Nia Impact Advisors, LLC Portfolio Holdings

Nia Impact Advisors, LLC

  • $268 Million
  • Q2 2025

Nia Impact Advisors, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $268 Million distributed in 97 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $13.2M, Stantec Inc with a value of $9.42M, Apple Inc. with a value of $9.22M, Taiwan Semiconductor Manufacturing CO LTD with a value of $9.15M, and International Business Machines Corp with a value of $8.99M.

Examining the 13F form we can see an increase of $22.4M in the current position value, from $246M to 268M.

Below you can find more details about Nia Impact Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $268 Million
Technology: $97 Million
Industrials: $51.7 Million
Healthcare: $34.2 Million
Consumer Defensive: $23.9 Million
Communication Services: $18 Million
ETFs: $15.2 Million
Real Estate: $9.81 Million
Financial Services: $8.44 Million
Other: $9.83 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.96B
$1.55 Million 0.58% of portfolio
30,995
Q2 2025 Reduced 1.5%
$131B
$1.57 Million 0.58% of portfolio
22,700
Q2 2025 Reduced 0.87%
$370M
$1.55 Million 0.58% of portfolio
305,086
Q2 2025 Reduced 1.75%
$8.8B
$1.48 Million 0.55% of portfolio
9,479
Q2 2025 Added 0.15%
$158B
$1.47 Million 0.55% of portfolio
24,035
Q2 2025 Added 0.15%
$9.68B
$1.39 Million 0.52% of portfolio
24,887
Q2 2025 Reduced 3.11%
$206B
$943,000 0.35% of portfolio
11,919
Q2 2025 Reduced 11.94%
$29.5B
$835,000 0.31% of portfolio
9,570
Q1 2025 Reduced 2.84%
$153B
$814,000 0.3% of portfolio
1,499
Q1 2025 Reduced 15.12%
$6.91B
$768,000 0.29% of portfolio
3,440
Q1 2025 Reduced 3.64%
$444B
$728,000 0.27% of portfolio
1
Q1 2024 New
$278B
$584,000 0.22% of portfolio
8,430
Q2 2025 Reduced 0.86%
$54B
$584,000 0.22% of portfolio
1,031
Q2 2025 Reduced 0.1%
$185B
$522,000 0.19% of portfolio
1,289
Q2 2025 Reduced 86.92%
$235B
$504,000 0.19% of portfolio
3,706
Q2 2025 Added 2.18%
$5.18B
$429,000 0.16% of portfolio
5,131
Q2 2025 Added 1.87%
$25.6B
$434,000 0.16% of portfolio
8,695
Q1 2025 Reduced 10.31%
$566B
$403,000 0.15% of portfolio
1,136
Q2 2025 Reduced 12.62%
$145B
$406,000 0.15% of portfolio
1,140
Q2 2025 Reduced 0.26%
$24.8B
$370,000 0.14% of portfolio
12,198
Q2 2025 Reduced 0.47%
$644B
$388,000 0.14% of portfolio
800
Q1 2024 New
$463B
$319,000 0.12% of portfolio
2,091
Q2 2025 Added 8.23%
$390B
$286,000 0.11% of portfolio
1,545
Q2 2025 Reduced 13.69%
$258B
$287,000 0.11% of portfolio
1,577
Q2 2025 Added 4.16%
$135B
$248,000 0.09% of portfolio
10,247
Q2 2025 Added 11.14%
$11.4B
$229,000 0.09% of portfolio
2,225
Q2 2025 New
$238B
$252,000 0.09% of portfolio
651
Q3 2024 New
$44.9B
$230,000 0.09% of portfolio
1,104
Q2 2025 Added 1.94%
$35.1B
$250,000 0.09% of portfolio
2,631
Q3 2024 Reduced 22.18%
$186B
$242,000 0.09% of portfolio
1,525
Q2 2025 Added 1.33%
$1.52T
$214,000 0.08% of portfolio
1,212
Q2 2025 New
$77.5B
$207,000 0.08% of portfolio
1,560
Q2 2025 New
$3.37B
$153,000 0.06% of portfolio
18,782
Q2 2025 Added 2.03%

Summary

  • Portfolio
  • No. of Stocks 97
  • Current Value $268 Million
  • Prior Value $246 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
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