Battery Global Advisors, LLC Top Holdings and 13F Report (2024) About Battery Global Advisors, LLCInvestment ActivityBattery Global Advisors, LLC has $184.01 million in total holdings as of June 30, 2024.Battery Global Advisors, LLC owns shares of 135 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 16.54% of the portfolio was purchased this quarter.About 7.16% of the portfolio was sold this quarter.This quarter, Battery Global Advisors, LLC has purchased 35 new stocks and bought additional shares in 11 stocks.Battery Global Advisors, LLC sold shares of 4 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Total Stock Market ETF $42,451,590Intuit $30,149,390Payoneer Global $23,275,042Vanguard S&P 500 ETF $15,077,885Vanguard FTSE Developed Markets ETF $12,438,275 Largest New Holdings this Quarter Invesco S&P 500 Equal Weight ETF $2,239,638 HoldingApple $1,545,933 HoldingAlphabet $698,208 HoldingThe Cigna Group $580,633 HoldingJPMorgan Chase & Co. $361,545 Holding Largest Purchases this Quarter Payoneer Global 1,082,623 shares (about $8.15M)iShares Gold Trust 88,693 shares (about $4.41M)Datadog 25,000 shares (about $2.88M)Invesco S&P 500 Equal Weight ETF 12,501 shares (about $2.24M)Vanguard Total Stock Market ETF 6,007 shares (about $1.71M) Largest Sales this Quarter iShares MSCI ACWI ETF 69,779 shares (about $8.34M)iShares Core S&P 500 ETF 7,361 shares (about $4.24M)Barclays ETN+ Select MLP ETNs 9,627 shares (about $250.01K)iShares MSCI Emerging Markets ETF 2,043 shares (about $94.18K) 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$42,451,590$1,706,176 ▲4.2%149,46123.1%ETFINTUIntuit$30,149,3900.0%48,55016.4%Computer and TechnologyPAYOPayoneer Global$23,275,042$8,152,151 ▲53.9%3,090,97512.6%Business ServicesVOOVanguard S&P 500 ETF$15,077,8850.0%28,4868.2%ETFVEAVanguard FTSE Developed Markets ETF$12,438,275$438,111 ▲3.7%235,5296.8%ETFVWOVanguard FTSE Emerging Markets ETF$9,677,786$199,965 ▲2.1%202,2535.3%ETFDDOGDatadog$8,054,200$2,876,500 ▲55.6%70,0004.4%Computer and TechnologySPDWSPDR Portfolio Developed World ex-US ETF$5,667,4190.0%150,8903.1%ETFVUGVanguard Growth ETF$4,699,5040.0%12,2412.6%ETFIAUiShares Gold Trust$4,424,050$4,408,047 ▲27,544.4%89,0152.4%FinanceRSPInvesco S&P 500 Equal Weight ETF$2,239,638$2,239,638 ▲New Holding12,5011.2%ETFKCCAKraneShares California Carbon Allowance Strategy ETF$2,208,197$286,748 ▲14.9%102,4211.2%ETFTPYPTortoise North American Pipeline Fund$2,146,0150.0%68,3881.2%ETFMSFTMicrosoft$1,690,536$870,439 ▲106.1%3,9290.9%Computer and TechnologyAAPLApple$1,545,933$1,545,933 ▲New Holding6,6350.8%Computer and TechnologyVVVanguard Large-Cap ETF$1,288,5930.0%4,8790.7%ETFIBBiShares Biotechnology ETF$1,130,244$1,125,585 ▲24,159.4%7,7630.6%FinanceVTVVanguard Value ETF$1,067,1460.0%6,1130.6%ETFATMPBarclays ETN+ Select MLP ETNs$991,970$250,012 ▼-20.1%38,1970.5%FinanceVBKVanguard Small-Cap Growth ETF$983,9220.0%3,6800.5%ETFSPEMSPDR Portfolio Emerging Markets ETF$922,8690.0%22,3560.5%ETFVBRVanguard Small-Cap Value ETF$912,5450.0%4,5450.5%ETFNOWServiceNow$720,878$16,099 ▲2.3%8060.4%Computer and TechnologyGOOGAlphabet$698,208$698,208 ▲New Holding4,1760.4%Computer and TechnologyCRWDCrowdStrike$591,2310.0%2,1080.3%Computer and TechnologyCIThe Cigna Group$580,633$580,633 ▲New Holding1,6760.3%MedicalMDBMongoDB$565,3020.0%2,0910.3%Computer and TechnologyHUBSHubSpot$553,3960.0%1,0410.3%Computer and TechnologyCRMSalesforce$524,6470.0%1,9140.3%Computer and TechnologyVOOGVanguard S&P 500 Growth ETF$400,4490.0%1,1580.2%ETFJPMJPMorgan Chase & Co.$361,545$361,545 ▲New Holding1,7150.2%FinanceACWIiShares MSCI ACWI ETF$300,266$8,340,868 ▼-96.5%2,5120.2%ManufacturingVRSKVerisk Analytics$277,3390.0%1,0350.2%Business ServicesIVViShares Core S&P 500 ETF$231,622$4,241,218 ▼-94.8%4020.1%ETFWPCW. P. Carey$230,905$230,905 ▲New Holding3,6550.1%FinanceBKBank of New York Mellon$223,628$223,628 ▲New Holding3,1120.1%FinanceSPHYSPDR Portfolio High Yield Bond ETF$218,8550.0%9,1000.1%ETFBXBlackstone$213,804$213,804 ▲New Holding1,3960.1%FinanceKWRQuaker Chemical$201,683$201,683 ▲New Holding1,1970.1%Basic MaterialsHDHome Depot$193,686$193,686 ▲New Holding4780.1%Retail/WholesaleXOMExxon Mobil$182,152$182,152 ▲New Holding1,5540.1%Oils/EnergyROKRockwell Automation$160,539$160,539 ▲New Holding5980.1%Computer and TechnologyJNJJohnson & Johnson$155,091$155,091 ▲New Holding9570.1%MedicalMSGSMadison Square Garden Sports$130,163$130,163 ▲New Holding6250.1%Consumer DiscretionaryCOPConocoPhillips$128,953$128,953 ▲New Holding1,2250.1%Oils/EnergyGSThe Goldman Sachs Group$113,380$113,380 ▲New Holding2290.1%FinanceAMZNAmazon.com$111,798$111,798 ▲New Holding6000.1%Retail/WholesaleCLColgate-Palmolive$99,346$99,346 ▲New Holding9570.1%Consumer StaplesEWEdwards Lifesciences$94,630$94,630 ▲New Holding1,4340.1%MedicalPFEPfizer$90,061$90,061 ▲New Holding3,1120.0%MedicalGLWCorning$86,462$86,462 ▲New Holding1,9150.0%Computer and TechnologyNOCNorthrop Grumman$85,213$85,213 ▲New Holding1610.0%AerospaceADIAnalog Devices$82,401$82,401 ▲New Holding3580.0%Computer and TechnologyMRKMerck & Co., Inc.$82,089$82,089 ▲New Holding7180.0%MedicalAFLAflac$80,272$80,272 ▲New Holding7180.0%FinanceTAT&T$79,002$79,002 ▲New Holding3,5910.0%Computer and TechnologyAMGNAmgen$77,008$77,008 ▲New Holding2390.0%MedicalCSCOCisco Systems$76,424$76,424 ▲New Holding1,4360.0%Computer and TechnologyBMYBristol-Myers Squibb$74,299$74,299 ▲New Holding1,4360.0%MedicalUVSPUnivest Financial$73,811$73,811 ▲New Holding2,6230.0%FinanceMETAMeta Platforms$71,688$71,688 ▲New Holding1250.0%Computer and TechnologyDLTRDollar Tree$67,296$67,296 ▲New Holding9570.0%Retail/WholesalePEPPepsiCo$61,708$61,708 ▲New Holding3630.0%Consumer StaplesTRVTravelers Companies$58,530$58,530 ▲New Holding2500.0%FinanceWFCWells Fargo & Company$56,490$56,490 ▲New Holding1,0000.0%FinanceAMPAmeriprise Financial$55,907$55,907 ▲New Holding1190.0%FinanceTXNTexas Instruments$54,519$54,519 ▲New Holding2640.0%Computer and TechnologyCRCrane$51,237$51,237 ▲New Holding4780.0%IndustrialsCHDChurch & Dwight$50,056$50,056 ▲New Holding4780.0%Consumer StaplesCTASCintas$47,951$47,951 ▲New Holding2330.0%Business ServicesVVisa$47,748$47,748 ▲New Holding1740.0%Business ServicesPSXPhillips 66$47,059$47,059 ▲New Holding3580.0%Oils/EnergySTLDSteel Dynamics$45,301$45,301 ▲New Holding3580.0%Basic MaterialsVZVerizon Communications$42,979$42,979 ▲New Holding9570.0%Computer and TechnologyAMEAMETEK$41,039$41,039 ▲New Holding2390.0%Computer and TechnologyETNEaton$38,568$38,568 ▲New Holding1160.0%Industrial ProductsHUMHumana$37,797$37,797 ▲New Holding1190.0%MedicalBAXBaxter International$36,615$36,615 ▲New Holding9570.0%MedicalDDDuPont de Nemours$36,357$36,357 ▲New Holding4080.0%Basic MaterialsDCIDonaldson$35,229$35,229 ▲New Holding4780.0%Industrial ProductsAGCOAGCO$35,034$35,034 ▲New Holding3580.0%Industrial ProductsUNHUnitedHealth Group$33,592$33,592 ▲New Holding570.0%MedicalIQVIQVIA$33,413$33,413 ▲New Holding1410.0%MedicalAYIAcuity Brands$32,771$32,771 ▲New Holding1190.0%ConstructionCVSCVS Health$30,057$30,057 ▲New Holding4780.0%Retail/WholesaleBACBank of America$29,337$29,337 ▲New Holding7390.0%FinanceCCitigroup$28,981$28,981 ▲New Holding4630.0%FinanceWMTWalmart$28,828$28,828 ▲New Holding3570.0%Retail/WholesaleRFRegions Financial$28,225$28,225 ▲New Holding1,1970.0%FinanceHLTHilton Worldwide$28,121$28,121 ▲New Holding1220.0%Consumer DiscretionaryINTCIntel$28,082$28,082 ▲New Holding1,1970.0%Computer and TechnologyDINOHF Sinclair$26,653$26,653 ▲New Holding5980.0%Oils/EnergyLUVSouthwest Airlines$24,800$24,800 ▲New Holding8370.0%TransportationAPHAmphenol$24,209$24,209 ▲New Holding3710.0%Computer and TechnologyCTVACorteva$23,986$23,986 ▲New Holding4080.0%Consumer StaplesDHRDanaher$23,121$23,121 ▲New Holding830.0%Multi-Sector ConglomeratesVMCVulcan Materials$22,623$22,623 ▲New Holding900.0%ConstructionDOWDOW$22,289$22,289 ▲New Holding4080.0%Basic MaterialsNTRSNorthern Trust$21,696$21,696 ▲New Holding2390.0%FinanceTMOThermo Fisher Scientific$21,679$21,679 ▲New Holding350.0%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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