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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$53.1B
$1.92 Million 0.67% of portfolio
7,795
Q4 2024 Reduced 3.82%
$576M
$1.91 Million 0.67% of portfolio
276,222
Q4 2024 New
$1.14B
$1.81 Million 0.63% of portfolio
153,249
Q4 2024 Reduced 4.87%
$1.12T
$1.72 Million 0.6% of portfolio
4,257
Q4 2024 Reduced 2.74%
$2.46B
$1.68 Million 0.58% of portfolio
37,127
Q4 2024 Reduced 1.13%
$2.49B
$1.65 Million 0.57% of portfolio
44,930
Q4 2024 New
$9.46B
$1.52 Million 0.53% of portfolio
9,690
Q4 2024 Added 1.04%
$139B
$1.37 Million 0.48% of portfolio
24,169
Q4 2024 Added 0.48%
$210B
$1.34 Million 0.47% of portfolio
13,508
Q4 2024 Reduced 0.1%
$3.83B
$1.32 Million 0.46% of portfolio
10,547
Q4 2024 Added 3.81%
$8.23B
$1.34 Million 0.46% of portfolio
25,687
Q4 2024 Added 1.58%
$32.9B
$1.27 Million 0.44% of portfolio
6,019
Q3 2024 Reduced 1.63%
$362M
$1.22 Million 0.42% of portfolio
197,940
Q4 2024 Added 122.78%
$210B
$921,000 0.32% of portfolio
1,766
Q3 2024 Reduced 0.23%
$7.28B
$806,000 0.28% of portfolio
3,570
Q4 2024 Added 0.71%
$34.4B
$766,000 0.27% of portfolio
9,850
Q4 2024 Added 1.44%
$22.3B
$680,000 0.24% of portfolio
27,260
Q4 2024 Reduced 72.48%
$60.8B
$650,000 0.23% of portfolio
1,252
Q2 2024 Reduced 7.05%
$123B
$507,000 0.18% of portfolio
1,528
Q4 2024 Added 0.07%
$266B
$489,000 0.17% of portfolio
8,263
Q4 2024 Added 3.49%
$9.88B
$477,000 0.17% of portfolio
4,200
Q2 2024 Added 2.44%
$341B
$424,000 0.15% of portfolio
2,387
Q4 2024 Added 8.01%
$229B
$431,000 0.15% of portfolio
3,812
Q4 2024 Added 2.83%
$15.8B
$404,000 0.14% of portfolio
3,028
Q4 2024 Reduced 8.88%
$578B
$410,000 0.14% of portfolio
1,300
Q3 2024 Reduced 7.14%
$624B
$362,000 0.13% of portfolio
800
Q1 2024 New
$5.05B
$369,000 0.13% of portfolio
16,662
Q4 2024 Reduced 80.28%
$19.2B
$372,000 0.13% of portfolio
9,695
Q1 2024 New
$3.53B
$341,000 0.12% of portfolio
5,037
Q3 2024 Reduced 12.2%
$1.87B
$352,000 0.12% of portfolio
38,152
Q4 2024 Reduced 58.43%
$7.08B
$354,000 0.12% of portfolio
11,137
Q4 2024 Reduced 80.25%
$1.01B
$277,000 0.1% of portfolio
11,597
Q4 2024 Reduced 75.49%
$408B
$279,000 0.1% of portfolio
1,932
Q4 2024 Added 5.46%
$1.14T
$254,000 0.09% of portfolio
1,334
Q4 2024 Reduced 2.84%
$2.33T
$252,000 0.09% of portfolio
1,149
Q4 2024 Reduced 9.46%
$36.8B
$273,000 0.09% of portfolio
2,631
Q3 2024 Reduced 22.18%
$40.8B
$246,000 0.09% of portfolio
1,196
Q4 2024 Added 3.82%
$143B
$241,000 0.08% of portfolio
9,111
Q4 2024 Added 7.58%
$187B
$236,000 0.08% of portfolio
651
Q3 2024 New
$193B
$228,000 0.08% of portfolio
1,485
Q4 2024 Added 3.2%
$72.9B
$213,000 0.07% of portfolio
1,720
Q4 2024 New
$22.8B
$203,000 0.07% of portfolio
1,636
Q2 2024 Reduced 5.76%
$0
$103,000 0.04% of portfolio
11,460
Q4 2024 Reduced 11.17%

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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