Battery Global Advisors, LLC Portfolio Holdings

Battery Global Advisors, LLC

  • $181 Million
  • Q3 2024

Battery Global Advisors, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $181 Million distributed in 135 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $42.3M, Intuit Inc with a value of $30.1M, Payoneer Global Inc. with a value of $23.3M, Vanguard Index Fds S&P 500 ETF with a value of $15M, and Vanguard Ftse Developed Market with a value of $12.4M.

Examining the 13F form we can see an increase of $25M in the current position value, from $156M to 181M.

Battery Global Advisors, LLC is based out at Boston, MA

Below you can find more details about Battery Global Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $181 Million
ETFs: $107 Million
Technology: $68 Million
Financial Services: $1.45 Million
Healthcare: $1.4 Million
Communication Services: $1.03 Million
Industrials: $799,000
Energy: $383,000
Consumer Cyclical: $354,000
Other: $918,000

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.08T
$1.69 Million 0.93% of portfolio
3,929
Q3 2024 Added 106.14%
$3.67T
$1.55 Million 0.85% of portfolio
6,635
Q3 2024 New
$212B
$720,000 0.4% of portfolio
806
Q3 2024 Added 2.28%
$1.03T
$698,000 0.38% of portfolio
4,176
Q3 2024 New
$336B
$523,000 0.29% of portfolio
1,914
Q4 2023 New
$718B
$361,000 0.2% of portfolio
1,715
Q3 2024 New
$420B
$193,000 0.11% of portfolio
478
Q3 2024 New
$508B
$182,000 0.1% of portfolio
1,554
Q3 2024 New
$407B
$155,000 0.09% of portfolio
957
Q3 2024 New
$203B
$113,000 0.06% of portfolio
229
Q3 2024 New
$2.02T
$111,000 0.06% of portfolio
600
Q3 2024 New
$253B
$81,000 0.04% of portfolio
718
Q3 2024 New
$236B
$76,000 0.04% of portfolio
1,436
Q3 2024 New
$1.27T
$71,000 0.04% of portfolio
125
Q3 2024 New
$284B
$56,000 0.03% of portfolio
1,000
Q3 2024 New
$221B
$61,000 0.03% of portfolio
363
Q3 2024 New
$559B
$33,000 0.02% of portfolio
57
Q3 2024 New
$240B
$28,000 0.02% of portfolio
357
Q3 2024 New
$373B
$29,000 0.02% of portfolio
739
Q3 2024 New
$202B
$21,000 0.01% of portfolio
35
Q3 2024 New
$235B
$15,000 0.01% of portfolio
30
Q3 2024 New
$366B
$18,000 0.01% of portfolio
150
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 135
  • Current Value $181 Million
  • Prior Value $156 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 101 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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