Nia Impact Advisors
Latest statistics and disclosures from Nia Impact Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, TSM, AAPL, FSLR, IBM, and represent 18.42% of Nia Impact Advisors's stock portfolio.
- Added to shares of these 10 stocks: VRT, CNM, MSFT, WGS, EBAY, ADSK, NET, FMS, NXT, LRCX.
- Started 6 new stock positions in CNM, VRT, AWK, LRCX, VOD, RZLT.
- Reduced shares in these 10 stocks: CSL (-$6.0M), AMAL, XYL, ACM, PANW, STN, NVDA, LMND, LRN, TOST.
- Sold out of its positions in CSL, EMR.
- Nia Impact Advisors was a net buyer of stock by $2.8M.
- Nia Impact Advisors has $308M in assets under management (AUM), dropping by 6.37%.
- 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 September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 4.6 | $14M | 44k | 328.17 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 3.7 | $11M | 41k | 279.29 |
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| Apple (AAPL) | 3.7 | $11M | 44k | 254.63 |
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| First Solar (FSLR) | 3.6 | $11M | +2% | 50k | 220.53 |
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| International Business Machines (IBM) | 2.8 | $8.7M | 31k | 282.16 |
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| Stantec (STN) | 2.6 | $8.1M | -12% | 76k | 107.80 |
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| Robinhood Mkts Com Cl A (HOOD) | 2.6 | $7.8M | 55k | 143.18 |
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| Xylem (XYL) | 2.5 | $7.7M | -17% | 52k | 147.50 |
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| Stride (LRN) | 2.3 | $7.1M | -4% | 48k | 148.94 |
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| Sap Se Spon Adr (SAP) | 2.2 | $6.9M | 26k | 267.21 |
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| eBay (EBAY) | 2.2 | $6.8M | +26% | 75k | 90.95 |
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| Palo Alto Networks (PANW) | 2.2 | $6.7M | -15% | 33k | 203.62 |
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| AECOM Technology Corporation (ACM) | 2.1 | $6.4M | -18% | 49k | 130.47 |
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| Procter & Gamble Company (PG) | 2.1 | $6.4M | 41k | 153.65 |
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| Nextracker Class A Com (NXT) | 2.1 | $6.4M | +4% | 86k | 73.99 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 2.0 | $6.2M | 16k | 391.65 |
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| Fortinet (FTNT) | 2.0 | $6.2M | 74k | 84.08 |
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| Microsoft Corporation (MSFT) | 2.0 | $6.2M | +95% | 12k | 517.97 |
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| Gilead Sciences (GILD) | 1.8 | $5.7M | +2% | 51k | 111.00 |
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| Iron Mountain (IRM) | 1.8 | $5.4M | 53k | 101.94 |
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| Hannon Armstrong (HASI) | 1.7 | $5.2M | +2% | 169k | 30.70 |
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| Telefonica S A Sponsored Adr (TEF) | 1.6 | $4.9M | 973k | 5.08 |
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| NVIDIA Corporation (NVDA) | 1.6 | $4.8M | -17% | 26k | 186.58 |
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| GSK Sponsored Adr (GSK) | 1.5 | $4.8M | 110k | 43.16 |
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| Cloudflare Cl A Com (NET) | 1.5 | $4.5M | +33% | 21k | 214.59 |
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| Vertiv Holdings Com Cl A (VRT) | 1.4 | $4.4M | NEW | 29k | 150.86 |
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| Fresenius Medical Care Sponsored Adr (FMS) | 1.4 | $4.3M | +33% | 164k | 26.33 |
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| Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) | 1.4 | $4.2M | 121k | 34.42 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 1.3 | $4.0M | 27k | 148.61 |
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| Vita Coco Co Inc/the (COCO) | 1.3 | $4.0M | 94k | 42.47 |
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| Advanced Micro Devices (AMD) | 1.3 | $3.9M | 24k | 161.79 |
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| Hologic (HOLX) | 1.3 | $3.8M | 57k | 67.49 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $3.7M | 15k | 243.10 |
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| Autodesk (ADSK) | 1.2 | $3.6M | +48% | 11k | 317.66 |
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| Spotify Technology S A SHS (SPOT) | 1.2 | $3.6M | 5.1k | 698.00 |
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| Core & Main Cl A (CNM) | 1.2 | $3.6M | NEW | 66k | 53.83 |
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| Lemonade (LMND) | 1.2 | $3.6M | -15% | 67k | 53.53 |
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| Genedx Holdings Corp Com Cl A (WGS) | 1.1 | $3.4M | +86% | 32k | 107.74 |
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| Amalgamated Financial Corp (AMAL) | 1.1 | $3.4M | -41% | 124k | 27.15 |
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| Mueller Wtr Prods Com Ser A (MWA) | 1.1 | $3.3M | 131k | 25.52 |
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| Duolingo Cl A Com (DUOL) | 1.1 | $3.3M | 10k | 321.83 |
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| Analog Devices (ADI) | 1.0 | $3.2M | 13k | 245.69 |
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| Stryker Corporation (SYK) | 1.0 | $3.2M | 8.5k | 369.67 |
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| Natural Grocers By Vitamin C (NGVC) | 1.0 | $3.2M | 79k | 40.00 |
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| United Natural Foods (UNFI) | 1.0 | $3.0M | 80k | 37.62 |
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| Rockwell Automation (ROK) | 0.9 | $2.9M | 8.2k | 349.53 |
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| Crane Holdings (CXT) | 0.9 | $2.8M | +2% | 41k | 67.07 |
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| Mastercard Incorporated Cl A (MA) | 0.9 | $2.7M | 4.8k | 568.81 |
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| Toast Cl A (TOST) | 0.8 | $2.6M | -10% | 70k | 36.51 |
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| Zillow Group Cl A (ZG) | 0.8 | $2.5M | 33k | 74.44 |
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| Atlassian Corporation Cl A (TEAM) | 0.8 | $2.4M | 15k | 159.70 |
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| Metropcs Communications (TMUS) | 0.8 | $2.4M | 10k | 239.38 |
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| Automatic Data Processing (ADP) | 0.6 | $2.0M | 6.7k | 293.50 |
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| Canadian Natl Ry (CNI) | 0.6 | $1.9M | 21k | 94.30 |
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| Danaher Corporation (DHR) | 0.6 | $1.9M | 9.5k | 198.26 |
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| Capitol Ser Tr Hull Tactical (HTUS) | 0.6 | $1.9M | 44k | 42.66 |
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| California Water Service (CWT) | 0.6 | $1.7M | 38k | 45.89 |
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| Veeva Sys Cl A Com (VEEV) | 0.6 | $1.7M | 5.7k | 297.91 |
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| Carrier Global Corporation (CARR) | 0.5 | $1.6M | 26k | 59.70 |
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| Unilever Spon Adr New (UL) | 0.5 | $1.5M | 25k | 59.28 |
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| New York Times Cl A (NYT) | 0.5 | $1.4M | 25k | 57.40 |
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| Sylvamo Corp Common Stock (SLVM) | 0.4 | $1.4M | 31k | 44.22 |
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| Novo-nordisk A S Adr (NVO) | 0.4 | $1.3M | 23k | 55.49 |
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| Aptar (ATR) | 0.4 | $1.3M | 9.5k | 133.66 |
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| Honest (HNST) | 0.4 | $1.1M | 307k | 3.68 |
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| Merck & Co (MRK) | 0.3 | $1.0M | 12k | 83.93 |
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| Tidal Trust I Adasina Social (JSTC) | 0.3 | $979k | 48k | 20.33 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $754k | 1.00 | 754200.00 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $670k | 1.5k | 447.23 |
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| Cisco Systems (CSCO) | 0.2 | $662k | +14% | 9.7k | 68.42 |
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| Dex (DXCM) | 0.2 | $640k | 9.5k | 67.29 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $623k | 1.3k | 484.86 |
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| Veralto Corp Com Shs (VLTO) | 0.2 | $612k | +10% | 5.7k | 106.61 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $609k | 8.5k | 71.37 |
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| MarketAxess Holdings (MKTX) | 0.2 | $599k | 3.4k | 174.22 |
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| Roper Industries (ROP) | 0.2 | $514k | 1.0k | 498.70 |
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| Flex Ord (FLEX) | 0.2 | $511k | 8.8k | 57.97 |
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| Ormat Technologies (ORA) | 0.2 | $485k | 5.0k | 96.25 |
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| Abbott Laboratories (ABT) | 0.2 | $474k | -4% | 3.5k | 133.95 |
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| Eaton Corp SHS (ETN) | 0.1 | $430k | 1.2k | 374.13 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $402k | 800.00 | 502.74 |
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| Descartes Sys Grp (DSGX) | 0.1 | $396k | 4.2k | 94.23 |
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| Abbvie (ABBV) | 0.1 | $383k | +7% | 1.7k | 231.55 |
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| Pfizer (PFE) | 0.1 | $356k | +36% | 14k | 25.48 |
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| Stmicroelectronics N V Ny Registry (STM) | 0.1 | $343k | 12k | 28.26 |
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| Visa Com Cl A (V) | 0.1 | $341k | -11% | 1.0k | 341.38 |
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| Sunrun (RUN) | 0.1 | $317k | -2% | 18k | 17.29 |
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| Qualcomm (QCOM) | 0.1 | $313k | +23% | 1.9k | 166.32 |
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| Caterpillar (CAT) | 0.1 | $311k | 651.00 | 477.15 |
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| Johnson & Johnson (JNJ) | 0.1 | $284k | -26% | 1.5k | 185.42 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $274k | +3% | 447.00 | 612.38 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $271k | NEW | 2.0k | 133.92 |
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| Garmin SHS (GRMN) | 0.1 | $269k | 1.1k | 246.13 |
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| Paccar (PCAR) | 0.1 | $259k | 2.6k | 98.32 |
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| Philip Morris International (PM) | 0.1 | $246k | -3% | 1.5k | 162.20 |
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| Advisors Inner Circle Fd Iii Democracy Intern (DMCY) | 0.1 | $223k | 7.5k | 29.97 |
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| American Water Works (AWK) | 0.1 | $221k | NEW | 1.6k | 139.19 |
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| Crown Holdings (CCK) | 0.1 | $215k | 2.2k | 96.59 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $207k | -29% | 851.00 | 243.62 |
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| Vodafone Group Sponsored Adr (VOD) | 0.0 | $122k | NEW | 11k | 11.60 |
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| Rezolute Com New (RZLT) | 0.0 | $108k | NEW | 12k | 9.40 |
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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 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
- Nia Impact Advisors 2021 Q2 filed Aug. 16, 2021