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CIK: 0001582272
Total reported value
$199.8M
$199.8M
139 檔
62.1%
According to the latest 13F quarterly dataset, Battery Global Advisors, LLC managed an equity portfolio of $199.8M at the end of Q1 2025, spanning 139 distinct U.S. exchange-listed positions.
In Q1 2025, Battery Global Advisors, LLC displayed an active expansion posture, initiating 10 new positions and adding to 29 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 25.84% | +1.34% | +6.92% | |
| 2 | INTU | Intuit Inc | Stock-Tech | 15.53% | -4.38% | — | |
| 3 | PAYO | Payoneer Global Inc | Stock-Other | 11.79% | +1.02% | -6.47% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 8.17% | +0.83% | — | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.92% | +0.17% | +5.65% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.84% | +0.18% | +4.59% | |
| 7 | IAU | Ishares Gold Trust | ETF-Commodities | 3.74% | -0.89% | +10.23% | |
| 8 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 3.08% | +0.11% | — | |
| 9 | VUG | Vanguard Growth ETF | ETF-Other | 2.53% | +0.30% | — | |
| 10 | TPYP | Tortoise North American Pipeline Fund | Stock-Other | 1.39% | — | — | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.22% | +0.33% | +0.48% | |
| 12 | KCCA | Kraneshares California Carbo | ETF-Other | 1.19% | +0.06% | +31.95% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 0.82% | -0.04% | +0.05% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 0.82% | +0.05% | +0.05% | |
| 15 | ATMP | Ipath Select Mlp Etn | ETF-Other | 0.76% | -0.01% | +0.98% | |
| 16 | VV | Vanguard Large-cap ETF | ETF-Other | 0.70% | +0.06% | — | |
| 17 | VTV | Vanguard Value ETF | ETF-Other | 0.59% | +0.03% | — | |
| 18 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.52% | +0.07% | — | |
| 19 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.49% | +0.02% | — | |
| 20 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.47% | +0.02% | — | |
| 21 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.41% | +0.37% | — | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.36% | +0.10% | — | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.36% | +0.10% | — | |
| 24 | NOW | Servicenow Inc | Stock-Tech | 0.36% | -0.01% | — | |
| 25 | MDB | Mongodb Inc | Stock-Tech | 0.35% | — | +75.55% | |
| 26 | HUBS | Hubspot Inc | Stock-Tech | 0.33% | — | — | |
| 27 | CI | THE Cigna Group | Stock-Healthcare | 0.31% | -0.01% | — | |
| 28 | CRM | Salesforce Inc | Stock-Tech | 0.29% | — | — | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.23% | +0.01% | +0.06% | |
| 30 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.22% | +0.04% | — | |
| 31 | VRSK | Verisk Analytics Inc | Stock-Industrials | 0.17% | -0.02% | — | |
| 32 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.15% | +0.03% | — | |
| 33 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.14% | +0.01% | -16.13% | |
| 34 | WPC | Wp Carey Inc | Stock-Real Estate | 0.13% | -0.01% | — | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.13% | +0.02% | — | |
| 36 | MSGS | Madison Square Garden Sports | Stock-Comm Services | 0.12% | -0.08% | — | |
| 37 | BX | Blackstone Inc | Stock-Financials | 0.11% | -0.01% | +0.14% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.10% | -0.03% | +0.06% | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.10% | — | — | |
| 40 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.09% | -0.01% | +38.07% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.09% | -0.01% | — | |
| 42 | ROK | Rockwell Automation Inc | Stock-Industrials | 0.09% | +0.03% | — | |
| 43 | KWR | Quaker Chemical Corporation | Stock-Other | 0.08% | +0.02% | — | |
| 44 | COP | Conocophillips | Stock-Energy | 0.07% | -0.02% | +0.33% | |
| 45 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.07% | +0.02% | — | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.06% | — | — | |
| 47 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.06% | — | — | |
| 48 | T | At&t Inc | Stock-Comm Services | 0.06% | -0.02% | — | |
| 49 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.05% | — | — | |
| 50 | CSCO | Cisco Systems Inc | Stock-Tech | 0.05% | +0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +1.4% | +6.92% | Add |
| 2 | VEA | Vanguard Ftse Developed ETF | +1.2% | +5.65% | Add |
| 3 | IAU | Ishares Gold Trust | +1% | +10.23% | Add |
| 4 | VWO | Vanguard Ftse Emerging Marke | +0.6% | +4.59% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.4% | NEW | New buy |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.3% | — | Unchanged |
| 7 | INTU | Intuit Inc | +0.3% | — | Unchanged |
| 8 | KCCA | Kraneshares California Carbo | +0.2% | +31.95% | Add |
| 9 | TPYP | Tortoise North American Pipeline Fund | +0.1% | — | Unchanged |
| 10 | MDB | Mongodb Inc | +0.1% | +75.55% | Add |
| 11 | ATMP | Ipath Select Mlp Etn | +0.1% | +0.98% | Add |
| 12 | CI | THE Cigna Group | +0.1% | — | Unchanged |
| 13 | VTV | Vanguard Value ETF | 0% | — | Unchanged |
| 14 | RSP | Invesco S&p 500 Equal Weight | 0% | +0.48% | Add |
| 15 | SRAD | Sportradar Group AG | 0% | +2800.00% | Add |
| 16 | SPEM | State Street Sp Ptf Em ETF | 0% | — | Unchanged |
| 17 | SPHY | Ss Spdr P High Yield ETF | 0% | +38.07% | Add |
| 18 | CMCSA | Comcast Corp-class A | 0% | NEW | New buy |
| 19 | WPC | Wp Carey Inc | 0% | — | Unchanged |
| 20 | VRSK | Verisk Analytics Inc | 0% | — | Unchanged |
| 21 | CRWD | Crowdstrike Holdings Inc - A | 0% | — | Unchanged |
| 22 | BNY | Bank Of New York Mellon CORP | 0% | — | Unchanged |
| 23 | JNJ | Johnson & Johnson | 0% | — | Unchanged |
| 24 | T | At&t Inc | 0% | — | Unchanged |
| 25 | XOM | Exxon Mobil CORP | 0% | +0.06% | Add |
| 26 | AMGN | Amgen Inc | 0% | +1.67% | Add |
| 27 | CXT | Crane Nxt Co | 0% | NEW | New buy |
| 28 | CVS | Cvs Health CORP | 0% | — | Unchanged |
| 29 | JPM | Jpmorgan Chase & Co | 0% | +0.06% | Add |
| 30 | NOC | Northrop Grumman CORP | 0% | — | Unchanged |
| 31 | BMY | Bristol-myers Squibb Co | 0% | — | Unchanged |
| 32 | TRV | Travelers Cos Inc/the | 0% | — | Unchanged |
| 33 | CTAS | Cintas CORP | 0% | +0.43% | Add |
| 34 | STLD | Steel Dynamics Inc | 0% | — | Unchanged |
| 35 | INTC | Intel CORP | 0% | — | Unchanged |
| 36 | WBD | Warner Bros Discovery Inc | 0% | — | Unchanged |
| 37 | VV | Vanguard Large-cap ETF | — | — | Unchanged |
| 38 | ROK | Rockwell Automation Inc | — | — | Unchanged |
| 39 | HD | Home Depot Inc | — | — | Unchanged |
| 40 | IVV | Ishares Core S&p 500 ETF | — | — | Unchanged |
| 41 | VTWO | Vanguard Russell 2000 ETF | — | EXIT | Sold out |
| 42 | COP | Conocophillips | — | +0.33% | Add |
| 43 | MRK | Merck & Co. Inc. | — | — | Unchanged |
| 44 | ETN | Eaton Corporation plc | — | — | Unchanged |
| 45 | V | Visa Inc-class A Shares | — | — | Unchanged |
| 46 | GS | Goldman Sachs Group Inc | — | — | Unchanged |
| 47 | AMP | Ameriprise Financial Inc | — | — | Unchanged |
| 48 | AFL | Aflac Inc | — | — | Unchanged |
| 49 | VZ | Verizon Communications Inc | — | — | Unchanged |
| 50 | BAX | Baxter International Inc | — | — | Unchanged |
According to official SEC Form 13F filings, Battery Global Advisors, LLC reported a total U.S. public equity portfolio value of $199.8M across 139 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, INTU, PAYO) accounted for 62.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
GOOGL
市值: $649.5K
Top Position Liquidated / Trimmed
IBB
前期市值: $1.2M
During Q1 2025, Battery Global Advisors, LLC's top holdings by market value included VTI (25.8%)、INTU (15.5%)、PAYO (11.8%). The largest single position, VTI, represented 25.8% of total portfolio value.
In Q1 2025, Battery Global Advisors, LLC made 46 total portfolio adjustments, initiating 10 new buys, adding to 29 positions, trimming 3 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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