Aviance Capital Partners, LLC Portfolio Holdings

Aviance Capital Partners, LLC

  • $690 Million
  • Q4 2024

Aviance Capital Partners, LLC has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $690 Million distributed in 322 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $68.4M, Alphabet Inc. with a value of $29.5M, Amazon Com Inc with a value of $27.7M, Broadcom Inc. with a value of $27.3M, and Abb Vie Inc. with a value of $25.4M.

Examining the 13F form we can see an decrease of $42.5M in the current position value, from $733M to 690M.

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 $690 Million
Technology: $145 Million
Financial Services: $132 Million
Healthcare: $86 Million
ETFs: $85 Million
Consumer Cyclical: $72 Million
Communication Services: $60.4 Million
Industrials: $46.1 Million
Consumer Defensive: $30.2 Million
Other: $33.4 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$91.1B
$27.3 Million 3.95% of portfolio
117,543
Q4 2024 Reduced 0.46%
$156B
$9.91 Million 1.44% of portfolio
40,170
Q4 2024 Reduced 0.17%
$57.5B
$8.93 Million 1.29% of portfolio
37,076
Q4 2024 Added 1.97%
$157B
$8.35 Million 1.21% of portfolio
32,052
Q4 2024 Added 0.68%
$116B
$7.85 Million 1.14% of portfolio
16,149
Q4 2024 Added 2.74%
$151B
$6.73 Million 0.97% of portfolio
90,932
Q4 2024 Added 1.63%
$87.5B
$5.12 Million 0.74% of portfolio
18,549
Q4 2024 Added 1.72%
$80.3B
$5.02 Million 0.73% of portfolio
30,834
Q4 2024 Added 3.37%
$108B
$4.39 Million 0.64% of portfolio
24,789
Q4 2024 Reduced 0.8%
$147B
$4.14 Million 0.6% of portfolio
17,264
Q4 2024 Reduced 1.08%
$27.2B
$3.87 Million 0.56% of portfolio
17,511
Q4 2024 Added 4.02%
$144B
$3.69 Million 0.54% of portfolio
139,276
Q4 2024 Added 57.26%
$92.4B
$3.33 Million 0.48% of portfolio
11,097
Q4 2024 Added 45.46%
$57.5B
$3.25 Million 0.47% of portfolio
6,100
Q4 2024 Added 1.67%
$55.9B
$3.1 Million 0.45% of portfolio
9,044
Q4 2024 Added 7.16%
$15.4B
$3.02 Million 0.44% of portfolio
41,351
Q4 2024 Added 10.33%
$121B
$2.84 Million 0.41% of portfolio
16,500
Q4 2024 Reduced 1.71%
$66.6B
$2.79 Million 0.4% of portfolio
9,920
Q4 2024 Added 11.14%
$127B
$2.72 Million 0.39% of portfolio
9,279
Q4 2024 Reduced 1.28%
$199B
$2.68 Million 0.39% of portfolio
17,595
Q4 2024 Added 6.35%
$10.5B
$2.65 Million 0.38% of portfolio
29,920
Q4 2024 Added 6.64%
$151B
$2.58 Million 0.37% of portfolio
68,856
Q4 2024 Added 7.09%
$18B
$2.59 Million 0.37% of portfolio
20,365
Q4 2024 Added 5.41%
$125B
$2.48 Million 0.36% of portfolio
25,049
Q4 2024 Added 10.18%
$141B
$2.48 Million 0.36% of portfolio
5,852
Q4 2024 Reduced 0.85%
$48.7B
$2.23 Million 0.32% of portfolio
5,836
Q4 2024 Added 0.53%
$25B
$2.11 Million 0.31% of portfolio
28,399
Q4 2024 Added 102.66%
$121B
$2.04 Million 0.3% of portfolio
36,018
Q4 2024 Added 4.66%
$78.5B
$2.05 Million 0.3% of portfolio
8,100
Q3 2024 Reduced 0.11%
$14.1B
$1.98 Million 0.29% of portfolio
15,724
Q4 2024 Added 4.31%
$138B
$2.03 Million 0.29% of portfolio
8,974
Q4 2024 Added 1.15%
$106B
$1.99 Million 0.29% of portfolio
3,162
Q4 2024 Added 1.61%
$120B
$1.93 Million 0.28% of portfolio
20,902
Q4 2024 Added 12.28%
$149B
$1.96 Million 0.28% of portfolio
8,612
Q3 2024 Reduced 0.23%
$45.2B
$1.79 Million 0.26% of portfolio
21,004
Q4 2024 Added 4.62%
$10.9B
$1.77 Million 0.26% of portfolio
30,884
Q4 2024 Added 10.02%
$167B
$1.63 Million 0.24% of portfolio
40,701
Q4 2024 Added 1.86%
$92.3B
$1.49 Million 0.22% of portfolio
7,389
Q4 2024 Added 1.03%
$31B
$1.54 Million 0.22% of portfolio
5,395
Q3 2024 Reduced 0.46%
$148B
$1.49 Million 0.22% of portfolio
26,306
Q4 2024 Reduced 2.05%
$94.4B
$1.44 Million 0.21% of portfolio
27,621
Q4 2024 Reduced 31.57%
$23.7B
$1.45 Million 0.21% of portfolio
14,169
Q4 2024 Added 21.6%
$10.3B
$1.37 Million 0.2% of portfolio
18,380
Q4 2024 Added 37.62%
$24.9B
$1.33 Million 0.19% of portfolio
11,743
Q4 2023 Reduced 1.9%
$51.4B
$1.25 Million 0.18% of portfolio
6,466
Q4 2024 Added 1.57%
$27.1B
$1.21 Million 0.18% of portfolio
27,092
Q4 2024 Added 13.49%
$72.1B
$1.09 Million 0.16% of portfolio
2,318
Q4 2024 Added 3.02%
$43.6B
$1.12 Million 0.16% of portfolio
22,738
Q4 2024 Reduced 51.27%
$68.9B
$1.01 Million 0.15% of portfolio
3,490
Q4 2024 Added 1.16%

Summary

  • Portfolio
  • No. of Stocks 322
  • Current Value $690 Million
  • Prior Value $733 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 18 stocks
  • Additional Purchases 169 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 87 stocks
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