BG

Battery Global Advisors, LLC

13F
Battery Global Advisors, LLC
Last update 2025-05-09 139 Stocks (10 new)
Value $179.00 Mil Turnover 4 %
Countries:
Battery Global Advisors, LLC Top Holdings of 2025-03-31 View Full List
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 View Full List
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)

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Battery Global Advisors, LLC's Asset Allocation

To

Battery Global Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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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 %

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