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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.86 Million 0.42% of portfolio
57,525
Q1 2025 Added 28.38%
$125B
$2.84 Million 0.42% of portfolio
9,279
Q4 2024 Reduced 1.28%
$0
$2.84 Million 0.42% of portfolio
30,912
Q1 2025 Reduced 21.47%
$0
$2.81 Million 0.41% of portfolio
10,548
Q4 2024 Reduced 3.26%
$1.12T
$2.77 Million 0.41% of portfolio
17,736
Q1 2025 Added 3.59%
$151B
$2.69 Million 0.4% of portfolio
5,727
Q1 2025 Reduced 2.14%
$0
$2.7 Million 0.4% of portfolio
5,759
Q1 2025 Reduced 2.55%
$118B
$2.67 Million 0.39% of portfolio
25,445
Q1 2025 Added 1.58%
$16.2B
$2.62 Million 0.39% of portfolio
32,136
Q1 2025 Reduced 22.28%
$200B
$2.55 Million 0.38% of portfolio
17,008
Q1 2025 Reduced 3.34%
$0
$2.61 Million 0.38% of portfolio
4,670
Q1 2025 Reduced 4.98%
$3.68B
$2.55 Million 0.38% of portfolio
26,369
Q1 2025 Reduced 17.36%
$258B
$2.59 Million 0.38% of portfolio
29,538
Q1 2025 Reduced 1.12%
$0
$2.61 Million 0.38% of portfolio
9,485
Q1 2025 Added 0.3%
$83.7B
$2.53 Million 0.37% of portfolio
14,091
Q1 2025 Reduced 11.36%
$138B
$2.53 Million 0.37% of portfolio
99,695
Q1 2025 Reduced 28.42%
$20.6B
$2.46 Million 0.36% of portfolio
34,973
Q1 2025 Added 23.15%
$0
$2.45 Million 0.36% of portfolio
62,172
Q1 2025 Added 5.69%
$59.4B
$2.41 Million 0.35% of portfolio
9,888
Q1 2025 Reduced 0.32%
$0
$2.35 Million 0.35% of portfolio
80,791
Q1 2025 Added 0.05%
$296B
$2.4 Million 0.35% of portfolio
14,371
Q1 2025 Reduced 6.0%
$0
$2.31 Million 0.34% of portfolio
12,706
Q1 2025 Added 0.1%
$102B
$2.24 Million 0.33% of portfolio
36,704
Q1 2025 Added 1.9%
$9.15B
$2.16 Million 0.32% of portfolio
69,206
Q1 2025 Added 14.37%
$79.2B
$2.01 Million 0.3% of portfolio
8,100
Q3 2024 Reduced 0.11%
$0
$2.02 Million 0.3% of portfolio
61,152
Q1 2025 Reduced 1.94%
$13.3B
$2.05 Million 0.3% of portfolio
19,398
Q1 2025 Added 23.37%
$724B
$2.03 Million 0.3% of portfolio
2,461
Q1 2025 Reduced 1.44%
$140B
$2.02 Million 0.3% of portfolio
8,555
Q1 2025 Reduced 0.66%
$172B
$1.91 Million 0.28% of portfolio
42,119
Q1 2025 Added 3.48%
$10.1B
$1.87 Million 0.28% of portfolio
30,776
Q1 2025 Reduced 0.35%
$9.27B
$1.87 Million 0.28% of portfolio
56,897
Q1 2025 Added 82.13%
$0
$1.91 Million 0.28% of portfolio
19,304
Q1 2025 Added 8.74%
$6.09B
$1.88 Million 0.28% of portfolio
94,875
Q1 2025 Added 2.73%
$160B
$1.9 Million 0.28% of portfolio
8,969
Q1 2025 Reduced 0.06%
$0
$1.81 Million 0.27% of portfolio
34,828
Q1 2025 Reduced 0.21%
$0
$1.81 Million 0.27% of portfolio
3,218
Q1 2025 Added 0.28%
$0
$1.75 Million 0.26% of portfolio
3,413
Q1 2025 Added 2.25%
$0
$1.71 Million 0.25% of portfolio
33,768
Q1 2025 Added 15.06%
$28.5B
$1.67 Million 0.25% of portfolio
5,912
Q1 2025 Added 1.3%
$0
$1.71 Million 0.25% of portfolio
82,976
Q1 2025 Added 1.77%
$305B
$1.7 Million 0.25% of portfolio
23,694
Q1 2025 Reduced 1.23%
$0
$1.67 Million 0.25% of portfolio
165,884
Q1 2025 Added 33.63%
$92.6B
$1.7 Million 0.25% of portfolio
7,339
Q1 2025 Reduced 0.68%
$0
$1.61 Million 0.24% of portfolio
62,258
Q1 2025 Reduced 1.46%
$104B
$1.63 Million 0.24% of portfolio
27,190
Q1 2025 Reduced 1.56%
$30.3B
$1.64 Million 0.24% of portfolio
28,747
Q1 2025 Added 36.86%
$7.11B
$1.66 Million 0.24% of portfolio
33,887
Q1 2025 Added 8.69%
$0
$1.62 Million 0.24% of portfolio
31,372
Q1 2025 Added 8.87%

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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