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CIK: 0001542383
Total reported value
$963.2M
$963.2M
336 檔
16.5%
As reported in its official Q1 2025 Form 13F filing, Aviance Capital Partners, LLC's tracked investment portfolio stood at $963.2M with 336 total positions.
In Q1 2025, Aviance Capital Partners, LLC displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 336 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.42% | +0.12% | -1.31% | |
| 2 | ABBV | Abbvie Inc | Stock-Healthcare | 4.22% | +0.11% | +0.27% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.51% | +0.11% | +3.97% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.39% | +0.47% | -0.09% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.86% | +0.06% | +0.28% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 2.67% | +0.27% | -3.67% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.10% | -0.12% | +1.24% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.82% | -0.26% | +9.00% | |
| 9 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.57% | -0.09% | — | |
| 10 | AMGN | Amgen Inc | Stock-Healthcare | 1.43% | -0.11% | +1.83% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.39% | -0.09% | +0.18% | |
| 12 | TRV | Travelers Cos Inc/the | Stock-Financials | 1.37% | +0.01% | -0.62% | |
| 13 | LIN | Linde plc | Stock-Materials | 1.18% | -0.08% | -6.21% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 1.10% | -0.35% | +2.02% | |
| 15 | BLK | Blackrock Inc | Stock-Financials | 1.09% | -0.10% | -8.00% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.04% | -0.05% | +2.51% | |
| 17 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.03% | -0.28% | +1.72% | |
| 18 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.02% | -0.12% | +2.03% | |
| 19 | CVCO | Cavco Industries Inc | Stock-Consumer Disc | 1.01% | +0.14% | -25.94% | |
| 20 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.98% | -0.19% | -25.49% | |
| 21 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.98% | -0.08% | +3.22% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.97% | +0.01% | -13.94% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.92% | +0.01% | -2.19% | |
| 24 | CI | THE Cigna Group | Stock-Healthcare | 0.89% | -0.04% | +3.81% | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.86% | -0.07% | -0.65% | |
| 26 | LRCX | Lam Research CORP | Stock-Tech | 0.84% | +0.60% | -15.54% | |
| 27 | CSCO | Cisco Systems Inc | Stock-Tech | 0.82% | +0.07% | +4.47% | |
| 28 | MA | Mastercard Inc - A | Stock-Financials | 0.81% | -0.05% | +0.77% | |
| 29 | ZTS | Zoetis Inc | Stock-Healthcare | 0.76% | -0.16% | +5.91% | |
| 30 | ASO | Academy Sports & Outdoors In | Stock-Consumer Disc | 0.75% | -0.13% | +23.59% | |
| 31 | PGR | Progressive CORP | Stock-Financials | 0.71% | +0.04% | +3.50% | |
| 32 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.70% | — | +6.55% | |
| 33 | CPAY | Corpay Inc | Stock-Tech | 0.68% | +0.02% | -13.37% | |
| 34 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.68% | -0.02% | +10.02% | |
| 35 | KNX | Knight-swift Transportation | Stock-Industrials | 0.68% | +0.09% | +6.32% | |
| 36 | UBER | Uber Technologies Inc | Stock-Industrials | 0.65% | -0.03% | +921.07% | |
| 37 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.63% | -0.20% | +16.99% | |
| 38 | BA | Boeing Co/the | Stock-Industrials | 0.59% | — | -0.98% | |
| 39 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.59% | -0.01% | +10.42% | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.58% | +0.01% | -14.58% | |
| 41 | AXP | American Express Co | Stock-Financials | 0.55% | — | -2.35% | |
| 42 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.51% | -0.04% | +6.92% | |
| 43 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.50% | -0.03% | -0.06% | |
| 44 | CHTR | Charter Communications Inc-a | Stock-Comm Services | 0.50% | -0.15% | +6.09% | |
| 45 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.49% | -0.08% | +0.68% | |
| 46 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.48% | -0.01% | +6.49% | |
| 47 | ADBE | Adobe Inc | Stock-Tech | 0.45% | -0.08% | +144.01% | |
| 48 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.45% | +0.08% | +0.43% | |
| 49 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.44% | -0.09% | -0.34% | |
| 50 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.44% | +0.02% | +0.11% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | ABBV | Abbvie Inc | — | NEW | New buy |
| 3 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 4 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 5 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 6 | AVGO | Broadcom Inc | — | NEW | New buy |
| 7 | MSFT | Microsoft CORP | — | NEW | New buy |
| 8 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 9 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | New buy |
| 10 | AMGN | Amgen Inc | — | NEW | New buy |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 12 | TRV | Travelers Cos Inc/the | — | NEW | New buy |
| 13 | LIN | Linde plc | — | NEW | New buy |
| 14 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 15 | BLK | Blackrock Inc | — | NEW | New buy |
| 16 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 17 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 18 | SCHW | Schwab (charles) CORP | — | NEW | New buy |
| 19 | CVCO | Cavco Industries Inc | — | NEW | New buy |
| 20 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 21 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 22 | NVDA | Nvidia CORP | — | NEW | New buy |
| 23 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 24 | CI | THE Cigna Group | — | NEW | New buy |
| 25 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 26 | LRCX | Lam Research CORP | — | NEW | New buy |
| 27 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 28 | MA | Mastercard Inc - A | — | NEW | New buy |
| 29 | ZTS | Zoetis Inc | — | NEW | New buy |
| 30 | ASO | Academy Sports & Outdoors In | — | NEW | New buy |
| 31 | PGR | Progressive CORP | — | NEW | New buy |
| 32 | IBDQ | Ishares Ibonds Dec 2025 Term | — | NEW | New buy |
| 33 | CPAY | Corpay Inc | — | NEW | New buy |
| 34 | BOND | Pimco Active Bond Exchange-t | — | NEW | New buy |
| 35 | KNX | Knight-swift Transportation | — | NEW | New buy |
| 36 | UBER | Uber Technologies Inc | — | NEW | New buy |
| 37 | HCA | Hca Healthcare Inc | — | NEW | New buy |
| 38 | BA | Boeing Co/the | — | NEW | New buy |
| 39 | SCHP | Schwab U.s. Tips ETF | — | NEW | New buy |
| 40 | HD | Home Depot Inc | — | NEW | New buy |
| 41 | AXP | American Express Co | — | NEW | New buy |
| 42 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 43 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 44 | CHTR | Charter Communications Inc-a | — | NEW | New buy |
| 45 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 46 | STZ | Constellation Brands Inc-a | — | NEW | New buy |
| 47 | ADBE | Adobe Inc | — | NEW | New buy |
| 48 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 49 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 50 | DFSV | Dimensional US Small Cap Val | — | NEW | New buy |
According to official SEC Form 13F filings, Aviance Capital Partners, LLC reported a total U.S. public equity portfolio value of $963.2M across 336 disclosed positions in Q1 2025.
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, AMZN) accounted for 16.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $59.8M
During Q1 2025, Aviance Capital Partners, LLC's top holdings by market value included AAPL (8.4%)、ABBV (4.2%)、AMZN (3.5%). The largest single position, AAPL, represented 8.4% of total portfolio value.
In Q1 2025, Aviance Capital Partners, LLC made 200 total portfolio adjustments, initiating 200 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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