Battery Global Advisors as of Dec. 31, 2024
Portfolio Holdings for Battery Global Advisors
Battery Global Advisors holds 133 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Total US Stock Market ETF Total Stk Mkt (VTI) | 24.4 | $46M | 158k | 289.81 | |
| Payoneer Global (PAYO) | 16.6 | $31M | 3.1M | 10.04 | |
| Intuit (INTU) | 15.2 | $29M | 45k | 628.50 | |
| Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO) | 8.2 | $15M | 29k | 538.81 | |
| Vanguard FTSE Developed Markets ETF Van Ftse Dev Mkt (VEA) | 6.8 | $13M | 265k | 47.82 | |
| Vanguard FTSE Emerging Markets ETF Ftse Emr Mkt Etf (VWO) | 5.2 | $9.7M | 221k | 44.04 | |
| SPDR Portfolio Portfolio Devlpd (SPDW) | 2.8 | $5.2M | 152k | 34.13 | |
| iShares Gold Trust Ishares New (IAU) | 2.7 | $5.1M | 103k | 49.51 | |
| Vanguard Growth Index Fund ETF Growth Etf (VUG) | 2.7 | $5.0M | 12k | 410.42 | |
| Tortoise North American Pipeline Fund Tortoise Nram Pi | 1.3 | $2.4M | 68k | 34.44 | |
| Invesco Exchange S&p500 Eql Wgt (RSP) | 1.2 | $2.2M | 13k | 175.24 | |
| KraneShares California Carbon Allowance ETF California Carb (KCCA) | 1.0 | $1.9M | 97k | 19.62 | |
| Apple (AAPL) | 0.9 | $1.7M | 6.6k | 250.42 | |
| Microsoft Corporation (MSFT) | 0.9 | $1.7M | 3.9k | 421.47 | |
| Vanguard Large-Cap Large Cap Etf (VV) | 0.7 | $1.3M | 4.9k | 269.73 | |
| Barclays Select MLP ETN Ipath Selct Mlp (ATMP) | 0.7 | $1.2M | 44k | 28.28 | |
| iShares Nasdaq Biotechnology ETF Ishares Biotech (IBB) | 0.7 | $1.2M | 9.2k | 132.21 | |
| Vanguard Value Index Fund ETF Value Etf (VTV) | 0.6 | $1.0M | 6.1k | 169.30 | |
| Vanguard Small-Cap Growth ETF Sml Cp Grw Etf (VBK) | 0.6 | $1.0M | 3.7k | 280.06 | |
| Vanguard Small-Cap Value ETF Sm Cp Val Etf (VBR) | 0.5 | $901k | 4.5k | 198.18 | |
| SPDR Portfolio Portfolio Emg Mk (SPEM) | 0.5 | $858k | 22k | 38.37 | |
| Servicenow (NOW) | 0.5 | $855k | 806.00 | 1060.12 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $795k | 4.2k | 190.42 | |
| Hubspot (HUBS) | 0.4 | $725k | 1.0k | 696.77 | |
| Crowdstrike Cl A (CRWD) | 0.4 | $721k | 2.1k | 342.16 | |
| salesforce (CRM) | 0.3 | $641k | 1.9k | 334.73 | |
| MongoDB Cl A (MDB) | 0.3 | $476k | 2.0k | 232.81 | |
| Cigna Corp (CI) | 0.2 | $463k | 1.7k | 276.14 | |
| Vanguard S&P 500 Growth ETF 500 Grth Idx F (VOOG) | 0.2 | $424k | 1.2k | 366.06 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $411k | 1.7k | 239.75 | |
| iShares MSCI ACWI ETF Msci Acwi Etf (ACWI) | 0.2 | $296k | 2.5k | 117.48 | |
| Verisk Analytics (VRSK) | 0.2 | $285k | 1.0k | 275.43 | |
| MSG Networks Cl A (MSGS) | 0.1 | $244k | 1.1k | 225.68 | |
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $241k | 1.4k | 172.45 | |
| Bank of New York Mellon Corporation (BK) | 0.1 | $239k | 3.1k | 76.83 | |
| iShares Core S&P 500 ETF Core S&p500 Etf (IVV) | 0.1 | $237k | 402.00 | 588.50 | |
| Wp Carey (WPC) | 0.1 | $202k | 3.7k | 55.36 | |
| Home Depot (HD) | 0.1 | $186k | 478.00 | 388.99 | |
| Rockwell Automation (ROK) | 0.1 | $171k | 598.00 | 285.79 | |
| Quaker Chemical Corporation (KWR) | 0.1 | $169k | 1.2k | 140.76 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $167k | 1.6k | 107.57 | |
| Johnson & Johnson (JNJ) | 0.1 | $138k | 957.00 | 144.62 | |
| Amazon (AMZN) | 0.1 | $132k | 600.00 | 219.39 | |
| Goldman Sachs (GS) | 0.1 | $131k | 229.00 | 572.62 | |
| SPDR Ser TR Portfli Portfli High Yld (SPHY) | 0.1 | $123k | 5.3k | 23.47 | |
| ConocoPhillips (COP) | 0.1 | $122k | 1.2k | 99.13 | |
| Edwards Lifesciences (EW) | 0.1 | $106k | 1.4k | 74.03 | |
| Corning Incorporated (GLW) | 0.0 | $91k | 1.9k | 47.52 | |
| Colgate-Palmolive Company (CL) | 0.0 | $87k | 957.00 | 90.91 | |
| Cisco Systems (CSCO) | 0.0 | $85k | 1.4k | 59.20 | |
| Pfizer (PFE) | 0.0 | $83k | 3.1k | 26.53 | |
| At&t (T) | 0.0 | $82k | 3.6k | 22.77 | |
| Bristol Myers Squibb (BMY) | 0.0 | $81k | 1.4k | 56.56 | |
| Univest Corp. of PA (UVSP) | 0.0 | $77k | 2.6k | 29.51 | |
| Analog Devices (ADI) | 0.0 | $76k | 358.00 | 212.46 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $76k | 162.00 | 467.98 | |
| AFLAC Incorporated (AFL) | 0.0 | $74k | 718.00 | 103.44 | |
| Facebook Cl A (META) | 0.0 | $73k | 125.00 | 587.09 | |
| Merck & Co (MRK) | 0.0 | $72k | 718.00 | 100.29 | |
| Dollar Tree (DLTR) | 0.0 | $72k | 957.00 | 74.94 | |
| Wells Fargo & Company (WFC) | 0.0 | $70k | 1.0k | 70.24 | |
| Ameriprise Financial (AMP) | 0.0 | $63k | 119.00 | 532.43 | |
| Amgen (AMGN) | 0.0 | $62k | 239.00 | 260.64 | |
| Travelers Companies (TRV) | 0.0 | $60k | 250.00 | 240.89 | |
| Pepsi (PEP) | 0.0 | $56k | 363.00 | 153.36 | |
| Visa Com Cl A (V) | 0.0 | $55k | 174.00 | 316.01 | |
| Crane Common Stock (CR) | 0.0 | $50k | 478.00 | 104.99 | |
| Church & Dwight (CHD) | 0.0 | $50k | 478.00 | 104.71 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $50k | 265.00 | 187.39 | |
| Ametek (AME) | 0.0 | $43k | 239.00 | 180.26 | |
| Cintas Corporation (CTAS) | 0.0 | $43k | 233.00 | 182.97 | |
| Steel Dynamics (STLD) | 0.0 | $41k | 358.00 | 114.53 | |
| Phillips 66 (PSX) | 0.0 | $41k | 358.00 | 113.93 | |
| Eaton Corp SHS (ETN) | 0.0 | $39k | 117.00 | 330.90 | |
| Verizon Communications (VZ) | 0.0 | $38k | 957.00 | 39.99 | |
| Acuity Brands (AYI) | 0.0 | $35k | 119.00 | 292.13 | |
| AGCO Corporation (AGCO) | 0.0 | $34k | 358.00 | 93.48 | |
| Citigroup Com New (C) | 0.0 | $33k | 465.00 | 70.34 | |
| Bank of America Corporation (BAC) | 0.0 | $33k | 744.00 | 43.93 | |
| Wal-Mart Stores (WMT) | 0.0 | $32k | 357.00 | 90.56 | |
| Donaldson Company (DCI) | 0.0 | $32k | 478.00 | 67.35 | |
| Dupont De Nemours (DD) | 0.0 | $31k | 408.00 | 76.25 | |
| Humana (HUM) | 0.0 | $30k | 119.00 | 254.60 | |
| Hilton Worldwide Holdings (HLT) | 0.0 | $30k | 122.00 | 247.16 | |
| UnitedHealth (UNH) | 0.0 | $29k | 58.00 | 503.17 | |
| Regions Financial Corporation (RF) | 0.0 | $29k | 1.2k | 23.77 | |
| Southwest Airlines (LUV) | 0.0 | $28k | 837.00 | 33.80 | |
| Baxter International (BAX) | 0.0 | $28k | 957.00 | 29.33 | |
| Iqvia Holdings (IQV) | 0.0 | $28k | 141.00 | 196.51 | |
| Amphenol Corp CL-A Cl A (APH) | 0.0 | $26k | 372.00 | 69.53 | |
| Northern Trust Corporation (NTRS) | 0.0 | $25k | 239.00 | 103.25 | |
| Intel Corporation (INTC) | 0.0 | $24k | 1.2k | 20.05 | |
| Vulcan Materials Company (VMC) | 0.0 | $23k | 90.00 | 258.61 | |
| Corteva (CTVA) | 0.0 | $23k | 408.00 | 56.96 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $22k | 298.00 | 74.02 | |
| CVS Caremark Corporation (CVS) | 0.0 | $22k | 478.00 | 44.89 | |
| Hf Sinclair Corp (DINO) | 0.0 | $21k | 598.00 | 35.05 | |
| NVIDIA Corporation (NVDA) | 0.0 | $20k | 150.00 | 134.32 | |
| Danaher Corporation (DHR) | 0.0 | $19k | 83.00 | 230.29 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $18k | 35.00 | 521.34 | |
| S&p Global (SPGI) | 0.0 | $18k | 36.00 | 500.86 | |
| Dow (DOW) | 0.0 | $16k | 408.00 | 40.13 | |
| Zoetis Cl A (ZTS) | 0.0 | $16k | 96.00 | 163.72 | |
| Union Pacific Corporation (UNP) | 0.0 | $16k | 68.00 | 228.54 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $13k | 30.00 | 444.67 | |
| American Tower Reit (AMT) | 0.0 | $13k | 72.00 | 185.22 | |
| Msci (MSCI) | 0.0 | $13k | 21.00 | 605.24 | |
| Air Products & Chemicals (APD) | 0.0 | $11k | 38.00 | 293.53 | |
| Ameren Corporation (AEE) | 0.0 | $11k | 123.00 | 89.13 | |
| Fifth Third Ban (FITB) | 0.0 | $10k | 239.00 | 42.65 | |
| Vanguard Scottsdale Vng Rus2000idx (VTWO) | 0.0 | $9.2k | 104.00 | 88.94 | |
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $9.2k | 868.00 | 10.57 | |
| Tilray (TLRY) | 0.0 | $8.2k | 6.1k | 1.33 | |
| NET Lease Office Properties (NLOP) | 0.0 | $7.6k | 245.00 | 31.21 | |
| Aptiv Com Shs (APTV) | 0.0 | $6.7k | 111.00 | 60.48 | |
| American Water Works (AWK) | 0.0 | $6.6k | 53.00 | 124.21 | |
| iShares China Largecap China Lg-cap Etf (FXI) | 0.0 | $6.4k | 211.00 | 30.41 | |
| Nike CL B (NKE) | 0.0 | $5.4k | 72.00 | 75.69 | |
| Aon PLC CMN Shs Cl A (AON) | 0.0 | $5.4k | 15.00 | 360.53 | |
| MercadoLibre (MELI) | 0.0 | $5.1k | 3.00 | 1700.33 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $5.1k | 44.00 | 115.73 | |
| Viatris (VTRS) | 0.0 | $4.8k | 386.00 | 12.45 | |
| Sea Limited Ads Each Sponsord Ads (SE) | 0.0 | $3.8k | 36.00 | 106.11 | |
| Charter Cl A (CHTR) | 0.0 | $3.4k | 10.00 | 342.80 | |
| iShares MSCI Emerging Markets ETF Msci Emg Mkt Etf (EEM) | 0.0 | $3.4k | 81.00 | 41.80 | |
| Carrier Global Corporation (CARR) | 0.0 | $3.0k | 44.00 | 68.48 | |
| Prologis (PLD) | 0.0 | $2.9k | 28.00 | 104.54 | |
| Veralto Corp Com Shs (VLTO) | 0.0 | $2.8k | 27.00 | 102.15 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $2.0k | 22.00 | 92.59 | |
| Fidelity Wise Origin SHS (FBTC) | 0.0 | $1.9k | 24.00 | 80.75 | |
| Sportradar Group Class A Ord Shs (SRAD) | 0.0 | $1.6k | 95.00 | 17.34 | |
| Fidelity Ethereum SHS (FETH) | 0.0 | $1.1k | 32.00 | 33.31 | |
| Organon & Co Common Stock (OGN) | 0.0 | $1.1k | 71.00 | 14.92 |
