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Working with TipRanks

edward jones stock - New Portfolio

Performance Portfolio Details

sheldon j

edward jones stock

Individual Investor

Ranked #120,626 out of 781,107 TipRanks' Investors

Success Rate

166 out of 262
profitable transactions

Average Return

13.55%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

26.50% VOO

24.05% MAGWX

7.02% WGS

3.45% PLTR

3.32% NVDA

35.66% Others

By Assets

41.44% ETFs

29.62% Funds

28.84% Stocks

0.09% Cash

0.00% Cryptocurrency

By Sector

71.13% General

11.43% Technology

8.83% Healthcare

3.62% Financial

2.26% Consumer Cyclical

2.73% Other

Portfolio Holdings

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To view investors' portfolios

AAL

American Airlines

$18.64

$0.37

(2.03%)

premium

10 Buy

7 Hold

0 Sell

Moderate Buy

premium

$12.01B

33.75%

AIRI

Air Industries Group

$4.33

$0.15

(3.35%)

premium

―

premium

$15.04M

11.03%

BAC

Bank of America

$46.66

$0.13

(0.28%)

premium

18 Buy

2 Hold

0 Sell

Strong Buy

premium

$357.02B

44.41%

CFFN

Capitol Federal Financial

$5.72

(0%)

premium

0 Buy

1 Hold

0 Sell

Hold

premium

$759.47M

-6.99%

FFNW

First Financial Northwest

$21.24

$0.17

(0.81%)

premium

―

premium

$194.48M

2.03%

Ford Motor

$10.43

$0.25

(2.46%)

premium

3 Buy

8 Hold

3 Sell

Hold

premium

$40.46B

-9.11%

SKYT

SkyWater Technology

$11.76

$0.21

(1.82%)

premium

4 Buy

0 Hold

0 Sell

Strong Buy

premium

$550.43M

30.95%

STLA

Stellantis

$13.22

$0.34

(2.64%)

premium

5 Buy

8 Hold

1 Sell

Moderate Buy

premium

$39.51B

-40.42%

BCAT

BlackRock Capital

$15.68

$0.03

(0.19%)

premium

―

premium

―

3.50%

BCX < FUND >

BlackRock Resources & Commodities Strategy Trust

$9.32

$0.07

(0.76%)

premium

―

premium

$790.88M

11.62%

BDJ < FUND >

BlackRock Enhanced Equity Dividend Trust

$8.72

$0.06

(0.69%)

premium

―

premium

$1.54B

12.52%

BFZ < FUND >

Blackrock California Municipal Income Trust

$11.33

$0.02

(0.18%)

premium

―

premium

$340.62M

-2.91%

BIGZ < FUND >

BlackRock Innovation and Growth Trust of Benef Interest

$8.18

$0.36

(4.6%)

premium

―

premium

$1.93B

5.96%

BKT < FUND >

Blackrock Income Trust Inc

$11.61

$0.025

(0.21%)

premium

―

premium

$1.73B

-4.25%

BSTZ < FUND >

BlackRock Science and Technology Trust II

$21.83

$0.18

(0.83%)

premium

―

premium

$483.71M

28.56%

BGY < FUND >

BlackRock Enhanced International Dividend Trust of Benef Interest

$5.47

$0.03

(0.55%)

premium

―

premium

$557.02M

3.99%

BOE < FUND >

BlackRock Enhanced Global Dividend Trust of Benef Interest

$11.19

$0.05

(0.44%)

premium

―

premium

$698.96M

12.35%

BTZ < FUND >

BlackRock Credit Allocation Income Trust

$10.61

$0.06

(0.57%)

premium

―

premium

$1.15B

-0.28%

CII < FUND >

BlackRock Enhanced Capital and Income Fund Inc

$20.76

$0.15

(0.73%)

premium

―

premium

$3.09B

9.78%

DSU < FUND >

Blackrock Debt Strategies Fund Inc

$10.73

$0.03

(0.28%)

premium

―

premium

$500.13M

0.37%

EGF < FUND >

BlackRock Enhanced Government Fund Inc

$9.71

$0.05

(0.52%)

premium

―

premium

$38.21M

1.36%

HYT < FUND >

BlackRock Corporate High Yield Fund Inc

$9.81

$0.03

(0.31%)

premium

―

premium

$1.40B

3.81%

MUC < FUND >

BlackRock MuniHoldings California Quality Fund Inc

$10.73

$0.09

(0.85%)

premium

―

premium

$1.60B

-3.16%

CEFS < ETF >

Saba Closed-End Funds ETF

$22.61

$0.35

(1.57%)

premium

―

premium

$248.08M

19.25%

DVYE < ETF >

iShares Emerging Markets Dividend ETF

$26.10

$0.22

(0.85%)

premium

―

premium

$632.36M

2.92%

ETJ < FUND >

Eaton Vance Risk-Managed Diversified Equity Income Fund

$9.27

$0.04

(0.43%)

premium

―

premium

$623.89M

16.31%

EVV < FUND >

Eaton Vance Limited Duration Income Fund

$10.05

$0.11

(1.11%)

premium

―

premium

$1.17B

4.36%

FFLG < ETF >

Fidelity Fundamental Large Cap Growth ETF

$25.98

$0.27

(1.05%)

premium

3K Buy

862 Hold

114 Sell

Strong Buy

premium

$376.62M

32.75%

FTXO < ETF >

First Trust Nasdaq Bank ETF

$34.16

$0.32

(0.95%)

premium

474 Buy

302 Hold

28 Sell

Strong Buy

premium

$220.28M

36.16%

GDIV < ETF >

Harbor Dividend Growth Leaders ETF

$15.80

$0.13

(0.83%)

premium

916 Buy

452 Hold

38 Sell

Strong Buy

premium

$282.26M

14.88%

HFRO < FUND >

Highland Income Fund

$5.74

$0.14

(2.5%)

premium

―

premium

$391.25M

-24.63%

HNW < FUND >

Pioneer Diversified High Income Fund, Inc.

$11.94

$0.017

(0.14%)

premium

―

premium

$99.52M

9.64%

IGD < FUND >

Voya Global Equity Dividend and Premium Opportunity Fund

$5.53

$0.05

(0.91%)

premium

―

premium

$439.16M

8.22%

JFR < FUND >

Nuveen Floating Rate Income Fund

$8.50

$0.06

(0.7%)

premium

―

premium

$483.81M

2.04%

JPC < FUND >

Nuveen Preferred & Income Opportunities Fund of Benef Interest

$7.93

$0.03

(0.38%)

premium

―

premium

$2.53B

11.85%

JQC < FUND >

Nuveen Credit Strategies Income Fund

$5.56

$0.11

(1.94%)

premium

―

premium

$753.99M

7.18%

PFN < FUND >

PIMCO Income Strategy Fund II

$7.43

$0.01

(0.13%)

premium

―

premium

$623.53M

0.00%

MAGWX < FUND >

MFS Growth Allocation Fund - Class A

$24.53

$0.1

(0.41%)

premium

―

premium

―

6.56%

VOO < ETF >

Vanguard S&P 500 ETF

$554.46

(0.91%)

premium

4K Buy

3K Hold

301 Sell

Moderate Buy

premium

$603.12B

23.67%

TCPC

BlackRock TCP Capital

$8.96

$0.01

(0.11%)

premium

0 Buy

0 Hold

1 Sell

Moderate Sell

premium

$766.04M

-22.64%

DSP

Viant Technology

$20.56

$1.39

(7.25%)

premium

5 Buy

0 Hold

0 Sell

Strong Buy

premium

$1.20B

128.49%

VTEX

$6.17

$0.17

(2.83%)

premium

3 Buy

2 Hold

0 Sell

Moderate Buy

premium

$1.11B

-22.18%

WGS

GeneDx Holdings

$74.36

$4.88

(7.02%)

premium

3 Buy

1 Hold

0 Sell

Strong Buy

premium

$1.91B

2044.44%

NNOX

Nano-X Imaging

$8.38

$0.03

(0.36%)

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$491.98M

56.90%

ASYS

Amtech Systems

$5.21

$0.04

(0.76%)

premium

0 Buy

1 Hold

0 Sell

Hold

premium

$74.95M

22.38%

SOUN

SoundHound AI, Inc Class A

$16.52

$2.88

(21.11%)

premium

2 Buy

2 Hold

0 Sell

Moderate Buy

premium

$5.04B

637.30%

AEG

Aegon

$6.48

$0.11

(1.73%)

premium

―

premium

$10.11B

7.78%

OSS

One Stop Systems

$4.30

$0.21

(5.13%)

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$86.36M

110.82%

BCS

Barclays

$14.90

$0.64

(4.49%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$51.60B

93.75%

XLE < ETF >

Energy Select Sector SPDR Fund

$93.48

$0.48

(0.51%)

premium

244 Buy

108 Hold

5 Sell

Moderate Buy

premium

$35.82B

16.76%

ASX

ASE Technology Holding Co

$10.96

$0.44

(4.18%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$22.85B

12.03%

QTRX

Quanterix

$9.72

$0.85

(9.58%)

premium

3 Buy

1 Hold

0 Sell

Strong Buy

premium

$341.71M

-60.38%

BBAI

BigBearai Holdings

$4.41

$0.49

(12.5%)

premium

3 Buy

1 Hold

0 Sell

Strong Buy

premium

$986.09M

121.47%

IJS < ETF >

iShares S&P Small-Cap 600 Value ETF

$112.23

$1.77

(1.6%)

premium

2K Buy

2K Hold

392 Sell

Strong Buy

premium

$7.63B

12.29%

IJK < ETF >

iShares S&P Mid-Cap 400 Growth ETF

$96.63

$1.84

(1.94%)

premium

3K Buy

1K Hold

178 Sell

Strong Buy

premium

$9.67B

20.80%

IVZ

Invesco

$17.50

$0.3

(1.74%)

premium

1 Buy

11 Hold

1 Sell

Hold

premium

$7.73B

0.64%

OMI

Owens & Minor

$14.92

$0.34

(2.33%)

premium

2 Buy

3 Hold

2 Sell

Hold

premium

$1.12B

-24.30%

NVDA

Nvidia

$140.83

$3.12

(2.27%)

premium

36 Buy

3 Hold

0 Sell

Strong Buy

premium

$3.37T

131.48%

ARTY < ETF >

iShares Future AI & Tech ETF

$39.68

$0.77

(1.98%)

premium

1K Buy

510 Hold

66 Sell

Strong Buy

premium

$788.79M

19.70%

SPLG < ETF >

SPDR Portfolio S&P 500 ETF

$70.94

$0.65

(0.92%)

premium

4K Buy

3K Hold

301 Sell

Moderate Buy

premium

$55.30B

23.60%

VEA < ETF >

Vanguard FTSE Developed Markets ETF

$49.51

$0.94

(1.94%)

premium

5K Buy

3K Hold

784 Sell

Hold

premium

$135.29B

3.56%

ELUT

Aziyo Biologics

$3.25

$0.05

(1.56%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$110.60M

-19.80%

ON Semiconductor

$55.61

$0.98

(1.79%)

premium

16 Buy

5 Hold

1 Sell

Moderate Buy

premium

$23.26B

-26.04%

MFA

MFA Financial

$10.19

$0.09

(0.89%)

premium

2 Buy

2 Hold

0 Sell

Moderate Buy

premium

$1.03B

-11.16%

LUMN

Lumen Technologies

$5.48

$0.18

(3.18%)

premium

0 Buy

5 Hold

1 Sell

Hold

premium

$5.74B

328.79%

PLTR

Palantir Technologies

$73.07

$1.3

(1.81%)

premium

2 Buy

9 Hold

7 Sell

Moderate Sell

premium

$163.49B

327.71%

DUOT

Duos Technologies Group

$5.90

$0.1

(1.72%)

premium

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

$48.78M

70.59%

FONR

Fonar

$15.20

$0.02

(0.13%)

premium

―

premium

$97.08M

-22.29%

MYGN

Myriad Genetics

$12.57

$0.18

(1.45%)

premium

1 Buy

5 Hold

2 Sell

Hold

premium

$1.13B

-41.15%

SPEM < ETF >

SPDR Portfolio Emerging Markets ETF

$38.59

$0.33

(0.86%)

premium

―

premium

$9.66B

12.96%

AMPX

Amprius Technologies Inc

$3.28

$0.08

(2.38%)

premium

4 Buy

0 Hold

0 Sell

Strong Buy

premium

$371.53M

-22.22%

PGY

Pagaya Technologies Ltd

$9.27

$0.49

(5.58%)

premium

4 Buy

2 Hold

0 Sell

Moderate Buy

premium

$646.70M

-32.25%

LTRX

Lantronix

$3.78

$0.27

(7.69%)

premium

4 Buy

0 Hold

0 Sell

Strong Buy

premium

$135.05M

-44.74%

ABSI

AbSci

$3.22

$0.32

(11.03%)

premium

7 Buy

1 Hold

0 Sell

Strong Buy

premium

$333.08M

-14.96%

BKSY

BlackSky Technology

$12.09

$0.36

(3.07%)

premium

6 Buy

0 Hold

0 Sell

Strong Buy

premium

$361.04M

816.41%

ICLN < ETF >

iShares Global Clean Energy ETF

$11.33

$0.11

(0.96%)

premium

―

premium

$1.41B

-17.70%

KSCP

Knightscope Inc Class A

$11.17

$0.83

(6.92%)

premium

―

premium

$50.55M

-53.42%

PCG

PG&E

$17.30

$0.29

(1.7%)

premium

10 Buy

2 Hold

0 Sell

Strong Buy

premium

$37.31B

3.84%

VXUS < ETF >

Vanguard Total International Stock ETF

$60.52

$1.02

(1.71%)

premium

―

premium

$75.46B

5.48%

AOTG < ETF >

AOT Growth and Innovation ETF

$45.91

$0.578

(1.27%)

premium

1K Buy

518 Hold

70 Sell

Strong Buy

premium

$51.21M

31.67%