Aviance Capital Partners, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 5, 2025), Aviance Capital Partners, LLC reported 350 stock positions worth $765.2 million. Its top holding was Apple (AAPL) at 7.1% of the portfolio, followed by Broadcom (AVGO, 4.1%) and Amazon.com (AMZN, 3.8%). Compared with Q1 2025, it opened 21 new positions, sold out of 7, added to 161 and reduced 89. The biggest buy was Broadcom (AVGO, shares +0%) and the biggest sale Apple (AAPL, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- NAPLES, FL
- CIK
- 0001542383
- Portfolio Value
- $765.2M (Q2 2025)
- SEC Filing
- 0001085146-25-004506 ↗ filed Aug 5, 2025
Holdings Value
Holdings 350 stocks · $765.2M
| AAPL Apple Inc. | 7.12% | 265,410 | $54.5M | Reduce -1.5% |
| AVGO Broadcom Inc. | 4.09% | 113,627 | $31.3M | Add +0.3% |
| AMZN Amazon.com Inc. | 3.78% | 131,955 | $28.9M | Add +0.6% |
| GOOGL Alphabet Inc. Class A | 3.53% | 153,485 | $27.0M | Reduce -1.5% |
| ABBV Abbvie Inc. | 3.50% | 144,155 | $26.8M | Add +0.6% |
| JPM JPMorgan Chase & Co. | 3.12% | 82,412 | $23.9M | Reduce -0.6% |
| MSFT Microsoft Corp. | 2.60% | 40,015 | $19.9M | Add +0.8% |
| META Meta Platforms Inc. Class A | 2.58% | 26,715 | $19.7M | Add +19.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 1.33% | 14 | $10.2M | No change |
| NVDA Nvidia Corp. | 1.30% | 62,951 | $9.9M | Reduce -1.4% |
| TRV The Travelers Cos Inc. | 1.29% | 36,872 | $9.9M | Add +0.1% |
| AMGN Amgen Inc. | 1.20% | 32,867 | $9.2M | Add +0.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.18% | 18,624 | $9.0M | Add +0.1% |
| BLK BlackRock Inc. | 1.14% | 8,291 | $8.7M | Add +0.9% |
| LIN Linde PLC | 1.11% | 18,065 | $8.5M | Add +0.7% |
| SCHW Schwab (charles) Corp. | 1.10% | 92,314 | $8.4M | Reduce -0.5% |
| LRCX Lam Research Corp. | 1.06% | 83,288 | $8.1M | Add +1.1% |
| LMT Lockheed Martin Corp. | 1.00% | 16,574 | $7.7M | Add +0.9% |
| V Visa Inc. Class A | 0.99% | 21,278 | $7.6M | Add +0.5% |
| XOM Exxon Mobil Corp. | 0.94% | 66,619 | $7.2M | Add +1.3% |
| ANET Arista Networks Inc. | 0.86% | 64,313 | $6.6M | New |
| CI The Cigna Group | 0.84% | 19,449 | $6.4M | Add +1.0% |
| LOW Lowe's Cos Inc. | 0.83% | 28,670 | $6.4M | Reduce -4.2% |
| UBER Uber Technologies Inc. | 0.83% | 67,811 | $6.3M | Add +7.2% |
| JNJ Johnson & Johnson | 0.80% | 40,050 | $6.1M | Add +1.1% |
| CVCO Cavco Industries Inc. | 0.78% | 13,718 | $6.0M | Reduce -0.3% |
| MA Mastercard Inc. Class A | 0.76% | 10,341 | $5.8M | Reduce -1.7% |
| TMO Thermo Fisher Scientific Inc. | 0.76% | 14,325 | $5.8M | Add +2.2% |
| PG The Procter & Gamble Co. | 0.75% | 35,901 | $5.7M | Reduce -0.4% |
| ZTS Zoetis Inc. | 0.68% | 33,391 | $5.2M | Add +2.3% |
| BA The Boeing Co. | 0.67% | 24,580 | $5.2M | Add +0.1% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.67% | 203,550 | $5.1M | Add +3.2% |
| HCA HCA Healthcare Inc. | 0.65% | 13,004 | $5.0M | Add +0.2% |
| BOND PIMCO Active Bond Exchange-T | 0.65% | 53,964 | $5.0M | Add +3.3% |
| CPAY Corpay Inc. | 0.61% | 14,144 | $4.7M | Add +1.9% |
| PGR Progressive Corp. | 0.61% | 17,503 | $4.7M | Reduce -2.0% |
| AXP American Express Co. | 0.61% | 14,538 | $4.6M | Add +0.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.60% | 36,982 | $4.6M | Reduce -0.1% |
| HD Home Depot Inc. | 0.56% | 11,776 | $4.3M | Add +4.4% |
| SCHP Schwab U.S. Tips ETF | 0.56% | 159,619 | $4.3M | Add +3.0% |
| GS Goldman Sachs Group Inc. | 0.54% | 5,821 | $4.1M | Add +0.4% |
| ASO Academy Sports & Outdoors Inc. | 0.53% | 91,135 | $4.1M | Reduce -21.8% |
| CHTR Charter Communications Inc. Class A | 0.53% | 9,844 | $4.0M | Add +2.6% |
| DFSV Dimensional US Small Cap Val | 0.51% | 132,360 | $3.9M | Add +18.9% |
| MINT PIMCO Enhanced Short Maturit | 0.50% | 38,194 | $3.8M | Add +28.1% |
| DFAT Dimensional US Target Value | 0.49% | 69,719 | $3.8M | Add +19.3% |
| KNX Knight-Swift Transportation | 0.49% | 84,573 | $3.7M | Reduce -23.8% |
| COST Costco Wholesale Corp. | 0.48% | 3,694 | $3.7M | Add +0.2% |
| ADBE Adobe Inc. | 0.43% | 8,446 | $3.3M | Add +0.9% |
| OEF iShares S&P 100 ETF | 0.42% | 10,548 | $3.2M | No change |
| AMP Ameriprise Financial Inc. | 0.42% | 6,000 | $3.2M | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.42% | 5,759 | $3.2M | No change |
| ABT Abbott Laboratories | 0.41% | 23,269 | $3.2M | Add +0.2% |
| GOOG Alphabet Inc. Class C | 0.41% | 17,822 | $3.2M | Add +0.5% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.41% | 45,369 | $3.1M | Add +292.1% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.40% | 33,601 | $3.1M | Add +8.7% |
| STZ Constellation Brands Inc. Class A | 0.40% | 18,847 | $3.1M | Add +1.1% |
| DFIV Dimensional International Va | 0.40% | 71,554 | $3.1M | Add +15.1% |
| COF Capital One Financial Corp. | 0.40% | 14,404 | $3.1M | Add +2.2% |
| MRK Merck & Co. Inc. | 0.39% | 38,133 | $3.0M | Reduce -3.9% |
| MCD McDonald's Corp. | 0.39% | 10,328 | $3.0M | Add +2.0% |
| DISV Dimensional International SM | 0.39% | 91,086 | $3.0M | Add +12.7% |
| DE Deere & Co. | 0.38% | 5,743 | $2.9M | Add +0.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.38% | 9,504 | $2.9M | Add +0.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.37% | 4,642 | $2.9M | Reduce -0.6% |
| ADP Automatic Data Processing | 0.37% | 9,279 | $2.9M | No change |
| ENVA Enova International Inc. | 0.37% | 25,578 | $2.9M | Reduce -3.0% |
| WMT Walmart Inc. | 0.37% | 28,773 | $2.8M | Reduce -2.6% |
| CLS Celestica Inc. | 0.36% | 17,547 | $2.7M | Add +42.3% |
| VIG Vanguard Dividend Apprec ETF | 0.33% | 12,462 | $2.6M | Reduce -1.9% |
| UNM Unum Group | 0.33% | 31,156 | $2.5M | Reduce -3.0% |
| CMCSA Comcast Corp. Class A | 0.32% | 67,736 | $2.4M | Reduce -0.2% |
| PFE Pfizer Inc. | 0.31% | 98,576 | $2.4M | Reduce -1.1% |
| DINO HF Sinclair Corp. | 0.31% | 57,605 | $2.4M | Add +1.2% |
| COP Conocophillips | 0.31% | 26,140 | $2.3M | Add +2.7% |
| PEP Pepsico Inc. | 0.30% | 17,440 | $2.3M | Add +2.5% |
| FDX FedEx Corp. | 0.30% | 9,983 | $2.3M | Add +1.0% |
| VOO Vanguard S&P 500 ETF | 0.30% | 3,976 | $2.3M | Add +16.5% |
| MTCH Match Group Inc. | 0.29% | 72,038 | $2.2M | Add +4.1% |
| DFAC Dimensional US Core Equity 2 | 0.29% | 61,523 | $2.2M | Add +0.6% |
| TOL Toll Brothers Inc. | 0.29% | 19,141 | $2.2M | Reduce -1.3% |
| XYZ Block Inc. | 0.28% | 31,964 | $2.2M | Add +11.2% |
| HON Honeywell International Inc. | 0.28% | 9,262 | $2.2M | Add +3.3% |
| CVX Chevron Corp. | 0.28% | 14,973 | $2.1M | Add +4.2% |
| NFLX Netflix Inc. | 0.28% | 1,592 | $2.1M | Add +1.7% |
| AGG iShares Core U.S. Aggregate | 0.27% | 21,204 | $2.1M | Add +9.8% |
| LYB Lyondellbasell Indu Class A | 0.27% | 36,126 | $2.1M | Add +3.3% |
| CBRL Cracker Barrel Old Country | 0.27% | 33,961 | $2.1M | Add +1.4% |
| DFAE Dimensional Emerging Core Eq | 0.26% | 70,025 | $2.0M | Add +12.5% |
| IVV iShares Core S&P 500 ETF | 0.26% | 3,227 | $2.0M | Add +0.3% |
| ITW Illinois Tool Works | 0.26% | 8,100 | $2.0M | No change |
| STWD Starwood Property Trust Inc. | 0.26% | 98,726 | $2.0M | Add +4.1% |
| UNP Union Pacific Corp. | 0.26% | 8,525 | $2.0M | Reduce -0.3% |
| KLAC KLA Corp. | 0.25% | 2,137 | $1.9M | Reduce -11.9% |
| LLY Eli Lilly & Co. | 0.25% | 2,445 | $1.9M | Reduce -0.7% |
| OMF Onemain Holdings Inc. | 0.25% | 33,247 | $1.9M | Reduce -1.9% |
| VZ Verizon Communications Inc. | 0.25% | 43,657 | $1.9M | Add +3.6% |
| MEI Methode Electronics Inc. | 0.24% | 194,257 | $1.8M | Add +19.1% |
| ROK Rockwell Automation Inc. | 0.23% | 5,345 | $1.8M | No change |
| CSQ Calamos Strat TTL RTRN FND | 0.23% | 97,262 | $1.8M | Reduce -2.2% |
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -1.5% | 7.12% | −1.30 |
| CSCO Cisco Systems Inc. | Reduce -81.6% | 0.16% | −0.66 |
| CVCO Cavco Industries Inc. | Reduce -0.3% | 0.78% | −0.23 |
| ASO Academy Sports & Outdoors Inc. | Reduce -21.8% | 0.53% | −0.21 |
| PULS Pgim Ultra Short Bond ETF | Reduce -49.2% | 0.19% | −0.21 |
| ICSH iShares Ultra Short Duration | Reduce -85.0% | 0.03% | −0.21 |
| KNX Knight-Swift Transportation | Reduce -23.8% | 0.49% | −0.19 |
| UNH Unitedhealth Group Inc. | Reduce -61.2% | 0.05% | −0.17 |
| LOW Lowe's Cos Inc. | Reduce -4.2% | 0.83% | −0.15 |
| PG The Procter & Gamble Co. | Reduce -0.4% | 0.75% | −0.12 |
| MRK Merck & Co. Inc. | Reduce -3.9% | 0.39% | −0.11 |
| PGR Progressive Corp. | Reduce -2.0% | 0.61% | −0.10 |
| BMY Bristol-Myers Squibb Co. | Reduce -1.8% | 0.22% | −0.10 |
| OXY Occidental Petroleum Corp. | Sold out | 0.00% | −0.09 |
| TAP Molson Coors Beverage Co. Class B | Reduce -2.2% | 0.19% | −0.07 |
| VT Vanguard Tot World STK ETF | Sold out | 0.00% | −0.06 |
| TGT Target Corp. | Reduce -23.1% | 0.12% | −0.06 |
| MA Mastercard Inc. Class A | Reduce -1.7% | 0.76% | −0.05 |
| THQ Abrdn Healthcare Opport | Reduce -2.5% | 0.19% | −0.05 |
| SOXX iShares Semiconductor ETF | Sold out | 0.00% | −0.05 |
| JAZZ Jazz Pharmaceuticals PLC | Reduce -11.3% | 0.11% | −0.05 |
| PFE Pfizer Inc. | Reduce -1.1% | 0.31% | −0.04 |
| AMLP Alerian MLP ETF | Reduce -4.3% | 0.21% | −0.04 |
| TECB iShares US Tech Breakthrough | Sold out | 0.00% | −0.04 |
| UNM Unum Group | Reduce -3.0% | 0.33% | −0.04 |
| LLY Eli Lilly & Co. | Reduce -0.7% | 0.25% | −0.04 |
| LOB Live Oak Bancshares Inc. | Reduce -35.4% | 0.07% | −0.04 |
| CMCSA Comcast Corp. Class A | Reduce -0.2% | 0.32% | −0.04 |
| GRX Gabelli Healthcare & Well | Reduce -2.4% | 0.20% | −0.04 |
| COWZ Pacer US Cash Cows 100 ETF | Sold out | 0.00% | −0.03 |
| SJM The JM Smucker Co. | Reduce -29.4% | 0.04% | −0.03 |
| XLK SS Technology Select Sector | Reduce -36.7% | 0.08% | −0.03 |
| UNP Union Pacific Corp. | Reduce -0.3% | 0.26% | −0.03 |
| DD Dupont DE Nemours Inc. | Reduce -12.7% | 0.07% | −0.02 |
| LX Lexinfintech Holdings L-ADR | Sold out | 0.00% | −0.02 |
| PCN PIMCO Corporate & Income STR | Reduce -3.7% | 0.11% | −0.02 |
| LDUR PIMCO Enhanced Low Duration | Reduce -12.1% | 0.10% | −0.02 |
| PAYX Paychex Inc. | Reduce -1.4% | 0.13% | −0.02 |
| LVHI Franklin International Low V | Reduce -8.5% | 0.12% | −0.02 |
| PFF iShares Preferred & Income S | Reduce -2.3% | 0.19% | −0.02 |
| JFR Nuveen Floating Rate Income | Reduce -2.0% | 0.19% | −0.02 |
| DBL Doubleline Opport Credit | Reduce -1.1% | 0.18% | −0.02 |
| EZPW Ezcorp Inc. Class A | Reduce -30.3% | 0.03% | −0.02 |
| SPDV Aam S&P 500 High Div Val ETF | Reduce -4.0% | 0.13% | −0.02 |
| TIP iShares Tips Bond ETF | Reduce -3.7% | 0.13% | −0.02 |
| JEPI JPMorgan Equity Premium Inco | Reduce -3.8% | 0.13% | −0.02 |
| UL Unilever PLC | Reduce -2.0% | 0.20% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.9% | 0.33% | −0.01 |
| XEVVX Eaton Vance Ltd. Durat Inc. | Reduce -2.4% | 0.18% | −0.01 |
| GILD Gilead Sciences Inc. | Reduce -8.1% | 0.07% | −0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| AVGO Broadcom Inc. | Add +0.3% | 4.09% | +1.43 |
| ANET Arista Networks Inc. | New | 0.86% | +0.86 |
| META Meta Platforms Inc. Class A | Add +19.2% | 2.58% | +0.76 |
| MSFT Microsoft Corp. | Add +0.8% | 2.60% | +0.50 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +292.1% | 0.41% | +0.30 |
| AMZN Amazon.com Inc. | Add +0.6% | 3.78% | +0.27 |
| CLS Celestica Inc. | Add +42.3% | 0.36% | +0.22 |
| LRCX Lam Research Corp. | Add +1.1% | 1.06% | +0.22 |
| UBER Uber Technologies Inc. | Add +7.2% | 0.83% | +0.18 |
| MEI Methode Electronics Inc. | Add +19.1% | 0.24% | +0.10 |
| GS Goldman Sachs Group Inc. | Add +0.4% | 0.54% | +0.09 |
| CBRL Cracker Barrel Old Country | Add +1.4% | 0.27% | +0.09 |
| BA The Boeing Co. | Add +0.1% | 0.67% | +0.08 |
| UPWK Upwork Inc. | New | 0.08% | +0.08 |
| MINT PIMCO Enhanced Short Maturit | Add +28.1% | 0.50% | +0.08 |
| OGN Organon & Co. | New | 0.08% | +0.08 |
| NFLX Netflix Inc. | Add +1.7% | 0.28% | +0.07 |
| SYF Synchrony Financial | Add +35.3% | 0.19% | +0.07 |
| DFAT Dimensional US Target Value | Add +19.3% | 0.49% | +0.07 |
| DFSV Dimensional US Small Cap Val | Add +18.9% | 0.51% | +0.07 |
| XYZ Block Inc. | Add +11.2% | 0.28% | +0.06 |
| MAR Marriott International Class A | New | 0.06% | +0.06 |
| SH Proshares Short S&P500 | New | 0.06% | +0.06 |
| ORCL Oracle Corp. | Add +3.4% | 0.19% | +0.06 |
| DISV Dimensional International SM | Add +12.7% | 0.39% | +0.06 |
| NTRS Northern Trust Corp. | Add +13.3% | 0.23% | +0.06 |
| DFIV Dimensional International Va | Add +15.1% | 0.40% | +0.06 |
| AXP American Express Co. | Add +0.1% | 0.61% | +0.06 |
| ATKR Atkore Inc. | Add +26.7% | 0.19% | +0.05 |
| CAKE The Cheesecake Factory Inc. | Add +6.5% | 0.22% | +0.05 |
| VOO Vanguard S&P 500 ETF | Add +16.5% | 0.30% | +0.05 |
| APP AppLovin Corp. Class A | Add +66.9% | 0.09% | +0.05 |
| DINO HF Sinclair Corp. | Add +1.2% | 0.31% | +0.05 |
| COF Capital One Financial Corp. | Add +2.2% | 0.40% | +0.04 |
| CRDO Credo Technology Group Holdi | Add +20.5% | 0.07% | +0.04 |
| BLK BlackRock Inc. | Add +0.9% | 1.14% | +0.04 |
| SKY Champion Homes Inc. | New | 0.04% | +0.04 |
| DFAE Dimensional Emerging Core Eq | Add +12.5% | 0.26% | +0.04 |
| GLW Corning Inc. | New | 0.03% | +0.03 |
| GIS General Mills Inc. | New | 0.03% | +0.03 |
| IBM Intl Business Machines Corp. | Add +21.5% | 0.13% | +0.03 |
| PSIX Power Solutions Internationa | New | 0.03% | +0.03 |
| CHTR Charter Communications Inc. Class A | Add +2.6% | 0.53% | +0.03 |
| CDW CDW Corp. | New | 0.03% | +0.03 |
| VIRT Virtu Financial Inc. Class A | New | 0.03% | +0.03 |
| INTU Intuit Inc. | New | 0.03% | +0.03 |
| CAT Caterpillar Inc. | New | 0.03% | +0.03 |
| IBKR Interactive Brokers Gro Class A | New | 0.03% | +0.03 |
| MS Morgan Stanley | New | 0.03% | +0.03 |
| SEZL Sezzle Inc. | New | 0.03% | +0.03 |
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 |