Battery Global Advisors, LLC Portfolio Holdings

Battery Global Advisors, LLC

  • $177 Million
  • Q1 2025

Battery Global Advisors, LLC has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $177 Million distributed in 139 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $46.3M, Intuit Inc with a value of $27.8M, Payoneer Global Inc. with a value of $21.1M, Vanguard Index Fds S&P 500 ETF with a value of $14.6M, and Vanguard Ftse Developed Market with a value of $14.2M.

Examining the 13F form we can see an decrease of $7.99M in the current position value, from $185M to 177M.

Battery Global Advisors, LLC is based out at Boston, MA

Below you can find more details about Battery Global Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $177 Million
ETFs: $114 Million
Technology: $55.5 Million
Communication Services: $1.77 Million
Financial Services: $1.59 Million
Healthcare: $1.32 Million
Industrials: $849,000
Energy: $378,000
Consumer Cyclical: $329,000
Other: $850,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$46.3 Million 26.17% of portfolio
168,537
Q1 2025 Added 6.92%
$213B
$27.8 Million 15.73% of portfolio
45,350
Q4 2024 Reduced 6.59%
$2.36B
$21.1 Million 11.94% of portfolio
2,890,975
Q1 2025 Reduced 6.47%
$0
$14.6 Million 8.27% of portfolio
28,486
Q1 2024 New
$0
$14.2 Million 8.02% of portfolio
279,439
Q1 2025 Added 5.65%
$0
$10.5 Million 5.91% of portfolio
231,245
Q1 2025 Added 4.59%
$52.7B
$6.71 Million 3.79% of portfolio
113,816
Q1 2025 Added 10.23%
$0
$5.52 Million 3.12% of portfolio
151,635
Q4 2024 Added 0.49%
$0
$4.54 Million 2.56% of portfolio
12,241
Q1 2024 Added 32.46%
$0
$2.49 Million 1.41% of portfolio
68,388
Q2 2024 New
$0
$2.18 Million 1.23% of portfolio
12,604
Q1 2025 Added 0.48%
$3.41T
$1.48 Million 0.83% of portfolio
3,933
Q1 2025 Added 0.05%
$3.22T
$1.48 Million 0.83% of portfolio
6,641
Q1 2025 Added 0.05%
$0
$1.36 Million 0.77% of portfolio
44,227
Q1 2025 Added 0.98%
$0
$1.25 Million 0.71% of portfolio
4,879
Q4 2023 New
$0
$1.06 Million 0.6% of portfolio
6,113
Q4 2023 New
$0
$880,000 0.5% of portfolio
22,356
Q1 2024 Added 890.96%
$0
$846,000 0.48% of portfolio
4,545
Q4 2023 New
$101B
$743,000 0.42% of portfolio
2,108
Q4 2023 New
$1.03T
$649,000 0.37% of portfolio
4,200
Q1 2025 New
$1.06T
$652,000 0.37% of portfolio
4,177
Q4 2024 Added 0.02%
$12.9B
$629,000 0.36% of portfolio
3,590
Q1 2025 Added 75.55%
$206B
$641,000 0.36% of portfolio
806
Q3 2024 Added 2.28%
$29.6B
$594,000 0.34% of portfolio
1,041
Q4 2023 New
$94.8B
$551,000 0.31% of portfolio
1,676
Q3 2024 New
$276B
$513,000 0.29% of portfolio
1,914
Q4 2023 New
$773B
$420,000 0.24% of portfolio
1,716
Q1 2025 Added 0.06%
$0
$387,000 0.22% of portfolio
1,158
Q1 2024 Reduced 96.07%
$49.6B
$308,000 0.17% of portfolio
1,035
Q4 2023 New
$71.8B
$261,000 0.15% of portfolio
3,112
Q3 2024 New
$0
$246,000 0.14% of portfolio
2,116
Q1 2025 Reduced 16.13%
$13B
$230,000 0.13% of portfolio
3,655
Q3 2024 New
$0
$225,000 0.13% of portfolio
402
Q3 2024 Reduced 94.82%
$3.72B
$210,000 0.12% of portfolio
1,082
Q4 2024 Added 73.12%
$98.1B
$195,000 0.11% of portfolio
1,399
Q1 2025 Added 0.14%
$426B
$185,000 0.1% of portfolio
1,556
Q1 2025 Added 0.06%
$377B
$175,000 0.1% of portfolio
478
Q3 2024 New
$0
$169,000 0.1% of portfolio
7,254
Q1 2025 Added 38.07%
$36.1B
$154,000 0.09% of portfolio
598
Q3 2024 New
$399B
$158,000 0.09% of portfolio
957
Q3 2024 New
$1.97B
$147,000 0.08% of portfolio
1,197
Q3 2024 New
$208B
$125,000 0.07% of portfolio
229
Q3 2024 New
$108B
$129,000 0.07% of portfolio
1,233
Q1 2025 Added 0.33%
$2.09T
$114,000 0.06% of portfolio
600
Q3 2024 New
$196B
$101,000 0.06% of portfolio
3,591
Q3 2024 New
$47.4B
$103,000 0.06% of portfolio
1,434
Q3 2024 New
$41.8B
$87,000 0.05% of portfolio
1,915
Q3 2024 New
$73.2B
$82,000 0.05% of portfolio
162
Q4 2024 Added 0.62%
$76.5B
$89,000 0.05% of portfolio
957
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 139
  • Current Value $177 Million
  • Prior Value $185 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 10 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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