Aviance Capital Partners, LLC Portfolio Holdings
Aviance Capital Partners, LLC
- $733 Million
- Q3 2024
Aviance Capital Partners, LLC has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $733 Million distributed in 333 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $61.9M, Abb Vie Inc. with a value of $28.3M, Alphabet Inc. with a value of $25.2M, Amazon Com Inc with a value of $23.3M, and Nvidia Corp with a value of $21.2M.
Examining the 13F form we can see an increase of $51.8M in the current position value, from $681M to 733M.
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
$733 Million
Technology: $171 Million
Financial Services: $133 Million
Healthcare: $99 Million
ETFs: $86.3 Million
Consumer Cyclical: $68.9 Million
Communication Services: $56.2 Million
Industrials: $46.3 Million
Consumer Defensive: $34.5 Million
Other: $37.6 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 333
- Current Value $733 Million
- Prior Value $681 Million
- Filing
- Period Q3 2024
- Filing Date November 07, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 23 stocks
- Additional Purchases 152 stocks
- Sold out of 0 stocks
- Reduced holdings in 106 stocks