Sponsored
The Analysis of Battery Global Advisors, LLC's Holdings & P&L
Currently, Battery Global Advisors, LLC holds 154 types of securities in its portfolio with a total value $186.2M. In the most recent quarter, they have increased their positions in VTI (+175.3K shares, valued at $56.2M), VEA (+274.2K shares, valued at $17.6M), INTU (+39.6K shares, valued at $17.1M); decreased their positions in VOOG (-364.0K shares, valued at $148.4M), VUG (-222.2K shares, valued at $97.1M), VT (-184.7K shares, valued at $25.5M); initiated new positions in MIAX (+3.1K shares, valued at $121.6K), N/A (+614 shares, valued at $4.0K), N/A (+38 shares, valued at $1.4K).
1M P&L
+23.6M+5.59%
3M P&L
-1.3B-75.04%
HY P&L
-1.4B-75.24%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1N/A148.3M
70.4%
2Medical Instruments & Supplies27.1M
12.9%
3Software - Infrastructure16.3M
7.8%
Top Industries by Stock Count
1N/A27 stocks
12.7%
2Banks - Regional9 stocks
4.2%
3Drug Manufacturers - General8 stocks
3.8%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Invesco Exchange (traded FD TR S&P500 Eql WGT) Invesco Exchange (traded FD TR S&P500 Eql WGT)19.7K shares179390.91%2026-03-312026-05-14
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VTI
47250.13%Vanguard Total US Stock Market ETF
Shares175.7K
Event2026-03-31
Filed2026-05-14
VEA
7273.13%Vanguard FTSE Developed Markets ETF
Shares278.0K
Event2026-03-31
Filed2026-05-14
INTU
2874.29%Intuit Com
Shares41.0K
Event2026-03-31
Filed2026-05-14
Vanguard S&P 500 ETF
499.80%Vanguard S&P 500 ETF
Shares29.3K
Event2026-03-31
Filed2026-05-14
PAYO
0.00%Payoneer Global Inc
Shares2.9M
Event2026-03-31
Filed2026-05-14
VWO
3583.28%Vanguard FTSE Emerging Markets ETF
Shares167.4K
Event2026-03-31
Filed2026-05-14
iShares Gold Trust
19137.40%iShares Gold Trust
Shares100.8K
Event2026-03-31
Filed2026-05-14
SPDW
0.00%SPDR Developed World Ex-US ETF
Shares152.6K
Event2026-03-31
Filed2026-05-14
VUG
-94.78%Vanguard Growth Index Fund ETF
Shares12.2K
Event2026-03-31
Filed2026-05-14
Invesco Exchange (traded FD TR S&P500 Eql WGT)
179390.91%Invesco Exchange (traded FD TR S&P500 Eql WGT)
Shares19.7K
Event2026-03-31
Filed2026-05-14
TPYP
0.00%Tortoise North American Pipeline Fund
Shares68.4K
Event2026-03-31
Filed2026-05-14
AAPL
-8.21%Apple
Shares6.7K
Event2026-03-31
Filed2026-05-14
MSFT
23082.35%Microsoft
Shares3.9K
Event2026-03-31
Filed2026-05-14
VV
-60.13%Vanguard Large-Cap (index Fund)
Shares4.9K
Event2026-03-31
Filed2026-05-14
Alphabet (Google) Class A
-6.15%Alphabet (Google) Class A
Shares4.2K
Event2026-03-31
Filed2026-05-14
VTV
66.11%Vanguard Value Index Fund ETF
Shares6.1K
Event2026-03-31
Filed2026-05-14
Alphabet (Google) Class C
-5.24%Alphabet (Google) Class C
Shares4.2K
Event2026-03-31
Filed2026-05-14
KCCA
962962.50%KraneShares California Carbon Allowance ETF
Shares77.0K
Event2026-03-31
Filed2026-05-14
VBK
-87.43%Vanguard Small-Cap Growth ETF
Shares3.7K
Event2026-03-31
Filed2026-05-14
SPEM
0.00%SPDR Emerging Markets ETF
Shares22.4K
Event2026-03-31
Filed2026-05-14
VBR
292.49%Vanguard Small-Cap Value ETF
Shares4.5K
Event2026-03-31
Filed2026-05-14
CRWD
782.01%Crowdstrike
Shares2.1K
Event2026-03-31
Filed2026-05-14
SPY
458.72%SPDR S&P 500 ETF
Shares1.2K
Event2026-03-31
Filed2026-05-14
ATMP
-24.45%Barclays Select MLP ETN
Shares18.7K
Event2026-03-31
Filed2026-05-14
VT
-98.00%Vanguard Total World Stock Index ETF
Shares3.8K
Event2026-03-31
Filed2026-05-14
JPM
2626.98%JPMorgan Chase & Co
Shares1.7K
Event2026-03-31
Filed2026-05-14
EQIX
1406.25%Equinix Inc.
Shares482
Event2026-03-31
Filed2026-05-14
VOOG
-99.68%Vanguard S&P 500 Growth ETF
Shares1.2K
Event2026-03-31
Filed2026-05-14
CIGNA
5486.67%CIGNA
Shares1.7K
Event2026-03-31
Filed2026-05-14
DLR
3661.67%Digital Realty Trust
Shares2.3K
Event2026-03-31
Filed2026-05-14
BK
258.53%Bank New York
Shares3.1K
Event2026-03-31
Filed2026-05-14
MSGS
54000.00%MSG Networks
Shares1.1K
Event2026-03-31
Filed2026-05-14
IVV
98.48%iShares Core S&P 500 ETF
Shares524
Event2026-03-31
Filed2026-05-14
SRAD
0.00%Sportradar Group AG
Shares17.8K
Event2026-03-31
Filed2026-05-14
EMXC
10205.88%iShares MSCI EM-ex China ETF
Shares3.5K
Event2026-03-31
Filed2026-05-14
XOM
15500.00%Exxon Mobil
Shares1.6K
Event2026-03-31
Filed2026-05-14
GLW
47775.00%Corning Inc
Shares1.9K
Event2026-03-31
Filed2026-05-14
VGT
-93.93%Vanguard Sector
Shares371
Event2026-03-31
Filed2026-05-14
WPC
0.00%WP Carey Inc
Shares3.7K
Event2026-03-31
Filed2026-05-14
ACWI
-98.40%iShares MSCI ACWI ETF
Shares1.7K
Event2026-03-31
Filed2026-05-14
JNJ
7875.00%Johnson & Johnson
Shares957
Event2026-03-31
Filed2026-05-14
VRSK
0.00%Verisk Analytics Inc
Shares1.2K
Event2026-03-31
Filed2026-05-14
ROK
987.27%Rockwell Automation
Shares598
Event2026-03-31
Filed2026-05-14
GS
110.09%Goldman Sachs
Shares229
Event2026-03-31
Filed2026-05-14
COP
6478.95%ConocoPhillips
Shares1.3K
Event2026-03-31
Filed2026-05-14
Blackstone Group
-1.06%Blackstone Group
Shares1.4K
Event2026-03-31
Filed2026-05-14
FICO
-90.51%Fair Isaac Corp Com
Shares148
Event2026-03-31
Filed2026-05-14
HD
291.80%Home Depot Inc
Shares478
Event2026-03-31
Filed2026-05-14
KWR
0.00%Quaker Chemical Corp
Shares1.2K
Event2026-03-31
Filed2026-05-14
AMZN
-33.26%Amazon.com
Shares600
Event2026-03-31
Filed2026-05-14
MIAX
NewMiami Intl HLDGS Inc
Shares3.1K
Event2026-03-31
Filed2026-05-14
EW
1115.25%Edwards Lifesciences
Shares1.4K
Event2026-03-31
Filed2026-05-14
ADI
-11.60%Analog Devices
Shares358
Event2026-03-31
Filed2026-05-14
CSCO
511.06%Cisco Systems
Shares1.4K
Event2026-03-31
Filed2026-05-14
NOC
-32.22%Northrop Grumman
Shares162
Event2026-03-31
Filed2026-05-14
SPHY
0.00%SPDR Ser TR Portfli (high YLD)
Shares4.6K
Event2026-03-31
Filed2026-05-14
DLTR
4936.84%Dollar Tree Stores
Shares957
Event2026-03-31
Filed2026-05-14
SMH
0.00%Vaneck Semiconductor
Shares273
Event2026-03-31
Filed2026-05-14
T
0.00%AT&T
Shares3.6K
Event2026-03-31
Filed2026-05-14
UVSP
4345.76%Univest Financial
Shares2.6K
Event2026-03-31
Filed2026-05-14
PFE
0.00%Pfizer Inc.
Shares3.1K
Event2026-03-31
Filed2026-05-14
BMY
0.00%Bristol Myers Squibb
Shares1.4K
Event2026-03-31
Filed2026-05-14
Merck & Co Inc.
0.00%Merck & Co Inc.
Shares718
Event2026-03-31
Filed2026-05-14
AMGN
0.00%Amgen
Shares243
Event2026-03-31
Filed2026-05-14
CL
2292.50%Colgate Palmolive
Shares957
Event2026-03-31
Filed2026-05-14
WFC
-12.89%Wells Fargo & Co
Shares1.0K
Event2026-03-31
Filed2026-05-14
AFL
-10.47%Aflac Inc
Shares718
Event2026-03-31
Filed2026-05-14
TRV
-1.57%Travelers Companies
Shares250
Event2026-03-31
Filed2026-05-14
META
215.00%Facebook
Shares126
Event2026-03-31
Filed2026-05-14
PSX
0.00%Phillips 66 Com
Shares358
Event2026-03-31
Filed2026-05-14
STLD
0.00%Steel Dynamics Inc
Shares358
Event2026-03-31
Filed2026-05-14
PEP
1.07%PepsiCo
Shares377
Event2026-03-31
Filed2026-05-14
Citigroup Inc
-72.15%Citigroup Inc
Shares472
Event2026-03-31
Filed2026-05-14
V
0.57%Visa
Shares176
Event2026-03-31
Filed2026-05-14
AMP
-1.65%Ameriprise Financial
Shares119
Event2026-03-31
Filed2026-05-14
INTC
29825.00%Intel
Shares1.2K
Event2026-03-31
Filed2026-05-14
TXN
0.37%Texas Instruments
Shares270
Event2026-03-31
Filed2026-05-14
AME
0.00%Ametek
Shares239
Event2026-03-31
Filed2026-05-14
XCEM
29.05%Columbia ETF TR II Columbia Em Core Ex China ETF
Shares1.2K
Event2026-03-31
Filed2026-05-14
VZ
0.00%Verizon Communications
Shares957
Event2026-03-31
Filed2026-05-14
APH
0.00%Amphenol Corp CL-A (new) CMN Class A
Shares375
Event2026-03-31
Filed2026-05-14
CHD
0.00%Church & Dwight Co Inc
Shares478
Event2026-03-31
Filed2026-05-14
WMT
-26.99%Walmart
Shares357
Event2026-03-31
Filed2026-05-14
Eaton Corp
-58.54%Eaton Corp
Shares119
Event2026-03-31
Filed2026-05-14
AGCO
0.00%Agco Corporation
Shares358
Event2026-03-31
Filed2026-05-14
CR
-41.42%Crane Co New Com
Shares239
Event2026-03-31
Filed2026-05-14
DCI
-51.12%Donaldson
Shares478
Event2026-03-31
Filed2026-05-14
CTAS
-85.92%Cintas Corp
Shares236
Event2026-03-31
Filed2026-05-14
DINO
2747.62%HF Sinclair Corp Com
Shares598
Event2026-03-31
Filed2026-05-14
BAC
-75.46%Bank of America
Shares765
Event2026-03-31
Filed2026-05-14
HLT
-79.60%Hilton Worldwide
Shares122
Event2026-03-31
Filed2026-05-14
CVS
4245.45%CVS Health
Shares478
Event2026-03-31
Filed2026-05-14
CTVA
-79.45%Corteva Inc
Shares408
Event2026-03-31
Filed2026-05-14
NTRS
227.40%Northern Trust
Shares239
Event2026-03-31
Filed2026-05-14
AYI
0.00%Acuity Brands
Shares119
Event2026-03-31
Filed2026-05-14
LUV
0.00%Southwest Airlns Co
Shares837
Event2026-03-31
Filed2026-05-14
RF
978.38%Regions Financial
Shares1.2K
Event2026-03-31
Filed2026-05-14
SCHW
-18.98%Schwab Charles Corp
Shares303
Event2026-03-31
Filed2026-05-14
CMCSA
-22.51%Comcast
Shares957
Event2026-03-31
Filed2026-05-14
NVDA
400.00%Nvidia
Shares150
Event2026-03-31
Filed2026-05-14
VMC
-2.15%Vulcan Materials Co CMN
Shares91
Event2026-03-31
Filed2026-05-14
IQV
-98.89%Iqvia Holdings Inc CMN
Shares141
Event2026-03-31
Filed2026-05-14
IEFA
87.23%iShares Core MSCI EAFE ETF
Shares264
Event2026-03-31
Filed2026-05-14
WBD
0.00%Warner Bros Discovery Inc
Shares868
Event2026-03-31
Filed2026-05-14
Qnity Electronics Inc
0.00%Qnity Electronics Inc
Shares204
Event2026-03-31
Filed2026-05-14
HUM
2875.00%Humana Inc
Shares119
Event2026-03-31
Filed2026-05-14
DuPont De Nemours Inc
2166.67%DuPont De Nemours Inc
Shares408
Event2026-03-31
Filed2026-05-14
TMO
0.00%Thermo Fisher
Shares35
Event2026-03-31
Filed2026-05-14
UNP
233.33%Union Pacific
Shares70
Event2026-03-31
Filed2026-05-14
DOW
8060.00%Dow
Shares408
Event2026-03-31
Filed2026-05-14
UNH
900.00%Unitedhealth Group
Shares60
Event2026-03-31
Filed2026-05-14
BAX
0.00%Baxter Intl Inc
Shares957
Event2026-03-31
Filed2026-05-14
DHR
-82.43%Danaher
Shares84
Event2026-03-31
Filed2026-05-14
SPGI
2.78%S&P Global Inc Com
Shares37
Event2026-03-31
Filed2026-05-14
AEE
0.00%Ameren Corp
Shares127
Event2026-03-31
Filed2026-05-14
AMT
0.00%American Tower
Shares75
Event2026-03-31
Filed2026-05-14
MSCI
-97.97%MSCI Inc. CMN
Shares22
Event2026-03-31
Filed2026-05-14
ZTS
0.00%Zoetis Inc Com
Shares98
Event2026-03-31
Filed2026-05-14
APD
2.56%Air Products & Chemicals
Shares40
Event2026-03-31
Filed2026-05-14
FITB
61.49%Fifth Third Bancorp
Shares239
Event2026-03-31
Filed2026-05-14
CXT
0.00%Crane HLDGS Co Com
Shares239
Event2026-03-31
Filed2026-05-14
NOW
-97.77%ServiceNow
Shares90
Event2026-03-31
Filed2026-05-14
RTX
528.57%Raytheon Technologies
Shares44
Event2026-03-31
Filed2026-05-14
FXI
0.00%iShares China Largecap
Shares216
Event2026-03-31
Filed2026-05-14
Aptiv PLC New
0.00%Aptiv PLC New
Shares111
Event2026-03-31
Filed2026-05-14
AWK
0.00%American Water Works
Shares54
Event2026-03-31
Filed2026-05-14
ADBE
0.00%Adobe
Shares30
Event2026-03-31
Filed2026-05-14
EIS
-98.40%iShares MSCI Israel ETF
Shares56
Event2026-03-31
Filed2026-05-14
VTRS
0.00%Viatris Inc
Shares386
Event2026-03-31
Filed2026-05-14
MELI
0.00%Mercadolibre
Shares3
Event2026-03-31
Filed2026-05-14
Aon PLC CMN
0.00%Aon PLC CMN
Shares15
Event2026-03-31
Filed2026-05-14
Tilray Brands Inc
NewTilray Brands Inc
Shares614
Event2026-03-31
Filed2026-05-14
NKE
2.78%Nike
Shares74
Event2026-03-31
Filed2026-05-14
PLD
0.00%Prologis Inc Com
Shares29
Event2026-03-31
Filed2026-05-14
NLOP
0.00%Net Lease Office
Shares245
Event2026-03-31
Filed2026-05-14
SE
0.00%Sea Limited Ads Each
Shares36
Event2026-03-31
Filed2026-05-14
CARR
0.00%Carrier Global Corporation
Shares44
Event2026-03-31
Filed2026-05-14
VLTO
0.00%Veralto Corp
Shares27
Event2026-03-31
Filed2026-05-14
CHTR
0.00%Charter
Shares10
Event2026-03-31
Filed2026-05-14
CAT
-75.00%Caterpillar Inc
Shares3
Event2026-03-31
Filed2026-05-14
EQT Corp Com
-46.67%EQT Corp Com
Shares32
Event2026-03-31
Filed2026-05-14
EEM
-98.05%iShares MSCI Emerging Markets ETF
Shares34
Event2026-03-31
Filed2026-05-14
NRG
-91.98%NRG Energy Inc
Shares13
Event2026-03-31
Filed2026-05-14
OTIS
-69.01%Otis Worldwide
Shares22
Event2026-03-31
Filed2026-05-14
Versant Media Group Inc
NewVersant Media Group Inc
Shares38
Event2026-03-31
Filed2026-05-14
FE
-89.54%Firstenergy Corp
Shares25
Event2026-03-31
Filed2026-05-14
LMT
-96.67%Lockheed Martin
Shares2
Event2026-03-31
Filed2026-05-14
IOT
NewSamsara Inc CL A
Shares30
Event2026-03-31
Filed2026-05-14
HON
-99.16%Honeywell International
Shares4
Event2026-03-31
Filed2026-05-14
TROW
0.00%Price T Rowe Group Inc Com
Shares8
Event2026-03-31
Filed2026-05-14
OGN
373.33%Organon & Co
Shares71
Event2026-03-31
Filed2026-05-14
PARAMOUNT SKYDANCE CORP
100.00%PARAMOUNT SKYDANCE CORP
Shares24
Event2026-03-31
Filed2026-05-14
RIVN
-99.02%Rivian Automotive Inc CL A
Shares13
Event2026-03-31
Filed2026-05-14
Solstice Advanced Materials Inc
0.00%Solstice Advanced Materials Inc
Shares1
Event2026-03-31
Filed2026-05-14
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available