Nia Impact Advisors, LLC Portfolio Holdings

Nia Impact Advisors, LLC

  • $246 Million
  • Q1 2025

Nia Impact Advisors, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $246 Million distributed in 99 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 $12M, Apple Inc. with a value of $10.2M, International Business Machines Corp with a value of $9.79M, Xylem Inc. with a value of $7.87M, and Vertex Pharmaceuticals Inc with a value of $7.72M.

Examining the 13F form we can see an decrease of $41.9M in the current position value, from $288M to 246M.

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

Portfolio value $246 Million
Technology: $80.4 Million
Healthcare: $41.8 Million
Industrials: $41.2 Million
Consumer Defensive: $24.8 Million
Communication Services: $16.2 Million
ETFs: $15.3 Million
Real Estate: $9.18 Million
Financial Services: $6.82 Million
Other: $9.85 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.62B
$7.28 Million 2.96% of portfolio
57,584
Q1 2025 Reduced 4.0%
$2.48B
$3.67 Million 1.49% of portfolio
125,494
Q1 2025 Reduced 6.95%
$2.23B
$3.34 Million 1.36% of portfolio
224,475
Q1 2025 Added 0.59%
$3.95B
$3.35 Million 1.36% of portfolio
131,592
Q1 2025 Reduced 0.44%
$3.96B
$2.26 Million 0.92% of portfolio
33,767
Q1 2025 Reduced 2.73%
$2.47B
$2.11 Million 0.86% of portfolio
31,468
Q1 2025 Reduced 5.98%
$2.53B
$1.81 Million 0.74% of portfolio
37,287
Q1 2025 Added 0.43%
$2.16B
$1.67 Million 0.68% of portfolio
53,250
Q1 2025 Added 18.52%
$4.1B
$1.43 Million 0.58% of portfolio
22,834
Q1 2025 Added 116.5%
$9.19B
$1.27 Million 0.52% of portfolio
25,687
Q4 2024 Added 1.58%
$8.04B
$744,000 0.3% of portfolio
3,440
Q1 2025 Reduced 3.64%
$9.56B
$423,000 0.17% of portfolio
4,200
Q2 2024 Added 2.44%
$4.2B
$356,000 0.14% of portfolio
5,037
Q3 2024 Reduced 12.2%
$2.73B
$107,000 0.04% of portfolio
18,408
Q1 2025 Reduced 51.75%

Summary

  • Portfolio
  • No. of Stocks 99
  • Current Value $246 Million
  • Prior Value $288 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 60 stocks
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