Battery Global Advisors, LLC

Q1 2025 13F Holdings Report, Stock Holdings

Signature - Title: Daniel Burns - Chief Financial Officer and Chief Compliance Officer
Location: Boston, MA
Holdings as of: March 31, 2025
Value $: $179M
Num holdings: 139
Date filed: 5/9/2025, 04:15 PM
Form type: 13F-HR
Description: All US holdings of this investor are reported in this report. Top holdings included VTI, INTU, PAYO, VOO, and VEA.
Previous filing: Q4 2024 - Feb 14, 2025
SEC: View on sec.gov

Sym	Weight	Trade Impact	Company	Class	Shares Change	Activity	Value Change $	Value $	* Price $	Shares
VTI	25.8%	+1.67%	Vanguard Index Fds	TOTAL STK MKT	+10.9K		+$3M	$46.3M	274.84	169K
INTU	15.5%		Intuit	COM				$27.8M	613.99	45.4K
PAYO	11.8%	-0.82%	Payoneer Global Inc	COM	-200K		-$1.46M	$21.1M	7.31	2.89M
VOO	8.17%		Vanguard Index Fds	S&P 500 ETF SHS				$14.6M	513.91	28.5K
VEA	7.92%	+0.42%	Vanguard Tax Managed Fds	VAN FTSE DEV MKT	+14.9K		+$759K	$14.2M	50.83	279K
VWO	5.84%	+0.26%	Vanguard Intl Equity Index F	FTSE EMR MKT ETF	+10.2K		+$460K	$10.5M	45.26	231K
IAU	3.74%	+0.35%	Ishares Gold Tr	ISHARES NEW	+10.6K		+$623K	$6.71M	58.96	114K
SPDW	3.08%		Spdr Index Shs Fds	PORTFOLIO DEVLPD				$5.52M	36.41	152K
VUG	2.53%		Vanguard Index Fds	GROWTH ETF				$4.54M	370.81	12.2K
TPYP	1.39%		Managed Portfolio Series	TORTOISE NRAM PI				$2.49M	36.37	68.4K
RSP	1.22%	+0.01%	Invesco Exchange Traded Fd T	S&P500 EQL WGT	+60		+$10.4K	$2.18M	173.23	12.6K
KCCA	1.19%	+0.29%	Kraneshares Trust	CALIFORNIA CARB	+31.1K		+$518K	$2.14M	16.64	129K
MSFT	0.82%	+0%	Microsoft Corp	COM	+2		+$751	$1.48M	375.39	3.93K
AAPL	0.82%	+0%	Apple Inc	COM	+3		+$666	$1.48M	222.13	6.64K
ATMP	0.76%	+0.01%	Barclays Bank Plc	IPATH SELCT MLP	+430		+$13.2K	$1.36M	30.66	44.2K
VV	0.7%		Vanguard Index Fds	LARGE CAP ETF				$1.25M	257.06	4.88K
VTV	0.59%		Vanguard Index Fds	VALUE ETF				$1.06M	172.74	6.11K
VBK	0.52%		Vanguard Index Fds	SML CP GRW ETF				$927K	251.77	3.68K
SPEM	0.49%		Spdr Index Shs Fds	PORTFOLIO EMG MK				$880K	39.37	22.4K
VBR	0.47%		Vanguard Index Fds	SM CP VAL ETF				$847K	186.29	4.55K
CRWD	0.41%		Crowdstrike Hldgs Inc	CL A				$743K	352.58	2.11K
GOOG	0.36%		Alphabet Inc	CAP STK CL C				$653K	156.24	4.18K
GOOGL	0.36%	+0.36%	Alphabet Inc	CAP STK CL A	+4.2K	NEW	+$649K	$649K	154.64	4.2K
NOW	0.36%		Servicenow Inc	COM				$642K	796.14	806
MDB	0.35%	+0.15%	Mongodb Inc	CL A	+1.55K		+$271K	$630K	175.40	3.59K
HUBS	0.33%		Hubspot Inc	COM				$595K	571.29	1.04K
CI	0.31%		The Cigna Group	COM				$551K	329.00	1.68K
CRM	0.29%		Salesforce Inc	COM				$514K	268.36	1.91K
JPM	0.23%	+0%	Jpmorgan Chase & Co.	COM	+1		+$245	$421K	245.27	1.72K
VOOG	0.22%		Vanguard Admiral Fds Inc	500 GRTH IDX F				$387K	334.48	1.16K
VRSK	0.17%		Verisk Analytics Inc	COM				$308K	297.62	1.04K
BK	0.15%		Bank New York Mellon Corp	COM				$261K	83.87	3.11K
ACWI	0.14%	-0.03%	Ishares Tr	MSCI ACWI ETF	-407		-$47.4K	$246K	116.38	2.12K
WPC	0.13%		Wp Carey Inc	COM				$234K	64.00	3.66K
IVV	0.13%		Ishares Tr	CORE S&P500 ETF				$226K	562.11	402
MSGS	0.12%		Madison Square Grdn Sprt Cor	CL A				$211K	194.72	1.08K
BX	0.11%	+0%	Blackstone Inc	COM	+2		+$280	$196K	139.78	1.4K
XOM	0.1%	+0%	Exxon Mobil Corp	COM	+1		+$119	$185K	118.93	1.56K
HD	0.1%		Home Depot Inc	COM				$175K	366.49	478
SPHY	0.09%	+0.03%	Spdr Ser Tr	PORTFLI HIGH YLD	+2K		+$46.8K	$170K	23.42	7.25K
JNJ	0.09%		Johnson & Johnson	COM				$159K	165.84	957
ROK	0.09%		Rockwell Automation Inc	COM				$155K	258.38	598
KWR	0.08%		Quaker Houghton	COM				$148K	123.61	1.2K
COP	0.07%	+0%	Conocophillips	COM	+4		+$420	$129K	104.98	1.23K
GS	0.07%		Goldman Sachs Group Inc	COM				$125K	546.29	229
AMZN	0.06%		Amazon Com Inc	COM				$114K	190.26	600
EW	0.06%		Edwards Lifesciences Corp	COM				$104K	72.48	1.43K
T	0.06%		At&T Inc	COM				$102K	28.28	3.59K
CL	0.05%		Colgate Palmolive Co	COM				$89.7K	93.70	957
CSCO	0.05%		Cisco Sys Inc	COM				$88.6K	61.71	1.44K

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* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name	Title	City, State	Date
Daniel Burns	Chief Financial Officer and Chief Compliance Officer	Boston, Massachusetts	5/9/2025