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, IBM, and represent 18.69% of Nia Impact Advisors's stock portfolio.
- Added to shares of these 10 stocks: HOOD, TEAM, Brookfield Renewable Corp Cl A Ex Sub Vtg, PANW, EBAY, SHOP, SPOT, UNFI, NGVC, HNST.
- Started 12 new stock positions in HNST, WGS, HOOD, TEAM, VOO, SHOP, Brookfield Renewable Corp Cl A Ex Sub Vtg, SPOT, EBAY, UNFI. EMR, LMND.
- Reduced shares in these 10 stocks: BEPC, STM, PHI, LRN, BWA, GILD, NKE, SMI, TSM, AMN.
- Sold out of its positions in DMCY, BEPC, CCK, ENPH, MUB, NKE, PM, REGN, SBUX.
- Nia Impact Advisors was a net buyer of stock by $19M.
- Nia Impact Advisors has $308M in assets under management (AUM), dropping by 2.11%.
- Central Index Key (CIK): 0001815217
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Portfolio Holdings for Nia Impact Advisors
Nia Impact Advisors holds 112 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Simpson Manufacturing (SSD) | 4.6 | $14M | -2% | 85k | 165.83 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 4.1 | $13M | 44k | 289.81 |
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| Apple (AAPL) | 4.0 | $12M | 49k | 250.42 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 3.1 | $9.5M | -9% | 48k | 197.49 |
|
| International Business Machines (IBM) | 2.9 | $8.9M | -2% | 41k | 219.83 |
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| Xylem (XYL) | 2.6 | $7.9M | +12% | 68k | 116.02 |
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| Amalgamated Financial Corp (AMAL) | 2.5 | $7.6M | 228k | 33.47 |
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| Stantec (STN) | 2.4 | $7.5M | 96k | 78.45 |
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| AECOM Technology Corporation (ACM) | 2.4 | $7.5M | +2% | 70k | 106.82 |
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| Palo Alto Networks (PANW) | 2.4 | $7.3M | +84% | 40k | 181.96 |
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| Iron Mountain (IRM) | 2.4 | $7.3M | 69k | 105.11 |
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| Fortinet (FTNT) | 2.3 | $7.2M | 76k | 94.48 |
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| Sap Se Spon Adr (SAP) | 2.3 | $7.1M | -9% | 29k | 246.21 |
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| Procter & Gamble Company (PG) | 2.3 | $7.0M | 42k | 167.65 |
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| Carlisle Companies (CSL) | 2.1 | $6.5M | +7% | 18k | 368.85 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 2.1 | $6.4M | -8% | 16k | 402.70 |
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| NVIDIA Corporation (NVDA) | 2.1 | $6.4M | -2% | 48k | 134.29 |
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| First Solar (FSLR) | 2.0 | $6.3M | +6% | 36k | 176.24 |
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| Stride (LRN) | 2.0 | $6.2M | -19% | 60k | 103.93 |
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| Thermo Fisher Scientific (TMO) | 1.7 | $5.3M | +12% | 10k | 520.21 |
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| Gilead Sciences (GILD) | 1.6 | $5.0M | -21% | 54k | 92.37 |
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| Cloudflare Cl A Com (NET) | 1.5 | $4.5M | +7% | 42k | 107.68 |
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| Robinhood Mkts Com Cl A (HOOD) | 1.4 | $4.4M | NEW | 118k | 37.26 |
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| Hologic (HOLX) | 1.3 | $4.1M | +7% | 57k | 72.09 |
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| Telefonica S A Sponsored Adr (TEF) | 1.3 | $4.0M | +11% | 983k | 4.02 |
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| Hannon Armstrong (HASI) | 1.2 | $3.6M | +12% | 135k | 26.83 |
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| Duolingo Cl A Com (DUOL) | 1.2 | $3.6M | +3% | 11k | 324.22 |
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| Atlassian Corporation Cl A (TEAM) | 1.1 | $3.5M | NEW | 14k | 243.39 |
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| Brookfield Renewable Corp Cl A Ex Sub Vtg | 1.1 | $3.4M | NEW | 125k | 27.66 |
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| Stryker Corporation (SYK) | 1.1 | $3.4M | 9.5k | 360.05 |
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| Organon & Co Common Stock (OGN) | 1.1 | $3.3M | +20% | 223k | 14.92 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $3.2M | 17k | 189.30 |
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| Natural Grocers By Vitamin C (NGVC) | 1.0 | $3.0M | +177% | 76k | 39.72 |
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| Mastercard Incorporated Cl A (MA) | 1.0 | $3.0M | 5.7k | 526.57 |
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| Mueller Wtr Prods Com Ser A (MWA) | 1.0 | $3.0M | +9% | 132k | 22.50 |
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| Microsoft Corporation (MSFT) | 0.9 | $2.9M | -2% | 6.8k | 421.47 |
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| Analog Devices (ADI) | 0.9 | $2.9M | 13k | 212.46 |
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| eBay (EBAY) | 0.9 | $2.8M | NEW | 46k | 61.95 |
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| Advanced Micro Devices (AMD) | 0.9 | $2.8M | +13% | 24k | 120.79 |
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| Sylvamo Corp Common Stock (SLVM) | 0.9 | $2.6M | 34k | 79.02 |
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| Shopify Cl A (SHOP) | 0.8 | $2.6M | NEW | 25k | 106.33 |
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| Toast Cl A (TOST) | 0.8 | $2.5M | +4% | 68k | 36.45 |
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| Metropcs Communications (TMUS) | 0.8 | $2.5M | 11k | 220.73 |
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| Zillow Group Cl A (ZG) | 0.8 | $2.5M | +8% | 35k | 70.85 |
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| Rockwell Automation (ROK) | 0.8 | $2.5M | 8.6k | 285.79 |
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| Nextracker Class A Com (NXT) | 0.8 | $2.4M | +33% | 65k | 36.53 |
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| Vita Coco Co Inc/the (COCO) | 0.8 | $2.3M | 63k | 36.91 |
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| Autodesk (ADSK) | 0.7 | $2.3M | -3% | 7.8k | 295.56 |
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| Danaher Corporation (DHR) | 0.7 | $2.2M | 9.8k | 229.55 |
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| Spotify Technology S A SHS (SPOT) | 0.7 | $2.2M | NEW | 4.9k | 447.40 |
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| Canadian Natl Ry (CNI) | 0.7 | $2.2M | 22k | 101.51 |
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| United Natural Foods (UNFI) | 0.7 | $2.1M | NEW | 78k | 27.31 |
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| Automatic Data Processing (ADP) | 0.7 | $2.1M | 7.2k | 292.73 |
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| Vaneck Etf Trust Hip Sustble Muni (SMI) | 0.7 | $2.0M | -32% | 44k | 45.98 |
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| Radius Recycling Cl A (RDUS) | 0.7 | $2.0M | +14% | 132k | 15.22 |
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| Novo-nordisk A S Adr (NVO) | 0.6 | $2.0M | 23k | 86.02 |
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| Carrier Global Corporation (CARR) | 0.6 | $2.0M | 29k | 68.26 |
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| Honest (HNST) | 0.6 | $1.9M | NEW | 276k | 6.93 |
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| Steelcase Cl A (SCS) | 0.6 | $1.8M | -4% | 153k | 11.82 |
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| Tesla Motors (TSLA) | 0.6 | $1.7M | -2% | 4.3k | 403.84 |
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| California Water Service (CWT) | 0.5 | $1.7M | 37k | 45.33 |
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| Capitol Ser Tr Hull Tactical (HTUS) | 0.5 | $1.7M | 44k | 38.07 |
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| Lemonade (LMND) | 0.5 | $1.6M | NEW | 45k | 36.68 |
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| Aptar (ATR) | 0.5 | $1.5M | 9.7k | 157.10 |
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| Genedx Holdings Corp Com Cl A (WGS) | 0.5 | $1.5M | NEW | 19k | 76.86 |
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| Unilever Spon Adr New (UL) | 0.4 | $1.4M | 24k | 56.70 |
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| Merck & Co (MRK) | 0.4 | $1.3M | 14k | 99.48 |
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| New York Times Cl A (NYT) | 0.4 | $1.3M | 26k | 52.05 |
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| Elf Beauty (ELF) | 0.4 | $1.3M | +3% | 11k | 125.56 |
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| Veeva Sys Cl A Com (VEEV) | 0.4 | $1.3M | 6.0k | 210.25 |
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| Hain Celestial (HAIN) | 0.4 | $1.2M | +122% | 198k | 6.15 |
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| Tidal Etf Tr Adasina Social (JSTC) | 0.4 | $1.1M | -6% | 62k | 18.36 |
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| Intuitive Surgical Com New (ISRG) | 0.3 | $922k | 1.8k | 521.96 |
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| MarketAxess Holdings (MKTX) | 0.3 | $807k | 3.6k | 226.01 |
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| Dex (DXCM) | 0.2 | $766k | 9.9k | 77.77 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $681k | 1.00 | 680920.00 |
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| Stmicroelectronics N V Ny Registry (STM) | 0.2 | $681k | -72% | 27k | 24.97 |
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| Roper Industries (ROP) | 0.2 | $651k | 1.3k | 519.85 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $639k | 2.7k | 240.28 |
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| Veralto Corp Com Shs (VLTO) | 0.2 | $551k | 5.4k | 101.85 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $547k | 1.4k | 401.58 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $533k | 3.0k | 178.08 |
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| Eaton Corp SHS (ETN) | 0.2 | $507k | 1.5k | 331.91 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $490k | 8.5k | 57.41 |
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| Cisco Systems (CSCO) | 0.2 | $489k | +3% | 8.3k | 59.20 |
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| Descartes Sys Grp (DSGX) | 0.2 | $477k | 4.2k | 113.60 |
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| Ishares Tr Ultra Short-term (ICSH) | 0.1 | $451k | 8.9k | 50.43 |
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| Abbott Laboratories (ABT) | 0.1 | $431k | +2% | 3.8k | 113.10 |
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| Abbvie (ABBV) | 0.1 | $424k | +8% | 2.4k | 177.71 |
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| Visa Com Cl A (V) | 0.1 | $411k | 1.3k | 316.04 |
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| Illumina (ILMN) | 0.1 | $405k | -8% | 3.0k | 133.63 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $383k | 750.00 | 511.23 |
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| Flex Ord (FLEX) | 0.1 | $372k | 9.7k | 38.39 |
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| PLDT Sponsored Adr (PHI) | 0.1 | $369k | -80% | 17k | 22.15 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $363k | 800.00 | 453.28 |
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| BorgWarner (BWA) | 0.1 | $354k | -80% | 11k | 31.79 |
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| Sunrun (RUN) | 0.1 | $353k | -58% | 38k | 9.25 |
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| Ormat Technologies (ORA) | 0.1 | $341k | 5.0k | 67.72 |
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| Johnson & Johnson (JNJ) | 0.1 | $279k | +5% | 1.9k | 144.62 |
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| AMN Healthcare Services (AMN) | 0.1 | $277k | -75% | 12k | 23.92 |
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| Paccar (PCAR) | 0.1 | $274k | 2.6k | 104.02 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $262k | 1.4k | 190.88 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $254k | -2% | 1.3k | 190.37 |
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| Amazon (AMZN) | 0.1 | $252k | -9% | 1.1k | 219.39 |
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| Garmin SHS (GRMN) | 0.1 | $247k | +3% | 1.2k | 206.20 |
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| Pfizer (PFE) | 0.1 | $242k | +7% | 9.1k | 26.53 |
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| Caterpillar (CAT) | 0.1 | $236k | 651.00 | 362.76 |
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| Qualcomm (QCOM) | 0.1 | $228k | +3% | 1.5k | 153.67 |
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| Emerson Electric (EMR) | 0.1 | $213k | NEW | 1.7k | 123.93 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $204k | NEW | 378.00 | 538.81 |
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| American Water Works (AWK) | 0.1 | $204k | 1.6k | 124.49 |
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| Horizon Technology Fin (HRZN) | 0.0 | $103k | -11% | 12k | 8.99 |
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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 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
- Nia Impact Advisors 2021 Q1 filed June 16, 2021
- Nia Impact Advisors 2020 Q4 filed Jan. 25, 2021