BG

Battery Global Advisors, LLC

13F
Battery Global Advisors, LLC
Last update 2024-08-14 35 Stocks (6 new)
Value $151.00 Mil Turnover 18 %
Countries:
Top Holdings: VTI(25.48%)INTU(21.11%)VOO(9.46%)VEA(7.43%)PAYO(7.36%)
Portfolio Report
Summary Stock Picks Current Portfolio
Battery Global Advisors, LLC Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTI 		Vanguard Total Stock Market ETF
143,454
38512.050
+26.80%
25.480
+5.39%
-
+11.80%
+20.27%
423658.824
 
INTU 		Intuit Inc
48,550
31907.380
0%
21.110
0%
0.020
+2.80%
-0.40%
173453.098
Software
VOO 		Vanguard S&P 500 ETF
28,486
14297.510
0%
9.460
0%
-
+11.55%
+21.36%
493529.541
 
VEA 		Vanguard FTSE Developed Markets ETF
227,233
11229.840
+82.64%
7.430
+3.36%
-
+6.74%
+6.08%
139217.980
 
PAYO 		Payoneer Global Inc
2,008,352
11126.270
-14.29%
7.360
-1.32%
0.530
+97.70%
+97.70%
3672.728
Software
VWO 		Vanguard FTSE Emerging Markets ETF
198,074
8667.700
+121.12%
5.740
+3.14%
-
+13.15%
+15.35%
79711.430
 
DDOG 		Datadog Inc
45,000
5836.050
0%
3.860
0%
0.010
+19.13%
+3.02%
42160.892
Software
SPDW 		SPDR Portfolio Developed World ex-US ETF
150,890
5293.210
+0.63%
3.500
+0.02%
-
+7.29%
+6.44%
20956.180
 
VUG 		Vanguard Growth ETF
12,241
4583.660
0%
3.030
0%
-
+14.40%
+25.52%
133945.142
 
ACWI 		iShares MSCI ACWI Index Fund
72,291
3175.750
+2,789.33%
2.100
+2.03%
-
+10.83%
+16.78%
19277.576
 

Battery Global Advisors, LLC's Historical Top Holdings Breakdowns

Battery Global Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VTI 		Vanguard Total Stock Market ETF2024-06-30Add
+5.39%
●
245.23 ($258.82) 269.4
$285.30
10.23%
Add 26.8%
143,454
30,320
VEA 		Vanguard FTSE Developed Markets ETF2024-06-30Add
+3.36%
●
47.83 ($49.76) 51.21
$50.81
2.11%
Add 82.64%
227,233
102,818
VWO 		Vanguard FTSE Emerging Markets ETF2024-06-30Add
+3.14%
●
40.83 ($43.08) 44.89
$47.41
10.05%
Add 121.12%
198,074
108,498
ACWI 		iShares MSCI ACWI Index Fund2024-06-30Add
+2.03%
●
104.54 ($109.92) 112.83
$118.85
8.12%
Add 2789.33%
72,291
69,789
IAU 		iShares Gold Trust2024-06-30Reduce
-1.38%
●
42.46 ($44.19) 45.89
$51.81
17.24%
Reduce -99.21%
322
-40,463
KCCA 		Kraneshares California Carbon Allowance Strategy ETF2024-06-30New Buy
+1.32%
●
22.35 ($27.94) 29.48
$22.25
-20.37%
New holding
89,121
89,121
PAYO 		Payoneer Global Inc2024-06-30Reduce
-1.32%
●
4.73 ($5.41) 6.05
$10.30
90.39%
Reduce -14.29%
2,008,352
-334,725
TPYP 		Tortoise North American Pipeline Fund ETF2024-06-30New Buy
+1.30%
●
26.63 ($28.1) 29.03
$33.00
17.44%
New holding
68,388
68,388
ATMP 		Barclays Bank PLC FR SP ETN REDEEM 18/03/2043 USD 25 - Ser A2024-06-30New Buy
+0.79%
●
23.24 ($24.35) 25.11
$27.14
11.46%
New holding
47,824
47,824
IVV 		iShares Core S&P 500 ETF2024-06-30Add
+0.68%
●
497.53 ($525.83) 549.64
$579.45
10.20%
Add 2169.88%
7,763
7,421

Battery Global Advisors, LLC Total Holding History ($B)

To

Battery Global Advisors, LLC's Asset Allocation

To

Battery Global Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Battery Global Advisors, LLC's Hypothetical Growth since 2024-06-30

Battery Global Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Battery Global Advisors, LLC's Holdings Heat Map

Size field:

Battery Global Advisors, LLC's Holdings Bubble Chart

Battery Global Advisors, LLC News

  • 1

Discussions on Battery Global Advisors, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2024 GuruFocus.com, LLC. All Rights Reserved.