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
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