Aviance Capital Partners, LLC Portfolio Holdings

Aviance Capital Partners, LLC

  • $720 Million
  • Q2 2025

Aviance Capital Partners, LLC has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $720 Million distributed in 350 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $54.5M, Broadcom Inc. with a value of $31.3M, Amazon Com Inc with a value of $28.9M, Alphabet Inc. with a value of $27M, and Abb Vie Inc. with a value of $26.8M.

Examining the 13F form we can see an increase of $41.1M in the current position value, from $679M to 720M.

Aviance Capital Partners, LLC is based out at Naples, FL

Below you can find more details about Aviance Capital Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $720 Million
Financial Services: $146 Million
Technology: $142 Million
ETFs: $95.6 Million
Healthcare: $87.9 Million
Communication Services: $68.5 Million
Consumer Cyclical: $65.9 Million
Industrials: $48.1 Million
Consumer Defensive: $28.4 Million
Other: $37 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$54.5 Million 7.56% of portfolio
265,410
Q2 2025 Reduced 1.48%
$127B
$31.3 Million 4.35% of portfolio
113,627
Q2 2025 Added 0.35%
$2.26T
$28.9 Million 4.02% of portfolio
131,955
Q2 2025 Added 0.55%
$1.21T
$27 Million 3.76% of portfolio
153,485
Q2 2025 Reduced 1.52%
$351B
$26.8 Million 3.72% of portfolio
144,155
Q2 2025 Added 0.59%
$859B
$23.9 Million 3.32% of portfolio
82,412
Q2 2025 Reduced 0.59%
$3.95T
$19.9 Million 2.76% of portfolio
40,015
Q2 2025 Added 0.75%
$1.78T
$19.7 Million 2.74% of portfolio
26,715
Q2 2025 Added 19.2%
$423B
$10.2 Million 1.42% of portfolio
14
Q2 2024 Added 55.56%
$456B
$9.95 Million 1.38% of portfolio
62,951
Q2 2025 Reduced 1.43%
$61.9B
$9.86 Million 1.37% of portfolio
36,872
Q2 2025 Added 0.07%
$152B
$9.18 Million 1.27% of portfolio
32,867
Q2 2025 Added 0.7%
$621B
$9.05 Million 1.26% of portfolio
18,624
Q2 2025 Added 0.1%
$179B
$8.42 Million 1.17% of portfolio
92,314
Q2 2025 Reduced 0.5%
$113B
$7.68 Million 1.07% of portfolio
16,574
Q2 2025 Added 0.89%
$551B
$7.55 Million 1.05% of portfolio
21,278
Q2 2025 Added 0.53%
$85.6B
$6.43 Million 0.89% of portfolio
19,449
Q2 2025 Added 1.01%
$182B
$6.33 Million 0.88% of portfolio
67,811
Q2 2025 Added 7.15%
$152B
$6.36 Million 0.88% of portfolio
28,670
Q2 2025 Reduced 4.21%
$452B
$6.12 Million 0.85% of portfolio
40,050
Q2 2025 Added 1.09%
$4.22B
$5.96 Million 0.83% of portfolio
13,718
Q2 2025 Reduced 0.25%
$187B
$5.81 Million 0.81% of portfolio
14,325
Q2 2025 Added 2.18%
$548B
$5.81 Million 0.81% of portfolio
10,341
Q2 2025 Reduced 1.72%
$368B
$5.72 Million 0.79% of portfolio
35,901
Q2 2025 Reduced 0.44%
$139B
$5.15 Million 0.72% of portfolio
24,580
Q2 2025 Added 0.14%
$70.1B
$5.21 Million 0.72% of portfolio
33,391
Q2 2025 Added 2.25%
$0
$5.13 Million 0.71% of portfolio
203,550
Q2 2025 Added 3.2%
$0
$4.97 Million 0.69% of portfolio
53,964
Q2 2025 Added 3.3%
$112B
$4.98 Million 0.69% of portfolio
13,004
Q2 2025 Added 0.17%
$142B
$4.67 Million 0.65% of portfolio
17,503
Q2 2025 Reduced 2.04%
$227B
$4.64 Million 0.64% of portfolio
14,538
Q2 2025 Added 0.06%
$207B
$4.59 Million 0.64% of portfolio
36,982
Q2 2025 Reduced 0.05%
$405B
$4.32 Million 0.6% of portfolio
11,776
Q2 2025 Added 4.37%
$0
$4.26 Million 0.59% of portfolio
159,619
Q2 2025 Added 3.02%
$254B
$4.12 Million 0.57% of portfolio
5,821
Q2 2025 Added 0.43%
$4.15B
$4.08 Million 0.57% of portfolio
91,135
Q2 2025 Reduced 21.77%
$42.3B
$4.02 Million 0.56% of portfolio
9,844
Q2 2025 Added 2.6%
$0
$3.9 Million 0.54% of portfolio
132,360
Q2 2025 Added 18.95%
$0
$3.84 Million 0.53% of portfolio
38,194
Q2 2025 Added 28.06%
$0
$3.76 Million 0.52% of portfolio
69,719
Q2 2025 Added 19.31%
$6.87B
$3.74 Million 0.52% of portfolio
84,573
Q2 2025 Reduced 23.76%
$439B
$3.66 Million 0.51% of portfolio
3,694
Q2 2025 Added 0.24%
$157B
$3.27 Million 0.45% of portfolio
8,446
Q2 2025 Added 0.94%
$1.24T
$3.16 Million 0.44% of portfolio
17,822
Q2 2025 Added 0.48%
$55.2B
$3.2 Million 0.44% of portfolio
6,000
Q1 2025 Reduced 1.64%
$229B
$3.16 Million 0.44% of portfolio
23,269
Q2 2025 Added 0.24%
$0
$3.18 Million 0.44% of portfolio
5,759
Q1 2025 Reduced 2.55%
$83.2B
$3.06 Million 0.43% of portfolio
14,404
Q2 2025 Added 2.22%
$0
$3.08 Million 0.43% of portfolio
33,601
Q2 2025 Added 8.7%

Summary

  • Portfolio
  • No. of Stocks 350
  • Current Value $720 Million
  • Prior Value $679 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 04, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 21 stocks
  • Additional Purchases 161 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 89 stocks
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