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Nia Impact Advisors, LLC Top Holdings and 13F Report (2025)

About Nia Impact Advisors, LLC

Investment Activity

  • Nia Impact Advisors, LLC has $307.52 million in total holdings as of December 31, 2024.
  • Nia Impact Advisors, LLC owns shares of 112 different stocks, but just 47 companies or ETFs make up 80% of its holdings.
  • Approximately 12.78% of the portfolio was purchased this quarter.
  • About 6.66% of the portfolio was sold this quarter.
  • This quarter, Nia Impact Advisors, LLC has purchased 109 new stocks and bought additional shares in 45 stocks.
  • Nia Impact Advisors, LLC sold shares of 34 stocks and completely divested from 9 stocks this quarter.

Largest New Holdings this Quarter

Robinhood Markets
$4,411,465 Holding
Atlassian
$3,482,851 Holding
BROOKFIELD RENEWABLE CORP
$3,449,228 Holding
eBay
$2,841,241 Holding
Shopify
$2,608,929 Holding

Largest Purchases this Quarter

Robinhood Markets
118,397 shares (about $4.41M)
Atlassian
14,310 shares (about $3.48M)
BROOKFIELD RENEWABLE CORP
124,701 shares (about $3.45M)
Palo Alto Networks
18,407 shares (about $3.35M)
eBay
45,863 shares (about $2.84M)

Largest Sales this Quarter

STMicroelectronics
71,789 shares (about $1.79M)
PLDT
67,819 shares (about $1.50M)
Stride
14,410 shares (about $1.50M)
BorgWarner
45,242 shares (about $1.44M)
Gilead Sciences
15,059 shares (about $1.39M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofNia Impact Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Simpson Manufacturing Co., Inc. stock logo
SSD
Simpson Manufacturing
$14,141,153$357,198 -2.5%85,2754.6%Construction
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$12,631,369$244,600 -1.9%43,5854.1%ETF
Apple Inc. stock logo
AAPL
Apple
$12,285,524$74,625 -0.6%49,0604.0%Computer and Technology
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$9,473,381$938,668 -9.0%47,9693.1%Computer and Technology
International Business Machines Co. stock logo
IBM
International Business Machines
$8,930,751$197,846 -2.2%40,6262.9%Computer and Technology
Xylem Inc. stock logo
XYL
Xylem
$7,860,845$869,225 12.4%67,7542.6%Business Services
Amalgamated Financial Corp. stock logo
AMAL
Amalgamated Financial
$7,634,963$55,092 0.7%228,1142.5%Finance
Stantec Inc. stock logo
STN
Stantec
$7,525,718$58,132 -0.8%95,9302.4%Business Services
AECOM stock logo
ACM
AECOM
$7,451,917$160,231 2.2%69,7612.4%Construction
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$7,319,443$3,349,301 84.4%40,2262.4%Computer and Technology
Iron Mountain Incorporated stock logo
IRM
Iron Mountain
$7,277,120$51,714 -0.7%69,2332.4%Business Services
Fortinet, Inc. stock logo
FTNT
Fortinet
$7,198,352$18,329 -0.3%76,1892.3%Computer and Technology
SAP SE stock logo
SAP
SAP
$7,081,421$768,660 -9.8%28,7622.3%Computer and Technology
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$7,003,9140.0%41,7772.3%Consumer Staples
Carlisle Companies Incorporated stock logo
CSL
Carlisle Companies
$6,452,635$469,913 7.9%17,4942.1%Multi-Sector Conglomerates
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$6,415,742$561,760 -8.1%15,9322.1%Medical
NVIDIA Co. stock logo
NVDA
NVIDIA
$6,390,336$161,954 -2.5%47,5862.1%Computer and Technology
First Solar, Inc. stock logo
FSLR
First Solar
$6,287,401$366,581 6.2%35,6752.0%Oils/Energy
Stride, Inc. stock logo
LRN
Stride
$6,233,903$1,497,625 -19.4%59,9822.0%Consumer Discretionary
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$5,297,776$572,226 12.1%10,1841.7%Medical
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$5,024,949$1,391,006 -21.7%54,4001.6%Medical
Cloudflare, Inc. stock logo
NET
Cloudflare
$4,512,929$313,992 7.5%41,9111.5%Computer and Technology
Robinhood Markets, Inc. stock logo
HOOD
Robinhood Markets
$4,411,465$4,411,465 New Holding118,3971.4%Finance
Hologic, Inc. stock logo
HOLX
Hologic
$4,114,715$276,756 7.2%57,0771.3%Medical
Telefónica, S.A. stock logo
TEF
Telefónica
$3,950,520$406,140 11.5%982,7171.3%Utilities
Hannon Armstrong Sustainable Infrastructure Capital, Inc. stock logo
HASI
Hannon Armstrong Sustainable Infrastructure Capital
$3,618,572$413,720 12.9%134,8701.2%Finance
DUOLINGO INC
$3,595,600$113,801 3.3%11,0901.2%CL A COM
Atlassian Co. stock logo
TEAM
Atlassian
$3,482,851$3,482,851 New Holding14,3101.1%Computer and Technology
BROOKFIELD RENEWABLE CORP
$3,449,228$3,449,228 New Holding124,7011.1%CL A EX SUB VTG
Stryker Co. stock logo
SYK
Stryker
$3,428,756$15,482 0.5%9,5231.1%Medical
Organon & Co. stock logo
OGN
Organon & Co.
$3,329,502$576,718 21.0%223,1571.1%Medical
Alphabet Inc. stock logo
GOOGL
Alphabet
$3,248,577$11,169 0.3%17,1611.1%Computer and Technology
Natural Grocers by Vitamin Cottage, Inc. stock logo
NGVC
Natural Grocers by Vitamin Cottage
$3,011,923$1,927,966 177.9%75,8291.0%Retail/Wholesale
Mastercard Incorporated stock logo
MA
Mastercard
$2,988,285$47,391 1.6%5,6751.0%Business Services
Mueller Water Products, Inc. stock logo
MWA
Mueller Water Products
$2,973,917$246,555 9.0%132,1741.0%Industrial Products
Microsoft Co. stock logo
MSFT
Microsoft
$2,867,680$83,451 -2.8%6,8040.9%Computer and Technology
Analog Devices, Inc. stock logo
ADI
Analog Devices
$2,854,017$35,694 1.3%13,4330.9%Computer and Technology
eBay Inc. stock logo
EBAY
eBay
$2,841,241$2,841,241 New Holding45,8630.9%Retail/Wholesale
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$2,837,582$329,392 13.1%23,4920.9%Computer and Technology
Sylvamo Co. stock logo
SLVM
Sylvamo
$2,644,645$35,875 -1.3%33,4680.9%Basic Materials
Shopify Inc. stock logo
SHOP
Shopify
$2,608,929$2,608,929 New Holding24,5360.8%Computer and Technology
Toast, Inc. stock logo
TOST
Toast
$2,480,652$99,582 4.2%68,0560.8%Computer and Technology
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$2,467,320$22,073 0.9%11,1780.8%Computer and Technology
Zillow Group, Inc. stock logo
ZG
Zillow Group
$2,459,571$202,774 9.0%34,7150.8%Finance
Rockwell Automation, Inc. stock logo
ROK
Rockwell Automation
$2,454,936$17,147 0.7%8,5900.8%Computer and Technology
Nextracker Inc. stock logo
NXT
Nextracker
$2,364,929$595,077 33.6%64,7390.8%Oils/Energy
The Vita Coco Company, Inc. stock logo
COCO
Vita Coco
$2,313,212$13,398 -0.6%62,6720.8%Consumer Staples
Autodesk, Inc. stock logo
ADSK
Autodesk
$2,303,924$91,625 -3.8%7,7950.7%Computer and Technology
Danaher Co. stock logo
DHR
Danaher
$2,240,183$3,443 -0.2%9,7590.7%Medical
Spotify Technology S.A. stock logo
SPOT
Spotify Technology
$2,196,712$2,196,712 New Holding4,9100.7%Business Services
Canadian National Railway stock logo
CNI
Canadian National Railway
$2,193,269$21,927 -1.0%21,6060.7%Transportation
United Natural Foods, Inc. stock logo
UNFI
United Natural Foods
$2,126,076$2,126,076 New Holding77,8500.7%Consumer Staples
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$2,114,096$19,613 0.9%7,2220.7%Business Services
SMI
VanEck HIP Sustainable Muni ETF
$2,007,473$953,991 -32.2%43,6640.7%ETF
Radius Recycling, Inc. stock logo
RDUS
Radius Recycling
$2,007,056$257,826 14.7%131,8700.7%Business Services
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$1,995,664$35,698 1.8%23,2000.6%Medical
Carrier Global Co. stock logo
CARR
Carrier Global
$1,993,260$17,065 0.9%29,2010.6%Computer and Technology
The Honest Company, Inc. stock logo
HNST
Honest
$1,914,219$1,914,219 New Holding276,2220.6%Consumer Discretionary
Steelcase Inc. stock logo
SCS
Steelcase
$1,811,406$92,716 -4.9%153,2490.6%Business Services
Tesla, Inc. stock logo
TSLA
Tesla
$1,719,147$48,461 -2.7%4,2570.6%Auto/Tires/Trucks
California Water Service Group stock logo
CWT
California Water Service Group
$1,682,947$19,174 -1.1%37,1270.5%Utilities
HTUS
Hull Tactical US ETF
$1,658,4430.0%43,5630.5%ETF
Lemonade, Inc. stock logo
LMND
Lemonade
$1,648,035$1,648,035 New Holding44,9300.5%Finance
AptarGroup, Inc. stock logo
ATR
AptarGroup
$1,522,299$15,710 1.0%9,6900.5%Industrial Products
GeneDx Holdings Corp. stock logo
WGS
GeneDx
$1,480,032$1,480,032 New Holding19,2560.5%Medical
Unilever PLC stock logo
UL
Unilever
$1,370,399$6,521 0.5%24,1690.4%Consumer Staples
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,343,807$1,293 -0.1%13,5080.4%Medical
The New York Times Company stock logo
NYT
New York Times
$1,337,008$20,820 1.6%25,6870.4%Consumer Staples
e.l.f. Beauty, Inc. stock logo
ELF
e.l.f. Beauty
$1,324,236$48,590 3.8%10,5470.4%Consumer Staples
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$1,265,4950.0%6,0190.4%Medical
The Hain Celestial Group, Inc. stock logo
HAIN
The Hain Celestial Group
$1,217,333$670,911 122.8%197,9400.4%Consumer Staples
Adasina Social Justice All Cap Global ETF stock logo
JSTC
Adasina Social Justice All Cap Global ETF
$1,142,385$80,876 -6.6%62,2210.4%ETF
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$921,7810.0%1,7660.3%Medical
MarketAxess Holdings Inc. stock logo
MKTX
MarketAxess
$806,850$5,650 0.7%3,5700.3%Finance
DexCom, Inc. stock logo
DXCM
DexCom
$766,035$10,888 1.4%9,8500.2%Medical
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$680,9200.0%10.2%Finance
STMicroelectronics stock logo
STM
STMicroelectronics
$680,694$1,792,602 -72.5%27,2600.2%Computer and Technology
Roper Technologies, Inc. stock logo
ROP
Roper Technologies
$650,8580.0%1,2520.2%Computer and Technology
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$639,1450.0%2,6600.2%ETF
VERALTO CORP
$551,416$611 0.1%5,4140.2%COM SHS
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$547,3540.0%1,3630.2%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$533,1720.0%2,9940.2%ETF
Eaton Co. plc stock logo
ETN
Eaton
$507,154$332 0.1%1,5280.2%Industrial Products
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$489,5920.0%8,5280.2%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$489,173$16,517 3.5%8,2630.2%Computer and Technology
The Descartes Systems Group Inc. stock logo
DSGX
The Descartes Systems Group
$477,1200.0%4,2000.2%Computer and Technology
iShares Ultra Short-Term Bond Active ETF stock logo
ICSH
iShares Ultra Short-Term Bond Active ETF
$450,5920.0%8,9350.1%ETF
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$431,148$11,876 2.8%3,8120.1%Medical
AbbVie Inc. stock logo
ABBV
AbbVie
$424,194$31,455 8.0%2,3870.1%Medical
Visa Inc. stock logo
V
Visa
$410,8520.0%1,3000.1%Business Services
Illumina, Inc. stock logo
ILMN
Illumina
$404,632$39,421 -8.9%3,0280.1%Medical
Invesco QQQ stock logo
QQQ
Invesco QQQ
$383,4230.0%7500.1%Finance
Flex Ltd. stock logo
FLEX
Flex
$372,1910.0%9,6950.1%Computer and Technology
PLDT Inc. stock logo
PHI
PLDT
$369,071$1,502,222 -80.3%16,6620.1%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$362,6240.0%8000.1%Finance
BorgWarner Inc. stock logo
BWA
BorgWarner
$354,045$1,438,242 -80.2%11,1370.1%Auto/Tires/Trucks
Sunrun Inc. stock logo
RUN
Sunrun
$352,908$496,080 -58.4%38,1520.1%Oils/Energy
Ormat Technologies, Inc. stock logo
ORA
Ormat Technologies
$341,1060.0%5,0370.1%Oils/Energy
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$279,406$14,462 5.5%1,9320.1%Medical
AMN Healthcare Services, Inc. stock logo
AMN
AMN Healthcare Services
$277,410$854,261 -75.5%11,5970.1%Medical

Showing largest 100 holdings. View all holdings.
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