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CIK: 0001542383
Total reported value
$963.2M
$963.2M
322 檔
18.5%
According to the latest 13F quarterly dataset, Aviance Capital Partners, LLC managed an equity portfolio of $963.2M at the end of Q4 2024, spanning 322 distinct U.S. exchange-listed positions.
In Q4 2024, Aviance Capital Partners, LLC displayed an active expansion posture, initiating 18 new positions and adding to 96 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 322 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 9.45% | +0.12% | +2.69% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.08% | +0.47% | +2.82% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.83% | +0.11% | +1.13% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 3.77% | +0.27% | -0.46% | |
| 5 | ABBV | Abbvie Inc | Stock-Healthcare | 3.51% | +0.11% | -0.13% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.74% | +0.06% | -0.99% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.29% | -0.12% | +3.33% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.66% | -0.26% | +2.78% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.38% | +0.01% | -57.43% | |
| 10 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.37% | -0.19% | -0.17% | |
| 11 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.32% | -0.09% | — | |
| 12 | BLK | Blackrock Inc | Stock-Financials | 1.27% | -0.10% | — | |
| 13 | TRV | Travelers Cos Inc/the | Stock-Financials | 1.23% | +0.01% | +1.97% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.16% | -0.09% | +0.33% | |
| 15 | AMGN | Amgen Inc | Stock-Healthcare | 1.15% | -0.11% | +0.68% | |
| 16 | CVCO | Cavco Industries Inc | Stock-Consumer Disc | 1.15% | +0.14% | +7.24% | |
| 17 | LIN | Linde plc | Stock-Materials | 1.11% | -0.08% | +1.35% | |
| 18 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.08% | -0.28% | +2.74% | |
| 19 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.98% | -0.08% | +1.95% | |
| 20 | LRCX | Lam Research CORP | Stock-Tech | 0.97% | +0.60% | — | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 0.96% | -0.35% | +3.84% | |
| 22 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.93% | -0.12% | +1.63% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 0.90% | -0.05% | -6.65% | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.84% | -0.07% | +2.26% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.81% | +0.01% | +5.12% | |
| 26 | KNX | Knight-swift Transportation | Stock-Industrials | 0.76% | +0.09% | +3.57% | |
| 27 | MA | Mastercard Inc - A | Stock-Financials | 0.76% | -0.05% | +2.10% | |
| 28 | ASO | Academy Sports & Outdoors In | Stock-Consumer Disc | 0.75% | -0.13% | +25.91% | |
| 29 | CPAY | Corpay Inc | Stock-Tech | 0.75% | +0.02% | -20.60% | |
| 30 | CSCO | Cisco Systems Inc | Stock-Tech | 0.74% | +0.07% | +3.16% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.71% | +0.01% | +3.87% | |
| 32 | CI | THE Cigna Group | Stock-Healthcare | 0.71% | -0.04% | +1.72% | |
| 33 | ZTS | Zoetis Inc | Stock-Healthcare | 0.69% | -0.16% | +3.37% | |
| 34 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.64% | — | +1.65% | |
| 35 | AXP | American Express Co | Stock-Financials | 0.61% | — | +1.99% | |
| 36 | BA | Boeing Co/the | Stock-Industrials | 0.61% | — | -0.80% | |
| 37 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.59% | -0.02% | +3.79% | |
| 38 | PGR | Progressive CORP | Stock-Financials | 0.57% | +0.04% | -1.08% | |
| 39 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.55% | -0.03% | -1.24% | |
| 40 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.53% | -0.01% | +4.02% | |
| 41 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.53% | -0.04% | +3.67% | |
| 42 | PFE | Pfizer Inc | Stock-Healthcare | 0.51% | -0.14% | +57.26% | |
| 43 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.50% | -0.01% | +95.08% | |
| 44 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.50% | -0.02% | +56.76% | |
| 45 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.47% | +0.02% | +4.35% | |
| 46 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.46% | -0.08% | -48.88% | |
| 47 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.46% | -0.20% | +45.46% | |
| 48 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.46% | +0.08% | -0.09% | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.45% | +0.04% | +4.68% | |
| 50 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.45% | -0.02% | +1.67% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +1.3% | +2.69% | Add |
| 2 | BLK | Blackrock Inc | +1.3% | NEW | New buy |
| 3 | AVGO | Broadcom Inc | +1.1% | -0.46% | Trim |
| 4 | LRCX | Lam Research CORP | +1% | NEW | New buy |
| 5 | AMZN | Amazon.com Inc | +0.8% | +1.13% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.8% | +2.82% | Add |
| 7 | JPM | Jpmorgan Chase & Co | +0.4% | -0.99% | Trim |
| 8 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.2% | +56.76% | Add |
| 9 | PFE | Pfizer Inc | +0.2% | +57.26% | Add |
| 10 | ASO | Academy Sports & Outdoors In | +0.2% | +25.91% | Add |
| 11 | SCHW | Schwab (charles) CORP | +0.2% | +1.63% | Add |
| 12 | CVCO | Cavco Industries Inc | +0.2% | +7.24% | Add |
| 13 | META | Meta Platforms Inc-class A | +0.2% | +2.78% | Add |
| 14 | UNM | Unum Group | +0.1% | +10.33% | Add |
| 15 | MSFT | Microsoft CORP | +0.1% | +3.33% | Add |
| 16 | PDCOEUR | Patterson Cos Inc | +0.1% | +37.93% | Add |
| 17 | CSCO | Cisco Systems Inc | +0.1% | +3.16% | Add |
| 18 | LYB | LyondellBasell Industries N.V. | +0.1% | +102.66% | Add |
| 19 | DIS | Walt Disney Co/the | +0.1% | +3.67% | Add |
| 20 | BA | Boeing Co/the | +0.1% | -0.80% | Trim |
| 21 | TRV | Travelers Cos Inc/the | +0.1% | +1.97% | Add |
| 22 | LULU | Lululemon Athletica Inc | +0.1% | +0.53% | Add |
| 23 | COF | Capital One Financial CORP | +0.1% | +7.50% | Add |
| 24 | V | Visa Inc-class A Shares | +0.1% | -6.65% | Trim |
| 25 | OZK | Bank Ozk | +0.1% | NEW | New buy |
| 26 | ATKR | Atkore Inc | +0.1% | NEW | New buy |
| 27 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +23.90% | Add |
| 28 | APP | Applovin Corp-class A | +0.1% | +28.65% | Add |
| 29 | GOOG | Alphabet Inc-cl C | +0.1% | +4.68% | Add |
| 30 | PULS | Pgim Ultra Short Bond ETF | +0.1% | +31.50% | Add |
| 31 | AXP | American Express Co | +0.1% | +1.99% | Add |
| 32 | MA | Mastercard Inc - A | +0.1% | +2.10% | Add |
| 33 | SFM | Sprouts Farmers Market Inc | +0.1% | +5.41% | Add |
| 34 | GS | Goldman Sachs Group Inc | +0.1% | -0.09% | Trim |
| 35 | AMP | Ameriprise Financial Inc | +0.1% | +1.67% | Add |
| 36 | CLS | Celestica Inc | +0.1% | +11.96% | Add |
| 37 | TSLA | Tesla Inc | +0.1% | NEW | New buy |
| 38 | CBRL | Cracker Barrel Old Country | +0.1% | +32.91% | Add |
| 39 | XYZ | Block Inc | +0.1% | +4.62% | Add |
| 40 | CHTR | Charter Communications Inc-a | +0.1% | +7.16% | Add |
| 41 | FDX | Fedex CORP | +0.1% | +11.14% | Add |
| 42 | NTRS | Northern Trust CORP | +0.1% | +21.60% | Add |
| 43 | GILD | Gilead Sciences Inc | +0.1% | +12.28% | Add |
| 44 | ROKU | Roku Inc | +0.1% | +37.62% | Add |
| 45 | ENVA | Enova International Inc | +0.1% | -0.85% | Trim |
| 46 | RMR | Rmr Group Inc/the - A | +0.1% | NEW | New buy |
| 47 | CRDO | Credo Technology Group Holding Ltd | +0.1% | NEW | New buy |
| 48 | SCHF | Schwab Intl Equity ETF | +0.1% | NEW | New buy |
| 49 | FLWS | 1-800-flowers.com Inc-cl A | +0.1% | +20.93% | Add |
| 50 | CAKE | Cheesecake Factory Inc/the | +0.1% | +22.55% | 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 322 disclosed positions in Q4 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, GOOGL, AMZN) accounted for 18.5% of total reported equity market value during Q4 2024.
Top New Position Initiated
BLK
市值: $9.2M
Top Position Liquidated / Trimmed
LRCXEUR
前期市值: $8.7M
During Q4 2024, Aviance Capital Partners, LLC's top holdings by market value included AAPL (9.4%)、GOOGL (4.1%)、AMZN (3.8%). The largest single position, AAPL, represented 9.4% of total portfolio value.
In Q4 2024, Aviance Capital Partners, LLC made 194 total portfolio adjustments, initiating 18 new buys, adding to 96 positions, trimming 51 holdings, and fully liquidating 29 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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Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
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