Nia Impact Advisors, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 9, 2024), Nia Impact Advisors, LLC reported 103 stock positions worth $278.3 million. Its top holding was Simpson Manufacturing (SSD) at 5.4% of the portfolio, followed by VG Morningstar TS MKT ETF-US (VTI, 4.3%) and Apple (AAPL, 3.8%). Compared with Q1 2024, it opened 13 new positions, sold out of 1, added to 34 and reduced 46. The biggest buy was a new position in Simpson Manufacturing (SSD) and the biggest sale Intl Business Machines (IBM, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- OAKLAND, CA
- CIK
- 0001815217
- Portfolio Value
- $278.3M (Q2 2024)
- SEC Filing
- 0001815217-24-000004 ↗ filed Aug 9, 2024
Holdings Value
Holdings 103 stocks · $278.3M
| SSD Simpson Manufacturing Co. Inc. | 5.39% | 89,067 | $15.0M | New |
| VTI VG Morningstar TS MKT ETF-US | 4.27% | 44,429 | $11.9M | Add +0.0% |
| AAPL Apple Inc. | 3.79% | 50,108 | $10.6M | Add +1.1% |
| TSM Taiwan Semiconductor-SP ADR | 3.29% | 52,650 | $9.2M | Reduce -2.8% |
| VRTX Vertex Pharmaceuticals Inc. | 3.16% | 18,779 | $8.8M | Reduce -5.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 2.97% | 47,727 | $8.3M | Reduce -3.8% |
| STN Stantec Inc. | 2.92% | 97,117 | $8.1M | Reduce -3.6% |
| PANW Palo Alto Networks Inc. | 2.76% | 22,687 | $7.7M | Reduce -5.0% |
| XYL Xylem Inc. | 2.76% | 56,544 | $7.7M | Reduce -1.8% |
| FSLR First Solar Inc. | 2.68% | 33,121 | $7.5M | Reduce -25.6% |
| PG The Procter & Gamble Co. | 2.49% | 41,977 | $6.9M | Reduce -0.7% |
| NVDA Nvidia Corp. | 2.46% | 55,518 | $6.9M | Add +4.9% |
| CSL Carlisle Cos Inc. | 2.37% | 16,301 | $6.6M | Reduce -3.6% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 2.32% | 72,097 | $6.5M | Reduce -5.7% |
| SAP Sap SE-Sponsored ADR | 2.31% | 31,809 | $6.4M | Reduce -4.0% |
| ACM Aecom | 2.20% | 69,603 | $6.1M | Reduce -3.6% |
| AMAL Amalgamated Financial Corp. | 2.18% | 221,394 | $6.1M | Reduce -5.7% |
| LRN Stride Inc. | 1.91% | 75,380 | $5.3M | Reduce -3.2% |
| GILD Gilead Sciences Inc. | 1.76% | 71,433 | $4.9M | Reduce -3.5% |
| TMO Thermo Fisher Scientific Inc. | 1.73% | 8,692 | $4.8M | Reduce -3.6% |
| FTNT Fortinet Inc. | 1.70% | 78,596 | $4.7M | Reduce -4.0% |
| HOLX Hologic Inc. | 1.42% | 53,136 | $3.9M | Reduce -4.9% |
| STM Stmicroelectronics NV-NY SHS | 1.35% | 95,973 | $3.8M | Reduce -3.4% |
| TELFY Telefonica SA-Spon ADR | 1.31% | 865,893 | $3.6M | New |
| HASI Ha Sustainable Infrastructur filed as HANNON ARMSTRONG SUST INFR C | 1.26% | 118,705 | $3.5M | Reduce -3.8% |
| NVO Novo-Nordisk A/S-Spons ADR | 1.20% | 23,329 | $3.3M | Add +5.2% |
| OGN Organon & Co. | 1.19% | 159,980 | $3.3M | Reduce -4.0% |
| AMD Advanced Micro Devices | 1.18% | 20,244 | $3.3M | Reduce -4.9% |
| SYK Stryker Corp. | 1.17% | 9,560 | $3.3M | Add +7.5% |
| BEPC Brookfield Renewable Cor-A | 1.15% | 112,872 | $3.2M | Reduce -3.9% |
| MSFT Microsoft Corp. | 1.14% | 7,127 | $3.2M | Add +8.1% |
| GOOGL Alphabet Inc. Class A | 1.13% | 17,207 | $3.1M | Add +8.7% |
| NET Cloudflare Inc. Class A | 1.08% | 36,252 | $3.0M | Reduce -3.7% |
| ADI Analog Devices Inc. | 1.07% | 13,077 | $3.0M | Add +5.1% |
| SMI Vaneck Hip Sustainable Muni | 1.06% | 64,353 | $3.0M | Add +0.1% |
| MA Mastercard Inc. Class A | 0.95% | 6,010 | $2.7M | Add +5.6% |
| CNI Canadian Natl Railway Co. | 0.92% | 21,608 | $2.6M | Add +3.7% |
| DHR Danaher Corp. | 0.86% | 9,625 | $2.4M | Add +4.1% |
| ROK Rockwell Automation Inc. | 0.86% | 8,648 | $2.4M | Add +3.6% |
| SLVM Sylvamo Corp. | 0.83% | 33,495 | $2.3M | Reduce -3.3% |
| SCS Steelcase Inc. Class A | 0.82% | 176,658 | $2.3M | Reduce -4.6% |
| DUOL Duolingo | 0.79% | 10,550 | $2.2M | Reduce -4.1% |
| TMUS T-Mobile US Inc. | 0.74% | 11,728 | $2.1M | Add +3.5% |
| PHI PLDT Inc.-Spon ADR | 0.73% | 82,993 | $2.0M | Reduce -4.3% |
| MWA Mueller Water Products Inc. Class A | 0.73% | 112,708 | $2.0M | Reduce -4.2% |
| AMN Amn Healthcare Services Inc. | 0.72% | 39,278 | $2.0M | Reduce -8.0% |
| ADSK Autodesk Inc. | 0.72% | 8,119 | $2.0M | Reduce -2.4% |
| CARR Carrier Global Corp. | 0.66% | 28,951 | $1.8M | Add +4.5% |
| CWT California Water Service Grp | 0.65% | 37,532 | $1.8M | Reduce -3.7% |
| HTUS Hull Tactical US ETF | 0.65% | 43,563 | $1.8M | No change |
| ELF Elf Beauty Inc. | 0.64% | 8,514 | $1.8M | New |
| RDUS Radius Recycling Inc. Class A | 0.63% | 115,269 | $1.8M | Reduce -3.8% |
| COCO The Vita Coco Co. Inc. | 0.63% | 62,854 | $1.8M | Reduce -4.3% |
| NXT Nextpower Inc. filed as NEXTRACKER INC | 0.62% | 36,596 | $1.7M | Reduce -4.9% |
| ADP Automatic Data Processing | 0.61% | 7,155 | $1.7M | Add +2.9% |
| BWA Borgwarner Inc. | 0.60% | 51,894 | $1.7M | Reduce -4.5% |
| MRK Merck & Co. Inc. | 0.60% | 13,441 | $1.7M | Add +0.2% |
| TOST Toast Inc. Class A | 0.60% | 64,380 | $1.7M | New |
| ZG Zillow Group Inc. Class A | 0.51% | 31,347 | $1.4M | Reduce -4.2% |
| ATR Aptargroup Inc. | 0.48% | 9,570 | $1.3M | Add +4.7% |
| UL Unilever PLC | 0.47% | 24,025 | $1.3M | Add +0.4% |
| DXCM Dexcom Inc. | 0.47% | 11,630 | $1.3M | Add +4.5% |
| NYT New York Times Co. Class A | 0.46% | 24,987 | $1.3M | Add +7.2% |
| NKE Nike Inc. Class B | 0.42% | 15,627 | $1.2M | Add +3.3% |
| JSTC Adasina Social Justice GLB | 0.41% | 66,075 | $1.1M | Add +0.2% |
| VEEV Veeva Systems Inc. Class A | 0.40% | 6,119 | $1.1M | Add +2.5% |
| TSLA Tesla Inc. | 0.40% | 5,616 | $1.1M | Add +2.3% |
| RUN Sunrun Inc. | 0.39% | 92,378 | $1.1M | Reduce -4.2% |
| MKTX Marketaxess Holdings Inc. | 0.29% | 4,065 | $815K | Add +4.1% |
| ISRG Intuitive Surgical Inc. | 0.28% | 1,770 | $787K | No change |
| ROP Roper Technologies Inc. | 0.25% | 1,252 | $706K | Reduce -7.0% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.22% | 1 | $612K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.21% | 2,660 | $580K | New |
| QUAL iShares MSCI USA Quality Fac | 0.18% | 2,994 | $511K | New |
| VEU Vanguard Ftse All-World Ex-U | 0.18% | 8,528 | $500K | No change |
| IWF iShares Russell 1000 Growth | 0.18% | 1,363 | $497K | New |
| ETN Eaton Corp. PLC | 0.17% | 1,520 | $477K | Add +27.1% |
| HAIN Hain Celestial Group Inc. | 0.17% | 68,080 | $470K | Reduce -3.8% |
| VLTO Veralto Corp. | 0.17% | 4,863 | $464K | Add +5.4% |
| ICSH iShares Ultra Short Duration | 0.16% | 8,935 | $451K | New |
| ILMN Illumina Inc. | 0.15% | 4,023 | $420K | Reduce -4.0% |
| ORA Ormat Technologies Inc. | 0.15% | 5,737 | $411K | No change |
| DSGX The Descartes Systems Grp | 0.15% | 4,200 | $407K | Add +2.4% |
| CSCO Cisco Systems Inc. | 0.13% | 7,753 | $368K | Add +0.5% |
| V Visa Inc. Class A | 0.13% | 1,400 | $367K | Reduce -14.6% |
| ABT Abbott Laboratories | 0.13% | 3,502 | $364K | Add +0.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.13% | 750 | $359K | New |
| PCAR Paccar Inc. | 0.13% | 3,381 | $348K | No change |
| ABBV Abbvie Inc. | 0.12% | 1,990 | $341K | Add +32.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.12% | 800 | $325K | No change |
| ENPH Enphase Energy Inc. | 0.11% | 3,093 | $308K | Reduce -4.7% |
| FLEX Flex Ltd. | 0.10% | 9,695 | $286K | No change |
| JNJ Johnson & Johnson | 0.10% | 1,882 | $275K | No change |
| QCOM Qualcomm Inc. | 0.09% | 1,326 | $264K | Add +6.9% |
| IVE iShares S&P 500 Value ETF | 0.09% | 1,374 | $250K | New |
| PFE Pfizer Inc. | 0.08% | 8,145 | $228K | Add +7.4% |
| GOOG Alphabet Inc. Class C | 0.08% | 1,225 | $225K | New |
| AMZN Amazon.com Inc. | 0.08% | 1,149 | $222K | New |
| AWK American Water Works Co. Inc. | 0.08% | 1,636 | $211K | Reduce -5.8% |
| CCK Crown Holdings Inc. | 0.08% | 2,825 | $210K | No change |
Portfolio Sells Q1 2024 → Q2 2024
| IBM Intl Business Machines Corp. | Reduce -3.8% | 2.97% | −0.81 |
| ACM Aecom | Reduce -3.6% | 2.20% | −0.62 |
| FTNT Fortinet Inc. | Reduce -4.0% | 1.70% | −0.53 |
| STN Stantec Inc. | Reduce -3.6% | 2.92% | −0.42 |
| GILD Gilead Sciences Inc. | Reduce -3.5% | 1.76% | −0.40 |
| RDUS Radius Recycling Inc. Class A | Reduce -3.8% | 0.63% | −0.38 |
| NET Cloudflare Inc. Class A | Reduce -3.7% | 1.08% | −0.37 |
| TMO Thermo Fisher Scientific Inc. | Reduce -3.6% | 1.73% | −0.36 |
| STM Stmicroelectronics NV-NY SHS | Reduce -3.4% | 1.35% | −0.36 |
| AMD Advanced Micro Devices | Reduce -4.9% | 1.18% | −0.35 |
| AMN Amn Healthcare Services Inc. | Reduce -8.0% | 0.72% | −0.34 |
| HOLX Hologic Inc. | Reduce -4.9% | 1.42% | −0.32 |
| FSLR First Solar Inc. | Reduce -25.6% | 2.68% | −0.31 |
| SAP Sap SE-Sponsored ADR | Reduce -4.0% | 2.31% | −0.27 |
| CSL Carlisle Cos Inc. | Reduce -3.6% | 2.37% | −0.27 |
| PG The Procter & Gamble Co. | Reduce -0.7% | 2.49% | −0.25 |
| NXT Nextpower Inc. | Reduce -4.9% | 0.62% | −0.25 |
| XYL Xylem Inc. | Reduce -1.8% | 2.76% | −0.21 |
| APTV Aptiv Irish Holdings Ltd. | Sold out | 0.00% | −0.20 |
| DUOL Duolingo | Reduce -4.1% | 0.79% | −0.18 |
| BWA Borgwarner Inc. | Reduce -4.5% | 0.60% | −0.15 |
| SCS Steelcase Inc. Class A | Reduce -4.6% | 0.82% | −0.14 |
| ADSK Autodesk Inc. | Reduce -2.4% | 0.72% | −0.14 |
| HASI Ha Sustainable Infrastructur | Reduce -3.8% | 1.26% | −0.13 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -5.0% | 3.16% | −0.13 |
| IRM Iron Mountain Inc. | Reduce -5.7% | 2.32% | −0.12 |
| PHI PLDT Inc.-Spon ADR | Reduce -4.3% | 0.73% | −0.12 |
| ZG Zillow Group Inc. Class A | Reduce -4.2% | 0.51% | −0.12 |
| RUN Sunrun Inc. | Reduce -4.2% | 0.39% | −0.11 |
| ILMN Illumina Inc. | Reduce -4.0% | 0.15% | −0.08 |
| CWT California Water Service Grp | Reduce -3.7% | 0.65% | −0.07 |
| AMAL Amalgamated Financial Corp. | Reduce -5.7% | 2.18% | −0.07 |
| OGN Organon & Co. | Reduce -4.0% | 1.19% | −0.06 |
| HAIN Hain Celestial Group Inc. | Reduce -3.8% | 0.17% | −0.05 |
| V Visa Inc. Class A | Reduce -14.6% | 0.13% | −0.05 |
| ROP Roper Technologies Inc. | Reduce -7.0% | 0.25% | −0.05 |
| LRN Stride Inc. | Reduce -3.2% | 1.91% | −0.05 |
| ENPH Enphase Energy Inc. | Reduce -4.7% | 0.11% | −0.05 |
| MWA Mueller Water Products Inc. Class A | Reduce -4.2% | 0.73% | −0.03 |
| SLVM Sylvamo Corp. | Reduce -3.3% | 0.83% | −0.03 |
| COCO The Vita Coco Co. Inc. | Reduce -4.3% | 0.63% | −0.01 |
| AWK American Water Works Co. Inc. | Reduce -5.8% | 0.08% | −0.01 |
| HRZN Horizon Technology Finance C | Reduce -6.4% | 0.05% | −0.01 |
| SPWRQ Sunpower Corp. | Reduce -0.5% | 0.03% | −0.00 |
| BEPC Brookfield Renewable Cor-A | Reduce -3.9% | 1.15% | +0.00 |
| PANW Palo Alto Networks Inc. | Reduce -5.0% | 2.76% | +0.06 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -2.8% | 3.29% | +0.35 |
Portfolio Buys Q1 2024 → Q2 2024
| SSD Simpson Manufacturing Co. Inc. | New | 5.39% | +5.39 |
| TELFY Telefonica SA-Spon ADR | New | 1.31% | +1.31 |
| ELF Elf Beauty Inc. | New | 0.64% | +0.64 |
| TOST Toast Inc. Class A | New | 0.60% | +0.60 |
| NVDA Nvidia Corp. | Add +4.9% | 2.46% | +0.56 |
| AAPL Apple Inc. | Add +1.1% | 3.79% | +0.40 |
| VB Vanguard Most SM-Cap ETF-Usd | New | 0.21% | +0.21 |
| QUAL iShares MSCI USA Quality Fac | New | 0.18% | +0.18 |
| IWF iShares Russell 1000 Growth | New | 0.18% | +0.18 |
| GOOGL Alphabet Inc. Class A | Add +8.7% | 1.13% | +0.17 |
| ICSH iShares Ultra Short Duration | New | 0.16% | +0.16 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.13% | +0.13 |
| ADI Analog Devices Inc. | Add +5.1% | 1.07% | +0.09 |
| IVE iShares S&P 500 Value ETF | New | 0.09% | +0.09 |
| GOOG Alphabet Inc. Class C | New | 0.08% | +0.08 |
| AMZN Amazon.com Inc. | New | 0.08% | +0.08 |
| REGN Regeneron Pharmaceuticals | New | 0.08% | +0.08 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +5.2% | 1.20% | +0.06 |
| NYT New York Times Co. Class A | Add +7.2% | 0.46% | +0.06 |
| MSFT Microsoft Corp. | Add +8.1% | 1.14% | +0.04 |
| ETN Eaton Corp. PLC | Add +27.1% | 0.17% | +0.02 |
| TSLA Tesla Inc. | Add +2.3% | 0.40% | +0.01 |
| CARR Carrier Global Corp. | Add +4.5% | 0.66% | +0.01 |
| ABBV Abbvie Inc. | Add +32.7% | 0.12% | +0.01 |
| QCOM Qualcomm Inc. | Add +6.9% | 0.09% | +0.01 |
| TMUS T-Mobile US Inc. | Add +3.5% | 0.74% | +0.01 |
| VLTO Veralto Corp. | Add +5.4% | 0.17% | +0.00 |
| PFE Pfizer Inc. | Add +7.4% | 0.08% | −0.00 |
| DSGX The Descartes Systems Grp | Add +2.4% | 0.15% | −0.00 |
| UL Unilever PLC | Add +0.4% | 0.47% | −0.00 |
| CSCO Cisco Systems Inc. | Add +0.5% | 0.13% | −0.02 |
| ABT Abbott Laboratories | Add +0.1% | 0.13% | −0.03 |
| ATR Aptargroup Inc. | Add +4.7% | 0.48% | −0.04 |
| MKTX Marketaxess Holdings Inc. | Add +4.1% | 0.29% | −0.05 |
| JSTC Adasina Social Justice GLB | Add +0.2% | 0.41% | −0.05 |
| DHR Danaher Corp. | Add +4.1% | 0.86% | −0.06 |
| ADP Automatic Data Processing | Add +2.9% | 0.61% | −0.08 |
| SYK Stryker Corp. | Add +7.5% | 1.17% | −0.10 |
| MRK Merck & Co. Inc. | Add +0.2% | 0.60% | −0.11 |
| ROK Rockwell Automation Inc. | Add +3.6% | 0.86% | −0.11 |
| SMI Vaneck Hip Sustainable Muni | Add +0.1% | 1.06% | −0.12 |
| MA Mastercard Inc. Class A | Add +5.6% | 0.95% | −0.14 |
| DXCM Dexcom Inc. | Add +4.5% | 0.47% | −0.14 |
| NKE Nike Inc. Class B | Add +3.3% | 0.42% | −0.14 |
| VEEV Veeva Systems Inc. Class A | Add +2.5% | 0.40% | −0.15 |
| CNI Canadian Natl Railway Co. | Add +3.7% | 0.92% | −0.18 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.0% | 4.27% | −0.33 |
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 |