Latest NIA IMPACT ADVISORS, LLC Stock Portfolio
$250Million
Equity Portfolio Value
Last Reported on: 15 May, 2024
About NIA IMPACT ADVISORS, LLC and it’s 13F Hedge Fund Stock Holdings
NIA IMPACT ADVISORS, LLC is a hedge fund based in BERKELEY, CA. On 22-Sep-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $274.5 Millions. In it's latest 13F Holdings report, NIA IMPACT ADVISORS, LLC reported an equity portfolio of $250.9 Millions as of 31 Mar, 2024.
The top stock holdings of NIA IMPACT ADVISORS, LLC are VOO, IBM, AAPL. The fund has invested 4.6% of it's portfolio in VANGUARD INDEX FDS and 3.8% of portfolio in INTERNATIONAL BUSINESS MACHS.
NIA IMPACT ADVISORS, LLC opened new stock positions in VANGUARD INDEX FDS (VOO), INTERNATIONAL BUSINESS MACHS (IBM) and APPLE INC (AAPL).
The top stock holdings of NIA IMPACT ADVISORS, LLC are VOO, IBM, AAPL. The fund has invested 4.6% of it's portfolio in VANGUARD INDEX FDS and 3.8% of portfolio in INTERNATIONAL BUSINESS MACHS.
NIA IMPACT ADVISORS, LLC opened new stock positions in VANGUARD INDEX FDS (VOO), INTERNATIONAL BUSINESS MACHS (IBM) and APPLE INC (AAPL).
New Buys
| Ticker | $ Bought |
|---|---|
| VANGUARD INDEX FDS | 11,544,500 |
| INTERNATIONAL BUSINESS MACHS | 9,469,110 |
| APPLE INC | 8,499,770 |
| STANTEC INC | 8,364,120 |
| VERTEX PHARMACEUTICALS INC | 8,258,470 |
| FIRST SOLAR INC | 7,511,050 |
| XYLEM INC | 7,441,670 |
| TAIWAN SEMICONDUCTOR MFG LTD | 7,367,590 |
New stocks bought by NIA IMPACT ADVISORS, LLC
Additions
Reductions
Sold off
Current Stock Holdings of NIA IMPACT ADVISORS, LLC
Last Reported on: 15 May, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 3.39 | 49,567 | 8,499,770 | NEW | ||
| ABBV | ABBVIE INC | 0.11 | 1,500 | 273,099 | NEW | ||
| ABT | ABBOTT LABS | 0.16 | 3,497 | 397,514 | NEW | ||
| ACM | AECOM | 2.82 | 72,173 | 7,078,730 | NEW | ||
| ACSI | TIDAL ETF TR | 0.47 | 65,969 | 1,169,630 | NEW | ||
| ADI | ANALOG DEVICES INC | 0.98 | 12,444 | 2,461,280 | NEW | ||
| ADP | AUTOMATIC DATA PROCESSING IN | 0.69 | 6,955 | 1,736,940 | NEW | ||
| ADSK | AUTODESK INC | 0.86 | 8,319 | 2,166,360 | NEW | ||
| AMAL | AMALGAMATED FINANCIAL CORP | 2.25 | 234,841 | 5,636,200 | NEW | ||
| AMD | ADVANCED MICRO DEVICES INC | 1.53 | 21,295 | 3,843,480 | NEW | ||
| AMN | AMN HEALTHCARE SVCS INC | 1.06 | 42,713 | 2,669,990 | NEW | ||
| APTV | APTIV PLC | 0.20 | 6,265 | 499,007 | NEW | ||
| ATR | APTARGROUP INC | 0.52 | 9,140 | 1,315,160 | NEW | ||
| AWK | AMERICAN WTR WKS CO INC NEW | 0.09 | 1,736 | 212,157 | NEW | ||
| BEPC | BROOKFIELD RENEWABLE CORP | 1.15 | 117,397 | 2,884,440 | NEW | ||
| BUZZ | VANECK ETF TRUST | 1.18 | 64,287 | 2,965,890 | NEW | ||
| BWA | BORGWARNER INC | 0.75 | 54,351 | 1,888,170 | NEW | ||
| CARR | CARRIER GLOBAL CORPORATION | 0.64 | 27,701 | 1,610,260 | NEW | ||
| CCK | CROWN HLDGS INC | 0.09 | 2,825 | 223,910 | NEW | ||
| CNI | CANADIAN NATL RY CO | 1.09 | 20,846 | 2,745,670 | NEW | ||
| COCO | VITA COCO CO INC | 0.64 | 65,708 | 1,605,260 | NEW | ||
| CSCO | CISCO SYS INC | 0.15 | 7,716 | 385,101 | NEW | ||
| CSL | CARLISLE COS INC | 2.64 | 16,915 | 6,628,130 | NEW | ||
| CWC | CAPITOL SER TR | 0.69 | 43,563 | 1,739,800 | NEW | ||
| CWT | CALIFORNIA WTR SVC GROUP | 0.72 | 38,959 | 1,810,800 | NEW | ||
| DHR | DANAHER CORPORATION | 0.92 | 9,249 | 2,309,690 | NEW | ||
| DSGX | DESCARTES SYS GROUP INC | 0.15 | 4,100 | 375,273 | NEW | ||
| DUOL | DUOLINGO INC | 0.97 | 10,996 | 2,425,460 | NEW | ||
| DXCM | DEXCOM INC | 0.62 | 11,130 | 1,543,730 | NEW | ||
| ENPH | ENPHASE ENERGY INC | 0.16 | 3,247 | 392,815 | NEW | ||
| ETN | EATON CORP PLC | 0.15 | 1,196 | 373,936 | NEW | ||
| FLEX | FLEX LTD | 0.11 | 9,695 | 277,374 | NEW | ||
| FSLR | FIRST SOLAR INC | 2.99 | 44,497 | 7,511,050 | NEW | ||
| FTNT | FORTINET INC | 2.23 | 81,864 | 5,592,150 | NEW | ||
| GILD | GILEAD SCIENCES INC | 2.16 | 74,007 | 5,421,030 | NEW | ||
| GOOG | ALPHABET INC | 0.95 | 15,830 | 2,389,220 | NEW | ||
| HAIN | HAIN CELESTIAL GROUP INC | 0.22 | 70,760 | 556,175 | NEW | ||
| HASI | HANNON ARMSTRONG SUST INFR C | 1.40 | 123,339 | 3,502,820 | NEW | ||
| HOLX | HOLOGIC INC | 1.74 | 55,883 | 4,356,670 | NEW | ||
| HRZN | HORIZON TECHNOLOGY FIN CORP | 0.06 | 13,447 | 152,890 | NEW | ||
| IBM | INTERNATIONAL BUSINESS MACHS | 3.78 | 49,587 | 9,469,110 | NEW | ||
| ILMN | ILLUMINA INC | 0.23 | 4,193 | 575,783 | NEW | ||
| IRM | IRON MTN INC DEL | 2.44 | 76,483 | 6,134,670 | NEW | ||
| ISRG | INTUITIVE SURGICAL INC | 0.28 | 1,770 | 706,389 | NEW | ||
| JNJ | JOHNSON & JOHNSON | 0.12 | 1,882 | 297,714 | NEW | ||
| LRN | STRIDE INC | 1.96 | 77,840 | 4,907,820 | NEW | ||
| MA | MASTERCARD INCORPORATED | 1.09 | 5,690 | 2,740,130 | NEW | ||
| MKTX | MARKETAXESS HLDGS INC | 0.34 | 3,904 | 855,952 | NEW | ||
| MRK | MERCK & CO INC | 0.71 | 13,415 | 1,770,060 | NEW | ||
| MSFT | MICROSOFT CORP | 1.11 | 6,596 | 2,774,950 | NEW | ||
| MWA | MUELLER WTR PRODS INC | 0.75 | 117,612 | 1,892,380 | NEW | ||
| NET | CLOUDFLARE INC | 1.45 | 37,661 | 3,646,690 | NEW | ||
| NKE | NIKE INC | 0.57 | 15,127 | 1,421,640 | NEW | ||
| NVDA | NVIDIA CORPORATION | 1.91 | 5,291 | 4,780,740 | NEW | ||
| NVO | NOVO-NORDISK A S | 1.14 | 22,184 | 2,848,430 | NEW | ||
| NYT | NEW YORK TIMES CO | 0.40 | 23,312 | 1,007,540 | NEW | ||
| OGN | ORGANON & CO | 1.25 | 166,685 | 3,133,680 | NEW | ||
| ORA | ORMAT TECHNOLOGIES INC | 0.15 | 5,737 | 379,732 | NEW | ||
| PANW | PALO ALTO NETWORKS INC | 2.70 | 23,872 | 6,782,660 | NEW | ||
| PCAR | PACCAR INC | 0.17 | 3,381 | 418,872 | NEW | ||
| PFE | PFIZER INC | 0.08 | 7,582 | 210,391 | NEW | ||
| PG | PROCTER AND GAMBLE CO | 2.73 | 42,279 | 6,859,770 | NEW | ||
| PHI | PLDT INC | 0.85 | 86,742 | 2,139,050 | NEW | ||
| QCOM | QUALCOMM INC | 0.08 | 1,240 | 209,895 | NEW | ||
| ROK | ROCKWELL AUTOMATION INC | 0.97 | 8,348 | 2,432,020 | NEW | ||
| ROP | ROPER TECHNOLOGIES INC | 0.30 | 1,347 | 755,492 | NEW | ||
| RUN | SUNRUN INC | 0.51 | 96,388 | 1,270,400 | NEW | ||
| SAP | SAP SE | 2.58 | 33,149 | 6,465,030 | NEW | ||
| SCHN | RADIUS RECYCLING INC | 1.01 | 119,851 | 2,532,460 | NEW | ||
| SCS | STEELCASE INC | 0.96 | 185,122 | 2,421,390 | NEW | ||
| SLVM | SYLVAMO CORP | 0.85 | 34,652 | 2,139,420 | NEW | ||
| SPWR | SUNPOWER CORP | 0.04 | 29,257 | 87,771 | NEW | ||
| STM | STMICROELECTRONICS N V | 1.71 | 99,349 | 4,295,830 | NEW | ||
| STN | STANTEC INC | 3.33 | 100,724 | 8,364,120 | NEW | ||
| SYK | STRYKER CORPORATION | 1.27 | 8,893 | 3,182,540 | NEW | ||
| TMO | THERMO FISHER SCIENTIFIC INC | 2.09 | 9,019 | 5,241,910 | NEW | ||
| TMUS | T-MOBILE US INC | 0.74 | 11,333 | 1,849,770 | NEW | ||
| TSLA | TESLA INC | 0.38 | 5,489 | 964,903 | NEW | ||
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 2.94 | 54,154 | 7,367,590 | NEW | ||
| UL | UNILEVER PLC | 0.48 | 23,925 | 1,200,790 | NEW | ||
| V | VISA INC | 0.18 | 1,639 | 457,412 | NEW | ||
| VEEV | VEEVA SYS INC | 0.55 | 5,969 | 1,382,960 | NEW | ||
| VEU | VANGUARD INTL EQUITY INDEX F | 0.20 | 8,528 | 500,167 | NEW | ||
| VOO | VANGUARD INDEX FDS | 4.60 | 44,419 | 11,544,500 | NEW | ||
| VRTX | VERTEX PHARMACEUTICALS INC | 3.29 | 19,757 | 8,258,470 | NEW | ||
| XYL | XYLEM INC | 2.97 | 57,580 | 7,441,670 | NEW | ||
| Z | ZILLOW GROUP INC | 0.62 | 32,722 | 1,566,060 | NEW | ||
| NEXTRACKER INC | 0.86 | 38,477 | 2,165,110 | NEW | |||
| BERKSHIRE HATHAWAY INC DEL | 0.25 | 1.00 | 634,440 | NEW | |||
| VERALTO CORP | 0.16 | 4,613 | 408,989 | NEW | |||
| BERKSHIRE HATHAWAY INC DEL | 0.13 | 800 | 336,416 | NEW |