NATURAL INVESTMENTS, LLC

Q1 2025 13F Holdings

  • Location
    windsor, CA
  • Num holdings

    246

  • Value ($000)

    $353

  • Date Filed
    05/09/2025
  • Form type
    13F-HR
  • CIK
    0001800245
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
037833100
$20.94K
6 %

94,258

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$19.35K
6 %

51,548

NXTE
NXTE

INVESTMENT MANAGERS SER TR I

AXS GREEN ALPHA
46144X586
$14.18K
4 %

477,247

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$11.93K
3 %

110,073

DSI
DSI

ISHARES TR

ESG MSCI KLD 400
464288570
$9.63K
3 %

94,028

ABBV
ABBV

ABBVIE INC

COM
00287Y109
$8.85K
3 %

42,234

HD
HD

HOME DEPOT INC

COM
437076102
$6.88K
2 %

18,789

MA
MA

MASTERCARD INCORPORATED

CL A
57636Q104
$6.81K
2 %

12,422

HASI
HASI

HA SUSTAINABLE INFRA CAP INC

COM
41068X100
$6.79K
2 %

232,292

---

TIDAL ETF TR

ADASINA SOCIAL
886364876
$6.31K
2 %

348,869

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