Nia Impact Advisors, LLC

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Nia Impact Advisors, LLC reported 109 stock positions worth $301.2 million. Its top holding was Simpson Manufacturing (SSD) at 5.6% of the portfolio, followed by VG Morningstar TS MKT ETF-US (VTI, 4.2%) and Apple (AAPL, 3.8%). Compared with Q2 2024, it opened 7 new positions, sold out of 1, added to 48 and reduced 37. The biggest buy was a new position in Natural Grocers BY Vitamin C (NGVC) and the biggest sale Nvidia (NVDA, shares −12%).

Most Recent 13F
Q2 2026
Location
OAKLAND, CA
CIK
0001815217
Portfolio Value
$301.2M (Q3 2024)
SEC Filing
0001815217-24-000005 ↗ filed Nov 14, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $250.9M Q1 2024 Q2 2024: $278.3M Q2 2024 Q3 2024: $301.2M $301.2M Q3 2024 Q4 2024: $307.5M Q4 2024 Q1 2025: $269.3M Q1 2025 Q2 2025: $289.3M Q2 2025 Q3 2025: $307.7M Q3 2025 Q4 2025: $297.9M Q4 2025 Q1 2026: $224.9M Q1 2026 Q2 2026: $241.4M Q2 2026

Holdings 109 stocks · $301.2M
SSD Simpson Manufacturing Co. Inc. 5.55% 87,429 $16.7M Reduce -1.8%
VTI VG Morningstar TS MKT ETF-US 4.18% 44,429 $12.6M No change
AAPL Apple Inc. 3.82% 49,358 $11.5M Reduce -1.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 3.05% 41,526 $9.2M Reduce -13.0%
TSM Taiwan Semiconductor-SP ADR 3.04% 52,722 $9.2M Add +0.1%
FSLR First Solar Inc. 2.78% 33,595 $8.4M Add +1.4%
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 2.75% 69,725 $8.3M Reduce -3.3%
XYL Xylem Inc. 2.70% 60,262 $8.1M Add +6.6%
VRTX Vertex Pharmaceuticals Inc. 2.68% 17,327 $8.1M Reduce -7.7%
STN Stantec Inc. 2.58% 96,671 $7.8M Reduce -0.5%
PANW Palo Alto Networks Inc. 2.48% 21,819 $7.5M Reduce -3.8%
SAP Sap SE-Sponsored ADR 2.43% 31,884 $7.3M Add +0.2%
CSL Carlisle Cos Inc. 2.42% 16,220 $7.3M Reduce -0.5%
PG The Procter & Gamble Co. 2.40% 41,777 $7.2M Reduce -0.5%
AMAL Amalgamated Financial Corp. 2.36% 226,468 $7.1M Add +2.3%
ACM Aecom 2.34% 68,261 $7.0M Reduce -1.9%
LRN Stride Inc. 2.11% 74,392 $6.3M Reduce -1.3%
NVDA Nvidia Corp. 1.97% 48,792 $5.9M Reduce -12.1%
FTNT Fortinet Inc. 1.97% 76,383 $5.9M Reduce -2.8%
GILD Gilead Sciences Inc. 1.93% 69,459 $5.8M Reduce -2.8%
TMO Thermo Fisher Scientific Inc. 1.87% 9,084 $5.6M Add +4.5%
HOLX Hologic Inc. 1.44% 53,238 $4.3M Add +0.2%
TELFY Telefonica SA-Spon ADR 1.42% 881,687 $4.3M Add +1.8%
HASI Ha Sustainable Infrastructur 1.37% 119,450 $4.1M Add +0.6%
BEPC Brookfield Renewable Cor-A 1.22% 112,935 $3.7M Add +0.1%
OGN Organon & Co. 1.17% 184,503 $3.5M Add +15.3%
SYK Stryker Corp. 1.14% 9,480 $3.4M Reduce -0.8%
AMD Advanced Micro Devices 1.13% 20,765 $3.4M Add +2.6%
NET Cloudflare Inc. Class A 1.05% 38,995 $3.2M Add +7.6%
ADI Analog Devices Inc. 1.01% 13,265 $3.1M Add +1.4%
DUOL Duolingo 1.01% 10,739 $3.0M Add +1.8%
SMI Vaneck Hip Sustainable Muni 1.00% 64,414 $3.0M Add +0.1%
MSFT Microsoft Corp. 1.00% 7,002 $3.0M Reduce -1.8%
STM Stmicroelectronics NV-NY SHS 0.98% 99,049 $2.9M Add +3.2%
SLVM Sylvamo Corp. 0.97% 33,922 $2.9M Add +1.3%
GOOGL Alphabet Inc. Class A 0.94% 17,102 $2.8M Reduce -0.6%
MA Mastercard Inc. Class A 0.92% 5,585 $2.8M Reduce -7.1%
DHR Danaher Corp. 0.90% 9,774 $2.7M Add +1.6%
NVO Novo-Nordisk A/S-Spons ADR 0.90% 22,785 $2.7M Reduce -2.3%
MWA Mueller Water Products Inc. Class A 0.87% 121,216 $2.6M Add +7.5%
CNI Canadian Natl Railway Co. 0.85% 21,822 $2.6M Add +1.0%
CARR Carrier Global Corp. 0.77% 28,951 $2.3M No change
ROK Rockwell Automation Inc. 0.76% 8,530 $2.3M Reduce -1.4%
TMUS T-Mobile US Inc. 0.76% 11,078 $2.3M Reduce -5.5%
PHI PLDT Inc.-Spon ADR 0.75% 84,481 $2.3M Add +1.8%
ADSK Autodesk Inc. 0.74% 8,105 $2.2M Reduce -0.2%
SCS Steelcase Inc. Class A 0.72% 161,093 $2.2M Reduce -8.8%
RDUS Radius Recycling Inc. Class A 0.71% 114,930 $2.1M Reduce -0.3%
BWA Borgwarner Inc. 0.68% 56,379 $2.0M Add +8.6%
CWT California Water Service Grp 0.68% 37,550 $2.0M Add +0.1%
AMN Amn Healthcare Services Inc. 0.67% 47,309 $2.0M Add +20.4%
ADP Automatic Data Processing 0.66% 7,155 $2.0M No change
ZG Zillow Group Inc. Class A 0.66% 31,853 $2.0M Add +1.6%
HTUS Hull Tactical US ETF 0.64% 43,563 $1.9M No change
TOST Toast Inc. Class A 0.61% 65,324 $1.8M Add +1.5%
NXT Nextpower Inc. filed as NEXTRACKER INC 0.60% 48,449 $1.8M Add +32.4%
COCO The Vita Coco Co. Inc. 0.59% 63,035 $1.8M Add +0.3%
RUN Sunrun Inc. 0.55% 91,782 $1.7M Reduce -0.7%
UL Unilever PLC 0.52% 24,054 $1.6M Add +0.1%
ATR Aptargroup Inc. 0.51% 9,590 $1.5M Add +0.2%
MRK Merck & Co. Inc. 0.51% 13,521 $1.5M Add +0.6%
NYT New York Times Co. Class A 0.47% 25,287 $1.4M Add +1.2%
VEEV Veeva Systems Inc. Class A 0.42% 6,019 $1.3M Reduce -1.6%
JSTC Adasina Social Justice GLB 0.42% 66,626 $1.3M Add +0.8%
TSLA Tesla Inc. 0.38% 4,377 $1.1M Reduce -22.1%
ELF Elf Beauty Inc. 0.37% 10,160 $1.1M Add +19.3%
NKE Nike Inc. Class B 0.35% 11,825 $1.0M Reduce -24.3%
MKTX Marketaxess Holdings Inc. 0.30% 3,545 $908K Reduce -12.8%
ISRG Intuitive Surgical Inc. 0.29% 1,766 $868K Reduce -0.2%
NGVC Natural Grocers BY Vitamin C 0.27% 27,290 $810K New
HAIN Hain Celestial Group Inc. 0.25% 88,849 $767K Add +30.5%
ROP Roper Technologies Inc. 0.23% 1,252 $697K No change
BRK.A Berkshire Hathaway Inc. Class A 0.23% 1 $691K No change
DXCM Dexcom Inc. 0.22% 9,710 $651K Reduce -16.5%
VB Vanguard Most SM-Cap ETF-Usd 0.21% 2,660 $631K No change
VLTO Veralto Corp. 0.20% 5,408 $605K Add +11.2%
ENPH Enphase Energy Inc. 0.19% 4,938 $558K Add +59.6%
VEU Vanguard Ftse All-World Ex-U 0.18% 8,528 $537K No change
QUAL iShares MSCI USA Quality Fac 0.18% 2,994 $537K No change
IWF iShares Russell 1000 Growth 0.17% 1,363 $512K No change
ETN Eaton Corp. PLC 0.17% 1,527 $506K Add +0.5%
ICSH iShares Ultra Short Duration 0.15% 8,935 $453K No change
ABBV Abbvie Inc. 0.14% 2,210 $436K Add +11.1%
ILMN Illumina Inc. 0.14% 3,323 $433K Reduce -17.4%
DSGX The Descartes Systems Grp 0.14% 4,200 $432K No change
CSCO Cisco Systems Inc. 0.14% 7,984 $425K Add +3.0%
ABT Abbott Laboratories 0.14% 3,707 $423K Add +5.8%
ORA Ormat Technologies Inc. 0.13% 5,037 $388K Reduce -12.2%
BRK.B Berkshire Hathaway Inc. Class B 0.12% 800 $368K No change
QQQ Invesco QQQ Trust Series 1 0.12% 750 $366K No change
V Visa Inc. Class A 0.12% 1,300 $357K Reduce -7.1%
FLEX Flex Ltd. 0.11% 9,695 $324K No change
JNJ Johnson & Johnson 0.10% 1,832 $297K Reduce -2.7%
IVE iShares S&P 500 Value ETF 0.09% 1,374 $271K No change
PCAR Paccar Inc. 0.09% 2,631 $260K Reduce -22.2%
CAT Caterpillar Inc. 0.08% 651 $255K New
PFE Pfizer Inc. 0.08% 8,469 $245K Add +4.0%
QCOM Qualcomm Inc. 0.08% 1,439 $245K Add +8.5%
AWK American Water Works Co. Inc. 0.08% 1,636 $239K No change
AMZN Amazon.com Inc. 0.08% 1,269 $236K Add +10.4%
GOOG Alphabet Inc. Class C 0.08% 1,373 $230K Add +12.1%
REGN Regeneron Pharmaceuticals 0.07% 205 $216K Add +3.0%
SBUX Starbucks Corp. 0.07% 2,202 $215K New
CCK Crown Holdings Inc. 0.07% 2,225 $213K Reduce -21.2%
PM Philip Morris International 0.07% 1,680 $204K New
GRMN Garmin Ltd. 0.07% 1,152 $203K New
ADVISORS INNER CIRCLE FD III 0.07% 7,450 $203K New
MUB iShares National Muni Bond E 0.07% 1,865 $203K New
HRZN Horizon Technology Finance C 0.05% 12,901 $137K Add +2.5%

Portfolio Sells Q2 2024 → Q3 2024
NVDA Nvidia Corp. Reduce -12.1% 1.97% −0.50
VRTX Vertex Pharmaceuticals Inc. Reduce -7.7% 2.68% −0.49
STN Stantec Inc. Reduce -0.5% 2.58% −0.33
NVO Novo-Nordisk A/S-Spons ADR Reduce -2.3% 0.90% −0.30
PANW Palo Alto Networks Inc. Reduce -3.8% 2.48% −0.29
DXCM Dexcom Inc. Reduce -16.5% 0.22% −0.26
GOOGL Alphabet Inc. Class A Reduce -0.6% 0.94% −0.18
MSFT Microsoft Corp. Reduce -1.8% 1.00% −0.14
SCS Steelcase Inc. Class A Reduce -8.8% 0.72% −0.10
ROK Rockwell Automation Inc. Reduce -1.4% 0.76% −0.10
PG The Procter & Gamble Co. Reduce -0.5% 2.40% −0.09
NKE Nike Inc. Class B Reduce -24.3% 0.35% −0.08
PCAR Paccar Inc. Reduce -22.2% 0.09% −0.04
MA Mastercard Inc. Class A Reduce -7.1% 0.92% −0.04
SYK Stryker Corp. Reduce -0.8% 1.14% −0.03
SPWRQ Sunpower Corp. Sold out 0.00% −0.03
ORA Ormat Technologies Inc. Reduce -12.2% 0.13% −0.02
TSLA Tesla Inc. Reduce -22.1% 0.38% −0.02
V Visa Inc. Class A Reduce -7.1% 0.12% −0.01
ILMN Illumina Inc. Reduce -17.4% 0.14% −0.01
CCK Crown Holdings Inc. Reduce -21.2% 0.07% −0.00
JNJ Johnson & Johnson Reduce -2.7% 0.10% −0.00
ISRG Intuitive Surgical Inc. Reduce -0.2% 0.29% +0.01
MKTX Marketaxess Holdings Inc. Reduce -12.8% 0.30% +0.01
TMUS T-Mobile US Inc. Reduce -5.5% 0.76% +0.02
VEEV Veeva Systems Inc. Class A Reduce -1.6% 0.42% +0.02
ADSK Autodesk Inc. Reduce -0.2% 0.74% +0.02
AAPL Apple Inc. Reduce -1.5% 3.82% +0.03
CSL Carlisle Cos Inc. Reduce -0.5% 2.42% +0.05
RDUS Radius Recycling Inc. Class A Reduce -0.3% 0.71% +0.07
IBM Intl Business Machines Corp. Reduce -13.0% 3.05% +0.08
ACM Aecom Reduce -1.9% 2.34% +0.14
RUN Sunrun Inc. Reduce -0.7% 0.55% +0.16
SSD Simpson Manufacturing Co. Inc. Reduce -1.8% 5.55% +0.16
GILD Gilead Sciences Inc. Reduce -2.8% 1.93% +0.17
LRN Stride Inc. Reduce -1.3% 2.11% +0.20
FTNT Fortinet Inc. Reduce -2.8% 1.97% +0.26
IRM Iron Mountain Inc. Reduce -3.3% 2.75% +0.43

Portfolio Buys Q2 2024 → Q3 2024
NGVC Natural Grocers BY Vitamin C New 0.27% +0.27
DUOL Duolingo Add +1.8% 1.01% +0.21
AMAL Amalgamated Financial Corp. Add +2.3% 2.36% +0.18
MWA Mueller Water Products Inc. Class A Add +7.5% 0.87% +0.15
ZG Zillow Group Inc. Class A Add +1.6% 0.66% +0.15
SLVM Sylvamo Corp. Add +1.3% 0.97% +0.14
TMO Thermo Fisher Scientific Inc. Add +4.5% 1.87% +0.14
SAP Sap SE-Sponsored ADR Add +0.2% 2.43% +0.12
TELFY Telefonica SA-Spon ADR Add +1.8% 1.42% +0.11
HASI Ha Sustainable Infrastructur Add +0.6% 1.37% +0.10
FSLR First Solar Inc. Add +1.4% 2.78% +0.10
HAIN Hain Celestial Group Inc. Add +30.5% 0.25% +0.09
CAT Caterpillar Inc. New 0.08% +0.08
BWA Borgwarner Inc. Add +8.6% 0.68% +0.08
ENPH Enphase Energy Inc. Add +59.6% 0.19% +0.07
BEPC Brookfield Renewable Cor-A Add +0.1% 1.22% +0.07
SBUX Starbucks Corp. New 0.07% +0.07
PM Philip Morris International New 0.07% +0.07
GRMN Garmin Ltd. New 0.07% +0.07
ADVISORS INNER CIRCLE FD III New 0.07% +0.07
MUB iShares National Muni Bond E New 0.07% +0.07
UL Unilever PLC Add +0.1% 0.52% +0.04
DHR Danaher Corp. Add +1.6% 0.90% +0.04
VLTO Veralto Corp. Add +11.2% 0.20% +0.03
ATR Aptargroup Inc. Add +0.2% 0.51% +0.03
ABBV Abbvie Inc. Add +11.1% 0.14% +0.02
HOLX Hologic Inc. Add +0.2% 1.44% +0.02
CWT California Water Service Grp Add +0.1% 0.68% +0.02
PHI PLDT Inc.-Spon ADR Add +1.8% 0.75% +0.02
TOST Toast Inc. Class A Add +1.5% 0.61% +0.02
ABT Abbott Laboratories Add +5.8% 0.14% +0.01
CSCO Cisco Systems Inc. Add +3.0% 0.14% +0.01
NYT New York Times Co. Class A Add +1.2% 0.47% +0.01
JSTC Adasina Social Justice GLB Add +0.8% 0.42% +0.01
PFE Pfizer Inc. Add +4.0% 0.08% −0.00
AMZN Amazon.com Inc. Add +10.4% 0.08% −0.00
ETN Eaton Corp. PLC Add +0.5% 0.17% −0.00
REGN Regeneron Pharmaceuticals Add +3.0% 0.07% −0.00
GOOG Alphabet Inc. Class C Add +12.1% 0.08% −0.00
HRZN Horizon Technology Finance C Add +2.5% 0.05% −0.01
NXT Nextpower Inc. Add +32.4% 0.60% −0.01
QCOM Qualcomm Inc. Add +8.5% 0.08% −0.01
OGN Organon & Co. Add +15.3% 1.17% −0.02
NET Cloudflare Inc. Class A Add +7.6% 1.05% −0.03
COCO The Vita Coco Co. Inc. Add +0.3% 0.59% −0.04
AMD Advanced Micro Devices Add +2.6% 1.13% −0.05
XYL Xylem Inc. Add +6.6% 2.70% −0.05
AMN Amn Healthcare Services Inc. Add +20.4% 0.67% −0.06
ADI Analog Devices Inc. Add +1.4% 1.01% −0.06
SMI Vaneck Hip Sustainable Muni Add +0.1% 1.00% −0.06

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 72$241.4MVTI, TSM, FSLR, PANW, EBAY
Q1 2026 89$224.9MVTI, FSLR, TSM, AAPL, NXT
Q4 2025 101$297.9MVTI, FSLR, AAPL, TSM, IBM
Q3 2025 101$307.7MVTI, TSM, AAPL, FSLR, IBM
Q2 2025 97$289.3MVTI, STN, AAPL, TSM, IBM
Q1 2025 99$269.3MVTI, AAPL, IBM, XYL, VRTX
Q4 2024 112$307.5MSSD, VTI, AAPL, TSM, IBM
Q3 2024 109$301.2MSSD, VTI, AAPL, IBM, TSM
Q2 2024 103$278.3MSSD, VTI, AAPL, TSM, VRTX
Q1 2024 91$250.9MVTI, IBM, AAPL, STN, VRTX