NIA IMPACT ADVISORS, LLC
CIK 1815217 · Holdings on Mar 31, 2024 · First reported May 15, 2024
Top ten holdings
Q1 2024- VTI4.60%
- IBM3.77%
- AAPL3.39%
- STN3.33%
- VRTX3.29%
- FSLR2.99%
- XYL2.97%
- TSM2.94%
- ACM2.82%
- PG2.73%
Share classes counted separately32.83%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $11.54M | 4.60% | 44.42K shares | — | ↗▾ | |
| 02 | IBMINTL BUSINESS MACHINES CORP View history and evidence | $9.47M | 3.77% | 49.59K shares | — | ↗▾ | |
| 03 | AAPLAPPLE INC View history and evidence | $8.50M | 3.39% | 49.57K shares | — | ↗▾ | |
| 04 | STNSTANTEC INC View history and evidence | $8.36M | 3.33% | 100.72K shares | — | ↗▾ | |
| 05 | VRTXVERTEX PHARMACEUTICALS INC View history and evidence | $8.26M | 3.29% | 19.76K shares | — | ↗▾ | |
| 06 | FSLRFIRST SOLAR INC View history and evidence | $7.51M | 2.99% | 44.50K shares | — | ↗▾ | |
| 07 | XYLXYLEM INC View history and evidence | $7.44M | 2.97% | 57.58K shares | — | ↗▾ | |
| 08 | TSMTAIWAN SEMICONDUCTOR-SP ADRSPONSORED ADS View history and evidence | $7.37M | 2.94% | 54.15K shares | — | ↗▾ | |
| 09 | ACMAECOM View history and evidence | $7.08M | 2.82% | 72.17K shares | — | ↗▾ | |
| 10 | PGPROCTER & GAMBLE CO/THE View history and evidence | $6.86M | 2.73% | 42.28K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 10
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SPLK SPLUNK INC | Non-derivative | — | — | SEC filing ↗ | |
| MRNA MODERNA INC | Non-derivative | — | — | SEC filing ↗ | |
| SEDG SOLAREDGE TECHNOLOGIES INC | Non-derivative | — | — | SEC filing ↗ |
3 / 10 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1815217 · Period 2024-03-31
Data loaded 2026-09-23 · First reported 2024-05-15
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 250858675
}Research all 91 reported holdings.
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