edward jones stock - New Portfolio

Performance Portfolio Details

sheldon j

edward jones stock

Individual Investor

Ranked #301,511 out of 797,901 TipRanks' Investors

Success Rate

166 out of 324
profitable transactions

Average Return

6.74%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

23.57% VOO

21.13% MAGWX

7.49% WGS

2.77% PLTR

2.55% NVDA

42.49% Others

By Assets

43.48% ETFs

30.28% Stocks

26.16% Funds

0.07% Cash

0.00% Cryptocurrency

By Sector

70.97% General

11.74% Healthcare

8.71% Technology

3.10% Financial

2.05% Industrials

3.44% Other

Portfolio Holdings

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To view investors' portfolios

AAL

$10.66

$0.14

(1.33%)

After

0.19%

premium

8 Buy

5 Hold

1 Sell

Moderate Buy

premium

$6.94B

-24.04%

AIRI

$3.70

$0.077

(2.13%)

After

4.52%

premium

―

premium

$13.37M

-45.40%

BAC

$41.12

$0.05

(0.12%)

After

premium

15 Buy

3 Hold

0 Sell

Strong Buy

premium

$309.33B

10.26%

CFFN

$5.74

$0.05

(0.86%)

After

0.52%

premium

0 Buy

2 Hold

0 Sell

Hold

premium

$768.83M

14.20%

$10.17

$0.11

(1.07%)

After

2.56%

premium

3 Buy

11 Hold

2 Sell

Hold

premium

$40.88B

-17.30%

SKYT

$7.26

$0.28

(3.71%)

After

0.14%

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$362.18M

-26.30%

STLA

$9.45

$0.14

(1.46%)

After

premium

5 Buy

13 Hold

1 Sell

Hold

premium

$35.59B

-56.13%

BCAT

$14.73

$0.06

(0.41%)

After

premium

―

premium

―

-7.16%

BCX < FUND >

$8.98

$0.07

(0.77%)

After

premium

―

premium

$792.57M

-2.69%

BDJ < FUND >

$8.37

$0.02

(0.24%)

After

premium

―

premium

$1.53B

2.69%

BFZ < FUND >

$10.87

$0.02

(0.18%)

After

premium

―

premium

$329.80M

-7.48%

BIGZ < FUND >

$8.06

$0.03

(0.37%)

After

0.5%

premium

―

premium

$2.00B

-12.75%

BKT < FUND >

$11.58

$0.09

(0.77%)

After

premium

―

premium

$1.75B

1.21%

BSTZ < FUND >

$18.28

$0.07

(0.38%)

After

premium

―

premium

$400.39M

0.99%

BGY < FUND >

$5.68

$0.01

(0.18%)

After

premium

―

premium

$572.30M

5.17%

BOE < FUND >

$10.95

$0.03

(0.27%)

After

premium

―

premium

$677.10M

6.54%

BTZ < FUND >

$10.55

$0.01

(0.09%)

After

premium

―

premium

$1.15B

0.76%

CII < FUND >

$19.19

$0.01

(0.05%)

After

premium

―

premium

$2.75B

0.47%

DSU < FUND >

$10.34

$0.03

(0.29%)

After

premium

―

premium

$490.34M

-4.60%

EGF < FUND >

$9.72

$0.04

(0.41%)

premium

―

premium

$38.25M

4.63%

HYT < FUND >

$9.58

$0.02

(0.21%)

After

premium

―

premium

$1.37B

-2.54%

MUC < FUND >

$10.58

$0.04

(0.38%)

After

premium

―

premium

$1.59B

-2.12%

CEFS < ETF >

$21.39

$0.05

(0.23%)

After

0.28%

premium

―

premium

$265.06M

6.19%

DVYE < ETF >

$27.27

$0.14

(0.51%)

After

premium

―

premium

$730.79M

-2.39%

ETJ < FUND >

$8.65

$0.03

(0.35%)

After

premium

―

premium

$570.72M

2.50%

EVV < FUND >

$9.94

$0.04

(0.4%)

After

0.2%

premium

―

premium

$1.17B

2.46%

FFLG < ETF >

$22.95

$0.15

(0.65%)

After

premium

1K Buy

430 Hold

41 Sell

Moderate Buy

premium

$367.74M

5.14%

FTXO < ETF >

$29.99

$0.06

(0.2%)

After

premium

237 Buy

154 Hold

18 Sell

Moderate Buy

premium

$214.78M

11.71%

GDIV < ETF >

$14.49

$0.051

(0.35%)

After

premium

475 Buy

195 Hold

18 Sell

Moderate Buy

premium

$233.15M

2.90%

HFRO < FUND >

$5.05

$0.08

(1.56%)

After

premium

―

premium

$338.08M

-21.68%

HNW < FUND >

$11.75

$0.012

(0.1%)

After

premium

―

premium

$99.52M

1.44%

IGD < FUND >

$5.58

$0.04

(0.71%)

After

premium

―

premium

$455.84M

9.55%

JFR < FUND >

$8.24

$0.02

(0.24%)

After

0.49%

premium

―

premium

$480.96M

-4.61%

JPC < FUND >

$7.79

$0.01

(0.13%)

After

0.64%

premium

―

premium

$2.53B

8.33%

JQC < FUND >

$5.39

$0.03

(0.56%)

After

premium

―

premium

$729.58M

-4.96%

PFN < FUND >

$7.27

$0.02

(0.28%)

After

premium

―

premium

$631.92M

-2.55%

MAGWX < FUND >

$24.49

$0.3

(1.24%)

premium

―

premium

―

1.03%

VOO < ETF >

$517.99

$2.72

(0.52%)

After

0.09%

premium

4K Buy

3K Hold

300 Sell

Moderate Buy

premium

$612.79B

9.69%

TCPC

$6.61

$0.14

(2.07%)

After

0.45%

premium

0 Buy

1 Hold

1 Sell

Moderate Sell

premium

$574.27M

-34.34%

DSP

$14.80

$0.26

(1.79%)

After

0.95%

premium

8 Buy

0 Hold

0 Sell

Strong Buy

premium

$914.43M

73.09%

VTEX

$5.37

$0.1

(1.83%)

After

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$1.00B

-30.76%

WGS

$66.16

$1.07

(1.59%)

After

0.62%

premium

4 Buy

2 Hold

0 Sell

Moderate Buy

premium

$1.92B

241.96%

NNOX

$5.04

$0.11

(2.14%)

After

0.4%

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$328.37M

-44.89%

ASYS

$3.38

$0.22

(6.11%)

After

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$51.44M

-25.92%

SOUN

$9.19

$0.2

(2.13%)

After

0.33%

premium

3 Buy

2 Hold

0 Sell

Moderate Buy

premium

$3.76B

108.67%

AEG

$6.65

$0.08

(1.22%)

After

premium

―

premium

$10.19B

3.79%

OSS

$2.76

$0.34

(14.05%)

After

4.71%

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$52.13M

-16.26%

BCS

$16.38

$0.13

(0.8%)

After

0.18%

premium

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

$57.05B

58.38%

XLE < ETF >

$80.50

$1.48

(1.81%)

After

0.16%

premium

255 Buy

117 Hold

7 Sell

Moderate Buy

premium

$26.39B

-12.13%

ASX

$9.07

$0.03

(0.33%)

After

1.54%

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$20.32B

-13.58%

QTRX

$5.81

$0.205

(3.41%)

After

premium

2 Buy

2 Hold

0 Sell

Moderate Buy

premium

$233.51M

-64.66%

BBAI

$3.21

$0.15

(4.46%)

After

2.8%

premium

2 Buy

2 Hold

0 Sell

Moderate Buy

premium

$978.39M

125.50%

IJS < ETF >

$92.99

$0.88

(0.94%)

After

0.46%

premium

1K Buy

1K Hold

195 Sell

Hold

premium

$5.83B

-5.89%

IJK < ETF >

$85.69

$0.04

(0.05%)

After

0.81%

premium

1K Buy

757 Hold

79 Sell

Moderate Buy

premium

$8.14B

-4.05%

IVZ

$14.33

$0.08

(0.56%)

After

premium

0 Buy

11 Hold

1 Sell

Hold

premium

$6.45B

-2.90%

OMI

$8.18

$0.67

(8.92%)

After

2.69%

premium

2 Buy

2 Hold

2 Sell

Hold

premium

$580.18M

-58.76%

NVDA

$113.82

$0.68

(0.59%)

After

0.25%

premium

34 Buy

5 Hold

1 Sell

Strong Buy

premium

$2.79T

28.96%

ARTY < ETF >

$33.88

$0.07

(0.21%)

After

0.44%

premium

708 Buy

274 Hold

30 Sell

Moderate Buy

premium

$804.46M

0.71%

SPLG < ETF >

$66.29

$0.35

(0.53%)

After

0.14%

premium

4K Buy

3K Hold

300 Sell

Moderate Buy

premium

$62.49B

9.68%

ELUT

$1.90

$0.14

(6.86%)

After

premium

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

$83.37M

-30.38%

$38.41

$3.5

(8.35%)

After

0.29%

premium

14 Buy

9 Hold

1 Sell

Moderate Buy

premium

$17.69B

-40.44%

MFA

$9.91

$0.06

(0.6%)

After

2.93%

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$1.02B

-8.95%

LUMN

$4.23

$0.45

(11.9%)

After

>0.01%

premium

2 Buy

3 Hold

0 Sell

Moderate Buy

premium

$3.88B

186.36%

PLTR

$123.77

$0.51

(0.41%)

After

4.82%

premium

2 Buy

8 Hold

3 Sell

Hold

premium

$293.19B

432.70%

DUOT

$6.57

$0.335

(4.85%)

After

premium

―

premium

$80.47M

124.92%

FONR

$12.20

$0.11

(0.89%)

After

premium

―

premium

$77.77M

-24.52%

MYGN

$7.70

$0.14

(1.85%)

After

3.77%

premium

6 Buy

5 Hold

3 Sell

Hold

premium

$696.82M

-61.17%

SPEM < ETF >

$40.77

$0.28

(0.69%)

After

premium

―

premium

$10.62B

7.51%

AMPX

$2.28

$0.07

(2.98%)

After

1.23%

premium

5 Buy

1 Hold

0 Sell

Strong Buy

premium

$283.28M

7.31%

PGY

$11.63

$0.21

(1.77%)

After

0.17%

premium

7 Buy

1 Hold

0 Sell

Strong Buy

premium

$891.53M

13.74%

LTRX

$2.21

$0.04

(1.78%)

After

2.26%

premium

5 Buy

0 Hold

0 Sell

Strong Buy

premium

$87.28M

-38.19%

ABSI

$2.87

$0.16

(5.28%)

After

0.7%

premium

7 Buy

0 Hold

0 Sell

Strong Buy

premium

$385.88M

-40.35%

BKSY

$8.62

$0.22

(2.49%)

After

0.93%

premium

6 Buy

0 Hold

0 Sell

Strong Buy

premium

$279.81M

601.59%

ICLN < ETF >

$11.76

$0.08

(0.68%)

After

0.43%

premium

―

premium

$1.31B

-14.88%

KSCP

$4.80

$0.645

(11.83%)

After

2.6%

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$37.61M

-75.72%

XLU < ETF >

$79.55

$0.2

(0.25%)

After

0.06%

premium

164 Buy

139 Hold

15 Sell

Moderate Buy

premium

$18.17B

15.98%

PCG

$16.92

$0.01

(0.06%)

After

0.3%

premium

7 Buy

3 Hold

1 Sell

Moderate Buy

premium

$37.21B

-3.64%

TGI

$25.50

$0.03

(0.12%)

After

premium

0 Buy

2 Hold

0 Sell

Hold

premium

$1.97B

84.30%

INTR

$6.64

$0.08

(1.22%)

After

premium

0 Buy

0 Hold

1 Sell

Moderate Sell

premium

$2.64B

19.93%

CNTA

$13.57

$0.04

(0.29%)

After

premium

6 Buy

0 Hold

0 Sell

Strong Buy

premium

$1.81B

43.72%

TEM

$54.07

$2.99

(5.24%)

After

1.28%

premium

5 Buy

5 Hold

0 Sell

Moderate Buy

premium

$9.87B

―

AVXL

$8.91

$0.45

(4.81%)

After

5.05%

premium

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

$799.08M

143.12%

NDRA

$6.33

$0.19

(3.09%)

After

0.24%

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$3.45M

-98.92%

ADPT

$10.03

$0.19

(1.93%)

After

premium

7 Buy

1 Hold

0 Sell

Strong Buy

premium

$1.49B

226.91%

KXI < ETF >

$66.14

$0.03

(0.05%)

After

premium

471 Buy

428 Hold

65 Sell

Moderate Buy

premium

$832.39M

9.09%

IYC < ETF >

$91.03

$0.56

(0.61%)

After

1.88%

premium

1K Buy

930 Hold

138 Sell

Moderate Buy

premium

$1.30B

14.40%

MXI < ETF >

$82.95

$0.02

(0.02%)

After

0.43%

premium

505 Buy

310 Hold

41 Sell

Moderate Buy

premium

$212.59M

-6.71%

VLY

$8.90

(0%)

After

0.45%

premium

3 Buy

4 Hold

0 Sell

Moderate Buy

premium

$4.98B

15.14%

SDGR

$25.98

$0.69

(2.73%)

After

0.04%

premium

6 Buy

0 Hold

0 Sell

Strong Buy

premium

$1.86B

6.80%

WVVI

$6.00

$0.007

(0.11%)

After

1.17%

premium

―

premium

$29.82M

41.32%

ASTS

$24.75

$1.67

(6.32%)

After

0.2%

premium

5 Buy

0 Hold

0 Sell

Strong Buy

premium

$8.66B

978.37%

HBAN

$15.02

$0.06

(0.4%)

After

0.2%

premium

13 Buy

3 Hold

1 Sell

Moderate Buy

premium

$21.97B

9.28%