Nia Impact Advisors, LLC Top Holdings and 13F Report (2024) About Nia Impact Advisors, LLCInvestment ActivityNia Impact Advisors, LLC has $301.18 million in total holdings as of September 30, 2024.Nia Impact Advisors, LLC owns shares of 109 different stocks, but just 43 companies or ETFs make up 80% of its holdings.Approximately 2.12% of the portfolio was purchased this quarter.About 2.23% of the portfolio was sold this quarter.This quarter, Nia Impact Advisors, LLC has purchased 103 new stocks and bought additional shares in 48 stocks.Nia Impact Advisors, LLC sold shares of 37 stocks and completely divested from 1 stock this quarter.Largest Holdings Simpson Manufacturing $16,722,545Vanguard Total Stock Market ETF $12,580,516Apple $11,500,412International Business Machines $9,180,664Taiwan Semiconductor Manufacturing $9,156,206 Largest New Holdings this Quarter Natural Grocers by Vitamin Cottage $810,245 HoldingCaterpillar $254,619 HoldingStarbucks $214,673 HoldingPhilip Morris International $203,952 HoldingGarmin $202,849 Holding Largest Purchases this Quarter Natural Grocers by Vitamin Cottage 27,290 shares (about $810.25K)Xylem 3,718 shares (about $502.04K)Organon & Co. 24,523 shares (about $469.12K)Nextracker 11,853 shares (about $444.25K)AMN Healthcare Services 8,031 shares (about $340.44K) Largest Sales this Quarter International Business Machines 6,201 shares (about $1.37M)NVIDIA 6,726 shares (about $816.80K)Vertex Pharmaceuticals 1,452 shares (about $675.31K)NIKE 3,802 shares (about $336.10K)Tesla 1,239 shares (about $324.16K) Sector Allocation Over TimeMap of 500 Largest Holdings ofNia Impact Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSSDSimpson Manufacturing$16,722,545$313,300 ▼-1.8%87,4295.6%ConstructionVTIVanguard Total Stock Market ETF$12,580,5160.0%44,4294.2%ETFAAPLApple$11,500,412$174,750 ▼-1.5%49,3583.8%Computer and TechnologyIBMInternational Business Machines$9,180,664$1,370,931 ▼-13.0%41,5263.0%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$9,156,206$12,504 ▲0.1%52,7223.0%Computer and TechnologyFSLRFirst Solar$8,379,826$118,233 ▲1.4%33,5952.8%Oils/EnergyIRMIron Mountain$8,285,411$281,864 ▼-3.3%69,7252.8%FinanceXYLXylem$8,137,139$502,039 ▲6.6%60,2622.7%Business ServicesVRTXVertex Pharmaceuticals$8,058,554$675,306 ▼-7.7%17,3272.7%MedicalSTNStantec$7,773,303$35,863 ▼-0.5%96,6712.6%Business ServicesPANWPalo Alto Networks$7,457,797$296,685 ▼-3.8%21,8192.5%Computer and TechnologySAPSAP$7,304,581$17,182 ▲0.2%31,8842.4%Computer and TechnologyCSLCarlisle Companies$7,294,924$36,430 ▼-0.5%16,2202.4%Multi-Sector ConglomeratesPGProcter & Gamble$7,235,776$34,640 ▼-0.5%41,7772.4%Consumer StaplesAMALAmalgamated Financial$7,104,307$159,172 ▲2.3%226,4682.4%FinanceACMAECOM$7,049,305$138,588 ▼-1.9%68,2612.3%ConstructionLRNStride$6,346,388$84,286 ▼-1.3%74,3922.1%Consumer DiscretionaryNVDANVIDIA$5,925,250$816,798 ▼-12.1%48,7922.0%Computer and TechnologyFTNTFortinet$5,923,497$171,618 ▼-2.8%76,3832.0%Computer and TechnologyGILDGilead Sciences$5,823,429$165,500 ▼-2.8%69,4591.9%MedicalTMOThermo Fisher Scientific$5,618,936$242,473 ▲4.5%9,0841.9%MedicalHOLXHologic$4,336,744$8,309 ▲0.2%53,2381.4%MedicalTEFTelefónica$4,284,997$76,759 ▲1.8%881,6871.4%UtilitiesHASIHannon Armstrong Sustainable Infrastructure Capital$4,117,448$25,680 ▲0.6%119,4501.4%FinanceBEPCBrookfield Renewable$3,688,447$2,058 ▲0.1%112,9351.2%Oils/EnergyOGNOrganon & Co.$3,529,536$469,124 ▲15.3%184,5031.2%MedicalSYKStryker$3,424,745$28,901 ▼-0.8%9,4801.1%MedicalAMDAdvanced Micro Devices$3,407,056$85,484 ▲2.6%20,7651.1%Computer and TechnologyNETCloudflare$3,154,304$221,881 ▲7.6%38,9951.0%Computer and TechnologyADIAnalog Devices$3,053,223$43,272 ▲1.4%13,2651.0%Computer and TechnologyDUOLINGO INC$3,028,693$53,303 ▲1.8%10,7391.0%CL A COMSMIVanEck HIP Sustainable Muni ETF$3,019,734$2,860 ▲0.1%64,4141.0%ETFMSFTMicrosoft$3,013,002$53,788 ▼-1.8%7,0021.0%Computer and TechnologySTMSTMicroelectronics$2,944,712$91,449 ▲3.2%99,0491.0%Computer and TechnologySLVMSylvamo$2,912,214$36,658 ▲1.3%33,9221.0%Basic MaterialsGOOGLAlphabet$2,836,383$17,414 ▼-0.6%17,1020.9%Computer and TechnologyMAMastercard$2,757,873$209,865 ▼-7.1%5,5850.9%Business ServicesDHRDanaher$2,717,372$41,425 ▲1.5%9,7740.9%Multi-Sector ConglomeratesNVONovo Nordisk A/S$2,713,010$64,774 ▼-2.3%22,7850.9%MedicalMWAMueller Water Products$2,630,388$184,624 ▲7.5%121,2160.9%Industrial ProductsCNICanadian National Railway$2,556,493$25,071 ▲1.0%21,8220.8%TransportationCARRCarrier Global$2,330,2660.0%28,9510.8%Computer and TechnologyROKRockwell Automation$2,289,964$31,678 ▼-1.4%8,5300.8%Computer and TechnologyTMUST-Mobile US$2,286,056$134,134 ▼-5.5%11,0780.8%Computer and TechnologyPHIPLDT$2,270,838$39,997 ▲1.8%84,4810.8%Computer and TechnologyADSKAutodesk$2,232,741$3,857 ▼-0.2%8,1050.7%Computer and TechnologySCSSteelcase$2,173,140$209,971 ▼-8.8%161,0930.7%Business ServicesRDUSRadius Recycling$2,130,799$6,285 ▼-0.3%114,9300.7%Business ServicesBWABorgWarner$2,045,981$162,760 ▲8.6%56,3790.7%Auto/Tires/TrucksCWTCalifornia Water Service Group$2,035,982$976 ▲0.0%37,5500.7%UtilitiesAMNAMN Healthcare Services$2,005,450$340,438 ▲20.4%47,3090.7%MedicalADPAutomatic Data Processing$1,980,0030.0%7,1550.7%Business ServicesZGZillow Group$1,972,646$31,336 ▲1.6%31,8530.7%FinanceHTUSHull Tactical US ETF$1,915,2650.0%43,5630.6%ETFTOSTToast$1,849,332$26,725 ▲1.5%65,3240.6%Computer and TechnologyNXTNextracker$1,815,884$444,254 ▲32.4%48,4490.6%Oils/EnergyCOCOVita Coco$1,784,522$5,124 ▲0.3%63,0350.6%Consumer StaplesRUNSunrun$1,657,576$10,764 ▼-0.6%91,7820.6%Oils/EnergyULUnilever$1,562,534$1,884 ▲0.1%24,0540.5%Consumer StaplesATRAptarGroup$1,536,222$3,204 ▲0.2%9,5900.5%Industrial ProductsMRKMerck & Co., Inc.$1,535,454$9,085 ▲0.6%13,5210.5%MedicalNYTNew York Times$1,407,727$16,701 ▲1.2%25,2870.5%Consumer StaplesVEEVVeeva Systems$1,263,208$20,987 ▼-1.6%6,0190.4%Computer and TechnologyJSTCAdasina Social Justice All Cap Global ETF$1,257,240$10,397 ▲0.8%66,6260.4%ETFTSLATesla$1,145,155$324,160 ▼-22.1%4,3770.4%Auto/Tires/TrucksELFe.l.f. Beauty$1,107,733$179,461 ▲19.3%10,1600.4%Consumer StaplesNKENIKE$1,045,330$336,097 ▼-24.3%11,8250.3%Consumer DiscretionaryMKTXMarketAxess$908,101$133,205 ▼-12.8%3,5450.3%FinanceISRGIntuitive Surgical$867,583$1,965 ▼-0.2%1,7660.3%MedicalNGVCNatural Grocers by Vitamin Cottage$810,245$810,245 ▲New Holding27,2900.3%Retail/WholesaleHAINThe Hain Celestial Group$766,763$179,236 ▲30.5%88,8490.3%Consumer StaplesROPRoper Technologies$696,6700.0%1,2520.2%Computer and TechnologyBRK.ABerkshire Hathaway$691,1800.0%10.2%FinanceDXCMDexCom$650,958$128,717 ▼-16.5%9,7100.2%MedicalVBVanguard Small-Cap ETF$630,9790.0%2,6600.2%ETFVERALTO CORP$604,939$60,964 ▲11.2%5,4080.2%COM SHSENPHEnphase Energy$558,093$208,522 ▲59.7%4,9380.2%Oils/EnergyVEUVanguard FTSE All-World ex-US ETF$537,2640.0%8,5280.2%ETFQUALiShares MSCI USA Quality Factor ETF$536,8240.0%2,9940.2%ETFIWFiShares Russell 1000 Growth ETF$511,6430.0%1,3630.2%ETFETNEaton$506,228$2,321 ▲0.5%1,5270.2%Industrial ProductsICSHiShares Ultra Short-Term Bond Active ETF$453,3620.0%8,9350.2%ETFABBVAbbVie$436,397$43,442 ▲11.1%2,2100.1%MedicalILMNIllumina$433,352$91,287 ▼-17.4%3,3230.1%MedicalDSGXThe Descartes Systems Group$432,4320.0%4,2000.1%Computer and TechnologyCSCOCisco Systems$424,895$12,293 ▲3.0%7,9840.1%Computer and TechnologyABTAbbott Laboratories$422,657$23,373 ▲5.9%3,7070.1%MedicalORAOrmat Technologies$387,547$53,858 ▼-12.2%5,0370.1%Oils/EnergyBRK.BBerkshire Hathaway$368,2080.0%8000.1%FinanceQQQInvesco QQQ$366,0530.0%7500.1%FinanceVVisa$357,435$27,495 ▼-7.1%1,3000.1%Business ServicesFLEXFlex$324,1040.0%9,6950.1%Computer and TechnologyJNJJohnson & Johnson$296,894$8,103 ▼-2.7%1,8320.1%MedicalIVEiShares S&P 500 Value ETF$270,9120.0%1,3740.1%ETFPCARPACCAR$259,627$74,010 ▼-22.2%2,6310.1%Auto/Tires/TrucksCATCaterpillar$254,619$254,619 ▲New Holding6510.1%Industrial ProductsPFEPfizer$245,080$9,376 ▲4.0%8,4690.1%MedicalQCOMQUALCOMM$244,618$19,209 ▲8.5%1,4390.1%Computer and TechnologyAWKAmerican Water Works$239,2490.0%1,6360.1%UtilitiesAMZNAmazon.com$236,453$22,360 ▲10.4%1,2690.1%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
