Nia Impact Advisors
Latest statistics and disclosures from Nia Impact Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, FSLR, AAPL, TSM, IBM, and represent 19.51% of Nia Impact Advisors's stock portfolio.
- Added to shares of these 10 stocks: AVGO (+$6.7M), NTRA, RUN, UL, GSK, VRTX, TEAM, UNFI, GILD, LLY.
- Started 5 new stock positions in LLY, NTRA, UL, EMR, AVGO.
- Reduced shares in these 10 stocks: , DUOL, TSM, Unilever, SLVM, HNST, HOOD, NXT, MSFT, AAPL.
- Sold out of its positions in DUOL, FTNT, HNST, SLVM, Unilever.
- Nia Impact Advisors was a net seller of stock by $-7.5M.
- Nia Impact Advisors has $298M in assets under management (AUM), dropping by -3.18%.
- Central Index Key (CIK): 0001815217
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Portfolio Holdings for Nia Impact Advisors
Nia Impact Advisors holds 101 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 4.9 | $15M | 44k | 335.27 |
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| First Solar (FSLR) | 4.4 | $13M | 50k | 261.23 |
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| Apple (AAPL) | 3.9 | $12M | -3% | 43k | 271.86 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 3.3 | $9.8M | -20% | 32k | 303.89 |
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| International Business Machines (IBM) | 3.0 | $9.0M | 30k | 296.21 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 2.7 | $8.0M | +10% | 18k | 453.36 |
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| Stantec (STN) | 2.3 | $6.8M | -4% | 72k | 94.36 |
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| Xylem (XYL) | 2.3 | $6.8M | -4% | 50k | 136.18 |
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| Broadcom (AVGO) | 2.2 | $6.7M | NEW | 19k | 346.09 |
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| Gilead Sciences (GILD) | 2.2 | $6.7M | +6% | 54k | 122.74 |
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| Nextpower Class A Com (NXT) | 2.2 | $6.5M | -13% | 74k | 87.11 |
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| eBay (EBAY) | 2.1 | $6.2M | -4% | 72k | 87.10 |
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| GSK Sponsored Adr (GSK) | 2.1 | $6.2M | +14% | 127k | 49.04 |
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| Sap Se Spon Adr (SAP) | 2.0 | $6.0M | -4% | 25k | 242.91 |
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| Procter & Gamble Company (PG) | 2.0 | $5.9M | 42k | 143.31 |
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| Palo Alto Networks (PANW) | 1.9 | $5.7M | -5% | 31k | 184.20 |
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| Hannon Armstrong (HASI) | 1.8 | $5.4M | +2% | 173k | 31.43 |
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| Microsoft Corporation (MSFT) | 1.8 | $5.3M | -9% | 11k | 483.61 |
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| Robinhood Mkts Com Cl A (HOOD) | 1.7 | $5.1M | -17% | 45k | 113.10 |
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| Advanced Micro Devices (AMD) | 1.7 | $5.1M | 24k | 214.16 |
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| Vertiv Holdings Com Cl A (VRT) | 1.6 | $4.7M | 29k | 162.01 |
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| Vita Coco Co Inc/the (COCO) | 1.6 | $4.7M | -4% | 89k | 53.01 |
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| Lemonade (LMND) | 1.6 | $4.7M | 66k | 71.18 |
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| NVIDIA Corporation (NVDA) | 1.5 | $4.5M | -6% | 24k | 186.50 |
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| AECOM Technology Corporation (ACM) | 1.5 | $4.4M | -5% | 46k | 95.33 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $4.4M | -7% | 14k | 313.00 |
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| Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) | 1.5 | $4.3M | -6% | 113k | 38.34 |
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| Iron Mountain (IRM) | 1.4 | $4.3M | -2% | 52k | 82.95 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 1.4 | $4.3M | 27k | 160.97 |
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| Cloudflare Cl A Com (NET) | 1.4 | $4.2M | 21k | 197.15 |
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| Genedx Holdings Corp Com Cl A (WGS) | 1.3 | $4.0M | -3% | 31k | 130.06 |
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| Hologic (HOLX) | 1.3 | $4.0M | -6% | 53k | 74.49 |
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| Amalgamated Financial Corp (AMAL) | 1.3 | $3.8M | -3% | 119k | 32.03 |
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| Telefonica S A Sponsored Adr | 1.2 | $3.7M | -7% | 905k | 4.05 |
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| Fresenius Medical Care Sponsored Adr (FMS) | 1.2 | $3.6M | -6% | 153k | 23.82 |
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| Analog Devices (ADI) | 1.2 | $3.5M | 13k | 271.19 |
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| Core & Main Cl A (CNM) | 1.2 | $3.5M | 67k | 51.97 |
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| Natera (NTRA) | 1.1 | $3.4M | NEW | 15k | 229.09 |
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| United Natural Foods (UNFI) | 1.1 | $3.3M | +23% | 99k | 33.67 |
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| Rockwell Automation (ROK) | 1.1 | $3.1M | 8.1k | 389.07 |
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| Autodesk (ADSK) | 1.1 | $3.1M | -6% | 11k | 296.00 |
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| Atlassian Corporation Cl A (TEAM) | 1.0 | $3.1M | +26% | 19k | 162.14 |
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| Stride (LRN) | 1.0 | $3.1M | 47k | 64.93 |
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| Mueller Wtr Prods Com Ser A (MWA) | 1.0 | $2.9M | -5% | 123k | 23.82 |
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| Stryker Corporation (SYK) | 1.0 | $2.9M | -2% | 8.3k | 351.47 |
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| Spotify Technology S A SHS (SPOT) | 0.9 | $2.8M | -5% | 4.8k | 580.71 |
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| Sunrun (RUN) | 0.9 | $2.8M | +717% | 150k | 18.40 |
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| Mastercard Incorporated Cl A (MA) | 0.9 | $2.7M | 4.7k | 570.88 |
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| Toast Cl A (TOST) | 0.8 | $2.5M | 69k | 35.51 |
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| Danaher Corporation (DHR) | 0.7 | $2.2M | 9.4k | 228.92 |
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| Zillow Group Cl A (ZG) | 0.7 | $2.1M | -6% | 31k | 68.23 |
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| Canadian Natl Ry (CNI) | 0.7 | $2.0M | 21k | 98.85 |
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| Crane Holdings (CXT) | 0.6 | $1.9M | -2% | 40k | 47.07 |
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| Metropcs Communications (TMUS) | 0.6 | $1.8M | -9% | 9.1k | 203.04 |
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| Natural Grocers By Vitamin C (NGVC) | 0.6 | $1.8M | -7% | 73k | 25.05 |
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| New York Times Cl A (NYT) | 0.6 | $1.7M | -2% | 24k | 69.42 |
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| Automatic Data Processing (ADP) | 0.6 | $1.7M | -2% | 6.5k | 257.23 |
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| California Water Service (CWT) | 0.5 | $1.6M | 37k | 43.33 |
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| Capitol Ser Tr Hull Tactical (HTUS) | 0.5 | $1.6M | -7% | 40k | 39.70 |
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| Unilever Spon Adr New (UL) | 0.5 | $1.4M | NEW | 22k | 65.40 |
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| Carrier Global Corporation (CARR) | 0.5 | $1.4M | 26k | 52.84 |
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| Veeva Sys Cl A Com (VEEV) | 0.4 | $1.3M | 5.6k | 223.23 |
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| Merck & Co (MRK) | 0.4 | $1.2M | -2% | 12k | 105.26 |
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| Novo-nordisk A S Adr (NVO) | 0.4 | $1.2M | 23k | 50.88 |
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| Aptar (ATR) | 0.4 | $1.2M | 9.5k | 121.96 |
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| Tidal Trust I Adasina Social (JSTC) | 0.3 | $960k | 47k | 20.29 |
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| Intuitive Surgical Com New (ISRG) | 0.3 | $851k | 1.5k | 566.36 |
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| Cisco Systems (CSCO) | 0.3 | $764k | +2% | 9.9k | 77.03 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $755k | 1.00 | 754800.00 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $695k | -6% | 1.2k | 579.55 |
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| Dex (DXCM) | 0.2 | $617k | -2% | 9.3k | 66.37 |
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| Veralto Corp Com Shs (VLTO) | 0.2 | $583k | 5.8k | 99.78 |
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| Ormat Technologies (ORA) | 0.2 | $556k | 5.0k | 110.47 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $554k | -11% | 7.5k | 73.56 |
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| Flex Ord (FLEX) | 0.2 | $533k | 8.8k | 60.42 |
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| MarketAxess Holdings (MKTX) | 0.2 | $483k | -22% | 2.7k | 181.22 |
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| Caterpillar (CAT) | 0.2 | $470k | +26% | 821.00 | 572.87 |
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| Abbvie (ABBV) | 0.2 | $460k | +21% | 2.0k | 228.53 |
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| Roper Industries (ROP) | 0.2 | $459k | 1.0k | 445.14 |
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| Abbott Laboratories (ABT) | 0.1 | $446k | 3.6k | 125.28 |
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| Eaton Corp SHS (ETN) | 0.1 | $411k | +12% | 1.3k | 318.61 |
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| Pfizer (PFE) | 0.1 | $409k | +17% | 16k | 24.90 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $402k | 800.00 | 502.65 |
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| Qualcomm (QCOM) | 0.1 | $374k | +16% | 2.2k | 171.07 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $363k | +4% | 2.1k | 171.22 |
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| Descartes Sys Grp (DSGX) | 0.1 | $359k | -2% | 4.1k | 87.66 |
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| Johnson & Johnson (JNJ) | 0.1 | $322k | 1.6k | 206.95 |
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| Stmicroelectronics N V Ny Registry (STM) | 0.1 | $315k | 12k | 25.94 |
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| Visa Com Cl A (V) | 0.1 | $304k | -13% | 866.00 | 350.71 |
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| Paccar (PCAR) | 0.1 | $289k | 2.6k | 109.51 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $285k | 455.00 | 627.13 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $281k | +5% | 896.00 | 313.93 |
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| Philip Morris International (PM) | 0.1 | $243k | 1.5k | 160.40 |
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| Eli Lilly & Co. (LLY) | 0.1 | $233k | NEW | 217.00 | 1075.28 |
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| Advisors Inner Circle Fd Iii Democracy Intern (DMCY) | 0.1 | $231k | 7.5k | 31.01 |
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| Crown Holdings (CCK) | 0.1 | $229k | 2.2k | 102.97 |
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| Emerson Electric (EMR) | 0.1 | $229k | NEW | 1.7k | 132.72 |
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| Garmin SHS (GRMN) | 0.1 | $222k | 1.1k | 202.82 |
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| American Water Works (AWK) | 0.1 | $207k | 1.6k | 130.50 |
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| Vodafone Group Sponsored Adr (VOD) | 0.0 | $139k | 11k | 13.21 |
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| Rezolute Com New (RZLT) | 0.0 | $24k | -9% | 10k | 2.36 |
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Past Filings by Nia Impact Advisors
SEC 13F filings are viewable for Nia Impact Advisors going back to 2020
- Nia Impact Advisors 2025 Q4 filed Feb. 9, 2026
- Nia Impact Advisors 2025 Q3 filed Nov. 13, 2025
- Nia Impact Advisors 2025 Q2 filed Aug. 14, 2025
- Nia Impact Advisors 2025 Q1 filed May 15, 2025
- Nia Impact Advisors 2024 Q4 filed Feb. 14, 2025
- Nia Impact Advisors 2024 Q3 filed Nov. 14, 2024
- Nia Impact Advisors 2024 Q2 filed Aug. 9, 2024
- 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