BG
| |
Battery Global Advisors, LLC13F | |
| Battery Global Advisors, LLC | |
| Last update 2025-05-09 | 139 Stocks (10 new) |
| Value $179.00 Mil | Turnover 4 % |
Battery Global Advisors, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTI | Vanguard Total Stock Market ETF | 168,537 | 46,320.6 | +6.92% | 25.840 | +1.67% | 0.010 | +18.95% | +8.50% | 478,431.4 | ||
INTU | Intuit Inc | 45,350 | 27,844.3 | 0% | 15.530 | 0% | 0.020 | +30.37% | +24.06% | 216,462.9 | Software | |
PAYO | Payoneer Global Inc | 2,890,975 | 21,133.0 | -6.47% | 11.790 | -1.07% | 0.800 | +2.41% | -32.17% | 2,463.0 | Software | |
VOO | Vanguard S&P 500 ETF | 28,486 | 14,639.2 | 0% | 8.170 | 0% | 0.000 | +18.82% | +8.89% | 663,622.4 | ||
VEA | Vanguard FTSE Developed Markets ETF | 279,439 | 14,203.9 | +5.65% | 7.920 | +0.42% | 0.010 | +14.16% | +23.88% | 163,588.6 | ||
VWO | Vanguard FTSE Emerging Markets ETF | 231,245 | 10,466.1 | +4.59% | 5.840 | +0.26% | 0.010 | +15.56% | +16.78% | 86,562.3 | ||
IAU | iShares Gold Trust | 113,816 | 6,710.6 | +10.23% | 3.740 | +0.35% | 0.020 | +2.88% | +29.09% | 48,710.5 | ||
SPDW |
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
| 151,635 | 5,521.0 | 0% | 3.080 | 0% | 0.020 | +14.40% | +23.92% | 27,862.8 | ||
VUG | Vanguard Growth ETF | 12,241 | 4,539.0 | 0% | 2.530 | 0% | 0.000 | +25.10% | +10.01% | 165,393.5 | ||
TPYP |
Tortoise North American Pipeline Fund ETF
Tortoise North American Pipeline Fund ETF
| 68,388 | 2,487.3 | 0% | 1.390 | 0% | 0.340 | +1.57% | +4.64% | 704.8 |
Battery Global Advisors, LLC's Historical Top Holdings Breakdowns
Battery Global Advisors, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VTI | Vanguard Total Stock Market ETF | 2025-03-31 | Add Add | +1.67% | 271.18 ($290.53) 303.12 | $312.41 | 7.53% | Add 6.92% | 168,537 | 10,903 | |
PAYO | Payoneer Global Inc | 2025-03-31 | Reduce Reduce | -1.07% | 7.04 ($9.33) 11.04 | $6.81 | -27.01% | Reduce -6.47% | 2,890,975 | -200,000 | |
IBB | iShares Biotechnology ETF | 2025-03-31 | Sold Out Sold Out | -0.65% | 127.9 ($135.6) 142.33 | $135.13 | -0.35% | Sold Out | 0 | -9,233 | |
VEA | Vanguard FTSE Developed Markets ETF | 2025-03-31 | Add Add | +0.42% | 47.4 ($50.6) 52.99 | $58.50 | 15.61% | Add 5.65% | 279,439 | 14,939 | |
GOOGL | Alphabet Inc | 2025-03-31 | New Buy New Buy | +0.36% | 154.33 ($181.36) 206.38 | $190.23 | 4.89% | New holding | 4,200 | 4,200 | |
IAU | iShares Gold Trust | 2025-03-31 | Add Add | +0.35% | 49.74 ($54.09) 58.96 | $63.91 | 18.15% | Add 10.23% | 113,816 | 10,564 | |
KCCA |
Kraneshares California Carbon Allowance Strategy ETF
Kraneshares California Carbon Allowance Strategy ETF
| 2025-03-31 | Add Add | +0.29% | 16.1 ($17.18) 19.89 | $15.39 | -10.42% | Add 31.95% | 128,545 | 31,124 | |
VWO | Vanguard FTSE Emerging Markets ETF | 2025-03-31 | Add Add | +0.26% | 42.5 ($45.01) 46.71 | $51.23 | 13.82% | Add 4.59% | 231,245 | 10,155 | |
MDB | MongoDB Inc | 2025-03-31 | Add Add | +0.15% | 175.4 ($243.68) 298.52 | $228.25 | -6.33% | Add 75.55% | 3,590 | 1,545 | |
ACWI | iShares MSCI ACWI Index Fund | 2025-03-31 | Reduce Reduce | -0.03% | 115.16 ($119.81) 124.13 | $131.90 | 10.09% | Reduce -16.13% | 2,116 | -407 |
Battery Global Advisors, LLC Total Holding History ($B)
Battery Global Advisors, LLC's Asset Allocation
Battery Global Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Battery Global Advisors, LLC's Hypothetical Growth since 2025-03-31
Battery Global Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Battery Global Advisors, LLC's Holdings Heat Map
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Battery Global Advisors, LLC's Holdings Bubble Chart
Battery Global Advisors, LLC News
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