Battery Global Advisors
Latest statistics and disclosures from Battery Global Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, INTU, PAYO, VOO, VEA, and represent 69.26% of Battery Global Advisors's stock portfolio.
- Added to shares of these 10 stocks: VTI, VEA, GOOGL, IAU, KCCA, VWO, MDB, SRAD, SPHY, CMCSA.
- Started 10 new stock positions in EQT, HON, RIVN, NRG, EIS, CMCSA, PARAA, CXT, GOOGL, FE.
- Reduced shares in these 7 stocks: PAYO, IBB, ACWI, CR, , FBTC, FETH.
- Sold out of its positions in FBTC, FETH, IBB, VTWO.
- Battery Global Advisors was a net buyer of stock by $3.7M.
- Battery Global Advisors has $179M in assets under management (AUM), dropping by -4.18%.
- 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 139 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 25.8 | $46M | +6% | 169k | 274.84 |
|
| Intuit (INTU) | 15.5 | $28M | 45k | 613.99 |
|
|
| Payoneer Global (PAYO) | 11.8 | $21M | -6% | 2.9M | 7.31 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 8.2 | $15M | 29k | 513.91 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 7.9 | $14M | +5% | 279k | 50.83 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 5.8 | $11M | +4% | 231k | 45.26 |
|
| Ishares Gold Tr Ishares New (IAU) | 3.7 | $6.7M | +10% | 114k | 58.96 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 3.1 | $5.5M | 152k | 36.41 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 2.5 | $4.5M | 12k | 370.81 |
|
|
| Managed Portfolio Series Tortoise Nram Pi (TPYP) | 1.4 | $2.5M | 68k | 36.37 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.2 | $2.2M | 13k | 173.23 |
|
|
| Kraneshares Trust California Carb (KCCA) | 1.2 | $2.1M | +31% | 129k | 16.64 |
|
| Microsoft Corporation (MSFT) | 0.8 | $1.5M | 3.9k | 375.39 |
|
|
| Apple (AAPL) | 0.8 | $1.5M | 6.6k | 222.13 |
|
|
| Barclays Bank Ipath Selct Mlp (ATMP) | 0.8 | $1.4M | 44k | 30.66 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.7 | $1.3M | 4.9k | 257.06 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.6 | $1.1M | 6.1k | 172.74 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.5 | $927k | 3.7k | 251.77 |
|
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.5 | $880k | 22k | 39.37 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.5 | $847k | 4.5k | 186.29 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.4 | $743k | 2.1k | 352.58 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $653k | 4.2k | 156.24 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $650k | NEW | 4.2k | 154.64 |
|
| Servicenow (NOW) | 0.4 | $642k | 806.00 | 796.14 |
|
|
| Mongodb Cl A (MDB) | 0.4 | $630k | +75% | 3.6k | 175.40 |
|
| Hubspot (HUBS) | 0.3 | $595k | 1.0k | 571.29 |
|
|
| Cigna Corp (CI) | 0.3 | $551k | 1.7k | 329.00 |
|
|
| salesforce (CRM) | 0.3 | $514k | 1.9k | 268.36 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $421k | 1.7k | 245.27 |
|
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.2 | $387k | 1.2k | 334.48 |
|
|
| Verisk Analytics (VRSK) | 0.2 | $308k | 1.0k | 297.62 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.1 | $261k | 3.1k | 83.87 |
|
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $246k | -16% | 2.1k | 116.38 |
|
| Wp Carey (WPC) | 0.1 | $234k | 3.7k | 64.00 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $226k | 402.00 | 562.11 |
|
|
| Madison Square Grdn Sprt Cor Cl A (MSGS) | 0.1 | $211k | 1.1k | 194.72 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $196k | 1.4k | 139.78 |
|
|
| Exxon Mobil Corporation (XOM) | 0.1 | $185k | 1.6k | 118.93 |
|
|
| Home Depot (HD) | 0.1 | $175k | 478.00 | 366.49 |
|
|
| Spdr Ser Tr Portfli High Yld (SPHY) | 0.1 | $170k | +38% | 7.3k | 23.42 |
|
| Johnson & Johnson (JNJ) | 0.1 | $159k | 957.00 | 165.84 |
|
|
| Rockwell Automation (ROK) | 0.1 | $155k | 598.00 | 258.38 |
|
|
| Quaker Chemical Corporation (KWR) | 0.1 | $148k | 1.2k | 123.61 |
|
|
| ConocoPhillips (COP) | 0.1 | $129k | 1.2k | 104.98 |
|
|
| Goldman Sachs (GS) | 0.1 | $125k | 229.00 | 546.29 |
|
|
| Amazon (AMZN) | 0.1 | $114k | 600.00 | 190.26 |
|
|
| Edwards Lifesciences (EW) | 0.1 | $104k | 1.4k | 72.48 |
|
|
| At&t (T) | 0.1 | $102k | 3.6k | 28.28 |
|
|
| Colgate-Palmolive Company (CL) | 0.1 | $90k | 957.00 | 93.70 |
|
|
| Cisco Systems (CSCO) | 0.0 | $89k | 1.4k | 61.71 |
|
|
| Corning Incorporated (GLW) | 0.0 | $88k | 1.9k | 45.78 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $88k | 1.4k | 60.99 |
|
|
| Northrop Grumman Corporation (NOC) | 0.0 | $83k | 162.00 | 511.15 |
|
|
| AFLAC Incorporated (AFL) | 0.0 | $80k | 718.00 | 111.19 |
|
|
| Pfizer (PFE) | 0.0 | $79k | 3.1k | 25.34 |
|
|
| Amgen (AMGN) | 0.0 | $76k | 243.00 | 311.55 |
|
|
| Univest Corp. of PA (UVSP) | 0.0 | $74k | 2.6k | 28.36 |
|
|
| Meta Platforms Cl A (META) | 0.0 | $72k | 125.00 | 578.40 |
|
|
| Analog Devices (ADI) | 0.0 | $72k | 358.00 | 201.67 |
|
|
| Dollar Tree (DLTR) | 0.0 | $72k | 957.00 | 75.07 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $72k | 1.0k | 71.79 |
|
|
| Travelers Companies (TRV) | 0.0 | $66k | 250.00 | 264.46 |
|
|
| Merck & Co (MRK) | 0.0 | $65k | 718.00 | 90.57 |
|
|
| Visa Com Cl A (V) | 0.0 | $61k | 174.00 | 351.01 |
|
|
| Sportradar Group Class A Ord Shs (SRAD) | 0.0 | $60k | +2800% | 2.8k | 21.62 |
|
| Ameriprise Financial (AMP) | 0.0 | $58k | 119.00 | 484.11 |
|
|
| Pepsi (PEP) | 0.0 | $55k | 367.00 | 150.06 |
|
|
| Church & Dwight (CHD) | 0.0 | $53k | 478.00 | 110.09 |
|
|
| Cintas Corporation (CTAS) | 0.0 | $48k | 234.00 | 205.37 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $48k | 266.00 | 179.66 |
|
|
| Steel Dynamics (STLD) | 0.0 | $45k | 358.00 | 125.58 |
|
|
| Phillips 66 (PSX) | 0.0 | $44k | 358.00 | 123.48 |
|
|
| Verizon Communications (VZ) | 0.0 | $43k | 957.00 | 45.36 |
|
|
| Ametek (AME) | 0.0 | $41k | 239.00 | 172.14 |
|
|
| Crane Company Common Stock (CR) | 0.0 | $37k | -50% | 239.00 | 153.18 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $35k | NEW | 957.00 | 36.90 |
|
| AGCO Corporation (AGCO) | 0.0 | $33k | 358.00 | 92.57 |
|
|
| Citigroup Com New (C) | 0.0 | $33k | 466.00 | 71.02 |
|
|
| Baxter International (BAX) | 0.0 | $33k | 957.00 | 34.40 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $32k | 478.00 | 67.75 |
|
|
| Donaldson Company (DCI) | 0.0 | $32k | 478.00 | 67.06 |
|
|
| Eaton Corp SHS (ETN) | 0.0 | $32k | 117.00 | 272.08 |
|
|
| Humana (HUM) | 0.0 | $32k | 119.00 | 265.49 |
|
|
| Wal-Mart Stores (WMT) | 0.0 | $31k | 357.00 | 88.03 |
|
|
| Acuity Brands (AYI) | 0.0 | $31k | 119.00 | 263.35 |
|
|
| Bank of America Corporation (BAC) | 0.0 | $31k | 748.00 | 41.74 |
|
|
| Dupont De Nemours (DD) | 0.0 | $31k | 408.00 | 74.68 |
|
|
| UnitedHealth (UNH) | 0.0 | $30k | 58.00 | 523.17 |
|
|
| Southwest Airlines (LUV) | 0.0 | $28k | 837.00 | 33.76 |
|
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $28k | 122.00 | 227.55 |
|
|
| Intel Corporation (INTC) | 0.0 | $27k | 1.2k | 22.71 |
|
|
| Regions Financial Corporation (RF) | 0.0 | $26k | 1.2k | 21.98 |
|
|
| Corteva (CTVA) | 0.0 | $26k | 408.00 | 62.93 |
|
|
| Iqvia Holdings (IQV) | 0.0 | $25k | 141.00 | 176.30 |
|
|
| Amphenol Corp Cl A (APH) | 0.0 | $25k | 372.00 | 65.83 |
|
|
| Northern Trust Corporation (NTRS) | 0.0 | $24k | 239.00 | 99.40 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $23k | 299.00 | 78.29 |
|
|
| Vulcan Materials Company (VMC) | 0.0 | $21k | 91.00 | 232.46 |
|
|
| Hf Sinclair Corp (DINO) | 0.0 | $20k | 598.00 | 32.88 |
|
|
| S&p Global (SPGI) | 0.0 | $18k | 36.00 | 512.00 |
|
|
| Thermo Fisher Scientific (TMO) | 0.0 | $18k | 35.00 | 499.06 |
|
|
| Danaher Corporation (DHR) | 0.0 | $17k | 83.00 | 205.99 |
|
|
| NVIDIA Corporation (NVDA) | 0.0 | $16k | 150.00 | 108.41 |
|
|
| Union Pacific Corporation (UNP) | 0.0 | $16k | 69.00 | 234.67 |
|
|
| Zoetis Cl A (ZTS) | 0.0 | $16k | 97.00 | 164.23 |
|
|
| American Tower Reit (AMT) | 0.0 | $16k | 73.00 | 216.71 |
|
|
| Dow (DOW) | 0.0 | $14k | 408.00 | 34.92 |
|
|
| Ameren Corporation (AEE) | 0.0 | $12k | 124.00 | 100.29 |
|
|
| Crane Holdings (CXT) | 0.0 | $12k | NEW | 239.00 | 51.40 |
|
| Msci (MSCI) | 0.0 | $12k | 21.00 | 572.19 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $12k | 30.00 | 383.53 |
|
|
| Air Products & Chemicals (APD) | 0.0 | $11k | +2% | 39.00 | 292.49 |
|
| Fifth Third Ban (FITB) | 0.0 | $9.5k | 239.00 | 39.57 |
|
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $9.3k | 868.00 | 10.73 |
|
|
| American Water Works (AWK) | 0.0 | $7.8k | 53.00 | 148.00 |
|
|
| NET Lease Office Properties (NLOP) | 0.0 | $7.7k | 245.00 | 31.38 |
|
|
| Ishares Tr China Lg-cap Etf (FXI) | 0.0 | $7.6k | 211.00 | 35.80 |
|
|
| Aptiv SHS (APTV) | 0.0 | $6.6k | 111.00 | 59.50 |
|
|
| Aon Shs Cl A (AON) | 0.0 | $6.0k | 15.00 | 401.27 |
|
|
| MercadoLibre (MELI) | 0.0 | $5.9k | 3.00 | 1951.00 |
|
|
| Raytheon Technologies Corp (RTX) | 0.0 | $5.8k | 44.00 | 132.45 |
|
|
| Sea Sponsord Ads (SE) | 0.0 | $4.7k | 36.00 | 130.50 |
|
|
| Nike CL B (NKE) | 0.0 | $4.6k | 72.00 | 63.90 |
|
|
| Ishares Msci Israel Etf (EIS) | 0.0 | $4.2k | NEW | 56.00 | 74.36 |
|
| Tilray (TLRY) | 0.0 | $4.0k | 6.1k | 0.66 |
|
|
| Charter Communications Inc N Cl A (CHTR) | 0.0 | $3.7k | 10.00 | 368.50 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $3.5k | 81.00 | 43.68 |
|
|
| Viatris (VTRS) | 0.0 | $3.4k | 386.00 | 8.71 |
|
|
| Prologis (PLD) | 0.0 | $3.1k | 28.00 | 111.57 |
|
|
| Carrier Global Corporation (CARR) | 0.0 | $2.8k | 44.00 | 63.41 |
|
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $2.6k | 27.00 | 97.85 |
|
|
| Otis Worldwide Corp (OTIS) | 0.0 | $2.3k | 22.00 | 103.18 |
|
|
| EQT Corporation (EQT) | 0.0 | $1.7k | NEW | 32.00 | 53.44 |
|
| Nrg Energy Com New (NRG) | 0.0 | $1.2k | NEW | 13.00 | 95.46 |
|
| Organon & Co Common Stock (OGN) | 0.0 | $1.1k | 71.00 | 14.89 |
|
|
| FirstEnergy (FE) | 0.0 | $1.0k | NEW | 25.00 | 40.44 |
|
| Honeywell International (HON) | 0.0 | $847.000000 | NEW | 4.00 | 211.75 |
|
| Paramount Global Class A Com (PARAA) | 0.0 | $286.999200 | NEW | 24.00 | 11.96 |
|
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $161.999500 | NEW | 13.00 | 12.46 |
|
Past Filings by Battery Global Advisors
SEC 13F filings are viewable for Battery Global Advisors going back to 2023
- 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