Free Trial

Nia Impact Advisors, LLC Top Holdings and 13F Report (2024)

About Nia Impact Advisors, LLC

Investment Activity

  • Nia Impact Advisors, LLC has $250.86 million in total holdings as of March 31, 2024.
  • Nia Impact Advisors, LLC owns shares of 91 different stocks, but just 41 companies or ETFs make up 80% of its holdings.
  • Approximately 35.81% of the portfolio was purchased this quarter.
  • About 12.90% of the portfolio was sold this quarter.
  • This quarter, Nia Impact Advisors, LLC has purchased 53 new stocks and bought additional shares in 11 stocks.
  • Nia Impact Advisors, LLC sold shares of 30 stocks and completely divested from 10 stocks this quarter.

Largest Holdings

Apple
$8,499,766
Stantec
$8,364,119

Largest New Holdings this Quarter

Procter & Gamble
$6,859,768 Holding
SAP
$6,465,033 Holding
NVIDIA
$4,780,736 Holding
Advanced Micro Devices
$3,843,475 Holding
Cloudflare
$3,646,686 Holding

Largest Purchases this Quarter

Procter & Gamble
42,279 shares (about $6.86M)
SAP
33,149 shares (about $6.47M)
NVIDIA
5,291 shares (about $4.78M)
Advanced Micro Devices
21,295 shares (about $3.84M)
Cloudflare
37,661 shares (about $3.65M)

Largest Sales this Quarter

VanEck HIP Sustainable Muni ETF
49,816 shares (about $2.30M)
Palo Alto Networks
5,376 shares (about $1.53M)
Taiwan Semiconductor Manufacturing
9,205 shares (about $1.25M)
Stantec
13,220 shares (about $1.10M)
Stride
16,954 shares (about $1.07M)

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
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$11,544,4980.0%44,4194.6%ETF
International Business Machines Co. stock logo
IBM
International Business Machines
$9,469,114$1,007,503 -9.6%49,5873.8%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$8,499,766$2,802,675 49.2%49,5673.4%Computer and Technology
Stantec Inc. stock logo
STN
Stantec
$8,364,119$1,097,789 -11.6%100,7243.3%Business Services
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$8,258,466$120,803 -1.4%19,7573.3%Medical
First Solar, Inc. stock logo
FSLR
First Solar
$7,511,050$612,065 -7.5%44,4973.0%Oils/Energy
Xylem Inc. stock logo
XYL
Xylem
$7,441,666$3,182,288 74.7%57,5803.0%Industrial Products
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$7,367,590$1,252,330 -14.5%54,1542.9%Computer and Technology
AECOM stock logo
ACM
AECOM
$7,078,728$470,097 -6.2%72,1732.8%Construction
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$6,859,768$6,859,768 New Holding42,2792.7%Consumer Staples
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$6,782,665$1,527,463 -18.4%23,8722.7%Computer and Technology
Carlisle Companies Incorporated stock logo
CSL
Carlisle Companies
$6,628,131$592,476 -8.2%16,9152.6%Multi-Sector Conglomerates
SAP SE stock logo
SAP
SAP
$6,465,033$6,465,033 New Holding33,1492.6%Computer and Technology
Iron Mountain Incorporated stock logo
IRM
Iron Mountain
$6,134,669$155,927 -2.5%76,4832.4%Finance
Amalgamated Financial Corp. stock logo
AMAL
Amalgamated Financial
$5,636,195$344,257 6.5%234,8412.2%Finance
Fortinet, Inc. stock logo
FTNT
Fortinet
$5,592,152$574,899 -9.3%81,8642.2%Computer and Technology
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$5,421,030$648,265 -10.7%74,0072.2%Medical
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$5,241,914$186,568 3.7%9,0192.1%Medical
Stride, Inc. stock logo
LRN
Stride
$4,907,818$1,068,951 -17.9%77,8402.0%Consumer Discretionary
NVIDIA Co. stock logo
NVDA
NVIDIA
$4,780,736$4,780,736 New Holding5,2911.9%Computer and Technology
Hologic, Inc. stock logo
HOLX
Hologic
$4,356,670$376,550 -8.0%55,8831.7%Medical
STMicroelectronics stock logo
STM
STMicroelectronics
$4,295,829$393,612 -8.4%99,3491.7%Computer and Technology
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$3,843,475$3,843,475 New Holding21,2951.5%Computer and Technology
Cloudflare, Inc. stock logo
NET
Cloudflare
$3,646,686$3,646,686 New Holding37,6611.5%Computer and Technology
Hannon Armstrong Sustainable Infrastructure Capital, Inc. stock logo
HASI
Hannon Armstrong Sustainable Infrastructure Capital
$3,502,821$405,239 -10.4%123,3391.4%Finance
Stryker Co. stock logo
SYK
Stryker
$3,182,538$3,182,538 New Holding8,8931.3%Medical
Organon & Co. stock logo
OGN
Organon & Co.
$3,133,682$1,106,851 54.6%166,6851.2%Medical
SMI
VanEck HIP Sustainable Muni ETF
$2,965,889$2,298,268 -43.7%64,2871.2%ETF
Brookfield Renewable Co. stock logo
BEPC
Brookfield Renewable
$2,884,445$286,707 -9.0%117,3971.1%Oils/Energy
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$2,848,426$2,848,426 New Holding22,1841.1%Medical
Microsoft Co. stock logo
MSFT
Microsoft
$2,774,946$2,422,398 687.1%6,5961.1%Computer and Technology
Canadian National Railway stock logo
CNI
Canadian National Railway
$2,745,667$2,745,667 New Holding20,8461.1%Transportation
Mastercard Incorporated stock logo
MA
Mastercard
$2,740,133$2,740,133 New Holding5,6901.1%Business Services
AMN Healthcare Services, Inc. stock logo
AMN
AMN Healthcare Services
$2,669,989$100,266 -3.6%42,7131.1%Medical
Radius Recycling, Inc. stock logo
RDUS
Radius Recycling
$2,532,460$287,284 12.8%119,8511.0%Business Services
Analog Devices, Inc. stock logo
ADI
Analog Devices
$2,461,281$2,461,281 New Holding12,4441.0%Computer and Technology
Rockwell Automation, Inc. stock logo
ROK
Rockwell Automation
$2,432,023$2,432,023 New Holding8,3481.0%Industrial Products
DUOLINGO INC
$2,425,458$2,425,458 New Holding10,9961.0%CL A COM
Steelcase Inc. stock logo
SCS
Steelcase
$2,421,390$909,032 -27.3%185,1221.0%Business Services
Alphabet Inc. stock logo
GOOGL
Alphabet
$2,389,222$2,389,222 New Holding15,8301.0%Computer and Technology
Danaher Co. stock logo
DHR
Danaher
$2,309,688$2,309,688 New Holding9,2490.9%Multi-Sector Conglomerates
Autodesk, Inc. stock logo
ADSK
Autodesk
$2,166,365$302,859 -12.3%8,3190.9%Computer and Technology
Nextracker Inc. stock logo
NXT
Nextracker
$2,165,107$2,165,107 New Holding38,4770.9%Oils/Energy
Sylvamo Co. stock logo
SLVM
Sylvamo
$2,139,421$320,864 -13.0%34,6520.9%Basic Materials
PLDT Inc. stock logo
PHI
PLDT
$2,139,048$248,522 -10.4%86,7420.9%Computer and Technology
Mueller Water Products, Inc. stock logo
MWA
Mueller Water Products
$1,892,380$213,128 -10.1%117,6120.8%Industrial Products
BorgWarner Inc. stock logo
BWA
BorgWarner
$1,888,167$1,888,167 New Holding54,3510.8%Auto/Tires/Trucks
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$1,849,772$1,849,772 New Holding11,3330.7%Computer and Technology
California Water Service Group stock logo
CWT
California Water Service Group
$1,810,805$191,218 -9.6%38,9590.7%Utilities
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,770,058$1,770,058 New Holding13,4150.7%Medical
HTUS
Hull Tactical US ETF
$1,739,8020.0%43,5630.7%ETF
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$1,736,942$1,736,942 New Holding6,9550.7%Business Services
Carrier Global Co. stock logo
CARR
Carrier Global
$1,610,259$1,610,259 New Holding27,7010.6%Computer and Technology
The Vita Coco Company, Inc. stock logo
COCO
Vita Coco
$1,605,255$186,793 -10.4%65,7080.6%Consumer Staples
Zillow Group, Inc. stock logo
ZG
Zillow Group
$1,566,060$1,566,060 New Holding32,7220.6%Computer and Technology
DexCom, Inc. stock logo
DXCM
DexCom
$1,543,731$1,543,731 New Holding11,1300.6%Medical
NIKE, Inc. stock logo
NKE
NIKE
$1,421,635$1,421,635 New Holding15,1270.6%Consumer Discretionary
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$1,382,958$1,382,958 New Holding5,9690.6%Computer and Technology
AptarGroup, Inc. stock logo
ATR
AptarGroup
$1,315,155$1,315,155 New Holding9,1400.5%Industrial Products
Sunrun Inc. stock logo
RUN
Sunrun
$1,270,395$98,376 -7.2%96,3880.5%Oils/Energy
Unilever PLC stock logo
UL
Unilever
$1,200,787$1,200,787 New Holding23,9250.5%Consumer Staples
Adasina Social Justice All Cap Global ETF stock logo
JSTC
Adasina Social Justice All Cap Global ETF
$1,169,633$104,199 -8.2%65,9690.5%ETF
The New York Times Company stock logo
NYT
New York Times
$1,007,545$1,007,545 New Holding23,3120.4%Consumer Staples
Tesla, Inc. stock logo
TSLA
Tesla
$964,903$752,551 354.4%5,4890.4%Auto/Tires/Trucks
MarketAxess Holdings Inc. stock logo
MKTX
MarketAxess
$855,952$855,952 New Holding3,9040.3%Finance
Roper Technologies, Inc. stock logo
ROP
Roper Technologies
$755,492$755,492 New Holding1,3470.3%Computer and Technology
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$706,389$706,389 New Holding1,7700.3%Medical
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$634,440$634,440 New Holding10.3%Finance
Illumina, Inc. stock logo
ILMN
Illumina
$575,783$575,783 New Holding4,1930.2%Medical
The Hain Celestial Group, Inc. stock logo
HAIN
The Hain Celestial Group
$556,175$70,064 -11.2%70,7600.2%Consumer Staples
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$500,167$37,067 8.0%8,5280.2%ETF
Aptiv PLC stock logo
APTV
Aptiv
$499,007$499,007 New Holding6,2650.2%Business Services
Visa Inc. stock logo
V
Visa
$457,412$457,412 New Holding1,6390.2%Business Services
PACCAR Inc stock logo
PCAR
PACCAR
$418,872$418,872 New Holding3,3810.2%Auto/Tires/Trucks
VERALTO CORP
$408,989$408,989 New Holding4,6130.2%COM SHS
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$397,514$397,514 New Holding3,4970.2%Medical
Enphase Energy, Inc. stock logo
ENPH
Enphase Energy
$392,815$392,815 New Holding3,2470.2%Oils/Energy
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$385,101$184,765 92.2%7,7160.2%Computer and Technology
Ormat Technologies, Inc. stock logo
ORA
Ormat Technologies
$379,732$379,732 New Holding5,7370.2%Oils/Energy
The Descartes Systems Group Inc. stock logo
DSGX
The Descartes Systems Group
$375,273$375,273 New Holding4,1000.1%Computer and Technology
Eaton Co. plc stock logo
ETN
Eaton
$373,936$33,141 9.7%1,1960.1%Industrial Products
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$336,416$336,416 New Holding8000.1%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$297,714$297,714 New Holding1,8820.1%Medical
Flex Ltd. stock logo
FLEX
Flex
$277,374$277,374 New Holding9,6950.1%Computer and Technology
AbbVie Inc. stock logo
ABBV
AbbVie
$273,099$273,099 New Holding1,5000.1%Medical
Crown Holdings, Inc. stock logo
CCK
Crown
$223,910$223,910 New Holding2,8250.1%Industrial Products
American Water Works Company, Inc. stock logo
AWK
American Water Works
$212,157$212,157 New Holding1,7360.1%Utilities
Pfizer Inc. stock logo
PFE
Pfizer
$210,391$210,391 New Holding7,5820.1%Medical
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$209,895$209,895 New Holding1,2400.1%Computer and Technology
Horizon Technology Finance Co. stock logo
HRZN
Horizon Technology Finance
$152,890$27,970 -15.5%13,4470.1%Finance
SunPower Co. stock logo
SPWR
SunPower
$87,771$418,350 -82.7%29,2570.0%Oils/Energy
Splunk Inc. stock logo
SPLK
Splunk
$0$4,451,202 -100.0%00.0%Computer and Technology
Moderna, Inc. stock logo
MRNA
Moderna
$0$2,765,195 -100.0%00.0%Medical
SolarEdge Technologies, Inc. stock logo
SEDG
SolarEdge Technologies
$0$2,374,545 -100.0%00.0%Oils/Energy
Maxeon Solar Technologies, Ltd. stock logo
MAXN
Maxeon Solar Technologies
$0$2,070,306 -100.0%00.0%Oils/Energy
Ameresco, Inc. stock logo
AMRC
Ameresco
$0$1,791,126 -100.0%00.0%Oils/Energy
Etsy, Inc. stock logo
ETSY
Etsy
$0$1,234,615 -100.0%00.0%Computer and Technology
TPI Composites, Inc. stock logo
TPIC
TPI Composites
$0$1,129,949 -100.0%00.0%Industrial Products
American International Group, Inc. stock logo
AIG
American International Group
$0$362,520 -100.0%00.0%Finance
OraSure Technologies, Inc. stock logo
OSUR
OraSure Technologies
$0$77,253 -100.0%00.0%Medical

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data: