Aviance Capital Partners, LLC Portfolio Holdings
Aviance Capital Partners, LLC
- $720 Million
- Q2 2025
Aviance Capital Partners, LLC has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $720 Million distributed in 350 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $54.5M, Broadcom Inc. with a value of $31.3M, Amazon Com Inc with a value of $28.9M, Alphabet Inc. with a value of $27M, and Abb Vie Inc. with a value of $26.8M.
Examining the 13F form we can see an increase of $41.1M in the current position value, from $679M to 720M.
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
$720 Million
Financial Services: $146 Million
Technology: $142 Million
ETFs: $95.6 Million
Healthcare: $87.9 Million
Communication Services: $68.5 Million
Consumer Cyclical: $65.9 Million
Industrials: $48.1 Million
Consumer Defensive: $28.4 Million
Other: $37 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 350
- Current Value $720 Million
- Prior Value $679 Million
- Filing
- Period Q2 2025
- Filing Date August 04, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 21 stocks
- Additional Purchases 161 stocks
- Sold out of 0 stocks
- Reduced holdings in 89 stocks