Latest NIA IMPACT ADVISORS, LLC Stock Portfolio

NIA IMPACT ADVISORS, LLC Performance:
2025 Q1: -2.31%YTD: -2.31%2024: 8.18%

Performance for 2025 Q1 is -2.31%, and YTD is -2.31%, and 2024 is 8.18%.

About NIA IMPACT ADVISORS, LLC and 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 $269.3 Millions as of 31 Mar, 2025.

The top stock holdings of NIA IMPACT ADVISORS, LLC are VB, AAPL, IBM. The fund has invested 4.4% of it's portfolio in VANGUARD INDEX FDS and 3.8% of portfolio in APPLE INC.

The fund managers got completely rid off SIMPSON MFG INC (SSD), RADIUS RECYCLING INC (SCHN) and HAIN CELESTIAL GROUP INC (HAIN) stocks. They significantly reduced their stock positions in TESLA INC (TSLA), CLOUDFLARE INC (NET) and STMICROELECTRONICS N V. NIA IMPACT ADVISORS, LLC opened new stock positions in GSK PLC, PHILIP MORRIS INTL INC (PM) and STARBUCKS CORP (SBUX). The fund showed a lot of confidence in some stocks as they added substantially to E L F BEAUTY INC (ELF), LEMONADE INC (LMND) and EBAY INC. (EBAY).

NIA IMPACT ADVISORS, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that NIA IMPACT ADVISORS, LLC made a return of -2.31% in the last quarter. In trailing 12 months, it's portfolio return was 2.4%.
2021202220242025−20−100102030Performance (%)PerformanceS&P 500

New Buys

Ticker$ Bought
gsk plc4,223,700
fresenius medical care ag3,045,890
philip morris intl inc240,317
starbucks corp206,185
sanlam ltd92,097

New stocks bought by NIA IMPACT ADVISORS, LLC

Additions

Ticker% Inc.
e l f beauty inc116
lemonade inc18.52
ebay inc.12.66
honest co inc12.42
shopify inc10.23
atlassian corporation8.32
spotify technology s a5.56
first solar inc5.53

Additions to existing portfolio by NIA IMPACT ADVISORS, LLC

Reductions

Ticker% Reduced
tesla inc-80.74
cloudflare inc-60.41
stmicroelectronics n v-55.04
sunrun inc-51.75
robinhood mkts inc-39.74
eaton corp plc-25.2
abbvie inc-25.01
tidal etf tr-22.8

NIA IMPACT ADVISORS, LLC reduced stake in above stock

Sold off

Ticker$ Sold
hain celestial group inc-1,217,330
radius recycling inc-2,007,060
simpson mfg inc-14,141,200
pldt inc-369,071
amn healthcare svcs inc-277,410
horizon technology fin corp-103,022
borgwarner inc-354,045
ishares tr-450,592

NIA IMPACT ADVISORS, LLC got rid off the above stocks

Sector Distribution

NIA IMPACT ADVISORS, LLC has about 25.6% of it's holdings in Others sector.

26%26%14%12%
Sector%
Others25.6
Technology25
Healthcare13.8
Industrials11.6
Consumer Defensive9.2
Financial Services4.3
Real Estate4.2
Communication Services2.4
Consumer Cyclical1.5

Market Cap. Distribution

NIA IMPACT ADVISORS, LLC has about 54.6% of it's portfolio invested in the large-cap and mega-cap stocks.

39%27%15%11%
Category%
LARGE-CAP39.2
UNALLOCATED26.8
MEGA-CAP15.4
MID-CAP11.2
SMALL-CAP7.4

Stocks belong to which Index?

About 61.5% of the stocks held by NIA IMPACT ADVISORS, LLC either belong to S&P 500 or RUSSELL 2000 index.

47%39%15%
Index%
S&P 50046.6
Others38.5
RUSSELL 200014.9
Top 5 Winners (%)%
LRN
stride inc
21.7 %
GILD
gilead sciences inc
20.9 %
TMUS
t-mobile us inc
20.6 %
VRTX
vertex pharmaceuticals inc
20.4 %
HOOD
robinhood mkts inc
18.7 %
Top 5 Winners ($)$
LRN
stride inc
1.4 M
VRTX
vertex pharmaceuticals inc
1.3 M
IBM
international business machs
1.2 M
GILD
gilead sciences inc
1.0 M
HOOD
robinhood mkts inc
0.8 M
Top 5 Losers (%)%
ELF
e l f beauty inc
-34.8 %
HNST
honest co inc
-30.9 %
FSLR
first solar inc
-27.8 %
RUN
sunrun inc
-22.4 %
TSLA
tesla inc
-20.1 %
Top 5 Losers ($)$
FSLR
first solar inc
-1.8 M
AAPL
apple inc
-1.4 M
IRM
iron mtn inc del
-1.3 M
NVDA
nvidia corporation
-1.1 M
AMAL
amalgamated financial corp
-1.0 M

NIA IMPACT ADVISORS, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

VBAAPLIBMXYLVRTXLRNFTNTPGTSMPANWAMALACMCSLGILDIRMTMOFSLRNVDAHASIHOLXEBAYMWAOGNSYKTEAMDUOLNGVCHOODTMUSADIMAGOOGAMDMSFTZUN..RO..SL..ADPAD..

Current Stock Holdings of NIA IMPACT ADVISORS, LLC

NIA IMPACT ADVISORS, LLC has 99 stocks in it's portfolio. About 30.9% of the portfolio is in top 10 stocks. FSLR proved to be the most loss making stock for the portfolio. LRN was the most profitable stock for NIA IMPACT ADVISORS, LLC last quarter.

Last Reported on: 15 May, 2025
TickerNamesorted descending% PortfolioShares Held$ ValueType% ChangeOptions

Historical Trend of VANGUARD INDEX FDS Position Held By NIA IMPACT ADVISORS, LLC

What % of Portfolio is VB?:

No data available

Number of VB shares held:

No data available

Change in No. of Shares Held:

No data available