Battery Global Advisors, LLC Purchases and Sells in Q2 2025

Battery Global Advisors, LLC

$198 Million
Q2 2025

Top Buys

Incresed Positions

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	15.4K + 9.14%	$243.75 - $303.93 $3.75M - $4.68M	184K $55.9M
VEA	37.1K + 13.29%	$45.65 - $57.01 $1.69M - $2.12M	317K $18M
SPDW	922 + 0.61%	$32.66 - $40.75 $30.1K - $37.6K	153K $6.18M
MSFT	2 + 0.05%	$354.56 - $497.45 $709 - $995	3.94K $1.96M
SRAD	15K + 546.1%	$20.32 - $28.08 $306K - $422K	17.8K $499K
RSP	51 + 0.4%	$152.93 - $181.74 $7.8K - $9.27K	12.7K $2.3M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FICO	148 New	$1503.62 - $2206.01 $223K - $326K	148 $270K
CAT	3 New	$273.94 - $388.21 $822 - $1.16K	3 $1K
LMT	2 New	$430.82 - $486.45 $862 - $973	2 $0
TORTOISE CAPITAL SERIES TRUS	68.4K New	N/A	68.4K $0
PARA	24 New	$10.65 - $12.9 $256 - $310	24 $0

Top Sells

Reduced Positions

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ATMP	-4.47K - 10.1%	$26.46 - $31.17 $118K - $139K	39.8K $1.17M
SPHY	-1.84K - 25.42%	$22.4 - $23.8 $41.3K - $43.9K	5.41K $128K
IVV	-79 - 19.65%	$498.8 - $620.9 $39.4K - $49.1K	323 $200K
ACWI	-383 - 18.1%	$103.59 - $128.6 $39.7K - $49.3K	1.73K $222K
EEM	-48 - 59.26%	$38.52 - $48.28 $1.85K - $2.32K	33 $1K
IAU	-5.7K - 5.01%	$56.1 - $64.74 $320K - $369K	108K $6.74M

Activity Summary All Purchases 27 New Holdings 5 Increased Positions 22 All Sells 8 Reductions 8 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Battery Global Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Battery Global Advisors, LLC with notifications on news.