Nia Impact Advisors
Latest statistics and disclosures from Nia Impact Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SSD, VTI, AAPL, TSM, VRTX, and represent 19.91% of Nia Impact Advisors's stock portfolio.
- Added to shares of these 10 stocks: SSD (+$15M), NVDA (+$6.2M), TEF, ELF, TOST, VB, QUAL, IWF, ICSH, QQQ.
- Started 13 new stock positions in IVE, VB, SSD, TEF, AMZN, ICSH, IWF, QQQ, ELF, TOST. QUAL, REGN, GOOG.
- Reduced shares in these 10 stocks: FSLR, APTV, VRTX, PANW, IRM, AMAL, IBM, STN, SAP, TSM.
- Sold out of its position in APTV.
- Nia Impact Advisors was a net buyer of stock by $24M.
- Nia Impact Advisors has $278M in assets under management (AUM), dropping by 10.93%.
- Central Index Key (CIK): 0001815217
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Portfolio Holdings for Nia Impact Advisors
Nia Impact Advisors holds 103 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Simpson Manufacturing (SSD) | 5.4 | $15M | NEW | 89k | 168.53 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 4.3 | $12M | 44k | 267.51 |
|
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| Apple (AAPL) | 3.8 | $11M | 50k | 210.62 |
|
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 3.3 | $9.2M | -2% | 53k | 173.81 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 3.2 | $8.8M | -4% | 19k | 468.71 |
|
| International Business Machines (IBM) | 3.0 | $8.3M | -3% | 48k | 172.95 |
|
| Stantec (STN) | 2.9 | $8.1M | -3% | 97k | 83.55 |
|
| Palo Alto Networks (PANW) | 2.8 | $7.7M | -4% | 23k | 339.01 |
|
| Xylem (XYL) | 2.8 | $7.7M | 57k | 135.63 |
|
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| First Solar (FSLR) | 2.7 | $7.5M | -25% | 33k | 225.46 |
|
| Procter & Gamble Company (PG) | 2.5 | $6.9M | 42k | 164.92 |
|
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| NVIDIA Corporation (NVDA) | 2.5 | $6.9M | +949% | 56k | 123.54 |
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| Carlisle Companies (CSL) | 2.4 | $6.6M | -3% | 16k | 405.21 |
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| Iron Mountain (IRM) | 2.3 | $6.5M | -5% | 72k | 89.62 |
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| Sap Se Spon Adr (SAP) | 2.3 | $6.4M | -4% | 32k | 201.71 |
|
| AECOM Technology Corporation (ACM) | 2.2 | $6.1M | -3% | 70k | 88.14 |
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| Amalgamated Financial Corp (AMAL) | 2.2 | $6.1M | -5% | 221k | 27.40 |
|
| Stride (LRN) | 1.9 | $5.3M | -3% | 75k | 70.50 |
|
| Gilead Sciences (GILD) | 1.8 | $4.9M | -3% | 71k | 68.61 |
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| Thermo Fisher Scientific (TMO) | 1.7 | $4.8M | -3% | 8.7k | 553.02 |
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| Fortinet (FTNT) | 1.7 | $4.7M | -3% | 79k | 60.27 |
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| Hologic (HOLX) | 1.4 | $3.9M | -4% | 53k | 74.25 |
|
| Stmicroelectronics N V Ny Registry (STM) | 1.4 | $3.8M | -3% | 96k | 39.28 |
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| Telefonica S A Sponsored Adr (TEF) | 1.3 | $3.6M | NEW | 866k | 4.21 |
|
| Hannon Armstrong (HASI) | 1.3 | $3.5M | -3% | 119k | 29.60 |
|
| Novo-nordisk A S Adr (NVO) | 1.2 | $3.3M | +5% | 23k | 142.74 |
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| Organon & Co Common Stock (OGN) | 1.2 | $3.3M | -4% | 160k | 20.70 |
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| Advanced Micro Devices (AMD) | 1.2 | $3.3M | -4% | 20k | 162.21 |
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| Stryker Corporation (SYK) | 1.2 | $3.3M | +7% | 9.6k | 340.25 |
|
| Brookfield Renewable Corp Cl A Sub Vtg (BEPC) | 1.2 | $3.2M | -3% | 113k | 28.38 |
|
| Microsoft Corporation (MSFT) | 1.1 | $3.2M | +8% | 7.1k | 446.94 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $3.1M | +8% | 17k | 182.15 |
|
| Cloudflare Cl A Com (NET) | 1.1 | $3.0M | -3% | 36k | 82.83 |
|
| Analog Devices (ADI) | 1.1 | $3.0M | +5% | 13k | 228.26 |
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| Vaneck Etf Trust Hip Sustble Muni (SMI) | 1.1 | $3.0M | 64k | 46.04 |
|
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| Mastercard Incorporated Cl A (MA) | 1.0 | $2.7M | +5% | 6.0k | 441.16 |
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| Canadian Natl Ry (CNI) | 0.9 | $2.6M | +3% | 22k | 118.13 |
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| Danaher Corporation (DHR) | 0.9 | $2.4M | +4% | 9.6k | 249.85 |
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| Rockwell Automation (ROK) | 0.9 | $2.4M | +3% | 8.6k | 275.28 |
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| Sylvamo Corp Common Stock (SLVM) | 0.8 | $2.3M | -3% | 34k | 68.60 |
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| Steelcase Cl A (SCS) | 0.8 | $2.3M | -4% | 177k | 12.96 |
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| Duolingo Cl A Com (DUOL) | 0.8 | $2.2M | -4% | 11k | 208.67 |
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| Metropcs Communications (TMUS) | 0.7 | $2.1M | +3% | 12k | 176.18 |
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| PLDT Sponsored Adr (PHI) | 0.7 | $2.0M | -4% | 83k | 24.56 |
|
| Mueller Wtr Prods Com Ser A (MWA) | 0.7 | $2.0M | -4% | 113k | 17.92 |
|
| AMN Healthcare Services (AMN) | 0.7 | $2.0M | -8% | 39k | 51.23 |
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| Autodesk (ADSK) | 0.7 | $2.0M | -2% | 8.1k | 247.43 |
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| Carrier Global Corporation (CARR) | 0.7 | $1.8M | +4% | 29k | 63.08 |
|
| California Water Service (CWT) | 0.7 | $1.8M | -3% | 38k | 48.49 |
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| Capitol Ser Tr Hull Tactical (HTUS) | 0.6 | $1.8M | 44k | 41.41 |
|
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| Elf Beauty (ELF) | 0.6 | $1.8M | NEW | 8.5k | 210.71 |
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| Radius Recycling Cl A (RDUS) | 0.6 | $1.8M | -3% | 115k | 15.27 |
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| Vita Coco Co Inc/the (COCO) | 0.6 | $1.8M | -4% | 63k | 27.85 |
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| Nextracker Class A Com (NXT) | 0.6 | $1.7M | -4% | 37k | 46.88 |
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| Automatic Data Processing (ADP) | 0.6 | $1.7M | +2% | 7.2k | 238.69 |
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| BorgWarner (BWA) | 0.6 | $1.7M | -4% | 52k | 32.24 |
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| Merck & Co (MRK) | 0.6 | $1.7M | 13k | 123.80 |
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| Toast Cl A (TOST) | 0.6 | $1.7M | NEW | 64k | 25.77 |
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| Zillow Group Cl A (ZG) | 0.5 | $1.4M | -4% | 31k | 45.04 |
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| Aptar (ATR) | 0.5 | $1.3M | +4% | 9.6k | 140.81 |
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| Unilever Spon Adr New (UL) | 0.5 | $1.3M | 24k | 54.99 |
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| Dex (DXCM) | 0.5 | $1.3M | +4% | 12k | 113.38 |
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| New York Times Cl A (NYT) | 0.5 | $1.3M | +7% | 25k | 51.21 |
|
| Nike CL B (NKE) | 0.4 | $1.2M | +3% | 16k | 75.37 |
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| Tidal Etf Tr Adasina Social (JSTC) | 0.4 | $1.1M | 66k | 17.33 |
|
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| Veeva Sys Cl A Com (VEEV) | 0.4 | $1.1M | +2% | 6.1k | 183.01 |
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| Tesla Motors (TSLA) | 0.4 | $1.1M | +2% | 5.6k | 197.88 |
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| Sunrun (RUN) | 0.4 | $1.1M | -4% | 92k | 11.86 |
|
| MarketAxess Holdings (MKTX) | 0.3 | $815k | +4% | 4.1k | 200.51 |
|
| Intuitive Surgical Com New (ISRG) | 0.3 | $787k | 1.8k | 444.85 |
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| Roper Industries (ROP) | 0.3 | $706k | -7% | 1.3k | 563.67 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $612k | 1.00 | 612241.00 |
|
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $580k | NEW | 2.7k | 218.04 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $511k | NEW | 3.0k | 170.76 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $500k | 8.5k | 58.64 |
|
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $497k | NEW | 1.4k | 364.51 |
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| Eaton Corp SHS (ETN) | 0.2 | $477k | +27% | 1.5k | 313.51 |
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| Hain Celestial (HAIN) | 0.2 | $470k | -3% | 68k | 6.91 |
|
| Veralto Corp Com Shs (VLTO) | 0.2 | $464k | +5% | 4.9k | 95.47 |
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| Ishares Tr Blackrock Ultra (ICSH) | 0.2 | $452k | NEW | 8.9k | 50.53 |
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| Illumina (ILMN) | 0.2 | $420k | -4% | 4.0k | 104.38 |
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| Ormat Technologies (ORA) | 0.1 | $411k | 5.7k | 71.70 |
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| Descartes Sys Grp (DSGX) | 0.1 | $407k | +2% | 4.2k | 96.84 |
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| Cisco Systems (CSCO) | 0.1 | $368k | 7.8k | 47.51 |
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| Visa Com Cl A (V) | 0.1 | $368k | -14% | 1.4k | 262.47 |
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| Abbott Laboratories (ABT) | 0.1 | $364k | 3.5k | 103.92 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $359k | NEW | 750.00 | 479.11 |
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| Paccar (PCAR) | 0.1 | $348k | 3.4k | 102.94 |
|
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| Abbvie (ABBV) | 0.1 | $341k | +32% | 2.0k | 171.53 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $325k | 800.00 | 406.80 |
|
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| 4068594 Enphase Energy (ENPH) | 0.1 | $308k | -4% | 3.1k | 99.71 |
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| Flex Ord (FLEX) | 0.1 | $286k | 9.7k | 29.49 |
|
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| Johnson & Johnson (JNJ) | 0.1 | $275k | 1.9k | 146.16 |
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| Qualcomm (QCOM) | 0.1 | $264k | +6% | 1.3k | 199.17 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $250k | NEW | 1.4k | 182.01 |
|
| Pfizer (PFE) | 0.1 | $228k | +7% | 8.1k | 27.98 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $225k | NEW | 1.2k | 183.49 |
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| Amazon (AMZN) | 0.1 | $222k | NEW | 1.1k | 193.25 |
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| American Water Works (AWK) | 0.1 | $211k | -5% | 1.6k | 129.16 |
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| Crown Holdings (CCK) | 0.1 | $210k | 2.8k | 74.39 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $209k | NEW | 199.00 | 1051.03 |
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| Horizon Technology Fin (HRZN) | 0.1 | $152k | -6% | 13k | 12.04 |
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| Sunpower (SPWRQ) | 0.0 | $86k | 29k | 2.96 |
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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 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
- 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