Aviance Capital Partners, LLC New Holdings in Q1 2025

Aviance Capital Partners, LLC

  • $679 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
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
LOB
Live Oak Bancshares, Inc.

Financial Services
29.6K
New
$26.57 - $41.33 $787K - $1.22M
29.6K $789K
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.77K
New
$302.31 - $337.54 $534K - $596K
1.77K $541K
ET
Energy Transfer LP

Energy
26.2K
New
$17.26 - $21.08 $452K - $552K
26.2K $486K
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
KIO
Kkr Income Opportunities Fund

Financial Services
30.1K
New
$12.16 - $13.6 $366K - $410K
30.1K $370K
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
PLTR
Palantir Technologies Inc.

Technology
3.1K
New
$64.98 - $124.62 $202K - $387K
3.1K $261K
MSM
Msc Industrial Direct CO Inc

Industrials
3.01K
New
$74.45 - $83.08 $224K - $250K
3.01K $233K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.01K
New
$33.84 - $37.77 $203K - $227K
6.01K $218K
VB
Vanguard Small Cap ETF

ETFs
984
New
$217.89 - $252.64 $214K - $249K
984 $218K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
7.43K
New
$24.11 - $28.41 $179K - $211K
7.43K $211K
FLO
Flowers Foods Inc

Consumer Defensive
10.4K
New
$18.05 - $20.78 $187K - $215K
10.4K $196K
LX
Lexin Fintech Holdings Ltd.

Financial Services
17K
New
$5.65 - $11.43 $96.1K - $194K
17K $171K
HBAN
Huntington Bancshares Inc

Financial Services
10.3K
New
$14.28 - $17.39 $147K - $179K
10.3K $154K
Bunge Global Sa
11.3K
New
N/A
11.3K $0
Nb Bancorp Inc
35.7K
New
N/A
35.7K $0
Alerus Finl Corp
13.1K
New
N/A
13.1K $0
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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