13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001582272
Total reported value
$199.8M
$199.8M
133 檔
66.7%
As reported in its official Q4 2024 Form 13F filing, Battery Global Advisors, LLC's tracked investment portfolio stood at $199.8M with 133 total positions.
In Q4 2024, Battery Global Advisors, LLC displayed an active expansion posture, initiating 1 new positions and adding to 30 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 24.42% | +1.34% | +5.47% | |
| 2 | PAYO | Payoneer Global Inc | Stock-Other | 16.59% | +1.02% | — | |
| 3 | INTU | Intuit Inc | Stock-Tech | 15.24% | -4.38% | -6.59% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 8.21% | +0.83% | — | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.76% | +0.17% | +12.30% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.21% | +0.18% | +9.31% | |
| 7 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.77% | +0.11% | +0.49% | |
| 8 | IAU | Ishares Gold Trust | ETF-Commodities | 2.73% | -0.89% | +15.99% | |
| 9 | VUG | Vanguard Growth ETF | ETF-Other | 2.69% | +0.30% | — | |
| 10 | TPYP | Tortoise North American Pipeline Fund | Stock-Other | 1.26% | — | — | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.18% | +0.33% | +0.34% | |
| 12 | KCCA | Kraneshares California Carbo | ETF-Other | 1.02% | +0.06% | -4.88% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 0.89% | +0.05% | +0.05% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 0.89% | -0.04% | +0.05% | |
| 15 | VV | Vanguard Large-cap ETF | ETF-Other | 0.70% | +0.06% | — | |
| 16 | ATMP | Ipath Select Mlp Etn | ETF-Other | 0.66% | -0.01% | +14.66% | |
| 17 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.65% | — | +18.94% | |
| 18 | VTV | Vanguard Value ETF | ETF-Other | 0.55% | +0.03% | — | |
| 19 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.55% | +0.07% | — | |
| 20 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.48% | +0.02% | — | |
| 21 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.46% | +0.02% | — | |
| 22 | NOW | Servicenow Inc | Stock-Tech | 0.46% | -0.01% | — | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.43% | +0.10% | +0.02% | |
| 24 | HUBS | Hubspot Inc | Stock-Tech | 0.39% | — | — | |
| 25 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.39% | +0.37% | — | |
| 26 | CRM | Salesforce Inc | Stock-Tech | 0.34% | — | — | |
| 27 | MDB | Mongodb Inc | Stock-Tech | 0.25% | — | -2.20% | |
| 28 | CI | THE Cigna Group | Stock-Healthcare | 0.25% | -0.01% | — | |
| 29 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.23% | +0.04% | — | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.22% | +0.01% | — | |
| 31 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.16% | +0.01% | +0.44% | |
| 32 | VRSK | Verisk Analytics Inc | Stock-Industrials | 0.15% | -0.02% | — | |
| 33 | MSGS | Madison Square Garden Sports | Stock-Comm Services | 0.13% | -0.08% | +73.12% | |
| 34 | BX | Blackstone Inc | Stock-Financials | 0.13% | -0.01% | +0.07% | |
| 35 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.13% | +0.03% | — | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.13% | +0.02% | — | |
| 37 | WPC | Wp Carey Inc | Stock-Real Estate | 0.11% | -0.01% | — | |
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 0.10% | — | — | |
| 39 | ROK | Rockwell Automation Inc | Stock-Industrials | 0.09% | +0.03% | — | |
| 40 | KWR | Quaker Chemical Corporation | Stock-Other | 0.09% | +0.02% | — | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.09% | -0.03% | +0.06% | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.07% | -0.01% | — | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.07% | — | — | |
| 44 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.07% | +0.02% | — | |
| 45 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.07% | -0.01% | -42.26% | |
| 46 | COP | Conocophillips | Stock-Energy | 0.07% | -0.02% | +0.33% | |
| 47 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.06% | — | — | |
| 48 | GLW | Corning Inc | Stock-Tech | 0.05% | +0.10% | — | |
| 49 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.05% | — | — | |
| 50 | CSCO | Cisco Systems Inc | Stock-Tech | 0.05% | +0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PAYO | Payoneer Global Inc | +3.9% | — | Unchanged |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +1.4% | +5.47% | Add |
| 3 | IAU | Ishares Gold Trust | +0.3% | +15.99% | Add |
| 4 | VUG | Vanguard Growth ETF | +0.1% | — | Unchanged |
| 5 | ATMP | Ipath Select Mlp Etn | +0.1% | +14.66% | Add |
| 6 | TPYP | Tortoise North American Pipeline Fund | +0.1% | — | Unchanged |
| 7 | HUBS | Hubspot Inc | +0.1% | — | Unchanged |
| 8 | NOW | Servicenow Inc | +0.1% | — | Unchanged |
| 9 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | — | Unchanged |
| 10 | MSGS | Madison Square Garden Sports | +0.1% | +73.12% | Add |
| 11 | AAPL | Apple Inc | +0.1% | +0.05% | Add |
| 12 | CRM | Salesforce Inc | +0.1% | — | Unchanged |
| 13 | GOOG | Alphabet Inc-cl C | +0.1% | +0.02% | Add |
| 14 | IBB | Ishares Biotechnology ETF | 0% | +18.94% | Add |
| 15 | VOO | Vanguard S&p 500 ETF | 0% | — | Unchanged |
| 16 | JPM | Jpmorgan Chase & Co | 0% | — | Unchanged |
| 17 | VBK | Vanguard Small-cap Grwth ETF | 0% | — | Unchanged |
| 18 | BX | Blackstone Inc | 0% | +0.07% | Add |
| 19 | VOOG | Vanguard S&p 500 Growth ETF | 0% | — | Unchanged |
| 20 | AMZN | Amazon.com Inc | 0% | — | Unchanged |
| 21 | GS | Goldman Sachs Group Inc | 0% | — | Unchanged |
| 22 | BNY | Bank Of New York Mellon CORP | 0% | — | Unchanged |
| 23 | WFC | Wells Fargo & Co | 0% | — | Unchanged |
| 24 | EW | Edwards Lifesciences CORP | 0% | — | Unchanged |
| 25 | CSCO | Cisco Systems Inc | 0% | — | Unchanged |
| 26 | LUV | Southwest Airlines Co | 0% | — | Unchanged |
| 27 | VEA | Vanguard Ftse Developed ETF | — | +12.30% | Add |
| 28 | VV | Vanguard Large-cap ETF | — | — | Unchanged |
| 29 | CL | Colgate-palmolive Co | — | — | Unchanged |
| 30 | ROK | Rockwell Automation Inc | — | — | Unchanged |
| 31 | MRK | Merck & Co. Inc. | — | — | Unchanged |
| 32 | BAX | Baxter International Inc | — | — | Unchanged |
| 33 | APTV | Aptiv PLC | — | EXIT | Sold out |
| 34 | VRSK | Verisk Analytics Inc | — | — | Unchanged |
| 35 | HUM | Humana Inc | — | — | Unchanged |
| 36 | AMP | Ameriprise Financial Inc | — | — | Unchanged |
| 37 | V | Visa Inc-class A Shares | — | — | Unchanged |
| 38 | COP | Conocophillips | — | +0.33% | Add |
| 39 | BMY | Bristol-myers Squibb Co | — | — | Unchanged |
| 40 | APTV | Aptiv PLC | — | NEW | New buy |
| 41 | ADI | Analog Devices Inc | — | — | Unchanged |
| 42 | PEP | Pepsico Inc | — | — | Unchanged |
| 43 | AFL | Aflac Inc | — | — | Unchanged |
| 44 | DOW | Dow Inc | — | — | Unchanged |
| 45 | DINO | Hf Sinclair CORP | — | — | Unchanged |
| 46 | 6D8 | Dupont De Nemours Inc | — | — | Unchanged |
| 47 | VTWO | Vanguard Russell 2000 ETF | — | +116.67% | Add |
| 48 | CTLTEUR | Catalent Inc | — | EXIT | Sold out |
| 49 | IVV | Ishares Core S&p 500 ETF | — | — | Unchanged |
| 50 | TXN | Texas Instruments Inc | — | +0.38% | Add |
According to official SEC Form 13F filings, Battery Global Advisors, LLC reported a total U.S. public equity portfolio value of $199.8M across 133 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, PAYO, INTU) accounted for 66.7% of total reported equity market value during Q4 2024.
Top New Position Initiated
APTV
市值: $6.7K
Top Position Liquidated / Trimmed
DDOG
前期市值: $8.1M
During Q4 2024, Battery Global Advisors, LLC's top holdings by market value included VTI (24.4%)、PAYO (16.6%)、INTU (15.2%). The largest single position, VTI, represented 24.4% of total portfolio value.
In Q4 2024, Battery Global Advisors, LLC made 38 total portfolio adjustments, initiating 1 new buys, adding to 30 positions, trimming 4 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.