Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: NIA IMPACT ADVISORS LLC
  City: PIEDMONT
  State: CA
  Zip: 94611
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $250,857,000
  Total Value Change : $75,078,000
  Securities Held Change : 38
   
All Securities Held : 91
  New Positions : 48
  Closed Positions : 10
  Increased Positions : 11
  Unchanged Positions : 2
  Decreased Positions : 30

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 48     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (PG)1 Year Chart         PG Procter & Gamble Co 10 New $167.64 $6,860,000 42,279 2.73% 6,860,000 42,279 0.002    Cleaning Products
   (SAP)1 Year Chart         SAP SAP AG (ADR) 13 New $192.80 $6,465,000 33,149 2.58% 6,465,000 33,149 0.028    Application Software
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 20 New $924.79 $4,781,000 5,291 1.91% 4,781,000 5,291 0    Semiconductor - Speci...
   (AMD)1 Year Chart         AMD Advanced Micro Devices Inc 23 New $164.47 $3,843,000 21,295 1.53% 3,843,000 21,295 0.002    Semiconductor- Broad...
   (NET)1 Year Chart         NET Cloudflare, Inc. 24 New $0.00 $3,647,000 37,661 1.45% 3,647,000 37,661 0.013    N/A
   (SYK)1 Year Chart         SYK Stryker Corp 26 New $334.68 $3,183,000 8,893 1.27% 3,183,000 8,893 0.002    Medical Instruments &...
   (NVO)1 Year Chart         NVO Novo Nordisk A/S (ADR) 30 New $131.89 $2,848,000 22,184 1.14% 2,848,000 22,184 0.001    Drug Manufacturers - ...
   (CNI)1 Year Chart         CNI Canadian National Railway (... 32 New $127.34 $2,746,000 20,846 1.09% 2,746,000 20,846 0.003    Railroads
   (MA)1 Year Chart         MA MasterCard Inc A 33 New $460.27 $2,740,000 5,690 1.09% 2,740,000 5,690 0.001    Business Services
   (ADI)1 Year Chart         ADI Analog Devices Inc 36 New $214.08 $2,461,000 12,444 0.98% 2,461,000 12,444 0.002    Semiconductor- Broad...
   (ROK)1 Year Chart         ROK Rockwell Automation Inc 37 New $269.76 $2,432,000 8,348 0.97% 2,432,000 8,348 0.007    Conglomerates
   (DUOL)1 Year Chart         DUOL Duolingo, Inc. 38 New $179.14 $2,425,000 10,996 0.97% 2,425,000 10,996 0.031    N/A
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 40 New $176.06 $2,389,000 15,830 0.95% 2,389,000 15,830 0    Search Engines & Info...
   (DHR)1 Year Chart         DHR Danaher Corp 41 New $265.80 $2,310,000 9,249 0.92% 2,310,000 9,249 0.001    General Building Mate...
   (NXT)1 Year Chart         NXT Nextracker Inc. 43 New $44.20 $2,165,000 38,477 0.86% 2,165,000 38,477 0.028    N/A
   (BWA)1 Year Chart         BWA Borgwarner Inc 47 New $32.44 $1,888,000 54,351 0.75% 1,888,000 54,351 0.022    Auto Parts
   (TMUS)1 Year Chart         TMUS T-Mobile Us Inc 48 New $164.00 $1,850,000 11,333 0.74% 1,850,000 11,333 0.001    Wireless Communications
   (MRK)1 Year Chart         MRK Merck & Co Inc 50 New $131.20 $1,770,000 13,415 0.71% 1,770,000 13,415 0.001    Drug Manufacturers - ...
   (ADP)1 Year Chart         ADP Automatic Data Processing Inc 52 New $252.33 $1,737,000 6,955 0.69% 1,737,000 6,955 0.002    Business Software & S...
   (CARR)1 Year Chart         CARR Carrier Global Corp 53 New $65.23 $1,610,000 27,701 0.64% 1,610,000 27,701 0.003    N/A
   (ZG)1 Year Chart         ZG Zillow Group Inc 55 New $43.35 $1,566,000 32,722 0.62% 1,566,000 32,722 0.055    N/A
   (DXCM)1 Year Chart         DXCM DexCom Inc 56 New $131.36 $1,544,000 11,130 0.62% 1,544,000 11,130 0.003    Medical Instruments &...
   (NKE)1 Year Chart         NKE Nike Inc B 57 New $92.18 $1,422,000 15,127 0.57% 1,422,000 15,127 0.001    Textile - Apparel Foo...
   (VEEV)1 Year Chart         VEEV Veeva Systems Inc 58 New $210.27 $1,383,000 5,969 0.55% 1,383,000 5,969 0.004    Healthcare Informatio...
   (ATR)1 Year Chart         ATR AptarGroup Inc 59 New $147.67 $1,315,000 9,140 0.52% 1,315,000 9,140 0.014    Rubber & Plastics
   (UL)1 Year Chart         UL Unilever Plc (ADR) 61 New $54.75 $1,201,000 23,925 0.48% 1,201,000 23,925 0.002    Food - Major Diversified
   (NYT)1 Year Chart         NYT New York Times Co 63 New $48.81 $1,008,000 23,312 0.4% 1,008,000 23,312 0.014    Publishing
   (MKTX)1 Year Chart         MKTX MarketAxess Holdings Inc 65 New $214.71 $856,000 3,904 0.34% 856,000 3,904 0.01    Investment Brokerage ...
   (ROP)1 Year Chart         ROP Roper Industries Inc 66 New $541.89 $755,000 1,347 0.3% 755,000 1,347 0.001    Diversified Machinery
   (ISRG)1 Year Chart         ISRG Intuitive Surgical Inc 67 New $372.63 $706,000 1,770 0.28% 706,000 1,770 0.001    Medical Appliances & ...
   (BRK.A)1 Year Chart         BRK.A Berkshire Hathaway Inc 68 New $629,375.00 $634,000 1 0.25% 634,000 1 0    Property & Casualty I...
   (ILMN)1 Year Chart         ILMN Illumina Inc 69 New $111.07 $576,000 4,193 0.23% 576,000 4,193 0.003    Scientific & Technica...
   (APTV)1 Year Chart         APTV Aptiv PLC 72 New $74.95 $499,000 6,265 0.2% 499,000 6,265 0.002    Auto Parts
   (V)1 Year Chart         V Visa Inc 73 New $280.10 $457,000 1,639 0.18% 457,000 1,639 0    Business Services
   (PCAR)1 Year Chart         PCAR Paccar Inc 74 New $106.11 $419,000 3,381 0.17% 419,000 3,381 0.001    Trucks & Other Vehicles
   (VLTO)1 Year Chart         VLTO Veralto Corp 75 New $98.60 $409,000 4,613 0.16% 409,000 4,613 0.002    N/A
   (ABT)1 Year Chart         ABT Abbott Laboratories 76 New $104.09 $398,000 3,497 0.16% 398,000 3,497 0    Drug Manufacturers - ...
   (ENPH)1 Year Chart         ENPH Enphase Energy, Inc. 77 New $114.32 $393,000 3,247 0.16% 393,000 3,247 0.003    Semiconductor Equipme...
   (ORA)1 Year Chart         ORA Ormat Technologies Inc 79 New $72.49 $380,000 5,737 0.15% 380,000 5,737 0.01    Electric Utilities
   (DSGX)1 Year Chart         DSGX Descartes Systems Group (USA) 80 New $97.99 $375,000 4,100 0.15% 375,000 4,100 0.005    Business Software & S...
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 82 New $416.94 $336,000 800 0.13% 336,000 800 0    Property & Casualty I...
   (JNJ)1 Year Chart         JNJ Johnson & Johnson 83 New $154.64 $298,000 1,882 0.12% 298,000 1,882 0    Drug Manufacturers - ...
   (FLEX)1 Year Chart         FLEX Flextronics International Ltd 84 New $29.30 $277,000 9,695 0.11% 277,000 9,695 0.002    Printed Circuit Boards
   (ABBV)1 Year Chart         ABBV Abbvie Inc. 85 New $166.42 $273,000 1,500 0.11% 273,000 1,500 0    Drug Manufacturers - ...
   (CCK)1 Year Chart         CCK Crown Holdings Inc 86 New $84.90 $224,000 2,825 0.09% 224,000 2,825 0.002    Packaging & Containers
   (AWK)1 Year Chart         AWK American Water Works Compan... 87 New $133.76 $212,000 1,736 0.08% 212,000 1,736 0.001    Multi Utilities
   (QCOM)1 Year Chart         QCOM QUALCOMM Inc 89 New $193.86 $210,000 1,240 0.08% 210,000 1,240 0    Communication Equipment
   (PFE)1 Year Chart         PFE Pfizer Inc 88 New $28.64 $210,000 7,582 0.08% 210,000 7,582 0    Drug Manufacturers - ...

      48 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results