13F HOLDINGS REPORT
Battery Global Advisors, LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001582272-25-000001
Total Value
$187.1M
Positions
133
Other Managers
0
Confidential Omitted
No
Holdings (133)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Vanguard Total US Stock Market ETF | 922908769 | 157,634 | $45.7M | 24.42% |
| 2 | Payoneer Global Inc | PAYO | 3,090,975 | $31.0M | 16.59% |
| 3 | Intuit Com | INTU | 45,350 | $28.5M | 15.24% |
| 4 | Vanguard S&P 500 ETF | 922908363 | 28,486 | $15.3M | 8.21% |
| 5 | Vanguard FTSE Developed Markets ETF | 921943858 | 264,500 | $12.6M | 6.76% |
| 6 | Vanguard FTSE Emerging Markets ETF | 922042858 | 221,090 | $9.7M | 5.21% |
| 7 | SPDR Portfolio (developed World Ex-US Etf) | 78463X889 | 151,635 | $5.2M | 2.77% |
| 8 | iShares Gold Trust | IAU | 103,252 | $5.1M | 2.73% |
| 9 | Vanguard Growth Index Fund ETF | 922908736 | 12,241 | $5.0M | 2.69% |
| 10 | Tortoise North American Pipeline Fund | 56167N720 | 68,388 | $2.4M | 1.26% |
| 11 | Invesco Exchange (traded FD TR S&P500 Eql WGT) | IVZ | 12,544 | $2.2M | 1.18% |
| 12 | KraneShares California Carbon Allowance ETF | 500767553 | 97,421 | $1.9M | 1.02% |
| 13 | Apple | AAPL | 6,638 | $1.7M | 0.89% |
| 14 | Microsoft | MSFT | 3,931 | $1.7M | 0.89% |
| 15 | Vanguard Large-Cap (index Fund) | 922908637 | 4,879 | $1.3M | 0.70% |
| 16 | Barclays Select MLP ETN | VXZ | 43,797 | $1.2M | 0.66% |
| 17 | iShares Nasdaq Biotechnology ETF | 464287556 | 9,233 | $1.2M | 0.65% |
| 18 | Vanguard Value Index Fund ETF | 922908744 | 6,113 | $1.0M | 0.55% |
| 19 | Vanguard Small-Cap Growth ETF | 922908595 | 3,680 | $1.0M | 0.55% |
| 20 | Vanguard Small-Cap Value ETF | 922908611 | 4,545 | $900,728 | 0.48% |
| 21 | SPDR Portfolio (emerging Markets Etf) | 78463X509 | 22,356 | $857,812 | 0.46% |
| 22 | ServiceNow | NOW | 806 | $854,457 | 0.46% |
| 23 | Alphabet (Google) Class C | GOOG | 4,177 | $795,397 | 0.43% |
| 24 | Hubspot Inc | HUBS | 1,041 | $725,338 | 0.39% |
| 25 | Crowdstrike | CRWD | 2,108 | $721,273 | 0.39% |
| 26 | Salesforce | CRM | 1,914 | $640,673 | 0.34% |
| 27 | MongoDB | MDB | 2,045 | $476,096 | 0.25% |
| 28 | CIGNA | 125523100 | 1,676 | $462,811 | 0.25% |
| 29 | Vanguard S&P 500 Growth ETF | 921932505 | 1,158 | $423,897 | 0.23% |
| 30 | JPMorgan Chase & Co | VYLD | 1,715 | $411,167 | 0.22% |
| 31 | iShares MSCI ACWI ETF | 464288257 | 2,523 | $296,408 | 0.16% |
| 32 | Verisk Analytics Inc | VRSK | 1,035 | $285,070 | 0.15% |
| 33 | MSG Networks | 55825T103 | 1,082 | $244,186 | 0.13% |
| 34 | Blackstone Group | BX | 1,397 | $240,911 | 0.13% |
| 35 | Bank New York | 064058100 | 3,112 | $239,095 | 0.13% |
| 36 | iShares Core S&P 500 ETF | 464287200 | 402 | $236,575 | 0.13% |
| 37 | WP Carey Inc | 92936U109 | 3,655 | $202,341 | 0.11% |
| 38 | Home Depot Inc | HD | 478 | $185,937 | 0.10% |
| 39 | Rockwell Automation | ROK | 598 | $170,902 | 0.09% |
| 40 | Quaker Chemical Corp | 747316107 | 1,197 | $168,490 | 0.09% |
| 41 | Exxon Mobil | XOM | 1,555 | $167,267 | 0.09% |
| 42 | Johnson & Johnson | JNJ | 957 | $138,401 | 0.07% |
| 43 | Amazon.com | AMZN | 600 | $131,634 | 0.07% |
| 44 | Goldman Sachs | GSCE | 229 | $131,130 | 0.07% |
| 45 | SPDR Ser TR Portfli (high YLD) | 78468R606 | 5,254 | $123,311 | 0.07% |
| 46 | ConocoPhillips | COP | 1,229 | $121,832 | 0.07% |
| 47 | Edwards Lifesciences | EW | 1,434 | $106,159 | 0.06% |
| 48 | Corning Inc | GLW | 1,915 | $91,001 | 0.05% |
| 49 | Colgate Palmolive | CL | 957 | $87,001 | 0.05% |
| 50 | Cisco Systems | CSCO | 1,436 | $85,011 | 0.05% |
| 51 | Pfizer Inc. | PFE | 3,112 | $82,561 | 0.04% |
| 52 | AT&T | T-PC | 3,591 | $81,767 | 0.04% |
| 53 | Bristol Myers Squibb | CELG-RI | 1,436 | $81,220 | 0.04% |
| 54 | Univest Financial | UVSP | 2,623 | $77,405 | 0.04% |
| 55 | Analog Devices | ADI | 358 | $76,061 | 0.04% |
| 56 | Northrop Grumman | NOC | 162 | $75,813 | 0.04% |
| 57 | Aflac Inc | AFL | 718 | $74,270 | 0.04% |
| 58 | META | 125 | $73,386 | 0.04% | |
| 59 | Merck & Co Inc. | MRK | 718 | $72,008 | 0.04% |
| 60 | Dollar Tree Stores | DLTR | 957 | $71,718 | 0.04% |
| 61 | Wells Fargo & Co | 949746101 | 1,000 | $70,240 | 0.04% |
| 62 | Ameriprise Financial | 03076C106 | 119 | $63,359 | 0.03% |
| 63 | Amgen | AMGN | 239 | $62,293 | 0.03% |
| 64 | Travelers Companies | TRV | 250 | $60,223 | 0.03% |
| 65 | PepsiCo | PEP | 363 | $55,671 | 0.03% |
| 66 | Visa | V | 174 | $54,986 | 0.03% |
| 67 | Crane Co New Com | CR | 478 | $50,183 | 0.03% |
| 68 | Church & Dwight Co Inc | CHD | 478 | $50,051 | 0.03% |
| 69 | Texas Instruments | 882508104 | 265 | $49,659 | 0.03% |
| 70 | Ametek | AME | 239 | $43,082 | 0.02% |
| 71 | Cintas Corp | CTAS | 233 | $42,631 | 0.02% |
| 72 | Steel Dynamics Inc | STLD | 358 | $41,002 | 0.02% |
| 73 | Phillips 66 Com | PSX | 358 | $40,787 | 0.02% |
| 74 | Eaton Corp | ETN | 117 | $38,715 | 0.02% |
| 75 | Verizon Communications | VZ | 957 | $38,270 | 0.02% |
| 76 | Acuity Brands | AYI | 119 | $34,763 | 0.02% |
| 77 | Agco Corporation | AGCO | 358 | $33,466 | 0.02% |
| 78 | Citigroup Inc | C-PR | 465 | $32,709 | 0.02% |
| 79 | Bank of America | 060505104 | 744 | $32,684 | 0.02% |
| 80 | Walmart | WMT | 357 | $32,329 | 0.02% |
| 81 | Donaldson | DCI | 478 | $32,193 | 0.02% |
| 82 | DuPont De Nemours Inc | DD | 408 | $31,110 | 0.02% |
| 83 | Humana Inc | HUM | 119 | $30,297 | 0.02% |
| 84 | Hilton Worldwide | HLT | 122 | $30,154 | 0.02% |
| 85 | Unitedhealth Group | UNH | 58 | $29,184 | 0.02% |
| 86 | Regions Financial | RF-PF | 1,197 | $28,453 | 0.02% |
| 87 | Southwest Airlns Co | 844741108 | 837 | $28,291 | 0.02% |
| 88 | Baxter Intl Inc | 071813109 | 957 | $28,069 | 0.02% |
| 89 | Iqvia Holdings Inc CMN | IQV | 141 | $27,708 | 0.01% |
| 90 | Amphenol Corp CL-A (new) CMN Class A | 032095101 | 372 | $25,865 | 0.01% |
| 91 | Northern Trust | NTRSO | 239 | $24,677 | 0.01% |
| 92 | Intel | INTC | 1,197 | $24,000 | 0.01% |
| 93 | Vulcan Materials Co CMN | 929160109 | 90 | $23,275 | 0.01% |
| 94 | Corteva Inc | CTVA | 408 | $23,240 | 0.01% |
| 95 | Schwab Charles Corp | SCHW-PJ | 298 | $22,057 | 0.01% |
| 96 | CVS Health | CVS | 478 | $21,457 | 0.01% |
| 97 | HF Sinclair Corp Com | DINO | 598 | $20,960 | 0.01% |
| 98 | Nvidia Corp | NVDA | 150 | $20,148 | 0.01% |
| 99 | Danaher | 235851102 | 83 | $19,114 | 0.01% |
| 100 | Thermo Fisher | TMO | 35 | $18,247 | 0.01% |
| 101 | S&P Global Inc Com | SPGI | 36 | $18,031 | 0.01% |
| 102 | Dow | DOW | 408 | $16,373 | 0.01% |
| 103 | Zoetis Inc Com | ZTS | 96 | $15,717 | 0.01% |
| 104 | Union Pacific | UNP | 68 | $15,541 | 0.01% |
| 105 | Adobe | ADBE | 30 | $13,340 | 0.01% |
| 106 | American Tower | 03027X100 | 72 | $13,336 | 0.01% |
| 107 | MSCI Inc. CMN | MSCI | 21 | $12,710 | 0.01% |
| 108 | Air Products & Chemicals | AIIR | 38 | $11,154 | 0.01% |
| 109 | Ameren Corp | AEE | 123 | $10,963 | 0.01% |
| 110 | Fifth Third Bancorp | FITBM | 239 | $10,193 | 0.01% |
| 111 | Vanguard Scottsdale | 92206C664 | 104 | $9,250 | 0.00% |
| 112 | Warner Bros Discovery Inc | WBD | 868 | $9,175 | 0.00% |
| 113 | Tilray Brands Inc | TLRY | 6,148 | $8,177 | 0.00% |
| 114 | Net Lease Office | NLOP | 245 | $7,646 | 0.00% |
| 115 | Aptiv PLC New | APTV | 111 | $6,713 | 0.00% |
| 116 | American Water Works | 030420103 | 53 | $6,583 | 0.00% |
| 117 | iShares China Largecap | 464287184 | 211 | $6,416 | 0.00% |
| 118 | Nike | NKE | 72 | $5,450 | 0.00% |
| 119 | Aon PLC CMN | AON | 15 | $5,408 | 0.00% |
| 120 | Mercadolibre | MELI | 3 | $5,101 | 0.00% |
| 121 | Raytheon Technologies | RTX | 44 | $5,092 | 0.00% |
| 122 | Viatris Inc | VTRS | 386 | $4,806 | 0.00% |
| 123 | Sea Limited Ads Each | SE | 36 | $3,820 | 0.00% |
| 124 | Charter | 16119P108 | 10 | $3,428 | 0.00% |
| 125 | iShares MSCI Emerging Markets ETF | 464287234 | 81 | $3,386 | 0.00% |
| 126 | Carrier Global Corporation | CARR | 44 | $3,013 | 0.00% |
| 127 | Prologis Inc Com | PLDGP | 28 | $2,927 | 0.00% |
| 128 | Veralto Corp | VLTO | 27 | $2,758 | 0.00% |
| 129 | Otis Worldwide | OTIS | 22 | $2,037 | 0.00% |
| 130 | Fidelity Wise Origin (bitcoin Fund) | FBTC | 24 | $1,938 | 0.00% |
| 131 | Sportradar Group AG | SRAD | 95 | $1,647 | 0.00% |
| 132 | Fidelity Ethereum (fund) | 31613E103 | 32 | $1,066 | 0.00% |
| 133 | Organon & Co | OGN | 71 | $1,059 | 0.00% |