Nia Impact Advisors, LLC Portfolio Holdings

Nia Impact Advisors, LLC

  • $288 Million
  • Q4 2024

Nia Impact Advisors, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $288 Million distributed in 112 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Simpson Manufacturing Co., Inc. with a value of $14.1M, Vanguard Total Stock Market Et with a value of $12.6M, Apple Inc. with a value of $12.3M, Taiwan Semiconductor Manufacturing CO LTD with a value of $9.47M, and International Business Machines Corp with a value of $8.93M.

Examining the 13F form we can see an decrease of $2.41M in the current position value, from $290M to 288M.

Below you can find more details about Nia Impact Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $288 Million
Technology: $95.9 Million
Industrials: $44.7 Million
Healthcare: $39.7 Million
Consumer Defensive: $24.6 Million
Basic Materials: $20 Million
ETFs: $19.3 Million
Communication Services: $16.3 Million
Real Estate: $10.9 Million
Other: $16.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.66B
$14.1 Million 4.92% of portfolio
85,275
Q4 2024 Reduced 2.46%
$0
$12.6 Million 4.39% of portfolio
43,585
Q4 2024 Reduced 1.9%
$3.37T
$12.3 Million 4.27% of portfolio
49,060
Q4 2024 Reduced 0.6%
$890B
$9.47 Million 3.29% of portfolio
47,969
Q4 2024 Reduced 9.02%
$220B
$8.93 Million 3.1% of portfolio
40,626
Q4 2024 Reduced 2.17%
$21.8B
$7.86 Million 2.73% of portfolio
67,754
Q4 2024 Added 12.43%
$8.92B
$7.53 Million 2.62% of portfolio
95,930
Q4 2024 Reduced 0.77%
$13B
$7.45 Million 2.59% of portfolio
69,761
Q4 2024 Added 2.2%
$52.8B
$7.32 Million 2.54% of portfolio
40,226
Q4 2024 Added 84.36%
$24.7B
$7.28 Million 2.53% of portfolio
69,233
Q4 2024 Reduced 0.71%
$73.7B
$7.2 Million 2.5% of portfolio
76,189
Q4 2024 Reduced 0.25%
$298B
$7.08 Million 2.46% of portfolio
28,762
Q4 2024 Reduced 9.79%
$400B
$7 Million 2.43% of portfolio
41,777
Q3 2024 Reduced 0.48%
$16.9B
$6.45 Million 2.24% of portfolio
17,494
Q4 2024 Added 7.85%
$129B
$6.42 Million 2.23% of portfolio
15,932
Q4 2024 Reduced 8.05%
$288B
$6.39 Million 2.22% of portfolio
47,586
Q4 2024 Reduced 2.47%
$5.09B
$6.23 Million 2.17% of portfolio
59,982
Q4 2024 Reduced 19.37%
$199B
$5.3 Million 1.84% of portfolio
10,184
Q4 2024 Added 12.11%
$142B
$5.02 Million 1.75% of portfolio
54,400
Q4 2024 Reduced 21.68%
$32.2B
$4.51 Million 1.57% of portfolio
41,911
Q4 2024 Added 7.48%
$30.1B
$4.41 Million 1.53% of portfolio
118,397
Q4 2024 New
$15.2B
$4.11 Million 1.43% of portfolio
57,077
Q4 2024 Added 7.21%
$26.9B
$3.95 Million 1.37% of portfolio
982,717
Q4 2024 Added 11.46%
$2.5B
$3.62 Million 1.26% of portfolio
134,870
Q4 2024 Added 12.91%
$8.34B
$3.6 Million 1.25% of portfolio
11,090
Q4 2024 Added 3.27%
$138B
$3.43 Million 1.19% of portfolio
9,523
Q4 2024 Added 0.45%
$3.8B
$3.33 Million 1.16% of portfolio
223,157
Q4 2024 Added 20.95%
$974B
$3.25 Million 1.13% of portfolio
17,161
Q4 2024 Added 0.34%
$644M
$3.17 Million 1.1% of portfolio
131,870
Q4 2024 Added 14.74%
$849M
$3.01 Million 1.05% of portfolio
75,829
Q4 2024 Added 177.86%
$496B
$2.99 Million 1.04% of portfolio
5,675
Q4 2024 Added 1.61%
$4.12B
$2.97 Million 1.03% of portfolio
132,174
Q4 2024 Added 9.04%
$2.82T
$2.87 Million 1.0% of portfolio
6,804
Q4 2024 Reduced 2.83%
$105B
$2.85 Million 0.99% of portfolio
13,433
Q4 2024 Added 1.27%
$35.3B
$2.84 Million 0.99% of portfolio
45,863
Q4 2024 New
$158B
$2.84 Million 0.99% of portfolio
23,492
Q4 2024 Added 13.13%
$2.81B
$2.64 Million 0.92% of portfolio
33,468
Q4 2024 Reduced 1.34%
$108B
$2.61 Million 0.91% of portfolio
24,536
Q4 2024 New
$10.6B
$2.48 Million 0.86% of portfolio
68,056
Q4 2024 Added 4.18%
$322B
$2.47 Million 0.86% of portfolio
11,178
Q4 2024 Added 0.9%
$29.5B
$2.45 Million 0.85% of portfolio
8,590
Q4 2024 Added 0.7%
$3.92B
$2.46 Million 0.85% of portfolio
34,715
Q4 2024 Added 8.99%
$1.94B
$2.31 Million 0.8% of portfolio
62,672
Q4 2024 Reduced 0.58%
$149B
$2.24 Million 0.78% of portfolio
9,759
Q4 2024 Reduced 0.15%
$65B
$2.19 Million 0.76% of portfolio
21,606
Q4 2024 Reduced 0.99%
$104B
$2.2 Million 0.76% of portfolio
4,910
Q4 2024 New
$1.55B
$2.13 Million 0.74% of portfolio
77,850
Q4 2024 New
$121B
$2.11 Million 0.73% of portfolio
7,222
Q4 2024 Added 0.94%
$0
$2.01 Million 0.7% of portfolio
43,664
Q4 2024 Reduced 32.21%

Summary

  • Portfolio
  • No. of Stocks 112
  • Current Value $288 Million
  • Prior Value $290 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 12 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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