Nia Impact Advisors, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Nia Impact Advisors, LLC reported 99 stock positions worth $269.3 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 4.4% of the portfolio, followed by Apple (AAPL, 3.8%) and Intl Business Machines (IBM, 3.6%). Compared with Q4 2024, it opened 5 new positions, sold out of 18, added to 18 and reduced 60. The biggest buy was a new position in GSK PLC-Spon ADR (GSK) and the biggest sale an exit from Simpson Manufacturing (SSD).

Most Recent 13F
Q2 2026
Location
OAKLAND, CA
CIK
0001815217
Portfolio Value
$269.3M (Q1 2025)
SEC Filing
0001815217-25-000002 ↗ filed May 15, 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 Q4 2024 Q1 2025: $269.3M $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 99 stocks · $269.3M

VTI VG Morningstar TS MKT ETF-US 4.45% 43,575 $12.0M Reduce -0.0%
AAPL Apple Inc. 3.77% 45,768 $10.2M Reduce -6.7%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 3.64% 39,373 $9.8M Reduce -3.1%
XYL Xylem Inc. 2.92% 65,838 $7.9M Reduce -2.8%
VRTX Vertex Pharmaceuticals Inc. 2.87% 15,932 $7.7M No change
LRN Stride Inc. 2.70% 57,584 $7.3M Reduce -4.0%
STN Stantec Inc. 2.70% 87,662 $7.3M Reduce -8.6%
FTNT Fortinet Inc. 2.67% 74,676 $7.2M Reduce -2.0%
PG The Procter & Gamble Co. 2.62% 41,477 $7.1M Reduce -0.7%
SAP Sap SE-Sponsored ADR 2.58% 25,849 $6.9M Reduce -10.1%
TSM Taiwan Semiconductor-SP ADR 2.55% 41,348 $6.9M Reduce -13.8%
PANW Palo Alto Networks Inc. 2.51% 39,681 $6.8M Reduce -1.4%
AMAL Amalgamated Financial Corp. 2.28% 213,486 $6.1M Reduce -6.4%
ACM Aecom 2.22% 64,595 $6.0M Reduce -7.4%
CSL Carlisle Cos Inc. 2.08% 16,463 $5.6M Reduce -5.9%
GILD Gilead Sciences Inc. 2.08% 49,992 $5.6M Reduce -8.1%
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 2.05% 64,076 $5.5M Reduce -7.5%
TMO Thermo Fisher Scientific Inc. 1.82% 9,852 $4.9M Reduce -3.3%
FSLR First Solar Inc. 1.77% 37,648 $4.8M Add +5.5%
TELFY Telefonica SA-Spon ADR 1.69% 976,646 $4.6M Reduce -0.6%
GSK GSK PLC-Spon ADR 1.57% 109,027 $4.2M New
NVDA Nvidia Corp. 1.48% 36,867 $4.0M Reduce -22.5%
HASI Ha Sustainable Infrastructur 1.36% 125,494 $3.7M Reduce -7.0%
HOLX Hologic Inc. 1.31% 56,957 $3.5M Reduce -0.2%
EBAY eBay Inc. 1.30% 51,667 $3.5M Add +12.7%
BEPC Brookfield Renewable Corp. 1.25% 120,201 $3.4M Reduce -3.6%
MWA Mueller Water Products Inc. Class A 1.24% 131,592 $3.3M Reduce -0.4%
OGN Organon & Co. 1.24% 224,475 $3.3M Add +0.6%
SYK Stryker Corp. 1.23% 8,890 $3.3M Reduce -6.7%
TEAM Atlassian Corp. Class A 1.22% 15,500 $3.3M Add +8.3%
DUOL Duolingo 1.21% 10,502 $3.3M Reduce -5.3%
NGVC Natural Grocers BY Vitamin C 1.15% 77,216 $3.1M Add +1.8%
FMS Fresenius Medical Care-ADR 1.13% 122,325 $3.0M New
HOOD Robinhood Markets Inc. Class A 1.10% 71,346 $3.0M Reduce -39.7%
TMUS T-Mobile US Inc. 1.06% 10,693 $2.9M Reduce -4.3%
SPOT Spotify Technology SA 1.06% 5,183 $2.9M Add +5.6%
NXT Nextpower Inc. filed as NEXTRACKER INC 1.01% 64,707 $2.7M Reduce -0.1%
ADI Analog Devices Inc. 1.00% 13,298 $2.7M Reduce -1.0%
MA Mastercard Inc. Class A 0.98% 4,805 $2.6M Reduce -15.3%
SHOP Shopify Inc. Class A 0.96% 27,045 $2.6M Add +10.2%
GOOGL Alphabet Inc. Class A 0.91% 15,809 $2.4M Reduce -7.9%
AMD Advanced Micro Devices 0.89% 23,422 $2.4M Reduce -0.3%
MSFT Microsoft Corp. 0.87% 6,214 $2.3M Reduce -8.7%
ZG Zillow Group Inc. Class A 0.84% 33,767 $2.3M Reduce -2.7%
UNFI United Natural Foods Inc. 0.83% 81,235 $2.2M Add +4.3%
ROK Rockwell Automation Inc. 0.81% 8,430 $2.2M Reduce -1.9%
SLVM Sylvamo Corp. 0.78% 31,468 $2.1M Reduce -6.0%
ADP Automatic Data Processing 0.78% 6,905 $2.1M Reduce -4.4%
CNI Canadian Natl Railway Co. 0.78% 21,606 $2.1M No change
ADSK Autodesk Inc. 0.75% 7,713 $2.0M Reduce -1.1%
COCO The Vita Coco Co. Inc. 0.75% 65,662 $2.0M Add +4.8%
DHR Danaher Corp. 0.74% 9,759 $2.0M No change
SMI Vaneck Hip Sustainable Muni 0.74% 43,703 $2.0M Add +0.1%
NET Cloudflare Inc. Class A 0.69% 16,594 $1.9M Reduce -60.4%
TOST Toast Inc. Class A 0.69% 55,642 $1.8M Reduce -18.2%
CWT California Water Service Grp 0.67% 37,287 $1.8M Add +0.4%
CARR Carrier Global Corp. 0.64% 27,351 $1.7M Reduce -6.3%
LMND Lemonade Inc. 0.62% 53,250 $1.7M Add +18.5%
SCS Steelcase Inc. Class A 0.61% 151,005 $1.7M Reduce -1.5%
WGS Genedx Holdings Corp. 0.60% 18,396 $1.6M Reduce -4.5%
NVO Novo-Nordisk A/S-Spons ADR 0.59% 22,900 $1.6M Reduce -1.3%
HTUS Hull Tactical US ETF 0.59% 43,563 $1.6M No change
HNST The Honest Co. Inc. 0.54% 310,525 $1.5M Add +12.4%
ELF Elf Beauty Inc. 0.53% 22,834 $1.4M Add +116.5%
UL Unilever PLC 0.53% 24,000 $1.4M Reduce -0.7%
ATR Aptargroup Inc. 0.52% 9,465 $1.4M Reduce -2.3%
VEEV Veeva Systems Inc. Class A 0.52% 6,019 $1.4M No change
NYT New York Times Co. Class A 0.47% 25,687 $1.3M No change
MRK Merck & Co. Inc. 0.45% 13,535 $1.2M Add +0.2%
JSTC Adasina Social Justice GLB 0.32% 48,034 $869K Reduce -22.8%
BRK.A Berkshire Hathaway Inc. Class A 0.30% 1 $798K No change
MKTX Marketaxess Holdings Inc. 0.28% 3,440 $744K Reduce -3.6%
ISRG Intuitive Surgical Inc. 0.28% 1,499 $742K Reduce -15.1%
DXCM Dexcom Inc. 0.24% 9,570 $654K Reduce -2.8%
ROP Roper Technologies Inc. 0.23% 1,032 $608K Reduce -17.6%
VLTO Veralto Corp. 0.20% 5,414 $528K No change
CSCO Cisco Systems Inc. 0.19% 8,503 $525K Add +2.9%
VEU Vanguard Ftse All-World Ex-U 0.19% 8,528 $517K No change
ABT Abbott Laboratories 0.18% 3,627 $481K Reduce -4.8%
V Visa Inc. Class A 0.17% 1,300 $456K No change
BRK.B Berkshire Hathaway Inc. Class B 0.16% 800 $426K No change
DSGX The Descartes Systems Grp 0.16% 4,200 $423K No change
ABBV Abbvie Inc. 0.14% 1,790 $375K Reduce -25.0%
ORA Ormat Technologies Inc. 0.13% 5,037 $356K No change
JNJ Johnson & Johnson 0.12% 1,932 $320K No change
ETN Eaton Corp. PLC 0.12% 1,143 $311K Reduce -25.2%
FLEX Flex Ltd. 0.11% 8,695 $288K Reduce -10.3%
STM Stmicroelectronics NV-NY SHS 0.10% 12,256 $269K Reduce -55.0%
PCAR Paccar Inc. 0.10% 2,631 $256K No change
PM Philip Morris International 0.09% 1,514 $240K New
GRMN Garmin Ltd. 0.09% 1,083 $235K Reduce -9.4%
PFE Pfizer Inc. 0.09% 9,220 $234K Add +1.2%
QCOM Qualcomm Inc. 0.09% 1,505 $231K Add +1.4%
CAT Caterpillar Inc. 0.08% 651 $215K No change
TSLA Tesla Inc. 0.08% 820 $213K Reduce -80.7%
SBUX Starbucks Corp. 0.08% 2,102 $206K New
AWK American Water Works Co. Inc. 0.08% 1,386 $204K Reduce -15.3%
RUN Sunrun Inc. 0.04% 18,408 $108K Reduce -51.8%
SLLDY Sanlam Ltd.-Sponsored ADR 0.03% 10,139 $92K New

Portfolio Sells Q4 2024 → Q1 2025

SSD Simpson Manufacturing Co. Inc. Sold out 0.00% −4.60
NET Cloudflare Inc. Class A Reduce -60.4% 0.69% −0.77
RDUS Radius Recycling Inc. Class A Sold out 0.00% −0.65
NVDA Nvidia Corp. Reduce -22.5% 1.48% −0.59
TSM Taiwan Semiconductor-SP ADR Reduce -13.8% 2.55% −0.53
TSLA Tesla Inc. Reduce -80.7% 0.08% −0.48
HAIN Hain Celestial Group Inc. Sold out 0.00% −0.40
HOOD Robinhood Markets Inc. Class A Reduce -39.7% 1.10% −0.33
IRM Iron Mountain Inc. Reduce -7.5% 2.05% −0.32
AAPL Apple Inc. Reduce -6.7% 3.77% −0.22
VB Vanguard Most SM-Cap ETF-Usd Sold out 0.00% −0.21
AMAL Amalgamated Financial Corp. Reduce -6.4% 2.28% −0.20
ACM Aecom Reduce -7.4% 2.22% −0.20
IWF iShares Russell 1000 Growth Sold out 0.00% −0.18
QUAL iShares MSCI USA Quality Fac Sold out 0.00% −0.17
GOOGL Alphabet Inc. Class A Reduce -7.9% 0.91% −0.15
ICSH iShares Ultra Short Duration Sold out 0.00% −0.15
ILMN Illumina Inc. Sold out 0.00% −0.13
QQQ Invesco QQQ Trust Series 1 Sold out 0.00% −0.12
STM Stmicroelectronics NV-NY SHS Reduce -55.0% 0.10% −0.12
TOST Toast Inc. Class A Reduce -18.2% 0.69% −0.12
PHI PLDT Inc.-Spon ADR Sold out 0.00% −0.12
BWA Borgwarner Inc. Sold out 0.00% −0.12
AMN Amn Healthcare Services Inc. Sold out 0.00% −0.09
IVE iShares S&P 500 Value ETF Sold out 0.00% −0.09
GOOG Alphabet Inc. Class C Sold out 0.00% −0.08
AMZN Amazon.com Inc. Sold out 0.00% −0.08
SLVM Sylvamo Corp. Reduce -6.0% 0.78% −0.08
RUN Sunrun Inc. Reduce -51.8% 0.04% −0.07
EMR Emerson Electric Co. Sold out 0.00% −0.07
MSFT Microsoft Corp. Reduce -8.7% 0.87% −0.07
VOO Vanguard S&P 500 ETF Sold out 0.00% −0.07
NVO Novo-Nordisk A/S-Spons ADR Reduce -1.3% 0.59% −0.06
ETN Eaton Corp. PLC Reduce -25.2% 0.12% −0.05
JSTC Adasina Social Justice GLB Reduce -22.8% 0.32% −0.05
HRZN Horizon Technology Finance C Sold out 0.00% −0.03
HOLX Hologic Inc. Reduce -0.2% 1.31% −0.03
AMD Advanced Micro Devices Reduce -0.3% 0.89% −0.03
ISRG Intuitive Surgical Inc. Reduce -15.1% 0.28% −0.02
CSL Carlisle Cos Inc. Reduce -5.9% 2.08% −0.02
FLEX Flex Ltd. Reduce -10.3% 0.11% −0.01
DXCM Dexcom Inc. Reduce -2.8% 0.24% −0.01
CARR Carrier Global Corp. Reduce -6.3% 0.64% −0.00
ADSK Autodesk Inc. Reduce -1.1% 0.75% +0.00
ABBV Abbvie Inc. Reduce -25.0% 0.14% +0.00
MA Mastercard Inc. Class A Reduce -15.3% 0.98% +0.01
GRMN Garmin Ltd. Reduce -9.4% 0.09% +0.01
AWK American Water Works Co. Inc. Reduce -15.3% 0.08% +0.01
ROK Rockwell Automation Inc. Reduce -1.9% 0.81% +0.01
MKTX Marketaxess Holdings Inc. Reduce -3.6% 0.28% +0.01

Portfolio Buys Q4 2024 → Q1 2025

GSK GSK PLC-Spon ADR New 1.57% +1.57
FMS Fresenius Medical Care-ADR New 1.13% +1.13
EBAY eBay Inc. Add +12.7% 1.30% +0.38
SPOT Spotify Technology SA Add +5.6% 1.06% +0.34
NGVC Natural Grocers BY Vitamin C Add +1.8% 1.15% +0.17
OGN Organon & Co. Add +0.6% 1.24% +0.16
UNFI United Natural Foods Inc. Add +4.3% 0.83% +0.13
CWT California Water Service Grp Add +0.4% 0.67% +0.12
SHOP Shopify Inc. Class A Add +10.2% 0.96% +0.11
ELF Elf Beauty Inc. Add +116.5% 0.53% +0.10
PM Philip Morris International New 0.09% +0.09
TEAM Atlassian Corp. Class A Add +8.3% 1.22% +0.09
LMND Lemonade Inc. Add +18.5% 0.62% +0.09
SMI Vaneck Hip Sustainable Muni Add +0.1% 0.74% +0.08
SBUX Starbucks Corp. New 0.08% +0.08
CSCO Cisco Systems Inc. Add +2.9% 0.19% +0.04
SLLDY Sanlam Ltd.-Sponsored ADR New 0.03% +0.03
MRK Merck & Co. Inc. Add +0.2% 0.45% +0.01
QCOM Qualcomm Inc. Add +1.4% 0.09% +0.01
PFE Pfizer Inc. Add +1.2% 0.09% +0.01
COCO The Vita Coco Co. Inc. Add +4.8% 0.75% −0.01
HNST The Honest Co. Inc. Add +12.4% 0.54% −0.08
FSLR First Solar Inc. Add +5.5% 1.77% −0.28

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