Nia Impact Advisors
Latest statistics and disclosures from Nia Impact Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, IBM, AAPL, STN, VRTX, and represent 18.39% of Nia Impact Advisors's stock portfolio.
- Added to shares of these 10 stocks: PG (+$6.9M), SAP (+$6.5M), NVDA, AMD, NET, SYK, XYL, NVO, AAPL, CNI.
- Started 48 new stock positions in NVDA, DXCM, ABT, ABBV, CARR, CCK, DUOL, MA, QCOM, VLTO.
- Reduced shares in these 10 stocks: stock, MRNA, SEDG, SMI, MAXN, , PANW, TSM, ETSY, TPIC.
- Sold out of its positions in AMRC, AIG, ETSY, MRNA, OSUR, Pluri, SEDG, stock, TPIC, MAXN.
- Nia Impact Advisors was a net buyer of stock by $58M.
- Nia Impact Advisors has $251M in assets under management (AUM), dropping by 42.71%.
- Central Index Key (CIK): 0001815217
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Portfolio Holdings for Nia Impact Advisors
Nia Impact Advisors holds 91 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 4.6 | $12M | 44k | 259.90 |
|
|
| International Business Machines (IBM) | 3.8 | $9.5M | -9% | 50k | 190.96 |
|
| Apple (AAPL) | 3.4 | $8.5M | +49% | 50k | 171.48 |
|
| Stantec (STN) | 3.3 | $8.4M | -11% | 101k | 83.04 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 3.3 | $8.3M | 20k | 418.00 |
|
|
| First Solar (FSLR) | 3.0 | $7.5M | -7% | 45k | 168.80 |
|
| Xylem (XYL) | 3.0 | $7.4M | +74% | 58k | 129.24 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.9 | $7.4M | -14% | 54k | 136.05 |
|
| AECOM Technology Corporation (ACM) | 2.8 | $7.1M | -6% | 72k | 98.08 |
|
| Procter & Gamble Company (PG) | 2.7 | $6.9M | NEW | 42k | 162.25 |
|
| Palo Alto Networks (PANW) | 2.7 | $6.8M | -18% | 24k | 284.13 |
|
| Carlisle Companies (CSL) | 2.6 | $6.6M | -8% | 17k | 391.85 |
|
| Sap Se Spon Adr (SAP) | 2.6 | $6.5M | NEW | 33k | 195.03 |
|
| Iron Mountain (IRM) | 2.4 | $6.1M | -2% | 77k | 80.21 |
|
| Amalgamated Financial Corp (AMAL) | 2.2 | $5.6M | +6% | 235k | 24.00 |
|
| Fortinet (FTNT) | 2.2 | $5.6M | -9% | 82k | 68.31 |
|
| Gilead Sciences (GILD) | 2.2 | $5.4M | -10% | 74k | 73.25 |
|
| Thermo Fisher Scientific (TMO) | 2.1 | $5.2M | +3% | 9.0k | 581.21 |
|
| Stride (LRN) | 2.0 | $4.9M | -17% | 78k | 63.05 |
|
| NVIDIA Corporation (NVDA) | 1.9 | $4.8M | NEW | 5.3k | 903.56 |
|
| Hologic (HOLX) | 1.7 | $4.4M | -7% | 56k | 77.96 |
|
| Stmicroelectronics N V Ny Registry (STM) | 1.7 | $4.3M | -8% | 99k | 43.24 |
|
| Advanced Micro Devices (AMD) | 1.5 | $3.8M | NEW | 21k | 180.49 |
|
| Cloudflare Cl A Com (NET) | 1.5 | $3.6M | NEW | 38k | 96.83 |
|
| Hannon Armstrong (HASI) | 1.4 | $3.5M | -10% | 123k | 28.40 |
|
| Stryker Corporation (SYK) | 1.3 | $3.2M | NEW | 8.9k | 357.87 |
|
| Organon & Co Common Stock (OGN) | 1.2 | $3.1M | +54% | 167k | 18.80 |
|
| Vaneck Etf Trust Hip Sustble Muni (SMI) | 1.2 | $3.0M | -43% | 64k | 46.14 |
|
| Brookfield Renewable Corp Cl A Sub Vtg (BEPC) | 1.1 | $2.9M | -9% | 117k | 24.57 |
|
| Novo-nordisk A S Adr (NVO) | 1.1 | $2.8M | NEW | 22k | 128.40 |
|
| Microsoft Corporation (MSFT) | 1.1 | $2.8M | +687% | 6.6k | 420.70 |
|
| Canadian Natl Ry (CNI) | 1.1 | $2.7M | NEW | 21k | 131.71 |
|
| Mastercard Incorporated Cl A (MA) | 1.1 | $2.7M | NEW | 5.7k | 481.57 |
|
| AMN Healthcare Services (AMN) | 1.1 | $2.7M | -3% | 43k | 62.51 |
|
| Radius Recycling Cl A (RDUS) | 1.0 | $2.5M | +12% | 120k | 21.13 |
|
| Analog Devices (ADI) | 1.0 | $2.5M | NEW | 12k | 197.79 |
|
| Rockwell Automation (ROK) | 1.0 | $2.4M | NEW | 8.3k | 291.33 |
|
| Duolingo Cl A Com (DUOL) | 1.0 | $2.4M | NEW | 11k | 220.58 |
|
| Steelcase Cl A (SCS) | 1.0 | $2.4M | -27% | 185k | 13.08 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $2.4M | NEW | 16k | 150.93 |
|
| Danaher Corporation (DHR) | 0.9 | $2.3M | NEW | 9.2k | 249.72 |
|
| Autodesk (ADSK) | 0.9 | $2.2M | -12% | 8.3k | 260.41 |
|
| Nextracker Class A Com (NXT) | 0.9 | $2.2M | NEW | 39k | 56.27 |
|
| Sylvamo Corp Common Stock (SLVM) | 0.9 | $2.1M | -13% | 35k | 61.74 |
|
| PLDT Sponsored Adr (PHI) | 0.9 | $2.1M | -10% | 87k | 24.66 |
|
| Mueller Wtr Prods Com Ser A (MWA) | 0.8 | $1.9M | -10% | 118k | 16.09 |
|
| BorgWarner (BWA) | 0.8 | $1.9M | NEW | 54k | 34.74 |
|
| Metropcs Communications (TMUS) | 0.7 | $1.8M | NEW | 11k | 163.22 |
|
| California Water Service (CWT) | 0.7 | $1.8M | -9% | 39k | 46.48 |
|
| Merck & Co (MRK) | 0.7 | $1.8M | NEW | 13k | 131.95 |
|
| Capitol Ser Tr Hull Tactical (HTUS) | 0.7 | $1.7M | 44k | 39.94 |
|
|
| Automatic Data Processing (ADP) | 0.7 | $1.7M | NEW | 7.0k | 249.74 |
|
| Carrier Global Corporation (CARR) | 0.6 | $1.6M | NEW | 28k | 58.13 |
|
| Vita Coco Co Inc/the (COCO) | 0.6 | $1.6M | -10% | 66k | 24.43 |
|
| Zillow Group Cl A (ZG) | 0.6 | $1.6M | NEW | 33k | 47.86 |
|
| Dex (DXCM) | 0.6 | $1.5M | NEW | 11k | 138.70 |
|
| Nike CL B (NKE) | 0.6 | $1.4M | NEW | 15k | 93.98 |
|
| Veeva Sys Cl A Com (VEEV) | 0.6 | $1.4M | NEW | 6.0k | 231.69 |
|
| Aptar (ATR) | 0.5 | $1.3M | NEW | 9.1k | 143.89 |
|
| Sunrun (RUN) | 0.5 | $1.3M | -7% | 96k | 13.18 |
|
| Unilever Spon Adr New (UL) | 0.5 | $1.2M | NEW | 24k | 50.19 |
|
| Tidal Etf Tr Adasina Social (JSTC) | 0.5 | $1.2M | -8% | 66k | 17.73 |
|
| New York Times Cl A (NYT) | 0.4 | $1.0M | NEW | 23k | 43.22 |
|
| Tesla Motors (TSLA) | 0.4 | $965k | +354% | 5.5k | 175.79 |
|
| MarketAxess Holdings (MKTX) | 0.3 | $856k | NEW | 3.9k | 219.25 |
|
| Roper Industries (ROP) | 0.3 | $756k | NEW | 1.3k | 560.87 |
|
| Intuitive Surgical Com New (ISRG) | 0.3 | $706k | NEW | 1.8k | 399.09 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $634k | NEW | 1.00 | 634440.00 |
|
| Illumina (ILMN) | 0.2 | $576k | NEW | 4.2k | 137.32 |
|
| Hain Celestial (HAIN) | 0.2 | $556k | -11% | 71k | 7.86 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $500k | +8% | 8.5k | 58.65 |
|
| Aptiv SHS (APTV) | 0.2 | $499k | NEW | 6.3k | 79.65 |
|
| Visa Com Cl A (V) | 0.2 | $457k | NEW | 1.6k | 279.08 |
|
| Paccar (PCAR) | 0.2 | $419k | NEW | 3.4k | 123.89 |
|
| Veralto Corp Com Shs (VLTO) | 0.2 | $409k | NEW | 4.6k | 88.66 |
|
| Abbott Laboratories (ABT) | 0.2 | $398k | NEW | 3.5k | 113.67 |
|
| 4068594 Enphase Energy (ENPH) | 0.2 | $393k | NEW | 3.2k | 120.98 |
|
| Cisco Systems (CSCO) | 0.2 | $385k | +92% | 7.7k | 49.91 |
|
| Ormat Technologies (ORA) | 0.2 | $380k | NEW | 5.7k | 66.19 |
|
| Descartes Sys Grp (DSGX) | 0.1 | $375k | NEW | 4.1k | 91.53 |
|
| Eaton Corp SHS (ETN) | 0.1 | $374k | +9% | 1.2k | 312.66 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $336k | NEW | 800.00 | 420.52 |
|
| Johnson & Johnson (JNJ) | 0.1 | $298k | NEW | 1.9k | 158.19 |
|
| Flex Ord (FLEX) | 0.1 | $277k | NEW | 9.7k | 28.61 |
|
| Abbvie (ABBV) | 0.1 | $273k | NEW | 1.5k | 182.07 |
|
| Crown Holdings (CCK) | 0.1 | $224k | NEW | 2.8k | 79.26 |
|
| American Water Works (AWK) | 0.1 | $212k | NEW | 1.7k | 122.21 |
|
| Pfizer (PFE) | 0.1 | $210k | NEW | 7.6k | 27.75 |
|
| Qualcomm (QCOM) | 0.1 | $210k | NEW | 1.2k | 169.27 |
|
| Horizon Technology Fin (HRZN) | 0.1 | $153k | -15% | 13k | 11.37 |
|
| Sunpower (SPWR) | 0.0 | $88k | -82% | 29k | 3.00 |
|
Past Filings by Nia Impact Advisors
SEC 13F filings are viewable for Nia Impact Advisors going back to 2020
- Nia Impact Advisors 2024 Q1 filed May 15, 2024
- Nia Impact Advisors 2023 Q2 filed Aug. 11, 2023
- Nia Impact Advisors 2023 Q1 filed May 3, 2023
- Nia Impact Advisors 2022 Q4 filed Feb. 9, 2023
- Nia Impact Advisors 2022 Q3 filed Nov. 14, 2022
- Nia Impact Advisors 2022 Q2 filed Aug. 5, 2022
- Nia Impact Advisors 2022 Q1 filed May 11, 2022
- Nia Impact Advisors 2021 Q4 filed Feb. 11, 2022
- Nia Impact Advisors 2021 Q3 filed Nov. 16, 2021
- Nia Impact Advisors 2021 Q2 filed Aug. 16, 2021
- Nia Impact Advisors 2021 Q1 filed June 16, 2021
- Nia Impact Advisors 2020 Q4 filed Jan. 25, 2021