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

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 Q3 2024 Q4 2024: $307.5M $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 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%
PCAR Paccar Inc. 0.09% 2,631 $274K No change
IVE iShares S&P 500 Value ETF 0.09% 1,374 $262K No change
GOOG Alphabet Inc. Class C 0.08% 1,334 $254K Reduce -2.8%
AMZN Amazon.com Inc. 0.08% 1,149 $252K Reduce -9.5%
GRMN Garmin Ltd. 0.08% 1,196 $247K Add +3.8%
PFE Pfizer Inc. 0.08% 9,111 $242K Add +7.6%
CAT Caterpillar Inc. 0.08% 651 $236K No change
QCOM Qualcomm Inc. 0.07% 1,485 $228K Add +3.2%
EMR Emerson Electric Co. 0.07% 1,720 $213K New
VOO Vanguard S&P 500 ETF 0.07% 378 $204K New
AWK American Water Works Co. Inc. 0.07% 1,636 $204K No change
HRZN Horizon Technology Finance C 0.03% 11,460 $103K Reduce -11.2%

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

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