Battery Global Advisors
Latest statistics and disclosures from Battery Global Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, INTU, VEA, VOO, PAYO, and represent 69.64% of Battery Global Advisors's stock portfolio.
- Added to shares of these 10 stocks: VEA, VTI, VWO, VT, VOO, VGT, EMXC, IAU, DLR, EQIX.
- Started 10 new stock positions in EQIX, TROW, VT, EMXC, VGT, XCEM, IEFA, DLR, SMH, PSKY.
- Reduced shares in these 7 stocks: INTU, MDB, HUBS, , ATMP, KCCA, PARA.
- Sold out of its positions in HUBS, MDB, CRM, PARA.
- Battery Global Advisors was a net buyer of stock by $5.1M.
- Battery Global Advisors has $213M in assets under management (AUM), dropping by 4.86%.
- Central Index Key (CIK): 0001582272
Tip: Access up to 7 years of quarterly data
Positions held by Battery Global Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Battery Global Advisors
Battery Global Advisors holds 148 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 29.5 | $63M | +3% | 191k | 329.08 |
|
| Intuit (INTU) | 13.1 | $28M | -2% | 41k | 682.91 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 10.3 | $22M | +16% | 367k | 59.92 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 8.5 | $18M | +2% | 29k | 614.12 |
|
| Payoneer Global (PAYO) | 8.2 | $18M | 2.9M | 6.05 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 5.8 | $12M | +5% | 227k | 54.18 |
|
| Ishares Gold Tr Ishares New (IAU) | 3.8 | $8.1M | +2% | 111k | 72.77 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 3.1 | $6.5M | 153k | 42.79 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 2.8 | $5.9M | 12k | 480.10 |
|
|
| Tortoise Capital Series Trus North Amern Pipe (TPYP) | 1.2 | $2.5M | 68k | 36.45 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.1 | $2.4M | 13k | 189.70 |
|
|
| Kraneshares Trust California Carb (KCCA) | 1.1 | $2.4M | -5% | 140k | 17.07 |
|
| Microsoft Corporation (MSFT) | 1.0 | $2.0M | 3.9k | 517.91 |
|
|
| Apple (AAPL) | 0.8 | $1.7M | 6.6k | 254.62 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.7 | $1.5M | 4.9k | 308.65 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.5 | $1.1M | 6.1k | 187.43 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.5 | $1.1M | 3.7k | 298.05 |
|
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.5 | $1.0M | 22k | 46.81 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.5 | $1.0M | 2.1k | 490.38 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $1.0M | 4.2k | 243.10 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $1.0M | 4.2k | 243.56 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.4 | $953k | 4.5k | 209.64 |
|
|
| Barclays Bank Ipath Selct Mlp (ATMP) | 0.4 | $786k | -31% | 27k | 28.79 |
|
| Servicenow (NOW) | 0.3 | $742k | 806.00 | 920.28 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $542k | 1.7k | 315.44 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.2 | $520k | NEW | 3.8k | 137.80 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.2 | $504k | 1.2k | 435.46 |
|
|
| Cigna Corp (CI) | 0.2 | $483k | 1.7k | 288.25 |
|
|
| Sportradar Group Class A Ord Shs (SRAD) | 0.2 | $479k | 18k | 26.90 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $351k | +62% | 524.00 | 668.92 |
|
| Bank of New York Mellon Corporation (BK) | 0.2 | $339k | 3.1k | 108.96 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $277k | NEW | 371.00 | 746.63 |
|
| Verisk Analytics (VRSK) | 0.1 | $260k | 1.0k | 251.51 |
|
|
| Wp Carey (WPC) | 0.1 | $250k | 3.7k | 68.48 |
|
|
| Madison Square Grdn Sprt Cor Cl A (MSGS) | 0.1 | $246k | 1.1k | 227.00 |
|
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $240k | 1.7k | 138.25 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $240k | 1.4k | 170.80 |
|
|
| Ishares Msci Emrg Chn (EMXC) | 0.1 | $237k | NEW | 3.5k | 67.51 |
|
| Fair Isaac Corporation (FICO) | 0.1 | $222k | 148.00 | 1496.53 |
|
|
| Rockwell Automation (ROK) | 0.1 | $209k | 598.00 | 349.53 |
|
|
| Home Depot (HD) | 0.1 | $194k | 478.00 | 405.19 |
|
|
| Digital Realty Trust (DLR) | 0.1 | $193k | NEW | 1.1k | 172.95 |
|
| Equinix (EQIX) | 0.1 | $190k | NEW | 243.00 | 781.66 |
|
| Goldman Sachs (GS) | 0.1 | $182k | 229.00 | 796.35 |
|
|
| Johnson & Johnson (JNJ) | 0.1 | $177k | 957.00 | 185.42 |
|
|
| Exxon Mobil Corporation (XOM) | 0.1 | $176k | 1.6k | 112.77 |
|
|
| Quaker Chemical Corporation (KWR) | 0.1 | $158k | 1.2k | 131.75 |
|
|
| Corning Incorporated (GLW) | 0.1 | $157k | 1.9k | 82.03 |
|
|
| Spdr Ser Tr Portfli High Yld (SPHY) | 0.1 | $150k | +15% | 6.3k | 23.94 |
|
| Amazon (AMZN) | 0.1 | $132k | 600.00 | 219.57 |
|
|
| ConocoPhillips (COP) | 0.1 | $117k | 1.2k | 94.62 |
|
|
| Edwards Lifesciences (EW) | 0.1 | $112k | 1.4k | 77.77 |
|
|
| At&t (T) | 0.0 | $101k | 3.6k | 28.24 |
|
|
| Northrop Grumman Corporation (NOC) | 0.0 | $99k | 162.00 | 609.67 |
|
|
| Cisco Systems (CSCO) | 0.0 | $98k | 1.4k | 68.42 |
|
|
| Meta Platforms Cl A (META) | 0.0 | $92k | 126.00 | 732.19 |
|
|
| Dollar Tree (DLTR) | 0.0 | $90k | 957.00 | 94.37 |
|
|
| Vaneck Etf Trust Semiconductor Etf (SMH) | 0.0 | $89k | NEW | 273.00 | 326.36 |
|
| Analog Devices (ADI) | 0.0 | $88k | 358.00 | 245.70 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $84k | 1.0k | 83.82 |
|
|
| AFLAC Incorporated (AFL) | 0.0 | $80k | 718.00 | 111.70 |
|
|
| Pfizer (PFE) | 0.0 | $79k | 3.1k | 25.48 |
|
|
| Univest Corp. of PA (UVSP) | 0.0 | $79k | 2.6k | 30.02 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $77k | 957.00 | 79.94 |
|
|
| Travelers Companies (TRV) | 0.0 | $70k | 250.00 | 279.22 |
|
|
| Amgen (AMGN) | 0.0 | $69k | 243.00 | 282.20 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $65k | 1.4k | 45.10 |
|
|
| Merck & Co (MRK) | 0.0 | $61k | 718.00 | 84.74 |
|
|
| Visa Com Cl A (V) | 0.0 | $60k | 175.00 | 341.08 |
|
|
| Ameriprise Financial (AMP) | 0.0 | $59k | 119.00 | 491.25 |
|
|
| Pepsi (PEP) | 0.0 | $52k | 373.00 | 140.27 |
|
|
| Steel Dynamics (STLD) | 0.0 | $50k | 358.00 | 139.93 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $49k | 268.00 | 183.79 |
|
|
| Phillips 66 (PSX) | 0.0 | $49k | 358.00 | 136.02 |
|
|
| Cintas Corporation (CTAS) | 0.0 | $48k | 235.00 | 205.04 |
|
|
| Citigroup Com New (C) | 0.0 | $48k | 469.00 | 101.55 |
|
|
| Amphenol Corp Cl A (APH) | 0.0 | $46k | 374.00 | 123.93 |
|
|
| Ametek (AME) | 0.0 | $45k | 239.00 | 188.00 |
|
|
| Columbia Etf Tr Ii Em Core Ex Etf (XCEM) | 0.0 | $45k | NEW | 1.2k | 36.33 |
|
| Eaton Corp SHS (ETN) | 0.0 | $44k | 118.00 | 373.71 |
|
|
| Crane Company Common Stock (CR) | 0.0 | $44k | 239.00 | 184.14 |
|
|
| Verizon Communications (VZ) | 0.0 | $42k | 957.00 | 43.95 |
|
|
| Church & Dwight (CHD) | 0.0 | $42k | 478.00 | 87.63 |
|
|
| Acuity Brands (AYI) | 0.0 | $41k | 119.00 | 344.39 |
|
|
| Intel Corporation (INTC) | 0.0 | $40k | 1.2k | 33.55 |
|
|
| Donaldson Company (DCI) | 0.0 | $39k | 478.00 | 81.85 |
|
|
| Bank of America Corporation (BAC) | 0.0 | $39k | 756.00 | 51.61 |
|
|
| AGCO Corporation (AGCO) | 0.0 | $38k | 358.00 | 107.07 |
|
|
| Wal-Mart Stores (WMT) | 0.0 | $37k | 357.00 | 103.06 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $36k | 478.00 | 75.39 |
|
|
| Northern Trust Corporation (NTRS) | 0.0 | $32k | 239.00 | 135.40 |
|
|
| Regions Financial Corporation (RF) | 0.0 | $32k | 1.2k | 26.63 |
|
|
| Dupont De Nemours (DD) | 0.0 | $32k | 408.00 | 77.90 |
|
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $32k | 122.00 | 259.44 |
|
|
| Hf Sinclair Corp (DINO) | 0.0 | $31k | 598.00 | 52.34 |
|
|
| Humana (HUM) | 0.0 | $31k | 119.00 | 261.06 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $30k | 957.00 | 31.42 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $29k | 301.00 | 95.41 |
|
|
| NVIDIA Corporation (NVDA) | 0.0 | $28k | 150.00 | 186.67 |
|
|
| Vulcan Materials Company (VMC) | 0.0 | $28k | 91.00 | 307.59 |
|
|
| Corteva (CTVA) | 0.0 | $28k | 408.00 | 67.63 |
|
|
| Iqvia Holdings (IQV) | 0.0 | $27k | 141.00 | 189.94 |
|
|
| Southwest Airlines (LUV) | 0.0 | $27k | 837.00 | 31.91 |
|
|
| iShares Core MSCI EAFE ETF Core Msci Eafe (IEFA) | 0.0 | $23k | NEW | 264.00 | 87.31 |
|
| Baxter International (BAX) | 0.0 | $22k | 957.00 | 22.94 |
|
|
| UnitedHealth (UNH) | 0.0 | $20k | 59.00 | 343.80 |
|
|
| S&p Global (SPGI) | 0.0 | $18k | 36.00 | 492.22 |
|
|
| Thermo Fisher Scientific (TMO) | 0.0 | $17k | 35.00 | 487.43 |
|
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $17k | 868.00 | 19.53 |
|
|
| Danaher Corporation (DHR) | 0.0 | $17k | 84.00 | 197.49 |
|
|
| Union Pacific Corporation (UNP) | 0.0 | $16k | 69.00 | 237.55 |
|
|
| Crane Holdings (CXT) | 0.0 | $16k | 239.00 | 67.07 |
|
|
| American Tower Reit (AMT) | 0.0 | $14k | 74.00 | 193.62 |
|
|
| Zoetis Cl A (ZTS) | 0.0 | $14k | 97.00 | 146.86 |
|
|
| Ameren Corporation (AEE) | 0.0 | $13k | 126.00 | 104.09 |
|
|
| Msci (MSCI) | 0.0 | $12k | 21.00 | 577.76 |
|
|
| Fifth Third Ban (FITB) | 0.0 | $11k | 239.00 | 44.95 |
|
|
| Air Products & Chemicals (APD) | 0.0 | $11k | 39.00 | 273.92 |
|
|
| Tilray (TLRY) | 0.0 | $11k | 6.1k | 1.73 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $11k | 30.00 | 352.77 |
|
|
| Aptiv SHS (APTV) | 0.0 | $9.6k | 111.00 | 86.22 |
|
|
| Dow (DOW) | 0.0 | $9.4k | 408.00 | 22.93 |
|
|
| Ishares Tr China Lg-cap Etf (FXI) | 0.0 | $8.8k | 214.00 | 41.09 |
|
|
| American Water Works (AWK) | 0.0 | $7.5k | 54.00 | 138.67 |
|
|
| Raytheon Technologies Corp (RTX) | 0.0 | $7.4k | 44.00 | 167.34 |
|
|
| NET Lease Office Properties (NLOP) | 0.0 | $7.3k | 245.00 | 29.66 |
|
|
| MercadoLibre (MELI) | 0.0 | $7.0k | 3.00 | 2337.00 |
|
|
| Sea Sponsord Ads (SE) | 0.0 | $6.4k | 36.00 | 178.72 |
|
|
| Ishares Msci Israel Etf (EIS) | 0.0 | $5.6k | 56.00 | 100.30 |
|
|
| Aon Shs Cl A (AON) | 0.0 | $5.4k | 15.00 | 360.00 |
|
|
| Nike CL B (NKE) | 0.0 | $5.1k | 73.00 | 70.01 |
|
|
| Viatris (VTRS) | 0.0 | $3.8k | 386.00 | 9.90 |
|
|
| Prologis (PLD) | 0.0 | $3.3k | 28.00 | 116.39 |
|
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $2.9k | 27.00 | 107.26 |
|
|
| Charter Communications Inc N Cl A (CHTR) | 0.0 | $2.8k | 10.00 | 275.10 |
|
|
| Carrier Global Corporation (CARR) | 0.0 | $2.6k | 44.00 | 59.70 |
|
|
| Nrg Energy Com New (NRG) | 0.0 | $2.1k | 13.00 | 161.92 |
|
|
| Otis Worldwide Corp (OTIS) | 0.0 | $2.0k | 22.00 | 91.41 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $1.8k | 33.00 | 53.88 |
|
|
| EQT Corporation (EQT) | 0.0 | $1.7k | 32.00 | 54.44 |
|
|
| Caterpillar (CAT) | 0.0 | $1.4k | 3.00 | 477.00 |
|
|
| FirstEnergy (FE) | 0.0 | $1.1k | 25.00 | 45.84 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $1.0k | 2.00 | 517.50 |
|
|
| T. Rowe Price (TROW) | 0.0 | $857.000000 | NEW | 8.00 | 107.12 |
|
| Honeywell International (HON) | 0.0 | $842.000000 | 4.00 | 210.50 |
|
|
| Organon & Co Common Stock (OGN) | 0.0 | $758.003100 | 71.00 | 10.68 |
|
|
| Paramount Skydance Corp Com Cl B (PSKY) | 0.0 | $454.000800 | NEW | 24.00 | 18.92 |
|
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $190.999900 | 13.00 | 14.69 |
|
Past Filings by Battery Global Advisors
SEC 13F filings are viewable for Battery Global Advisors going back to 2023
- Battery Global Advisors 2025 Q3 filed Nov. 12, 2025
- Battery Global Advisors 2025 Q2 filed Aug. 11, 2025
- Battery Global Advisors 2025 Q1 filed May 9, 2025
- Battery Global Advisors 2024 Q4 filed Feb. 14, 2025
- Battery Global Advisors 2024 Q3 filed Nov. 14, 2024
- Battery Global Advisors 2024 Q2 filed Aug. 14, 2024
- Battery Global Advisors 2024 Q1 filed May 15, 2024
- Battery Global Advisors 2023 Q4 filed Feb. 14, 2024