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CIK: 0001542383
Total reported value
$963.2M
$963.2M
333 檔
16.6%
During the Q3 2024 filing period, Aviance Capital Partners, LLC (CIK: 0001542383) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $963.2M across 333 reported positions.
In Q3 2024, Aviance Capital Partners, LLC displayed an active expansion posture, initiating 23 new positions and adding to 98 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 333 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.17% | +0.12% | +0.47% | |
| 2 | ABBV | Abbvie Inc | Stock-Healthcare | 3.73% | +0.11% | +0.31% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.32% | +0.47% | -0.21% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.07% | +0.11% | +0.28% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.79% | +0.01% | -8.19% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 2.69% | +0.27% | +888.72% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.32% | +0.06% | -0.74% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.16% | -0.12% | +0.81% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.51% | -0.26% | -13.26% | |
| 10 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.44% | -0.19% | -0.65% | |
| 11 | AMGN | Amgen Inc | Stock-Healthcare | 1.35% | -0.11% | +0.14% | |
| 12 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.28% | -0.09% | — | |
| 13 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.21% | -0.28% | +0.34% | |
| 14 | LIN | Linde plc | Stock-Materials | 1.19% | -0.08% | +0.39% | |
| 15 | LRCXEUR | Lam Research CORP | Stock-Tech | 1.15% | — | +8.77% | |
| 16 | AMD | Advanced Micro Devices | Stock-Tech | 1.13% | +0.02% | NEW | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.12% | -0.09% | +0.78% | |
| 18 | TRV | Travelers Cos Inc/the | Stock-Financials | 1.12% | +0.01% | +4.32% | |
| 19 | BLKCHF | Blackrock Inc | Stock-Other | 1.11% | — | +0.18% | |
| 20 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.09% | -0.08% | +0.41% | |
| 21 | CVCO | Cavco Industries Inc | Stock-Consumer Disc | 0.98% | +0.14% | +0.71% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 0.96% | -0.35% | +0.49% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.84% | -0.08% | -12.14% | |
| 24 | CI | THE Cigna Group | Stock-Healthcare | 0.83% | -0.04% | +0.09% | |
| 25 | CPAY | Corpay Inc | Stock-Tech | 0.83% | +0.02% | +6.60% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.82% | +0.01% | -1.70% | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.81% | -0.07% | -0.64% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.81% | +0.14% | +63.03% | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 0.80% | -0.05% | +0.93% | |
| 30 | ZTS | Zoetis Inc | Stock-Healthcare | 0.77% | -0.16% | -0.03% | |
| 31 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.77% | -0.12% | +1.16% | |
| 32 | CAVA | Cava Group Inc | Stock-Consumer Disc | 0.74% | — | — | |
| 33 | KNX | Knight-swift Transportation | Stock-Industrials | 0.72% | +0.09% | +7.09% | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.68% | +0.01% | +0.36% | |
| 35 | MA | Mastercard Inc - A | Stock-Financials | 0.67% | -0.05% | +0.49% | |
| 36 | CSCO | Cisco Systems Inc | Stock-Tech | 0.62% | +0.07% | +2.74% | |
| 37 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.60% | — | -5.18% | |
| 38 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.60% | -0.03% | +0.17% | |
| 39 | PGR | Progressive CORP | Stock-Financials | 0.58% | +0.04% | -0.96% | |
| 40 | ASO | Academy Sports & Outdoors In | Stock-Consumer Disc | 0.58% | -0.13% | +39.40% | |
| 41 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.57% | -0.01% | +1.33% | |
| 42 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.57% | -0.02% | -5.08% | |
| 43 | AXP | American Express Co | Stock-Financials | 0.52% | — | +1.06% | |
| 44 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.51% | -0.01% | -6.19% | |
| 45 | BA | Boeing Co/the | Stock-Industrials | 0.50% | — | -0.56% | |
| 46 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.47% | -0.09% | +0.44% | |
| 47 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.46% | — | -33.31% | |
| 48 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.43% | +0.02% | +24.61% | |
| 49 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.42% | -0.04% | +0.63% | |
| 50 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.41% | -0.20% | -0.70% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMD | Advanced Micro Devices | +0.5% | +93.07% | Add |
| 2 | NOW | Servicenow Inc | +0.4% | NEW | New buy |
| 3 | SPOT | Spotify Technology S.A. | +0.3% | NEW | New buy |
| 4 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.3% | NEW | New buy |
| 5 | MTCH | Match Group Inc | +0.3% | NEW | New buy |
| 6 | LLY | Eli Lilly & Co | +0.3% | +63.03% | Add |
| 7 | ABBV | Abbvie Inc | +0.3% | +0.31% | Add |
| 8 | AAPL | Apple Inc | +0.2% | +0.47% | Add |
| 9 | PULS | Pgim Ultra Short Bond ETF | +0.2% | NEW | New buy |
| 10 | LULU | Lululemon Athletica Inc | +0.2% | NEW | New buy |
| 11 | LOW | Lowe's Cos Inc | +0.2% | -0.65% | Trim |
| 12 | LMT | Lockheed Martin CORP | +0.2% | +0.34% | Add |
| 13 | ASO | Academy Sports & Outdoors In | +0.2% | +39.40% | Add |
| 14 | ICSH | Ishares Ultra Short Duration | +0.2% | NEW | New buy |
| 15 | CAVA | Cava Group Inc | +0.2% | — | Unchanged |
| 16 | CVCO | Cavco Industries Inc | +0.1% | +0.71% | Add |
| 17 | BLKCHF | Blackrock Inc | +0.1% | +0.18% | Add |
| 18 | SH1USD | Proshares Short S&p500 | +0.1% | +175.62% | Add |
| 19 | TRV | Travelers Cos Inc/the | +0.1% | +4.32% | Add |
| 20 | CPAY | Corpay Inc | +0.1% | +6.60% | Add |
| 21 | DFAT | Dimensional US Target Value | +0.1% | +30.83% | Add |
| 22 | DFSV | Dimensional US Small Cap Val | +0.1% | +24.61% | Add |
| 23 | PYPL | Paypal Holdings Inc | +0.1% | NEW | New buy |
| 24 | BRK-A | Berkshire Hathaway Inc-cl A | +0.1% | — | Unchanged |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +0.78% | Add |
| 26 | HD | Home Depot Inc | +0.1% | +0.36% | Add |
| 27 | PGR | Progressive CORP | +0.1% | -0.96% | Trim |
| 28 | HCA | Hca Healthcare Inc | +0.1% | -0.70% | Trim |
| 29 | ROKU | Roku Inc | +0.1% | +67.98% | Add |
| 30 | NTR | Nutrien LTD | +0.1% | +85.18% | Add |
| 31 | PLTR | Palantir Technologies Inc-a | +0.1% | +116.29% | Add |
| 32 | CBRL | Cracker Barrel Old Country | +0.1% | +84.89% | Add |
| 33 | TMO | Thermo Fisher Scientific Inc | +0.1% | +0.41% | Add |
| 34 | KNX | Knight-swift Transportation | +0.1% | +7.09% | Add |
| 35 | MCD | Mcdonald's CORP | +0.1% | +0.44% | Add |
| 36 | CMCSA | Comcast Corp-class A | +0.1% | +17.64% | Add |
| 37 | GLW | Corning Inc | +0.1% | +23.87% | Add |
| 38 | CSCO | Cisco Systems Inc | 0% | +2.74% | Add |
| 39 | AXP | American Express Co | 0% | +1.06% | Add |
| 40 | BX | Blackstone Inc | 0% | -0.07% | Trim |
| 41 | TAP | Molson Coors Beverage Co - B | 0% | +22.41% | Add |
| 42 | IVZ | Invesco Ltd. | 0% | +23.28% | Add |
| 43 | AEP | American Electric Power | 0% | +35.13% | Add |
| 44 | GILD | Gilead Sciences Inc | 0% | +6.51% | Add |
| 45 | MEI | Methode Electronics Inc | 0% | +92.11% | Add |
| 46 | XYZ | Block Inc | 0% | +28.92% | Add |
| 47 | XEL | Xcel Energy Inc | 0% | NEW | New buy |
| 48 | CAKE | Cheesecake Factory Inc/the | 0% | +75.22% | Add |
| 49 | ZTS | Zoetis Inc | 0% | -0.03% | Trim |
| 50 | MA | Mastercard Inc - A | 0% | +0.49% | Add |
According to official SEC Form 13F filings, Aviance Capital Partners, LLC reported a total U.S. public equity portfolio value of $963.2M across 333 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, ABBV, GOOGL) accounted for 16.6% of total reported equity market value during Q3 2024.
Top New Position Initiated
NOW
市值: $2.8M
Top Position Liquidated / Trimmed
CRWD
前期市值: $4.4M
During Q3 2024, Aviance Capital Partners, LLC's top holdings by market value included AAPL (8.2%)、ABBV (3.7%)、GOOGL (3.3%). The largest single position, AAPL, represented 8.2% of total portfolio value.
In Q3 2024, Aviance Capital Partners, LLC made 186 total portfolio adjustments, initiating 23 new buys, adding to 98 positions, trimming 57 holdings, and fully liquidating 8 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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