Q1 2025 · 13F-HR
Battery Global Advisors, LLCholdings as filed
Filed 2025-05-09 · accession 0001582272-25-000002
$179.2M
Reported value
139
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 922908769 | VTI | VANGUARD INDEX FDS | $46.3M | 25.8% | 168,537 | Common | SOLE |
| 461202103 | INTU | INTUIT | $27.8M | 15.5% | 45,350 | Common | SOLE |
| 70451X104 | PAYO | PAYONEER GLOBAL INC | $21.1M | 11.8% | 2,890,975 | Common | SOLE |
| 922908363 | VOO | VANGUARD INDEX FDS | $14.6M | 8.17% | 28,486 | Common | SOLE |
| 921943858 | VEA | VANGUARD TAX-MANAGED FDS | $14.2M | 7.92% | 279,439 | Common | SOLE |
| 922042858 | VWO | VANGUARD INTL EQUITY INDEX F | $10.5M | 5.84% | 231,245 | Common | SOLE |
| 464285204 | IAU | ISHARES GOLD TR | $6.7M | 3.74% | 113,816 | Common | SOLE |
| 78463X889 | SPDW | SPDR INDEX SHS FDS | $5.5M | 3.08% | 151,635 | Common | SOLE |
| 922908736 | VUG | VANGUARD INDEX FDS | $4.5M | 2.53% | 12,241 | Common | SOLE |
| 56167N720 | — | MANAGED PORTFOLIO SERIES | $2.5M | 1.39% | 68,388 | Common | SOLE |
| 46137V357 | RSP | INVESCO EXCHANGE TRADED FD T | $2.2M | 1.22% | 12,604 | Common | SOLE |
| 500767553 | KCCA | KRANESHARES TRUST | $2.1M | 1.19% | 128,545 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $1.5M | 0.82% | 3,933 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $1.5M | 0.82% | 6,641 | Common | SOLE |
| 06742C723 | ATMP | BARCLAYS BANK PLC | $1.4M | 0.76% | 44,227 | Common | SOLE |
| 922908637 | VV | VANGUARD INDEX FDS | $1.3M | 0.70% | 4,879 | Common | SOLE |
| 922908744 | VTV | VANGUARD INDEX FDS | $1.1M | 0.59% | 6,113 | Common | SOLE |
| 922908595 | VBK | VANGUARD INDEX FDS | $926,514 | 0.52% | 3,680 | Common | SOLE |
| 78463X509 | SPEM | SPDR INDEX SHS FDS | $880,169 | 0.49% | 22,356 | Common | SOLE |
| 922908611 | VBR | VANGUARD INDEX FDS | $846,688 | 0.47% | 4,545 | Common | SOLE |
| 22788C105 | CRWD | CROWDSTRIKE HLDGS INC | $743,239 | 0.41% | 2,108 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $652,604 | 0.36% | 4,177 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $649,488 | 0.36% | 4,200 | Common | SOLE |
| 81762P102 | NOW | SERVICENOW INC | $641,689 | 0.36% | 806 | Common | SOLE |
| 60937P106 | MDB | MONGODB INC | $629,686 | 0.35% | 3,590 | Common | SOLE |
| 443573100 | HUBS | HUBSPOT INC | $594,713 | 0.33% | 1,041 | Common | SOLE |
| 125523100 | CI | THE CIGNA GROUP | $551,404 | 0.31% | 1,676 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $513,641 | 0.29% | 1,914 | Common | SOLE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $420,890 | 0.23% | 1,716 | Common | SOLE |
| 921932505 | VOOG | VANGUARD ADMIRAL FDS INC | $387,328 | 0.22% | 1,158 | Common | SOLE |
| 92345Y106 | VRSK | VERISK ANALYTICS INC | $308,037 | 0.17% | 1,035 | Common | SOLE |
| 064058100 | BK | BANK NEW YORK MELLON CORP | $261,003 | 0.15% | 3,112 | Common | SOLE |
| 464288257 | ACWI | ISHARES TR | $246,259 | 0.14% | 2,116 | Common | SOLE |
| 92936U109 | WPC | WP CAREY INC | $233,920 | 0.13% | 3,655 | Common | SOLE |
| 464287200 | IVV | ISHARES TR | $225,970 | 0.13% | 402 | Common | SOLE |
| 55825T103 | MSGS | MADISON SQUARE GRDN SPRT COR | $210,687 | 0.12% | 1,082 | Common | SOLE |
| 09260D107 | BX | BLACKSTONE INC | $195,551 | 0.11% | 1,399 | Common | SOLE |
| 30231G102 | XOM | EXXON MOBIL CORP | $185,059 | 0.10% | 1,556 | Common | SOLE |
| 437076102 | HD | HOME DEPOT INC | $175,182 | 0.10% | 478 | Common | SOLE |
| 78468R606 | SPHY | SPDR SER TR | $169,889 | 0.09% | 7,254 | Common | SOLE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $158,709 | 0.09% | 957 | Common | SOLE |
| 773903109 | ROK | ROCKWELL AUTOMATION INC | $154,511 | 0.09% | 598 | Common | SOLE |
| 747316107 | KWR | QUAKER HOUGHTON | $147,961 | 0.08% | 1,197 | Common | SOLE |
| 20825C104 | COP | CONOCOPHILLIPS | $129,446 | 0.07% | 1,233 | Common | SOLE |
| 38141G104 | GS | GOLDMAN SACHS GROUP INC | $125,100 | 0.07% | 229 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $114,156 | 0.06% | 600 | Common | SOLE |
| 28176E108 | EW | EDWARDS LIFESCIENCES CORP | $103,936 | 0.06% | 1,434 | Common | SOLE |
| 00206R102 | T | AT&T INC | $101,553 | 0.06% | 3,591 | Common | SOLE |
| 194162103 | CL | COLGATE PALMOLIVE CO | $89,671 | 0.05% | 957 | Common | SOLE |
| 17275R102 | CSCO | CISCO SYS INC | $88,616 | 0.05% | 1,436 | Common | SOLE |
| 219350105 | GLW | CORNING INC | $87,669 | 0.05% | 1,915 | Common | SOLE |
| 110122108 | BMY | BRISTOL-MYERS SQUIBB CO | $87,582 | 0.05% | 1,436 | Common | SOLE |
| 666807102 | NOC | NORTHROP GRUMMAN CORP | $82,806 | 0.05% | 162 | Common | SOLE |
| 001055102 | AFL | AFLAC INC | $79,834 | 0.04% | 718 | Common | SOLE |
| 717081103 | PFE | PFIZER INC | $78,858 | 0.04% | 3,112 | Common | SOLE |
| 031162100 | AMGN | AMGEN INC | $75,707 | 0.04% | 243 | Common | SOLE |
| 915271100 | UVSP | UNIVEST FINANCIAL CORPORATIO | $74,388 | 0.04% | 2,623 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $72,300 | 0.04% | 125 | Common | SOLE |
| 032654105 | ADI | ANALOG DEVICES INC | $72,198 | 0.04% | 358 | Common | SOLE |
| 256746108 | DLTR | DOLLAR TREE INC | $71,842 | 0.04% | 957 | Common | SOLE |
| 949746101 | WMT2 | WELLS FARGO CO NEW | $71,790 | 0.04% | 1,000 | Common | SOLE |
| 89417E109 | TRV | TRAVELERS COMPANIES INC | $66,115 | 0.04% | 250 | Common | SOLE |
| 58933Y105 | MRK | MERCK & CO INC | $65,029 | 0.04% | 718 | Common | SOLE |
| 92826C839 | V | VISA INC | $61,075 | 0.03% | 174 | Common | SOLE |
| H8088L103 | SRAD | SPORTRADAR GROUP AG | $59,563 | 0.03% | 2,755 | Common | SOLE |
| 03076C106 | AMP | AMERIPRISE FINL INC | $57,609 | 0.03% | 119 | Common | SOLE |
| 713448108 | PEP | PEPSICO INC | $55,073 | 0.03% | 367 | Common | SOLE |
| 171340102 | CHD | CHURCH & DWIGHT CO INC | $52,623 | 0.03% | 478 | Common | SOLE |
| 172908105 | CTAS | CINTAS CORP | $48,056 | 0.03% | 234 | Common | SOLE |
| 882508104 | TXN | TEXAS INSTRS INC | $47,789 | 0.03% | 266 | Common | SOLE |
| 858119100 | STLD | STEEL DYNAMICS INC | $44,958 | 0.03% | 358 | Common | SOLE |
| 718546104 | PSX | PHILLIPS 66 | $44,206 | 0.02% | 358 | Common | SOLE |
| 92343V104 | VZ | VERIZON COMMUNICATIONS INC | $43,410 | 0.02% | 957 | Common | SOLE |
| 031100100 | AME | AMETEK INC | $41,141 | 0.02% | 239 | Common | SOLE |
| 224408104 | CR | CRANE COMPANY | $36,610 | 0.02% | 239 | Common | SOLE |
| 20030N101 | CMCSA | COMCAST CORP NEW | $35,313 | 0.02% | 957 | Common | SOLE |
| 001084102 | AGCO | AGCO CORP | $33,140 | 0.02% | 358 | Common | SOLE |
| 172967424 | C | CITIGROUP INC | $33,095 | 0.02% | 466 | Common | SOLE |
| 071813109 | BAX | BAXTER INTL INC | $32,921 | 0.02% | 957 | Common | SOLE |
| 126650100 | CVS | CVS HEALTH CORP | $32,385 | 0.02% | 478 | Common | SOLE |
| 257651109 | DCI | DONALDSON INC | $32,055 | 0.02% | 478 | Common | SOLE |
| G29183103 | ETN | EATON CORP PLC | $31,833 | 0.02% | 117 | Common | SOLE |
| 444859102 | HUM | HUMANA INC | $31,593 | 0.02% | 119 | Common | SOLE |
| 931142103 | WMT | WALMART INC | $31,425 | 0.02% | 357 | Common | SOLE |
| 00508Y102 | AYI | ACUITY BRANDS INC | $31,339 | 0.02% | 119 | Common | SOLE |
| 060505104 | BAC | BANK AMERICA CORP | $31,222 | 0.02% | 748 | Common | SOLE |
| 26614N102 | DD | DUPONT DE NEMOURS INC | $30,469 | 0.02% | 408 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $30,344 | 0.02% | 58 | Common | SOLE |
| 844741108 | LUV | SOUTHWEST AIRLS CO | $28,257 | 0.02% | 837 | Common | SOLE |
| 43300A203 | HLT | HILTON WORLDWIDE HLDGS INC | $27,761 | 0.02% | 122 | Common | SOLE |
| 458140100 | INTC | INTEL CORP | $27,184 | 0.02% | 1,197 | Common | SOLE |
| 7591EP100 | RF | REGIONS FINANCIAL CORP NEW | $26,310 | 0.01% | 1,197 | Common | SOLE |
| 22052L104 | CTVA | CORTEVA INC | $25,675 | 0.01% | 408 | Common | SOLE |
| 46266C105 | IQV | IQVIA HLDGS INC | $24,858 | 0.01% | 141 | Common | SOLE |
| 032095101 | APH | AMPHENOL CORP NEW | $24,488 | 0.01% | 372 | Common | SOLE |
| 665859104 | NTRS | NORTHERN TR CORP | $23,757 | 0.01% | 239 | Common | SOLE |
| 808513105 | SCHW | SCHWAB CHARLES CORP | $23,409 | 0.01% | 299 | Common | SOLE |
| 929160109 | VMC | VULCAN MATLS CO | $21,154 | 0.01% | 91 | Common | SOLE |
| 403949100 | DINO | HF SINCLAIR CORP | $19,662 | 0.01% | 598 | Common | SOLE |
| 78409V104 | SPGI | S&P GLOBAL INC | $18,432 | 0.01% | 36 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $17,467 | 0.01% | 35 | Common | SOLE |
| 235851102 | DHR | DANAHER CORPORATION | $17,097 | 0.01% | 83 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $16,262 | 0.01% | 150 | Common | SOLE |
| 907818108 | UNP | UNION PAC CORP | $16,192 | 0.01% | 69 | Common | SOLE |
| 98978V103 | ZTS | ZOETIS INC | $15,930 | 0.01% | 97 | Common | SOLE |
| 03027X100 | AMT | AMERICAN TOWER CORP NEW | $15,820 | 0.01% | 73 | Common | SOLE |
| 260557103 | DOW | DOW INC | $14,247 | 0.01% | 408 | Common | SOLE |
| 023608102 | AEE | AMEREN CORP | $12,436 | 0.01% | 124 | Common | SOLE |
| 224441105 | CXT | CRANE NXT CO | $12,285 | 0.01% | 239 | Common | SOLE |
| 55354G100 | MSCI | MSCI INC | $12,016 | 0.01% | 21 | Common | SOLE |
| 00724F101 | ADBE | ADOBE INC | $11,506 | 0.01% | 30 | Common | SOLE |
| 009158106 | APD | AIR PRODS & CHEMS INC | $11,407 | 0.01% | 39 | Common | SOLE |
| 316773100 | FITB | FIFTH THIRD BANCORP | $9,457 | 0.01% | 239 | Common | SOLE |
| 934423104 | WBD | WARNER BROS DISCOVERY INC | $9,314 | 0.01% | 868 | Common | SOLE |
| 030420103 | AWK | AMERICAN WTR WKS CO INC NEW | $7,844 | 0.00% | 53 | Common | SOLE |
| 64110Y108 | NLOP | NET LEASE OFFICE PROPERTIES | $7,688 | 0.00% | 245 | Common | SOLE |
| 464287184 | FXI | ISHARES TR | $7,554 | 0.00% | 211 | Common | SOLE |
| G3265R107 | APTV | APTIV PLC | $6,605 | 0.00% | 111 | Common | SOLE |
| G0403H108 | AON | AON PLC | $6,019 | 0.00% | 15 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $5,853 | 0.00% | 3 | Common | SOLE |
| 75513E101 | RTX | RTX CORPORATION | $5,828 | 0.00% | 44 | Common | SOLE |
| 81141R100 | SE | SEA LTD | $4,698 | 0.00% | 36 | Common | SOLE |
| 654106103 | NKE | NIKE INC | $4,601 | 0.00% | 72 | Common | SOLE |
| 464286632 | EIS | ISHARES INC | $4,164 | 0.00% | 56 | Common | SOLE |
| 88688T100 | TLRYEUR | TILRAY BRANDS INC | $4,042 | 0.00% | 6,148 | Common | SOLE |
| 16119P108 | CHTR | CHARTER COMMUNICATIONS INC N | $3,685 | 0.00% | 10 | Common | SOLE |
| 464287234 | EEM | ISHARES TR | $3,538 | 0.00% | 81 | Common | SOLE |
| 92556V106 | VTRS | VIATRIS INC | $3,362 | 0.00% | 386 | Common | SOLE |
| 74340W103 | PLD | PROLOGIS INC. | $3,124 | 0.00% | 28 | Common | SOLE |
| 14448C104 | CARR | CARRIER GLOBAL CORPORATION | $2,790 | 0.00% | 44 | Common | SOLE |
| 92338C103 | VLTO | VERALTO CORP | $2,642 | 0.00% | 27 | Common | SOLE |
| 68902V107 | OTIS | OTIS WORLDWIDE CORP | $2,270 | 0.00% | 22 | Common | SOLE |
| 26884L109 | EQT | EQT CORP | $1,710 | 0.00% | 32 | Common | SOLE |
| 629377508 | NRG | NRG ENERGY INC | $1,241 | 0.00% | 13 | Common | SOLE |
| 68622V106 | OGN | ORGANON & CO | $1,057 | 0.00% | 71 | Common | SOLE |
| 337932107 | FE | FIRSTENERGY CORP | $1,011 | 0.00% | 25 | Common | SOLE |
| 438516106 | HON | HONEYWELL INTL INC | $847 | 0.00% | 4 | Common | SOLE |
| 92556H107 | PARAA | PARAMOUNT GLOBAL | $287 | 0.00% | 24 | Common | SOLE |
| 76954A103 | RIVN | RIVIAN AUTOMOTIVE INC | $162 | 0.00% | 13 | 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.