NIA IMPACT ADVISORS, LLC

CIK: 0001815217SEC EDGAR →

Portfolio Value

$297.9M

Holdings

101

As of

Q4 2025

New Positions

4

Closed Positions

4

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

VANGUARD INDEX FDS

43,575$14.6M
4.90%
2

FIRST SOLAR INC

50,267$13.1M
4.41%
3

APPLE INC

42,612$11.6M
3.89%
4

TAIWAN SEMICONDUCTOR MFG LTD

32,220$9.8M
3.29%
5

INTERNATIONAL BUSINESS MACHS

30,380$9.0M
3.02%
6

VERTEX PHARMACEUTICALS INC

17,638$8.0M
2.68%
7

STANTEC INC

72,017$6.8M
2.28%
8

XYLEM INC

49,656$6.8M
2.27%
9

BROADCOM INC

19,328$6.7M
2.25%
10

GILEAD SCIENCES INC

54,354$6.7M
2.24%

Quarterly Changes

Top Buys

AVGONEW
$6.7M
NTRANEW
$3.4M
RUN↑ Increased
$2.4M
FSLR↑ Increased
$2.0M
VRTX↑ Increased
$1.8M

Top Sells

FTNTCLOSED
$6.2M
LRN↓ Decreased
$4.1M
DUOLCLOSED
$3.3M
HOOD↓ Decreased
$2.7M
ACM↓ Decreased
$2.0M

New Positions (5)

$6.7M · 19K shares
$3.4M · 15K shares
$1.4M · 22K shares
$233K · 217 shares
$228K · 2K shares

Closed Positions (5)

$6.2M · 74K shares
$3.3M · 10K shares
$1.5M · 24K shares
$1.4M · 31K shares
$1.1M · 307K shares

Sector Breakdown

Sector# HoldingsValue%
Technology23$97.0M32.6%
Healthcare21$49.2M16.5%
Financial Services12$40.5M13.6%
Industrials15$36.7M12.3%
Consumer Defensive6$20.3M6.8%
Energy3$17.9M6.0%
Communication Services7$13.3M4.5%
Unknown10$12.5M4.2%
Utilities2$6.0M2.0%
Real Estate1$4.3M1.4%
Consumer Cyclical1$229K0.1%