Aviance Capital Partners, LLC Reduced Holdings in Q2 2025

Aviance Capital Partners, LLC

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

Technology
-3.98K
- 1.48%
$172.42 - $223.89 $687K - $892K
265K $54.5M
CSCO
Cisco Systems, Inc.

Technology
-77.3K
- 81.56%
$53.19 - $69.38 $4.11M - $5.36M
17.5K $1.21M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-28.7K
- 84.96%
$50.48 - $50.71 $1.45M - $1.45M
5.08K $257K
PULS
Pgim ETF Tr

ETFs
-28.3K
- 49.2%
$49.39 - $49.76 $1.4M - $1.41M
29.2K $1.45M
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
-25.4K
- 21.77%
$34.1 - $47.63 $865K - $1.21M
91.1K $4.08M
CVCO
Cavco Industries Inc.

Consumer Cyclical
-34
- 0.25%
$396.53 - $537.62 $13.5K - $18.3K
13.7K $5.96M
UNH
Unitedhealth Group Inc

Healthcare
-1.77K
- 61.16%
$274.35 - $599.47 $485K - $1.06M
1.12K $350K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
-26.4K
- 23.76%
$38.16 - $46.72 $1.01M - $1.23M
84.6K $3.74M
LOW
Lowes Companies Inc

Consumer Cyclical
-1.26K
- 4.21%
$210.83 - $235.28 $266K - $296K
28.7K $6.36M
BMY
Bristol Myers Squibb CO

Healthcare
-668
- 1.82%
$44.12 - $59.6 $29.5K - $39.8K
36K $1.67M
TAP
Molson Coors Beverage CO

Consumer Defensive
-689
- 2.24%
$47.24 - $62.46 $32.5K - $43K
30.1K $1.45M
PG
Procter & Gamble CO

Consumer Defensive
-157
- 0.44%
$157.66 - $172.39 $24.8K - $27.1K
35.9K $5.72M
PGR
Progressive Corp

Financial Services
-365
- 2.04%
$255.27 - $288.74 $93.2K - $105K
17.5K $4.67M
TGT
Target Corp

Consumer Defensive
-2.72K
- 23.07%
$88.76 - $105.77 $241K - $287K
9.06K $893K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
-1K
- 11.34%
$97.78 - $126.44 $97.8K - $126K
7.82K $829K
THQ
Tekla Healthcare Opportunities Fund

Financial Services
-2.07K
- 2.49%
$17.7 - $20.39 $36.6K - $42.2K
80.9K $1.49M
LOB
Live Oak Bancshares, Inc.

Financial Services
-10.5K
- 35.36%
$23.17 - $30.04 $243K - $315K
19.1K $570K
SJM
J M Smucker CO

Consumer Defensive
-1.21K
- 29.45%
$94.41 - $118.52 $114K - $143K
2.89K $283K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-1.51K
- 4.35%
$45.07 - $52.57 $68.2K - $79.6K
33.3K $1.63M
XLK
Technology Sector Spdr

ETFs
-1.38K
- 36.72%
$179.73 - $253.23 $248K - $350K
2.38K $603K
GRX
Gabelli Healthcare & Wellness Rx Trust

Financial Services
-3.98K
- 2.4%
$9.14 - $9.99 $36.4K - $39.7K
162K $1.53M
PFE
Pfizer Inc

Healthcare
-1.12K
- 1.12%
$21.59 - $24.84 $24.2K - $27.8K
98.6K $2.39M
DD
Du Pont De Nemours, Inc.

Basic Materials
-1.16K
- 12.7%
$55.13 - $75.25 $63.8K - $87.1K
7.95K $545K
LLY
Eli Lilly & CO

Healthcare
-16
- 0.65%
$713.71 - $898.95 $11.4K - $14.4K
2.45K $1.91M
EZPW
Ezcorp Inc

Financial Services
-6.42K
- 30.32%
$12.97 - $16.38 $83.3K - $105K
14.8K $204K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-1.1K
- 12.12%
$94.78 - $95.97 $104K - $106K
7.97K $764K
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
-2.64K
- 3.69%
$11.76 - $13.64 $31K - $36K
68.9K $873K
UNM
Unum Group

Financial Services
-980
- 3.05%
$70.48 - $82.91 $69.1K - $81.3K
31.2K $2.52M
CMCSA
Comcast Corp

Communication Services
-130
- 0.19%
$32.84 - $36.72 $4.27K - $4.77K
67.7K $2.42M
LVHI
Franklin International Low Vol

ETFs
-2.7K
- 8.49%
$28.91 - $33.28 $78K - $89.8K
29.1K $946K
PAYX
Paychex Inc

Industrials
-100
- 1.4%
$137.01 - $159.78 $13.7K - $16K
7.02K $1.02M
UNP
Union Pacific Corp

Industrials
-30
- 0.35%
$208.27 - $238.46 $6.25K - $7.15K
8.53K $1.96M
GILD
Gilead Sciences, Inc.

Healthcare
-422
- 8.09%
$96.91 - $113.0 $40.9K - $47.7K
4.8K $531K
TIP
Ishares Tr Tips Bd ETF

ETFs
-334
- 3.68%
$107.93 - $110.97 $36K - $37.1K
8.73K $961K
VIG
Vanguard Dividend Appreciation

ETFs
-244
- 1.92%
N/A
12.5K $2.27M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-659
- 3.75%
$51.14 - $57.0 $33.7K - $37.6K
16.9K $961K
DBL
Double Line Opportunistic Credit Fund

Financial Services
-946
- 1.05%
$15.1 - $15.75 $14.3K - $14.9K
89K $1.37M
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.08K
- 2.25%
$29.0 - $30.68 $31.3K - $33.2K
46.9K $1.44M
SU
Suncor Energy Inc

Energy
-500
- 4.12%
$31.54 - $41.04 $15.8K - $20.5K
11.6K $435K
PAA
Plains All American Pipeline LP

Energy
-137
- 0.78%
$16.03 - $20.28 $2.2K - $2.78K
17.3K $317K
JFR
Nuveen Floating Rate Income Fund

Financial Services
-3.65K
- 2.05%
$7.51 - $8.49 $27.4K - $31K
174K $1.48M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-1.1K
- 6.75%
$27.29 - $29.28 $30.1K - $32.3K
15.2K $445K
RLY
Ssga Active ETF Tr

ETFs
-1.33K
- 4.27%
$25.82 - $29.59 $34.4K - $39.4K
29.9K $868K
PRU
Prudential Financial Inc

Financial Services
-20
- 0.45%
$95.12 - $112.71 $1.9K - $2.25K
4.41K $473K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-120
- 7.85%
$376.48 - $440.65 $45.2K - $52.9K
1.41K $620K
FLWS
1 800 Flowers Com Inc

Consumer Cyclical
-522
- 3.5%
$4.49 - $6.21 $2.34K - $3.24K
14.4K $70K
TROW
Price T Rowe Group Inc

Financial Services
-710
- 6.05%
$80.27 - $98.06 $57K - $69.6K
11K $1.06M
GVI
Ishares Tr

ETFs
-182
- 2.47%
$104.82 - $106.79 $19.1K - $19.4K
7.19K $767K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-276
- 3.26%
$47.89 - $48.65 $13.2K - $13.4K
8.2K $398K
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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