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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 $269.33 million in total holdings as of March 31, 2025.
  • Nia Impact Advisors, LLC owns shares of 99 different stocks, but just 45 companies or ETFs make up 80% of its holdings.
  • Approximately 3.93% of the portfolio was purchased this quarter.
  • About 15.08% of the portfolio was sold this quarter.
  • This quarter, Nia Impact Advisors, LLC has purchased 112 new stocks and bought additional shares in 18 stocks.
  • Nia Impact Advisors, LLC sold shares of 60 stocks and completely divested from 18 stocks this quarter.

Largest Holdings

Apple
$10,166,356
Xylem
$7,865,039

Largest New Holdings this Quarter

37733W204 - GSK
$4,223,696 Holding
358029106 - Fresenius Medical Care
$3,045,890 Holding
718172109 - Philip Morris International
$240,317 Holding
855244109 - Starbucks
$206,185 Holding
80104Q208 - Sanlam
$92,097 Holding

Largest Purchases this Quarter

GSK
109,027 shares (about $4.22M)
Fresenius Medical Care
122,325 shares (about $3.05M)
e.l.f. Beauty
12,287 shares (about $771.49K)
eBay
5,804 shares (about $393.11K)
Lemonade
8,320 shares (about $261.50K)

Largest Sales this Quarter

Cloudflare
25,317 shares (about $2.85M)
Robinhood Markets
47,051 shares (about $1.96M)
NVIDIA
10,719 shares (about $1.16M)
Taiwan Semiconductor Manufacturing
6,621 shares (about $1.10M)
Tesla
3,437 shares (about $890.73K)

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
$11,976,153$2,748 0.0%43,5754.4%ETF
Apple Inc. stock logo
AAPL
Apple
$10,166,356$731,245 -6.7%45,7683.8%Computer and Technology
International Business Machines Co. stock logo
IBM
International Business Machines
$9,790,439$311,569 -3.1%39,3733.6%Computer and Technology
Xylem Inc. stock logo
XYL
Xylem
$7,865,039$228,886 -2.8%65,8382.9%Business Services
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$7,724,0720.0%15,9322.9%Medical
Stride, Inc. stock logo
LRN
Stride
$7,284,425$303,349 -4.0%57,5842.7%Consumer Discretionary
Stantec Inc. stock logo
STN
Stantec
$7,261,893$684,919 -8.6%87,6622.7%Business Services
Fortinet, Inc. stock logo
FTNT
Fortinet
$7,188,335$145,642 -2.0%74,6762.7%Computer and Technology
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$7,068,510$51,126 -0.7%41,4772.6%Consumer Staples
SAP SE stock logo
SAP
SAP
$6,938,835$781,958 -10.1%25,8492.6%Computer and Technology
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$6,863,760$1,099,085 -13.8%41,3482.5%Computer and Technology
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$6,771,242$93,000 -1.4%39,6812.5%Computer and Technology
Amalgamated Financial Corp. stock logo
AMAL
Amalgamated Financial
$6,137,719$420,555 -6.4%213,4862.3%Finance
AECOM stock logo
ACM
AECOM
$5,989,883$479,042 -7.4%64,5952.2%Construction
Carlisle Companies Incorporated stock logo
CSL
Carlisle Companies
$5,605,647$351,055 -5.9%16,4632.1%Multi-Sector Conglomerates
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$5,601,591$493,915 -8.1%49,9922.1%Medical
Iron Mountain Incorporated stock logo
IRM
Iron Mountain
$5,513,140$443,712 -7.4%64,0762.0%Business Services
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$4,902,154$165,196 -3.3%9,8521.8%Medical
First Solar, Inc. stock logo
FSLR
First Solar
$4,759,823$249,446 5.5%37,6481.8%Energy
Telefónica, S.A. stock logo
TEF
Telefónica
$4,551,171$28,291 -0.6%976,6461.7%Utilities
GSK plc stock logo
GSK
GSK
$4,223,696$4,223,696 New Holding109,0271.6%Medical
NVIDIA Co. stock logo
NVDA
NVIDIA
$3,995,656$1,161,728 -22.5%36,8671.5%Computer and Technology
HA Sustainable Infrastructure Capital, Inc. stock logo
HASI
HA Sustainable Infrastructure Capital
$3,669,454$274,155 -7.0%125,4941.4%Finance
Hologic, Inc. stock logo
HOLX
Hologic
$3,518,263$7,412 -0.2%56,9571.3%Medical
eBay Inc. stock logo
EBAY
eBay
$3,499,431$393,108 12.7%51,6671.3%Retail/Wholesale
BROOKFIELD RENEWABLE CORP
$3,356,006$125,640 -3.6%120,2011.2%CL A EX SUB VTG
Mueller Water Products, Inc. stock logo
MWA
Mueller Water Products
$3,345,066$14,794 -0.4%131,5921.2%Industrials
Organon & Co. stock logo
OGN
Organon & Co.
$3,342,429$19,625 0.6%224,4751.2%Medical
Stryker Co. stock logo
SYK
Stryker
$3,309,303$235,634 -6.6%8,8901.2%Medical
Atlassian Co. stock logo
TEAM
Atlassian
$3,289,293$252,533 8.3%15,5001.2%Computer and Technology
DUOLINGO INC
$3,261,198$182,592 -5.3%10,5021.2%CL A COM
Natural Grocers by Vitamin Cottage, Inc. stock logo
NGVC
Natural Grocers by Vitamin Cottage
$3,104,089$55,758 1.8%77,2161.2%Retail/Wholesale
Fresenius Medical Care AG stock logo
FMS
Fresenius Medical Care
$3,045,890$3,045,890 New Holding122,3251.1%Medical
Robinhood Markets, Inc. stock logo
HOOD
Robinhood Markets
$2,969,400$1,958,249 -39.7%71,3461.1%Finance
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$2,851,930$129,354 -4.3%10,6931.1%Computer and Technology
Spotify Technology S.A. stock logo
SPOT
Spotify Technology
$2,850,903$150,163 5.6%5,1831.1%Business Services
Nextracker Inc. stock logo
NXT
Nextracker
$2,726,770$1,348 0.0%64,7071.0%Energy
Analog Devices, Inc. stock logo
ADI
Analog Devices
$2,681,874$27,226 -1.0%13,2981.0%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$2,633,717$476,864 -15.3%4,8051.0%Business Services
Shopify Inc. stock logo
SHOP
Shopify
$2,582,233$239,557 10.2%27,0451.0%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$2,444,704$209,073 -7.9%15,8090.9%Computer and Technology
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$2,406,358$7,192 -0.3%23,4220.9%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$2,332,556$221,469 -8.7%6,2140.9%Computer and Technology
Zillow Group, Inc. stock logo
ZG
Zillow Group
$2,257,638$63,383 -2.7%33,7670.8%Finance
United Natural Foods, Inc. stock logo
UNFI
United Natural Foods
$2,225,022$92,715 4.3%81,2350.8%Consumer Staples
Rockwell Automation, Inc. stock logo
ROK
Rockwell Automation
$2,178,143$41,341 -1.9%8,4300.8%Computer and Technology
Sylvamo Co. stock logo
SLVM
Sylvamo
$2,110,559$134,140 -6.0%31,4680.8%Basic Materials
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$2,109,685$96,853 -4.4%6,9050.8%Business Services
Canadian National Railway stock logo
CNI
Canadian National Railway
$2,105,7680.0%21,6060.8%Transportation
Autodesk, Inc. stock logo
ADSK
Autodesk
$2,019,227$21,467 -1.1%7,7130.7%Computer and Technology
The Vita Coco Company, Inc. stock logo
COCO
Vita Coco
$2,012,552$91,644 4.8%65,6620.7%Consumer Staples
Danaher Co. stock logo
DHR
Danaher
$2,000,5990.0%9,7590.7%Medical
SMI
VanEck HIP Sustainable Muni ETF
$1,981,639$1,768 0.1%43,7030.7%ETF
Cloudflare, Inc. stock logo
NET
Cloudflare
$1,869,990$2,852,991 -60.4%16,5940.7%Computer and Technology
Toast, Inc. stock logo
TOST
Toast
$1,845,660$411,776 -18.2%55,6420.7%Computer and Technology
California Water Service Group stock logo
CWT
California Water Service Group
$1,806,922$7,754 0.4%37,2870.7%Utilities
Carrier Global Co. stock logo
CARR
Carrier Global
$1,734,053$117,290 -6.3%27,3510.6%Computer and Technology
Lemonade, Inc. stock logo
LMND
Lemonade
$1,673,660$261,500 18.5%53,2500.6%Finance
Steelcase Inc. stock logo
SCS
Steelcase
$1,655,013$24,594 -1.5%151,0050.6%Business Services
GeneDx Holdings Corp. stock logo
WGS
GeneDx
$1,629,261$76,167 -4.5%18,3960.6%Medical
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$1,590,176$20,832 -1.3%22,9000.6%Medical
HTUS
Hull Tactical US ETF
$1,587,0000.0%43,5630.6%ETF
The Honest Company, Inc. stock logo
HNST
Honest
$1,459,469$161,224 12.4%310,5250.5%Consumer Discretionary
e.l.f. Beauty, Inc. stock logo
ELF
e.l.f. Beauty
$1,433,719$771,486 116.5%22,8340.5%Consumer Staples
Unilever PLC stock logo
UL
Unilever
$1,429,187$10,064 -0.7%24,0000.5%Consumer Staples
AptarGroup, Inc. stock logo
ATR
AptarGroup
$1,404,417$33,386 -2.3%9,4650.5%Industrials
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$1,394,1810.0%6,0190.5%Medical
The New York Times Company stock logo
NYT
New York Times
$1,274,0750.0%25,6870.5%Consumer Staples
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,214,863$2,423 0.2%13,5350.5%Medical
Adasina Social Justice All Cap Global ETF stock logo
JSTC
Adasina Social Justice All Cap Global ETF
$869,158$256,709 -22.8%48,0340.3%ETF
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$798,4420.0%10.3%Finance
MarketAxess Holdings Inc. stock logo
MKTX
MarketAxess
$744,136$28,121 -3.6%3,4400.3%Finance
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$742,410$132,237 -15.1%1,4990.3%Medical
DexCom, Inc. stock logo
DXCM
DexCom
$653,535$19,121 -2.8%9,5700.2%Medical
Roper Technologies, Inc. stock logo
ROP
Roper Technologies
$608,454$129,709 -17.6%1,0320.2%Computer and Technology
VERALTO CORP
$527,5940.0%5,4140.2%COM SHS
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$524,701$14,810 2.9%8,5030.2%Computer and Technology
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$517,3080.0%8,5280.2%ETF
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$481,133$24,541 -4.9%3,6270.2%Medical
Visa Inc. stock logo
V
Visa
$455,5980.0%1,3000.2%Business Services
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$426,0640.0%8000.2%Finance
The Descartes Systems Group Inc. stock logo
DSGX
The Descartes Systems Group
$423,4860.0%4,2000.2%Computer and Technology
AbbVie Inc. stock logo
ABBV
AbbVie
$375,066$125,092 -25.0%1,7900.1%Medical
Ormat Technologies, Inc. stock logo
ORA
Ormat Technologies
$356,4680.0%5,0370.1%Energy
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$320,4030.0%1,9320.1%Medical
Eaton Co. plc stock logo
ETN
Eaton
$310,735$104,666 -25.2%1,1430.1%Industrials
Flex Ltd. stock logo
FLEX
Flex
$287,631$33,080 -10.3%8,6950.1%Computer and Technology
STMicroelectronics stock logo
STM
STMicroelectronics
$269,153$329,502 -55.0%12,2560.1%Computer and Technology
PACCAR Inc stock logo
PCAR
PACCAR
$256,1800.0%2,6310.1%Auto/Tires/Trucks
Philip Morris International Inc. stock logo
PM
Philip Morris International
$240,317$240,317 New Holding1,5140.1%Consumer Staples
Garmin Ltd. stock logo
GRMN
Garmin
$235,254$24,546 -9.4%1,0830.1%Computer and Technology
Pfizer Inc. stock logo
PFE
Pfizer
$233,630$2,762 1.2%9,2200.1%Medical
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$231,245$3,073 1.3%1,5050.1%Computer and Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$214,7000.0%6510.1%Industrials
Tesla, Inc. stock logo
TSLA
Tesla
$212,511$890,732 -80.7%8200.1%Auto/Tires/Trucks
Starbucks Co. stock logo
SBUX
Starbucks
$206,185$206,185 New Holding2,1020.1%Retail/Wholesale
American Water Works Company, Inc. stock logo
AWK
American Water Works
$204,463$36,880 -15.3%1,3860.1%Utilities
Sunrun Inc. stock logo
RUN
Sunrun
$107,872$115,701 -51.8%18,4080.0%Energy
Sanlam Limited stock logo
SLLDY
Sanlam
$92,097$92,097 New Holding10,1390.0%Financial Services
Simpson Manufacturing Co., Inc. stock logo
SSD
Simpson Manufacturing
$0$14,141,153 -100.0%00.0%Construction

Showing largest 100 holdings. View all holdings.
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