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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 $289.30 million in total holdings as of March 31, 2025.
  • Nia Impact Advisors, LLC owns shares of 97 different stocks, but just 42 companies or ETFs make up 80% of its holdings.
  • Approximately 3.82% of the portfolio was purchased this quarter.
  • About 8.19% of the portfolio was sold this quarter.
  • This quarter, Nia Impact Advisors, LLC has purchased 99 new stocks and bought additional shares in 21 stocks.
  • Nia Impact Advisors, LLC sold shares of 57 stocks and completely divested from 8 stocks this quarter.

Largest Holdings

Stantec
$9,422,289
Apple
$9,215,487

Largest New Holdings this Quarter

224441105 - Crane NXT
$2,167,969 Holding
922908363 - Vanguard S&P 500 ETF
$244,253 Holding
228368106 - Crown
$229,131 Holding
02079K107 - Alphabet
$215,009 Holding
00774Q148 - Democracy International Fund ETF
$212,069 Holding

Largest Purchases this Quarter

Crane NXT
40,222 shares (about $2.17M)
First Solar
11,410 shares (about $1.89M)
Lemonade
25,286 shares (about $1.11M)
HA Sustainable Infrastructure Capital
39,364 shares (about $1.06M)
Toast
22,975 shares (about $1.02M)

Largest Sales this Quarter

Thermo Fisher Scientific
8,563 shares (about $3.47M)
International Business Machines
8,861 shares (about $2.61M)
Robinhood Markets
15,867 shares (about $1.49M)
Iron Mountain
11,574 shares (about $1.19M)
Stride
7,530 shares (about $1.09M)

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
$13,243,7500.0%43,5754.6%ETF
Stantec Inc. stock logo
STN
Stantec
$9,422,289$104,767 -1.1%86,6983.3%Business Services
Apple Inc. stock logo
AAPL
Apple
$9,215,487$174,806 -1.9%44,9163.2%Computer and Technology
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$9,145,182$219,695 -2.3%40,3783.2%Computer and Technology
International Business Machines Corporation stock logo
IBM
International Business Machines
$8,994,334$2,612,048 -22.5%30,5123.1%Computer and Technology
Xylem Inc. stock logo
XYL
Xylem
$8,150,171$366,605 -4.3%63,0042.8%Business Services
First Solar, Inc. stock logo
FSLR
First Solar
$8,121,037$1,888,806 30.3%49,0582.8%Energy
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$7,958,454$161,870 -2.0%38,8902.8%Computer and Technology
Fortinet, Inc. stock logo
FTNT
Fortinet
$7,811,153$83,625 -1.1%73,8852.7%Computer and Technology
SAP SE stock logo
SAP
SAP
$7,774,826$85,755 -1.1%25,5672.7%Computer and Technology
Stride, Inc. stock logo
LRN
Stride
$7,267,271$1,093,270 -13.1%50,0542.5%Consumer Discretionary
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$7,072,876$20,034 -0.3%15,8872.4%Medical
AECOM stock logo
ACM
AECOM
$6,812,729$477,514 -6.6%60,3642.4%Construction
Amalgamated Financial Corp. stock logo
AMAL
Amalgamated Financial
$6,618,921$41,839 -0.6%212,1452.3%Finance
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$6,608,1160.0%41,4772.3%Consumer Staples
Carlisle Companies Incorporated stock logo
CSL
Carlisle Companies
$6,037,477$109,779 -1.8%16,1692.1%Multi-Sector Conglomerates
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$5,531,926$10,643 -0.2%49,8961.9%Medical
Iron Mountain Incorporated stock logo
IRM
Iron Mountain
$5,385,150$1,187,150 -18.1%52,5021.9%Business Services
Robinhood Markets, Inc. stock logo
HOOD
Robinhood Markets
$5,194,527$1,485,635 -22.2%55,4791.8%Finance
Telefonica SA stock logo
TEF
Telefonica
$5,061,750$46,108 -0.9%967,8301.7%Utilities
NVIDIA Corporation stock logo
NVDA
NVIDIA
$4,958,374$866,262 -14.9%31,3841.7%Computer and Technology
Nextracker Inc. stock logo
NXT
Nextracker
$4,461,598$943,482 26.8%82,0601.5%Energy
HA Sustainable Infrastructure Capital, Inc. stock logo
HASI
HA Sustainable Infrastructure Capital
$4,428,090$1,057,318 31.4%164,8581.5%Finance
eBay Inc. stock logo
EBAY
eBay
$4,389,358$542,220 14.1%58,9491.5%Retail/Wholesale
DUOLINGO INC
$4,276,323$29,520 -0.7%10,4301.5%CL A COM
GSK PLC Sponsored ADR stock logo
GSK
GSK
$4,173,938$12,710 -0.3%108,6961.4%Medical
Spotify Technology stock logo
SPOT
Spotify Technology
$3,921,135$56,016 -1.4%5,1101.4%Computer and Technology
BROOKFIELD RENEWABLE CORP
$3,909,511$30,682 -0.8%119,2651.4%CL A EX SUB VTG
Hologic, Inc. stock logo
HOLX
Hologic
$3,674,332$37,011 -1.0%56,3891.3%Medical
Fresenius Medical Care AG & Co. KGaA stock logo
FMS
Fresenius Medical Care AG & Co. KGaA
$3,491,196$3,628 -0.1%122,1981.2%Medical
Toast, Inc. stock logo
TOST
Toast
$3,481,935$1,017,559 41.3%78,6171.2%Computer and Technology
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$3,445,164$121,607 3.7%24,2791.2%Computer and Technology
Lemonade, Inc. stock logo
LMND
Lemonade
$3,440,671$1,107,783 47.5%78,5361.2%Finance
Stryker Corporation stock logo
SYK
Stryker
$3,380,658$136,492 -3.9%8,5451.2%Medical
Vita Coco Company, Inc. stock logo
COCO
Vita Coco
$3,325,212$954,810 40.3%92,1111.1%Consumer Staples
MUELLER WATER PRODUCTS stock logo
MWA
MUELLER WATER PRODUCTS
$3,134,398$29,064 -0.9%130,3831.1%Industrials
Cloudflare, Inc. stock logo
NET
Cloudflare
$3,114,397$135,119 -4.2%15,9041.1%Computer and Technology
Atlassian Corporation PLC stock logo
TEAM
Atlassian
$3,109,174$38,791 -1.2%15,3091.1%Computer and Technology
Shopify Inc. stock logo
SHOP
Shopify
$3,086,433$33,221 -1.1%26,7571.1%Computer and Technology
Analog Devices, Inc. stock logo
ADI
Analog Devices
$3,082,229$83,072 -2.6%12,9491.1%Computer and Technology
Natural Grocers by Vitamin Cottage, Inc. stock logo
NGVC
Natural Grocers by Vitamin Cottage
$3,076,689$45,962 1.5%78,3871.1%Retail/Wholesale
Microsoft Corporation stock logo
MSFT
Microsoft
$3,050,531$40,289 -1.3%6,1331.1%Computer and Technology
Rockwell Automation, Inc. stock logo
ROK
Rockwell Automation
$2,717,151$83,043 -3.0%8,1800.9%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$2,713,046$12,925 0.5%4,8280.9%Business Services
Alphabet Inc. stock logo
GOOGL
Alphabet
$2,711,827$74,193 -2.7%15,3880.9%Computer and Technology
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$2,399,993$147,721 -5.8%10,0730.8%Computer and Technology
Autodesk, Inc. stock logo
ADSK
Autodesk
$2,368,719$18,883 -0.8%7,6520.8%Computer and Technology
Zillow Group, Inc. stock logo
ZG
Zillow Group
$2,287,375$25,341 -1.1%33,3970.8%Finance
Crane NXT, Co. stock logo
CXT
Crane NXT
$2,167,969$2,167,969 New Holding40,2220.7%Business Services
Canadian National Railway Company stock logo
CNI
Canadian National Railway
$2,130,483$117,354 -5.2%20,4780.7%Transportation
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$2,060,112$69,390 -3.3%6,6800.7%Computer and Technology
Carrier Global Corporation stock logo
CARR
Carrier Global
$1,919,481$82,339 -4.1%26,2260.7%Construction
United Natural Foods, Inc. stock logo
UNFI
United Natural Foods
$1,877,312$16,270 -0.9%80,5370.6%Consumer Staples
Danaher Corporation stock logo
DHR
Danaher
$1,868,139$59,657 -3.1%9,4570.6%Medical
HTUS
Hull Tactical US ETF
$1,738,7080.0%43,5630.6%ETF
California Water Service Group stock logo
CWT
California Water Service Group
$1,682,398$13,417 -0.8%36,9920.6%Utilities
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$1,646,958$86,394 -5.0%5,7190.6%Medical
GeneDx Holdings Corp. stock logo
WGS
GeneDx
$1,580,618$117,510 -6.9%17,1230.5%Medical
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$1,566,754$13,804 -0.9%22,7000.5%Medical
The Honest Company, Inc. stock logo
HNST
Honest
$1,552,886$27,684 -1.8%305,0860.5%Consumer Discretionary
Sylvamo Corporation stock logo
SLVM
Sylvamo
$1,552,863$23,698 -1.5%30,9950.5%Basic Materials
AptarGroup, Inc. stock logo
ATR
AptarGroup
$1,482,800$2,190 0.1%9,4790.5%Industrials
Unilever PLC stock logo
UL
Unilever
$1,470,240$2,141 0.1%24,0350.5%Consumer Staples
The New York Times Company stock logo
NYT
New York Times
$1,393,174$44,784 -3.1%24,8870.5%Consumer Staples
Adasina Social Justice All Cap Global ETF stock logo
JSTC
Adasina Social Justice All Cap Global ETF
$952,579$1,979 0.2%48,1340.3%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$943,500$127,921 -11.9%11,9190.3%Medical
DexCom, Inc. stock logo
DXCM
DexCom
$835,3650.0%9,5700.3%Medical
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$814,5720.0%1,4990.3%Medical
MarketAxess Holdings Inc. stock logo
MKTX
MarketAxess
$768,1780.0%3,4400.3%Finance
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$728,8000.0%10.3%Finance
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$584,851$5,065 -0.9%8,4300.2%Computer and Technology
Roper Technologies, Inc. stock logo
ROP
Roper Technologies
$584,419$567 -0.1%1,0310.2%Computer and Technology
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$573,2520.0%8,5280.2%ETF
VERALTO CORP
$523,123$23,420 -4.3%5,1820.2%COM SHS
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$522,794$3,472,991 -86.9%1,2890.2%Medical
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$504,006$10,744 2.2%3,7060.2%Medical
Flex Ltd. stock logo
FLEX
Flex
$434,0540.0%8,6950.2%Computer and Technology
Ormat Technologies, Inc. stock logo
ORA
Ormat Technologies
$429,773$7,873 1.9%5,1310.1%Energy
The Descartes Systems Group Inc. stock logo
DSGX
The Descartes Systems Group
$426,9090.0%4,2000.1%Computer and Technology
Eaton Corporation, PLC stock logo
ETN
Eaton
$406,934$1,071 -0.3%1,1400.1%Industrials
Visa Inc. stock logo
V
Visa
$403,337$58,228 -12.6%1,1360.1%Business Services
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$388,6160.0%8000.1%Finance
STMicroelectronics N.V. stock logo
STM
STMicroelectronics
$370,931$1,764 -0.5%12,1980.1%Computer and Technology
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$319,400$24,287 8.2%2,0910.1%Medical
Philip Morris International Inc. stock logo
PM
Philip Morris International
$287,219$11,474 4.2%1,5770.1%Consumer Staples
AbbVie Inc. stock logo
ABBV
AbbVie
$286,842$45,486 -13.7%1,5450.1%Medical
Caterpillar Inc. stock logo
CAT
Caterpillar
$252,7250.0%6510.1%Industrials
PACCAR Inc. stock logo
PCAR
PACCAR
$250,1030.0%2,6310.1%Auto/Tires/Trucks
Pfizer Inc. stock logo
PFE
Pfizer
$248,382$24,894 11.1%10,2470.1%Medical
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$244,253$244,253 New Holding4300.1%ETF
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$242,822$3,185 1.3%1,5250.1%Computer and Technology
Garmin Ltd. stock logo
GRMN
Garmin
$230,373$4,382 1.9%1,1040.1%Computer and Technology
Crown Holdings, Inc. stock logo
CCK
Crown
$229,131$229,131 New Holding2,2250.1%Industrials
Alphabet Inc. stock logo
GOOG
Alphabet
$215,009$215,009 New Holding1,2120.1%Computer and Technology
DMCY
Democracy International Fund ETF
$212,069$212,069 New Holding7,4500.1%ETF
Emerson Electric Co. stock logo
EMR
Emerson Electric
$207,995$207,995 New Holding1,5600.1%Industrials
Sunrun Inc. stock logo
RUN
Sunrun
$153,638$3,059 2.0%18,7820.1%Energy
Organon & Co. stock logo
OGN
Organon & Co.
$0$3,342,429 -100.0%00.0%Medical
SMI
VanEck HIP Sustainable Muni ETF
$0$1,981,639 -100.0%00.0%ETF
Steelcase Inc. stock logo
SCS
Steelcase
$0$1,655,013 -100.0%00.0%Business Services

Showing largest 100 holdings. View all holdings.
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