Nia Impact Advisors, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Nia Impact Advisors, LLC reported 91 stock positions worth $250.9 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 4.6% of the portfolio, followed by Intl Business Machines (IBM, 3.8%) and Apple (AAPL, 3.4%).
- Most Recent 13F
- Q2 2026
- Location
- OAKLAND, CA
- CIK
- 0001815217
- Portfolio Value
- $250.9M (Q1 2024)
- SEC Filing
- 0001815217-24-000003 ↗ filed May 15, 2024
Holdings Value
Holdings 91 stocks · $250.9M
| VTI VG Morningstar TS MKT ETF-US | 4.60% | 44,419 | $11.5M | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 3.77% | 49,587 | $9.5M | — |
| AAPL Apple Inc. | 3.39% | 49,567 | $8.5M | — |
| STN Stantec Inc. | 3.33% | 100,724 | $8.4M | — |
| VRTX Vertex Pharmaceuticals Inc. | 3.29% | 19,757 | $8.3M | — |
| FSLR First Solar Inc. | 2.99% | 44,497 | $7.5M | — |
| XYL Xylem Inc. | 2.97% | 57,580 | $7.4M | — |
| TSM Taiwan Semiconductor-SP ADR | 2.94% | 54,154 | $7.4M | — |
| ACM Aecom | 2.82% | 72,173 | $7.1M | — |
| PG The Procter & Gamble Co. | 2.73% | 42,279 | $6.9M | — |
| PANW Palo Alto Networks Inc. | 2.70% | 23,872 | $6.8M | — |
| CSL Carlisle Cos Inc. | 2.64% | 16,915 | $6.6M | — |
| SAP Sap SE-Sponsored ADR | 2.58% | 33,149 | $6.5M | — |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 2.45% | 76,483 | $6.1M | — |
| AMAL Amalgamated Financial Corp. | 2.25% | 234,841 | $5.6M | — |
| FTNT Fortinet Inc. | 2.23% | 81,864 | $5.6M | — |
| GILD Gilead Sciences Inc. | 2.16% | 74,007 | $5.4M | — |
| TMO Thermo Fisher Scientific Inc. | 2.09% | 9,019 | $5.2M | — |
| LRN Stride Inc. | 1.96% | 77,840 | $4.9M | — |
| NVDA Nvidia Corp. | 1.91% | 5,291 | $4.8M | — |
| HOLX Hologic Inc. | 1.74% | 55,883 | $4.4M | — |
| STM Stmicroelectronics NV-NY SHS | 1.71% | 99,349 | $4.3M | — |
| AMD Advanced Micro Devices | 1.53% | 21,295 | $3.8M | — |
| NET Cloudflare Inc. Class A | 1.45% | 37,661 | $3.6M | — |
| HASI Ha Sustainable Infrastructur filed as HANNON ARMSTRONG SUST INFR C | 1.40% | 123,339 | $3.5M | — |
| SYK Stryker Corp. | 1.27% | 8,893 | $3.2M | — |
| OGN Organon & Co. | 1.25% | 166,685 | $3.1M | — |
| SMI Vaneck Hip Sustainable Muni | 1.18% | 64,287 | $3.0M | — |
| BEPC Brookfield Renewable Cor-A | 1.15% | 117,397 | $2.9M | — |
| NVO Novo-Nordisk A/S-Spons ADR | 1.14% | 22,184 | $2.8M | — |
| MSFT Microsoft Corp. | 1.11% | 6,596 | $2.8M | — |
| CNI Canadian Natl Railway Co. | 1.09% | 20,846 | $2.7M | — |
| MA Mastercard Inc. Class A | 1.09% | 5,690 | $2.7M | — |
| AMN Amn Healthcare Services Inc. | 1.06% | 42,713 | $2.7M | — |
| RDUS Radius Recycling Inc. Class A | 1.01% | 119,851 | $2.5M | — |
| ADI Analog Devices Inc. | 0.98% | 12,444 | $2.5M | — |
| ROK Rockwell Automation Inc. | 0.97% | 8,348 | $2.4M | — |
| DUOL Duolingo | 0.97% | 10,996 | $2.4M | — |
| SCS Steelcase Inc. Class A | 0.97% | 185,122 | $2.4M | — |
| GOOGL Alphabet Inc. Class A | 0.95% | 15,830 | $2.4M | — |
| DHR Danaher Corp. | 0.92% | 9,249 | $2.3M | — |
| ADSK Autodesk Inc. | 0.86% | 8,319 | $2.2M | — |
| NXT Nextpower Inc. filed as NEXTRACKER INC | 0.86% | 38,477 | $2.2M | — |
| SLVM Sylvamo Corp. | 0.85% | 34,652 | $2.1M | — |
| PHI PLDT Inc.-Spon ADR | 0.85% | 86,742 | $2.1M | — |
| MWA Mueller Water Products Inc. Class A | 0.75% | 117,612 | $1.9M | — |
| BWA Borgwarner Inc. | 0.75% | 54,351 | $1.9M | — |
| TMUS T-Mobile US Inc. | 0.74% | 11,333 | $1.8M | — |
| CWT California Water Service Grp | 0.72% | 38,959 | $1.8M | — |
| MRK Merck & Co. Inc. | 0.71% | 13,415 | $1.8M | — |
| HTUS Hull Tactical US ETF | 0.69% | 43,563 | $1.7M | — |
| ADP Automatic Data Processing | 0.69% | 6,955 | $1.7M | — |
| CARR Carrier Global Corp. | 0.64% | 27,701 | $1.6M | — |
| COCO The Vita Coco Co. Inc. | 0.64% | 65,708 | $1.6M | — |
| ZG Zillow Group Inc. Class A | 0.62% | 32,722 | $1.6M | — |
| DXCM Dexcom Inc. | 0.62% | 11,130 | $1.5M | — |
| NKE Nike Inc. Class B | 0.57% | 15,127 | $1.4M | — |
| VEEV Veeva Systems Inc. Class A | 0.55% | 5,969 | $1.4M | — |
| ATR Aptargroup Inc. | 0.52% | 9,140 | $1.3M | — |
| RUN Sunrun Inc. | 0.51% | 96,388 | $1.3M | — |
| UL Unilever PLC | 0.48% | 23,925 | $1.2M | — |
| JSTC Adasina Social Justice GLB | 0.47% | 65,969 | $1.2M | — |
| NYT New York Times Co. Class A | 0.40% | 23,312 | $1.0M | — |
| TSLA Tesla Inc. | 0.38% | 5,489 | $965K | — |
| MKTX Marketaxess Holdings Inc. | 0.34% | 3,904 | $856K | — |
| ROP Roper Technologies Inc. | 0.30% | 1,347 | $755K | — |
| ISRG Intuitive Surgical Inc. | 0.28% | 1,770 | $706K | — |
| BRK.A Berkshire Hathaway Inc. Class A | 0.25% | 1 | $634K | — |
| ILMN Illumina Inc. | 0.23% | 4,193 | $576K | — |
| HAIN Hain Celestial Group Inc. | 0.22% | 70,760 | $556K | — |
| VEU Vanguard Ftse All-World Ex-U | 0.20% | 8,528 | $500K | — |
| APTV Aptiv Irish Holdings Ltd. filed as APTIV PLC | 0.20% | 6,265 | $499K | — |
| V Visa Inc. Class A | 0.18% | 1,639 | $457K | — |
| PCAR Paccar Inc. | 0.17% | 3,381 | $419K | — |
| VLTO Veralto Corp. | 0.16% | 4,613 | $409K | — |
| ABT Abbott Laboratories | 0.16% | 3,497 | $398K | — |
| ENPH Enphase Energy Inc. | 0.16% | 3,247 | $393K | — |
| CSCO Cisco Systems Inc. | 0.15% | 7,716 | $385K | — |
| ORA Ormat Technologies Inc. | 0.15% | 5,737 | $380K | — |
| DSGX The Descartes Systems Grp | 0.15% | 4,100 | $375K | — |
| ETN Eaton Corp. PLC | 0.15% | 1,196 | $374K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.13% | 800 | $336K | — |
| JNJ Johnson & Johnson | 0.12% | 1,882 | $298K | — |
| FLEX Flex Ltd. | 0.11% | 9,695 | $277K | — |
| ABBV Abbvie Inc. | 0.11% | 1,500 | $273K | — |
| CCK Crown Holdings Inc. | 0.09% | 2,825 | $224K | — |
| AWK American Water Works Co. Inc. | 0.08% | 1,736 | $212K | — |
| PFE Pfizer Inc. | 0.08% | 7,582 | $210K | — |
| QCOM Qualcomm Inc. | 0.08% | 1,240 | $210K | — |
| HRZN Horizon Technology Finance C | 0.06% | 13,447 | $153K | — |
| SPWRQ Sunpower Corp. | 0.04% | 29,257 | $88K | — |
Portfolio Sells Q1 2024
No earlier filing to compare with.
Portfolio Buys Q1 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 72 | $241.4M | VTI, TSM, FSLR, PANW, EBAY |
| Q1 2026 | 89 | $224.9M | VTI, FSLR, TSM, AAPL, NXT |
| Q4 2025 | 101 | $297.9M | VTI, FSLR, AAPL, TSM, IBM |
| Q3 2025 | 101 | $307.7M | VTI, TSM, AAPL, FSLR, IBM |
| Q2 2025 | 97 | $289.3M | VTI, STN, AAPL, TSM, IBM |
| Q1 2025 | 99 | $269.3M | VTI, AAPL, IBM, XYL, VRTX |
| Q4 2024 | 112 | $307.5M | SSD, VTI, AAPL, TSM, IBM |
| Q3 2024 | 109 | $301.2M | SSD, VTI, AAPL, IBM, TSM |
| Q2 2024 | 103 | $278.3M | SSD, VTI, AAPL, TSM, VRTX |
| Q1 2024 | 91 | $250.9M | VTI, IBM, AAPL, STN, VRTX |