Aviance Capital Partners, LLC Incresed Positions in Q2 2025

Aviance Capital Partners, LLC

  • $720 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
398
+ 0.35%
$146.29 - $275.65 $58.2K - $110K
114K $31.3M
META
Meta Platforms, Inc.

Communication Services
4.3K
+ 19.2%
$484.66 - $738.09 $2.09M - $3.18M
26.7K $19.7M
MSFT
Microsoft Corp

Technology
297
+ 0.75%
$354.56 - $497.45 $105K - $148K
40K $19.9M
AMZN
Amazon Com Inc

Consumer Cyclical
726
+ 0.55%
$167.32 - $223.3 $121K - $162K
132K $28.9M
NVO
Novo Nordisk A S

Healthcare
33.8K
+ 292.09%
$58.08 - $81.05 $1.96M - $2.74M
45.4K $3.13M
UBER
Uber Technologies, Inc

Technology
4.53K
+ 7.15%
$64.62 - $93.3 $292K - $422K
67.8K $6.33M
BA
Boeing CO

Industrials
34
+ 0.14%
$136.59 - $217.51 $4.64K - $7.4K
24.6K $5.15M
GS
Goldman Sachs Group Inc

Financial Services
25
+ 0.43%
$462.22 - $707.75 $11.6K - $17.7K
5.82K $4.12M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
8.37K
+ 28.06%
$100.04 - $100.54 $837K - $841K
38.2K $3.84M
MEI
Methode Electronics Inc

Technology
31.1K
+ 19.06%
$5.35 - $9.51 $166K - $296K
194K $1.85M
DFSV
Dimensional ETF Tr Dimensional

ETFs
21.1K
+ 18.95%
$24.21 - $29.47 $511K - $621K
132K $3.9M
DFAT
Dimensional ETF Tr U S Target

ETFs
11.3K
+ 19.31%
$44.8 - $53.97 $505K - $609K
69.7K $3.76M
AXP
American Express CO

Financial Services
8
+ 0.06%
$231.39 - $318.98 $1.85K - $2.55K
14.5K $4.64M
NFLX
Netflix Inc

Communication Services
26
+ 1.66%
$855.86 - $1339.13 $22.3K - $34.8K
1.59K $2.13M
DISV
Dimensional ETF Tr Dimensional

ETFs
10.3K
+ 12.74%
$25.93 - $32.91 $267K - $339K
91.1K $3M
DFIV
Dimensional ETF Tr

ETFs
9.38K
+ 15.09%
$34.67 - $43.21 $325K - $405K
71.6K $3.06M
SYF
Synchrony Financial

Financial Services
5.58K
+ 35.32%
$43.81 - $66.74 $244K - $372K
21.4K $1.43M
NTRS
Northern Trust Corp

Financial Services
1.63K
+ 13.29%
$84.45 - $126.79 $138K - $207K
13.9K $1.76M
ORCL
Oracle Corp

Technology
211
+ 3.36%
$122.82 - $218.63 $25.9K - $46.1K
6.49K $1.42M
COF
Capital One Financial Corp

Financial Services
313
+ 2.22%
$150.57 - $212.76 $47.1K - $66.6K
14.4K $3.06M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
563
+ 16.5%
$456.74 - $568.03 $257K - $320K
3.98K $2.26M
HCA
Hca Healthcare, Inc.

Healthcare
22
+ 0.17%
$317.61 - $387.52 $6.99K - $8.53K
13K $4.98M
DINO
Hf Sinclair Corp

Energy
708
+ 1.24%
$25.91 - $41.85 $18.3K - $29.6K
57.6K $2.37M
CHTR
Charter Communications, Inc.

Communication Services
249
+ 2.6%
$321.68 - $427.25 $80.1K - $106K
9.84K $4.02M
ATKR
Atkore Inc.

Industrials
4.23K
+ 26.67%
$52.02 - $71.15 $220K - $301K
20.1K $1.42M
CAKE
Cheesecake Factory Inc

Consumer Cyclical
1.68K
+ 6.54%
$44.23 - $62.66 $74.4K - $105K
27.4K $1.72M
DFAE
Dimensional ETF Tr

ETFs
7.77K
+ 12.48%
$22.87 - $28.95 $178K - $225K
70K $2.03M
GOOG
Alphabet Inc.

Communication Services
86
+ 0.48%
$146.58 - $180.01 $12.6K - $15.5K
17.8K $3.16M
APP
App Lovin Corp

Technology
803
+ 66.92%
$219.37 - $417.89 $176K - $336K
2K $701K
CRDO
Credo Technology Group Holding LTD

Technology
1.02K
+ 20.48%
$33.3 - $95.05 $34.1K - $97.3K
6.02K $557K
LMT
Lockheed Martin Corp

Industrials
147
+ 0.89%
$430.82 - $486.45 $63.3K - $71.5K
16.6K $7.68M
IBM
International Business Machines Corp

Technology
583
+ 21.54%
$221.03 - $294.78 $129K - $172K
3.29K $969K
VTI
Vanguard Total Stock Market Et

ETFs
19
+ 0.2%
$243.75 - $303.93 $4.63K - $5.77K
9.5K $2.89M
FMC
Fmc Corp

Basic Materials
6.43K
+ 31.63%
$33.98 - $44.06 $218K - $283K
26.8K $1.12M
HON
Honeywell International Inc

Industrials
293
+ 3.27%
$182.86 - $232.88 $53.6K - $68.2K
9.26K $2.16M
PM
Philip Morris International Inc.

Consumer Defensive
719
+ 13.77%
$149.23 - $184.95 $107K - $133K
5.94K $1.08M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.69K
+ 8.7%
$91.43 - $91.74 $246K - $247K
33.6K $3.08M
DE
Deere & CO

Industrials
16
+ 0.28%
$412.99 - $531.48 $6.61K - $8.5K
5.74K $2.92M
OZK
Bank Ozk

Financial Services
2.08K
+ 6.2%
$37.58 - $47.34 $78.1K - $98.4K
35.6K $1.68M
C
Citigroup Inc

Financial Services
1.77K
+ 48.78%
$58.13 - $85.12 $103K - $151K
5.41K $460K
BAC
Bank Of America Corp

Financial Services
10
+ 0.03%
$34.39 - $47.46 $344 - $475
35.1K $1.66M
RMR
Rmr Group Inc.

Real Estate
13K
+ 23.61%
$13.89 - $16.68 $180K - $217K
68K $1.11M
IVV
Ishares Core S&P 500 ETF

ETFs
9
+ 0.28%
$498.8 - $620.9 $4.49K - $5.59K
3.23K $2M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.9K
+ 9.84%
$96.84 - $99.46 $184K - $189K
21.2K $2.1M
BX
Blackstone Inc.

Financial Services
579
+ 5.5%
$120.07 - $151.11 $69.5K - $87.5K
11.1K $1.66M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
371
+ 0.61%
$29.12 - $35.84 $10.8K - $13.3K
61.5K $2.2M
ETN
Eaton Corp PLC

Industrials
31
+ 1.53%
$246.52 - $356.99 $7.64K - $11.1K
2.06K $734K
SQ
Block, Inc.

Technology
3.22K
+ 11.19%
N/A
32K $1.83M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
3.69K
+ 13.94%
$47.02 - $47.83 $173K - $176K
30.1K $1.44M
Activity Summary
Buys All Purchases 182 New Holdings 21 Increased Positions 161 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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