Battery Global Advisors as of March 31, 2025
Portfolio Holdings for Battery Global Advisors
Battery Global Advisors holds 139 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 25.8 | $46M | 169k | 274.84 | |
| Intuit (INTU) | 15.5 | $28M | 45k | 613.99 | |
| Payoneer Global (PAYO) | 11.8 | $21M | 2.9M | 7.31 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 8.2 | $15M | 29k | 513.91 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 7.9 | $14M | 279k | 50.83 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 5.8 | $11M | 231k | 45.26 | |
| Ishares Gold Tr Ishares New (IAU) | 3.7 | $6.7M | 114k | 58.96 | |
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 3.1 | $5.5M | 152k | 36.41 | |
| Vanguard Index Fds Growth Etf (VUG) | 2.5 | $4.5M | 12k | 370.81 | |
| Managed Portfolio Series Tortoise Nram Pi | 1.4 | $2.5M | 68k | 36.37 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.2 | $2.2M | 13k | 173.23 | |
| Kraneshares Trust California Carb (KCCA) | 1.2 | $2.1M | 129k | 16.64 | |
| Microsoft Corporation (MSFT) | 0.8 | $1.5M | 3.9k | 375.39 | |
| Apple (AAPL) | 0.8 | $1.5M | 6.6k | 222.13 | |
| Barclays Bank Ipath Selct Mlp (ATMP) | 0.8 | $1.4M | 44k | 30.66 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.7 | $1.3M | 4.9k | 257.06 | |
| Vanguard Index Fds Value Etf (VTV) | 0.6 | $1.1M | 6.1k | 172.74 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.5 | $927k | 3.7k | 251.77 | |
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.5 | $880k | 22k | 39.37 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.5 | $847k | 4.5k | 186.29 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.4 | $743k | 2.1k | 352.58 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $653k | 4.2k | 156.24 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $650k | 4.2k | 154.64 | |
| Servicenow (NOW) | 0.4 | $642k | 806.00 | 796.14 | |
| Mongodb Cl A (MDB) | 0.4 | $630k | 3.6k | 175.40 | |
| Hubspot (HUBS) | 0.3 | $595k | 1.0k | 571.29 | |
| Cigna Corp (CI) | 0.3 | $551k | 1.7k | 329.00 | |
| salesforce (CRM) | 0.3 | $514k | 1.9k | 268.36 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $421k | 1.7k | 245.27 | |
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.2 | $387k | 1.2k | 334.48 | |
| Verisk Analytics (VRSK) | 0.2 | $308k | 1.0k | 297.62 | |
| Bank of New York Mellon Corporation (BK) | 0.1 | $261k | 3.1k | 83.87 | |
| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $246k | 2.1k | 116.38 | |
| Wp Carey (WPC) | 0.1 | $234k | 3.7k | 64.00 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $226k | 402.00 | 562.11 | |
| Madison Square Grdn Sprt Cor Cl A (MSGS) | 0.1 | $211k | 1.1k | 194.72 | |
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $196k | 1.4k | 139.78 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $185k | 1.6k | 118.93 | |
| Home Depot (HD) | 0.1 | $175k | 478.00 | 366.49 | |
| Spdr Ser Tr Portfli High Yld (SPHY) | 0.1 | $170k | 7.3k | 23.42 | |
| Johnson & Johnson (JNJ) | 0.1 | $159k | 957.00 | 165.84 | |
| Rockwell Automation (ROK) | 0.1 | $155k | 598.00 | 258.38 | |
| Quaker Chemical Corporation (KWR) | 0.1 | $148k | 1.2k | 123.61 | |
| ConocoPhillips (COP) | 0.1 | $129k | 1.2k | 104.98 | |
| Goldman Sachs (GS) | 0.1 | $125k | 229.00 | 546.29 | |
| Amazon (AMZN) | 0.1 | $114k | 600.00 | 190.26 | |
| Edwards Lifesciences (EW) | 0.1 | $104k | 1.4k | 72.48 | |
| At&t (T) | 0.1 | $102k | 3.6k | 28.28 | |
| Colgate-Palmolive Company (CL) | 0.1 | $90k | 957.00 | 93.70 | |
| Cisco Systems (CSCO) | 0.0 | $89k | 1.4k | 61.71 | |
| Corning Incorporated (GLW) | 0.0 | $88k | 1.9k | 45.78 | |
| Bristol Myers Squibb (BMY) | 0.0 | $88k | 1.4k | 60.99 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $83k | 162.00 | 511.15 | |
| AFLAC Incorporated (AFL) | 0.0 | $80k | 718.00 | 111.19 | |
| Pfizer (PFE) | 0.0 | $79k | 3.1k | 25.34 | |
| Amgen (AMGN) | 0.0 | $76k | 243.00 | 311.55 | |
| Univest Corp. of PA (UVSP) | 0.0 | $74k | 2.6k | 28.36 | |
| Meta Platforms Cl A (META) | 0.0 | $72k | 125.00 | 578.40 | |
| Analog Devices (ADI) | 0.0 | $72k | 358.00 | 201.67 | |
| Dollar Tree (DLTR) | 0.0 | $72k | 957.00 | 75.07 | |
| Wells Fargo & Company (WFC) | 0.0 | $72k | 1.0k | 71.79 | |
| Travelers Companies (TRV) | 0.0 | $66k | 250.00 | 264.46 | |
| Merck & Co (MRK) | 0.0 | $65k | 718.00 | 90.57 | |
| Visa Com Cl A (V) | 0.0 | $61k | 174.00 | 351.01 | |
| Sportradar Group Class A Ord Shs (SRAD) | 0.0 | $60k | 2.8k | 21.62 | |
| Ameriprise Financial (AMP) | 0.0 | $58k | 119.00 | 484.11 | |
| Pepsi (PEP) | 0.0 | $55k | 367.00 | 150.06 | |
| Church & Dwight (CHD) | 0.0 | $53k | 478.00 | 110.09 | |
| Cintas Corporation (CTAS) | 0.0 | $48k | 234.00 | 205.37 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $48k | 266.00 | 179.66 | |
| Steel Dynamics (STLD) | 0.0 | $45k | 358.00 | 125.58 | |
| Phillips 66 (PSX) | 0.0 | $44k | 358.00 | 123.48 | |
| Verizon Communications (VZ) | 0.0 | $43k | 957.00 | 45.36 | |
| Ametek (AME) | 0.0 | $41k | 239.00 | 172.14 | |
| Crane Company Common Stock (CR) | 0.0 | $37k | 239.00 | 153.18 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $35k | 957.00 | 36.90 | |
| AGCO Corporation (AGCO) | 0.0 | $33k | 358.00 | 92.57 | |
| Citigroup Com New (C) | 0.0 | $33k | 466.00 | 71.02 | |
| Baxter International (BAX) | 0.0 | $33k | 957.00 | 34.40 | |
| CVS Caremark Corporation (CVS) | 0.0 | $32k | 478.00 | 67.75 | |
| Donaldson Company (DCI) | 0.0 | $32k | 478.00 | 67.06 | |
| Eaton Corp SHS (ETN) | 0.0 | $32k | 117.00 | 272.08 | |
| Humana (HUM) | 0.0 | $32k | 119.00 | 265.49 | |
| Wal-Mart Stores (WMT) | 0.0 | $31k | 357.00 | 88.03 | |
| Acuity Brands (AYI) | 0.0 | $31k | 119.00 | 263.35 | |
| Bank of America Corporation (BAC) | 0.0 | $31k | 748.00 | 41.74 | |
| Dupont De Nemours (DD) | 0.0 | $31k | 408.00 | 74.68 | |
| UnitedHealth (UNH) | 0.0 | $30k | 58.00 | 523.17 | |
| Southwest Airlines (LUV) | 0.0 | $28k | 837.00 | 33.76 | |
| Hilton Worldwide Holdings (HLT) | 0.0 | $28k | 122.00 | 227.55 | |
| Intel Corporation (INTC) | 0.0 | $27k | 1.2k | 22.71 | |
| Regions Financial Corporation (RF) | 0.0 | $26k | 1.2k | 21.98 | |
| Corteva (CTVA) | 0.0 | $26k | 408.00 | 62.93 | |
| Iqvia Holdings (IQV) | 0.0 | $25k | 141.00 | 176.30 | |
| Amphenol Corp Cl A (APH) | 0.0 | $25k | 372.00 | 65.83 | |
| Northern Trust Corporation (NTRS) | 0.0 | $24k | 239.00 | 99.40 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $23k | 299.00 | 78.29 | |
| Vulcan Materials Company (VMC) | 0.0 | $21k | 91.00 | 232.46 | |
| Hf Sinclair Corp (DINO) | 0.0 | $20k | 598.00 | 32.88 | |
| S&p Global (SPGI) | 0.0 | $18k | 36.00 | 512.00 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $18k | 35.00 | 499.06 | |
| Danaher Corporation (DHR) | 0.0 | $17k | 83.00 | 205.99 | |
| NVIDIA Corporation (NVDA) | 0.0 | $16k | 150.00 | 108.41 | |
| Union Pacific Corporation (UNP) | 0.0 | $16k | 69.00 | 234.67 | |
| Zoetis Cl A (ZTS) | 0.0 | $16k | 97.00 | 164.23 | |
| American Tower Reit (AMT) | 0.0 | $16k | 73.00 | 216.71 | |
| Dow (DOW) | 0.0 | $14k | 408.00 | 34.92 | |
| Ameren Corporation (AEE) | 0.0 | $12k | 124.00 | 100.29 | |
| Crane Holdings (CXT) | 0.0 | $12k | 239.00 | 51.40 | |
| Msci (MSCI) | 0.0 | $12k | 21.00 | 572.19 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $12k | 30.00 | 383.53 | |
| Air Products & Chemicals (APD) | 0.0 | $11k | 39.00 | 292.49 | |
| Fifth Third Ban (FITB) | 0.0 | $9.5k | 239.00 | 39.57 | |
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $9.3k | 868.00 | 10.73 | |
| American Water Works (AWK) | 0.0 | $7.8k | 53.00 | 148.00 | |
| NET Lease Office Properties (NLOP) | 0.0 | $7.7k | 245.00 | 31.38 | |
| Ishares Tr China Lg-cap Etf (FXI) | 0.0 | $7.6k | 211.00 | 35.80 | |
| Aptiv SHS (APTV) | 0.0 | $6.6k | 111.00 | 59.50 | |
| Aon Shs Cl A (AON) | 0.0 | $6.0k | 15.00 | 401.27 | |
| MercadoLibre (MELI) | 0.0 | $5.9k | 3.00 | 1951.00 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $5.8k | 44.00 | 132.45 | |
| Sea Sponsord Ads (SE) | 0.0 | $4.7k | 36.00 | 130.50 | |
| Nike CL B (NKE) | 0.0 | $4.6k | 72.00 | 63.90 | |
| Ishares Msci Israel Etf (EIS) | 0.0 | $4.2k | 56.00 | 74.36 | |
| Tilray (TLRY) | 0.0 | $4.0k | 6.1k | 0.66 | |
| Charter Communications Inc N Cl A (CHTR) | 0.0 | $3.7k | 10.00 | 368.50 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $3.5k | 81.00 | 43.68 | |
| Viatris (VTRS) | 0.0 | $3.4k | 386.00 | 8.71 | |
| Prologis (PLD) | 0.0 | $3.1k | 28.00 | 111.57 | |
| Carrier Global Corporation (CARR) | 0.0 | $2.8k | 44.00 | 63.41 | |
| Veralto Corp Com Shs (VLTO) | 0.0 | $2.6k | 27.00 | 97.85 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $2.3k | 22.00 | 103.18 | |
| EQT Corporation (EQT) | 0.0 | $1.7k | 32.00 | 53.44 | |
| Nrg Energy Com New (NRG) | 0.0 | $1.2k | 13.00 | 95.46 | |
| Organon & Co Common Stock (OGN) | 0.0 | $1.1k | 71.00 | 14.89 | |
| FirstEnergy (FE) | 0.0 | $1.0k | 25.00 | 40.44 | |
| Honeywell International (HON) | 0.0 | $847.000000 | 4.00 | 211.75 | |
| Paramount Global Class A Com (PARAA) | 0.0 | $286.999200 | 24.00 | 11.96 | |
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $161.999500 | 13.00 | 12.46 |
