Aviance Capital Partners, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 18, 2024), Aviance Capital Partners, LLC reported 318 stock positions worth $672.6 million. Its top holding was Apple (AAPL) at 6.7% of the portfolio, followed by Abbvie (ABBV, 3.8%) and Alphabet Class A (GOOGL, 3.4%). Compared with Q4 2023, it opened 69 new positions, sold out of 5, added to 157 and reduced 60. The biggest buy was Amazon.com (AMZN, shares +194%) and the biggest sale Broadcom (AVGO, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- NAPLES, FL
- CIK
- 0001542383
- Portfolio Value
- $672.6M (Q1 2024)
- SEC Filing
- 0001085146-24-001881 ↗ filed Apr 18, 2024
Holdings Value
Holdings 318 stocks · $672.6M
| AAPL Apple Inc. | 6.72% | 263,707 | $45.2M | Add +4.7% |
| ABBV Abbvie Inc. | 3.83% | 141,641 | $25.8M | Add +15.5% |
| GOOGL Alphabet Inc. Class A | 3.36% | 149,763 | $22.6M | Add +66.9% |
| AMZN Amazon.com Inc. | 3.28% | 122,251 | $22.1M | Add +194.2% |
| AVGO Broadcom Inc. | 2.80% | 14,189 | $18.8M | Reduce -5.9% |
| JPM JPMorgan Chase & Co. | 2.48% | 83,165 | $16.7M | Add +70.0% |
| MSFT Microsoft Corp. | 2.32% | 37,080 | $15.6M | Add +36.4% |
| NVDA Nvidia Corp. | 2.29% | 17,011 | $15.4M | Add +5.8% |
| META Meta Platforms Inc. Class A | 1.61% | 22,254 | $10.8M | Add +19.1% |
| LOW Lowe's Cos Inc. | 1.52% | 40,206 | $10.2M | Add +684.4% |
| LRCX Lam Research Corp. | 1.40% | 9,705 | $9.4M | Add +2.1% |
| AMGN Amgen Inc. | 1.33% | 31,496 | $9.0M | Add +33.5% |
| TSLA Tesla Inc. | 1.33% | 50,853 | $8.9M | Add +5433.5% |
| LIN Linde PLC | 1.29% | 18,676 | $8.7M | Add +3.9% |
| TRV The Travelers Cos Inc. | 1.19% | 34,850 | $8.0M | Add +9.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.13% | 18,091 | $7.6M | Add +21.0% |
| TMO Thermo Fisher Scientific Inc. | 1.13% | 13,043 | $7.6M | Add +20.9% |
| BLK BlackRock Finance Inc. | 1.08% | 8,730 | $7.3M | Add +2.9% |
| LMT Lockheed Martin Corp. | 1.05% | 15,495 | $7.0M | Add +47.3% |
| CI The Cigna Group | 0.96% | 17,868 | $6.5M | Add +3.2% |
| CVCO Cavco Industries Inc. | 0.95% | 16,090 | $6.4M | Add +3.0% |
| SCHW Schwab (charles) Corp. | 0.93% | 86,821 | $6.3M | Add +6.7% |
| V Visa Inc. Class A | 0.89% | 21,474 | $6.0M | Add +28.1% |
| JNJ Johnson & Johnson | 0.89% | 37,818 | $6.0M | Add +63.3% |
| PG The Procter & Gamble Co. | 0.86% | 35,591 | $5.8M | Add +61.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.85% | 9 | $5.7M | No change |
| CPAY Corpay Inc. | 0.84% | 18,304 | $5.6M | Add +3.3% |
| KNX Knight-Swift Transportation | 0.81% | 99,098 | $5.5M | Add +1.4% |
| MRK Merck & Co. Inc. | 0.79% | 40,118 | $5.3M | Add +69.6% |
| XOM Exxon Mobil Corp. | 0.78% | 45,366 | $5.3M | Add +21.6% |
| BMY Bristol-Myers Squibb Co. | 0.78% | 96,494 | $5.2M | Add +22.0% |
| MA Mastercard Inc. Class A | 0.75% | 10,411 | $5.0M | Add +83.9% |
| ZTS Zoetis Inc. | 0.74% | 29,544 | $5.0M | Add +36.3% |
| BA The Boeing Co. | 0.72% | 25,141 | $4.9M | Reduce -0.1% |
| HD Home Depot Inc. | 0.69% | 12,076 | $4.6M | Add +193.3% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.69% | 185,855 | $4.6M | Reduce -0.8% |
| OXY Occidental Petroleum Corp. | 0.67% | 69,213 | $4.5M | Add +241.1% |
| BOND PIMCO Active Bond Exchange-T | 0.66% | 48,464 | $4.5M | Add +1.6% |
| STZ Constellation Brands Inc. Class A | 0.66% | 16,343 | $4.4M | Add +0.7% |
| LLY Eli Lilly & Co. | 0.66% | 5,675 | $4.4M | Add +263.8% |
| SCHP Schwab U.S. Tips ETF | 0.62% | 80,218 | $4.2M | Add +0.4% |
| CSCO Cisco Systems Inc. | 0.62% | 83,291 | $4.2M | Add +8.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.60% | 32,778 | $4.0M | Add +16.7% |
| PGR Progressive Corp. | 0.54% | 17,543 | $3.6M | New |
| ASO Academy Sports & Outdoors Inc. | 0.52% | 51,647 | $3.5M | Add +4.5% |
| MCD McDonald's Corp. | 0.49% | 11,702 | $3.3M | Add +269.9% |
| AXP American Express Co. | 0.49% | 14,391 | $3.3M | Add +16.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.45% | 9,400 | $3.0M | New |
| SWKS Skyworks Solutions Inc. | 0.45% | 27,679 | $3.0M | Add +4.9% |
| TOL Toll Brothers Inc. | 0.43% | 22,267 | $2.9M | Add +3.3% |
| CAVA Cava Group Inc. | 0.43% | 41,000 | $2.9M | Add +17.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.42% | 6,381 | $2.8M | Add +41.4% |
| DE Deere & Co. | 0.41% | 6,775 | $2.8M | New |
| PEP Pepsico Inc. | 0.40% | 15,556 | $2.7M | Add +78.2% |
| OEF iShares S&P 100 ETF | 0.40% | 10,904 | $2.7M | No change |
| COST Costco Wholesale Corp. | 0.40% | 3,632 | $2.7M | Add +146.7% |
| AMP Ameriprise Financial Inc. | 0.39% | 6,000 | $2.6M | No change |
| PAA Plains All Amer Pipeline LP | 0.39% | 149,671 | $2.6M | Add +3.1% |
| ENVA Enova International Inc. | 0.39% | 41,792 | $2.6M | Add +4.5% |
| DFSV Dimensional US Small Cap Val | 0.39% | 87,048 | $2.6M | Add +1.7% |
| ABT Abbott Laboratories | 0.38% | 22,779 | $2.6M | Add +133.2% |
| FDX FedEx Corp. | 0.38% | 8,851 | $2.6M | Add +11.5% |
| PFE Pfizer Inc. | 0.38% | 91,654 | $2.5M | Add +37.9% |
| HCA HCA Healthcare Inc. | 0.38% | 7,625 | $2.5M | New |
| KLAC KLA Corp. | 0.37% | 3,550 | $2.5M | New |
| CHTR Charter Communications Inc. Class A | 0.36% | 8,412 | $2.4M | Add +5.0% |
| CMCSA Comcast Corp. Class A | 0.36% | 55,681 | $2.4M | Add +1.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.36% | 4,604 | $2.4M | Add +43.4% |
| GS Goldman Sachs Group Inc. | 0.35% | 5,700 | $2.4M | Add +22.4% |
| ADP Automatic Data Processing | 0.35% | 9,411 | $2.4M | Add +35.9% |
| SFM Sprouts Farmers Market Inc. | 0.35% | 36,029 | $2.3M | Add +4.1% |
| GOOG Alphabet Inc. Class C | 0.34% | 15,240 | $2.3M | Add +109.9% |
| MINT PIMCO Enhanced Short Maturit | 0.34% | 23,054 | $2.3M | Reduce -3.3% |
| VIG Vanguard Dividend Apprec ETF | 0.34% | 12,470 | $2.3M | Add +3.1% |
| ITW Illinois Tool Works | 0.32% | 8,100 | $2.2M | New |
| DFAT Dimensional US Target Value | 0.32% | 39,292 | $2.1M | Add +27.3% |
| BX Blackstone Inc. | 0.32% | 16,275 | $2.1M | Reduce -1.9% |
| UNP Union Pacific Corp. | 0.32% | 8,621 | $2.1M | Add +92.3% |
| CRM Salesforce Inc. | 0.31% | 7,021 | $2.1M | Add +18.6% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.31% | 16,223 | $2.1M | Add +6.7% |
| UNM Unum Group | 0.31% | 38,298 | $2.1M | Add +6.3% |
| DFAC Dimensional US Core Equity 2 | 0.30% | 64,200 | $2.1M | Add +32.6% |
| CVX Chevron Corp. | 0.30% | 12,965 | $2.0M | Add +151.0% |
| WMT Walmart Inc. | 0.30% | 33,042 | $2.0M | Add +71.6% |
| LULU Lululemon Athletica Inc. | 0.30% | 5,081 | $2.0M | Add +21.5% |
| DFIV Dimensional International Va | 0.29% | 53,927 | $2.0M | Add +3.6% |
| DISV Dimensional International SM | 0.29% | 72,669 | $2.0M | Add +1.7% |
| COF Capital One Financial Corp. | 0.29% | 13,172 | $2.0M | Add +4.1% |
| UL Unilever PLC | 0.28% | 37,960 | $1.9M | New |
| UNH Unitedhealth Group Inc. | 0.28% | 3,771 | $1.9M | Add +318.5% |
| AGG iShares Core U.S. Aggregate | 0.28% | 18,978 | $1.9M | Reduce -4.5% |
| IVV iShares Core S&P 500 ETF | 0.28% | 3,531 | $1.9M | Add +7.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.28% | 7,128 | $1.9M | New |
| HON Honeywell International Inc. | 0.27% | 8,749 | $1.8M | Add +136.1% |
| STWD Starwood Property Trust Inc. | 0.26% | 87,200 | $1.8M | New |
| DUK Duke Energy Corp. | 0.26% | 17,750 | $1.7M | Add +16.8% |
| MO Altria Group Inc. | 0.25% | 38,896 | $1.7M | Add +3.7% |
| ADBE Adobe Inc. | 0.25% | 3,340 | $1.7M | Reduce -2.3% |
| ARKW ARK Next Generation Technolo | 0.25% | 20,000 | $1.7M | No change |
| TAP Molson Coors Beverage Co. Class B | 0.25% | 24,665 | $1.7M | Add +5.6% |
Portfolio Sells Q4 2023 → Q1 2024
| AVGO Broadcom Inc. | Reduce -5.9% | 2.80% | −0.81 |
| BA The Boeing Co. | Reduce -0.1% | 0.72% | −0.68 |
| IBDQ iShares Ibonds Dec 2025 Term | Reduce -0.8% | 0.69% | −0.31 |
| FFIV F5 Inc. | Sold out | 0.00% | −0.24 |
| WSM Williams-Sonoma Inc. | Reduce -87.2% | 0.04% | −0.23 |
| ARKQ ARK Autonomous Tech & Robot | Reduce -33.3% | 0.16% | −0.21 |
| QCOM Qualcomm Inc. | Reduce -55.1% | 0.11% | −0.19 |
| ADBE Adobe Inc. | Reduce -2.3% | 0.25% | −0.19 |
| MINT PIMCO Enhanced Short Maturit | Reduce -3.3% | 0.34% | −0.16 |
| FSLR First Solar Inc. | Sold out | 0.00% | −0.15 |
| BX Blackstone Inc. | Reduce -1.9% | 0.32% | −0.15 |
| AGG iShares Core U.S. Aggregate | Reduce -4.5% | 0.28% | −0.15 |
| MUNI PIMCO Intermediate Municipal | Reduce -5.9% | 0.24% | −0.13 |
| JAZZ Jazz Pharmaceuticals PLC | Reduce -7.6% | 0.17% | −0.10 |
| SMCI Super Micro Computer Inc. | Reduce -87.5% | 0.04% | −0.10 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -3.9% | 0.18% | −0.09 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -5.5% | 0.16% | −0.09 |
| SUB iShares Short-Term National | Reduce -7.8% | 0.14% | −0.08 |
| IYW iShares Ustechnology ETF | Reduce -3.0% | 0.21% | −0.07 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.4% | 0.16% | −0.07 |
| SDHY Pgim SHRT Durat Hi YLD | Reduce -2.1% | 0.15% | −0.07 |
| DD Dupont DE Nemours Inc. | Reduce -10.8% | 0.11% | −0.07 |
| RLY SS Multi-Asset Real Ret ETF | Reduce -5.9% | 0.12% | −0.06 |
| XYZ Block Inc. | Reduce -8.8% | 0.13% | −0.06 |
| GVI iShares Intermediate Governm | Reduce -2.3% | 0.10% | −0.05 |
| TDY Teledyne Technologies Inc. | Sold out | 0.00% | −0.05 |
| JMM Nuveen Multi-Market Income | Reduce -5.6% | 0.10% | −0.05 |
| KMI Kinder Morgan Inc. | Sold out | 0.00% | −0.05 |
| ISD Pgim High Yield Bond Fund | Reduce -3.6% | 0.10% | −0.04 |
| PM Philip Morris International | Reduce -8.9% | 0.07% | −0.04 |
| NEE Nextera Energy Inc. | Reduce -3.1% | 0.10% | −0.04 |
| OGN Organon & Co. | Sold out | 0.00% | −0.04 |
| CTVA Corteva Inc. | Reduce -11.9% | 0.10% | −0.04 |
| XLI SS Industrial Select Sector | Reduce -10.5% | 0.08% | −0.04 |
| PDI PIMCO Dynamic Income Fund | Reduce -7.0% | 0.08% | −0.03 |
| CMI Cummins Inc. | Reduce -19.3% | 0.07% | −0.03 |
| IJH iShares Core S&P Midcap ETF | Reduce -2.4% | 0.09% | −0.03 |
| RY Royal Bank of Canada | Reduce -14.8% | 0.04% | −0.03 |
| DNP DNP Select Income Fund Inc. | Reduce -0.5% | 0.09% | −0.03 |
| NDAQ Nasdaq Inc. | Reduce -2.0% | 0.09% | −0.03 |
| NPCT Nuveen Core Plus Impact | Reduce -35.3% | 0.03% | −0.03 |
| ANGL Vaneck Fallen Angel High YLD | Reduce -0.7% | 0.06% | −0.03 |
| BKNG Booking Holdings Inc. | Reduce -15.4% | 0.04% | −0.03 |
| BIIB Biogen Inc. | Reduce -5.8% | 0.03% | −0.03 |
| PRU Prudential Financial Inc. | Reduce -11.3% | 0.06% | −0.03 |
| XNQPX Nuveen Pa QLTY Muni Inc. | Reduce -0.8% | 0.06% | −0.02 |
| PAI Western Asset Investment Gra | Reduce -4.9% | 0.05% | −0.02 |
| GUG Guggenheim Active Allocation | Reduce -1.7% | 0.05% | −0.02 |
| INSIGHT SELECT INCOME FUND | Reduce -5.1% | 0.05% | −0.02 |
| JHI John Hancock Investors TR | Reduce -1.7% | 0.05% | −0.02 |
Portfolio Buys Q4 2023 → Q1 2024
| AMZN Amazon.com Inc. | Add +194.2% | 3.28% | +1.93 |
| TSLA Tesla Inc. | Add +5433.5% | 1.33% | +1.28 |
| LOW Lowe's Cos Inc. | Add +684.4% | 1.52% | +1.28 |
| JPM JPMorgan Chase & Co. | Add +70.0% | 2.48% | +0.70 |
| GOOGL Alphabet Inc. Class A | Add +66.9% | 3.36% | +0.68 |
| NVDA Nvidia Corp. | Add +5.8% | 2.29% | +0.58 |
| PGR Progressive Corp. | New | 0.54% | +0.54 |
| LLY Eli Lilly & Co. | Add +263.8% | 0.66% | +0.46 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.45% | +0.45 |
| DE Deere & Co. | New | 0.41% | +0.41 |
| OXY Occidental Petroleum Corp. | Add +241.1% | 0.67% | +0.41 |
| HD Home Depot Inc. | Add +193.3% | 0.69% | +0.38 |
| HCA HCA Healthcare Inc. | New | 0.38% | +0.38 |
| KLAC KLA Corp. | New | 0.37% | +0.37 |
| ITW Illinois Tool Works | New | 0.32% | +0.32 |
| MCD McDonald's Corp. | Add +269.9% | 0.49% | +0.29 |
| UL Unilever PLC | New | 0.28% | +0.28 |
| VTI VG Morningstar TS MKT ETF-US | New | 0.28% | +0.28 |
| STWD Starwood Property Trust Inc. | New | 0.26% | +0.26 |
| MRK Merck & Co. Inc. | Add +69.6% | 0.79% | +0.23 |
| WM Waste Management Inc. | New | 0.23% | +0.23 |
| MA Mastercard Inc. Class A | Add +83.9% | 0.75% | +0.23 |
| CMG Chipotle Mexican Grill Inc. | New | 0.22% | +0.22 |
| ZS Zscaler Inc. | New | 0.20% | +0.20 |
| META Meta Platforms Inc. Class A | Add +19.1% | 1.61% | +0.19 |
| COST Costco Wholesale Corp. | Add +146.7% | 0.40% | +0.19 |
| UNH Unitedhealth Group Inc. | Add +318.5% | 0.28% | +0.18 |
| PG The Procter & Gamble Co. | Add +61.1% | 0.86% | +0.17 |
| NOC Northrop Grumman Corp. | New | 0.16% | +0.16 |
| SNOW Snowflake Inc. | New | 0.16% | +0.16 |
| ABT Abbott Laboratories | Add +133.2% | 0.38% | +0.15 |
| VOO Vanguard S&P 500 ETF | New | 0.15% | +0.15 |
| ADI Analog Devices Inc. | New | 0.14% | +0.14 |
| UPS United Parcel Service Class B | New | 0.14% | +0.14 |
| ROK Rockwell Automation Inc. | Add +285.9% | 0.23% | +0.14 |
| CVX Chevron Corp. | Add +151.0% | 0.30% | +0.14 |
| PANW Palo Alto Networks Inc. | New | 0.14% | +0.14 |
| MSFT Microsoft Corp. | Add +36.4% | 2.32% | +0.13 |
| KO The Coca-Cola Co. | Add +249.1% | 0.21% | +0.13 |
| PAYX Paychex Inc. | New | 0.13% | +0.13 |
| GOOG Alphabet Inc. Class C | Add +109.9% | 0.34% | +0.13 |
| EVR Evercore Inc. Class A | New | 0.12% | +0.12 |
| CSX CSX Corp. | Add +340.0% | 0.16% | +0.11 |
| JNJ Johnson & Johnson | Add +63.3% | 0.89% | +0.11 |
| APD Air Products & Chemicals Inc. | New | 0.11% | +0.11 |
| EMR Emerson Electric Co. | New | 0.10% | +0.10 |
| CAVA Cava Group Inc. | Add +17.1% | 0.43% | +0.10 |
| AMAT Applied Materials Inc. | Add +156.9% | 0.19% | +0.10 |
| COP Conocophillips | New | 0.10% | +0.10 |
| HON Honeywell International Inc. | Add +136.1% | 0.27% | +0.10 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 388 | $963.2M | AAPL, GOOGL, AVGO, ABBV, AMZN |
| Q1 2026 | 368 | $854.0M | AAPL, GOOGL, ABBV, AVGO, AMZN |
| Q4 2025 | 361 | $867.6M | AAPL, GOOGL, AVGO, ABBV, AMZN |
| Q3 2025 | 361 | $842.1M | AAPL, GOOGL, AVGO, ABBV, AMZN |
| Q2 2025 | 350 | $765.2M | AAPL, AVGO, AMZN, GOOGL, ABBV |
| Q1 2025 | 336 | $710.8M | AAPL, ABBV, AMZN, GOOGL, JPM |
| Q4 2024 | 322 | $723.6M | AAPL, GOOGL, AMZN, AVGO, ABBV |
| Q3 2024 | 333 | $758.0M | AAPL, ABBV, GOOGL, AMZN, NVDA |
| Q2 2024 | 318 | $702.8M | AAPL, GOOGL, ABBV, AMZN, NVDA |
| Q1 2024 | 318 | $672.6M | AAPL, ABBV, GOOGL, AMZN, AVGO |