Battery Global Advisors, LLC Top Holdings and 13F Report (2024) About Battery Global Advisors, LLCInvestment ActivityBattery Global Advisors, LLC has $199.80 million in total holdings as of June 30, 2024.Battery Global Advisors, LLC owns shares of 157 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 3.61% of the portfolio was purchased this quarter.About 3.21% of the portfolio was sold this quarter.This quarter, Battery Global Advisors, LLC has purchased 154 new stocks and bought additional shares in 30 stocks.Battery Global Advisors, LLC sold shares of 5 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $63,165,236Vanguard S&P 500 ETF $20,409,933Vanguard FTSE Developed Markets ETF $19,468,778Payoneer Global $17,023,742Intuit $10,245,227 Largest New Holdings this Quarter 26614N201 - DuPont De Nemours Inc $18,447 Holding89788C104 - Trulieve Cannabis $10,931 HoldingG9600F104 - Versigent LTD $1,554 Holding438516205 - Honeywell International Inc $448 Holding43849R105 - Honeywell Aerospace Inc Reg SHS $442 Holding Largest Purchases this Quarter Vanguard Growth ETF 61,202 shares (about $5.27M)Invesco S&P 500 Equal Weight ETF 2,512 shares (about $534.48K)Vanguard S&P 500 Growth ETF 5,790 shares (about $478.37K)Vanguard Information Technology ETF 2,597 shares (about $310.39K)Vanguard S&P 500 ETF 447 shares (about $307.00K) Largest Sales this Quarter Payoneer Global 500,000 shares (about $3.56M)Vanguard Total Stock Market ETF 4,971 shares (about $1.84M)Intuit 1,702 shares (about $444.22K)Vanguard FTSE Developed Markets ETF 4,721 shares (about $336.37K)Madison Square Garden 541 shares (about $217.40K) 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$63,165,236$1,839,473 â–¼-2.8%170,69831.6%ETFVOOVanguard S&P 500 ETF$20,409,933$307,004 â–²1.5%29,71710.2%ETFVEAVanguard FTSE Developed Markets ETF$19,468,778$336,371 â–¼-1.7%273,2469.7%ETFPAYOPayoneer Global$17,023,742$3,560,000 â–¼-17.3%2,390,9758.5%FinanceINTUIntuit$10,245,227$444,219 â–¼-4.2%39,2545.1%TechnologyVWOVanguard FTSE Emerging Markets ETF$10,076,570$84,163 â–²0.8%168,8155.0%ETFIAUiShares Gold Trust$7,742,917$131,236 â–²1.7%102,5423.9%ETFSPDWSPDR Portfolio Developed World ex-US ETF$7,687,3520.0%152,5573.8%ETFVUGVanguard Growth ETF$6,326,392$5,271,950 â–²500.0%73,4433.2%ETFRSPInvesco S&P 500 Equal Weight ETF$4,735,381$534,475 â–²12.7%22,2562.4%ETFTortoise North American Pipeline Fund$2,867,5090.0%68,3881.4%NORTH AMRCN PIPEAAPLApple$1,925,837$868 â–²0.0%6,6561.0%TechnologyVVVanguard Large-Cap ETF$1,678,1580.0%4,8800.8%ETFCRWDCrowdStrike$1,608,6990.0%2,1080.8%TechnologyGOOGLAlphabet$1,500,9540.0%4,2000.8%Communication ServicesGOOGAlphabet$1,476,6130.0%4,1790.7%Communication ServicesMSFTMicrosoft$1,471,036$1,119 â–²0.1%3,9440.7%TechnologyVBKVanguard Small-Cap Growth ETF$1,345,7760.0%3,6800.7%ETFKCCAKraneShares California Carbon Allowance Strategy ETF$1,340,940$30,796 â–²2.4%78,8560.7%ETFVTVVanguard Value ETF$1,332,2060.0%6,1130.7%ETFSPEMSPDR Portfolio Emerging Markets ETF$1,157,6110.0%22,3560.6%ETFVBRVanguard Small-Cap Value ETF$1,104,3900.0%4,5450.6%ETFSPYSPDR S&P 500 ETF Trust$911,8840.0%1,2180.5%ETFATMPiPath Select MLP ETN$676,202$31,312 â–²4.9%19,5870.3%ETFVTVanguard Total World Stock ETF$591,7020.0%3,7700.3%ETFVOOGVanguard S&P 500 Growth ETF$574,044$478,370 â–²500.0%6,9480.3%ETFJPMJPMorgan Chase & Co.$562,613$327 â–²0.1%1,7190.3%FinanceEQIXEquinix$502,1940.0%4820.3%Real EstateGLWCorning$489,1480.0%1,9150.2%TechnologyCICigna Group$462,0400.0%1,6760.2%HealthcareBank New York$450,0260.0%3,1120.2%COMDLRDigital Realty Trust$405,3400.0%2,2570.2%Real EstateIVViShares Core S&P 500 ETF$392,805$748 â–²0.2%5250.2%ETFEMXCiShares MSCI Emerging Markets ex China ETF$358,4590.0%3,5040.2%ETFVGTVanguard Information Technology ETF$354,735$310,393 â–²700.0%2,9680.2%ETFROKRockwell Automation$296,0580.0%5980.1%IndustrialsACWIiShares MSCI ACWI ETF$274,022$942 â–²0.3%1,7460.1%ETFSRADSportradar Group$266,4620.0%17,8000.1%Consumer DiscretionaryWPCW.P. Carey$264,7680.0%3,6550.1%Real EstateJNJJohnson & Johnson$243,0490.0%9570.1%HealthcareGSThe Goldman Sachs Group$231,6040.0%2290.1%FinanceVRSKVerisk Analytics$221,0010.0%1,2310.1%IndustrialsMSGSMadison Square Garden$217,395$217,395 â–¼-50.0%5410.1%Communication ServicesXOMExxonMobil$213,418$137 â–²0.1%1,5610.1%EnergyKWRQuaker Houghton$190,1670.0%1,1970.1%MaterialsSMHVanEck Semiconductor ETF$179,0580.0%2730.1%ETFFICOFair Isaac$176,8270.0%1480.1%TechnologyCSCOCisco Systems$168,6730.0%1,4360.1%TechnologyHDHome Depot$168,5810.0%4780.1%Consumer DiscretionaryINTCIntel$167,1370.0%1,1970.1%TechnologyBXBlackstone$165,649$235 â–²0.1%1,4080.1%FinanceAMZNAmazon.com$143,0040.0%6000.1%Consumer DiscretionaryADIAnalog Devices$142,1870.0%3580.1%TechnologyCOPConocoPhillips$130,389$416 â–²0.3%1,2540.1%EnergyEWEdwards Lifesciences$129,7200.0%1,4340.1%HealthcareMiami Intl HLDGS Inc$116,1250.0%3,1250.1%COMDLTRDollar Tree$115,7490.0%9570.1%Consumer StaplesUVSPUnivest Corporation of Pennsylvania$114,7560.0%2,6230.1%FinanceSPHYSPDR Portfolio High Yield Bond ETF$107,7300.0%4,5960.1%ETFMRKMerck & Co., Inc.$92,8730.0%7180.0%HealthcareAMGNAmgen$87,9950.0%2430.0%HealthcareCLColgate-Palmolive$87,7380.0%9570.0%Consumer StaplesAFLAflac$84,1860.0%7180.0%FinanceNOCNorthrop Grumman$82,813$508 â–²0.6%1630.0%IndustrialsBMYBristol Myers Squibb$82,7420.0%1,4360.0%HealthcareWFCWells Fargo & Company$82,6400.0%1,0000.0%FinanceTRVTravelers Companies$82,5300.0%2500.0%FinanceSTLDSteel Dynamics$82,3360.0%3580.0%MaterialsTXNTexas Instruments$80,804$298 â–²0.4%2710.0%TechnologyPFEPfizer$74,9370.0%3,1120.0%HealthcareTAT&T$74,3340.0%3,5910.0%Communication ServicesMETAMeta Platforms$70,9480.0%1260.0%Communication ServicesAPHAmphenol$66,367$177 â–²0.3%3760.0%TechnologyCCitigroup$66,169$140 â–²0.2%4730.0%FinanceXCEMColumbia EM Core ex-China ETF$65,3070.0%1,2350.0%ETFPSXPhillips 66$60,5200.0%3580.0%EnergyVVisa$60,3580.0%1760.0%FinanceAMEAMETEK$57,8240.0%2390.0%TechnologyAMPAmeriprise Financial$54,5920.0%1190.0%FinanceCRCrane$53,3140.0%2390.0%IndustrialsCXTCrane NXT$53,3140.0%2390.0%TechnologyPEPPepsiCo$51,479$406 â–²0.8%3800.0%Consumer StaplesETNEaton$50,6650.0%1190.0%IndustrialsCVSCVS Health$49,4490.0%4780.0%HealthcareHUMHumana$47,3750.0%1190.0%HealthcareCHDChurch & Dwight$46,3090.0%4780.0%Consumer StaplesAYIAcuity$44,8230.0%1190.0%IndustrialsBACBank of America$43,771$171 â–²0.4%7680.0%FinanceLUVSouthwest Airlines$43,1890.0%8370.0%IndustrialsDCIDonaldson$42,9100.0%4780.0%IndustrialsAGCOAGCO$42,8530.0%3580.0%IndustrialsNTRSNorthern Trust$41,7390.0%2390.0%FinanceDINOHF Sinclair$41,6510.0%5980.0%EnergyVZVerizon Communications$40,5190.0%9570.0%Communication ServicesWalmart$40,4340.0%3570.0%COMHLTHilton Worldwide$40,3160.0%1220.0%Consumer DiscretionaryCTASCintas$40,2140.0%2360.0%IndustrialsRFRegions Financial$36,4670.0%1,1970.0%FinanceCTVACorteva$34,5540.0%4080.0%MaterialsQnity Electronics Inc$33,3150.0%2040.0%COMMON STOCKShowing largest 100 holdings. 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