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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$22.9B
$3.07 Million 0.43% of portfolio
18,847
Q2 2025 Added 1.07%
$0
$3.06 Million 0.43% of portfolio
71,554
Q2 2025 Added 15.09%
$135B
$3.13 Million 0.43% of portfolio
45,369
Q2 2025 Added 292.09%
$221B
$3.02 Million 0.42% of portfolio
10,328
Q2 2025 Added 2.03%
$226B
$3.02 Million 0.42% of portfolio
38,133
Q2 2025 Reduced 3.94%
$0
$3 Million 0.42% of portfolio
91,086
Q2 2025 Added 12.74%
$140B
$2.92 Million 0.41% of portfolio
5,743
Q2 2025 Added 0.28%
$3.66B
$2.85 Million 0.4% of portfolio
25,578
Q2 2025 Reduced 3.0%
$0
$2.89 Million 0.4% of portfolio
9,504
Q2 2025 Added 0.2%
$121B
$2.86 Million 0.4% of portfolio
9,279
Q4 2024 Reduced 1.28%
$0
$2.87 Million 0.4% of portfolio
4,642
Q2 2025 Reduced 0.6%
$277B
$2.81 Million 0.39% of portfolio
28,773
Q2 2025 Reduced 2.59%
$0
$2.81 Million 0.39% of portfolio
10,548
Q4 2024 Reduced 3.26%
$15.7B
$2.52 Million 0.35% of portfolio
31,156
Q2 2025 Reduced 3.05%
$136B
$2.42 Million 0.34% of portfolio
67,736
Q2 2025 Reduced 0.19%
$10.8B
$2.37 Million 0.33% of portfolio
57,605
Q2 2025 Added 1.24%
$154B
$2.39 Million 0.33% of portfolio
98,576
Q2 2025 Reduced 1.12%
$0
$2.27 Million 0.32% of portfolio
12,462
Q2 2025 Reduced 1.92%
$63.7B
$2.27 Million 0.32% of portfolio
9,983
Q2 2025 Added 0.96%
$196B
$2.3 Million 0.32% of portfolio
17,440
Q2 2025 Added 2.54%
$0
$2.2 Million 0.31% of portfolio
61,523
Q2 2025 Added 0.61%
$9.71B
$2.23 Million 0.31% of portfolio
72,038
Q2 2025 Added 4.09%
$0
$2.26 Million 0.31% of portfolio
3,976
Q2 2025 Added 16.5%
$141B
$2.16 Million 0.3% of portfolio
9,262
Q2 2025 Added 3.27%
$513B
$2.13 Million 0.3% of portfolio
1,592
Q2 2025 Added 1.66%
$15.8B
$2.18 Million 0.3% of portfolio
19,141
Q2 2025 Reduced 1.32%
$301B
$2.14 Million 0.3% of portfolio
14,973
Q2 2025 Added 4.19%
$16.1B
$2.09 Million 0.29% of portfolio
36,126
Q2 2025 Added 3.3%
$980M
$2.07 Million 0.29% of portfolio
33,961
Q2 2025 Added 1.45%
$0
$2.1 Million 0.29% of portfolio
21,204
Q2 2025 Added 9.84%
$0
$2.03 Million 0.28% of portfolio
70,025
Q2 2025 Added 12.48%
$6.01B
$1.98 Million 0.28% of portfolio
98,726
Q2 2025 Added 4.06%
$0
$2 Million 0.28% of portfolio
3,227
Q2 2025 Added 0.28%
$79.9B
$2 Million 0.28% of portfolio
8,100
Q3 2024 Reduced 0.11%
$156B
$1.91 Million 0.27% of portfolio
2,137
Q2 2025 Reduced 11.95%
$146B
$1.96 Million 0.27% of portfolio
8,525
Q2 2025 Reduced 0.35%
$6.97B
$1.9 Million 0.26% of portfolio
33,247
Q2 2025 Reduced 1.89%
$285M
$1.85 Million 0.26% of portfolio
194,257
Q2 2025 Added 19.06%
$183B
$1.89 Million 0.26% of portfolio
43,657
Q2 2025 Added 3.65%
$798B
$1.91 Million 0.26% of portfolio
2,445
Q2 2025 Reduced 0.65%
$40.3B
$1.78 Million 0.25% of portfolio
5,345
Q1 2025 Reduced 0.93%
$30.3B
$1.83 Million 0.25% of portfolio
31,964
Q2 2025 Added 11.19%
$0
$1.77 Million 0.25% of portfolio
97,262
Q2 2025 Reduced 2.22%
$2.88B
$1.72 Million 0.24% of portfolio
27,434
Q2 2025 Added 6.54%
$288B
$1.75 Million 0.24% of portfolio
24,698
Q2 2025 Added 4.24%
$27.6B
$1.76 Million 0.24% of portfolio
13,883
Q2 2025 Added 13.29%
$0
$1.7 Million 0.24% of portfolio
9,812
Q2 2025 Reduced 1.69%
$0
$1.72 Million 0.24% of portfolio
33,586
Q2 2025 Added 7.06%
$32B
$1.68 Million 0.23% of portfolio
28,856
Q2 2025 Reduced 2.98%

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
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