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 Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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