Aviance Capital Partners, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 7, 2025), Aviance Capital Partners, LLC reported 322 stock positions worth $723.6 million. Its top holding was Apple (AAPL) at 9.4% of the portfolio, followed by Alphabet Class A (GOOGL, 4.1%) and Amazon.com (AMZN, 3.8%). Compared with Q3 2024, it opened 15 new positions, sold out of 25, added to 166 and reduced 93. The biggest buy was Apple (AAPL, shares +3%) and the biggest sale Nvidia (NVDA, shares −57%).
- Most Recent 13F
- Q2 2026
- Location
- NAPLES, FL
- CIK
- 0001542383
- Portfolio Value
- $723.6M (Q4 2024)
- SEC Filing
- 0001085146-25-000867 ↗ filed Feb 7, 2025
Holdings Value
Holdings 322 stocks · $723.6M
| AAPL Apple Inc. | 9.45% | 272,983 | $68.4M | Add +2.7% |
| GOOGL Alphabet Inc. Class A | 4.08% | 155,995 | $29.5M | Add +2.8% |
| AMZN Amazon.com Inc. | 3.83% | 126,220 | $27.7M | Add +1.1% |
| AVGO Broadcom Inc. | 3.77% | 117,543 | $27.3M | Reduce -0.5% |
| ABBV Abbvie Inc. | 3.51% | 142,916 | $25.4M | Reduce -0.1% |
| JPM JPMorgan Chase & Co. | 2.74% | 82,665 | $19.8M | Reduce -1.0% |
| MSFT Microsoft Corp. | 2.29% | 39,230 | $16.5M | Add +3.3% |
| META Meta Platforms Inc. Class A | 1.66% | 20,562 | $12.0M | Add +2.8% |
| NVDA Nvidia Corp. | 1.38% | 74,213 | $10.0M | Reduce -57.4% |
| LOW Lowe's Cos Inc. | 1.37% | 40,170 | $9.9M | Reduce -0.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 1.32% | 14 | $9.5M | No change |
| BLK BlackRock Inc. | 1.27% | 8,934 | $9.2M | Reduce -49.4% |
| TRV The Travelers Cos Inc. | 1.23% | 37,076 | $8.9M | Add +2.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.16% | 18,573 | $8.4M | Add +0.3% |
| AMGN Amgen Inc. | 1.15% | 32,052 | $8.4M | Add +0.7% |
| CVCO Cavco Industries Inc. | 1.15% | 18,569 | $8.3M | Add +7.2% |
| LIN Linde PLC | 1.11% | 19,130 | $8.0M | Add +1.4% |
| LMT Lockheed Martin Corp. | 1.08% | 16,149 | $7.8M | Add +2.7% |
| TMO Thermo Fisher Scientific Inc. | 0.98% | 13,582 | $7.1M | Add +1.9% |
| LRCX Lam Research Corp. | 0.97% | 97,569 | $7.0M | Reduce -8.9% |
| XOM Exxon Mobil Corp. | 0.96% | 64,491 | $6.9M | Add +3.8% |
| SCHW Schwab (charles) Corp. | 0.93% | 90,932 | $6.7M | Add +1.6% |
| V Visa Inc. Class A | 0.90% | 20,648 | $6.5M | Reduce -6.7% |
| PG The Procter & Gamble Co. | 0.84% | 36,293 | $6.1M | Add +2.3% |
| JNJ Johnson & Johnson | 0.81% | 40,507 | $5.9M | Add +5.1% |
| KNX Knight-Swift Transportation | 0.76% | 104,340 | $5.5M | Add +3.6% |
| MA Mastercard Inc. Class A | 0.76% | 10,442 | $5.5M | Add +2.1% |
| ASO Academy Sports & Outdoors Inc. | 0.75% | 94,257 | $5.4M | Add +25.9% |
| CPAY Corpay Inc. | 0.75% | 16,023 | $5.4M | Reduce -20.6% |
| CSCO Cisco Systems Inc. | 0.74% | 90,705 | $5.4M | Add +3.2% |
| HD Home Depot Inc. | 0.71% | 13,209 | $5.1M | Add +3.9% |
| CI The Cigna Group | 0.71% | 18,549 | $5.1M | Add +1.7% |
| ZTS Zoetis Inc. | 0.69% | 30,834 | $5.0M | Add +3.4% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.64% | 185,114 | $4.6M | Add +1.6% |
| AXP American Express Co. | 0.61% | 14,880 | $4.4M | Add +2.0% |
| BA The Boeing Co. | 0.61% | 24,789 | $4.4M | Reduce -0.8% |
| BOND PIMCO Active Bond Exchange-T | 0.59% | 47,482 | $4.3M | Add +3.8% |
| PGR Progressive Corp. | 0.57% | 17,264 | $4.1M | Reduce -1.1% |
| MRK Merck & Co. Inc. | 0.55% | 39,720 | $4.0M | Reduce -1.2% |
| STZ Constellation Brands Inc. Class A | 0.53% | 17,511 | $3.9M | Add +4.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.53% | 34,605 | $3.9M | Add +3.7% |
| PFE Pfizer Inc. | 0.51% | 139,276 | $3.7M | Add +57.3% |
| SCHP Schwab U.S. Tips ETF | 0.50% | 140,329 | $3.6M | Reduce -2.5% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.50% | 39,364 | $3.6M | Add +56.8% |
| DFSV Dimensional US Small Cap Val | 0.47% | 111,151 | $3.4M | Add +4.3% |
| COST Costco Wholesale Corp. | 0.46% | 3,660 | $3.4M | Reduce -48.9% |
| HCA HCA Healthcare Inc. | 0.46% | 11,097 | $3.3M | Add +45.5% |
| GS Goldman Sachs Group Inc. | 0.46% | 5,771 | $3.3M | Reduce -0.1% |
| GOOG Alphabet Inc. Class C | 0.45% | 17,122 | $3.3M | Add +4.7% |
| AMP Ameriprise Financial Inc. | 0.45% | 6,100 | $3.2M | Add +1.7% |
| CHTR Charter Communications Inc. Class A | 0.43% | 9,044 | $3.1M | Add +7.2% |
| ENVA Enova International Inc. | 0.42% | 31,909 | $3.1M | Reduce -0.8% |
| OEF iShares S&P 100 ETF | 0.42% | 10,548 | $3.0M | Reduce -3.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.42% | 5,910 | $3.0M | Reduce -3.8% |
| UNM Unum Group | 0.42% | 41,351 | $3.0M | Add +10.3% |
| DFAT Dimensional US Target Value | 0.41% | 53,244 | $3.0M | Add +7.0% |
| MCD McDonald's Corp. | 0.41% | 10,158 | $2.9M | Reduce -13.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.40% | 4,915 | $2.9M | Reduce -4.0% |
| BX Blackstone Inc. | 0.39% | 16,500 | $2.8M | Reduce -1.7% |
| COF Capital One Financial Corp. | 0.39% | 15,897 | $2.8M | Add +7.5% |
| FDX FedEx Corp. | 0.39% | 9,920 | $2.8M | Add +11.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.38% | 9,457 | $2.7M | Add +23.9% |
| ADP Automatic Data Processing | 0.38% | 9,279 | $2.7M | Reduce -1.3% |
| WMT Walmart Inc. | 0.37% | 29,873 | $2.7M | Reduce -9.2% |
| PEP Pepsico Inc. | 0.37% | 17,595 | $2.7M | Add +6.3% |
| SWKS Skyworks Solutions Inc. | 0.37% | 29,920 | $2.7M | Add +6.6% |
| ABT Abbott Laboratories | 0.36% | 22,951 | $2.6M | Add +0.2% |
| SFM Sprouts Farmers Market Inc. | 0.36% | 20,365 | $2.6M | Add +5.4% |
| CMCSA Comcast Corp. Class A | 0.36% | 68,856 | $2.6M | Add +7.1% |
| VIG Vanguard Dividend Apprec ETF | 0.34% | 12,693 | $2.5M | Reduce -1.4% |
| COP Conocophillips | 0.34% | 25,049 | $2.5M | Add +10.2% |
| DE Deere & Co. | 0.34% | 5,852 | $2.5M | Reduce -0.8% |
| MINT PIMCO Enhanced Short Maturit | 0.33% | 23,730 | $2.4M | Add +5.7% |
| LULU Lululemon Athletica Inc. | 0.31% | 5,836 | $2.2M | Add +0.5% |
| PULS Pgim Ultra Short Bond ETF | 0.31% | 44,808 | $2.2M | Add +31.5% |
| CVX Chevron Corp. | 0.31% | 15,289 | $2.2M | Add +7.2% |
| DFAC Dimensional US Core Equity 2 | 0.30% | 62,364 | $2.2M | Reduce -1.9% |
| DISV Dimensional International SM | 0.30% | 80,747 | $2.1M | Reduce -0.4% |
| LYB Lyondellbasell Indu Class A | 0.29% | 28,399 | $2.1M | Add +102.7% |
| DFIV Dimensional International Va | 0.29% | 58,824 | $2.1M | Add +2.1% |
| ITW Illinois Tool Works | 0.28% | 8,100 | $2.1M | No change |
| BMY Bristol-Myers Squibb Co. | 0.28% | 36,018 | $2.0M | Add +4.7% |
| HON Honeywell International Inc. | 0.28% | 8,974 | $2.0M | Add +1.1% |
| KLAC KLA Corp. | 0.28% | 3,162 | $2.0M | Add +1.6% |
| TOL Toll Brothers Inc. | 0.27% | 15,724 | $2.0M | Add +4.3% |
| MTCH Match Group Inc. | 0.27% | 60,512 | $2.0M | Add +5.5% |
| UNP Union Pacific Corp. | 0.27% | 8,612 | $2.0M | No change |
| GILD Gilead Sciences Inc. | 0.27% | 20,902 | $1.9M | Add +12.3% |
| LLY Eli Lilly & Co. | 0.27% | 2,497 | $1.9M | Reduce -63.9% |
| IVV iShares Core S&P 500 ETF | 0.26% | 3,209 | $1.9M | Add +0.3% |
| VOO Vanguard S&P 500 ETF | 0.25% | 3,338 | $1.8M | Add +4.1% |
| XYZ Block Inc. | 0.25% | 21,004 | $1.8M | Add +4.6% |
| TAP Molson Coors Beverage Co. Class B | 0.24% | 30,884 | $1.8M | Add +10.0% |
| STWD Starwood Property Trust Inc. | 0.24% | 92,350 | $1.8M | Add +2.0% |
| CSQ Calamos Strat TTL RTRN FND | 0.24% | 97,937 | $1.7M | Reduce -0.8% |
| PDCO Patterson Cos Inc. | 0.24% | 56,169 | $1.7M | Add +37.9% |
| AGG iShares Core U.S. Aggregate | 0.24% | 17,752 | $1.7M | Add +3.1% |
| AMLP Alerian MLP ETF | 0.23% | 34,902 | $1.7M | Reduce -1.0% |
| VZ Verizon Communications Inc. | 0.22% | 40,701 | $1.6M | Add +1.9% |
| OMF Onemain Holdings Inc. | 0.22% | 31,179 | $1.6M | Add +7.4% |
Portfolio Sells Q3 2024 → Q4 2024
| NVDA Nvidia Corp. | Reduce -57.4% | 1.38% | −1.42 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −1.13 |
| CAVA Cava Group Inc. | Sold out | 0.00% | −0.74 |
| LLY Eli Lilly & Co. | Reduce -63.9% | 0.27% | −0.54 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.46 |
| COST Costco Wholesale Corp. | Reduce -48.9% | 0.46% | −0.37 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.37 |
| SPOT Spotify Technology SA | Sold out | 0.00% | −0.34 |
| TTD Trade Desk Inc./the Class A | Sold out | 0.00% | −0.25 |
| ANET Arista Networks Inc. | Sold out | 0.00% | −0.25 |
| PAA Plains All Amer Pipeline LP | Reduce -76.9% | 0.07% | −0.23 |
| ARKW ARK Next Generation Technolo | Sold out | 0.00% | −0.22 |
| ABBV Abbvie Inc. | Reduce -0.1% | 3.51% | −0.22 |
| DUK Duke Energy Corp. | Reduce -64.7% | 0.10% | −0.20 |
| ZS Zscaler Inc. | Sold out | 0.00% | −0.18 |
| LRCX Lam Research Corp. | Reduce -8.9% | 0.97% | −0.18 |
| SH Proshares Short S&P500 | Reduce -81.7% | 0.04% | −0.17 |
| OXY Occidental Petroleum Corp. | Reduce -51.3% | 0.16% | −0.16 |
| CRM Salesforce Inc. | Reduce -72.7% | 0.09% | −0.16 |
| GLW Corning Inc. | Reduce -73.1% | 0.06% | −0.13 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -32.3% | 0.14% | −0.13 |
| LH Labcorp Holdings Inc. | Sold out | 0.00% | −0.13 |
| IVZ Invesco Ltd. | Reduce -81.2% | 0.03% | −0.13 |
| BNY Bank of New York Mellon Corp. | Sold out | 0.00% | −0.10 |
| PLTR Palantir Technologies Inc. Class A | Sold out | 0.00% | −0.09 |
| CPAY Corpay Inc. | Reduce -20.6% | 0.75% | −0.08 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.08 |
| MO Altria Group Inc. | Reduce -31.6% | 0.20% | −0.07 |
| LOW Lowe's Cos Inc. | Reduce -0.2% | 1.37% | −0.07 |
| MCD McDonald's Corp. | Reduce -13.7% | 0.41% | −0.07 |
| MRK Merck & Co. Inc. | Reduce -1.2% | 0.55% | −0.06 |
| VRTX Vertex Pharmaceuticals Inc. | Sold out | 0.00% | −0.05 |
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −0.03 |
| UNH Unitedhealth Group Inc. | Reduce -3.9% | 0.21% | −0.03 |
| BLBD Blue Bird Corp. | Sold out | 0.00% | −0.03 |
| VIRT Virtu Financial Inc. Class A | Sold out | 0.00% | −0.03 |
| ADMA Adma Biologics Inc. | Sold out | 0.00% | −0.03 |
| XLV SS Health Care Select Sector | Sold out | 0.00% | −0.03 |
| INTC Intel Corp. | Sold out | 0.00% | −0.03 |
| IJK iShares S&P Mid-Cap 400 Grow | Sold out | 0.00% | −0.03 |
| BAX Baxter International Inc. | Sold out | 0.00% | −0.03 |
| DFP Flaherty & Crumrine DYN Pref | Sold out | 0.00% | −0.03 |
| MTUM iShares MSCI USA Momentum Fa | Sold out | 0.00% | −0.03 |
| MDLZ Mondelez International Inc. Class A | Sold out | 0.00% | −0.03 |
| THQ Abrdn Healthcare Opport | Reduce -0.7% | 0.21% | −0.03 |
| WFC Wells Fargo & Co. | Reduce -48.5% | 0.05% | −0.03 |
| UL Unilever PLC | Reduce -2.0% | 0.21% | −0.02 |
| CSX CSX Corp. | Reduce -13.9% | 0.13% | −0.02 |
| DHR Danaher Corp. | Reduce -5.7% | 0.10% | −0.02 |
| GRX Gabelli Healthcare & Well | Reduce -4.0% | 0.17% | −0.02 |
Portfolio Buys Q3 2024 → Q4 2024
| AAPL Apple Inc. | Add +2.7% | 9.45% | +1.28 |
| GOOGL Alphabet Inc. Class A | Add +2.8% | 4.08% | +0.76 |
| AMZN Amazon.com Inc. | Add +1.1% | 3.83% | +0.76 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +56.8% | 0.50% | +0.19 |
| ASO Academy Sports & Outdoors Inc. | Add +25.9% | 0.75% | +0.17 |
| PFE Pfizer Inc. | Add +57.3% | 0.51% | +0.17 |
| CVCO Cavco Industries Inc. | Add +7.2% | 1.15% | +0.17 |
| SCHW Schwab (charles) Corp. | Add +1.6% | 0.93% | +0.17 |
| META Meta Platforms Inc. Class A | Add +2.8% | 1.66% | +0.15 |
| MSFT Microsoft Corp. | Add +3.3% | 2.29% | +0.13 |
| CSCO Cisco Systems Inc. | Add +3.2% | 0.74% | +0.12 |
| UNM Unum Group | Add +10.3% | 0.42% | +0.12 |
| PDCO Patterson Cos Inc. | Add +37.9% | 0.24% | +0.12 |
| LYB Lyondellbasell Indu Class A | Add +102.7% | 0.29% | +0.11 |
| TRV The Travelers Cos Inc. | Add +2.0% | 1.23% | +0.11 |
| DIS The Walt Disney Co. | Add +3.7% | 0.53% | +0.11 |
| LULU Lululemon Athletica Inc. | Add +0.5% | 0.31% | +0.10 |
| COF Capital One Financial Corp. | Add +7.5% | 0.39% | +0.10 |
| OZK Bank Ozk | New | 0.09% | +0.09 |
| MA Mastercard Inc. Class A | Add +2.1% | 0.76% | +0.09 |
| VTI VG Morningstar TS MKT ETF-US | Add +23.9% | 0.38% | +0.09 |
| GOOG Alphabet Inc. Class C | Add +4.7% | 0.45% | +0.09 |
| AXP American Express Co. | Add +2.0% | 0.61% | +0.09 |
| ATKR Atkore Inc. | New | 0.09% | +0.09 |
| PULS Pgim Ultra Short Bond ETF | Add +31.5% | 0.31% | +0.08 |
| APP AppLovin Corp. Class A | Add +28.6% | 0.12% | +0.08 |
| AMP Ameriprise Financial Inc. | Add +1.7% | 0.45% | +0.08 |
| SFM Sprouts Farmers Market Inc. | Add +5.4% | 0.36% | +0.08 |
| CLS Celestica Inc. | Add +12.0% | 0.14% | +0.08 |
| CBRL Cracker Barrel Old Country | Add +32.9% | 0.19% | +0.07 |
| XYZ Block Inc. | Add +4.6% | 0.25% | +0.07 |
| CHTR Charter Communications Inc. Class A | Add +7.2% | 0.43% | +0.07 |
| TSLA Tesla Inc. | New | 0.07% | +0.07 |
| FDX FedEx Corp. | Add +11.1% | 0.39% | +0.06 |
| NTRS Northern Trust Corp. | Add +21.6% | 0.20% | +0.06 |
| GILD Gilead Sciences Inc. | Add +12.3% | 0.27% | +0.06 |
| ROKU Roku Inc. | Add +37.6% | 0.19% | +0.06 |
| RMR RMR Group Inc./the - A | New | 0.05% | +0.05 |
| HCA HCA Healthcare Inc. | Add +45.5% | 0.46% | +0.05 |
| FLWS 1-800-Flowers.com Inc. Class A | Add +20.9% | 0.22% | +0.05 |
| KNX Knight-Swift Transportation | Add +3.6% | 0.76% | +0.05 |
| BMY Bristol-Myers Squibb Co. | Add +4.7% | 0.28% | +0.05 |
| CRDO Credo Technology Group Holdi | New | 0.05% | +0.05 |
| CAKE The Cheesecake Factory Inc. | Add +22.6% | 0.14% | +0.05 |
| SCHF Schwab Intl Equity ETF | New | 0.05% | +0.05 |
| DFAT Dimensional US Target Value | Add +7.0% | 0.41% | +0.04 |
| OMF Onemain Holdings Inc. | Add +7.4% | 0.22% | +0.04 |
| DFSV Dimensional US Small Cap Val | Add +4.3% | 0.47% | +0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.3% | 1.16% | +0.04 |
| HON Honeywell International Inc. | Add +1.1% | 0.28% | +0.04 |
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 |