Nia Impact Advisors, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Nia Impact Advisors, LLC reported 112 stock positions worth $307.5 million. Its top holding was Simpson Manufacturing (SSD) at 4.6% of the portfolio, followed by VG Morningstar TS MKT ETF-US (VTI, 4.1%) and Apple (AAPL, 4.0%). Compared with Q3 2024, it opened 11 new positions, sold out of 8, added to 45 and reduced 35. The biggest buy was a new position in Robinhood Markets Class A (HOOD) and the biggest sale Simpson Manufacturing (SSD, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- OAKLAND, CA
- CIK
- 0001815217
- Portfolio Value
- $307.5M (Q4 2024)
- SEC Filing
- 0001815217-25-000001 ↗ filed Feb 14, 2025
Holdings Value
Holdings 112 stocks · $307.5M
| SSD Simpson Manufacturing Co. Inc. | 4.60% | 85,275 | $14.1M | Reduce -2.5% |
| VTI VG Morningstar TS MKT ETF-US | 4.11% | 43,585 | $12.6M | Reduce -1.9% |
| AAPL Apple Inc. | 4.00% | 49,060 | $12.3M | Reduce -0.6% |
| TSM Taiwan Semiconductor-SP ADR | 3.08% | 47,969 | $9.5M | Reduce -9.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 2.90% | 40,626 | $8.9M | Reduce -2.2% |
| XYL Xylem Inc. | 2.56% | 67,754 | $7.9M | Add +12.4% |
| AMAL Amalgamated Financial Corp. | 2.48% | 228,114 | $7.6M | Add +0.7% |
| STN Stantec Inc. | 2.45% | 95,930 | $7.5M | Reduce -0.8% |
| ACM Aecom | 2.42% | 69,761 | $7.5M | Add +2.2% |
| PANW Palo Alto Networks Inc. | 2.38% | 40,226 | $7.3M | Reduce -7.8% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 2.37% | 69,233 | $7.3M | Reduce -0.7% |
| FTNT Fortinet Inc. | 2.34% | 76,189 | $7.2M | Reduce -0.3% |
| SAP Sap SE-Sponsored ADR | 2.30% | 28,762 | $7.1M | Reduce -9.8% |
| PG The Procter & Gamble Co. | 2.28% | 41,777 | $7.0M | No change |
| CSL Carlisle Cos Inc. | 2.10% | 17,494 | $6.5M | Add +7.8% |
| VRTX Vertex Pharmaceuticals Inc. | 2.09% | 15,932 | $6.4M | Reduce -8.1% |
| NVDA Nvidia Corp. | 2.08% | 47,586 | $6.4M | Reduce -2.5% |
| FSLR First Solar Inc. | 2.04% | 35,675 | $6.3M | Add +6.2% |
| LRN Stride Inc. | 2.03% | 59,982 | $6.2M | Reduce -19.4% |
| TMO Thermo Fisher Scientific Inc. | 1.72% | 10,184 | $5.3M | Add +12.1% |
| GILD Gilead Sciences Inc. | 1.63% | 54,400 | $5.0M | Reduce -21.7% |
| NET Cloudflare Inc. Class A | 1.47% | 41,911 | $4.5M | Add +7.5% |
| HOOD Robinhood Markets Inc. Class A | 1.43% | 118,397 | $4.4M | New |
| HOLX Hologic Inc. | 1.34% | 57,077 | $4.1M | Add +7.2% |
| TELFY Telefonica SA-Spon ADR | 1.28% | 982,717 | $4.0M | Add +11.5% |
| HASI Ha Sustainable Infrastructur | 1.18% | 134,870 | $3.6M | Add +12.9% |
| DUOL Duolingo | 1.17% | 11,090 | $3.6M | Add +3.3% |
| TEAM Atlassian Corp. Class A | 1.13% | 14,310 | $3.5M | New |
| BEPC Brookfield Renewable Corp. | 1.12% | 124,701 | $3.4M | Add +10.4% |
| SYK Stryker Corp. | 1.11% | 9,523 | $3.4M | Add +0.5% |
| OGN Organon & Co. | 1.08% | 223,157 | $3.3M | Add +20.9% |
| GOOGL Alphabet Inc. Class A | 1.06% | 17,161 | $3.2M | Add +0.3% |
| NGVC Natural Grocers BY Vitamin C | 0.98% | 75,829 | $3.0M | Add +177.9% |
| MA Mastercard Inc. Class A | 0.97% | 5,675 | $3.0M | Add +1.6% |
| MWA Mueller Water Products Inc. Class A | 0.97% | 132,174 | $3.0M | Add +9.0% |
| MSFT Microsoft Corp. | 0.93% | 6,804 | $2.9M | Reduce -2.8% |
| ADI Analog Devices Inc. | 0.93% | 13,433 | $2.9M | Add +1.3% |
| EBAY eBay Inc. | 0.92% | 45,863 | $2.8M | New |
| AMD Advanced Micro Devices | 0.92% | 23,492 | $2.8M | Add +13.1% |
| SLVM Sylvamo Corp. | 0.86% | 33,468 | $2.6M | Reduce -1.3% |
| SHOP Shopify Inc. Class A | 0.85% | 24,536 | $2.6M | New |
| TOST Toast Inc. Class A | 0.81% | 68,056 | $2.5M | Add +4.2% |
| TMUS T-Mobile US Inc. | 0.80% | 11,178 | $2.5M | Add +0.9% |
| ZG Zillow Group Inc. Class A | 0.80% | 34,715 | $2.5M | Add +9.0% |
| ROK Rockwell Automation Inc. | 0.80% | 8,590 | $2.5M | Add +0.7% |
| NXT Nextpower Inc. filed as NEXTRACKER INC | 0.77% | 64,739 | $2.4M | Add +33.6% |
| COCO The Vita Coco Co. Inc. | 0.75% | 62,672 | $2.3M | Reduce -0.6% |
| ADSK Autodesk Inc. | 0.75% | 7,795 | $2.3M | Reduce -3.8% |
| DHR Danaher Corp. | 0.73% | 9,759 | $2.2M | Reduce -0.1% |
| SPOT Spotify Technology SA | 0.71% | 4,910 | $2.2M | New |
| CNI Canadian Natl Railway Co. | 0.71% | 21,606 | $2.2M | Reduce -1.0% |
| UNFI United Natural Foods Inc. | 0.69% | 77,850 | $2.1M | New |
| ADP Automatic Data Processing | 0.69% | 7,222 | $2.1M | Add +0.9% |
| SMI Vaneck Hip Sustainable Muni | 0.65% | 43,664 | $2.0M | Reduce -32.2% |
| RDUS Radius Recycling Inc. Class A | 0.65% | 131,870 | $2.0M | Add +14.7% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.65% | 23,200 | $2.0M | Add +1.8% |
| CARR Carrier Global Corp. | 0.65% | 29,201 | $2.0M | Add +0.9% |
| HNST The Honest Co. Inc. | 0.62% | 276,222 | $1.9M | New |
| SCS Steelcase Inc. Class A | 0.59% | 153,249 | $1.8M | Reduce -4.9% |
| TSLA Tesla Inc. | 0.56% | 4,257 | $1.7M | Reduce -2.7% |
| CWT California Water Service Grp | 0.55% | 37,127 | $1.7M | Reduce -1.1% |
| HTUS Hull Tactical US ETF | 0.54% | 43,563 | $1.7M | No change |
| LMND Lemonade Inc. | 0.54% | 44,930 | $1.6M | New |
| ATR Aptargroup Inc. | 0.49% | 9,690 | $1.5M | Add +1.0% |
| WGS Genedx Holdings Corp. | 0.48% | 19,256 | $1.5M | New |
| UL Unilever PLC | 0.45% | 24,169 | $1.4M | Add +0.5% |
| MRK Merck & Co. Inc. | 0.44% | 13,508 | $1.3M | Reduce -0.1% |
| NYT New York Times Co. Class A | 0.43% | 25,687 | $1.3M | Add +1.6% |
| ELF Elf Beauty Inc. | 0.43% | 10,547 | $1.3M | Add +3.8% |
| VEEV Veeva Systems Inc. Class A | 0.41% | 6,019 | $1.3M | No change |
| HAIN Hain Celestial Group Inc. | 0.40% | 197,940 | $1.2M | Add +122.8% |
| JSTC Adasina Social Justice GLB | 0.37% | 62,221 | $1.1M | Reduce -6.6% |
| ISRG Intuitive Surgical Inc. | 0.30% | 1,766 | $922K | No change |
| MKTX Marketaxess Holdings Inc. | 0.26% | 3,570 | $807K | Add +0.7% |
| DXCM Dexcom Inc. | 0.25% | 9,850 | $766K | Add +1.4% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.22% | 1 | $681K | No change |
| STM Stmicroelectronics NV-NY SHS | 0.22% | 27,260 | $681K | Reduce -72.5% |
| ROP Roper Technologies Inc. | 0.21% | 1,252 | $651K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.21% | 2,660 | $639K | No change |
| VLTO Veralto Corp. | 0.18% | 5,414 | $551K | Add +0.1% |
| IWF iShares Russell 1000 Growth | 0.18% | 1,363 | $547K | No change |
| QUAL iShares MSCI USA Quality Fac | 0.17% | 2,994 | $533K | No change |
| ETN Eaton Corp. PLC | 0.16% | 1,528 | $507K | Add +0.1% |
| VEU Vanguard Ftse All-World Ex-U | 0.16% | 8,528 | $490K | No change |
| CSCO Cisco Systems Inc. | 0.16% | 8,263 | $489K | Add +3.5% |
| DSGX The Descartes Systems Grp | 0.16% | 4,200 | $477K | No change |
| ICSH iShares Ultra Short Duration | 0.15% | 8,935 | $451K | No change |
| ABT Abbott Laboratories | 0.14% | 3,812 | $431K | Add +2.8% |
| ABBV Abbvie Inc. | 0.14% | 2,387 | $424K | Add +8.0% |
| V Visa Inc. Class A | 0.13% | 1,300 | $411K | No change |
| ILMN Illumina Inc. | 0.13% | 3,028 | $405K | Reduce -8.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.12% | 750 | $383K | No change |
| FLEX Flex Ltd. | 0.12% | 9,695 | $372K | No change |
| PHI PLDT Inc.-Spon ADR | 0.12% | 16,662 | $369K | Reduce -80.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.12% | 800 | $363K | No change |
| BWA Borgwarner Inc. | 0.12% | 11,137 | $354K | Reduce -80.3% |
| RUN Sunrun Inc. | 0.11% | 38,152 | $353K | Reduce -58.4% |
| ORA Ormat Technologies Inc. | 0.11% | 5,037 | $341K | No change |
| JNJ Johnson & Johnson | 0.09% | 1,932 | $279K | Add +5.5% |
| AMN Amn Healthcare Services Inc. | 0.09% | 11,597 | $277K | Reduce -75.5% |
Portfolio Sells Q3 2024 → Q4 2024
| SSD Simpson Manufacturing Co. Inc. | Reduce -2.5% | 4.60% | −0.95 |
| STM Stmicroelectronics NV-NY SHS | Reduce -72.5% | 0.22% | −0.76 |
| PHI PLDT Inc.-Spon ADR | Reduce -80.3% | 0.12% | −0.63 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -8.1% | 2.09% | −0.59 |
| AMN Amn Healthcare Services Inc. | Reduce -75.5% | 0.09% | −0.58 |
| BWA Borgwarner Inc. | Reduce -80.3% | 0.12% | −0.56 |
| RUN Sunrun Inc. | Reduce -58.4% | 0.11% | −0.44 |
| IRM Iron Mountain Inc. | Reduce -0.7% | 2.37% | −0.38 |
| SMI Vaneck Hip Sustainable Muni | Reduce -32.2% | 0.65% | −0.35 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.35 |
| GILD Gilead Sciences Inc. | Reduce -21.7% | 1.63% | −0.30 |
| ENPH Enphase Energy Inc. | Sold out | 0.00% | −0.19 |
| DHR Danaher Corp. | Reduce -0.1% | 0.73% | −0.17 |
| IBM Intl Business Machines Corp. | Reduce -2.2% | 2.90% | −0.14 |
| CNI Canadian Natl Railway Co. | Reduce -1.0% | 0.71% | −0.14 |
| STN Stantec Inc. | Reduce -0.8% | 2.45% | −0.13 |
| SCS Steelcase Inc. Class A | Reduce -4.9% | 0.59% | −0.13 |
| CWT California Water Service Grp | Reduce -1.1% | 0.55% | −0.13 |
| SAP Sap SE-Sponsored ADR | Reduce -9.8% | 2.30% | −0.12 |
| SLVM Sylvamo Corp. | Reduce -1.3% | 0.86% | −0.11 |
| PANW Palo Alto Networks Inc. | Reduce -7.8% | 2.38% | −0.10 |
| LRN Stride Inc. | Reduce -19.4% | 2.03% | −0.08 |
| MRK Merck & Co. Inc. | Reduce -0.1% | 0.44% | −0.07 |
| REGN Regeneron Pharmaceuticals | Sold out | 0.00% | −0.07 |
| SBUX Starbucks Corp. | Sold out | 0.00% | −0.07 |
| CCK Crown Holdings Inc. | Sold out | 0.00% | −0.07 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.9% | 4.11% | −0.07 |
| MSFT Microsoft Corp. | Reduce -2.8% | 0.93% | −0.07 |
| PM Philip Morris International | Sold out | 0.00% | −0.07 |
| ADVISORS INNER CIRCLE FD III | Sold out | 0.00% | −0.07 |
| MUB iShares National Muni Bond E | Sold out | 0.00% | −0.07 |
| JSTC Adasina Social Justice GLB | Reduce -6.6% | 0.37% | −0.05 |
| ILMN Illumina Inc. | Reduce -8.9% | 0.13% | −0.01 |
| HRZN Horizon Technology Finance C | Reduce -11.2% | 0.03% | −0.01 |
| AMZN Amazon.com Inc. | Reduce -9.5% | 0.08% | +0.00 |
| GOOG Alphabet Inc. Class C | Reduce -2.8% | 0.08% | +0.01 |
| ADSK Autodesk Inc. | Reduce -3.8% | 0.75% | +0.01 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -9.0% | 3.08% | +0.04 |
| NVDA Nvidia Corp. | Reduce -2.5% | 2.08% | +0.11 |
| COCO The Vita Coco Co. Inc. | Reduce -0.6% | 0.75% | +0.16 |
| AAPL Apple Inc. | Reduce -0.6% | 4.00% | +0.18 |
| TSLA Tesla Inc. | Reduce -2.7% | 0.56% | +0.18 |
| FTNT Fortinet Inc. | Reduce -0.3% | 2.34% | +0.37 |
Portfolio Buys Q3 2024 → Q4 2024
| HOOD Robinhood Markets Inc. Class A | New | 1.43% | +1.43 |
| TEAM Atlassian Corp. Class A | New | 1.13% | +1.13 |
| EBAY eBay Inc. | New | 0.92% | +0.92 |
| SHOP Shopify Inc. Class A | New | 0.85% | +0.85 |
| SPOT Spotify Technology SA | New | 0.71% | +0.71 |
| NGVC Natural Grocers BY Vitamin C | Add +177.9% | 0.98% | +0.71 |
| UNFI United Natural Foods Inc. | New | 0.69% | +0.69 |
| HNST The Honest Co. Inc. | New | 0.62% | +0.62 |
| LMND Lemonade Inc. | New | 0.54% | +0.54 |
| WGS Genedx Holdings Corp. | New | 0.48% | +0.48 |
| NET Cloudflare Inc. Class A | Add +7.5% | 1.47% | +0.42 |
| TOST Toast Inc. Class A | Add +4.2% | 0.81% | +0.19 |
| NXT Nextpower Inc. | Add +33.6% | 0.77% | +0.17 |
| DUOL Duolingo | Add +3.3% | 1.17% | +0.16 |
| ZG Zillow Group Inc. Class A | Add +9.0% | 0.80% | +0.14 |
| HAIN Hain Celestial Group Inc. | Add +122.8% | 0.40% | +0.14 |
| AMAL Amalgamated Financial Corp. | Add +0.7% | 2.48% | +0.12 |
| GOOGL Alphabet Inc. Class A | Add +0.3% | 1.06% | +0.11 |
| MWA Mueller Water Products Inc. Class A | Add +9.0% | 0.97% | +0.09 |
| ACM Aecom | Add +2.2% | 2.42% | +0.08 |
| EMR Emerson Electric Co. | New | 0.07% | +0.07 |
| VOO Vanguard S&P 500 ETF | New | 0.07% | +0.07 |
| ELF Elf Beauty Inc. | Add +3.8% | 0.43% | +0.06 |
| MA Mastercard Inc. Class A | Add +1.6% | 0.97% | +0.06 |
| TMUS T-Mobile US Inc. | Add +0.9% | 0.80% | +0.04 |
| ROK Rockwell Automation Inc. | Add +0.7% | 0.80% | +0.04 |
| DXCM Dexcom Inc. | Add +1.4% | 0.25% | +0.03 |
| ADP Automatic Data Processing | Add +0.9% | 0.69% | +0.03 |
| CSCO Cisco Systems Inc. | Add +3.5% | 0.16% | +0.02 |
| GRMN Garmin Ltd. | Add +3.8% | 0.08% | +0.01 |
| ABT Abbott Laboratories | Add +2.8% | 0.14% | −0.00 |
| PFE Pfizer Inc. | Add +7.6% | 0.08% | −0.00 |
| ETN Eaton Corp. PLC | Add +0.1% | 0.16% | −0.00 |
| ABBV Abbvie Inc. | Add +8.0% | 0.14% | −0.01 |
| QCOM Qualcomm Inc. | Add +3.2% | 0.07% | −0.01 |
| JNJ Johnson & Johnson | Add +5.5% | 0.09% | −0.01 |
| ATR Aptargroup Inc. | Add +1.0% | 0.49% | −0.01 |
| VLTO Veralto Corp. | Add +0.1% | 0.18% | −0.02 |
| SYK Stryker Corp. | Add +0.5% | 1.11% | −0.02 |
| NYT New York Times Co. Class A | Add +1.6% | 0.43% | −0.03 |
| MKTX Marketaxess Holdings Inc. | Add +0.7% | 0.26% | −0.04 |
| RDUS Radius Recycling Inc. Class A | Add +14.7% | 0.65% | −0.05 |
| UL Unilever PLC | Add +0.5% | 0.45% | −0.07 |
| ADI Analog Devices Inc. | Add +1.3% | 0.93% | −0.09 |
| OGN Organon & Co. | Add +20.9% | 1.08% | −0.09 |
| HOLX Hologic Inc. | Add +7.2% | 1.34% | −0.10 |
| BEPC Brookfield Renewable Corp. | Add +10.4% | 1.12% | −0.10 |
| CARR Carrier Global Corp. | Add +0.9% | 0.65% | −0.13 |
| TELFY Telefonica SA-Spon ADR | Add +11.5% | 1.28% | −0.14 |
| TMO Thermo Fisher Scientific Inc. | Add +12.1% | 1.72% | −0.14 |
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 |