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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 $231.92 million in total holdings as of March 31, 2025.
  • Nia Impact Advisors, LLC owns shares of 81 different stocks, but just 34 companies or ETFs make up 80% of its holdings.
  • Approximately 10.63% of the portfolio was purchased this quarter.
  • About 10.90% of the portfolio was sold this quarter.
  • This quarter, Nia Impact Advisors, LLC has purchased 72 new stocks and bought additional shares in 30 stocks.
  • Nia Impact Advisors, LLC sold shares of 34 stocks and completely divested from 3 stocks this quarter.

Largest New Holdings this Quarter

816850101 - Semtech
$4,388,089 Holding
95082P105 - WESCO International
$4,214,765 Holding
858119100 - Steel Dynamics
$3,190,642 Holding
74624M102 - EVERPURE INC
$366,053 Holding
532457108 - Eli Lilly and Company
$301,009 Holding

Largest Purchases this Quarter

Semtech
24,604 shares (about $4.39M)
WESCO International
11,721 shares (about $4.21M)
Steel Dynamics
14,398 shares (about $3.19M)
Amalgamated Financial
38,672 shares (about $1.84M)
Natural Grocers by Vitamin Cottage
51,231 shares (about $1.56M)

Largest Sales this Quarter

eBay
28,956 shares (about $3.07M)
Taiwan Semiconductor Manufacturing
6,039 shares (about $2.75M)
Robinhood Markets
22,419 shares (about $2.52M)
Palo Alto Networks
5,939 shares (about $2.36M)
Gilead Sciences
13,562 shares (about $2.02M)

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
$15,799,290$508,218 ▼-3.1%42,2176.8%ETF
First Solar, Inc. stock logo
FSLR
First Solar
$8,430,582$803,980 ▲10.5%48,1313.6%Technology
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$8,016,634$2,754,934 ▼-25.6%17,5733.5%Technology
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$7,791,972$125,997 ▲1.6%14,9043.4%Healthcare
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$7,553,571$2,359,597 ▼-23.8%19,0123.3%Technology
Amalgamated Financial Corp. stock logo
AMAL
Amalgamated Financial
$7,031,102$1,839,632 ▲35.4%147,8053.0%Finance
HA Sustainable Infrastructure Capital, Inc. stock logo
HASI
HA Sustainable Infrastructure Capital
$6,420,759$25,504 ▲0.4%179,2512.8%Finance
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$6,121,538$531,643 ▼-8.0%10,0062.6%Technology
Apple Inc. stock logo
AAPL
Apple
$6,068,533$866,172 ▼-12.5%18,2232.6%Technology
International Business Machines Corporation stock logo
IBM
International Business Machines
$6,029,712$27,711 ▼-0.5%27,4172.6%Technology
Frontdoor Inc. stock logo
FTDR
Frontdoor
$5,850,474$48,625 ▲0.8%80,0122.5%Consumer Discretionary
Iron Mountain Incorporated stock logo
IRM
Iron Mountain
$5,498,899$10,984 ▼-0.2%49,5622.4%Real Estate
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$5,358,803$2,021,419 ▼-27.4%35,9532.3%Healthcare
Akamai Technologies, Inc. stock logo
AKAM
Akamai Technologies
$5,338,136$731,901 ▲15.9%50,1942.3%Technology
SAP SE stock logo
SAP
SAP
$5,154,910$349,415 ▼-6.3%24,7262.2%Technology
ARISTA NETWORKS INC
$5,127,883$82,862 ▼-1.6%25,1872.2%COM SHS
Cloudflare, Inc. stock logo
NET
Cloudflare
$4,930,709$36,117 ▼-0.7%14,1982.1%Technology
GSK PLC Sponsored ADR stock logo
GSK
GSK
$4,922,260$908,054 ▼-15.6%102,1852.1%Healthcare
Natera, Inc. stock logo
NTRA
Natera
$4,890,885$606,762 ▼-11.0%11,8332.1%Healthcare
Valmont Industries, Inc. stock logo
VMI
Valmont Industries
$4,758,212$1,129,248 ▲31.1%10,2772.1%Industrials
Vita Coco Company, Inc. stock logo
COCO
Vita Coco
$4,719,879$116,686 ▲2.5%82,4362.0%Consumer Staples
Vertiv Holdings Co. stock logo
VRT
Vertiv
$4,701,567$1,450,720 ▲44.6%19,4842.0%Industrials
BROOKFIELD RENEWABLE CORP
$4,531,189$419,630 ▲10.2%160,5672.0%CL A EX SUB VTG
Stantec Inc. stock logo
STN
Stantec
$4,481,099$13,809 ▼-0.3%66,5251.9%Industrials
eBay Inc. stock logo
EBAY
eBay
$4,418,775$3,070,777 ▼-41.0%41,6671.9%Consumer Discretionary
Semtech Corporation stock logo
SMTC
Semtech
$4,388,089$4,388,089 ▲New Holding24,6041.9%Technology
California Water Service Group stock logo
CWT
California Water Service Group
$4,318,836$346,978 ▲8.7%93,3401.9%Utilities
WESCO International, Inc. stock logo
WCC
WESCO International
$4,214,765$4,214,765 ▲New Holding11,7211.8%Industrials
United Natural Foods, Inc. stock logo
UNFI
United Natural Foods
$3,878,682$2,911 ▲0.1%86,5971.7%Consumer Staples
Natural Grocers by Vitamin Cottage, Inc. stock logo
NGVC
Natural Grocers by Vitamin Cottage
$3,668,127$1,560,501 ▲74.0%120,4241.6%Consumer Staples
Stride, Inc. stock logo
LRN
Stride
$3,633,541$77,980 ▲2.2%46,5961.6%Consumer Discretionary
Robinhood Markets, Inc. stock logo
HOOD
Robinhood Markets
$3,547,812$2,522,146 ▼-41.6%31,5361.5%Finance
GeneDx Holdings Corp. stock logo
WGS
GeneDx
$3,415,284$36,656 ▲1.1%47,2381.5%Healthcare
Fresenius Medical Care AG & Co. KGaA stock logo
FMS
Fresenius Medical Care AG & Co. KGaA
$3,264,860$203,971 ▲6.7%145,8831.4%Healthcare
Steel Dynamics, Inc. stock logo
STLD
Steel Dynamics
$3,190,642$3,190,642 ▲New Holding14,3981.4%Materials
Nextpower Inc. stock logo
NXT
Nextpower
$2,893,992$9,118 ▼-0.3%37,1361.2%Industrials
Mueller Water Products stock logo
MWA
Mueller Water Products
$2,730,707$387,355 ▲16.5%128,5641.2%Industrials
Xylem Inc. stock logo
XYL
Xylem
$2,536,974$58,331 ▲2.4%25,0521.1%Industrials
Lemonade, Inc. stock logo
LMND
Lemonade
$2,501,453$104,094 ▼-4.0%55,4151.1%Finance
Core & Main, Inc. stock logo
CNM
Core & Main
$2,432,601$10,868 ▼-0.4%58,6451.0%Industrials
Spotify Technology stock logo
SPOT
Spotify Technology
$2,413,680$418,690 ▲21.0%4,9521.0%Communication Services
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$2,297,418$904,036 ▼-28.2%4,4931.0%Technology
ImmunityBio, Inc. stock logo
IBRX
ImmunityBio
$2,226,958$323,414 ▼-12.7%235,9071.0%Healthcare
Autodesk, Inc. stock logo
ADSK
Autodesk
$2,062,272$47,027 ▼-2.2%9,8670.9%Technology
Crane NXT, Co. stock logo
CXT
Crane NXT
$2,025,873$277,561 ▲15.9%43,0120.9%Technology
Toast, Inc. stock logo
TOST
Toast
$1,945,331$227,657 ▲13.3%67,1040.8%Finance
Advanced Energy Industries, Inc. stock logo
AEIS
Advanced Energy Industries
$1,860,447$46,779 ▼-2.5%6,6020.8%Technology
CAPITOL SER TR
$1,825,9630.0%40,0870.8%HULL TACTICAL
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$769,698$97,948 ▲14.6%7,1510.3%Technology
LAM RESEARCH CORP
$768,279$154,050 ▲25.1%2,3390.3%COM NEW
STMicroelectronics N.V. stock logo
STM
STMicroelectronics
$648,0560.0%12,1450.3%Technology
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$598,3800.0%7,2120.3%ETF
Pfizer Inc. stock logo
PFE
Pfizer
$552,360$124,407 ▲29.1%19,3670.2%Healthcare
Adasina Social Justice All Cap Global ETF stock logo
JSTC
Adasina Social Justice All Cap Global ETF
$523,902$9,495 ▼-1.8%23,3390.2%ETF
Eaton Corporation, PLC stock logo
ETN
Eaton
$487,969$112,542 ▲30.0%1,1360.2%Industrials
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$432,225$50,969 ▲13.4%2,3490.2%Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$401,635$162,834 ▲68.2%1,1790.2%Communication Services
EVERPURE INC
$366,053$366,053 ▲New Holding2,7990.2%CL A
AbbVie Inc. stock logo
ABBV
AbbVie
$322,306$4,971 ▼-1.5%1,2320.1%Healthcare
Levi Strauss & Co. stock logo
LEVI
Levi Strauss & Co.
$308,825$92,573 ▲42.8%15,6760.1%Consumer Discretionary
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$301,009$301,009 ▲New Holding2600.1%Healthcare
Analog Devices, Inc. stock logo
ADI
Analog Devices
$291,894$1,983 ▼-0.7%7360.1%Technology
Garmin Ltd. stock logo
GRMN
Garmin
$291,721$287 ▲0.1%1,0170.1%Consumer Discretionary
NVIDIA Corporation stock logo
NVDA
NVIDIA
$285,058$15,304 ▼-5.1%1,2480.1%Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$282,993$86,128 ▼-23.3%5520.1%Technology
Axsome Therapeutics, Inc. stock logo
AXSM
Axsome Therapeutics
$260,727$55,870 ▲27.3%1,4140.1%Healthcare
Alphabet Inc. stock logo
GOOGL
Alphabet
$251,178$9,978 ▼-3.8%7300.1%Communication Services
Vodafone Group PLC stock logo
VOD
Vodafone Group
$246,642$10,659 ▼-4.1%15,2720.1%Communication Services
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$242,560$242,560 ▲New Holding1,6690.1%Healthcare
Corning Incorporated stock logo
GLW
Corning
$235,7140.0%1,5330.1%Technology
Digital Realty Trust, Inc. stock logo
DLR
Digital Realty Trust
$221,977$2,808 ▼-1.2%1,2650.1%Real Estate
BIODESIX INC
$220,265$220,265 ▲New Holding7,3840.1%COM
Horace Mann Educators Corporation stock logo
HMN
Horace Mann Educators
$217,283$8,920 ▼-3.9%4,8720.1%Finance
The New York Times Company stock logo
NYT
New York Times
$216,7070.0%3,4020.1%Communication Services
TIM S.A. Sponsored ADR stock logo
TIMB
TIM
$204,970$6,140 ▼-2.9%11,4830.1%Communication Services
RLJ Lodging Trust stock logo
RLJ
RLJ Lodging Trust
$175,165$175,165 ▲New Holding15,8520.1%Real Estate
Sunrun Inc. stock logo
RUN
Sunrun
$153,309$880,888 ▼-85.2%19,7310.1%Utilities
Rapid7, Inc. stock logo
RPD
Rapid7
$139,870$139,870 ▲New Holding11,4460.1%Technology
Liberty Global PLC stock logo
LILAK
Liberty Global
$128,166$128,166 ▲New Holding15,5920.1%Communication Services
GoodRx Holdings, Inc. stock logo
GDRX
GoodRx
$77,749$77,749 ▲New Holding23,6320.0%Healthcare
Rezolute, Inc. stock logo
RZLT
Rezolute
$75,853$75,853 ▲New Holding18,3220.0%Healthcare
Broadcom Inc. stock logo
AVGO
Broadcom
$0$5,722,388 ▼-100.0%00.0%Technology
Sanofi stock logo
SNY
Sanofi
$0$201,483 ▼-100.0%00.0%Healthcare
HNI Corporation stock logo
HNI
HNI
$0$200,168 ▼-100.0%00.0%Industrials

Showing largest 100 holdings. View all holdings.
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