Battery Global Advisors, LLC Top Holdings and 13F Report (2024) About Battery Global Advisors, LLCInvestment ActivityBattery Global Advisors, LLC has $187.06 million in total holdings as of June 30, 2024.Battery Global Advisors, LLC owns shares of 133 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 3.10% of the portfolio was purchased this quarter.About 5.49% of the portfolio was sold this quarter.This quarter, Battery Global Advisors, LLC has purchased 135 new stocks and bought additional shares in 30 stocks.Battery Global Advisors, LLC sold shares of 4 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $45,683,849Payoneer Global $31,033,389Intuit $28,502,313Vanguard S&P 500 ETF $15,348,542Vanguard FTSE Developed Markets ETF $12,648,380 Largest New Holdings this Quarter Aptiv PLC New $6,713 Holding Largest Purchases this Quarter Vanguard Total Stock Market ETF 8,173 shares (about $2.37M)Vanguard FTSE Developed Markets ETF 28,971 shares (about $1.39M)Vanguard FTSE Emerging Markets ETF 18,837 shares (about $829.58K)iShares Gold Trust 14,237 shares (about $704.87K)iShares Biotechnology ETF 1,470 shares (about $194.34K) Largest Sales this Quarter Intuit 3,200 shares (about $2.01M)KraneShares California Carbon Allowance Strategy ETF 5,000 shares (about $98.10K)SPDR Portfolio High Yield Bond ETF 3,846 shares (about $90.27K)MongoDB 46 shares (about $10.71K) 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$45,683,849$2,368,614 ▲5.5%157,63424.4%ETFPAYOPayoneer Global$31,033,3890.0%3,090,97516.6%Business ServicesINTUIntuit$28,502,313$2,011,189 ▼-6.6%45,35015.2%Computer and TechnologyVOOVanguard S&P 500 ETF$15,348,5420.0%28,4868.2%ETFVEAVanguard FTSE Developed Markets ETF$12,648,380$1,385,392 ▲12.3%264,5006.8%ETFVWOVanguard FTSE Emerging Markets ETF$9,736,824$829,583 ▲9.3%221,0905.2%ETFSPDWSPDR Portfolio Developed World ex-US ETF$5,175,295$25,427 ▲0.5%151,6352.8%ETFIAUiShares Gold Trust$5,112,011$704,874 ▲16.0%103,2522.7%FinanceVUGVanguard Growth ETF$5,024,0010.0%12,2412.7%ETFTPYPTortoise North American Pipeline Fund$2,355,0910.0%68,3881.3%ETFRSPInvesco S&P 500 Equal Weight ETF$2,198,150$7,535 ▲0.3%12,5441.2%ETFKCCAKraneShares California Carbon Allowance Strategy ETF$1,911,401$98,100 ▼-4.9%97,4211.0%ETFAAPLApple$1,662,295$751 ▲0.0%6,6380.9%Computer and TechnologyMSFTMicrosoft$1,656,794$843 ▲0.1%3,9310.9%Computer and TechnologyVVVanguard Large-Cap ETF$1,315,9900.0%4,8790.7%ETFATMPBarclays ETN+ Select MLP ETNs$1,238,580$158,368 ▲14.7%43,7970.7%FinanceIBBiShares Biotechnology ETF$1,220,650$194,342 ▲18.9%9,2330.7%FinanceVTVVanguard Value ETF$1,034,9310.0%6,1130.6%ETFVBKVanguard Small-Cap Growth ETF$1,030,6210.0%3,6800.6%ETFVBRVanguard Small-Cap Value ETF$900,7280.0%4,5450.5%ETFSPEMSPDR Portfolio Emerging Markets ETF$857,8120.0%22,3560.5%ETFNOWServiceNow$854,4570.0%8060.5%Computer and TechnologyGOOGAlphabet$795,397$190 ▲0.0%4,1770.4%Computer and TechnologyHUBSHubSpot$725,3380.0%1,0410.4%Computer and TechnologyCRWDCrowdStrike$721,2730.0%2,1080.4%Computer and TechnologyCRMSalesforce$640,6730.0%1,9140.3%Computer and TechnologyMDBMongoDB$476,096$10,709 ▼-2.2%2,0450.3%Computer and TechnologyCIThe Cigna Group$462,8110.0%1,6760.2%MedicalVOOGVanguard S&P 500 Growth ETF$423,8970.0%1,1580.2%ETFJPMJPMorgan Chase & Co.$411,1670.0%1,7150.2%FinanceACWIiShares MSCI ACWI ETF$296,408$1,292 ▲0.4%2,5230.2%ManufacturingVRSKVerisk Analytics$285,0700.0%1,0350.2%Business ServicesMSGSMadison Square Garden Sports$244,186$103,136 ▲73.1%1,0820.1%Consumer DiscretionaryBXBlackstone$240,911$172 ▲0.1%1,3970.1%FinanceBKBank of New York Mellon$239,0950.0%3,1120.1%FinanceIVViShares Core S&P 500 ETF$236,5750.0%4020.1%ETFWPCW. P. Carey$202,3410.0%3,6550.1%FinanceHDHome Depot$185,9370.0%4780.1%Retail/WholesaleROKRockwell Automation$170,9020.0%5980.1%Computer and TechnologyKWRQuaker Chemical$168,4900.0%1,1970.1%Basic MaterialsXOMExxon Mobil$167,267$108 ▲0.1%1,5550.1%Oils/EnergyJNJJohnson & Johnson$138,4010.0%9570.1%MedicalAMZNAmazon.com$131,6340.0%6000.1%Retail/WholesaleGSThe Goldman Sachs Group$131,1300.0%2290.1%FinanceSPHYSPDR Portfolio High Yield Bond ETF$123,311$90,265 ▼-42.3%5,2540.1%ETFCOPConocoPhillips$121,832$397 ▲0.3%1,2290.1%Oils/EnergyEWEdwards Lifesciences$106,1590.0%1,4340.1%MedicalGLWCorning$91,0010.0%1,9150.0%Computer and TechnologyCLColgate-Palmolive$87,0010.0%9570.0%Consumer StaplesCSCOCisco Systems$85,0110.0%1,4360.0%Computer and TechnologyPFEPfizer$82,5610.0%3,1120.0%MedicalTAT&T$81,7670.0%3,5910.0%Computer and TechnologyBMYBristol-Myers Squibb$81,2200.0%1,4360.0%MedicalUVSPUnivest Financial$77,4050.0%2,6230.0%FinanceADIAnalog Devices$76,0610.0%3580.0%Computer and TechnologyNOCNorthrop Grumman$75,813$468 ▲0.6%1620.0%AerospaceAFLAflac$74,2700.0%7180.0%FinanceMETAMeta Platforms$73,3860.0%1250.0%Computer and TechnologyMRKMerck & Co., Inc.$72,0080.0%7180.0%MedicalDLTRDollar Tree$71,7180.0%9570.0%Retail/WholesaleWFCWells Fargo & Company$70,2400.0%1,0000.0%FinanceAMPAmeriprise Financial$63,3590.0%1190.0%FinanceAMGNAmgen$62,2930.0%2390.0%MedicalTRVTravelers Companies$60,2230.0%2500.0%FinancePEPPepsiCo$55,6710.0%3630.0%Consumer StaplesVVisa$54,9860.0%1740.0%Business ServicesCRCrane$50,1830.0%4780.0%IndustrialsCHDChurch & Dwight$50,0510.0%4780.0%Consumer StaplesTXNTexas Instruments$49,659$187 ▲0.4%2650.0%Computer and TechnologyAMEAMETEK$43,0820.0%2390.0%Computer and TechnologyCTASCintas$42,6310.0%2330.0%Business ServicesSTLDSteel Dynamics$41,0020.0%3580.0%Basic MaterialsPSXPhillips 66$40,7870.0%3580.0%Oils/EnergyETNEaton$38,715$331 ▲0.9%1170.0%Industrial ProductsVZVerizon Communications$38,2700.0%9570.0%Computer and TechnologyAYIAcuity Brands$34,7630.0%1190.0%ConstructionAGCOAGCO$33,4660.0%3580.0%Industrial ProductsCCitigroup$32,709$141 ▲0.4%4650.0%FinanceBACBank of America$32,684$220 ▲0.7%7440.0%FinanceWMTWalmart$32,3290.0%3570.0%Retail/WholesaleDCIDonaldson$32,1930.0%4780.0%Industrial ProductsDDDuPont de Nemours$31,1100.0%4080.0%Basic MaterialsHUMHumana$30,2970.0%1190.0%MedicalHLTHilton Worldwide$30,1540.0%1220.0%Consumer DiscretionaryUNHUnitedHealth Group$29,184$503 ▲1.8%580.0%MedicalRFRegions Financial$28,4530.0%1,1970.0%FinanceLUVSouthwest Airlines$28,2910.0%8370.0%TransportationBAXBaxter International$28,0690.0%9570.0%MedicalIQVIQVIA$27,7080.0%1410.0%MedicalAPHAmphenol$25,865$70 ▲0.3%3720.0%Computer and TechnologyNTRSNorthern Trust$24,6770.0%2390.0%FinanceINTCIntel$24,0000.0%1,1970.0%Computer and TechnologyVMCVulcan Materials$23,2750.0%900.0%ConstructionCTVACorteva$23,2400.0%4080.0%Consumer StaplesSCHWCharles Schwab$22,057$74 ▲0.3%2980.0%FinanceCVSCVS Health$21,4570.0%4780.0%MedicalDINOHF Sinclair$20,9600.0%5980.0%Oils/EnergyNVDANVIDIA$20,1480.0%1500.0%Computer and TechnologyDHRDanaher$19,1140.0%830.0%MedicalTMOThermo Fisher Scientific$18,2470.0%350.0%MedicalShowing 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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