Battery Global Advisors, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 9, 2025), Battery Global Advisors, LLC reported 139 stock positions worth $179.2 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 25.8% of the portfolio, followed by Intuit (INTU, 15.5%) and Payoneer Global (PAYO, 11.8%). Compared with Q4 2024, it opened 10 new positions, sold out of 4, added to 29 and reduced 3. The biggest buy was VG Morningstar TS MKT ETF-US (VTI, shares +7%) and the biggest sale Payoneer Global (PAYO, shares −6%).

Most Recent 13F
Q2 2026
Location
BOSTON, MA
CIK
0001582272
Portfolio Value
$179.2M (Q1 2025)
SEC Filing
0001582272-25-000002 ↗ filed May 9, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $123.3M Q1 2024 Q2 2024: $151.1M Q2 2024 Q3 2024: $184.0M Q3 2024 Q4 2024: $187.1M Q4 2024 Q1 2025: $179.2M $179.2M Q1 2025 Q2 2025: $202.8M Q2 2025 Q3 2025: $212.7M Q3 2025 Q4 2025: $215.8M Q4 2025 Q1 2026: $186.2M Q1 2026 Q2 2026: $199.8M Q2 2026

Holdings 139 stocks · $179.2M
VTI VG Morningstar TS MKT ETF-US 25.84% 168,537 $46.3M Add +6.9%
INTU Intuit Inc. 15.53% 45,350 $27.8M No change
PAYO Payoneer Global Inc. 11.79% 2,890,975 $21.1M Reduce -6.5%
VOO Vanguard S&P 500 ETF 8.17% 28,486 $14.6M No change
VEA Vanguard Ftse Developed ETF 7.92% 279,439 $14.2M Add +5.7%
VWO Vanguard Ftse Emerging Marke 5.84% 231,245 $10.5M Add +4.6%
IAU iShares Gold Trust 3.74% 113,816 $6.7M Add +10.2%
SPDW Ste STR SPDR PT DW Eu ETF 3.08% 151,635 $5.5M No change
VUG Vanguard Mrngstar GR ETF-Sui 2.53% 12,241 $4.5M No change
TPYP Managed Portfolio Series 1.39% 68,388 $2.5M No change
RSP Invesco S&P 500 Equal Weight 1.22% 12,604 $2.2M Add +0.5%
KCCA Kraneshares California Carbo 1.19% 128,545 $2.1M Add +31.9%
MSFT Microsoft Corp. 0.82% 3,933 $1.5M Add +0.1%
AAPL Apple Inc. 0.82% 6,641 $1.5M Add +0.1%
ATMP Ipath Select MLP ETN filed as BARCLAYS BANK PLC 0.76% 44,227 $1.4M Add +1.0%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.70% 4,879 $1.3M No change
VTV Vanguard Mrngstr Val ETF-Aui 0.59% 6,113 $1.1M No change
VBK Van Morst SML-Cap Gro-Usd Inc. 0.52% 3,680 $927K No change
SPEM State Street SP PTF Em ETF 0.49% 22,356 $880K No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.47% 4,545 $847K No change
CRWD CrowdStrike Holdings Inc. Class A 0.41% 2,108 $743K No change
GOOG Alphabet Inc. Class C 0.36% 4,177 $653K No change
GOOGL Alphabet Inc. Class A 0.36% 4,200 $649K New
NOW ServiceNow Inc. 0.36% 806 $642K No change
MDB Mongodb Inc. 0.35% 3,590 $630K Add +75.5%
HUBS HubSpot Inc. 0.33% 1,041 $595K No change
CI The Cigna Group 0.31% 1,676 $551K No change
CRM Salesforce Inc. 0.29% 1,914 $514K No change
JPM JPMorgan Chase & Co. 0.23% 1,716 $421K Add +0.1%
VOOG Vanguard S&P 500 Growth ETF 0.22% 1,158 $387K No change
VRSK Verisk Analytics Inc. 0.17% 1,035 $308K No change
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.15% 3,112 $261K No change
ACWI iShares MSCI Acwi ETF 0.14% 2,116 $246K Reduce -16.1%
WPC WP Carey Inc. 0.13% 3,655 $234K No change
IVV iShares Core S&P 500 ETF 0.13% 402 $226K No change
MSGS Madison Square Garden Sports 0.12% 1,082 $211K No change
BX Blackstone Inc. 0.11% 1,399 $196K Add +0.1%
XOM Exxon Mobil Corp. 0.10% 1,556 $185K Add +0.1%
HD Home Depot Inc. 0.10% 478 $175K No change
SPHY SS SPDR P High Yield ETF 0.09% 7,254 $170K Add +38.1%
JNJ Johnson & Johnson 0.09% 957 $159K No change
ROK Rockwell Automation Inc. 0.09% 598 $155K No change
KWR Quaker Chemical Corporation 0.08% 1,197 $148K No change
COP Conocophillips 0.07% 1,233 $129K Add +0.3%
GS Goldman Sachs Group Inc. 0.07% 229 $125K No change
AMZN Amazon.com Inc. 0.06% 600 $114K No change
EW Edwards Lifesciences Corp. 0.06% 1,434 $104K No change
T AT&T Inc. 0.06% 3,591 $102K No change
CL Colgate-Palmolive Co. 0.05% 957 $90K No change
CSCO Cisco Systems Inc. 0.05% 1,436 $89K No change
GLW Corning Inc. 0.05% 1,915 $88K No change
BMY Bristol-Myers Squibb Co. 0.05% 1,436 $88K No change
NOC Northrop Grumman Corp. 0.05% 162 $83K No change
AFL Aflac Inc. 0.04% 718 $80K No change
PFE Pfizer Inc. 0.04% 3,112 $79K No change
AMGN Amgen Inc. 0.04% 243 $76K Add +1.7%
UVSP Univest Financial Corp. 0.04% 2,623 $74K No change
META Meta Platforms Inc. Class A 0.04% 125 $72K No change
ADI Analog Devices Inc. 0.04% 358 $72K No change
DLTR Dollar Tree Inc. 0.04% 957 $72K No change
WFC Wells Fargo & Co. 0.04% 1,000 $72K No change
TRV The Travelers Cos Inc. 0.04% 250 $66K No change
MRK Merck & Co. Inc. 0.04% 718 $65K No change
V Visa Inc. Class A 0.03% 174 $61K No change
SRAD Sportradar Group AG-A 0.03% 2,755 $60K Add +2800.0%
AMP Ameriprise Financial Inc. 0.03% 119 $58K No change
PEP Pepsico Inc. 0.03% 367 $55K Add +1.1%
CHD Church & Dwight Co. Inc. 0.03% 478 $53K No change
CTAS Cintas Corp. 0.03% 234 $48K Add +0.4%
TXN Texas Instruments Inc. 0.03% 266 $48K Add +0.4%
STLD Steel Dynamics Inc. 0.03% 358 $45K No change
PSX Phillips 66 0.02% 358 $44K No change
VZ Verizon Communications Inc. 0.02% 957 $43K No change
AME Ametek Inc. 0.02% 239 $41K No change
CR Crane Co. 0.02% 239 $37K Reduce -50.0%
CMCSA Comcast Corp. Class A 0.02% 957 $35K New
AGCO Agco Corp. 0.02% 358 $33K No change
C Citigroup Inc. 0.02% 466 $33K Add +0.2%
BAX Baxter International Inc. 0.02% 957 $33K No change
CVS CVS Health Corp. 0.02% 478 $32K No change
DCI Donaldson Co. Inc. 0.02% 478 $32K No change
ETN Eaton Corp. PLC 0.02% 117 $32K No change
HUM Humana Inc. 0.02% 119 $32K No change
WMT Walmart Inc. 0.02% 357 $31K No change
AYI Acuity Inc. 0.02% 119 $31K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.02% 748 $31K Add +0.5%
DD Dupont DE Nemours Inc. 0.02% 408 $30K No change
UNH Unitedhealth Group Inc. 0.02% 58 $30K No change
LUV Southwest Airlines Co. 0.02% 837 $28K No change
HLT Hilton Worldwide Holdings Inc. 0.02% 122 $28K No change
INTC Intel Corp. 0.02% 1,197 $27K No change
RF Regions Financial Corp. 0.01% 1,197 $26K No change
CTVA Corteva Inc. 0.01% 408 $26K No change
IQV Iqvia Holdings Inc. 0.01% 141 $25K No change
APH Amphenol Corp. Class A 0.01% 372 $24K No change
NTRS Northern Trust Corp. 0.01% 239 $24K No change
SCHW Schwab (charles) Corp. 0.01% 299 $23K Add +0.3%
VMC Vulcan Materials Co. 0.01% 91 $21K Add +1.1%
DINO HF Sinclair Corp. 0.01% 598 $20K No change
SPGI S&P Global Inc. 0.01% 36 $18K No change

Show all 139 holdings

Portfolio Sells Q4 2024 → Q1 2025
PAYO Payoneer Global Inc. Reduce -6.5% 11.79% −4.80
IBB iShares Biotechnology ETF Sold out 0.00% −0.65
ACWI iShares MSCI Acwi ETF Reduce -16.1% 0.14% −0.02
CR Crane Co. Reduce -50.0% 0.02% −0.01
VTWO Vanguard Russell 2000 ETF Sold out 0.00% −0.00
FBTC Fidelity Wise Origin Bitcoin Sold out 0.00% −0.00
FETH Fidelity Ethereum Fund Sold out 0.00% −0.00

Portfolio Buys Q4 2024 → Q1 2025
VTI VG Morningstar TS MKT ETF-US Add +6.9% 25.84% +1.42
VEA Vanguard Ftse Developed ETF Add +5.7% 7.92% +1.16
IAU iShares Gold Trust Add +10.2% 3.74% +1.01
VWO Vanguard Ftse Emerging Marke Add +4.6% 5.84% +0.63
GOOGL Alphabet Inc. Class A New 0.36% +0.36
KCCA Kraneshares California Carbo Add +31.9% 1.19% +0.17
MDB Mongodb Inc. Add +75.5% 0.35% +0.10
ATMP Ipath Select MLP ETN Add +1.0% 0.76% +0.09
RSP Invesco S&P 500 Equal Weight Add +0.5% 1.22% +0.04
SRAD Sportradar Group AG-A Add +2800.0% 0.03% +0.03
SPHY SS SPDR P High Yield ETF Add +38.1% 0.09% +0.03
CMCSA Comcast Corp. Class A New 0.02% +0.02
JPM JPMorgan Chase & Co. Add +0.1% 0.23% +0.01
XOM Exxon Mobil Corp. Add +0.1% 0.10% +0.01
AMGN Amgen Inc. Add +1.7% 0.04% +0.01
COP Conocophillips Add +0.3% 0.07% +0.01
CXT Crane NXT Co. New 0.01% +0.01
CTAS Cintas Corp. Add +0.4% 0.03% +0.00
EIS iShares MSCI Israel ETF New 0.00% +0.00
AMT American Tower Corp. Add +1.4% 0.01% +0.00
SCHW Schwab (charles) Corp. Add +0.3% 0.01% +0.00
AEE Ameren Corporation Add +0.8% 0.01% +0.00
C Citigroup Inc. Add +0.2% 0.02% +0.00
EQT Eqt Corp. New 0.00% +0.00
PEP Pepsico Inc. Add +1.1% 0.03% +0.00
NRG NRG Energy Inc. New 0.00% +0.00
UNP Union Pacific Corp. Add +1.5% 0.01% +0.00
FE Firstenergy Corp. New 0.00% +0.00
HON Honeywell International Inc. New 0.00% +0.00
ZTS Zoetis Inc. Add +1.0% 0.01% +0.00
APD Air Products & Chemicals Inc. Add +2.6% 0.01% +0.00
PARAA Paramount Global Class A New 0.00% +0.00
RIVN Rivian Automotive Inc. Class A New 0.00% +0.00
TXN Texas Instruments Inc. Add +0.4% 0.03% +0.00
BAC Bank of America Corp. Add +0.5% 0.02% −0.00
VMC Vulcan Materials Co. Add +1.1% 0.01% −0.00
BX Blackstone Inc. Add +0.1% 0.11% −0.02
MSFT Microsoft Corp. Add +0.1% 0.82% −0.06
AAPL Apple Inc. Add +0.1% 0.82% −0.07

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 157$199.8MVTI, VOO, VEA, PAYO, INTU
Q1 2026 154$186.2MVTI, VEA, INTU, VOO, PAYO
Q4 2025 234$215.8MVT, ISRG, VOOG, VBK, PAYO
Q3 2025 148$212.7MVTI, INTU, VEA, VOO, PAYO
Q2 2025 142$202.8MVTI, INTU, PAYO, VEA, VOO
Q1 2025 139$179.2MVTI, INTU, PAYO, VOO, VEA
Q4 2024 133$187.1MVTI, PAYO, INTU, VOO, VEA
Q3 2024 135$184.0MVTI, INTU, PAYO, VOO, VEA
Q2 2024 35$151.1MVTI, INTU, VOO, VEA, PAYO
Q1 2024 35$123.3MINTU, VTI, VOO, PAYO, VEA