Aviance Capital Partners, LLC Portfolio Holdings

Aviance Capital Partners, LLC

  • $679 Million
  • Q1 2025

Aviance Capital Partners, LLC has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $679 Million distributed in 336 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $59.8M, Abb Vie Inc. with a value of $30M, Amazon Com Inc with a value of $25M, Alphabet Inc. with a value of $24.1M, and Jpmorgan Chase & CO with a value of $20.3M.

Examining the 13F form we can see an decrease of $11.3M in the current position value, from $690M to 679M.

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 $679 Million
Financial Services: $137 Million
Technology: $126 Million
Healthcare: $92.8 Million
ETFs: $91.7 Million
Consumer Cyclical: $62.7 Million
Communication Services: $56.2 Million
Industrials: $45.1 Million
Consumer Defensive: $29.6 Million
Other: $37.8 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$12.3B
$1.14 Million 0.17% of portfolio
33,465
Q1 2025 Added 30.88%
$80.6B
$1.15 Million 0.17% of portfolio
2,238
Q1 2025 Reduced 3.45%
$24B
$1.08 Million 0.16% of portfolio
11,743
Q4 2023 Reduced 1.9%
$7.2B
$1.09 Million 0.16% of portfolio
8,817
Q1 2025 Reduced 1.05%
$0
$1.06 Million 0.16% of portfolio
126,903
Q1 2025 Added 1.53%
$51.6B
$1.1 Million 0.16% of portfolio
7,123
Q4 2024 Added 3.19%
$0
$1.1 Million 0.16% of portfolio
66,572
Q1 2025 Added 12.27%
$147B
$999,000 0.15% of portfolio
2,686
Q4 2024 Reduced 1.47%
$54.4B
$1.03 Million 0.15% of portfolio
9,385
Q1 2025 Reduced 2.09%
$247M
$1.04 Million 0.15% of portfolio
163,162
Q1 2025 Added 188.3%
$65.1B
$1.02 Million 0.15% of portfolio
3,450
Q1 2025 Reduced 1.15%
$11.2B
$939,000 0.14% of portfolio
5,000
Q1 2025 New
$0
$975,000 0.14% of portfolio
71,494
Q1 2025 Added 0.4%
$3.09B
$951,000 0.14% of portfolio
15,867
Q1 2025 Added 109.52%
$5.32B
$857,000 0.13% of portfolio
20,329
Q1 2025 New
$671B
$877,000 0.13% of portfolio
6,275
Q1 2025 Reduced 5.43%
$271M
$916,000 0.13% of portfolio
55,033
Q1 2025 Added 187.69%
$278B
$828,000 0.12% of portfolio
5,220
Q1 2025 Reduced 9.7%
$147B
$803,000 0.12% of portfolio
11,571
Q4 2024 Reduced 32.3%
$1.42B
$789,000 0.12% of portfolio
29,615
Q1 2025 New
$90.4B
$800,000 0.12% of portfolio
6,561
Q1 2025 Reduced 6.6%
$72.5B
$834,000 0.12% of portfolio
28,342
Q1 2025 Reduced 0.64%
$15.6B
$845,000 0.12% of portfolio
2,500
Q3 2024 Reduced 0.04%
$31.6B
$835,000 0.12% of portfolio
15,788
Q1 2025 New
$3.75B
$789,000 0.12% of portfolio
12,017
Q2 2024 Added 16.97%
$102B
$754,000 0.11% of portfolio
8,210
Q1 2025 Reduced 1.06%
$192B
$770,000 0.11% of portfolio
27,261
Q1 2025 Added 9.38%
$60.2B
$733,000 0.11% of portfolio
5,939
Q1 2025 Reduced 7.29%
$0
$751,000 0.11% of portfolio
52,712
Q1 2025 Added 5.47%
$52.6B
$714,000 0.11% of portfolio
11,351
Q1 2025 Reduced 5.53%
$72.6B
$760,000 0.11% of portfolio
6,914
Q1 2025 Added 6.29%
$18.2B
$754,000 0.11% of portfolio
4,940
Q1 2025 Reduced 75.74%
$182B
$734,000 0.11% of portfolio
1,483
Q1 2025 Added 0.34%
$253B
$673,000 0.1% of portfolio
2,707
Q1 2025 Reduced 4.08%
$0
$705,000 0.1% of portfolio
113,420
Q1 2025 Added 6.38%
$2.18B
$676,000 0.1% of portfolio
5,475
Q2 2021 Reduced 1.79%
$38.9B
$697,000 0.1% of portfolio
5,636
Q3 2024 Added 0.62%
$142B
$655,000 0.1% of portfolio
3,199
Q1 2025 Reduced 2.91%
$37.3B
$680,000 0.1% of portfolio
9,111
Q1 2025 Reduced 2.46%
$50.8B
$694,000 0.1% of portfolio
12,974
Q1 2025 Added 18.22%
$223B
$662,000 0.1% of portfolio
5,000
Q1 2025 Reduced 6.26%
$99.9B
$647,000 0.1% of portfolio
2,440
Q4 2024 Added 1.24%
$0
$640,000 0.09% of portfolio
64,761
Q1 2025 Added 0.26%
$40.6B
$641,000 0.09% of portfolio
13,003
Q1 2025 Reduced 42.81%
$85.4B
$641,000 0.09% of portfolio
5,854
Q1 2025 Reduced 8.59%
$136B
$584,000 0.09% of portfolio
5,218
Q1 2025 Reduced 75.04%
$148B
$636,000 0.09% of portfolio
8,980
Q1 2025 Reduced 2.34%
$33.8B
$607,000 0.09% of portfolio
3,400
Q1 2025 Reduced 0.53%
$87.9B
$622,000 0.09% of portfolio
4,238
Q4 2024 Reduced 2.26%

Summary

  • Portfolio
  • No. of Stocks 336
  • Current Value $679 Million
  • Prior Value $690 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 28, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 27 stocks
  • Additional Purchases 142 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 111 stocks
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