium

$1.83B

6.67%

BKT < FUND >

Blackrock Income Trust Inc

$11.72

$0.04

(0.34%)

premium

―

premium

$1.74B

1.74%

BSTZ < FUND >

BlackRock Science and Technology Trust II

$20.95

$0.16

(0.77%)

premium

―

premium

$464.21M

23.68%

BGY < FUND >

BlackRock Enhanced International Dividend Trust of Benef Interest

$5.63

$0.16

(2.93%)

premium

―

premium

$573.32M

6.63%

BOE < FUND >

BlackRock Enhanced Global Dividend Trust of Benef Interest

$11.24

$0.09

(0.81%)

premium

―

premium

$702.08M

13.43%

BTZ < FUND >

BlackRock Credit Allocation Income Trust

$10.75

$0.04

(0.37%)

premium

―

premium

$1.16B

7.85%

CII < FUND >

BlackRock Enhanced Capital and Income Fund Inc

$19.73

$0.14

(0.71%)

premium

―

premium

$2.94B

8.83%

DSU < FUND >

Blackrock Debt Strategies Fund Inc

$10.83

(0%)

premium

―

premium

$504.79M

6.59%

EGF < FUND >

BlackRock Enhanced Government Fund Inc

$9.66

$0.044

(0.46%)

premium

―

premium

$38.02M

-0.28%

HYT < FUND >

BlackRock Corporate High Yield Fund Inc

$9.86

$0.03

(0.31%)

premium

―

premium

$1.41B

13.51%

MUC < FUND >

BlackRock MuniHoldings California Quality Fund Inc

$10.97

$0.03

(0.27%)

premium

―

premium

$1.63B

4.69%

CEFS < ETF >

Saba Closed-End Funds ETF

$22.16

$0.15

(0.68%)

premium

―

premium

$237.38M

20.27%

DVYE < ETF >

iShares Emerging Markets Dividend ETF

$27.47

$0.03

(0.11%)

premium

―

premium

$678.30M

7.31%

ETJ < FUND >

Eaton Vance Risk-Managed Diversified Equity Income Fund

$9.21

$0.025

(0.27%)

premium

―

premium

$619.85M

16.06%

EVV < FUND >

Eaton Vance Limited Duration Income Fund

$10.08

$0.015

(0.15%)

premium

―

premium

$1.17B

8.46%

FFLG < ETF >

Fidelity Fundamental Large Cap Growth ETF

$25.09

$0.03

(0.12%)

premium

1K Buy

405 Hold

50 Sell

Moderate Buy

premium

$353.39M

40.40%

FTXO < ETF >

First Trust Nasdaq Bank ETF

$34.17

$0.56

(1.67%)

premium

213 Buy

165 Hold

14 Sell

Moderate Buy

premium

$148.05M

54.39%

GDIV < ETF >

Harbor Dividend Growth Leaders ETF

$15.48

$0.215

(1.41%)

premium

466 Buy

222 Hold

17 Sell

Moderate Buy

premium

$278.14M

19.45%

HFRO < FUND >

Highland Income Fund

$5.25

$0.06

(1.16%)

premium

―

premium

$357.85M

-37.99%

HNW < FUND >

Pioneer Diversified High Income Fund, Inc.

$12.21

$0.01

(0.08%)

premium

―

premium

$101.77M

16.71%

IGD < FUND >

Voya Global Equity Dividend and Premium Opportunity Fund

$5.56

$0.02

(0.36%)

premium

―

premium

$441.54M

13.29%

JFR < FUND >

Nuveen Floating Rate Income Fund

$8.95

$0.01

(0.11%)

premium

―

premium

$509.42M

11.86%

JPC < FUND >

Nuveen Preferred & Income Opportunities Fund of Benef Interest

$8.08

$0.04

(0.5%)

premium

―

premium

$2.58B

24.84%

JQC < FUND >

Nuveen Credit Strategies Income Fund

$5.77

$0.01

(0.17%)

premium

―

premium

$782.47M

14.51%

PFN < FUND >

PIMCO Income Strategy Fund II

$7.47

$0.02

(0.27%)

premium

―

premium

$626.89M

9.56%

MAGWX < FUND >

MFS Growth Allocation Fund - Class A

$26.07

$0.15

(0.58%)

premium

―

premium

―

14.29%

VOO < ETF >

Vanguard S&P 500 ETF

$545.64

$2.74

(0.5%)

Pre

0.06%

premium

4K Buy

3K Hold

328 Sell

Moderate Buy

premium

$573.83B

30.35%

TCPC

BlackRock TCP Capital

$8.99

$0.03

(0.33%)

Pre

0.33%

premium

0 Buy

0 Hold

1 Sell

Moderate Sell

premium

$769.46M

-24.13%

DSP

Viant Technology

$19.02

$0.81

(4.45%)

premium

4 Buy

0 Hold

0 Sell

Strong Buy

premium

$1.20B

215.05%

VTEX

$6.38

$0.1

(1.59%)

premium

2 Buy

1 Hold

0 Sell

Moderate Buy

premium

$1.18B

-8.98%

WGS

GeneDx Holdings

$72.07

$2.69

(3.88%)

premium

3 Buy

1 Hold

0 Sell

Strong Buy

premium

$1.98B

4820.57%

NNOX

Nano-X Imaging

$6.16

$0.27

(4.58%)

Pre

2.27%

premium

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

$360.36M

-4.38%

ASYS

Amtech Systems

$5.71

$0.1

(1.72%)

premium

―

premium

$81.19M

-23.15%

SOUN

SoundHound AI, Inc Class A

$6.98

$0.54

(8.39%)

Pre

0.57%

premium

3 Buy

2 Hold

0 Sell

Moderate Buy

premium

$2.58B

203.77%

AEG

Aegon

$6.26

$0.02

(0.32%)

Pre

1.44%

premium

0 Buy

1 Hold

0 Sell

Hold

premium

$9.89B

16.63%

OSS

One Stop Systems

$2.44

$0.11

(4.72%)

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$51.52M

14.78%

BCS

Barclays

$13.32

$0.08

(0.6%)

Pre

1.65%

premium

―

premium

$47.70B

85.69%

XLE < ETF >

Energy Select Sector SPDR Fund

$97.12

$0.78

(0.81%)

Pre

0.16%

premium

230 Buy

111 Hold

9 Sell

Moderate Buy

premium

$38.44B

12.72%

ASX

ASE Technology Holding Co

$9.81

$0.05

(0.51%)

Pre

1.22%

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$20.46B

14.34%

QTRX

Quanterix

$11.72

$0.7

(6.35%)

premium

3 Buy

1 Hold

0 Sell

Strong Buy

premium

$449.80M

-54.41%

BBAI

BigBearai Holdings

$2.19

$0.1

(4.78%)

Pre

0.91%

premium

3 Buy

1 Hold

0 Sell

Strong Buy

premium

$548.78M

18.08%

IJS < ETF >

iShares S&P Small-Cap 600 Value ETF

$113.72

$1.82

(1.63%)

premium

925 Buy

954 Hold

203 Sell

Hold

premium

$7.36B

23.73%

IJK < ETF >

iShares S&P Mid-Cap 400 Growth ETF

$96.25

$1.53

(1.62%)

premium

1K Buy

805 Hold

98 Sell

Moderate Buy

premium

$9.55B

29.33%

IVZ

Invesco

$17.68

$0.27

(1.55%)

premium

1 Buy

10 Hold

1 Sell

Hold

premium

$7.95B

25.70%

OMI

Owens & Minor

$12.23

$0.34

(2.86%)

premium

2 Buy

3 Hold

2 Sell

Hold

premium

$943.04M

-36.11%

NVDA

Nvidia

$146.67

$0.78

(0.53%)

Pre

0.92%

premium

40 Buy

4 Hold

0 Sell

Strong Buy

premium

$3.59T

192.11%

ARTY < ETF >

iShares Future AI & Tech ETF

$36.85

(2.79%)

Pre

0.79%

premium

657 Buy

288 Hold

33 Sell

Moderate Buy

premium

$636.83M

10.82%

SPLG < ETF >

SPDR Portfolio S&P 500 ETF

$69.83

$0.36

(0.52%)

Pre

0.13%

premium

4K Buy

3K Hold

327 Sell

Moderate Buy

premium

$51.94B

30.23%

ELUT

Aziyo Biologics

$4.40

$0.02

(0.46%)

premium

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

$152.07M

168.71%

ON Semiconductor

$68.47

$1.16

(1.72%)

Pre

0.06%

premium

15 Buy

4 Hold

1 Sell

Moderate Buy

premium

$29.15B

-1.58%

MFA

MFA Financial

$10.93

$0.09

(0.83%)

premium

4 Buy

1 Hold

0 Sell

Strong Buy

premium

$1.12B

3.34%

LUMN

Lumen Technologies

$7.85

$0.3

(3.97%)

premium

0 Buy

4 Hold

1 Sell

Hold

premium

$7.97B

471.97%

PLTR

Palantir Technologies

$61.36

$0.76

(1.22%)

Pre

0.2%

premium

3 Buy

7 Hold

6 Sell

Hold

premium

$139.78B

213.74%

DUOT

Duos Technologies Group

$4.89

$0.31

(5.96%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$41.13M

70.49%

FONR

Fonar

$16.45

$1.56

(10.48%)

premium

―

premium

$104.92M

-21.80%

MYGN

Myriad Genetics

$15.12

$0.18

(1.18%)

premium

3 Buy

4 Hold

2 Sell

Hold

premium

$1.38B

-14.58%

SPEM < ETF >

SPDR Portfolio Emerging Markets ETF

$39.31

$0.15

(0.38%)

Pre

1.04%

premium

―

premium

$10.06B

13.46%

AMPX

Amprius Technologies Inc

$1.98

$0.05

(2.59%)

premium

5 Buy

0 Hold

0 Sell

Strong Buy

premium

$209.56M

-50.51%

PGY

Pagaya Technologies Ltd

$9.00

$0.23

(2.62%)

Pre

0.89%

premium

6 Buy

1 Hold

0 Sell

Strong Buy

premium

$662.90M

-45.05%

LTRX

Lantronix

$2.92

$0.02

(0.69%)

Pre

1.03%

premium

4 Buy

0 Hold

0 Sell

Strong Buy

premium

$112.35M

-44.55%

ABSI

AbSci

$2.55

$0.13

(4.85%)

Pre

0.39%

premium

5 Buy

1 Hold

0 Sell

Strong Buy

premium

$292.88M

97.06%

BKSY

BlackSky Technology

$10.67

$0.95

(9.77%)

premium

6 Buy

0 Hold

0 Sell

Strong Buy

premium

$328.41M

641.98%

ICLN < ETF >

iShares Global Clean Energy ETF

$12.02

$0.06

(0.5%)

Pre

0.42%

premium

―

premium

$1.67B

-13.53%

KSCP

Knightscope Inc Class A

$18.29

$2.1

(12.97%)

Pre

34.66%

premium

―

premium

$69.84M

-44.75%

GII < ETF >

SPDR S&P Global Infrastructure ETF

$62.81

$0.605

(0.97%)

premium

308 Buy

181 Hold

24 Sell

Moderate Buy

premium

$481.30M

20.68%

CNP

Centerpoint Energy

$31.73

$0.37

(1.18%)

premium

2 Buy

9 Hold

1 Sell

Hold

premium

$20.68B

14.18%

OGE

OGE Energy

$43.81

$0.7

(1.62%)

premium

1 Buy

2 Hold

0 Sell

Moderate Buy

premium

$8.80B

25.53%