Battery Global Advisors, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Battery Global Advisors, LLC reported 133 stock positions worth $187.1 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 24.4% of the portfolio, followed by Payoneer Global (PAYO, 16.6%) and Intuit (INTU, 15.2%). Compared with Q3 2024, it sold out of 2, added to 30 and reduced 4. The biggest buy was VG Morningstar TS MKT ETF-US (VTI, shares +5%) and the biggest sale an exit from Datadog Class A (DDOG).

Most Recent 13F
Q2 2026
Location
BOSTON, MA
CIK
0001582272
Portfolio Value
$187.1M (Q4 2024)
SEC Filing
0001582272-25-000001 ↗ filed Feb 14, 2025

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 Q3 2024 Q4 2024: $187.1M $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 133 stocks · $187.1M
VTI VG Morningstar TS MKT ETF-US 24.42% 157,634 $45.7M Add +5.5%
PAYO Payoneer Global Inc. 16.59% 3,090,975 $31.0M No change
INTU Intuit Inc. 15.24% 45,350 $28.5M Reduce -6.6%
VOO Vanguard S&P 500 ETF 8.21% 28,486 $15.3M No change
VEA Vanguard Ftse Developed ETF 6.76% 264,500 $12.6M Add +12.3%
VWO Vanguard Ftse Emerging Marke 5.21% 221,090 $9.7M Add +9.3%
SPDW Ste STR SPDR PT DW Eu ETF 2.77% 151,635 $5.2M Add +0.5%
IAU iShares Gold Trust 2.73% 103,252 $5.1M Add +16.0%
VUG Vanguard Mrngstar GR ETF-Sui 2.69% 12,241 $5.0M No change
TPYP Managed Portfolio Series 1.26% 68,388 $2.4M No change
RSP Invesco S&P 500 Equal Weight 1.18% 12,544 $2.2M Add +0.3%
KCCA Kraneshares California Carbo 1.02% 97,421 $1.9M Reduce -4.9%
AAPL Apple Inc. 0.89% 6,638 $1.7M Add +0.1%
MSFT Microsoft Corp. 0.89% 3,931 $1.7M Add +0.1%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.70% 4,879 $1.3M No change
ATMP Ipath Select MLP ETN filed as BARCLAYS BANK PLC 0.66% 43,797 $1.2M Add +14.7%
IBB iShares Biotechnology ETF 0.65% 9,233 $1.2M Add +18.9%
VTV Vanguard Mrngstr Val ETF-Aui 0.55% 6,113 $1.0M No change
VBK Van Morst SML-Cap Gro-Usd Inc. 0.55% 3,680 $1.0M No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.48% 4,545 $901K No change
SPEM State Street SP PTF Em ETF 0.46% 22,356 $858K No change
NOW ServiceNow Inc. 0.46% 806 $854K No change
GOOG Alphabet Inc. Class C 0.43% 4,177 $795K Add +0.0%
HUBS HubSpot Inc. 0.39% 1,041 $725K No change
CRWD CrowdStrike Holdings Inc. Class A 0.39% 2,108 $721K No change
CRM Salesforce Inc. 0.34% 1,914 $641K No change
MDB Mongodb Inc. 0.25% 2,045 $476K Reduce -2.2%
CI The Cigna Group 0.25% 1,676 $463K No change
VOOG Vanguard S&P 500 Growth ETF 0.23% 1,158 $424K No change
JPM JPMorgan Chase & Co. 0.22% 1,715 $411K No change
ACWI iShares MSCI Acwi ETF 0.16% 2,523 $296K Add +0.4%
VRSK Verisk Analytics Inc. 0.15% 1,035 $285K No change
MSGS Madison Square Garden Sports 0.13% 1,082 $244K Add +73.1%
BX Blackstone Inc. 0.13% 1,397 $241K Add +0.1%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.13% 3,112 $239K No change
IVV iShares Core S&P 500 ETF 0.13% 402 $237K No change
WPC WP Carey Inc. 0.11% 3,655 $202K No change
HD Home Depot Inc. 0.10% 478 $186K No change
ROK Rockwell Automation Inc. 0.09% 598 $171K No change
KWR Quaker Chemical Corporation 0.09% 1,197 $168K No change
XOM Exxon Mobil Corp. 0.09% 1,555 $167K Add +0.1%
JNJ Johnson & Johnson 0.07% 957 $138K No change
AMZN Amazon.com Inc. 0.07% 600 $132K No change
GS Goldman Sachs Group Inc. 0.07% 229 $131K No change
SPHY SS SPDR P High Yield ETF 0.07% 5,254 $123K Reduce -42.3%
COP Conocophillips 0.07% 1,229 $122K Add +0.3%
EW Edwards Lifesciences Corp. 0.06% 1,434 $106K No change
GLW Corning Inc. 0.05% 1,915 $91K No change
CL Colgate-Palmolive Co. 0.05% 957 $87K No change
CSCO Cisco Systems Inc. 0.05% 1,436 $85K No change
PFE Pfizer Inc. 0.04% 3,112 $83K No change
T AT&T Inc. 0.04% 3,591 $82K No change
BMY Bristol-Myers Squibb Co. 0.04% 1,436 $81K No change
UVSP Univest Financial Corp. 0.04% 2,623 $77K No change
ADI Analog Devices Inc. 0.04% 358 $76K No change
NOC Northrop Grumman Corp. 0.04% 162 $76K Add +0.6%
AFL Aflac Inc. 0.04% 718 $74K No change
META Meta Platforms Inc. Class A 0.04% 125 $73K No change
MRK Merck & Co. Inc. 0.04% 718 $72K No change
DLTR Dollar Tree Inc. 0.04% 957 $72K No change
WFC Wells Fargo & Co. 0.04% 1,000 $70K No change
AMP Ameriprise Financial Inc. 0.03% 119 $63K No change
AMGN Amgen Inc. 0.03% 239 $62K No change
TRV The Travelers Cos Inc. 0.03% 250 $60K No change
PEP Pepsico Inc. 0.03% 363 $56K No change
V Visa Inc. Class A 0.03% 174 $55K No change
CR Crane Co. 0.03% 478 $50K No change
CHD Church & Dwight Co. Inc. 0.03% 478 $50K No change
TXN Texas Instruments Inc. 0.03% 265 $50K Add +0.4%
AME Ametek Inc. 0.02% 239 $43K No change
CTAS Cintas Corp. 0.02% 233 $43K No change
STLD Steel Dynamics Inc. 0.02% 358 $41K No change
PSX Phillips 66 0.02% 358 $41K No change
ETN Eaton Corp. PLC 0.02% 117 $39K Add +0.9%
VZ Verizon Communications Inc. 0.02% 957 $38K No change
AYI Acuity Inc. 0.02% 119 $35K No change
AGCO Agco Corp. 0.02% 358 $33K No change
C Citigroup Inc. 0.02% 465 $33K Add +0.4%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.02% 744 $33K Add +0.7%
WMT Walmart Inc. 0.02% 357 $32K No change
DCI Donaldson Co. Inc. 0.02% 478 $32K No change
DD Dupont DE Nemours Inc. 0.02% 408 $31K No change
HUM Humana Inc. 0.02% 119 $30K No change
HLT Hilton Worldwide Holdings Inc. 0.02% 122 $30K No change
UNH Unitedhealth Group Inc. 0.02% 58 $29K Add +1.8%
RF Regions Financial Corp. 0.02% 1,197 $28K No change
LUV Southwest Airlines Co. 0.02% 837 $28K No change
BAX Baxter International Inc. 0.01% 957 $28K No change
IQV Iqvia Holdings Inc. 0.01% 141 $28K No change
APH Amphenol Corp. Class A 0.01% 372 $26K Add +0.3%
NTRS Northern Trust Corp. 0.01% 239 $25K No change
INTC Intel Corp. 0.01% 1,197 $24K No change
VMC Vulcan Materials Co. 0.01% 90 $23K No change
CTVA Corteva Inc. 0.01% 408 $23K No change
SCHW Schwab (charles) Corp. 0.01% 298 $22K Add +0.3%
CVS CVS Health Corp. 0.01% 478 $21K No change
DINO HF Sinclair Corp. 0.01% 598 $21K No change
NVDA Nvidia Corp. 0.01% 150 $20K No change
DHR Danaher Corp. 0.01% 83 $19K No change
TMO Thermo Fisher Scientific Inc. 0.01% 35 $18K No change
SPGI S&P Global Inc. 0.01% 36 $18K No change
DOW Dow Inc. 0.01% 408 $16K No change
ZTS Zoetis Inc. 0.01% 96 $16K No change
UNP Union Pacific Corp. 0.01% 68 $16K No change
ADBE Adobe Inc. 0.01% 30 $13K No change
AMT American Tower Corp. 0.01% 72 $13K No change
MSCI MSCI Inc. 0.01% 21 $13K No change
APD Air Products & Chemicals Inc. 0.01% 38 $11K No change
AEE Ameren Corporation 0.01% 123 $11K Add +0.8%
FITB Fifth Third Bancorp 0.01% 239 $10K No change
VTWO Vanguard Russell 2000 ETF 0.00% 104 $9K Add +116.7%
WBD Warner Bros Discovery Inc. 0.00% 868 $9K No change
TLRY Tilray Brands Inc. 0.00% 6,148 $8K No change
NLOP Net Lease Office Property 0.00% 245 $8K No change
APTV Aptiv PLC 0.00% 111 $7K No change
AWK American Water Works Co. Inc. 0.00% 53 $7K No change
FXI iShares China Large-Cap ETF 0.00% 211 $6K Add +1.4%
NKE Nike Inc. Class B 0.00% 72 $5K Add +1.4%
AON Aon PLC Class A 0.00% 15 $5K No change
MELI MercadoLibre Inc. 0.00% 3 $5K No change
RTX RTX Corp. 0.00% 44 $5K No change
VTRS Viatris Inc. 0.00% 386 $5K No change
SE Sea Ltd.-ADR 0.00% 36 $4K No change
CHTR Charter Communications Inc. Class A 0.00% 10 $3K No change
EEM iShares MSCI Emerging Market 0.00% 81 $3K Add +1.3%
CARR Carrier Global Corp. 0.00% 44 $3K No change
PLD Prologis Inc. 0.00% 28 $3K Add +3.7%
VLTO Veralto Corp. 0.00% 27 $3K No change
OTIS Otis Worldwide Corp. 0.00% 22 $2K No change
FBTC Fidelity Wise Origin Bitcoin 0.00% 24 $2K No change
SRAD Sportradar Group AG-A 0.00% 95 $2K No change
FETH Fidelity Ethereum Fund 0.00% 32 $1K No change
OGN Organon & Co. 0.00% 71 $1K No change

Portfolio Sells Q3 2024 → Q4 2024
DDOG Datadog Inc. Class A Sold out 0.00% −4.38
INTU Intuit Inc. Reduce -6.6% 15.24% −1.15
KCCA Kraneshares California Carbo Reduce -4.9% 1.02% −0.18
SPHY SS SPDR P High Yield ETF Reduce -42.3% 0.07% −0.05
MDB Mongodb Inc. Reduce -2.2% 0.25% −0.05
CTLT Catalent Inc. Sold out 0.00% −0.00

Portfolio Buys Q3 2024 → Q4 2024
VTI VG Morningstar TS MKT ETF-US Add +5.5% 24.42% +1.35
IAU iShares Gold Trust Add +16.0% 2.73% +0.33
ATMP Ipath Select MLP ETN Add +14.7% 0.66% +0.12
MSGS Madison Square Garden Sports Add +73.1% 0.13% +0.06
AAPL Apple Inc. Add +0.1% 0.89% +0.05
GOOG Alphabet Inc. Class C Add +0.0% 0.43% +0.05
IBB iShares Biotechnology ETF Add +18.9% 0.65% +0.04
BX Blackstone Inc. Add +0.1% 0.13% +0.01
VTWO Vanguard Russell 2000 ETF Add +116.7% 0.00% +0.00
VEA Vanguard Ftse Developed ETF Add +12.3% 6.76% +0.00
C Citigroup Inc. Add +0.4% 0.02% +0.00
BAC Bank of America Corp. Add +0.7% 0.02% +0.00
SCHW Schwab (charles) Corp. Add +0.3% 0.01% +0.00
APH Amphenol Corp. Class A Add +0.3% 0.01% +0.00
AEE Ameren Corporation Add +0.8% 0.01% +0.00
FXI iShares China Large-Cap ETF Add +1.4% 0.00% −0.00
EEM iShares MSCI Emerging Market Add +1.3% 0.00% −0.00
PLD Prologis Inc. Add +3.7% 0.00% −0.00
ETN Eaton Corp. PLC Add +0.9% 0.02% −0.00
NKE Nike Inc. Class B Add +1.4% 0.00% −0.00
UNH Unitedhealth Group Inc. Add +1.8% 0.02% −0.00
TXN Texas Instruments Inc. Add +0.4% 0.03% −0.00
ACWI iShares MSCI Acwi ETF Add +0.4% 0.16% −0.00
COP Conocophillips Add +0.3% 0.07% −0.01
NOC Northrop Grumman Corp. Add +0.6% 0.04% −0.01
XOM Exxon Mobil Corp. Add +0.1% 0.09% −0.01
MSFT Microsoft Corp. Add +0.1% 0.89% −0.03
RSP Invesco S&P 500 Equal Weight Add +0.3% 1.18% −0.04
VWO Vanguard Ftse Emerging Marke Add +9.3% 5.21% −0.05
SPDW Ste STR SPDR PT DW Eu ETF Add +0.5% 2.77% −0.31

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