The Analysis of Battery Global Advisors, LLC's Holdings
Currently, Battery Global Advisors, LLC holds 148 types of securities in its portfolio with a total value $212.7M. In the most recent quarter, they have increased their positions in VEA (+50.7K shares, valued at $3.0M), VTI (+6.5K shares, valued at $2.2M), VWO (+11.8K shares, valued at $638.4K); decreased their positions in INTU (-1.2K shares, valued at $847.5K), ATMP (-12.5K shares, valued at $358.7K), KCCA (-8.8K shares, valued at $150.1K); initiated new positions in VT (+3.8K shares, valued at $519.5K), VGT (+371 shares, valued at $277.0K), EMXC (+3.5K shares, valued at $236.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS190.5K shares3.55%2025-09-302025-11-12
INTU INTUIT41.0K shares-2.94%2025-09-302025-11-12 VEA VANGUARD TAX-MANAGED FDS367.3K shares16.01%2025-09-302025-11-12 VOO VANGUARD INDEX FDS29.3K shares2.75%2025-09-302025-11-12 PAYO PAYONEER GLOBAL INC2.9M shares0.00%2025-09-302025-11-12 VWO VANGUARD INTL EQUITY INDEX F226.9K shares5.48%2025-09-302025-11-12 IAU ISHARES GOLD TR111.3K shares2.96%2025-09-302025-11-12 SPDW SPDR INDEX SHS FDS152.6K shares0.00%2025-09-302025-11-12 VUG VANGUARD INDEX FDS12.2K shares0.00%2025-09-302025-11-12 TPYP TORTOISE CAPITAL SERIES TRUS68.4K shares0.00%2025-09-302025-11-12 RSP INVESCO EXCHANGE TRADED FD T12.7K shares0.43%2025-09-302025-11-12 KCCA KRANESHARES TRUST139.8K shares-5.92%2025-09-302025-11-12 MSFT MICROSOFT CORP3.9K shares0.05%2025-09-302025-11-12 AAPL APPLE INC6.6K shares0.06%2025-09-302025-11-12 VV VANGUARD INDEX FDS4.9K shares0.02%2025-09-302025-11-12 VTV VANGUARD INDEX FDS6.1K shares0.00%2025-09-302025-11-12 VBK VANGUARD INDEX FDS3.7K shares0.00%2025-09-302025-11-12 SPEM SPDR INDEX SHS FDS22.4K shares0.00%2025-09-302025-11-12 CRWD CROWDSTRIKE HLDGS INC2.1K shares0.00%2025-09-302025-11-12 GOOGL ALPHABET INC4.2K shares0.00%2025-09-302025-11-12 GOOG ALPHABET INC4.2K shares0.00%2025-09-302025-11-12 VBR VANGUARD INDEX FDS4.5K shares0.00%2025-09-302025-11-12 ATMP BARCLAYS BANK PLC27.3K shares-31.33%2025-09-302025-11-12 NOW SERVICENOW INC806 shares0.00%2025-09-302025-11-12 JPM JPMORGAN CHASE & CO.1.7K shares0.06%2025-09-302025-11-12 VT VANGUARD INTL EQUITY INDEX F3.8K sharesnew addition2025-09-302025-11-12 VOOG VANGUARD ADMIRAL FDS INC1.2K shares0.00%2025-09-302025-11-12 CI THE CIGNA GROUP1.7K shares0.00%2025-09-302025-11-12 SRAD SPORTRADAR GROUP AG17.8K shares0.00%2025-09-302025-11-12 IVV ISHARES TR524 shares62.23%2025-09-302025-11-12 BK BANK NEW YORK MELLON CORP3.1K shares0.00%2025-09-302025-11-12 VGT VANGUARD WORLD FD371 sharesnew addition2025-09-302025-11-12 VRSK VERISK ANALYTICS INC1.0K shares0.00%2025-09-302025-11-12 WPC WP CAREY INC3.7K shares0.00%2025-09-302025-11-12 MSGS MADISON SQUARE GRDN SPRT COR1.1K shares0.00%2025-09-302025-11-12 ACWI ISHARES TR1.7K shares0.00%2025-09-302025-11-12 BX BLACKSTONE INC1.4K shares0.14%2025-09-302025-11-12 EMXC ISHARES INC3.5K sharesnew addition2025-09-302025-11-12 FICO FAIR ISAAC CORP148 shares0.00%2025-09-302025-11-12 ROK ROCKWELL AUTOMATION INC598 shares0.00%2025-09-302025-11-12 HD HOME DEPOT INC478 shares0.00%2025-09-302025-11-12 DLR DIGITAL RLTY TR INC1.1K sharesnew addition2025-09-302025-11-12 EQIX Equinix Inc.243 sharesnew addition2025-09-302025-11-12 GS GOLDMAN SACHS GROUP INC229 shares0.00%2025-09-302025-11-12 JNJ JOHNSON & JOHNSON957 shares0.00%2025-09-302025-11-12 XOM EXXON MOBIL CORP1.6K shares0.06%2025-09-302025-11-12 KWR QUAKER HOUGHTON1.2K shares0.00%2025-09-302025-11-12 GLW CORNING INC1.9K shares0.00%2025-09-302025-11-12 SPHY SPDR SER TR6.3K shares15.64%2025-09-302025-11-12 AMZN AMAZON COM INC600 shares0.00%2025-09-302025-11-12 COP CONOCOPHILLIPS1.2K shares0.32%2025-09-302025-11-12 EW EDWARDS LIFESCIENCES CORP1.4K shares0.00%2025-09-302025-11-12 T AT&T INC3.6K shares0.00%2025-09-302025-11-12 NOC NORTHROP GRUMMAN CORP162 shares0.00%2025-09-302025-11-12 CSCO CISCO SYS INC1.4K shares0.00%2025-09-302025-11-12 META META PLATFORMS INC126 shares0.00%2025-09-302025-11-12 DLTR DOLLAR TREE INC957 shares0.00%2025-09-302025-11-12 SMH VANECK ETF TRUST273 sharesnew addition2025-09-302025-11-12 ADI ANALOG DEVICES INC358 shares0.00%2025-09-302025-11-12 WFC WELLS FARGO CO NEW1.0K shares0.00%2025-09-302025-11-12 AFL AFLAC INC718 shares0.00%2025-09-302025-11-12 PFE PFIZER INC3.1K shares0.00%2025-09-302025-11-12 UVSP UNIVEST FINANCIAL CORPORATIO2.6K shares0.00%2025-09-302025-11-12 CL COLGATE PALMOLIVE CO957 shares0.00%2025-09-302025-11-12 TRV TRAVELERS COMPANIES INC250 shares0.00%2025-09-302025-11-12 AMGN AMGEN INC243 shares0.00%2025-09-302025-11-12 BMY BRISTOL-MYERS SQUIBB CO1.4K shares0.00%2025-09-302025-11-12 MRK MERCK & CO INC718 shares0.00%2025-09-302025-11-12 V VISA INC175 shares0.00%2025-09-302025-11-12 AMP AMERIPRISE FINL INC119 shares0.00%2025-09-302025-11-12 PEP PEPSICO INC373 shares0.81%2025-09-302025-11-12 STLD STEEL DYNAMICS INC358 shares0.00%2025-09-302025-11-12 TXN TEXAS INSTRS INC268 shares0.37%2025-09-302025-11-12 PSX PHILLIPS 66358 shares0.00%2025-09-302025-11-12 CTAS CINTAS CORP235 shares0.43%2025-09-302025-11-12 C CITIGROUP INC469 shares0.21%2025-09-302025-11-12 APH AMPHENOL CORP NEW374 shares0.27%2025-09-302025-11-12 AME AMETEK INC239 shares0.00%2025-09-302025-11-12 XCEM COLUMBIA ETF TR II1.2K sharesnew addition2025-09-302025-11-12 ETN EATON CORP PLC118 shares0.85%2025-09-302025-11-12 CR CRANE COMPANY239 shares0.00%2025-09-302025-11-12 VZ VERIZON COMMUNICATIONS INC957 shares0.00%2025-09-302025-11-12 CHD CHURCH & DWIGHT CO INC478 shares0.00%2025-09-302025-11-12 AYI ACUITY BRANDS INC119 shares0.00%2025-09-302025-11-12 INTC INTEL CORP1.2K shares0.00%2025-09-302025-11-12 DCI DONALDSON INC478 shares0.00%2025-09-302025-11-12 BAC BANK AMERICA CORP756 shares0.53%2025-09-302025-11-12 AGCO AGCO CORP358 shares0.00%2025-09-302025-11-12 WMT WALMART INC357 shares0.00%2025-09-302025-11-12 CVS CVS HEALTH CORP478 shares0.00%2025-09-302025-11-12 NTRS NORTHERN TR CORP239 shares0.00%2025-09-302025-11-12 RF REGIONS FINANCIAL CORP NEW1.2K shares0.00%2025-09-302025-11-12 DD DUPONT DE NEMOURS INC408 shares0.00%2025-09-302025-11-12 HLT HILTON WORLDWIDE HLDGS INC122 shares0.00%2025-09-302025-11-12 DINO HF SINCLAIR CORP598 shares0.00%2025-09-302025-11-12 HUM HUMANA INC119 shares0.00%2025-09-302025-11-12 CMCSA COMCAST CORP NEW957 shares0.00%2025-09-302025-11-12 SCHW SCHWAB CHARLES CORP301 shares0.33%2025-09-302025-11-12 NVDA NVIDIA CORPORATION150 shares0.00%2025-09-302025-11-12 VMC VULCAN MATLS CO91 shares0.00%2025-09-302025-11-12 CTVA CORTEVA INC408 shares0.00%2025-09-302025-11-12 IQV IQVIA HLDGS INC141 shares0.00%2025-09-302025-11-12 LUV SOUTHWEST AIRLS CO837 shares0.00%2025-09-302025-11-12 IEFA iShares Core MSCI EAFE ETF264 sharesnew addition2025-09-302025-11-12 BAX BAXTER INTL INC957 shares0.00%2025-09-302025-11-12 UNH UNITEDHEALTH GROUP INC59 shares1.72%2025-09-302025-11-12 SPGI S&P GLOBAL INC36 shares0.00%2025-09-302025-11-12 TMO THERMO FISHER SCIENTIFIC INC35 shares0.00%2025-09-302025-11-12 WBD WARNER BROS DISCOVERY INC868 shares0.00%2025-09-302025-11-12 DHR DANAHER CORPORATION84 shares1.20%2025-09-302025-11-12 UNP UNION PAC CORP69 shares0.00%2025-09-302025-11-12 CXT CRANE NXT CO239 shares0.00%2025-09-302025-11-12 AMT AMERICAN TOWER CORP NEW74 shares1.37%2025-09-302025-11-12 ZTS ZOETIS INC97 shares0.00%2025-09-302025-11-12 AEE AMEREN CORP126 shares0.80%2025-09-302025-11-12 MSCI MSCI INC21 shares0.00%2025-09-302025-11-12 FITB FIFTH THIRD BANCORP239 shares0.00%2025-09-302025-11-12 APD AIR PRODS & CHEMS INC39 shares0.00%2025-09-302025-11-12 TLRY TILRAY BRANDS INC6.1K shares0.00%2025-09-302025-11-12 ADBE ADOBE INC30 shares0.00%2025-09-302025-11-12 APTV APTIV PLC111 shares0.00%2025-09-302025-11-12 DOW DOW INC408 shares0.00%2025-09-302025-11-12 FXI ISHARES TR214 shares0.00%2025-09-302025-11-12 AWK AMERICAN WTR WKS CO INC NEW54 shares1.89%2025-09-302025-11-12 RTX RTX CORPORATION44 shares0.00%2025-09-302025-11-12 NLOP NET LEASE OFFICE PROPERTIES245 shares0.00%2025-09-302025-11-12 MELI MERCADOLIBRE INC3 shares0.00%2025-09-302025-11-12 SE SEA LTD36 shares0.00%2025-09-302025-11-12 EIS ISHARES INC56 shares0.00%2025-09-302025-11-12 AON AON PLC15 shares0.00%2025-09-302025-11-12 NKE NIKE INC73 shares1.39%2025-09-302025-11-12 VTRS VIATRIS INC386 shares0.00%2025-09-302025-11-12 PLD PROLOGIS INC.28 shares0.00%2025-09-302025-11-12 VLTO VERALTO CORP27 shares0.00%2025-09-302025-11-12 CHTR CHARTER COMMUNICATIONS INC N10 shares0.00%2025-09-302025-11-12 CARR CARRIER GLOBAL CORPORATION44 shares0.00%2025-09-302025-11-12 NRG NRG ENERGY INC13 shares0.00%2025-09-302025-11-12 OTIS OTIS WORLDWIDE CORP22 shares0.00%2025-09-302025-11-12 EEM ISHARES TR33 shares0.00%2025-09-302025-11-12 EQT EQT CORP32 shares0.00%2025-09-302025-11-12 CAT CATEPILLAR INC3 shares0.00%2025-09-302025-11-12 FE FIRSTENERGY CORP25 shares0.00%2025-09-302025-11-12 LMT LOCKHEED MARTIN CORP2 shares0.00%2025-09-302025-11-12 TROW PRICE T ROWE GROUP INC8 sharesnew addition2025-09-302025-11-12 HON HONEYWELL INTL INC4 shares0.00%2025-09-302025-11-12 OGN ORGANON & CO71 shares0.00%2025-09-302025-11-12 PSKY PARAMOUNT SKYDANCE CORP24 sharesnew addition2025-09-302025-11-12 RIVN RIVIAN AUTOMOTIVE INC13 shares0.00%2025-09-302025-11-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available