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%
$1.22B
$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%
$1.89B
$1.78 Million 0.62% of portfolio
63,035
Q3 2024 Added 0.29%
$745M
$810,000 0.28% of portfolio
27,290
Q3 2024 New
$647M
$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
Track This Portfolio

Track Nia Impact Advisors, LLC Portfolio

Follow Nia Impact Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Nia Impact Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Nia Impact Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email