140 assets, filed May 15, 2026 (FD Original).
T
AT&T Inc. · Stock (public) · Edward Jones IRA SP
$1,001 - $15,000
AT&T Inc. Global Note
Corporate bond · Edward Jones IRA SP
$1,001 - $15,000
ACN
Accenture plc Class A Ordinary Shares · Stock (public) · Edward Jones IRA SP
$1,001 - $15,000
ADBE
Adobe Inc. · Stock (public) · Edward Jones IRA SP
$1,001 - $15,000
AMD
Advanced Micro Devices, Inc. · Stock (public) · Edward Jones IRA SP
$15,001 - $50,000
Alcan Aluminum Ltd
Corporate bond · Edward Jones IRA SP
$1,001 - $15,000
GOOGL
Alphabet Inc. - Class A · Stock (public) · Edward Jones IRA SP
$1,001 - $15,000
AMZN
Amazon.com, Inc. · Stock (public) · Edward Jones IRA SP
$15,001 - $50,000
American Bond Funds of America
Mutual fund · Edward Jones Roth IRA
$15,001 - $50,000
American Bond Funds of America
Mutual fund · Edward Jones Traditional IRA
$1,001 - $15,000
American Capital Income Builder Fund-C
Mutual fund · Edward Jones Roth IRA
$1,001 - $15,000
American Fundamental Investors Fund
Mutual fund · Edward Jones Roth IRA
$1,001 - $15,000
American Growth Fund of America
Mutual fund · Edward Jones Traditional IRA
$1,001 - $15,000
American Income Fund of America
Mutual fund · Edward Jones Traditional IRA
$1,001 - $15,000
American Intermediate Bond Fund of America
Mutual fund · Edward Jones IRA SP
$1,001 - $15,000
American Intermediate Bond Fund of America
Mutual fund · Edward Jones Roth IRA
$1,001 - $15,000
American International Growth & Income
Mutual fund · Edward Jones Traditional IRA
$1,001 - $15,000
American New World
Mutual fund · Edward Jones IRA SP
$1,001 - $15,000
American New World Fund
Mutual fund · Edward Jones Roth IRA
$1,001 - $15,000
American SMALLCAP World
Mutual fund · Edward Jones Roth IRA
$15,001 - $50,000
Ameris Bank Account
Bank/brokerage account · Spouse
$50,001 - $100,000
Ameris Bank Account
Other liability · Edward Jones Brokerage SP
$1 - $1,000
ADI
Analog Devices, Inc. - Common Stock · Stock (public) · Edward Jones IRA SP
$1,001 - $15,000
Appalachian Power Co Sr Note
Corporate bond · Edward Jones IRA SP
$1,001 - $15,000
AAPL
Apple Inc. · Stock (public) · Edward Jones IRA SP
$1,001 - $15,000
AMAT
Applied Materials, Inc. - Common Stock · Stock (public) · Edward Jones IRA SP
$1,001 - $15,000
ADP
Automatic Data Processing, Inc. - Common Stock · Stock (public) · Edward Jones IRA SP
$15,001 - $50,000
Bank of America Medium Term Note
Corporate bond · Edward Jones IRA SP
$1,001 - $15,000
BLK
BlackRock, Inc. · Stock (public) · Edward Jones IRA SP
$1,001 - $15,000
BX
Blackstone Inc. Common Stock · Stock (public) · Edward Jones IRA SP
None
BKNG
Booking Holdings Inc. · Stock (public) · Edward Jones IRA SP
$15,001 - $50,000
GOBSX
BrandywineGLOBAL - Global Opportunities Bond Fund Class IS · Mutual fund · Edward Jones IRA SP
$1,001 - $15,000
BR
Broadridge Financial Solutions, Inc. Common Stock · Stock (public) · Edward Jones IRA SP
None
BRO
Brown & Brown, Inc. Common Stock · Stock (public) · Edward Jones IRA SP
$1,001 - $15,000
CSX
CSX Corporation · Stock (public) · Edward Jones IRA SP
$1,001 - $15,000
SCHW
Charles Schwab Corporation · Stock (public) · Edward Jones IRA SP
$1,001 - $15,000
Citigroup Inc. Senior Note
Corporate bond · Edward Jones IRA SP
$1,001 - $15,000
Congressional Federal Credit Union
Bank/brokerage account · Spouse
$1,001 - $15,000
Congressional Federal Credit Union
Bank/brokerage account
$1,001 - $15,000
COP
ConocoPhillips Common Stock · Stock (public) · Edward Jones IRA SP
$1,001 - $15,000
Cottonwood Estates, 84% Interest
Farm
$5,000,001 - $25,000,000
DFA Emerging Markets
Mutual fund · Edward Jones Traditional IRA
$15,001 - $50,000
DHR
Danaher Corporation · Stock (public) · Edward Jones IRA SP
$1,001 - $15,000
DE
Deere & Company · Stock (public) · Edward Jones IRA SP
$1,001 - $15,000
DIS
Disney Walt Co · Corporate bond · Edward Jones IRA SP
$15,001 - $50,000
DODIX
Dodge & Cox Income Fund - Class I · Mutual fund · Edward Jones IRA SP
None
DG
Dollar General Corporation Common Stock · Stock (public) · Edward Jones IRA SP
$15,001 - $50,000
Edward Jones Sweep Account
Bank/brokerage account
$1,001 - $15,000
Edward Jones Sweep Account
Bank/brokerage account · Edward Jones IRA SP
$1,001 - $15,000
ELV
Elevance Health, Inc. Common Stock · Stock (public) · Edward Jones IRA SP
$1,001 - $15,000
EQR
Equity Residential Common Shares of Beneficial Interest · Stock (public) · Edward Jones IRA SP
$1,001 - $15,000
WTRG
Essential Utilities, Inc. Common Stock · Stock (public) · Edward Jones IRA SP
$1 - $1,000
EL
Estee Lauder Companies, Inc. · Stock (public) · Edward Jones IRA SP
$1,001 - $15,000
EVRG
Evergy, Inc. · Stock (public) · Edward Jones IRA SP
$1,001 - $15,000
XOM
Exxon Mobil Corporation Common Stock · Stock (public) · Edward Jones IRA SP
$1,001 - $15,000
FMC
FMC Corporation Common Stock · Stock (public) · Edward Jones IRA SP
$1,001 - $15,000
FISV
Fiserv, Inc. · Stock (public) · Edward Jones IRA SP
$1,001 - $15,000
FTNT
Fortinet, Inc. · Stock (public) · Edward Jones IRA SP
$1,001 - $15,000
Hartford Capital Appreciation Fund-C
Mutual fund · Edward Jones Roth IRA
$15,001 - $50,000
Hartford Dividend & Growth
Mutual fund
$250,000
Hartford Dividend & Growth
Mutual fund · Edward Jones Traditional IRA
$1,001 - $15,000
Hartford International Growth Fund
Mutual fund · Edward Jones Roth IRA
$1,001 - $15,000
Hartford Mid Cap Value
Mutual fund · Edward Jones Traditional IRA
$1,001 - $15,000
Hartford Midcap
Mutual fund · Edward Jones Roth IRA
$1,001 - $15,000
Hartford Small Company
Mutual fund · Edward Jones Roth IRA
$1,001 - $15,000
Hartford Small Company
Mutual fund · Edward Jones Traditional IRA
$1,001 - $15,000
Hartford Total Return Bond Fund
Mutual fund · Edward Jones Roth IRA
$1,001 - $15,000
Hartford Total Return Bond Fund
Mutual fund · Edward Jones Traditional IRA
$1,001 - $15,000
HON
Honeywell International Inc. · Stock (public) · Edward Jones IRA SP
$1,001 - $15,000
INTU
Intuit Inc. - Common Stock · Stock (public) · Edward Jones IRA SP
$15,001 - $50,000
Invesco Corporate Bond
Mutual fund · Edward Jones IRA SP
$1,001 - $15,000
JP Morgan Chase Note
Corporate bond · Edward Jones IRA SP
$1,001 - $15,000
JP Morgan Growth Advantage
Mutual fund · Edward Jones Roth IRA
$1,001 - $15,000
JP Morgan Growth Advantage
Mutual fund · Edward Jones Traditional IRA
$1,001 - $15,000
LIN
Linde plc Ordinary Shares · Stock (public) · Edward Jones IRA SP
$1,001 - $15,000
LOW
Lowe's Companies, Inc. · Stock (public) · Edward Jones IRA SP
$1,001 - $15,000
MGA
Magna International, Inc. Common Stock · Stock (public) · Edward Jones IRA SP
$1,001 - $15,000
MPC
Marathon Petroleum Corporation · Stock (public) · Edward Jones IRA SP
$1,001 - $15,000
MSFT
Microsoft Corporation · Stock (public) · Edward Jones IRA SP
$1,001 - $15,000
MDLZ
Mondelez International, Inc. - Class A Common Stock · Stock (public) · Edward Jones IRA SP
$1,001 - $15,000
MCO
Moody's Corporation · Stock (public) · Edward Jones IRA SP
$1,001 - $15,000
NVDA
NVIDIA Corporation · Stock (public) · Edward Jones IRA SP
$1,001 - $15,000
NXPI
NXP Semiconductors N.V. - Common Stock · Stock (public) · Edward Jones IRA SP
$1,001 - $15,000
Natixis Loomis Sayles Investment Grade Bond
Mutual fund
$100,000
NFLX
Netflix, Inc. · Stock (public) · Edward Jones IRA SP
$1,001 - $15,000
Newhouse Farms, 69% Interest
Farm
$500,001 - $1,000,000
NEE
NextEra Energy, Inc. · Stock (public) · Edward Jones IRA SP
$1,001 - $15,000
NI
NiSource Inc Common Stock · Stock (public) · Edward Jones IRA SP
$1,001 - $15,000
NKE
Nike, Inc. Common Stock · Stock (public) · Edward Jones IRA SP
$1,001 - $15,000
OKE
ONEOK, Inc. Common Stock · Stock (public) · Edward Jones IRA SP
$1,001 - $15,000
PGIM Short Duration Multi-Sector Bond Fund Class R6
$100,000
PIMIX
PIMCO Income Fund Insti Class · Mutual fund · Edward Jones IRA SP
$1,001 - $15,000
PANW
Palo Alto Networks, Inc. · Stock (public) · Edward Jones IRA SP
None
PYPL
PayPal Holdings, Inc. · Stock (public) · Edward Jones IRA SP
$1,001 - $15,000
Pgim High Yield
Mutual fund
$100,000
Pgim Jennison International Opportunities
Mutual fund · Edward Jones IRA SP
$1,001 - $15,000
Philip Morris International Inc Note due 5/16/2038 06.375 MN
Corporate bond · Edward Jones IRA SP
$15,001 - $50,000
Plan 2
Private equity fund · Capitol Connections LLC SP
$1,001 - $15,000
PLD
Prologis, Inc. Common Stock · Stock (public) · Edward Jones IRA SP
$15,001 - $50,000
Prudential Financial Inc Medium Term Notes
Corporate bond · Edward Jones IRA SP
$1,001 - $15,000
Prudential Fixed Annuity 7 year
FN · Spouse
$500,001 - $1,000,000
RTX
RTX Corporation Common Stock · Stock (public) · Edward Jones IRA SP
$1,001 - $15,000
ROST
Ross Stores, Inc. - Common Stock · Stock (public) · Edward Jones IRA SP
$1,001 - $15,000
RCL
Royal Caribbean Cruises Ltd. Common Stock · Stock (public) · Edward Jones IRA SP
$1,001 - $15,000
SPGI
S&P Global Inc. Common Stock · Stock (public) · Edward Jones IRA SP
$1,001 - $15,000
SDY
SPDR S&P Dividend ETF · Exchange-traded fund · Edward Jones IRA SP
None
CRM
Salesforce, Inc. · Stock (public) · Edward Jones IRA SP
$1,001 - $15,000
Self-Help Federal Credit Union
Bank/brokerage account
$15,001 - $50,000
NOW
ServiceNow, Inc. Common Stock · Stock (public) · Edward Jones IRA SP
$15,001 - $50,000
SBUX
Starbucks Corporation · Stock (public) · Edward Jones IRA SP
$1,001 - $15,000
T Rowe Price Large Cap Growth
Mutual fund
$250,000
T Rowe Price US Treasury
Mutual fund · Edward Jones Traditional IRA
$1,001 - $15,000
TMUS
T-Mobile US, Inc. · Stock (public) · Edward Jones IRA SP
$15,001 - $50,000
TRAIX
T. Rowe Price Capital Appreciation Fund - I Class · Mutual fund · Edward Jones IRA SP
$1,001 - $15,000
TTMIX
T. Rowe Price Communications & Technology Fund, Inc. Class I · Mutual fund · Edward Jones IRA SP
$1,001 - $15,000
TGT
Target Corporation Common Stock · Stock (public) · Edward Jones IRA SP
$1,001 - $15,000
Tennessee Gas Pipeline Co Debenture
Corporate bond · Edward Jones IRA SP
$1,001 - $15,000
TSLA
Tesla, Inc. - Common Stock · Stock (public) · Edward Jones IRA SP
$1,001 - $15,000
TXT
Textron Inc. Common Stock · Stock (public) · Edward Jones IRA SP
$15,001 - $50,000
USGFX
The American Funds Income Series - Class F-3 · Mutual fund · Edward Jones IRA SP
$1,001 - $15,000
HSY
The Hershey Company Common Stock · Stock (public) · Edward Jones IRA SP
$1,001 - $15,000
TMO
Thermo Fisher Scientific Inc · Stock (public) · Edward Jones IRA SP
None
Truist Bank Accounts
Bank/brokerage account · Spouse
$1,001 - $15,000
TFC
Truist Financial Corporation Common Stock · Stock (public) · Edward Jones IRA SP
$1,001 - $15,000
ULTA
Ulta Beauty, Inc. · Stock (public) · Edward Jones IRA SP
$1,001 - $15,000
UNP
Union Pacific Corporation · Stock (public) · Edward Jones IRA SP
$1,001 - $15,000
UPS
United Parcel Service, Inc. Common Stock · Stock (public) · Edward Jones IRA SP
$1,001 - $15,000
UNH
UnitedHealth Group Incorporated Common Stock · Stock (public) · Edward Jones IRA SP
$1,001 - $15,000
VFC
V.F. Corporation Common Stock · Stock (public) · Edward Jones IRA SP
$1,001 - $15,000
VOE
Vanguard Mid-Cap Value ETF · Exchange-traded fund · Edward Jones IRA SP
$1,001 - $15,000
VBR
Vanguard Small-Cap Value ETF · Exchange-traded fund · Edward Jones IRA SP
$1,001 - $15,000
VTV
Vanguard Value ETF · Exchange-traded fund · Edward Jones IRA SP
$1,001 - $15,000
VZ
Verizon Communications Inc. Common Stock · Stock (public) · Edward Jones IRA SP
$1,001 - $15,000
V
Visa Inc. · Stock (public) · Edward Jones IRA SP
$15,001 - $50,000
Wal-Mart Stores Inc
Corporate bond · Edward Jones Roth IRA
$1,001 - $15,000
Washington State Public Employees’ Retirement System
$15,001 - $50,000
iShares Core S&P 500
Exchange-traded fund · Edward Jones IRA SP
$1,001 - $15,000
IJK
iShares S&P Mid-Cap 400 Growth ETF · Exchange-traded fund · Edward Jones IRA SP
$1,001 - $15,000
IJT
iShares S&P SmallCap 600 Growth ETF · Exchange-traded fund · Edward Jones IRA SP
$15,001 - $50,000
LULU
lululemon athletica inc. - Common Stock · Stock (public) · Edward Jones IRA SP
$1,001 - $15,000