Nia Impact Advisors, LLC Portfolio Holdings by Sector
Nia Impact Advisors, LLC
- $268 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Infrastructure | Technology
PANW FTNT HOOD TOST NET MSFT 6 stocks |
$30,608
11.42% of portfolio
|
1
|
5
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
XYL CR MWA ROK ROP ETN EMR 7 stocks |
$22,835
8.52% of portfolio
|
2
|
5
|
2
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
TSM NVDA AMD ADI STM QCOM 6 stocks |
$21,242
7.92% of portfolio
|
2
|
4
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
SAP DUOL SHOP ADSK DSGX 5 stocks |
$17,443
6.51% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
STN ACM 2 stocks |
$16,234
6.05% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$13,243
4.94% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
IRM HASI 2 stocks |
$9,813
3.66% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$9,215
3.44% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
SPOT GOOGL ZG GOOG 4 stocks |
$9,133
3.41% of portfolio
|
1
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$8,994
3.35% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
VRTX NVO 2 stocks |
$8,638
3.22% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Solar | Technology
FSLR RUN 2 stocks |
$8,274
3.09% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG UL 2 stocks |
$8,078
3.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
CSL CARR 2 stocks |
$7,956
2.97% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
TEF TMUS 2 stocks |
$7,460
2.78% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
GILD MRK JNJ ABBV PFE 5 stocks |
$7,327
2.73% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Education & Training Services | Consumer Defensive
LRN 1 stocks |
$7,267
2.71% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
HOLX ATR ISRG 3 stocks |
$5,970
2.23% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
SYK DXCM ABT 3 stocks |
$4,719
1.76% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
EBAY 1 stocks |
$4,389
1.64% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
FMS 1 stocks |
$3,491
1.3% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
LMND 1 stocks |
$3,440
1.28% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
COCO 1 stocks |
$3,325
1.24% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA V 2 stocks |
$3,116
1.16% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
NGVC 1 stocks |
$3,076
1.15% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
DHR TMO 2 stocks |
$2,390
0.89% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
CNI 1 stocks |
$2,130
0.79% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$2,060
0.77% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
JSTC VEU VOO DMCY 4 stocks |
$1,981
0.74% of portfolio
|
3
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
UNFI 1 stocks |
$1,877
0.7% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
CWT 1 stocks |
$1,682
0.63% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
VEEV 1 stocks |
$1,646
0.61% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
HNST 1 stocks |
$1,552
0.58% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Paper & Paper Products | Basic Materials
SLVM 1 stocks |
$1,552
0.58% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Publishing | Communication Services
NYT 1 stocks |
$1,393
0.52% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-A BRK-B 2 stocks |
$1,116
0.42% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
MKTX 1 stocks |
$768
0.29% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$584
0.22% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT PCAR 2 stocks |
$502
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
FLEX 1 stocks |
$434
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
ORA 1 stocks |
$429
0.16% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM 1 stocks |
$287
0.11% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
GRMN 1 stocks |
$230
0.09% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
CCK 1 stocks |
$229
0.09% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|