Aviance Capital Partners, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 29, 2025), Aviance Capital Partners, LLC reported 361 stock positions worth $842.1 million. Its top holding was Apple (AAPL) at 8.0% of the portfolio, followed by Alphabet Class A (GOOGL, 4.4%) and Broadcom (AVGO, 4.3%). Compared with Q2 2025, it opened 23 new positions, sold out of 12, added to 164 and reduced 91. The biggest buy was Unitedhealth (UNH, shares +1197%) and the biggest sale Constellation Brands Class A (STZ, shares −85%).
- Most Recent 13F
- Q2 2026
- Location
- NAPLES, FL
- CIK
- 0001542383
- Portfolio Value
- $842.1M (Q3 2025)
- SEC Filing
- 0001542383-25-000002 ↗ filed Oct 29, 2025
Holdings Value
Holdings 361 stocks · $842.1M
| AAPL Apple Inc. | 7.98% | 264,038 | $67.2M | Reduce -0.5% |
| GOOGL Alphabet Inc. Class A | 4.43% | 153,304 | $37.3M | Reduce -0.1% |
| AVGO Broadcom Inc. | 4.27% | 108,935 | $35.9M | Reduce -4.1% |
| ABBV Abbvie Inc. | 3.98% | 144,770 | $33.5M | Add +0.4% |
| AMZN Amazon.com Inc. | 3.45% | 132,484 | $29.1M | Add +0.4% |
| JPM JPMorgan Chase & Co. | 3.11% | 83,104 | $26.2M | Add +0.8% |
| MSFT Microsoft Corp. | 2.52% | 41,032 | $21.3M | Add +2.5% |
| META Meta Platforms Inc. Class A | 2.37% | 27,153 | $19.9M | Add +1.6% |
| NVDA Nvidia Corp. | 1.40% | 63,131 | $11.8M | Add +0.3% |
| LRCX Lam Research Corp. | 1.33% | 83,871 | $11.2M | Add +0.7% |
| BRK.A Berkshire Hathaway Inc. Class A | 1.25% | 14 | $10.6M | No change |
| TRV The Travelers Cos Inc. | 1.22% | 36,763 | $10.3M | Reduce -0.3% |
| BLK BlackRock Inc. | 1.15% | 8,319 | $9.7M | Add +0.3% |
| ANET Arista Networks Inc. | 1.13% | 65,097 | $9.5M | Add +1.2% |
| AMGN Amgen Inc. | 1.12% | 33,414 | $9.4M | Add +1.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.11% | 18,601 | $9.4M | Reduce -0.1% |
| SCHW Schwab (charles) Corp. | 1.06% | 93,139 | $8.9M | Add +0.9% |
| LIN Linde PLC | 1.03% | 18,231 | $8.7M | Add +0.9% |
| CVCO Cavco Industries Inc. | 0.99% | 14,357 | $8.3M | Add +4.7% |
| LMT Lockheed Martin Corp. | 0.98% | 16,544 | $8.3M | Reduce -0.2% |
| XOM Exxon Mobil Corp. | 0.89% | 66,562 | $7.5M | Reduce -0.1% |
| V Visa Inc. Class A | 0.88% | 21,613 | $7.4M | Add +1.6% |
| LOW Lowe's Cos Inc. | 0.86% | 28,655 | $7.2M | Reduce -0.1% |
| TMO Thermo Fisher Scientific Inc. | 0.84% | 14,553 | $7.1M | Add +1.6% |
| MINT PIMCO Enhanced Short Maturit | 0.76% | 63,234 | $6.4M | Add +65.6% |
| JNJ Johnson & Johnson | 0.73% | 33,040 | $6.1M | Reduce -17.5% |
| MA Mastercard Inc. Class A | 0.71% | 10,446 | $5.9M | Add +1.0% |
| HCA HCA Healthcare Inc. | 0.67% | 13,159 | $5.6M | Add +1.2% |
| CI The Cigna Group | 0.66% | 19,376 | $5.6M | Reduce -0.4% |
| PG The Procter & Gamble Co. | 0.66% | 36,050 | $5.5M | Add +0.4% |
| BA The Boeing Co. | 0.64% | 24,801 | $5.4M | Add +0.9% |
| UBER Uber Technologies Inc. | 0.63% | 54,281 | $5.3M | Reduce -19.9% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.63% | 210,849 | $5.3M | Add +3.6% |
| BOND PIMCO Active Bond Exchange-T | 0.62% | 55,599 | $5.2M | Add +3.0% |
| UNH Unitedhealth Group Inc. | 0.60% | 14,567 | $5.0M | Add +1197.2% |
| HD Home Depot Inc. | 0.58% | 12,003 | $4.9M | Add +1.9% |
| AXP American Express Co. | 0.57% | 14,538 | $4.8M | No change |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.56% | 51,033 | $4.7M | Add +51.9% |
| GS Goldman Sachs Group Inc. | 0.55% | 5,834 | $4.6M | Add +0.2% |
| ASO Academy Sports & Outdoors Inc. | 0.55% | 92,137 | $4.6M | Add +1.1% |
| ZTS Zoetis Inc. | 0.53% | 30,661 | $4.5M | Reduce -8.2% |
| SCHP Schwab U.S. Tips ETF | 0.52% | 163,504 | $4.4M | Add +2.4% |
| GOOG Alphabet Inc. Class C | 0.52% | 17,919 | $4.4M | Add +0.5% |
| PGR Progressive Corp. | 0.51% | 17,528 | $4.3M | Add +0.1% |
| DFSV Dimensional US Small Cap Val | 0.51% | 135,513 | $4.3M | Add +2.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.51% | 37,241 | $4.3M | Add +0.7% |
| DFAT Dimensional US Target Value | 0.49% | 71,219 | $4.1M | Add +2.1% |
| CPAY Corpay Inc. | 0.49% | 14,310 | $4.1M | Add +1.2% |
| CLS Celestica Inc. | 0.49% | 16,645 | $4.1M | Reduce -5.1% |
| COST Costco Wholesale Corp. | 0.43% | 3,922 | $3.6M | Add +6.2% |
| PFE Pfizer Inc. | 0.42% | 139,611 | $3.6M | Add +41.6% |
| OEF iShares S&P 100 ETF | 0.42% | 10,544 | $3.5M | Reduce -0.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.42% | 5,247 | $3.5M | Add +13.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.41% | 5,820 | $3.5M | Add +1.1% |
| DFIV Dimensional International Va | 0.40% | 73,024 | $3.4M | Add +2.0% |
| DISV Dimensional International SM | 0.40% | 94,299 | $3.4M | Add +3.5% |
| MRK Merck & Co. Inc. | 0.39% | 39,317 | $3.3M | Add +3.1% |
| ABT Abbott Laboratories | 0.38% | 23,854 | $3.2M | Add +2.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.37% | 9,607 | $3.2M | Add +1.1% |
| MCD McDonald's Corp. | 0.37% | 10,345 | $3.1M | Add +0.2% |
| KNX Knight-Swift Transportation | 0.37% | 77,857 | $3.1M | Reduce -7.9% |
| COF Capital One Financial Corp. | 0.36% | 14,259 | $3.0M | Reduce -1.0% |
| AMP Ameriprise Financial Inc. | 0.35% | 6,000 | $2.9M | No change |
| DINO HF Sinclair Corp. | 0.35% | 55,518 | $2.9M | Reduce -3.6% |
| WMT Walmart Inc. | 0.34% | 27,959 | $2.9M | Reduce -2.8% |
| ADBE Adobe Inc. | 0.34% | 8,138 | $2.9M | Reduce -3.6% |
| ENVA Enova International Inc. | 0.34% | 24,783 | $2.9M | Reduce -3.1% |
| CHTR Charter Communications Inc. Class A | 0.33% | 10,138 | $2.8M | Add +3.0% |
| ADP Automatic Data Processing | 0.33% | 9,379 | $2.8M | Add +1.1% |
| VOO Vanguard S&P 500 ETF | 0.33% | 4,470 | $2.7M | Add +12.4% |
| DE Deere & Co. | 0.32% | 5,903 | $2.7M | Add +2.8% |
| VIG Vanguard Dividend Apprec ETF | 0.31% | 12,276 | $2.6M | Reduce -1.5% |
| MTCH Match Group Inc. | 0.31% | 74,894 | $2.6M | Add +4.0% |
| PEP Pepsico Inc. | 0.31% | 18,385 | $2.6M | Add +5.4% |
| ITW Illinois Tool Works | 0.30% | 9,850 | $2.6M | Add +21.6% |
| TOL Toll Brothers Inc. | 0.30% | 18,266 | $2.5M | Reduce -4.6% |
| COP Conocophillips | 0.29% | 25,973 | $2.5M | Reduce -0.6% |
| DFAC Dimensional US Core Equity 2 | 0.28% | 61,931 | $2.4M | Add +0.7% |
| CVX Chevron Corp. | 0.28% | 15,183 | $2.4M | Add +1.4% |
| UNM Unum Group | 0.28% | 30,259 | $2.4M | Reduce -2.9% |
| IVV iShares Core S&P 500 ETF | 0.28% | 3,462 | $2.3M | Add +7.3% |
| KLAC KLA Corp. | 0.27% | 2,137 | $2.3M | No change |
| FDX FedEx Corp. | 0.27% | 9,684 | $2.3M | Reduce -3.0% |
| AKAM Akamai Technologies Inc. | 0.27% | 30,134 | $2.3M | New |
| DFAE Dimensional Emerging Core Eq | 0.27% | 71,833 | $2.3M | Add +2.6% |
| AGG iShares Core U.S. Aggregate | 0.27% | 22,459 | $2.3M | Add +5.9% |
| PULS Pgim Ultra Short Bond ETF | 0.25% | 42,823 | $2.1M | Add +46.5% |
| UNP Union Pacific Corp. | 0.25% | 8,846 | $2.1M | Add +3.8% |
| CMCSA Comcast Corp. Class A | 0.24% | 65,238 | $2.0M | Reduce -3.7% |
| VZ Verizon Communications Inc. | 0.23% | 45,034 | $2.0M | Add +3.1% |
| HON Honeywell International Inc. | 0.23% | 9,360 | $2.0M | Add +1.1% |
| NFLX Netflix Inc. | 0.23% | 1,639 | $2.0M | Add +3.0% |
| STWD Starwood Property Trust Inc. | 0.23% | 99,878 | $1.9M | Add +1.2% |
| LYB Lyondellbasell Indu Class A | 0.23% | 39,071 | $1.9M | Add +8.2% |
| OMF Onemain Holdings Inc. | 0.22% | 33,284 | $1.9M | Add +0.1% |
| ROK Rockwell Automation Inc. | 0.22% | 5,345 | $1.9M | No change |
| CSQ Calamos Strat TTL RTRN FND | 0.22% | 96,220 | $1.9M | Reduce -1.1% |
| IYW iShares Ustechnology ETF | 0.22% | 9,467 | $1.9M | Reduce -3.5% |
| ORCL Oracle Corp. | 0.22% | 6,571 | $1.8M | Add +1.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.22% | 35,184 | $1.8M | Add +0.1% |
Other holdings (2): bonds, preferreds, convertibles and warrants · $4K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| COHEN & STEERS INFRASTRU | RIGHT 10/16/2025 | 54,046 | $4K | Reduce -4.5% |
| BLACKROCK INCOME TR-RT | RIGHT 10/20/2025 | 18,237 | $0 | Add +0.5% |
Total filed on the 13F, all lines: $842.1M.
Portfolio Sells Q2 2025 → Q3 2025
| STZ Constellation Brands Inc. Class A | Reduce -85.3% | 0.04% | −0.36 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -76.4% | 0.07% | −0.34 |
| NTRS Northern Trust Corp. | Sold out | 0.00% | −0.23 |
| CAKE The Cheesecake Factory Inc. | Sold out | 0.00% | −0.22 |
| UBER Uber Technologies Inc. | Reduce -19.9% | 0.63% | −0.20 |
| XYZ Block Inc. | Reduce -67.2% | 0.09% | −0.19 |
| LULU Lululemon Athletica Inc. | Sold out | 0.00% | −0.19 |
| CI The Cigna Group | Reduce -0.4% | 0.66% | −0.18 |
| ZTS Zoetis Inc. | Reduce -8.2% | 0.53% | −0.15 |
| KNX Knight-Swift Transportation | Reduce -7.9% | 0.37% | −0.12 |
| CBRL Cracker Barrel Old Country | Reduce -4.3% | 0.17% | −0.10 |
| ADBE Adobe Inc. | Reduce -3.6% | 0.34% | −0.09 |
| BX Blackstone Inc. | Reduce -41.5% | 0.13% | −0.09 |
| MEI Methode Electronics Inc. | Reduce -6.8% | 0.16% | −0.08 |
| TBF Proshares Short 20+ Treasury | Sold out | 0.00% | −0.08 |
| CMCSA Comcast Corp. Class A | Reduce -3.7% | 0.24% | −0.07 |
| JNJ Johnson & Johnson | Reduce -17.5% | 0.73% | −0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.1% | 1.11% | −0.07 |
| TRV The Travelers Cos Inc. | Reduce -0.3% | 1.22% | −0.07 |
| SH Proshares Short S&P500 | Sold out | 0.00% | −0.06 |
| UNM Unum Group | Reduce -2.9% | 0.28% | −0.05 |
| XOM Exxon Mobil Corp. | Reduce -0.1% | 0.89% | −0.05 |
| LLY Eli Lilly & Co. | Reduce -8.8% | 0.20% | −0.05 |
| FMC FMC Corp. | Reduce -5.0% | 0.10% | −0.04 |
| ATKR Atkore Inc. | Reduce -4.8% | 0.14% | −0.04 |
| COF Capital One Financial Corp. | Reduce -1.0% | 0.36% | −0.04 |
| UTF Cohen & Steers Infrastructur | Reduce -2.7% | 0.16% | −0.04 |
| ENVA Enova International Inc. | Reduce -3.1% | 0.34% | −0.03 |
| TAP Molson Coors Beverage Co. Class B | Reduce -4.1% | 0.16% | −0.03 |
| MUNI PIMCO Intermediate Municipal | Reduce -5.7% | 0.20% | −0.03 |
| CDW CDW Corp. | Sold out | 0.00% | −0.03 |
| VIRT Virtu Financial Inc. Class A | Sold out | 0.00% | −0.03 |
| GWW WW Grainger Inc. | Sold out | 0.00% | −0.03 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.03 |
| AMLP Alerian MLP ETF | Reduce -0.0% | 0.19% | −0.03 |
| SEZL Sezzle Inc. | Sold out | 0.00% | −0.03 |
| CHDN Churchill Downs Inc. | Sold out | 0.00% | −0.03 |
| DOW Dow Inc. | Reduce -28.0% | 0.03% | −0.03 |
| NTR Nutrien Ltd. | Reduce -3.6% | 0.19% | −0.03 |
| WMT Walmart Inc. | Reduce -2.8% | 0.34% | −0.03 |
| FDX FedEx Corp. | Reduce -3.0% | 0.27% | −0.03 |
| TGT Target Corp. | Reduce -5.0% | 0.09% | −0.03 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -5.2% | 0.16% | −0.02 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -7.5% | 0.15% | −0.02 |
| RMR RMR Group Inc./the - A | Reduce -4.5% | 0.12% | −0.02 |
| LMT Lockheed Martin Corp. | Reduce -0.2% | 0.98% | −0.02 |
| APAM Artisan Partners Asset Ma -A | Reduce -0.3% | 0.17% | −0.02 |
| ADI Analog Devices Inc. | Reduce -17.8% | 0.07% | −0.02 |
| RIVN Rivian Automotive Inc. Class A | Sold out | 0.00% | −0.02 |
| CTVA Corteva Inc. | Reduce -0.9% | 0.09% | −0.02 |
Portfolio Buys Q2 2025 → Q3 2025
| UNH Unitedhealth Group Inc. | Add +1197.2% | 0.60% | +0.55 |
| ABBV Abbvie Inc. | Add +0.4% | 3.98% | +0.48 |
| LRCX Lam Research Corp. | Add +0.7% | 1.33% | +0.27 |
| AKAM Akamai Technologies Inc. | New | 0.27% | +0.27 |
| ANET Arista Networks Inc. | Add +1.2% | 1.13% | +0.27 |
| MINT PIMCO Enhanced Short Maturit | Add +65.6% | 0.76% | +0.25 |
| CVCO Cavco Industries Inc. | Add +4.7% | 0.99% | +0.21 |
| LYFT LYFT Inc. Class A | New | 0.17% | +0.17 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +51.9% | 0.56% | +0.15 |
| EG Everest Group Ltd. | New | 0.14% | +0.14 |
| PYPL PayPal Holdings Inc. | New | 0.13% | +0.13 |
| IVZ Invesco Ltd. | New | 0.12% | +0.12 |
| PFE Pfizer Inc. | Add +41.6% | 0.42% | +0.11 |
| GOOG Alphabet Inc. Class C | Add +0.5% | 0.52% | +0.11 |
| NVDA Nvidia Corp. | Add +0.3% | 1.40% | +0.10 |
| APP AppLovin Corp. Class A | Add +3.5% | 0.18% | +0.09 |
| TMO Thermo Fisher Scientific Inc. | Add +1.6% | 0.84% | +0.08 |
| TSLA Tesla Inc. | Add +88.5% | 0.13% | +0.08 |
| CRDO Credo Technology Group Holdi | Add +32.8% | 0.14% | +0.07 |
| PULS Pgim Ultra Short Bond ETF | Add +46.5% | 0.25% | +0.06 |
| PANW Palo Alto Networks Inc. | New | 0.05% | +0.05 |
| PLTR Palantir Technologies Inc. Class A | Add +60.6% | 0.09% | +0.04 |
| ITW Illinois Tool Works | Add +21.6% | 0.30% | +0.04 |
| VUG Vanguard Mrngstar GR ETF-Sui | New | 0.04% | +0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +13.0% | 0.42% | +0.04 |
| MBB iShares MBS ETF | New | 0.04% | +0.04 |
| IWM iShares Russell 2000 ETF | New | 0.04% | +0.04 |
| ORCL Oracle Corp. | Add +1.3% | 0.22% | +0.03 |
| INTC Intel Corp. | New | 0.03% | +0.03 |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | New | 0.03% | +0.03 |
| IREN Iren Ltd. | New | 0.03% | +0.03 |
| DLN Wisdomtree US Largecap Divid | New | 0.03% | +0.03 |
| VOO Vanguard S&P 500 ETF | Add +12.4% | 0.33% | +0.03 |
| GEV GE Vernova Inc. | New | 0.03% | +0.03 |
| ADMA Adma Biologics Inc. | New | 0.03% | +0.03 |
| JHG Janus Henderson Group PLC | New | 0.03% | +0.03 |
| MU Micron Technology Inc. | New | 0.03% | +0.03 |
| LDUR PIMCO Enhanced Low Duration | Add +40.3% | 0.13% | +0.03 |
| TBLA Taboola.com Ltd. | New | 0.03% | +0.03 |
| OHI Omega Healthcare Investors | New | 0.03% | +0.03 |
| BNY Bank of New York Mellon Corp. | New | 0.03% | +0.03 |
| MFC Manulife Financial Corp. | New | 0.02% | +0.02 |
| VLTO Veralto Corp. | New | 0.02% | +0.02 |
| MTCH Match Group Inc. | Add +4.0% | 0.31% | +0.02 |
| NUW Nuveen Amt-Free Muni Val | New | 0.02% | +0.02 |
| PSIX Power Solutions Internationa | Add +22.3% | 0.05% | +0.02 |
| SKY Champion Homes Inc. | Add +35.9% | 0.06% | +0.02 |
| UPWK Upwork Inc. | Add +0.7% | 0.10% | +0.02 |
| MTB M & T Bank Corp. | Add +32.3% | 0.11% | +0.02 |
| GLD SPDR Gold Shares | Add +13.0% | 0.11% | +0.02 |
Notes & Other Activity Q2 2025 → Q3 2025
| COHEN & STEERS INFRASTRU | RIGHT 10/16/2025 | Reduce -4.5% | 54,046 | $4K |
| BLACKROCK INCOME TR-RT | RIGHT 10/20/2025 | Add +0.5% | 18,237 | $0 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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 |