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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$644M
$2.77 Million 0.95% of portfolio
114,930
Q3 2024 Reduced 0.29%
$1.08B
$2.17 Million 0.75% of portfolio
161,093
Q3 2024 Reduced 8.81%
$1.03B
$2 Million 0.69% of portfolio
47,309
Q3 2024 Added 20.45%
$891M
$810,000 0.28% of portfolio
27,290
Q3 2024 New
$547M
$766,000 0.26% of portfolio
88,849
Q3 2024 Added 30.51%

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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