Battery Global Advisors, LLC

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Battery Global Advisors, LLC reported 135 stock positions worth $184.0 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 23.1% of the portfolio, followed by Intuit (INTU, 16.4%) and Payoneer Global (PAYO, 12.6%). Compared with Q2 2024, it opened 101 new positions, sold out of 1, added to 11 and reduced 4. The biggest buy was Payoneer Global (PAYO, shares +54%) and the biggest sale iShares MSCI Acwi ETF (ACWI, shares −97%).

Most Recent 13F
Q2 2026
Location
BOSTON, MA
CIK
0001582272
Portfolio Value
$184.0M (Q3 2024)
SEC Filing
0001582272-24-000008 ↗ filed Nov 14, 2024

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $123.3M Q1 2024 Q2 2024: $151.1M Q2 2024 Q3 2024: $184.0M $184.0M Q3 2024 Q4 2024: $187.1M Q4 2024 Q1 2025: $179.2M Q1 2025 Q2 2025: $202.8M Q2 2025 Q3 2025: $212.7M Q3 2025 Q4 2025: $215.8M Q4 2025 Q1 2026: $186.2M Q1 2026 Q2 2026: $199.8M Q2 2026

Holdings 135 stocks · $184.0M
VTI VG Morningstar TS MKT ETF-US 23.07% 149,461 $42.5M Add +4.2%
INTU Intuit Inc. 16.39% 48,550 $30.1M No change
PAYO Payoneer Global Inc. 12.65% 3,090,975 $23.3M Add +53.9%
VOO Vanguard S&P 500 ETF 8.19% 28,486 $15.1M No change
VEA Vanguard Ftse Developed ETF 6.76% 235,529 $12.4M Add +3.6%
VWO Vanguard Ftse Emerging Marke 5.26% 202,253 $9.7M Add +2.1%
DDOG Datadog Inc. Class A 4.38% 70,000 $8.1M Add +55.6%
SPDW Ste STR SPDR PT DW Eu ETF 3.08% 150,890 $5.7M No change
VUG Vanguard Mrngstar GR ETF-Sui 2.55% 12,241 $4.7M No change
IAU iShares Gold Trust 2.40% 89,015 $4.4M Add +27544.4%
RSP Invesco S&P 500 Equal Weight 1.22% 12,501 $2.2M New
KCCA Kraneshares California Carbo 1.20% 102,421 $2.2M Add +14.9%
TPYP Managed Portfolio Series 1.17% 68,388 $2.1M No change
MSFT Microsoft Corp. 0.92% 3,929 $1.7M Add +106.1%
AAPL Apple Inc. 0.84% 6,635 $1.5M New
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.70% 4,879 $1.3M No change
IBB iShares Biotechnology ETF 0.61% 7,763 $1.1M Add +24159.4%
VTV Vanguard Mrngstr Val ETF-Aui 0.58% 6,113 $1.1M No change
ATMP Ipath Select MLP ETN filed as BARCLAYS BANK PLC 0.54% 38,197 $992K Reduce -20.1%
VBK Van Morst SML-Cap Gro-Usd Inc. 0.53% 3,680 $984K No change
SPEM State Street SP PTF Em ETF 0.50% 22,356 $923K No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.50% 4,545 $913K No change
NOW ServiceNow Inc. 0.39% 806 $721K Add +2.3%
GOOG Alphabet Inc. Class C 0.38% 4,176 $698K New
CRWD CrowdStrike Holdings Inc. Class A 0.32% 2,108 $591K No change
CI The Cigna Group 0.32% 1,676 $581K New
MDB Mongodb Inc. 0.31% 2,091 $565K No change
HUBS HubSpot Inc. 0.30% 1,041 $553K No change
CRM Salesforce Inc. 0.29% 1,914 $525K No change
VOOG Vanguard S&P 500 Growth ETF 0.22% 1,158 $400K No change
JPM JPMorgan Chase & Co. 0.20% 1,715 $362K New
ACWI iShares MSCI Acwi ETF 0.16% 2,512 $300K Reduce -96.5%
VRSK Verisk Analytics Inc. 0.15% 1,035 $277K No change
IVV iShares Core S&P 500 ETF 0.13% 402 $232K Reduce -94.8%
WPC WP Carey Inc. 0.13% 3,655 $231K New
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.12% 3,112 $224K New
SPHY SS SPDR P High Yield ETF 0.12% 9,100 $219K No change
BX Blackstone Inc. 0.12% 1,396 $214K New
KWR Quaker Chemical Corporation 0.11% 1,197 $202K New
HD Home Depot Inc. 0.11% 478 $194K New
XOM Exxon Mobil Corp. 0.10% 1,554 $182K New
ROK Rockwell Automation Inc. 0.09% 598 $161K New
JNJ Johnson & Johnson 0.08% 957 $155K New
MSGS Madison Square Garden Sports 0.07% 625 $130K New
COP Conocophillips 0.07% 1,225 $129K New
GS Goldman Sachs Group Inc. 0.06% 229 $113K New
AMZN Amazon.com Inc. 0.06% 600 $112K New
CL Colgate-Palmolive Co. 0.05% 957 $99K New
EW Edwards Lifesciences Corp. 0.05% 1,434 $95K New
PFE Pfizer Inc. 0.05% 3,112 $90K New
GLW Corning Inc. 0.05% 1,915 $86K New
NOC Northrop Grumman Corp. 0.05% 161 $85K New
ADI Analog Devices Inc. 0.04% 358 $82K New
MRK Merck & Co. Inc. 0.04% 718 $82K New
AFL Aflac Inc. 0.04% 718 $80K New
T AT&T Inc. 0.04% 3,591 $79K New
AMGN Amgen Inc. 0.04% 239 $77K New
CSCO Cisco Systems Inc. 0.04% 1,436 $76K New
BMY Bristol-Myers Squibb Co. 0.04% 1,436 $74K New
UVSP Univest Financial Corp. 0.04% 2,623 $74K New
META Meta Platforms Inc. Class A 0.04% 125 $72K New
DLTR Dollar Tree Inc. 0.04% 957 $67K New
PEP Pepsico Inc. 0.03% 363 $62K New
TRV The Travelers Cos Inc. 0.03% 250 $59K New
WFC Wells Fargo & Co. 0.03% 1,000 $56K New
AMP Ameriprise Financial Inc. 0.03% 119 $56K New
TXN Texas Instruments Inc. 0.03% 264 $55K New
CR Crane Co. 0.03% 478 $51K New
CHD Church & Dwight Co. Inc. 0.03% 478 $50K New
CTAS Cintas Corp. 0.03% 233 $48K New
V Visa Inc. Class A 0.03% 174 $48K New
PSX Phillips 66 0.03% 358 $47K New
STLD Steel Dynamics Inc. 0.02% 358 $45K New
VZ Verizon Communications Inc. 0.02% 957 $43K New
AME Ametek Inc. 0.02% 239 $41K New
ETN Eaton Corp. PLC 0.02% 116 $39K New
HUM Humana Inc. 0.02% 119 $38K New
BAX Baxter International Inc. 0.02% 957 $37K New
DD Dupont DE Nemours Inc. 0.02% 408 $36K New
DCI Donaldson Co. Inc. 0.02% 478 $35K New
AGCO Agco Corp. 0.02% 358 $35K New
UNH Unitedhealth Group Inc. 0.02% 57 $34K New
IQV Iqvia Holdings Inc. 0.02% 141 $33K New
AYI Acuity Inc. 0.02% 119 $33K New
CVS CVS Health Corp. 0.02% 478 $30K New
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.02% 739 $29K New
C Citigroup Inc. 0.02% 463 $29K New
WMT Walmart Inc. 0.02% 357 $29K New
RF Regions Financial Corp. 0.02% 1,197 $28K New
HLT Hilton Worldwide Holdings Inc. 0.02% 122 $28K New
INTC Intel Corp. 0.02% 1,197 $28K New
DINO HF Sinclair Corp. 0.01% 598 $27K New
LUV Southwest Airlines Co. 0.01% 837 $25K New
APH Amphenol Corp. Class A 0.01% 371 $24K New
CTVA Corteva Inc. 0.01% 408 $24K New
DHR Danaher Corp. 0.01% 83 $23K New
VMC Vulcan Materials Co. 0.01% 90 $23K New
DOW Dow Inc. 0.01% 408 $22K New
NTRS Northern Trust Corp. 0.01% 239 $22K New
TMO Thermo Fisher Scientific Inc. 0.01% 35 $22K New
SCHW Schwab (charles) Corp. 0.01% 297 $19K New
ZTS Zoetis Inc. 0.01% 96 $19K New
SPGI S&P Global Inc. 0.01% 36 $19K New
NVDA Nvidia Corp. 0.01% 150 $18K New
UNP Union Pacific Corp. 0.01% 68 $17K New
AMT American Tower Corp. 0.01% 72 $17K New
ADBE Adobe Inc. 0.01% 30 $16K New
MSCI MSCI Inc. 0.01% 21 $12K New
APD Air Products & Chemicals Inc. 0.01% 38 $11K New
TLRY Tilray Brands Inc. 0.01% 6,148 $11K Add +9.4%
AEE Ameren Corporation 0.01% 122 $11K New
FITB Fifth Third Bancorp 0.01% 239 $10K New
APTV Aptiv Irish Holdings Ltd. filed as APTIV PLC 0.00% 111 $8K New
AWK American Water Works Co. Inc. 0.00% 53 $8K New
NLOP Net Lease Office Property 0.00% 245 $8K New
WBD Warner Bros Discovery Inc. 0.00% 868 $7K New
FXI iShares China Large-Cap ETF 0.00% 208 $7K New
NKE Nike Inc. Class B 0.00% 71 $6K New
MELI MercadoLibre Inc. 0.00% 3 $6K New
RTX RTX Corp. 0.00% 44 $5K New
AON Aon PLC Class A 0.00% 15 $5K New
CTLT Catalent Inc. 0.00% 82 $5K New
VTRS Viatris Inc. 0.00% 386 $4K New
VTWO Vanguard Russell 2000 ETF 0.00% 48 $4K New
EEM iShares MSCI Emerging Market 0.00% 80 $4K Reduce -96.2%
CARR Carrier Global Corp. 0.00% 44 $4K New
PLD Prologis Inc. 0.00% 27 $3K New
SE Sea Ltd.-ADR 0.00% 36 $3K New
CHTR Charter Communications Inc. Class A 0.00% 10 $3K New
VLTO Veralto Corp. 0.00% 27 $3K New
OTIS Otis Worldwide Corp. 0.00% 22 $2K New
OGN Organon & Co. 0.00% 71 $1K New
FBTC Fidelity Wise Origin Bitcoin 0.00% 24 $1K No change
SRAD Sportradar Group AG-A 0.00% 95 $1K No change
FETH Fidelity Ethereum Fund 0.00% 32 $828 New

Portfolio Sells Q2 2024 → Q3 2024
ACWI iShares MSCI Acwi ETF Reduce -96.5% 0.16% −1.94
IVV iShares Core S&P 500 ETF Reduce -94.8% 0.13% −0.58
ATMP Ipath Select MLP ETN Reduce -20.1% 0.54% −0.26
TEAM Atlassian Corp. Class A Sold out 0.00% −0.16
EEM iShares MSCI Emerging Market Reduce -96.2% 0.00% −0.16

Portfolio Buys Q2 2024 → Q3 2024
PAYO Payoneer Global Inc. Add +53.9% 12.65% +5.29
IAU iShares Gold Trust Add +27544.4% 2.40% +2.29
RSP Invesco S&P 500 Equal Weight New 1.22% +1.22
AAPL Apple Inc. New 0.84% +0.84
IBB iShares Biotechnology ETF Add +24159.4% 0.61% +0.61
DDOG Datadog Inc. Class A Add +55.6% 4.38% +0.52
GOOG Alphabet Inc. Class C New 0.38% +0.38
MSFT Microsoft Corp. Add +106.1% 0.92% +0.35
CI The Cigna Group New 0.32% +0.32
JPM JPMorgan Chase & Co. New 0.20% +0.20
WPC WP Carey Inc. New 0.13% +0.13
BNY Bank of New York Mellon Corp. New 0.12% +0.12
BX Blackstone Inc. New 0.12% +0.12
KWR Quaker Chemical Corporation New 0.11% +0.11
HD Home Depot Inc. New 0.11% +0.11
XOM Exxon Mobil Corp. New 0.10% +0.10
ROK Rockwell Automation Inc. New 0.09% +0.09
JNJ Johnson & Johnson New 0.08% +0.08
MSGS Madison Square Garden Sports New 0.07% +0.07
COP Conocophillips New 0.07% +0.07
GS Goldman Sachs Group Inc. New 0.06% +0.06
AMZN Amazon.com Inc. New 0.06% +0.06
CL Colgate-Palmolive Co. New 0.05% +0.05
EW Edwards Lifesciences Corp. New 0.05% +0.05
PFE Pfizer Inc. New 0.05% +0.05
GLW Corning Inc. New 0.05% +0.05
NOC Northrop Grumman Corp. New 0.05% +0.05
ADI Analog Devices Inc. New 0.04% +0.04
MRK Merck & Co. Inc. New 0.04% +0.04
AFL Aflac Inc. New 0.04% +0.04
T AT&T Inc. New 0.04% +0.04
AMGN Amgen Inc. New 0.04% +0.04
CSCO Cisco Systems Inc. New 0.04% +0.04
BMY Bristol-Myers Squibb Co. New 0.04% +0.04
UVSP Univest Financial Corp. New 0.04% +0.04
META Meta Platforms Inc. Class A New 0.04% +0.04
DLTR Dollar Tree Inc. New 0.04% +0.04
PEP Pepsico Inc. New 0.03% +0.03
TRV The Travelers Cos Inc. New 0.03% +0.03
WFC Wells Fargo & Co. New 0.03% +0.03
AMP Ameriprise Financial Inc. New 0.03% +0.03
TXN Texas Instruments Inc. New 0.03% +0.03
CR Crane Co. New 0.03% +0.03
CHD Church & Dwight Co. Inc. New 0.03% +0.03
CTAS Cintas Corp. New 0.03% +0.03
V Visa Inc. Class A New 0.03% +0.03
PSX Phillips 66 New 0.03% +0.03
STLD Steel Dynamics Inc. New 0.02% +0.02
VZ Verizon Communications Inc. New 0.02% +0.02
AME Ametek Inc. New 0.02% +0.02

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 157$199.8MVTI, VOO, VEA, PAYO, INTU
Q1 2026 154$186.2MVTI, VEA, INTU, VOO, PAYO
Q4 2025 234$215.8MVT, ISRG, VOOG, VBK, PAYO
Q3 2025 148$212.7MVTI, INTU, VEA, VOO, PAYO
Q2 2025 142$202.8MVTI, INTU, PAYO, VEA, VOO
Q1 2025 139$179.2MVTI, INTU, PAYO, VOO, VEA
Q4 2024 133$187.1MVTI, PAYO, INTU, VOO, VEA
Q3 2024 135$184.0MVTI, INTU, PAYO, VOO, VEA
Q2 2024 35$151.1MVTI, INTU, VOO, VEA, PAYO
Q1 2024 35$123.3MINTU, VTI, VOO, PAYO, VEA