Battery Global Advisors, LLC
Q1 2025 13F Holdings
- Locationboston, MA
- Num holdings
139
- Value ($000)
$179,239
- Date Filed05/09/2025
- Form type13F-HR
- CIK0001582272
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $46.32M | 26 % | 168,537 | ||
INTU INTUIT | COM | 461202103 | $27.84M | 16 % | 45,350 | ||
PAYO PAYONEER GLOBAL INC | COM | 70451X104 | $21.13M | 12 % | 2,890,975 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $14.64M | 8 % | 28,486 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $14.20M | 8 % | 279,439 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $10.47M | 6 % | 231,245 | ||
IAU ISHARES GOLD TR | ISHARES NEW | 464285204 | $6.71M | 4 % | 113,816 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $5.52M | 3 % | 151,635 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $4.54M | 3 % | 12,241 | ||
TPYP MANAGED PORTFOLIO SERIES | TORTOISE NRAM PI | 56167N720 | $2.49M | 1 % | 68,388 |
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