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
$52.9B
$432,000 0.06% of portfolio
12,127
Q3 2024 Added 0.4%
$65.5B
$363,000 0.05% of portfolio
3,510
Q3 2024 Reduced 0.26%
$48.9B
$368,000 0.05% of portfolio
2,150
Q1 2024 New
$148B
$373,000 0.05% of portfolio
6,198
Q4 2024 Added 2.99%
$128B
$316,000 0.05% of portfolio
2,137
Q1 2024 Reduced 22.49%
$11B
$374,000 0.05% of portfolio
3,404
Q4 2024 Added 5.0%
$166B
$365,000 0.05% of portfolio
3,036
Q3 2024 Added 0.13%
$11.3B
$337,000 0.05% of portfolio
5,000
Q4 2024 New
$87.9B
$323,000 0.05% of portfolio
508
Q4 2024 Reduced 6.45%
$120B
$349,000 0.05% of portfolio
4,376
Q4 2024 Added 9.95%
$90B
$279,000 0.04% of portfolio
6,580
Q4 2024 Added 0.03%
$60.8B
$275,000 0.04% of portfolio
10,060
Q4 2024 New
$44B
$245,000 0.04% of portfolio
1,875
Q4 2024 Added 5.63%
$84.9B
$287,000 0.04% of portfolio
3,041
Q3 2024 New
$145B
$307,000 0.04% of portfolio
2,545
Q3 2024 Added 2.87%
$177B
$272,000 0.04% of portfolio
1,399
Q4 2024 Added 5.27%
$51.3B
$260,000 0.04% of portfolio
2,125
Q4 2024 Added 2.41%
$74.1B
$291,000 0.04% of portfolio
2,382
Q4 2024 Added 2.67%
$48.3B
$297,000 0.04% of portfolio
1,680
Q3 2024 Reduced 0.36%
$45.5B
$253,000 0.04% of portfolio
4,711
Q4 2024 New
$72.4B
$283,000 0.04% of portfolio
3,120
Q4 2024 Reduced 8.77%
$40.8B
$202,000 0.03% of portfolio
1,510
Q4 2024 Added 3.42%
$36.4B
$213,000 0.03% of portfolio
3,163
Q4 2024 Reduced 35.62%
$192B
$235,000 0.03% of portfolio
648
Q3 2024 Reduced 0.61%
$158B
$221,000 0.03% of portfolio
3,153
Q4 2024 New
$53.1B
$212,000 0.03% of portfolio
710
Q4 2024 Added 16.39%
$52.3B
$219,000 0.03% of portfolio
208
Q3 2024 New
$26B
$211,000 0.03% of portfolio
1,216
Q2 2024 Added 1.0%
$22.8B
$203,000 0.03% of portfolio
1,200
Q4 2024 Reduced 4.0%
$57.7B
$230,000 0.03% of portfolio
981
Q4 2024 Added 1.45%
$14.8B
$140,000 0.02% of portfolio
13,000
Q3 2022 Reduced 0.76%

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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