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shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of (CXDO) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in

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All positions including held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $20 3 6.67

More positions owned by EverSource Wealth Advisors

Vanguard Growth Etf Etf (VUG)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Value Etf Etf (VTV)
iShares Gold Trust ETF Etf (IAU)
Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)
Praxis Impact Large Cap Growth Etf Etf (PRXG)
Praxis Impact Large Cap Value Etf Etf (PRXV)
Microsoft Corp Stock (MSFT)
Tesla Stock (TSLA)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Total Stock Market Etf Etf (VTI)
Broadcom Stock (AVGO)
Palantir Technologies Inc Cl A Stock (PLTR)

View all positions for EverSource Wealth Advisors

Top funds holding

BlackRock
Essex Investment Management
Vanguard Group
Bard Associates
Acadian Asset Management
Creative Planning
Geode Capital Management
Dimensional Fund Advisors
Arrowstreet Capital, Limited Partnership
Renaissance Technologies
Susquehanna International
Legato Capital Management
Pembroke Management
Perkins Capital Management
State Street Corporation

View all funds holding