Battery Global Advisors, LLC Top Holdings and 13F Report (2024) About Battery Global Advisors, LLCInvestment ActivityBattery Global Advisors, LLC has $179.24 million in total holdings as of June 30, 2024.Battery Global Advisors, LLC owns shares of 139 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 3.61% of the portfolio was purchased this quarter.About 1.55% of the portfolio was sold this quarter.This quarter, Battery Global Advisors, LLC has purchased 133 new stocks and bought additional shares in 29 stocks.Battery Global Advisors, LLC sold shares of 3 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $46,320,622Intuit $27,844,289Payoneer Global $21,133,027Vanguard S&P 500 ETF $14,639,240Vanguard FTSE Developed Markets ETF $14,203,874 Largest New Holdings this Quarter 02079K305 - Alphabet $649,488 Holding20030N101 - Comcast $35,313 Holding224441105 - Crane NXT $12,285 Holding464286632 - iShares MSCI Israel ETF $4,164 Holding26884L109 - EQT $1,710 Holding Largest Purchases this Quarter Vanguard Total Stock Market ETF 10,903 shares (about $3.00M)Vanguard FTSE Developed Markets ETF 14,939 shares (about $759.35K)Alphabet 4,200 shares (about $649.49K)iShares Gold Trust 10,564 shares (about $622.85K)KraneShares California Carbon Allowance Strategy ETF 31,124 shares (about $517.90K) Largest Sales this Quarter Payoneer Global 200,000 shares (about $1.46M)iShares MSCI ACWI ETF 407 shares (about $47.37K)Crane 239 shares (about $36.61K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBattery Global Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$46,320,622$2,996,575 ▲6.9%168,53725.8%ETFINTUIntuit$27,844,2890.0%45,35015.5%Computer and TechnologyPAYOPayoneer Global$21,133,027$1,462,000 ▼-6.5%2,890,97511.8%Business ServicesVOOVanguard S&P 500 ETF$14,639,2400.0%28,4868.2%ETFVEAVanguard FTSE Developed Markets ETF$14,203,874$759,349 ▲5.6%279,4397.9%ETFVWOVanguard FTSE Emerging Markets ETF$10,466,150$459,615 ▲4.6%231,2455.8%ETFIAUiShares Gold Trust$6,710,597$622,854 ▲10.2%113,8163.7%FinanceSPDWSPDR Portfolio Developed World ex-US ETF$5,521,0220.0%151,6353.1%ETFVUGVanguard Growth ETF$4,539,0310.0%12,2412.5%ETFTPYPTortoise North American Pipeline Fund$2,487,2720.0%68,3881.4%ETFRSPInvesco S&P 500 Equal Weight ETF$2,183,394$10,394 ▲0.5%12,6041.2%ETFKCCAKraneShares California Carbon Allowance Strategy ETF$2,138,989$517,903 ▲31.9%128,5451.2%ETFMSFTMicrosoft$1,476,419$751 ▲0.1%3,9330.8%Computer and TechnologyAAPLApple$1,475,171$666 ▲0.0%6,6410.8%Computer and TechnologyATMPBarclays ETN+ Select MLP ETNs$1,356,009$13,184 ▲1.0%44,2270.8%FinanceVVVanguard Large-Cap ETF$1,254,1760.0%4,8790.7%ETFVTVVanguard Value ETF$1,055,9600.0%6,1130.6%ETFVBKVanguard Small-Cap Growth ETF$926,5140.0%3,6800.5%ETFSPEMSPDR Portfolio Emerging Markets ETF$880,1690.0%22,3560.5%ETFVBRVanguard Small-Cap Value ETF$846,6880.0%4,5450.5%ETFCRWDCrowdStrike$743,2390.0%2,1080.4%Computer and TechnologyGOOGAlphabet$652,6040.0%4,1770.4%Computer and TechnologyGOOGLAlphabet$649,488$649,488 ▲New Holding4,2000.4%Computer and TechnologyNOWServiceNow$641,6890.0%8060.4%Computer and TechnologyMDBMongoDB$629,686$270,993 ▲75.6%3,5900.4%Computer and TechnologyHUBSHubSpot$594,7130.0%1,0410.3%Computer and TechnologyCIThe Cigna Group$551,4040.0%1,6760.3%MedicalCRMSalesforce$513,6410.0%1,9140.3%Computer and TechnologyJPMJPMorgan Chase & Co.$420,890$245 ▲0.1%1,7160.2%FinanceVOOGVanguard S&P 500 Growth ETF$387,3280.0%1,1580.2%ETFVRSKVerisk Analytics$308,0370.0%1,0350.2%Business ServicesBKBank of New York Mellon$261,0030.0%3,1120.1%FinanceACWIiShares MSCI ACWI ETF$246,259$47,366 ▼-16.1%2,1160.1%ManufacturingWPCW. P. Carey$233,9200.0%3,6550.1%FinanceIVViShares Core S&P 500 ETF$225,9700.0%4020.1%ETFMSGSMadison Square Garden Sports$210,6870.0%1,0820.1%Consumer DiscretionaryBXBlackstone$195,551$280 ▲0.1%1,3990.1%FinanceXOMExxon Mobil$185,059$119 ▲0.1%1,5560.1%EnergyHDHome Depot$175,1820.0%4780.1%Retail/WholesaleSPHYSPDR Portfolio High Yield Bond ETF$169,889$46,840 ▲38.1%7,2540.1%ETFJNJJohnson & Johnson$158,7090.0%9570.1%MedicalROKRockwell Automation$154,5110.0%5980.1%Computer and TechnologyKWRQuaker Chemical$147,9610.0%1,1970.1%Basic MaterialsCOPConocoPhillips$129,446$420 ▲0.3%1,2330.1%EnergyGSThe Goldman Sachs Group$125,1000.0%2290.1%FinanceAMZNAmazon.com$114,1560.0%6000.1%Retail/WholesaleEWEdwards Lifesciences$103,9360.0%1,4340.1%MedicalTAT&T$101,5530.0%3,5910.1%Computer and TechnologyCLColgate-Palmolive$89,6710.0%9570.1%Consumer StaplesCSCOCisco Systems$88,6160.0%1,4360.0%Computer and TechnologyGLWCorning$87,6690.0%1,9150.0%Computer and TechnologyBMYBristol-Myers Squibb$87,5820.0%1,4360.0%MedicalNOCNorthrop Grumman$82,8060.0%1620.0%AerospaceAFLAflac$79,8340.0%7180.0%FinancePFEPfizer$78,8580.0%3,1120.0%MedicalAMGNAmgen$75,707$1,246 ▲1.7%2430.0%MedicalUVSPUnivest Financial$74,3880.0%2,6230.0%FinanceMETAMeta Platforms$72,3000.0%1250.0%Computer and TechnologyADIAnalog Devices$72,1980.0%3580.0%Computer and TechnologyDLTRDollar Tree$71,8420.0%9570.0%Retail/WholesaleWFCWells Fargo & Company$71,7900.0%1,0000.0%FinanceTRVTravelers Companies$66,1150.0%2500.0%FinanceMRKMerck & Co., Inc.$65,0290.0%7180.0%MedicalVVisa$61,0750.0%1740.0%Business ServicesSRADSportradar Group$59,563$57,509 ▲2,800.0%2,7550.0%Consumer DiscretionaryAMPAmeriprise Financial$57,6090.0%1190.0%FinancePEPPepsiCo$55,073$600 ▲1.1%3670.0%Consumer StaplesCHDChurch & Dwight$52,6230.0%4780.0%Consumer StaplesCTASCintas$48,056$205 ▲0.4%2340.0%Business ServicesTXNTexas Instruments$47,789$180 ▲0.4%2660.0%Computer and TechnologySTLDSteel Dynamics$44,9580.0%3580.0%Basic MaterialsPSXPhillips 66$44,2060.0%3580.0%EnergyVZVerizon Communications$43,4100.0%9570.0%Computer and TechnologyAMEAMETEK$41,1410.0%2390.0%Computer and TechnologyCRCrane$36,610$36,610 ▼-50.0%2390.0%IndustrialsCMCSAComcast$35,313$35,313 ▲New Holding9570.0%Consumer DiscretionaryAGCOAGCO$33,1400.0%3580.0%IndustrialsCCitigroup$33,095$71 ▲0.2%4660.0%FinanceBAXBaxter International$32,9210.0%9570.0%MedicalCVSCVS Health$32,3850.0%4780.0%MedicalDCIDonaldson$32,0550.0%4780.0%IndustrialsETNEaton$31,8330.0%1170.0%IndustrialsHUMHumana$31,5930.0%1190.0%MedicalWMTWalmart$31,4250.0%3570.0%Retail/WholesaleAYIAcuity Brands$31,3390.0%1190.0%ConstructionBACBank of America$31,222$167 ▲0.5%7480.0%FinanceDDDuPont de Nemours$30,4690.0%4080.0%Basic MaterialsUNHUnitedHealth Group$30,3440.0%580.0%MedicalLUVSouthwest Airlines$28,2570.0%8370.0%TransportationHLTHilton Worldwide$27,7610.0%1220.0%Consumer DiscretionaryINTCIntel$27,1840.0%1,1970.0%Computer and TechnologyRFRegions Financial$26,3100.0%1,1970.0%FinanceCTVACorteva$25,6750.0%4080.0%Consumer StaplesIQVIQVIA$24,8580.0%1410.0%MedicalAPHAmphenol$24,4880.0%3720.0%Computer and TechnologyNTRSNorthern Trust$23,7570.0%2390.0%FinanceSCHWCharles Schwab$23,409$78 ▲0.3%2990.0%FinanceVMCVulcan Materials$21,154$232 ▲1.1%910.0%ConstructionDINOHF Sinclair$19,6620.0%5980.0%EnergySPGIS&P Global$18,4320.0%360.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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