Nia Impact Advisors, LLC Portfolio Holdings

Nia Impact Advisors, LLC

  • $290 Million
  • Q3 2024

Nia Impact Advisors, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $290 Million distributed in 109 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Simpson Manufacturing Co., Inc. with a value of $16.7M, Vanguard Total Stock Market Et with a value of $12.6M, Apple Inc. with a value of $11.5M, International Business Machines Corp with a value of $9.18M, and Taiwan Semiconductor Manufacturing CO LTD with a value of $9.16M.

Examining the 13F form we can see an increase of $20.8M in the current position value, from $269M to 290M.

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

Portfolio value $290 Million
Technology: $91.1 Million
Healthcare: $46.1 Million
Industrials: $45.9 Million
Basic Materials: $22.4 Million
ETFs: $20.6 Million
Consumer Defensive: $19.8 Million
Communication Services: $15.3 Million
Real Estate: $12.4 Million
Other: $16.5 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$12.6 Million 4.34% of portfolio
44,429
Q2 2024 Added 0.02%
$0
$3.02 Million 1.04% of portfolio
64,414
Q3 2024 Added 0.09%
$0
$1.26 Million 0.43% of portfolio
66,626
Q3 2024 Added 0.83%
$0
$630,000 0.22% of portfolio
2,660
Q2 2024 New
$0
$537,000 0.19% of portfolio
8,528
Q1 2024 Added 8.0%
$0
$536,000 0.18% of portfolio
2,994
Q2 2024 New
$0
$511,000 0.18% of portfolio
1,363
Q2 2024 New
$0
$453,000 0.16% of portfolio
8,935
Q2 2024 New
$0
$366,000 0.13% of portfolio
750
Q2 2024 New
$0
$270,000 0.09% of portfolio
1,374
Q2 2024 New
$0
$202,000 0.07% of portfolio
7,450
Q3 2024 New
$0
$202,000 0.07% of portfolio
1,865
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 109
  • Current Value $290 Million
  • Prior Value $269 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 7 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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