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
$1.61 Million 0.24% of portfolio
99,472
Q1 2025 Added 1.57%
$133B
$1.65 Million 0.24% of portfolio
2,427
Q1 2025 Reduced 23.24%
$377B
$1.47 Million 0.22% of portfolio
35,134
Q1 2025 Reduced 3.16%
$0
$1.47 Million 0.22% of portfolio
47,952
Q1 2025 Added 6.36%
$152B
$1.51 Million 0.22% of portfolio
25,350
Q1 2025 Reduced 3.63%
$0
$1.5 Million 0.22% of portfolio
58,875
Q1 2025 Added 2.05%
$31.4B
$1.48 Million 0.22% of portfolio
29,742
Q1 2025 Added 9.78%
$0
$1.51 Million 0.22% of portfolio
178,096
Q1 2025 Added 0.51%
$269B
$1.51 Million 0.22% of portfolio
2,891
Q1 2025 Reduced 6.01%
$122B
$1.47 Million 0.22% of portfolio
10,526
Q1 2025 Reduced 36.21%
$567B
$1.46 Million 0.22% of portfolio
1,566
Q1 2025 Added 528.92%
$916M
$1.51 Million 0.22% of portfolio
43,683
Q1 2025 Added 62.08%
$0
$1.4 Million 0.21% of portfolio
9,981
Q4 2024 Reduced 1.61%
$0
$1.41 Million 0.21% of portfolio
89,968
Q1 2025 Added 8.73%
$6.14B
$1.46 Million 0.21% of portfolio
33,559
Q1 2025 Added 118.75%
$0
$1.34 Million 0.2% of portfolio
134,664
Q1 2025 Added 1.29%
$1.46B
$1.3 Million 0.19% of portfolio
33,474
Q1 2025 Added 29.56%
$0
$1.26 Million 0.19% of portfolio
26,447
Q1 2025 Added 7.3%
$3.15B
$1.3 Million 0.19% of portfolio
33,225
Q1 2025 Reduced 0.86%
$52.2B
$1.32 Million 0.19% of portfolio
6,366
Q1 2025 Reduced 1.55%
$26.5B
$1.21 Million 0.18% of portfolio
12,254
Q1 2025 Reduced 13.52%
$3.23B
$1.25 Million 0.18% of portfolio
25,751
Q1 2025 Added 23.28%
$377M
$1.24 Million 0.18% of portfolio
133,059
Q1 2025 Added 31.37%
$0
$1.23 Million 0.18% of portfolio
44,012
Q1 2025 Added 1.63%
$47.7B
$1.23 Million 0.18% of portfolio
11,775
Q1 2025 Added 239.43%
$12.3B
$1.14 Million 0.17% of portfolio
33,465
Q1 2025 Added 30.88%
$80.6B
$1.15 Million 0.17% of portfolio
2,238
Q1 2025 Reduced 3.45%
$0
$1.18 Million 0.17% of portfolio
23,870
Q1 2025 Added 5.1%
$24B
$1.08 Million 0.16% of portfolio
11,743
Q4 2023 Reduced 1.9%
$7.2B
$1.09 Million 0.16% of portfolio
8,817
Q1 2025 Reduced 1.05%
$0
$1.06 Million 0.16% of portfolio
126,903
Q1 2025 Added 1.53%
$0
$1.1 Million 0.16% of portfolio
29,779
Q1 2025 Added 2.52%
$51.6B
$1.1 Million 0.16% of portfolio
7,123
Q4 2024 Added 3.19%
$0
$1.1 Million 0.16% of portfolio
66,572
Q1 2025 Added 12.27%
$147B
$999,000 0.15% of portfolio
2,686
Q4 2024 Reduced 1.47%
$0
$1.03 Million 0.15% of portfolio
16,986
Q1 2025 New
$0
$1.01 Million 0.15% of portfolio
9,068
Q1 2025 Added 1.55%
$0
$1.03 Million 0.15% of portfolio
31,773
Q1 2025 Added 3.21%
$54.4B
$1.03 Million 0.15% of portfolio
9,385
Q1 2025 Reduced 2.09%
$247M
$1.04 Million 0.15% of portfolio
163,162
Q1 2025 Added 188.3%
$0
$1 Million 0.15% of portfolio
17,575
Q1 2025 Added 2.14%
$65.1B
$1.02 Million 0.15% of portfolio
3,450
Q1 2025 Reduced 1.15%
$0
$974,000 0.14% of portfolio
9,316
Q1 2025 Reduced 0.85%
$11.2B
$939,000 0.14% of portfolio
5,000
Q1 2025 New
$0
$975,000 0.14% of portfolio
71,494
Q1 2025 Added 0.4%
$3.09B
$951,000 0.14% of portfolio
15,867
Q1 2025 Added 109.52%
$5.32B
$857,000 0.13% of portfolio
20,329
Q1 2025 New
$671B
$877,000 0.13% of portfolio
6,275
Q1 2025 Reduced 5.43%
$0
$890,000 0.13% of portfolio
31,189
Q1 2025 Added 3.42%

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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