Aviance Capital Partners, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 29, 2025), Aviance Capital Partners, LLC reported 336 stock positions worth $710.8 million. Its top holding was Apple (AAPL) at 8.4% of the portfolio, followed by Abbvie (ABBV, 4.2%) and Amazon.com (AMZN, 3.5%). Compared with Q4 2024, it opened 27 new positions, sold out of 13, added to 142 and reduced 111. The biggest buy was Abbvie (ABBV, shares +0%) and the biggest sale Broadcom (AVGO, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- NAPLES, FL
- CIK
- 0001542383
- Portfolio Value
- $710.8M (Q1 2025)
- SEC Filing
- 0001085146-25-002406 ↗ filed Apr 29, 2025
Holdings Value
Holdings 336 stocks · $710.8M
| AAPL Apple Inc. | 8.42% | 269,394 | $59.8M | Reduce -1.3% |
| ABBV Abbvie Inc. | 4.22% | 143,303 | $30.0M | Add +0.3% |
| AMZN Amazon.com Inc. | 3.51% | 131,229 | $25.0M | Add +4.0% |
| GOOGL Alphabet Inc. Class A | 3.39% | 155,851 | $24.1M | Reduce -0.1% |
| JPM JPMorgan Chase & Co. | 2.86% | 82,900 | $20.3M | Add +0.3% |
| AVGO Broadcom Inc. | 2.67% | 113,229 | $19.0M | Reduce -3.7% |
| MSFT Microsoft Corp. | 2.10% | 39,718 | $14.9M | Add +1.2% |
| META Meta Platforms Inc. Class A | 1.82% | 22,412 | $12.9M | Add +9.0% |
| BRK.A Berkshire Hathaway Inc. Class A | 1.57% | 14 | $11.2M | No change |
| AMGN Amgen Inc. | 1.43% | 32,639 | $10.2M | Add +1.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.39% | 18,606 | $9.9M | Add +0.2% |
| TRV The Travelers Cos Inc. | 1.37% | 36,845 | $9.7M | Reduce -0.6% |
| LIN Linde PLC | 1.18% | 17,942 | $8.4M | Reduce -6.2% |
| XOM Exxon Mobil Corp. | 1.10% | 65,793 | $7.8M | Add +2.0% |
| BLK BlackRock Inc. | 1.09% | 8,219 | $7.8M | Reduce -8.0% |
| V Visa Inc. Class A | 1.04% | 21,166 | $7.4M | Add +2.5% |
| LMT Lockheed Martin Corp. | 1.03% | 16,427 | $7.3M | Add +1.7% |
| SCHW Schwab (charles) Corp. | 1.02% | 92,775 | $7.3M | Add +2.0% |
| CVCO Cavco Industries Inc. | 1.01% | 13,752 | $7.1M | Reduce -25.9% |
| LOW Lowe's Cos Inc. | 0.98% | 29,930 | $7.0M | Reduce -25.5% |
| TMO Thermo Fisher Scientific Inc. | 0.98% | 14,019 | $7.0M | Add +3.2% |
| NVDA Nvidia Corp. | 0.97% | 63,865 | $6.9M | Reduce -13.9% |
| JNJ Johnson & Johnson | 0.92% | 39,620 | $6.6M | Reduce -2.2% |
| CI The Cigna Group | 0.89% | 19,255 | $6.3M | Add +3.8% |
| PG The Procter & Gamble Co. | 0.86% | 36,058 | $6.1M | Reduce -0.7% |
| LRCX Lam Research Corp. | 0.84% | 82,403 | $6.0M | Reduce -15.5% |
| CSCO Cisco Systems Inc. | 0.82% | 94,758 | $5.8M | Add +4.5% |
| MA Mastercard Inc. Class A | 0.81% | 10,522 | $5.8M | Add +0.8% |
| ZTS Zoetis Inc. | 0.76% | 32,656 | $5.4M | Add +5.9% |
| ASO Academy Sports & Outdoors Inc. | 0.75% | 116,491 | $5.3M | Add +23.6% |
| PGR Progressive Corp. | 0.71% | 17,868 | $5.1M | Add +3.5% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.70% | 197,234 | $5.0M | Add +6.5% |
| CPAY Corpay Inc. | 0.68% | 13,880 | $4.8M | Reduce -13.4% |
| BOND PIMCO Active Bond Exchange-T | 0.68% | 52,238 | $4.8M | Add +10.0% |
| KNX Knight-Swift Transportation | 0.68% | 110,932 | $4.8M | Add +6.3% |
| UBER Uber Technologies Inc. | 0.65% | 63,286 | $4.6M | Add +921.1% |
| HCA HCA Healthcare Inc. | 0.63% | 12,982 | $4.5M | Add +17.0% |
| BA The Boeing Co. | 0.59% | 24,546 | $4.2M | Reduce -1.0% |
| SCHP Schwab U.S. Tips ETF | 0.59% | 154,945 | $4.2M | Add +10.4% |
| HD Home Depot Inc. | 0.58% | 11,283 | $4.1M | Reduce -14.6% |
| AXP American Express Co. | 0.55% | 14,530 | $3.9M | Reduce -2.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.51% | 37,001 | $3.7M | Add +6.9% |
| MRK Merck & Co. Inc. | 0.50% | 39,695 | $3.6M | Reduce -0.1% |
| CHTR Charter Communications Inc. Class A | 0.50% | 9,595 | $3.5M | Add +6.1% |
| COST Costco Wholesale Corp. | 0.49% | 3,685 | $3.5M | Add +0.7% |
| STZ Constellation Brands Inc. Class A | 0.48% | 18,648 | $3.4M | Add +6.5% |
| ADBE Adobe Inc. | 0.45% | 8,367 | $3.2M | Add +144.0% |
| GS Goldman Sachs Group Inc. | 0.45% | 5,796 | $3.2M | Add +0.4% |
| MCD McDonald's Corp. | 0.44% | 10,123 | $3.2M | Reduce -0.3% |
| DFSV Dimensional US Small Cap Val | 0.44% | 111,272 | $3.1M | Add +0.1% |
| ABT Abbott Laboratories | 0.43% | 23,213 | $3.1M | Add +1.1% |
| DFAT Dimensional US Target Value | 0.42% | 58,436 | $3.0M | Add +9.8% |
| MINT PIMCO Enhanced Short Maturit | 0.42% | 29,826 | $3.0M | Add +25.7% |
| AMP Ameriprise Financial Inc. | 0.41% | 6,000 | $2.9M | Reduce -1.6% |
| PULS Pgim Ultra Short Bond ETF | 0.40% | 57,525 | $2.9M | Add +28.4% |
| OEF iShares S&P 100 ETF | 0.40% | 10,548 | $2.9M | No change |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.40% | 30,912 | $2.8M | Reduce -21.5% |
| ADP Automatic Data Processing | 0.40% | 9,279 | $2.8M | No change |
| GOOG Alphabet Inc. Class C | 0.39% | 17,736 | $2.8M | Add +3.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.38% | 5,759 | $2.7M | Reduce -2.5% |
| DE Deere & Co. | 0.38% | 5,727 | $2.7M | Reduce -2.1% |
| COP Conocophillips | 0.38% | 25,445 | $2.7M | Add +1.6% |
| UNM Unum Group | 0.37% | 32,136 | $2.6M | Reduce -22.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.37% | 4,670 | $2.6M | Reduce -5.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.37% | 9,485 | $2.6M | Add +0.3% |
| WMT Walmart Inc. | 0.36% | 29,538 | $2.6M | Reduce -1.1% |
| PEP Pepsico Inc. | 0.36% | 17,008 | $2.6M | Reduce -3.3% |
| ENVA Enova International Inc. | 0.36% | 26,369 | $2.5M | Reduce -17.4% |
| COF Capital One Financial Corp. | 0.36% | 14,091 | $2.5M | Reduce -11.4% |
| PFE Pfizer Inc. | 0.36% | 99,695 | $2.5M | Reduce -28.4% |
| CMCSA Comcast Corp. Class A | 0.35% | 67,866 | $2.5M | Reduce -1.4% |
| VIG Vanguard Dividend Apprec ETF | 0.35% | 12,706 | $2.5M | Add +0.1% |
| LYB Lyondellbasell Indu Class A | 0.35% | 34,973 | $2.5M | Add +23.1% |
| DFIV Dimensional International Va | 0.34% | 62,172 | $2.4M | Add +5.7% |
| FDX FedEx Corp. | 0.34% | 9,888 | $2.4M | Reduce -0.3% |
| CVX Chevron Corp. | 0.34% | 14,371 | $2.4M | Reduce -6.0% |
| DISV Dimensional International SM | 0.33% | 80,791 | $2.4M | Add +0.1% |
| BMY Bristol-Myers Squibb Co. | 0.31% | 36,704 | $2.2M | Add +1.9% |
| MTCH Match Group Inc. | 0.30% | 69,206 | $2.2M | Add +14.4% |
| TOL Toll Brothers Inc. | 0.29% | 19,398 | $2.0M | Add +23.4% |
| LLY Eli Lilly & Co. | 0.29% | 2,461 | $2.0M | Reduce -1.4% |
| UNP Union Pacific Corp. | 0.28% | 8,555 | $2.0M | Reduce -0.7% |
| DFAC Dimensional US Core Equity 2 | 0.28% | 61,152 | $2.0M | Reduce -1.9% |
| ITW Illinois Tool Works | 0.28% | 8,100 | $2.0M | No change |
| VZ Verizon Communications Inc. | 0.27% | 42,119 | $1.9M | Add +3.5% |
| AGG iShares Core U.S. Aggregate | 0.27% | 19,304 | $1.9M | Add +8.7% |
| HON Honeywell International Inc. | 0.27% | 8,969 | $1.9M | Reduce -0.1% |
| STWD Starwood Property Trust Inc. | 0.26% | 94,875 | $1.9M | Add +2.7% |
| TAP Molson Coors Beverage Co. Class B | 0.26% | 30,776 | $1.9M | Reduce -0.3% |
| DINO HF Sinclair Corp. | 0.26% | 56,897 | $1.9M | Add +82.1% |
| AMLP Alerian MLP ETF | 0.25% | 34,828 | $1.8M | Reduce -0.2% |
| IVV iShares Core S&P 500 ETF | 0.25% | 3,218 | $1.8M | Add +0.3% |
| VOO Vanguard S&P 500 ETF | 0.25% | 3,413 | $1.8M | Add +2.3% |
| THQ Abrdn Healthcare Opport | 0.24% | 82,976 | $1.7M | Add +1.8% |
| ICSH iShares Ultra Short Duration | 0.24% | 33,768 | $1.7M | Add +15.1% |
| WM Waste Management Inc. | 0.24% | 7,339 | $1.7M | Reduce -0.7% |
| KO The Coca-Cola Co. | 0.24% | 23,694 | $1.7M | Reduce -1.2% |
| LULU Lululemon Athletica Inc. | 0.24% | 5,912 | $1.7M | Add +1.3% |
| GRX Gabelli Healthcare & Well | 0.24% | 165,884 | $1.7M | Add +33.6% |
| OMF Onemain Holdings Inc. | 0.23% | 33,887 | $1.7M | Add +8.7% |
Portfolio Sells Q4 2024 → Q1 2025
| AVGO Broadcom Inc. | Reduce -3.7% | 2.67% | −1.10 |
| AAPL Apple Inc. | Reduce -1.3% | 8.42% | −1.03 |
| GOOGL Alphabet Inc. Class A | Reduce -0.1% | 3.39% | −0.69 |
| NVDA Nvidia Corp. | Reduce -13.9% | 0.97% | −0.40 |
| LOW Lowe's Cos Inc. | Reduce -25.5% | 0.98% | −0.39 |
| SWKS Skyworks Solutions Inc. | Reduce -78.2% | 0.06% | −0.31 |
| SFM Sprouts Farmers Market Inc. | Reduce -75.7% | 0.11% | −0.25 |
| PDCO Patterson Cos Inc. | Sold out | 0.00% | −0.24 |
| FLWS 1-800-Flowers.com Inc. Class A | Reduce -92.2% | 0.01% | −0.20 |
| BX Blackstone Inc. | Reduce -36.2% | 0.21% | −0.19 |
| GILD Gilead Sciences Inc. | Reduce -75.0% | 0.08% | −0.18 |
| BLK BlackRock Inc. | Reduce -8.0% | 1.09% | −0.17 |
| PFE Pfizer Inc. | Reduce -28.4% | 0.36% | −0.16 |
| ROKU Roku Inc. | Reduce -73.7% | 0.05% | −0.14 |
| CVCO Cavco Industries Inc. | Reduce -25.9% | 1.01% | −0.14 |
| LRCX Lam Research Corp. | Reduce -15.5% | 0.84% | −0.13 |
| HD Home Depot Inc. | Reduce -14.6% | 0.58% | −0.13 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -21.5% | 0.40% | −0.10 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.08 |
| PNC PNC Financial Services Group | Sold out | 0.00% | −0.08 |
| APP AppLovin Corp. Class A | Reduce -53.4% | 0.04% | −0.07 |
| CPAY Corpay Inc. | Reduce -13.4% | 0.68% | −0.07 |
| AMAT Applied Materials Inc. | Reduce -39.9% | 0.08% | −0.07 |
| OXY Occidental Petroleum Corp. | Reduce -42.8% | 0.09% | −0.07 |
| ENVA Enova International Inc. | Reduce -17.4% | 0.36% | −0.06 |
| AXP American Express Co. | Reduce -2.4% | 0.55% | −0.06 |
| GLW Corning Inc. | Sold out | 0.00% | −0.06 |
| UNM Unum Group | Reduce -22.3% | 0.37% | −0.05 |
| FDX FedEx Corp. | Reduce -0.3% | 0.34% | −0.05 |
| MRK Merck & Co. Inc. | Reduce -0.1% | 0.50% | −0.04 |
| KLAC KLA Corp. | Reduce -23.2% | 0.23% | −0.04 |
| INSIGHT SELECT INCOME FUND | Sold out | 0.00% | −0.04 |
| AMP Ameriprise Financial Inc. | Reduce -1.6% | 0.41% | −0.04 |
| SH Proshares Short S&P500 | Sold out | 0.00% | −0.04 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -2.5% | 0.38% | −0.04 |
| COF Capital One Financial Corp. | Reduce -11.4% | 0.36% | −0.04 |
| IGSB iShares 1-5Y Inv Grade Corp. | Sold out | 0.00% | −0.03 |
| CAT Caterpillar Inc. | Sold out | 0.00% | −0.03 |
| IVZ Invesco Ltd. | Sold out | 0.00% | −0.03 |
| NTRS Northern Trust Corp. | Reduce -13.5% | 0.17% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -5.0% | 0.37% | −0.03 |
| ORCL Oracle Corp. | Reduce -5.4% | 0.12% | −0.03 |
| PSA Public Storage | Sold out | 0.00% | −0.03 |
| CDW CDW Corp. | Sold out | 0.00% | −0.03 |
| EVR Evercore Inc. Class A | Reduce -0.9% | 0.07% | −0.03 |
| MS Morgan Stanley | Sold out | 0.00% | −0.03 |
| ADI Analog Devices Inc. | Reduce -19.4% | 0.09% | −0.02 |
| PAA Plains All Amer Pipeline LP | Reduce -42.0% | 0.05% | −0.02 |
| OGN Organon & Co. | Sold out | 0.00% | −0.02 |
| EMR Emerson Electric Co. | Reduce -8.6% | 0.09% | −0.02 |
Portfolio Buys Q4 2024 → Q1 2025
| ABBV Abbvie Inc. | Add +0.3% | 4.22% | +0.71 |
| UBER Uber Technologies Inc. | Add +921.1% | 0.65% | +0.60 |
| AMGN Amgen Inc. | Add +1.8% | 1.43% | +0.28 |
| ADBE Adobe Inc. | Add +144.0% | 0.45% | +0.24 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.2% | 1.39% | +0.23 |
| CI The Cigna Group | Add +3.8% | 0.89% | +0.18 |
| NFLX Netflix Inc. | Add +528.9% | 0.21% | +0.17 |
| HCA HCA Healthcare Inc. | Add +17.0% | 0.63% | +0.17 |
| META Meta Platforms Inc. Class A | Add +9.0% | 1.82% | +0.15 |
| DFUS Dimensional US Eq MKT ETF | New | 0.14% | +0.14 |
| XOM Exxon Mobil Corp. | Add +2.0% | 1.10% | +0.14 |
| V Visa Inc. Class A | Add +2.5% | 1.04% | +0.14 |
| PGR Progressive Corp. | Add +3.5% | 0.71% | +0.14 |
| UHS Universal Health Services-B | New | 0.13% | +0.13 |
| JPM JPMorgan Chase & Co. | Add +0.3% | 2.86% | +0.12 |
| BG Bunge Global SA | New | 0.12% | +0.12 |
| FMC FMC Corp. | New | 0.12% | +0.12 |
| SYF Synchrony Financial | New | 0.12% | +0.12 |
| DINO HF Sinclair Corp. | Add +82.1% | 0.26% | +0.11 |
| LOB Live Oak Bancshares Inc. | New | 0.11% | +0.11 |
| OZK Bank Ozk | Add +118.8% | 0.21% | +0.11 |
| TGT Target Corp. | Add +239.4% | 0.17% | +0.11 |
| PULS Pgim Ultra Short Bond ETF | Add +28.4% | 0.40% | +0.10 |
| MINT PIMCO Enhanced Short Maturit | Add +25.7% | 0.42% | +0.09 |
| SCHW Schwab (charles) Corp. | Add +2.0% | 1.02% | +0.09 |
| NBBK NB Bancorp Inc. | New | 0.09% | +0.09 |
| BOND PIMCO Active Bond Exchange-T | Add +10.0% | 0.68% | +0.09 |
| SCHP Schwab U.S. Tips ETF | Add +10.4% | 0.59% | +0.09 |
| CSCO Cisco Systems Inc. | Add +4.5% | 0.82% | +0.08 |
| IWB iShares Russell 1000 ETF | New | 0.08% | +0.08 |
| ABT Abbott Laboratories | Add +1.1% | 0.43% | +0.07 |
| RMR RMR Group Inc./the - A | Add +187.7% | 0.13% | +0.07 |
| GRX Gabelli Healthcare & Well | Add +33.6% | 0.24% | +0.07 |
| CHTR Charter Communications Inc. Class A | Add +6.1% | 0.50% | +0.07 |
| ET Energy Transfer LP | New | 0.07% | +0.07 |
| ZTS Zoetis Inc. | Add +5.9% | 0.76% | +0.06 |
| VT Vanguard Tot World STK ETF | New | 0.06% | +0.06 |
| IBDQ iShares Ibonds Dec 2025 Term | Add +6.5% | 0.70% | +0.06 |
| DFIV Dimensional International Va | Add +5.7% | 0.34% | +0.06 |
| LYB Lyondellbasell Indu Class A | Add +23.1% | 0.35% | +0.05 |
| MEI Methode Electronics Inc. | Add +188.3% | 0.15% | +0.05 |
| FAD First Trust Multi Cap Growth | New | 0.05% | +0.05 |
| KIO KKR Income Opportunities | New | 0.05% | +0.05 |
| MA Mastercard Inc. Class A | Add +0.8% | 0.81% | +0.05 |
| ATKR Atkore Inc. | Add +109.5% | 0.13% | +0.05 |
| XSMO Invesco S&P Smallcap Momentu | New | 0.05% | +0.05 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | New | 0.04% | +0.04 |
| DFUV Dimensional US Marketwide Va | New | 0.04% | +0.04 |
| VZ Verizon Communications Inc. | Add +3.5% | 0.27% | +0.04 |
| LDUR PIMCO Enhanced Low Duration | Add +51.1% | 0.12% | +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 |