Aviance Capital Partners, LLC Purchases in Q1 2025

Aviance Capital Partners, LLC

  • $679 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ABBV
Abb Vie Inc.

Healthcare
387
+ 0.27%
$169.2 - $216.66 $65.5K - $83.8K
143K $30M
UBER
Uber Technologies, Inc

Technology
57.1K
+ 921.07%
$63.17 - $81.49 $3.61M - $4.65M
63.3K $4.61M
AMGN
Amgen Inc

Healthcare
587
+ 1.83%
$258.59 - $327.36 $152K - $192K
32.6K $10.2M
ADBE
Adobe Inc.

Technology
4.94K
+ 144.01%
$377.84 - $464.11 $1.87M - $2.29M
8.37K $3.21M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
33
+ 0.18%
$442.66 - $534.52 $14.6K - $17.6K
18.6K $9.91M
NFLX
Netflix Inc

Communication Services
1.32K
+ 528.92%
$828.4 - $1058.6 $1.09M - $1.39M
1.57K $1.46M
CI
Cigna Corp

Healthcare
706
+ 3.81%
$274.49 - $329.0 $194K - $232K
19.3K $6.33M
HCA
Hca Healthcare, Inc.

Healthcare
1.89K
+ 16.99%
$296.7 - $345.55 $559K - $651K
13K $4.49M
DFUS
Dimensional ETF Tr U S Equity

ETFs
17K
New
$59.61 - $66.71 $1.01M - $1.13M
17K $1.03M
UHS
Universal Health Services Inc

Healthcare
5K
New
$163.99 - $193.27 $820K - $966K
5K $939K
V
Visa Inc.

Financial Services
518
+ 2.51%
$306.92 - $362.71 $159K - $188K
21.2K $7.42M
XOM
Exxon Mobil Corp

Energy
1.3K
+ 2.02%
$105.44 - $118.93 $137K - $155K
65.8K $7.82M
FMC
Fmc Corp

Basic Materials
20.3K
New
$34.54 - $56.38 $702K - $1.15M
20.3K $857K
SYF
Synchrony Financial

Financial Services
15.8K
New
$51.9 - $70.63 $819K - $1.12M
15.8K $835K
META
Meta Platforms, Inc.

Communication Services
1.85K
+ 9.0%
$576.36 - $736.67 $1.07M - $1.36M
22.4K $12.9M
LOB
Live Oak Bancshares, Inc.

Financial Services
29.6K
New
$26.57 - $41.33 $787K - $1.22M
29.6K $789K
OZK
Bank Ozk

Financial Services
18.2K
+ 118.75%
$41.71 - $53.1 $760K - $967K
33.6K $1.46M
DINO
Hf Sinclair Corp

Energy
25.7K
+ 82.13%
$30.66 - $38.48 $787K - $987K
56.9K $1.87M
TGT
Target Corp

Consumer Defensive
8.31K
+ 239.43%
$103.65 - $142.5 $861K - $1.18M
11.8K $1.23M
PULS
Pgim ETF Tr

ETFs
12.7K
+ 28.38%
$49.56 - $49.78 $630K - $633K
57.5K $2.86M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
6.1K
+ 25.69%
$100.32 - $100.76 $612K - $614K
29.8K $3M
SCHP
Schwab Strategic Us Tips ETF

ETFs
14.6K
+ 10.42%
$25.69 - $26.89 $375K - $393K
155K $4.17M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.77K
New
$302.31 - $337.54 $534K - $596K
1.77K $541K
BOND
Pimco Active Bond Exchange Tra

ETFs
4.76K
+ 10.02%
$89.27 - $92.9 $425K - $442K
52.2K $4.83M
SCHW
Schwab Charles Corp

Financial Services
1.84K
+ 2.03%
$71.24 - $83.64 $131K - $154K
92.8K $7.26M
RMR
Rmr Group Inc.

Real Estate
35.9K
+ 187.69%
$16.65 - $20.37 $598K - $731K
55K $916K
JPM
Jpmorgan Chase & CO

Financial Services
235
+ 0.28%
$225.19 - $279.95 $52.9K - $65.8K
82.9K $20.3M
ET
Energy Transfer LP

Energy
26.2K
New
$17.26 - $21.08 $452K - $552K
26.2K $486K
ABT
Abbott Laboratories

Healthcare
262
+ 1.14%
$111.1 - $140.22 $29.1K - $36.7K
23.2K $3.08M
CSCO
Cisco Systems, Inc.

Technology
4.05K
+ 4.47%
$58.74 - $64.87 $238K - $263K
94.8K $5.85M
GRX
Gabelli Healthcare & Wellness Rx Trust

Financial Services
41.7K
+ 33.63%
$9.55 - $10.42 $399K - $435K
166K $1.67M
CHTR
Charter Communications, Inc.

Communication Services
551
+ 6.09%
$334.89 - $384.77 $185K - $212K
9.6K $3.54M
VT
Vanguard Total World Stk Index

ETFs
3.6K
New
$115.08 - $123.97 $414K - $446K
3.6K $417K
FAD
First Tr Multi Cap Growth Alph

ETFs
2.98K
New
$125.55 - $147.66 $374K - $439K
2.98K $384K
MEI
Methode Electronics Inc

Technology
107K
+ 188.3%
$6.11 - $13.17 $651K - $1.4M
163K $1.04M
KIO
Kkr Income Opportunities Fund

Financial Services
30.1K
New
$12.16 - $13.6 $366K - $410K
30.1K $370K
DFIV
Dimensional ETF Tr

ETFs
3.35K
+ 5.69%
$35.33 - $40.77 $118K - $136K
62.2K $2.45M
ZTS
Zoetis Inc.

Healthcare
1.82K
+ 5.91%
$156.48 - $175.67 $285K - $320K
32.7K $5.38M
LYB
Lyondell Basell Industries N.V.

Basic Materials
6.57K
+ 23.15%
$69.82 - $78.67 $459K - $517K
35K $2.46M
XSMO
Invesco S&P Smallcap Momentum

ETFs
5.19K
New
$59.97 - $70.03 $311K - $363K
5.19K $325K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
12.1K
+ 6.55%
$25.05 - $25.16 $304K - $305K
197K $4.96M
ATKR
Atkore Inc.

Industrials
8.29K
+ 109.52%
$58.89 - $88.18 $488K - $731K
15.9K $951K
VO
Vanguard Mid Cap ETF

ETFs
1.22K
New
$251.87 - $277.95 $308K - $340K
1.22K $316K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
7.64K
New
$39.96 - $43.3 $305K - $331K
7.64K $314K
JPSE
J P Morgan Diversified Return

ETFs
7.11K
New
$42.78 - $48.51 $304K - $345K
7.11K $310K
MLI
Mueller Industries Inc

Industrials
4.04K
New
$76.14 - $82.67 $307K - $334K
4.04K $307K
CVS
Cvs Health Corp

Healthcare
4.5K
New
$44.22 - $68.64 $199K - $309K
4.5K $304K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
3.07K
+ 51.14%
$94.87 - $96.11 $291K - $295K
9.07K $870K
VZ
Verizon Communications Inc

Communication Services
1.42K
+ 3.48%
$37.81 - $46.49 $53.6K - $65.9K
42.1K $1.91M
Activity Summary
Buys All Purchases 169 New Holdings 27 Increased Positions 142 Sells All Sells 111 Reductions 111 Sold out 0 Options Calls 0 Puts 0
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