EverSource Wealth Advisors »

Phoenix Ed Partners shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Phoenix Ed Partners (PXED) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Phoenix Ed Partners

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Phoenix Ed Partners by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $558 18 31.00

More positions owned by EverSource Wealth Advisors

Vanguard Growth Etf Etf (VUG)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Value Etf Etf (VTV)
Praxis Impact Large Cap Growth Etf Etf (PRXG)
Praxis Impact Large Cap Value Etf Etf (PRXV)
Apple Stock (AAPL)
iShares Gold Trust ETF Etf (IAU)
Nvidia Corporation Stock (NVDA)
Vanguard Short-term Bond Etf Etf (BSV)
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Total International Bond Etf Etf (BNDX)
Microsoft Corp Stock (MSFT)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)

View all positions for EverSource Wealth Advisors

Top funds holding Phoenix Ed Partners

Apollo Management Holdings
Van Berkom & Associates
Massachusetts Financial Services
Wellington Management Company
BlackRock
FMR
First Eagle Investment Management
Fil
Alyeska Investment Group
Victory Capital Management
Loomis, Sayles and
Marshall Wace
Citadel Advisors
Vanguard Group
Geode Capital Management

View all funds holding Phoenix Ed Partners