Battery Global Advisors, LLC
- SEC CIK
- 0001582272
- Latest filing
- Aug 12, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 133
- −2 vs. Q3 2024
- Portfolio value
- $187.1M
- +$3.05M (+1.7%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 157,634 | $45.7M | 24.4% | +8,173+5.5% | Added | – |
| PAYOPayoneer Global Inc. | COM | 3,090,975 | $31.0M | 16.6% | 00.0% | Unchanged | History |
| INTUIntuit Inc. | Stock | 45,350 | $28.5M | 15.2% | −3,200−6.6% | Reduced | History |
| Vanguard S&P 500 ETF922908363 | ETF | 28,486 | $15.3M | 8.2% | 00.0% | Unchanged | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 264,500 | $12.6M | 6.8% | +28,971+12.3% | Added | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 221,090 | $9.74M | 5.2% | +18,837+9.3% | Added | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 151,635 | $5.18M | 2.8% | +745+0.5% | Added | – |
| IAUiShares Gold Trust | ETF | 103,252 | $5.11M | 2.7% | +14,237+16.0% | Added | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 12,241 | $5.02M | 2.7% | 00.0% | Unchanged | – |
| Managed Portfolio Series56167N720 | TORTOISE NRAM PI | 68,388 | $2.36M | 1.3% | 00.0% | Unchanged | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 12,544 | $2.20M | 1.2% | +43+0.3% | Added | – |
| Kraneshares Tr500767553 | CALIFORNIA CARB | 97,421 | $1.91M | 1.0% | −5,000−4.9% | Reduced | – |
| AAPLApple Inc. | Stock | 6,638 | $1.66M | 0.9% | +30.0% | Added | History |
| MSFTMicrosoft Corp | Stock | 3,931 | $1.66M | 0.9% | +2+0.1% | Added | History |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 4,879 | $1.32M | 0.7% | 00.0% | Unchanged | – |
| ATMPBarclays Bank PLC | IPATH SELCT MLP | 43,797 | $1.24M | 0.7% | +5,600+14.7% | Added | History |
| iShares Tr464287556 | ISHARES BIOTECH | 9,233 | $1.22M | 0.7% | +1,470+18.9% | Added | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 6,113 | $1.03M | 0.6% | 00.0% | Unchanged | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 3,680 | $1.03M | 0.6% | 00.0% | Unchanged | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 4,545 | $900.7K | 0.5% | 00.0% | Unchanged | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 22,356 | $857.8K | 0.5% | 00.0% | Unchanged | – |
| NOWServiceNow, Inc. | Stock | 806 | $854.5K | 0.5% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 4,177 | $795.4K | 0.4% | +10.0% | Added | History |
| HUBSHubSpot Inc | COM | 1,041 | $725.3K | 0.4% | 00.0% | Unchanged | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 2,108 | $721.3K | 0.4% | 00.0% | Unchanged | History |
| CRMSalesforce, Inc. | Stock | 1,914 | $640.7K | 0.3% | 00.0% | Unchanged | History |
| MDBMongoDB, Inc. | CL A | 2,045 | $476.1K | 0.3% | −46−2.2% | Reduced | History |
| CICigna Group | Stock | 1,676 | $462.8K | 0.2% | 00.0% | Unchanged | History |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 1,158 | $423.9K | 0.2% | 00.0% | Unchanged | – |
| JPMJPMorgan Chase & Co | Stock | 1,715 | $411.2K | 0.2% | 00.0% | Unchanged | History |
| iShares Tr464288257 | MSCI ACWI ETF | 2,523 | $296.4K | 0.2% | +11+0.4% | Added | – |
| VRSKVerisk Analytics, Inc. | COM | 1,035 | $285.1K | 0.2% | 00.0% | Unchanged | History |
| MSGSMadison Square Garden Sports Corp. | CL A | 1,082 | $244.2K | 0.1% | +457+73.1% | Added | History |
| BXBlackstone Inc. | COM | 1,397 | $240.9K | 0.1% | +1+0.1% | Added | History |
| BNYBank of New York Mellon Corp | Stock | 3,112 | $239.1K | 0.1% | 00.0% | Unchanged | History |
| iShares Core S&P 500 ETF464287200 | ETF | 402 | $236.6K | 0.1% | 00.0% | Unchanged | – |
| WPCW. P. Carey Inc. | COM | 3,655 | $202.3K | 0.1% | 00.0% | Unchanged | History |
| HDHome Depot, Inc. | Stock | 478 | $185.9K | 0.1% | 00.0% | Unchanged | History |
| ROKRockwell Automation, Inc | Stock | 598 | $170.9K | 0.1% | 00.0% | Unchanged | History |
| KWRQuaker Chemical Corp | COM | 1,197 | $168.5K | 0.1% | 00.0% | Unchanged | History |
| XOMExxonMobil Holdings Corp | COM | 1,555 | $167.3K | 0.1% | +1+0.1% | Added | History |
| JNJJohnson & Johnson | Stock | 957 | $138.4K | 0.1% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 600 | $131.6K | 0.1% | 00.0% | Unchanged | History |
| GSGoldman Sachs Group Inc | Stock | 229 | $131.1K | 0.1% | 00.0% | Unchanged | History |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 5,254 | $123.3K | 0.1% | −3,846−42.3% | Reduced | – |
| COPConocoPhillips | Stock | 1,229 | $121.8K | 0.1% | +4+0.3% | Added | History |
| EWEdwards Lifesciences Corp | Stock | 1,434 | $106.2K | 0.1% | 00.0% | Unchanged | History |
| GLWCorning Inc | COM | 1,915 | $91.0K | <0.1% | 00.0% | Unchanged | History |
| CLColgate Palmolive Co | Stock | 957 | $87.0K | <0.1% | 00.0% | Unchanged | History |
| CSCOCisco Systems, Inc. | Stock | 1,436 | $85.0K | <0.1% | 00.0% | Unchanged | History |
| PFEPfizer Inc | Stock | 3,112 | $82.6K | <0.1% | 00.0% | Unchanged | History |
| TAT&T Inc. | Stock | 3,591 | $81.8K | <0.1% | 00.0% | Unchanged | History |
| BMYBristol Myers Squibb Co | Stock | 1,436 | $81.2K | <0.1% | 00.0% | Unchanged | History |
| UVSPUnivest Financial Corp | COM | 2,623 | $77.4K | <0.1% | 00.0% | Unchanged | History |
| ADIAnalog Devices Inc | Stock | 358 | $76.1K | <0.1% | 00.0% | Unchanged | History |
| NOCNorthrop Grumman Corp | Stock | 162 | $75.8K | <0.1% | +1+0.6% | Added | History |
| AFLAflac Inc | Stock | 718 | $74.3K | <0.1% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 125 | $73.4K | <0.1% | 00.0% | Unchanged | History |
| MRKMerck & Co., Inc. | Stock | 718 | $72.0K | <0.1% | 00.0% | Unchanged | History |
| DLTRDollar Tree, Inc. | COM | 957 | $71.7K | <0.1% | 00.0% | Unchanged | History |
| WFCWells Fargo & Company | Stock | 1,000 | $70.2K | <0.1% | 00.0% | Unchanged | History |
| AMPAmeriprise Financial Inc | COM | 119 | $63.4K | <0.1% | 00.0% | Unchanged | History |
| AMGNAmgen Inc | Stock | 239 | $62.3K | <0.1% | 00.0% | Unchanged | History |
| TRVTravelers Companies, Inc. | Stock | 250 | $60.2K | <0.1% | 00.0% | Unchanged | History |
| PEPPepsiCo Inc | Stock | 363 | $55.7K | <0.1% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 174 | $55.0K | <0.1% | 00.0% | Unchanged | History |
| CRCrane Co | COMMON STOCK | 478 | $50.2K | <0.1% | 00.0% | Unchanged | History |
| CHDChurch & Dwight Co Inc | COM | 478 | $50.1K | <0.1% | 00.0% | Unchanged | History |
| TXNTexas Instruments Inc | Stock | 265 | $49.7K | <0.1% | +1+0.4% | Added | History |
| AMEAmetek Inc | COM | 239 | $43.1K | <0.1% | 00.0% | Unchanged | History |
| CTASCintas Corp | Stock | 233 | $42.6K | <0.1% | 00.0% | Unchanged | History |
| STLDSteel Dynamics Inc | COM | 358 | $41.0K | <0.1% | 00.0% | Unchanged | History |
| PSXPhillips 66 | Stock | 358 | $40.8K | <0.1% | 00.0% | Unchanged | History |
| ETNEaton Corp plc | Stock | 117 | $38.7K | <0.1% | +1+0.9% | Added | History |
| VZVerizon Communications Inc | Stock | 957 | $38.3K | <0.1% | 00.0% | Unchanged | History |
| AYIAcuity Inc. (DE) | Stock | 119 | $34.8K | <0.1% | 00.0% | Unchanged | History |
| AGCOAGCO Corp | COM | 358 | $33.5K | <0.1% | 00.0% | Unchanged | History |
| CCitigroup Inc | Stock | 465 | $32.7K | <0.1% | +2+0.4% | Added | History |
| BACBank of America Corp | Stock | 744 | $32.7K | <0.1% | +5+0.7% | Added | History |
| WMTWalmart Inc. | Stock | 357 | $32.3K | <0.1% | 00.0% | Unchanged | History |
| DCIDonaldson Co Inc | Stock | 478 | $32.2K | <0.1% | 00.0% | Unchanged | History |
| DDDuPont de Nemours, Inc. | COM | 408 | $31.1K | <0.1% | 00.0% | Unchanged | History |
| HUMHumana Inc | Stock | 119 | $30.3K | <0.1% | 00.0% | Unchanged | History |
| HLTHilton Worldwide Holdings Inc. | COM | 122 | $30.2K | <0.1% | 00.0% | Unchanged | History |
| UNHUnitedHealth Group Inc | Stock | 58 | $29.2K | <0.1% | +1+1.8% | Added | History |
| RFRegions Financial Corp | COM | 1,197 | $28.5K | <0.1% | 00.0% | Unchanged | History |
| LUVSouthwest Airlines Co | COM | 837 | $28.3K | <0.1% | 00.0% | Unchanged | History |
| BAXBaxter International Inc | Stock | 957 | $28.1K | <0.1% | 00.0% | Unchanged | History |
| IQVIQVIA Holdings Inc. | Stock | 141 | $27.7K | <0.1% | 00.0% | Unchanged | History |
| APHAmphenol Corp | CL A | 372 | $25.9K | <0.1% | +1+0.3% | Added | History |
| NTRSNorthern Trust Corp | COM | 239 | $24.7K | <0.1% | 00.0% | Unchanged | History |
| INTCIntel Corp | Stock | 1,197 | $24.0K | <0.1% | 00.0% | Unchanged | History |
| VMCVulcan Materials CO | COM | 90 | $23.3K | <0.1% | 00.0% | Unchanged | History |
| CTVACorteva, Inc. | Stock | 408 | $23.2K | <0.1% | 00.0% | Unchanged | History |
| SCHWSchwab Charles Corp | Stock | 298 | $22.1K | <0.1% | +1+0.3% | Added | History |
| CVSCVS Health Corp | Stock | 478 | $21.5K | <0.1% | 00.0% | Unchanged | History |
| DINOHF Sinclair Corp | COM | 598 | $21.0K | <0.1% | 00.0% | Unchanged | History |
| NVDANVIDIA Corp | Stock | 150 | $20.1K | <0.1% | 00.0% | Unchanged | History |
| DHRDanaher Corp | Stock | 83 | $19.1K | <0.1% | 00.0% | Unchanged | History |
| TMOThermo Fisher Scientific Inc. | Stock | 35 | $18.2K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q3 2024 (2)
Positions held at the end of Q3 2024 that are gone from this filing.