NIA IMPACT ADVISORS, LLC

Q3 2025 13F-HR Holdings

Location
Oakland, CA
Holdings as of
9/30/2025
Date filed
11/13/2025
Form type
13F-HR
Num holdings
101
Total value ($000)
$307,723
Net value change ($000)
+18,419 (6.4%)
New positions
6
Sold out positions
2
Turnover %
4.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2025 Next filing: 2/9/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VRT 4,389 NEW
CNM 3,576 NEW
MSFT 3,164 103.7%
FSLR 2,961 36.5%
HOOD 2,652 51.0%
EBAY 2,397 54.6%
TSM 2,206 24.1%
AAPL 2,071 22.5%
NXT 1,902 42.6%
WGS 1,853 117.2%
Top Reduces (Value $000, Stocks/ETFs)
CSL -6,037 -100.0%
AMAL -3,260 -49.3%
FTNT -1,576 -20.2%
PANW -1,282 -16.1%
STN -1,279 -13.6%
DUOL -965 -22.6%
TOST -919 -26.4%
SAP -908 -11.7%
VRTX -833 -11.8%
TEAM -681 -21.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type