NI

NIA IMPACT ADVISORS, LLC

13F
NIA IMPACT ADVISORS, LLC
Last update 2025-05-16 99 Stocks (5 new)
Value $269.00 Mil Turnover 4 %
Countries:
Top Holdings: VTI(4.45%)AAPL(3.77%)IBM(3.64%)XYL(2.92%)VRTX(2.87%)
Summary Stock Picks Current Portfolio
NIA IMPACT ADVISORS, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTI 		Vanguard Total Stock Market ETF
43,575
11,976.1
-0.02%
4.450
0%
0.000
-0.70%
+0.38%
449,786.3
 
AAPL 		Apple Inc
45,768
10,166.4
-6.71%
3.770
-0.27%
0.000
-16.84%
-19.60%
2,999,860.7
Hardware
IBM 		International Business Machines Corp
39,373
9,790.4
-3.08%
3.640
-0.09%
0.000
+3.31%
+19.42%
240,769.5
Software
XYL 		Xylem Inc
65,838
7,865.0
-2.83%
2.920
-0.07%
0.030
-3.40%
+9.32%
30,672.0
Industrial Products
VRTX 		Vertex Pharmaceuticals Inc
15,932
7,724.1
0%
2.870
0%
0.010
-7.87%
+9.77%
113,517.2
Biotechnology
LRN 		Stride Inc
57,584
7,284.4
-4.00%
2.700
-0.08%
0.130
+10.67%
+45.67%
6,589.0
Education
STN 		Stantec Inc
87,662
7,261.9
-8.62%
2.700
-0.21%
0.080
+20.94%
+31.46%
11,662.6
Construction
FTNT 		Fortinet Inc
74,676
7,188.3
-1.99%
2.670
-0.05%
0.010
-5.77%
+7.73%
77,904.1
Software
PG 		Procter & Gamble Co
41,477
7,068.5
-0.72%
2.620
-0.02%
0.000
-1.66%
+2.59%
398,314.2
Consumer Packaged Goods
SAP 		SAP SE
25,849
6,938.8
-10.13%
2.580
-0.23%
0.000
+11.09%
+24.08%
353,313.4
Software

NIA IMPACT ADVISORS, LLC's Historical Top Holdings Breakdowns

NIA IMPACT ADVISORS, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SSD 		Simpson Manufacturing Co Inc2025-03-31Sold Out
-4.60%
●
154.39 ($164.22) 176.55
$155.70
-5.19%
Sold Out
0
-85,275
GSK 		GSK PLC2025-03-31New Buy
+1.57%
●
32.08 ($36.61) 40.39
$41.03
12.07%
New holding
109,027
109,027
FMS 		Fresenius Medical Care AG2025-03-31New Buy
+1.13%
●
22.15 ($23.81) 24.94
$28.40
19.28%
New holding
122,325
122,325
NET 		Cloudflare Inc2025-03-31Reduce
-0.89%
●
110.71 ($132.56) 176.5
$165.89
25.14%
Reduce -60.41%
16,594
-25,317
RDUS 		Radius Recycling Inc2025-03-31Sold Out
-0.65%
●
10.96 ($16.12) 29.1
$29.59
83.56%
Sold Out
0
-131,870
HOOD 		Robinhood Markets Inc2025-03-31Reduce
-0.57%
●
35.63 ($47.54) 65.28
$66.15
39.15%
Reduce -39.74%
71,346
-47,051
NVDA 		NVIDIA Corp2025-03-31Reduce
-0.47%
●
106.98 ($126.74) 149.43
$135.13
6.62%
Reduce -22.53%
36,867
-10,719
TSLA 		Tesla Inc2025-03-31Reduce
-0.45%
●
222.15 ($333.26) 428.22
$346.46
3.96%
Reduce -80.74%
820
-3,437
TSM 		Taiwan Semiconductor Manufacturing Co Ltd2025-03-31Reduce
-0.43%
●
165.25 ($194.34) 224.62
$193.32
-0.52%
Reduce -13.8%
41,348
-6,621
HAIN 		The Hain Celestial Group Inc2025-03-31Sold Out
-0.40%
●
3.58 ($4.47) 6.19
$1.86
-58.39%
Sold Out
0
-197,940

NIA IMPACT ADVISORS, LLC Total Holding History ($B)

To

NIA IMPACT ADVISORS, LLC's Asset Allocation

To

NIA IMPACT ADVISORS, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

NIA IMPACT ADVISORS, LLC's Hypothetical Growth since 2025-03-31

NIA IMPACT ADVISORS, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

NIA IMPACT ADVISORS, LLC's Holdings Heat Map

Size field:

NIA IMPACT ADVISORS, LLC's Holdings Bubble Chart

NIA IMPACT ADVISORS, LLC News

  • 1

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