Nia-Impact-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "HOOD",
  "FLEX",
  "WGS",
  "BEPC",
  "ATR",
  "ABT",
  "ABBV",
  "MWA",
  "GOOGL",
  "TEAM",
  "AMAL",
  "CAT",
  "FMS",
  "HNST",
  null,
  "LMND",
  "NGVC",
  "EBAY",
  "GILD",
  "QCOM",
  "ISRG",
  "UNFI",
  "MA",
  "MSFT",
  "TMUS",
  "DUOL",
  "ELF",
  "HOLX",
  "PCAR",
  "PANW",
  "IRM",
  "AAPL",
  "NVDA",
  "OGN",
  "PFE",
  "PG",
  "MRK",
  "ORA",
  "NYT",
  "ROK",
  "SLVM",
  null,
  null,
  null,
  "SHOP",
  "ROP",
  "SAP",
  "IBM",
  "SYK",
  "SBUX",
  "TMO",
  "UL",
  "SCS",
  "TEF",
  "TOST",
  "NXT",
  "TSM",
  "LRN",
  "GSK",
  "VRTX",
  "HASI",
  "ADSK",
  "AMD",
  "FSLR",
  "FTNT",
  "NVO",
  "ACM",
  "VEU",
  "VLTO",
  "VEEV",
  "V",
  "COCO",
  "ZG",
  "XYL",
  "GRMN",
  "STN",
  "RUN",
  "SPOT",
  "STM",
  "MKTX",
  "ADP",
  "BRK-A",
  "BRK-B",
  "CWT",
  "CNI",
  "CARR",
  "CSL",
  "CSCO",
  "NET",
  "DHR",
  "DSGX",
  "DXCM",
  "ADI",
  "ETN",
  "JNJ",
  "TSLA",
  "PM",
  "AWK",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 99
Total Value: 269328813
Accession Number: 0001815217-25-000002
Form Type: 13F-HR
CIK: nia-impact-advisors
Manager Name: Nia-Impact-Advisors

Data Enrichment

96% identified

95 identified4 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

99 positions • $269.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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NOVO NORDISK A S

NVO|670100205

Shares:22.9K

Value:$1.6M

% of Portfolio:0.6% ($1.6M/$269.3M)

14064D519

Shares:43.6K

Value:$1.6M

% of Portfolio:0.6% ($1.6M/$269.3M)

Honest Company, Inc.

HNST|438333106

Shares:310.5K

Value:$1.5M

% of Portfolio:0.5% ($1.5M/$269.3M)

e.l.f. Beauty, Inc.

ELF|26856L103

Shares:22.8K

Value:$1.4M

% of Portfolio:0.5% ($1.4M/$269.3M)

UNILEVER PLC

UL|904767704

Shares:24.0K

Value:$1.4M

% of Portfolio:0.5% ($1.4M/$269.3M)

APTARGROUP, INC.

ATR|038336103

Shares:9.5K

Value:$1.4M

% of Portfolio:0.5% ($1.4M/$269.3M)

VEEVA SYSTEMS INC

VEEV|922475108

Shares:6.0K

Value:$1.4M

% of Portfolio:0.5% ($1.4M/$269.3M)

NEW YORK TIMES CO

NYT|650111107

Shares:25.7K

Value:$1.3M

% of Portfolio:0.5% ($1.3M/$269.3M)

Merck & Co., Inc.

MRK|58933Y105

Shares:13.5K

Value:$1.2M

% of Portfolio:0.5% ($1.2M/$269.3M)

886364876

Shares:48.0K

Value:$869.2K

% of Portfolio:0.3% ($869.2K/$269.3M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:1

Value:$798.4K

% of Portfolio:0.3% ($798.4K/$269.3M)

MARKETAXESS HOLDINGS INC

MKTX|57060D108

Shares:3.4K

Value:$744.1K

% of Portfolio:0.3% ($744.1K/$269.3M)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:1.5K

Value:$742.4K

% of Portfolio:0.3% ($742.4K/$269.3M)

DEXCOM INC

DXCM|252131107

Shares:9.6K

Value:$653.5K

% of Portfolio:0.2% ($653.5K/$269.3M)

ROPER TECHNOLOGIES INC

ROP|776696106

Shares:1.0K

Value:$608.5K

% of Portfolio:0.2% ($608.5K/$269.3M)

Veralto Corp

VLTO|92338C103

Shares:5.4K

Value:$527.6K

% of Portfolio:0.2% ($527.6K/$269.3M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:8.5K

Value:$524.7K

% of Portfolio:0.2% ($524.7K/$269.3M)

922042775

VEU|922042775

Shares:8.5K

Value:$517.3K

% of Portfolio:0.2% ($517.3K/$269.3M)

ABBOTT LABORATORIES

ABT|002824100

Shares:3.6K

Value:$481.1K

% of Portfolio:0.2% ($481.1K/$269.3M)

VISA INC.

V|92826C839

Shares:1.3K

Value:$455.6K

% of Portfolio:0.2% ($455.6K/$269.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
NOVO NORDISK A S(NVOcusip670100205)	22.9K	QoQ -1.29% (-300) YoY +3.22% (-716)	All Managers (Combined)	$1.6M	0.6% ($1.6M/$269.3M)	QoQ -20.31% (-$405.5K) YoY -44.17% (-$1.3M)
(cusip14064D519)✕	43.6K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.6M	0.6% ($1.6M/$269.3M)	QoQ -4.30% (-$71.4K) YoY -8.78% (-$152.8K)
Honest Company, Inc.(HNSTcusip438333106)	310.5K	QoQ +12.41% (-34.3K) YoY NEW(+310.5K)	All Managers (Combined)	$1.5M	0.5% ($1.5M/$269.3M)	QoQ -23.75% (-$454.8K) YoY NEW(+$1.5M)
e.l.f. Beauty, Inc.(ELFcusip26856L103)	22.8K	QoQ +116.49% (+12.3K) YoY NEW(+22.8K)	All Managers (Combined)	$1.4M	0.5% ($1.4M/$269.3M)	QoQ +8.26% (+$109.5K) YoY NEW(+$1.4M)
UNILEVER PLC(ULcusip904767704)	24.0K	QoQ -0.69% (-169) YoY +0.31% (+75)	All Managers (Combined)	$1.4M	0.5% ($1.4M/$269.3M)	QoQ +4.28% (-$58.8K) YoY +19.02% (+$228.4K)
APTARGROUP, INC.(ATRcusip038336103)	9.5K	QoQ -2.32% (-225) YoY +3.55% (+325)	All Managers (Combined)	$1.4M	0.5% ($1.4M/$269.3M)	QoQ -7.74% (-$117.9K) YoY +6.78% (+$89.3K)
VEEVA SYSTEMS INC(VEEVcusip922475108)	6.0K	QoQ 0.00% (+0) YoY +0.83% (+50)	All Managers (Combined)	$1.4M	0.5% ($1.4M/$269.3M)	QoQ +10.16% (+$128.7K) YoY +0.81% (+$11.2K)
NEW YORK TIMES CO(NYTcusip650111107)	25.7K	QoQ 0.00% (-0) YoY +10.18% (+2.4K)	All Managers (Combined)	$1.3M	0.5% ($1.3M/$269.3M)	QoQ -4.70% (-$62.9K) YoY +26.45% (+$266.5K)
Merck & Co., Inc.(MRKcusip58933Y105)	13.5K	QoQ +0.19% (-27) YoY +0.89% (-120)	All Managers (Combined)	$1.2M	0.5% ($1.2M/$269.3M)	QoQ -9.59% (-$128.9K) YoY -31.36% (-$555.2K)
(cusip886364876)✕	48.0K	QoQ -22.80% (-14.2K) YoY -27.18% (-17.9K)	All Managers (Combined)	$869.2K	0.3% ($869.2K/$269.3M)	QoQ -23.91% (-$273.2K) YoY -25.68% (-$300.5K)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	1	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$798.4K	0.3% ($798.4K/$269.3M)	QoQ +17.25% (+$117.5K) YoY +25.84% (+$164.0K)
MARKETAXESS HOLDINGS INC(MKTXcusip57060D108)	3.4K	QoQ -3.64% (-130) YoY -11.88% (-464)	All Managers (Combined)	$744.1K	0.3% ($744.1K/$269.3M)	QoQ -7.77% (-$62.7K) YoY -13.06% (-$111.8K)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	1.5K	QoQ -15.11% (-267) YoY -15.31% (-271)	All Managers (Combined)	$742.4K	0.3% ($742.4K/$269.3M)	QoQ -19.45% (-$179.4K) YoY +5.09% (-$36.0K)
DEXCOM INC(DXCMcusip252131107)	9.6K	QoQ -2.84% (-280) YoY -14.01% (-1.6K)	All Managers (Combined)	$653.5K	0.2% ($653.5K/$269.3M)	QoQ -14.68% (-$112.5K) YoY -57.66% (-$890.2K)
ROPER TECHNOLOGIES INC(ROPcusip776696106)	1.0K	QoQ -17.57% (-220) YoY -23.38% (-315)	All Managers (Combined)	$608.5K	0.2% ($608.5K/$269.3M)	QoQ -6.51% (-$42.4K) YoY -19.46% (-$147.0K)
Veralto Corp(VLTOcusip92338C103)	5.4K	QoQ 0.00% (-0) YoY +17.36% (+801)	All Managers (Combined)	$527.6K	0.2% ($527.6K/$269.3M)	QoQ -4.32% (-$23.8K) YoY +28.99% (+$118.6K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	8.5K	QoQ +2.90% (+240) YoY +10.19% (+787)	All Managers (Combined)	$524.7K	0.2% ($524.7K/$269.3M)	QoQ +7.26% (+$35.5K) YoY +36.25% (+$139.6K)
(VEUcusip922042775)	8.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$517.3K	0.2% ($517.3K/$269.3M)	QoQ +5.66% (+$27.7K) YoY +3.42% (+$17.1K)
ABBOTT LABORATORIES(ABTcusip002824100)	3.6K	QoQ -4.85% (-185) YoY +3.71% (+130)	All Managers (Combined)	$481.1K	0.2% ($481.1K/$269.3M)	QoQ +11.59% (-$50.0K) YoY +21.03% (+$83.6K)
VISA INC.(Vcusip92826C839)	1.3K	QoQ 0.00% (+0) YoY -20.68% (-339)	All Managers (Combined)	$455.6K	0.2% ($455.6K/$269.3M)	QoQ +10.89% (+$44.7K) YoY -0.39% (-$1.8K)