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 | +23.44% | +7.97% | 479,359.9 | ||
INTU | Intuit Inc | 45,350 | 27,844.3 | 0% | 15.530 | 0% | 0.020 | +34.69% | +22.32% | 213,429.3 | Software | |
PAYO | Payoneer Global Inc | 2,890,975 | 21,133.0 | -6.47% | 11.790 | -1.07% | 0.800 | +11.79% | -31.52% | 2,486.5 | Software | |
VOO | Vanguard S&P 500 ETF | 28,486 | 14,639.2 | 0% | 8.170 | 0% | 0.000 | +23.24% | +8.41% | 664,751.6 | ||
VEA | Vanguard FTSE Developed Markets ETF | 279,439 | 14,203.9 | +5.65% | 7.920 | +0.42% | 0.010 | +14.06% | +21.03% | 159,040.3 | ||
VWO | Vanguard FTSE Emerging Markets ETF | 231,245 | 10,466.1 | +4.59% | 5.840 | +0.26% | 0.010 | +17.63% | +15.90% | 87,562.6 | ||
IAU | iShares Gold Trust | 113,816 | 6,710.6 | +10.23% | 3.740 | +0.35% | 0.020 | -0.89% | +29.30% | 48,362.1 | ||
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 | +14.23% | +20.93% | 27,189.3 | ||
VUG | Vanguard Growth ETF | 12,241 | 4,539.0 | 0% | 2.530 | 0% | 0.000 | +31.99% | +10.27% | 168,278.7 | ||
TPYP |
Tortoise North American Pipeline Fund ETF
Tortoise North American Pipeline Fund ETF
| 68,388 | 2,487.3 | 0% | 1.390 | 0% | 0.340 | +3.51% | +4.61% | 704.7 |
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 | $310.88 | 7.00% | Add 6.92% | 168,537 | 10,903 | |
PAYO | Payoneer Global Inc | 2025-03-31 | Reduce Reduce | -1.07% | 7.04 ($9.33) 11.04 | $6.87 | -26.37% | 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 | $129.75 | -4.31% | Sold Out | 0 | -9,233 | |
VEA | Vanguard FTSE Developed Markets ETF | 2025-03-31 | Add Add | +0.42% | 47.4 ($50.6) 52.99 | $57.16 | 12.96% | 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 | $189.35 | 4.41% | New holding | 4,200 | 4,200 | |
IAU | iShares Gold Trust | 2025-03-31 | Add Add | +0.35% | 49.74 ($54.09) 58.96 | $64.02 | 18.35% | 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 | $15.42 | -10.24% | 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 | $50.85 | 12.97% | Add 4.59% | 231,245 | 10,155 | |
MDB | MongoDB Inc | 2025-03-31 | Add Add | +0.15% | 175.4 ($243.68) 298.52 | $222.63 | -8.64% | 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 | $130.68 | 9.07% | Reduce -16.13% | 2,116 | -407 |
Battery Global Advisors, LLC Total Holding History ($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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