James T. Borello RIA’s Crexendo CXDO Stock Holding History

James T. Borello RIA’s Portfolio CXDO Stock Details CXDO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$47	Buy	+8	New	+$53	﹤0.01%	1260

Other funds holding CXDO

Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

James T. Borello RIA's CXDO Position: Q3 2026 in Review

James T. Borello RIA opened a new position in Crexendo (CXDO) in Q3 2026: 8 shares worth $47. The stake represents ﹤0.01% of the portfolio and ranks #1260 among its holdings.

12 funds tracked by Wall St. Rank hold CXDO as of Q3 2026.

James T. Borello RIA held 8 shares of Crexendo worth $47 as of Q3 2026.
Crexendo was a new James T. Borello RIA position in Q3 2026.
Crexendo made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #1260 holding.
12 funds tracked by Wall St. Rank held Crexendo as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.