Filer Name: BATTERY GLOBAL ADVISORS, LLC
CIK: 1582272
Period: 2024-12-31
Filed At: 2025-02-14
Number of Holdings: 133
Portfolio Value: $0.19B

Battery Global Advisors, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
VTI US VANGUARD TOTAL STOCK MKT ETF 157,634 $46M 24.42% 5.5% -
PAYO US PAYONEER GLOBAL INC 3,090,975 $31M 16.59% - -
INTU US INTUIT INC 45,350 $29M 15.24% -6.6% -
VOO US VANGUARD S&P 500 ETF 28,486 $15M 8.21% - -
VEA US VANGUARD FTSE DEVELOPED ETF 264,500 $13M 6.76% 12.3% -
VWO US VANGUARD FTSE EMERGING MARKE 221,090 $10M 5.21% 9.3% -
SPDW US SPDR PORTFOLIO DEVELOPED WOR 151,635 $5M 2.77% 0.5% -
IAU US ISHARES GOLD TRUST 103,252 $5M 2.73% 16.0% -
VUG US VANGUARD GROWTH ETF 12,241 $5M 2.69% - -
TPYP US TORTOISE NORTH AMERICAN PIPE 68,388 $2M 1.26% - -
RSP US INVESCO S&P 500 EQUAL WEIGHT 12,544 $2M 1.18% 0.3% -
KCCA US KRANESHARES CALIFORNIA CARBO 97,421 $2M 1.02% -4.9% -
MSFT US MICROSOFT CORP 3,931 $2M 0.89% 0.1% -
AAPL US APPLE INC 6,638 $2M 0.89% 0.0% -
VV US VANGUARD LARGE-CAP ETF 4,879 $1M 0.70% - -
ATMP US IPATH SELECT MLP ETN 43,797 $1M 0.66% 14.7% -
IBB US ISHARES BIOTECHNOLOGY ETF 9,233 $1M 0.65% 18.9% -
VBK US VANGUARD SMALL-CAP GRWTH ETF 3,680 $1M 0.55% - -
VTV US VANGUARD VALUE ETF 6,113 $1M 0.55% - -
VBR US VANGUARD SMALL-CAP VALUE ETF 4,545 $1M 0.48% - -
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