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edward jones stock - New Portfolio

Performance Portfolio Details

sheldon j

edward jones stock

Individual Investor

Ranked #99,192 out of 747,498 TipRanks' Investors

Success Rate

89 out of 135
profitable transactions

Average Return

5.98%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

31.85% VOO

31.27% MAGWX

3.83% NVDA

3.29% IJS

2.87% XLE

26.89% Others

By Assets

45.63% ETFs

38.48% Funds

15.86% Stocks

0.04% Cash

0.00% Cryptocurrency

By Sector

84.14% General

5.78% Technology

4.51% Financial

2.19% Healthcare

2.17% Consumer Cyclical

1.21% Other

Portfolio Holdings

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To view investors' portfolios

AAL

American Airlines

$10.69

$0.11

(1.04%)

premium

5 Buy

7 Hold

2 Sell

Hold

premium

$6.94B

-37.32%

AIRI

Air Industries Group

$3.50

$0.05

(1.41%)

premium

―

premium

$11.80M

3.80%

BAC

Bank of America

$42.30

$0.6

(1.4%)

premium

10 Buy

5 Hold

1 Sell

Moderate Buy

premium

$335.49B

35.29%

CFFN

Capitol Federal Financial

$6.52

$0.32

(5.16%)

premium

0 Buy

2 Hold

0 Sell

Hold

premium

$822.95M

-0.48%

FFNW

First Financial Northwest

$21.97

$0.05

(0.23%)

premium

0 Buy

1 Hold

0 Sell

Hold

premium

$202.02M

99.28%

Ford Motor

$14.12

$0.14

(1%)

premium

7 Buy

5 Hold

1 Sell

Moderate Buy

premium

$55.81B

5.75%

SKYT

SkyWater Technology

$7.50

$0.24

(3.31%)

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$343.76M

-15.38%

STLA

Stellantis

$20.71

$0.5

(2.47%)

premium

13 Buy

3 Hold

2 Sell

Moderate Buy

premium

$59.98B

16.68%

BCAT

BlackRock Capital

$16.53

$0.03

(0.18%)

premium

―

premium

―

22.59%

BCX < FUND >

BlackRock Resources & Commodities Strategy Trust

$9.28

$0.02

(0.22%)

premium

―

premium

$789.18M

-1.69%

BDJ < FUND >

BlackRock Enhanced Equity Dividend Trust

$8.25

$0.09

(1.1%)

premium

―

premium

$1.52B

-2.51%

BFZ < FUND >

Blackrock California Municipal Income Trust

$11.98

$0.055

(0.46%)

premium

―

premium

$358.66M

2.76%

BIGZ < FUND >

BlackRock Innovation and Growth Trust of Benef Interest

$7.37

$0.06

(0.82%)

premium

―

premium

$1.72B

-8.74%

BKT < FUND >

Blackrock Income Trust Inc

$11.94

$0.1

(0.83%)

premium

―

premium

$1.79B

-0.50%

BSTZ < FUND >

BlackRock Science and Technology Trust II

$19.69

$0.24

(1.23%)

premium

―

premium

$430.97M

5.94%

BGY < FUND >

BlackRock Enhanced International Dividend Trust of Benef Interest

$5.60

$0.04

(0.72%)

premium

―

premium

$566.19M

1.46%

BOE < FUND >

BlackRock Enhanced Global Dividend Trust of Benef Interest

$10.81

$0.13

(1.22%)

premium

―

premium

$667.10M

5.12%

BTZ < FUND >

BlackRock Credit Allocation Income Trust

$10.57

$0.06

(0.57%)

premium

―

premium

$1.14B

3.65%

CII < FUND >

BlackRock Enhanced Capital and Income Fund Inc

$19.59

$0.25

(1.29%)

premium

―

premium

$2.88B

3.48%

DSU < FUND >

Blackrock Debt Strategies Fund Inc

$10.83

$0.08

(0.73%)

premium

―

premium

$508.52M

10.42%

EGF < FUND >

BlackRock Enhanced Government Fund Inc

$9.51

$0.05

(0.52%)

premium

―

premium

$37.62M

-3.43%

HYT < FUND >

BlackRock Corporate High Yield Fund Inc

$9.76

$0.03

(0.31%)

premium

―

premium

$1.40B

11.25%

MUC < FUND >

BlackRock MuniHoldings California Quality Fund Inc

$11.07

$0.06

(0.54%)

premium

―

premium

$1.64B

1.19%

CEFS < ETF >

Saba Closed-End Funds ETF

$21.71

$0.12

(0.56%)

premium

―

premium

$216.19M

14.08%

DVYE < ETF >

iShares Emerging Markets Dividend ETF

$27.07

$0.18

(0.67%)

premium

―

premium

$678.01M

5.74%

ETJ < FUND >

Eaton Vance Risk-Managed Diversified Equity Income Fund

$8.83

$0.22

(2.56%)

premium

―

premium

$579.47M

3.36%

EVV < FUND >

Eaton Vance Limited Duration Income Fund

$9.70

$0.03

(0.31%)

premium

―

premium

$1.12B

2.33%

FFLG < ETF >

Fidelity Fundamental Large Cap Growth ETF

$23.51

$0.4

(1.73%)

premium

1K Buy

389 Hold

44 Sell

Moderate Buy

premium

$321.10M

32.74%

FTXO < ETF >

First Trust Nasdaq Bank ETF

$29.17

$0.17

(0.59%)

premium

207 Buy

159 Hold

13 Sell

Moderate Buy

premium

$109.76M

22.93%

GDIV < ETF >

Harbor Dividend Growth Leaders ETF

$14.83

$0.13

(0.88%)

premium

422 Buy

180 Hold

19 Sell

Moderate Buy

premium

$275.12M

14.58%

HFRO < FUND >

Highland Income Fund

$6.14

$0.04

(0.66%)

premium

―

premium

$415.78M

-28.40%

HNW < FUND >

Pioneer Diversified High Income Fund, Inc.

$11.79

$0.05

(0.42%)

premium

―

premium

$98.68M

16.08%

IGD < FUND >

Voya Global Equity Dividend and Premium Opportunity Fund

$5.46

$0.06

(1.09%)

premium

―

premium

$438.37M

6.36%

JFR < FUND >

Nuveen Floating Rate Income Fund

$8.82

$0.08

(0.92%)

premium

―

premium

$497.47M

10.49%

JPC < FUND >

Nuveen Preferred & Income Opportunities Fund of Benef Interest

$7.57

$0.04

(0.53%)

premium

―

premium

$2.41B

16.02%

JQC < FUND >

Nuveen Credit Strategies Income Fund

$5.62

$0.02

(0.36%)

premium

―

premium

$759.41M

11.11%

PFN < FUND >

PIMCO Income Strategy Fund II

$7.11

$0.09

(1.28%)

premium

―

premium

$589.12M

-1.26%

MAGWX < FUND >

MFS Growth Allocation Fund - Class A

$24.84

$0.16

(0.64%)

premium

―

premium

―

7.53%

VOO < ETF >

Vanguard S&P 500 ETF

$509.79

$5.24

(1.04%)

premium

4K Buy

2K Hold

296 Sell

Moderate Buy

premium

$487.20B

20.90%

TCPC

BlackRock TCP Capital

$10.79

$0.1

(0.94%)

premium

0 Buy

3 Hold

0 Sell

Hold

premium

$914.97M

5.11%

DSP

Viant Technology

$11.61

$0.7

(6.42%)

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$692.73M

137.17%

VTEX

$6.78

$0.07

(1.04%)

premium

2 Buy

1 Hold

0 Sell

Moderate Buy

premium

$1.24B

25.89%

WGS

GeneDx Holdings

$32.52

$0.69

(2.17%)

premium

2 Buy

1 Hold

0 Sell

Moderate Buy

premium

$832.38M

309.13%

NNOX

Nano-X Imaging

$7.71

$0.07

(0.92%)

premium

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

$441.43M

-46.50%

ASYS

Amtech Systems

$5.62

$0.11

(1.92%)

premium

0 Buy

1 Hold

0 Sell

Hold

premium

$81.42M

-42.35%

SOUN

SoundHound AI, Inc Class A

$4.98

$0.05

(1.01%)

premium

4 Buy

1 Hold

0 Sell

Strong Buy

premium

$1.62B

68.84%

AEG

Aegon

$6.39

$0.19

(3.06%)

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$9.98B

22.53%

OSS

One Stop Systems

$2.32

$0.04

(1.75%)

premium

0 Buy

1 Hold

0 Sell

Hold

premium

$47.69M

-21.11%

BCS

Barclays

$11.99

$0.14

(1.18%)

premium

2 Buy

1 Hold

0 Sell

Moderate Buy

premium

$43.52B

46.66%

XLE < ETF >

Energy Select Sector SPDR Fund

$91.79

$0.58

(0.63%)

premium

214 Buy

112 Hold

5 Sell

Moderate Buy

premium

$39.38B

7.83%

ASX

ASE Technology Holding Co

$11.10

$0.08

(0.73%)

premium

―

premium

$22.51B

45.57%

QTRX

Quanterix

$14.89

$0.49

(3.4%)

premium

4 Buy

1 Hold

0 Sell

Strong Buy

premium

$551.09M

-38.59%

BBAI

BigBearai Holdings

$1.50

$0.02

(1.35%)

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$364.19M

-22.51%

IJS < ETF >

iShares S&P Small-Cap 600 Value ETF

$105.67

$1.35

(1.29%)

premium

838 Buy

864 Hold

167 Sell

Hold

premium

$6.94B

4.90%

IJK < ETF >

iShares S&P Mid-Cap 400 Growth ETF

$91.17

$1.28

(1.42%)

premium

1K Buy

771 Hold

77 Sell

Moderate Buy

premium

$9.73B

16.08%

IVZ

Invesco

$16.49

$0.28

(1.73%)

premium

2 Buy

10 Hold

0 Sell

Hold

premium

$7.29B

-4.76%

OMI

Owens & Minor

$15.31

$0.49

(3.31%)

premium

1 Buy

3 Hold

1 Sell

Hold

premium

$1.13B

-22.61%

NVDA

Nvidia

$123.54

$5.61

(4.76%)

premium

37 Buy

4 Hold

0 Sell

Strong Buy

premium

$2.90T

164.42%

IRBO < ETF >

iShares Robotics and Artificial Intelligence Multisector ETF

$33.92

$0.55

(1.65%)

premium

773 Buy

343 Hold

54 Sell

Hold

premium

$661.56M

-2.37%