13F HOLDINGS REPORT
Battery Global Advisors, LLC
Quarter ended Q1 2025 · Filed May 9, 2025 · Accession 0001582272-25-000002
Total Value
$179.2M
Positions
139
Other Managers
0
Confidential Omitted
No
Holdings (139)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908769 | 168,537 | $46.3M | 25.84% |
| 2 | INTUIT | INTU | 45,350 | $27.8M | 15.53% |
| 3 | PAYONEER GLOBAL INC | PAYO | 2,890,975 | $21.1M | 11.79% |
| 4 | VANGUARD INDEX FDS | 922908363 | 28,486 | $14.6M | 8.17% |
| 5 | VANGUARD TAX-MANAGED FDS | 921943858 | 279,439 | $14.2M | 7.92% |
| 6 | VANGUARD INTL EQUITY INDEX F | 922042858 | 231,245 | $10.5M | 5.84% |
| 7 | ISHARES GOLD TR | IAU | 113,816 | $6.7M | 3.74% |
| 8 | SPDR INDEX SHS FDS | 78463X889 | 151,635 | $5.5M | 3.08% |
| 9 | VANGUARD INDEX FDS | 922908736 | 12,241 | $4.5M | 2.53% |
| 10 | MANAGED PORTFOLIO SERIES | 56167N720 | 68,388 | $2.5M | 1.39% |
| 11 | INVESCO EXCHANGE TRADED FD T | IVZ | 12,604 | $2.2M | 1.22% |
| 12 | KRANESHARES TRUST | 500767553 | 128,545 | $2.1M | 1.19% |
| 13 | MICROSOFT CORP | MSFT | 3,933 | $1.5M | 0.82% |
| 14 | APPLE INC | AAPL | 6,641 | $1.5M | 0.82% |
| 15 | BARCLAYS BANK PLC | VXZ | 44,227 | $1.4M | 0.76% |
| 16 | VANGUARD INDEX FDS | 922908637 | 4,879 | $1.3M | 0.70% |
| 17 | VANGUARD INDEX FDS | 922908744 | 6,113 | $1.1M | 0.59% |
| 18 | VANGUARD INDEX FDS | 922908595 | 3,680 | $926,514 | 0.52% |
| 19 | SPDR INDEX SHS FDS | 78463X509 | 22,356 | $880,169 | 0.49% |
| 20 | VANGUARD INDEX FDS | 922908611 | 4,545 | $846,688 | 0.47% |
| 21 | CROWDSTRIKE HLDGS INC | CRWD | 2,108 | $743,239 | 0.41% |
| 22 | ALPHABET INC | GOOG | 4,177 | $652,604 | 0.36% |
| 23 | ALPHABET INC | GOOG | 4,200 | $649,488 | 0.36% |
| 24 | SERVICENOW INC | NOW | 806 | $641,689 | 0.36% |
| 25 | MONGODB INC | MDB | 3,590 | $629,686 | 0.35% |
| 26 | HUBSPOT INC | HUBS | 1,041 | $594,713 | 0.33% |
| 27 | THE CIGNA GROUP | 125523100 | 1,676 | $551,404 | 0.31% |
| 28 | SALESFORCE INC | CRM | 1,914 | $513,641 | 0.29% |
| 29 | JPMORGAN CHASE & CO. | VYLD | 1,716 | $420,890 | 0.23% |
| 30 | VANGUARD ADMIRAL FDS INC | 921932505 | 1,158 | $387,328 | 0.22% |
| 31 | VERISK ANALYTICS INC | VRSK | 1,035 | $308,037 | 0.17% |
| 32 | BANK NEW YORK MELLON CORP | 064058100 | 3,112 | $261,003 | 0.15% |
| 33 | ISHARES TR | 464288257 | 2,116 | $246,259 | 0.14% |
| 34 | WP CAREY INC | 92936U109 | 3,655 | $233,920 | 0.13% |
| 35 | ISHARES TR | 464287200 | 402 | $225,970 | 0.13% |
| 36 | MADISON SQUARE GRDN SPRT COR | 55825T103 | 1,082 | $210,687 | 0.12% |
| 37 | BLACKSTONE INC | BX | 1,399 | $195,551 | 0.11% |
| 38 | EXXON MOBIL CORP | XOM | 1,556 | $185,059 | 0.10% |
| 39 | HOME DEPOT INC | HD | 478 | $175,182 | 0.10% |
| 40 | SPDR SER TR | 78468R606 | 7,254 | $169,889 | 0.09% |
| 41 | JOHNSON & JOHNSON | JNJ | 957 | $158,709 | 0.09% |
| 42 | ROCKWELL AUTOMATION INC | ROK | 598 | $154,511 | 0.09% |
| 43 | QUAKER HOUGHTON | 747316107 | 1,197 | $147,961 | 0.08% |
| 44 | CONOCOPHILLIPS | COP | 1,233 | $129,446 | 0.07% |
| 45 | GOLDMAN SACHS GROUP INC | GSCE | 229 | $125,100 | 0.07% |
| 46 | AMAZON COM INC | AMZN | 600 | $114,156 | 0.06% |
| 47 | EDWARDS LIFESCIENCES CORP | EW | 1,434 | $103,936 | 0.06% |
| 48 | AT&T INC | T-PC | 3,591 | $101,553 | 0.06% |
| 49 | COLGATE PALMOLIVE CO | CL | 957 | $89,671 | 0.05% |
| 50 | CISCO SYS INC | CSCO | 1,436 | $88,616 | 0.05% |
| 51 | CORNING INC | GLW | 1,915 | $87,669 | 0.05% |
| 52 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 1,436 | $87,582 | 0.05% |
| 53 | NORTHROP GRUMMAN CORP | NOC | 162 | $82,806 | 0.05% |
| 54 | AFLAC INC | AFL | 718 | $79,834 | 0.04% |
| 55 | PFIZER INC | PFE | 3,112 | $78,858 | 0.04% |
| 56 | AMGEN INC | AMGN | 243 | $75,707 | 0.04% |
| 57 | UNIVEST FINANCIAL CORPORATIO | UVSP | 2,623 | $74,388 | 0.04% |
| 58 | META PLATFORMS INC | META | 125 | $72,300 | 0.04% |
| 59 | ANALOG DEVICES INC | ADI | 358 | $72,198 | 0.04% |
| 60 | DOLLAR TREE INC | DLTR | 957 | $71,842 | 0.04% |
| 61 | WELLS FARGO CO NEW | 949746101 | 1,000 | $71,790 | 0.04% |
| 62 | TRAVELERS COMPANIES INC | TRV | 250 | $66,115 | 0.04% |
| 63 | MERCK & CO INC | MRK | 718 | $65,029 | 0.04% |
| 64 | VISA INC | V | 174 | $61,075 | 0.03% |
| 65 | SPORTRADAR GROUP AG | SRAD | 2,755 | $59,563 | 0.03% |
| 66 | AMERIPRISE FINL INC | 03076C106 | 119 | $57,609 | 0.03% |
| 67 | PEPSICO INC | PEP | 367 | $55,073 | 0.03% |
| 68 | CHURCH & DWIGHT CO INC | CHD | 478 | $52,623 | 0.03% |
| 69 | CINTAS CORP | CTAS | 234 | $48,056 | 0.03% |
| 70 | TEXAS INSTRS INC | 882508104 | 266 | $47,789 | 0.03% |
| 71 | STEEL DYNAMICS INC | STLD | 358 | $44,958 | 0.03% |
| 72 | PHILLIPS 66 | PSX | 358 | $44,206 | 0.02% |
| 73 | VERIZON COMMUNICATIONS INC | VZ | 957 | $43,410 | 0.02% |
| 74 | AMETEK INC | AME | 239 | $41,141 | 0.02% |
| 75 | CRANE COMPANY | CR | 239 | $36,610 | 0.02% |
| 76 | COMCAST CORP NEW | CCZ | 957 | $35,313 | 0.02% |
| 77 | AGCO CORP | AGCO | 358 | $33,140 | 0.02% |
| 78 | CITIGROUP INC | C-PR | 466 | $33,095 | 0.02% |
| 79 | BAXTER INTL INC | 071813109 | 957 | $32,921 | 0.02% |
| 80 | CVS HEALTH CORP | CVS | 478 | $32,385 | 0.02% |
| 81 | DONALDSON INC | DCI | 478 | $32,055 | 0.02% |
| 82 | EATON CORP PLC | ETN | 117 | $31,833 | 0.02% |
| 83 | HUMANA INC | HUM | 119 | $31,593 | 0.02% |
| 84 | WALMART INC | WMT | 357 | $31,425 | 0.02% |
| 85 | ACUITY BRANDS INC | AYI | 119 | $31,339 | 0.02% |
| 86 | BANK AMERICA CORP | 060505104 | 748 | $31,222 | 0.02% |
| 87 | DUPONT DE NEMOURS INC | DD | 408 | $30,469 | 0.02% |
| 88 | UNITEDHEALTH GROUP INC | UNH | 58 | $30,344 | 0.02% |
| 89 | SOUTHWEST AIRLS CO | 844741108 | 837 | $28,257 | 0.02% |
| 90 | HILTON WORLDWIDE HLDGS INC | HLT | 122 | $27,761 | 0.02% |
| 91 | INTEL CORP | INTC | 1,197 | $27,184 | 0.02% |
| 92 | REGIONS FINANCIAL CORP NEW | RF-PF | 1,197 | $26,310 | 0.01% |
| 93 | CORTEVA INC | CTVA | 408 | $25,675 | 0.01% |
| 94 | IQVIA HLDGS INC | IQV | 141 | $24,858 | 0.01% |
| 95 | AMPHENOL CORP NEW | 032095101 | 372 | $24,488 | 0.01% |
| 96 | NORTHERN TR CORP | NTRSO | 239 | $23,757 | 0.01% |
| 97 | SCHWAB CHARLES CORP | SCHW-PJ | 299 | $23,409 | 0.01% |
| 98 | VULCAN MATLS CO | 929160109 | 91 | $21,154 | 0.01% |
| 99 | HF SINCLAIR CORP | DINO | 598 | $19,662 | 0.01% |
| 100 | S&P GLOBAL INC | SPGI | 36 | $18,432 | 0.01% |
| 101 | THERMO FISHER SCIENTIFIC INC | TMO | 35 | $17,467 | 0.01% |
| 102 | DANAHER CORPORATION | 235851102 | 83 | $17,097 | 0.01% |
| 103 | NVIDIA CORPORATION | NVDA | 150 | $16,262 | 0.01% |
| 104 | UNION PAC CORP | UNP | 69 | $16,192 | 0.01% |
| 105 | ZOETIS INC | ZTS | 97 | $15,930 | 0.01% |
| 106 | AMERICAN TOWER CORP NEW | 03027X100 | 73 | $15,820 | 0.01% |
| 107 | DOW INC | DOW | 408 | $14,247 | 0.01% |
| 108 | AMEREN CORP | AEE | 124 | $12,436 | 0.01% |
| 109 | CRANE NXT CO | CXT | 239 | $12,285 | 0.01% |
| 110 | MSCI INC | MSCI | 21 | $12,016 | 0.01% |
| 111 | ADOBE INC | ADBE | 30 | $11,506 | 0.01% |
| 112 | AIR PRODS & CHEMS INC | AIIR | 39 | $11,407 | 0.01% |
| 113 | FIFTH THIRD BANCORP | FITBM | 239 | $9,457 | 0.01% |
| 114 | WARNER BROS DISCOVERY INC | WBD | 868 | $9,314 | 0.01% |
| 115 | AMERICAN WTR WKS CO INC NEW | 030420103 | 53 | $7,844 | 0.00% |
| 116 | NET LEASE OFFICE PROPERTIES | NLOP | 245 | $7,688 | 0.00% |
| 117 | ISHARES TR | 464287184 | 211 | $7,554 | 0.00% |
| 118 | APTIV PLC | APTV | 111 | $6,605 | 0.00% |
| 119 | AON PLC | AON | 15 | $6,019 | 0.00% |
| 120 | MERCADOLIBRE INC | MELI | 3 | $5,853 | 0.00% |
| 121 | RTX CORPORATION | RTX | 44 | $5,828 | 0.00% |
| 122 | SEA LTD | SE | 36 | $4,698 | 0.00% |
| 123 | NIKE INC | NKE | 72 | $4,601 | 0.00% |
| 124 | ISHARES INC | 464286632 | 56 | $4,164 | 0.00% |
| 125 | TILRAY BRANDS INC | TLRY | 6,148 | $4,042 | 0.00% |
| 126 | CHARTER COMMUNICATIONS INC N | 16119P108 | 10 | $3,685 | 0.00% |
| 127 | ISHARES TR | 464287234 | 81 | $3,538 | 0.00% |
| 128 | VIATRIS INC | VTRS | 386 | $3,362 | 0.00% |
| 129 | PROLOGIS INC. | PLDGP | 28 | $3,124 | 0.00% |
| 130 | CARRIER GLOBAL CORPORATION | CARR | 44 | $2,790 | 0.00% |
| 131 | VERALTO CORP | VLTO | 27 | $2,642 | 0.00% |
| 132 | OTIS WORLDWIDE CORP | OTIS | 22 | $2,270 | 0.00% |
| 133 | EQT CORP | EQT | 32 | $1,710 | 0.00% |
| 134 | NRG ENERGY INC | NRG | 13 | $1,241 | 0.00% |
| 135 | ORGANON & CO | OGN | 71 | $1,057 | 0.00% |
| 136 | FIRSTENERGY CORP | FE | 25 | $1,011 | 0.00% |
| 137 | HONEYWELL INTL INC | 438516106 | 4 | $847 | 0.00% |
| 138 | PARAMOUNT GLOBAL | 92556H107 | 24 | $287 | 0.00% |
| 139 | RIVIAN AUTOMOTIVE INC | RIVN | 13 | $162 | 0.00% |