Q4 2024 · 13F-HR
Battery Global Advisors, LLCholdings as filed
Filed 2025-02-14 · accession 0001582272-25-000001
$187.1M
Reported value
133
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 922908769 | VTI | Vanguard Total US Stock Market ETF | $45.7M | 24.4% | 157,634 | Common | SOLE |
| 70451X104 | PAYO | Payoneer Global Inc | $31.0M | 16.6% | 3,090,975 | Common | SOLE |
| 461202103 | INTU | Intuit Com | $28.5M | 15.2% | 45,350 | Common | SOLE |
| 922908363 | VOO | Vanguard S&P 500 ETF | $15.3M | 8.21% | 28,486 | Common | SOLE |
| 921943858 | VEA | Vanguard FTSE Developed Markets ETF | $12.6M | 6.76% | 264,500 | Common | SOLE |
| 922042858 | VWO | Vanguard FTSE Emerging Markets ETF | $9.7M | 5.21% | 221,090 | Common | SOLE |
| 78463X889 | SPDW | SPDR Portfolio (developed World Ex-US Etf) | $5.2M | 2.77% | 151,635 | Common | SOLE |
| 464285204 | IAU | iShares Gold Trust | $5.1M | 2.73% | 103,252 | Common | SOLE |
| 922908736 | VUG | Vanguard Growth Index Fund ETF | $5.0M | 2.69% | 12,241 | Common | SOLE |
| 56167N720 | — | Tortoise North American Pipeline Fund | $2.4M | 1.26% | 68,388 | Common | SOLE |
| 46137V357 | RSP | Invesco Exchange (traded FD TR S&P500 Eql WGT) | $2.2M | 1.18% | 12,544 | Common | SOLE |
| 500767553 | KCCA | KraneShares California Carbon Allowance ETF | $1.9M | 1.02% | 97,421 | Common | SOLE |
| 037833100 | AAPL | Apple | $1.7M | 0.89% | 6,638 | Common | SOLE |
| 594918104 | MSFT | Microsoft | $1.7M | 0.89% | 3,931 | Common | SOLE |
| 922908637 | VV | Vanguard Large-Cap (index Fund) | $1.3M | 0.70% | 4,879 | Common | SOLE |
| 06742C723 | ATMP | Barclays Select MLP ETN | $1.2M | 0.66% | 43,797 | Common | SOLE |
| 464287556 | IBB | iShares Nasdaq Biotechnology ETF | $1.2M | 0.65% | 9,233 | Common | SOLE |
| 922908744 | VTV | Vanguard Value Index Fund ETF | $1.0M | 0.55% | 6,113 | Common | SOLE |
| 922908595 | VBK | Vanguard Small-Cap Growth ETF | $1.0M | 0.55% | 3,680 | Common | SOLE |
| 922908611 | VBR | Vanguard Small-Cap Value ETF | $900,728 | 0.48% | 4,545 | Common | SOLE |
| 78463X509 | SPEM | SPDR Portfolio (emerging Markets Etf) | $857,812 | 0.46% | 22,356 | Common | SOLE |
| 81762P102 | NOW | ServiceNow | $854,457 | 0.46% | 806 | Common | SOLE |
| 02079K107 | GOOG | Alphabet (Google) Class C | $795,397 | 0.43% | 4,177 | Common | SOLE |
| 443573100 | HUBS | Hubspot Inc | $725,338 | 0.39% | 1,041 | Common | SOLE |
| 22788C105 | CRWD | Crowdstrike | $721,273 | 0.39% | 2,108 | Common | SOLE |
| 79466L302 | CRM | Salesforce | $640,673 | 0.34% | 1,914 | Common | SOLE |
| 60937P106 | MDB | MongoDB | $476,096 | 0.25% | 2,045 | Common | SOLE |
| 125523100 | CI | CIGNA | $462,811 | 0.25% | 1,676 | Common | SOLE |
| 921932505 | VOOG | Vanguard S&P 500 Growth ETF | $423,897 | 0.23% | 1,158 | Common | SOLE |
| 46625H100 | JPM | JPMorgan Chase & Co | $411,167 | 0.22% | 1,715 | Common | SOLE |
| 464288257 | ACWI | iShares MSCI ACWI ETF | $296,408 | 0.16% | 2,523 | Common | SOLE |
| 92345Y106 | VRSK | Verisk Analytics Inc | $285,070 | 0.15% | 1,035 | Common | SOLE |
| 55825T103 | MSGS | MSG Networks | $244,186 | 0.13% | 1,082 | Common | SOLE |
| 09260D107 | BX | Blackstone Group | $240,911 | 0.13% | 1,397 | Common | SOLE |
| 064058100 | BK | Bank New York | $239,095 | 0.13% | 3,112 | Common | SOLE |
| 464287200 | IVV | iShares Core S&P 500 ETF | $236,575 | 0.13% | 402 | Common | SOLE |
| 92936U109 | WPC | WP Carey Inc | $202,341 | 0.11% | 3,655 | Common | SOLE |
| 437076102 | HD | Home Depot Inc | $185,937 | 0.10% | 478 | Common | SOLE |
| 773903109 | ROK | Rockwell Automation | $170,902 | 0.09% | 598 | Common | SOLE |
| 747316107 | KWR | Quaker Chemical Corp | $168,490 | 0.09% | 1,197 | Common | SOLE |
| 30231G102 | XOM | Exxon Mobil | $167,267 | 0.09% | 1,555 | Common | SOLE |
| 478160104 | JNJ | Johnson & Johnson | $138,401 | 0.07% | 957 | Common | SOLE |
| 023135106 | AMZN | Amazon.com | $131,634 | 0.07% | 600 | Common | SOLE |
| 38141G104 | GS | Goldman Sachs | $131,130 | 0.07% | 229 | Common | SOLE |
| 78468R606 | SPHY | SPDR Ser TR Portfli (high YLD) | $123,311 | 0.07% | 5,254 | Common | SOLE |
| 20825C104 | COP | ConocoPhillips | $121,832 | 0.07% | 1,229 | Common | SOLE |
| 28176E108 | EW | Edwards Lifesciences | $106,159 | 0.06% | 1,434 | Common | SOLE |
| 219350105 | GLW | Corning Inc | $91,001 | 0.05% | 1,915 | Common | SOLE |
| 194162103 | CL | Colgate Palmolive | $87,001 | 0.05% | 957 | Common | SOLE |
| 17275R102 | CSCO | Cisco Systems | $85,011 | 0.05% | 1,436 | Common | SOLE |
| 717081103 | PFE | Pfizer Inc. | $82,561 | 0.04% | 3,112 | Common | SOLE |
| 00206R102 | T | AT&T | $81,767 | 0.04% | 3,591 | Common | SOLE |
| 110122108 | BMY | Bristol Myers Squibb | $81,220 | 0.04% | 1,436 | Common | SOLE |
| 915271100 | UVSP | Univest Financial | $77,405 | 0.04% | 2,623 | Common | SOLE |
| 032654105 | ADI | Analog Devices | $76,061 | 0.04% | 358 | Common | SOLE |
| 666807102 | NOC | Northrop Grumman | $75,813 | 0.04% | 162 | Common | SOLE |
| 001055102 | AFL | Aflac Inc | $74,270 | 0.04% | 718 | Common | SOLE |
| 30303M102 | META | $73,386 | 0.04% | 125 | Common | SOLE | |
| 58933Y105 | MRK | Merck & Co Inc. | $72,008 | 0.04% | 718 | Common | SOLE |
| 256746108 | DLTR | Dollar Tree Stores | $71,718 | 0.04% | 957 | Common | SOLE |
| 949746101 | WMT2 | Wells Fargo & Co | $70,240 | 0.04% | 1,000 | Common | SOLE |
| 03076C106 | AMP | Ameriprise Financial | $63,359 | 0.03% | 119 | Common | SOLE |
| 031162100 | AMGN | Amgen | $62,293 | 0.03% | 239 | Common | SOLE |
| 89417E109 | TRV | Travelers Companies | $60,223 | 0.03% | 250 | Common | SOLE |
| 713448108 | PEP | PepsiCo | $55,671 | 0.03% | 363 | Common | SOLE |
| 92826C839 | V | Visa | $54,986 | 0.03% | 174 | Common | SOLE |
| 224408104 | CR | Crane Co New Com | $50,183 | 0.03% | 478 | Common | SOLE |
| 171340102 | CHD | Church & Dwight Co Inc | $50,051 | 0.03% | 478 | Common | SOLE |
| 882508104 | TXN | Texas Instruments | $49,659 | 0.03% | 265 | Common | SOLE |
| 031100100 | AME | Ametek | $43,082 | 0.02% | 239 | Common | SOLE |
| 172908105 | CTAS | Cintas Corp | $42,631 | 0.02% | 233 | Common | SOLE |
| 858119100 | STLD | Steel Dynamics Inc | $41,002 | 0.02% | 358 | Common | SOLE |
| 718546104 | PSX | Phillips 66 Com | $40,787 | 0.02% | 358 | Common | SOLE |
| G29183103 | ETN | Eaton Corp | $38,715 | 0.02% | 117 | Common | SOLE |
| 92343V104 | VZ | Verizon Communications | $38,270 | 0.02% | 957 | Common | SOLE |
| 00508Y102 | AYI | Acuity Brands | $34,763 | 0.02% | 119 | Common | SOLE |
| 001084102 | AGCO | Agco Corporation | $33,466 | 0.02% | 358 | Common | SOLE |
| 172967424 | C | Citigroup Inc | $32,709 | 0.02% | 465 | Common | SOLE |
| 060505104 | BAC | Bank of America | $32,684 | 0.02% | 744 | Common | SOLE |
| 931142103 | WMT | Walmart | $32,329 | 0.02% | 357 | Common | SOLE |
| 257651109 | DCI | Donaldson | $32,193 | 0.02% | 478 | Common | SOLE |
| 26614N102 | DD | DuPont De Nemours Inc | $31,110 | 0.02% | 408 | Common | SOLE |
| 444859102 | HUM | Humana Inc | $30,297 | 0.02% | 119 | Common | SOLE |
| 43300A203 | HLT | Hilton Worldwide | $30,154 | 0.02% | 122 | Common | SOLE |
| 91324P102 | UNH | Unitedhealth Group | $29,184 | 0.02% | 58 | Common | SOLE |
| 7591EP100 | RF | Regions Financial | $28,453 | 0.02% | 1,197 | Common | SOLE |
| 844741108 | LUV | Southwest Airlns Co | $28,291 | 0.02% | 837 | Common | SOLE |
| 071813109 | BAX | Baxter Intl Inc | $28,069 | 0.02% | 957 | Common | SOLE |
| 46266C105 | IQV | Iqvia Holdings Inc CMN | $27,708 | 0.01% | 141 | Common | SOLE |
| 032095101 | APH | Amphenol Corp CL-A (new) CMN Class A | $25,865 | 0.01% | 372 | Common | SOLE |
| 665859104 | NTRS | Northern Trust | $24,677 | 0.01% | 239 | Common | SOLE |
| 458140100 | INTC | Intel | $24,000 | 0.01% | 1,197 | Common | SOLE |
| 929160109 | VMC | Vulcan Materials Co CMN | $23,275 | 0.01% | 90 | Common | SOLE |
| 22052L104 | CTVA | Corteva Inc | $23,240 | 0.01% | 408 | Common | SOLE |
| 808513105 | SCHW | Schwab Charles Corp | $22,057 | 0.01% | 298 | Common | SOLE |
| 126650100 | CVS | CVS Health | $21,457 | 0.01% | 478 | Common | SOLE |
| 403949100 | DINO | HF Sinclair Corp Com | $20,960 | 0.01% | 598 | Common | SOLE |
| 67066G104 | NVDA | Nvidia Corp | $20,148 | 0.01% | 150 | Common | SOLE |
| 235851102 | DHR | Danaher | $19,114 | 0.01% | 83 | Common | SOLE |
| 883556102 | TMO | Thermo Fisher | $18,247 | 0.01% | 35 | Common | SOLE |
| 78409V104 | SPGI | S&P Global Inc Com | $18,031 | 0.01% | 36 | Common | SOLE |
| 260557103 | DOW | Dow | $16,373 | 0.01% | 408 | Common | SOLE |
| 98978V103 | ZTS | Zoetis Inc Com | $15,717 | 0.01% | 96 | Common | SOLE |
| 907818108 | UNP | Union Pacific | $15,541 | 0.01% | 68 | Common | SOLE |
| 00724F101 | ADBE | Adobe | $13,340 | 0.01% | 30 | Common | SOLE |
| 03027X100 | AMT | American Tower | $13,336 | 0.01% | 72 | Common | SOLE |
| 55354G100 | MSCI | MSCI Inc. CMN | $12,710 | 0.01% | 21 | Common | SOLE |
| 009158106 | APD | Air Products & Chemicals | $11,154 | 0.01% | 38 | Common | SOLE |
| 023608102 | AEE | Ameren Corp | $10,963 | 0.01% | 123 | Common | SOLE |
| 316773100 | FITB | Fifth Third Bancorp | $10,193 | 0.01% | 239 | Common | SOLE |
| 92206C664 | VTWO | Vanguard Scottsdale | $9,250 | 0.00% | 104 | Common | SOLE |
| 934423104 | WBD | Warner Bros Discovery Inc | $9,175 | 0.00% | 868 | Common | SOLE |
| 88688T100 | TLRYEUR | Tilray Brands Inc | $8,177 | 0.00% | 6,148 | Common | SOLE |
| 64110Y108 | NLOP | Net Lease Office | $7,646 | 0.00% | 245 | Common | SOLE |
| G3265R107 | APTV | Aptiv PLC New | $6,713 | 0.00% | 111 | Common | SOLE |
| 030420103 | AWK | American Water Works | $6,583 | 0.00% | 53 | Common | SOLE |
| 464287184 | FXI | iShares China Largecap | $6,416 | 0.00% | 211 | Common | SOLE |
| 654106103 | NKE | Nike | $5,450 | 0.00% | 72 | Common | SOLE |
| G0403H108 | AON | Aon PLC CMN | $5,408 | 0.00% | 15 | Common | SOLE |
| 58733R102 | MELI | Mercadolibre | $5,101 | 0.00% | 3 | Common | SOLE |
| 75513E101 | RTX | Raytheon Technologies | $5,092 | 0.00% | 44 | Common | SOLE |
| 92556V106 | VTRS | Viatris Inc | $4,806 | 0.00% | 386 | Common | SOLE |
| 81141R100 | SE | Sea Limited Ads Each | $3,820 | 0.00% | 36 | Common | SOLE |
| 16119P108 | CHTR | Charter | $3,428 | 0.00% | 10 | Common | SOLE |
| 464287234 | EEM | iShares MSCI Emerging Markets ETF | $3,386 | 0.00% | 81 | Common | SOLE |
| 14448C104 | CARR | Carrier Global Corporation | $3,013 | 0.00% | 44 | Common | SOLE |
| 74340W103 | PLD | Prologis Inc Com | $2,927 | 0.00% | 28 | Common | SOLE |
| 92338C103 | VLTO | Veralto Corp | $2,758 | 0.00% | 27 | Common | SOLE |
| 68902V107 | OTIS | Otis Worldwide | $2,037 | 0.00% | 22 | Common | SOLE |
| 315948109 | FBTC | Fidelity Wise Origin (bitcoin Fund) | $1,938 | 0.00% | 24 | Common | SOLE |
| H8088L103 | SRAD | Sportradar Group AG | $1,647 | 0.00% | 95 | Common | SOLE |
| 31613E103 | FETH | Fidelity Ethereum (fund) | $1,066 | 0.00% | 32 | Common | SOLE |
| 68622V106 | OGN | Organon & Co | $1,059 | 0.00% | 71 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.