Battery Global Advisors, LLC Portfolio Holdings

Battery Global Advisors, LLC

  • $185 Million
  • Q4 2024

Battery Global Advisors, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $185 Million distributed in 133 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 $45.7M, Payoneer Global Inc. with a value of $31M, Intuit Inc with a value of $28.5M, Vanguard Index Fds S&P 500 ETF with a value of $15.3M, and Vanguard Ftse Developed Market with a value of $12.6M.

Examining the 13F form we can see an increase of $3.52M in the current position value, from $181M to 185M.

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 $185 Million
ETFs: $112 Million
Technology: $66.7 Million
Financial Services: $1.6 Million
Communication Services: $1.24 Million
Healthcare: $1.2 Million
Industrials: $806,000
Consumer Cyclical: $359,000
Energy: $348,000
Other: $832,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.66B
$31 Million 16.78% of portfolio
3,090,975
Q3 2024 Added 53.91%
$4.19B
$244,000 0.13% of portfolio
1,082
Q4 2024 Added 73.12%
$2.51B
$168,000 0.09% of portfolio
1,197
Q3 2024 New
$8.4B
$32,000 0.02% of portfolio
478
Q3 2024 New
$7.31B
$33,000 0.02% of portfolio
358
Q3 2024 New
$7.98B
$20,000 0.01% of portfolio
598
Q3 2024 New
$3.89B
$1,000 0.0% of portfolio
71
Q3 2024 New
$4.59B
$1,000 0.0% of portfolio
95
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 133
  • Current Value $185 Million
  • Prior Value $181 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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