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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.56B
$1.81 Million 0.74% of portfolio
37,287
Q1 2025 Added 0.43%
$64.1B
$1.73 Million 0.71% of portfolio
27,351
Q1 2025 Reduced 6.34%
$2.78B
$1.67 Million 0.68% of portfolio
53,250
Q1 2025 Added 18.52%
$976M
$1.66 Million 0.67% of portfolio
151,005
Q1 2025 Reduced 1.46%
$156B
$1.59 Million 0.65% of portfolio
22,900
Q1 2025 Reduced 1.29%
$418M
$1.46 Million 0.59% of portfolio
310,525
Q1 2025 Added 12.42%
$5.56B
$1.43 Million 0.58% of portfolio
22,834
Q1 2025 Added 116.5%
$155B
$1.43 Million 0.58% of portfolio
24,000
Q1 2025 Reduced 0.7%
$10.3B
$1.4 Million 0.57% of portfolio
9,465
Q1 2025 Reduced 2.32%
$39.7B
$1.39 Million 0.57% of portfolio
6,019
Q3 2024 Reduced 1.63%
$9.3B
$1.27 Million 0.52% of portfolio
25,687
Q4 2024 Added 1.58%
$212B
$1.21 Million 0.49% of portfolio
13,535
Q1 2025 Added 0.2%
$0
$868,000 0.35% of portfolio
48,034
Q1 2025 Reduced 22.8%
$427B
$798,000 0.32% of portfolio
1
Q1 2024 New
$183B
$742,000 0.3% of portfolio
1,499
Q1 2025 Reduced 15.12%
$8.18B
$744,000 0.3% of portfolio
3,440
Q1 2025 Reduced 3.64%
$58.1B
$608,000 0.25% of portfolio
1,032
Q1 2025 Reduced 17.57%
$0
$517,000 0.21% of portfolio
8,528
Q1 2024 Added 8.0%
$278B
$524,000 0.21% of portfolio
8,503
Q1 2025 Added 2.9%
$231B
$481,000 0.2% of portfolio
3,627
Q1 2025 Reduced 4.85%
$573B
$455,000 0.19% of portfolio
1,300
Q3 2024 Reduced 7.14%
$8.7B
$423,000 0.17% of portfolio
4,200
Q2 2024 Added 2.44%
$631B
$426,000 0.17% of portfolio
800
Q1 2024 New
$339B
$375,000 0.15% of portfolio
1,790
Q1 2025 Reduced 25.01%
$4.9B
$356,000 0.14% of portfolio
5,037
Q3 2024 Reduced 12.2%
$144B
$310,000 0.13% of portfolio
1,143
Q1 2025 Reduced 25.2%
$410B
$320,000 0.13% of portfolio
1,932
Q4 2024 Added 5.46%
$23.5B
$287,000 0.12% of portfolio
8,695
Q1 2025 Reduced 10.31%
$29B
$269,000 0.11% of portfolio
12,256
Q1 2025 Reduced 55.04%
$33.3B
$256,000 0.1% of portfolio
2,631
Q3 2024 Reduced 22.18%
$41.7B
$235,000 0.1% of portfolio
1,083
Q1 2025 Reduced 9.45%
$280B
$240,000 0.1% of portfolio
1,514
Q1 2025 New
$214B
$214,000 0.09% of portfolio
651
Q3 2024 New
$1T
$212,000 0.09% of portfolio
820
Q1 2025 Reduced 80.74%
$142B
$233,000 0.09% of portfolio
9,220
Q1 2025 Added 1.2%
$173B
$231,000 0.09% of portfolio
1,505
Q1 2025 Added 1.35%
$26.1B
$204,000 0.08% of portfolio
1,386
Q1 2025 Reduced 15.28%
$108B
$206,000 0.08% of portfolio
2,102
Q1 2025 New
$11.4B
$92,000 0.04% of portfolio
10,139
Q1 2025 New
$2.2B
$107,000 0.04% of portfolio
18,408
Q1 2025 Reduced 51.75%
Amalgamated Financial Corp
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 6.41%
Capitol Ser Tr
-
$0 0.0% of portfolio
-
Q2 2023 New
Nextracker Inc
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 0.05%
Atlassian Corporation
-
$0 0.0% of portfolio
-
Q1 2025 Added 8.32%
Veralto Corp
-
$0 0.0% of portfolio
-
Q4 2024 Added 0.11%
Brookfield Renewable Corp
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 3.61%
Gsk PLC
-
$0 0.0% of portfolio
-
Q1 2025 New
Genedx Holdings Corp
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 4.47%

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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