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CIK: 0001542383
Total reported value
$963.2M
$963.2M
350 檔
17.5%
In Q2 2025, Aviance Capital Partners, LLC's U.S. equity holdings reached a combined market value of $963.2M, distributed across 350 disclosed stock positions.
In Q2 2025, Aviance Capital Partners, LLC displayed an active expansion posture, initiating 21 new positions and adding to 102 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 350 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.12% | +0.12% | -1.48% | |
| 2 | AVGO | Broadcom Inc | Stock-Tech | 4.09% | +0.27% | +0.35% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.78% | +0.11% | +0.55% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.53% | +0.47% | -1.52% | |
| 5 | ABBV | Abbvie Inc | Stock-Healthcare | 3.50% | +0.11% | +0.59% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.12% | +0.06% | -0.59% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.60% | -0.12% | +0.75% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.58% | -0.26% | +19.20% | |
| 9 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.33% | -0.09% | — | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.30% | +0.01% | -1.43% | |
| 11 | TRV | Travelers Cos Inc/the | Stock-Financials | 1.29% | +0.01% | +0.07% | |
| 12 | AMGN | Amgen Inc | Stock-Healthcare | 1.20% | -0.11% | +0.70% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.18% | -0.09% | +0.10% | |
| 14 | BLK | Blackrock Inc | Stock-Financials | 1.14% | -0.10% | +0.88% | |
| 15 | LIN | Linde plc | Stock-Materials | 1.11% | -0.08% | +0.69% | |
| 16 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.10% | -0.12% | -0.50% | |
| 17 | LRCX | Lam Research CORP | Stock-Tech | 1.06% | +0.60% | +1.07% | |
| 18 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.00% | -0.28% | +0.89% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 0.99% | -0.05% | +0.53% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 0.94% | -0.35% | +1.26% | |
| 21 | ANET | Arista Networks Inc | Stock-Tech | 0.86% | +0.21% | — | |
| 22 | CI | THE Cigna Group | Stock-Healthcare | 0.84% | -0.04% | +1.01% | |
| 23 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.83% | -0.19% | -4.21% | |
| 24 | UBER | Uber Technologies Inc | Stock-Industrials | 0.83% | -0.03% | +7.15% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.80% | +0.01% | +1.09% | |
| 26 | CVCO | Cavco Industries Inc | Stock-Consumer Disc | 0.78% | +0.14% | -0.25% | |
| 27 | MA | Mastercard Inc - A | Stock-Financials | 0.76% | -0.05% | -1.72% | |
| 28 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.76% | -0.08% | +2.18% | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.75% | -0.07% | -0.44% | |
| 30 | ZTS | Zoetis Inc | Stock-Healthcare | 0.68% | -0.16% | +2.25% | |
| 31 | BA | Boeing Co/the | Stock-Industrials | 0.67% | — | +0.14% | |
| 32 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.67% | — | +3.20% | |
| 33 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.65% | -0.20% | +0.17% | |
| 34 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.65% | -0.02% | +3.30% | |
| 35 | CPAY | Corpay Inc | Stock-Tech | 0.61% | +0.02% | +1.90% | |
| 36 | PGR | Progressive CORP | Stock-Financials | 0.61% | +0.04% | -2.04% | |
| 37 | AXP | American Express Co | Stock-Financials | 0.61% | — | +0.06% | |
| 38 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.60% | -0.04% | -0.05% | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.56% | +0.01% | +4.37% | |
| 40 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.56% | -0.01% | +3.02% | |
| 41 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.54% | +0.08% | +0.43% | |
| 42 | ASO | Academy Sports & Outdoors In | Stock-Consumer Disc | 0.53% | -0.13% | -21.77% | |
| 43 | CHTR | Charter Communications Inc-a | Stock-Comm Services | 0.53% | -0.15% | +2.60% | |
| 44 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.51% | +0.02% | +18.95% | |
| 45 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.50% | +0.11% | +28.06% | |
| 46 | DFAT | Dimensional US Target Value | ETF-Other | 0.49% | +0.02% | +19.31% | |
| 47 | KNX | Knight-swift Transportation | Stock-Industrials | 0.49% | +0.09% | -23.76% | |
| 48 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.48% | -0.08% | +0.24% | |
| 49 | ADBE | Adobe Inc | Stock-Tech | 0.43% | -0.08% | +0.94% | |
| 50 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.42% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.4% | +0.35% | Add |
| 2 | ANET | Arista Networks Inc | +0.9% | NEW | New buy |
| 3 | META | Meta Platforms Inc-class A | +0.8% | +19.20% | Add |
| 4 | MSFT | Microsoft CORP | +0.5% | +0.75% | Add |
| 5 | NVDA | Nvidia CORP | +0.3% | -1.43% | Trim |
| 6 | NVO | Novo-nordisk A/s-spons Adr | +0.3% | +292.09% | Add |
| 7 | AMZN | Amazon.com Inc | +0.3% | +0.55% | Add |
| 8 | JPM | Jpmorgan Chase & Co | +0.3% | -0.59% | Trim |
| 9 | LRCX | Lam Research CORP | +0.2% | +1.07% | Add |
| 10 | CLS | Celestica Inc | +0.2% | +42.25% | Add |
| 11 | UBER | Uber Technologies Inc | +0.2% | +7.15% | Add |
| 12 | GOOGL | Alphabet Inc-cl A | +0.1% | -1.52% | Trim |
| 13 | GS | Goldman Sachs Group Inc | +0.1% | +0.43% | Add |
| 14 | DIS | Walt Disney Co/the | +0.1% | -0.05% | Trim |
| 15 | MEI | Methode Electronics Inc | +0.1% | +19.06% | Add |
| 16 | CBRL | Cracker Barrel Old Country | +0.1% | +1.45% | Add |
| 17 | SCHW | Schwab (charles) CORP | +0.1% | -0.50% | Trim |
| 18 | BA | Boeing Co/the | +0.1% | +0.14% | Add |
| 19 | MINT | Pimco Enhanced Short Maturit | +0.1% | +28.06% | Add |
| 20 | UPWK | Upwork Inc | +0.1% | NEW | New buy |
| 21 | OGN | Organon & Co | +0.1% | NEW | New buy |
| 22 | DFSV | Dimensional US Small Cap Val | +0.1% | +18.95% | Add |
| 23 | DFAT | Dimensional US Target Value | +0.1% | +19.31% | Add |
| 24 | NFLX | Netflix Inc | +0.1% | +1.66% | Add |
| 25 | SYF | Synchrony Financial | +0.1% | +35.32% | Add |
| 26 | ORCL | Oracle CORP | +0.1% | +3.36% | Add |
| 27 | AXP | American Express Co | +0.1% | +0.06% | Add |
| 28 | DISV | Dimensional International Sm | +0.1% | +12.74% | Add |
| 29 | DFIV | Dimensional International Va | +0.1% | +15.09% | Add |
| 30 | XYZ | Block Inc | +0.1% | +11.19% | Add |
| 31 | NTRS | Northern Trust CORP | +0.1% | +13.29% | Add |
| 32 | MAR | Marriott International -cl A | +0.1% | NEW | New buy |
| 33 | SH | Proshares Short S&p500 | +0.1% | NEW | New buy |
| 34 | ATKR | Atkore Inc | +0.1% | +26.67% | Add |
| 35 | BLK | Blackrock Inc | +0.1% | +0.88% | Add |
| 36 | VOO | Vanguard S&p 500 ETF | +0.1% | +16.50% | Add |
| 37 | DINO | Hf Sinclair CORP | +0.1% | +1.24% | Add |
| 38 | APP | Applovin Corp-class A | +0.1% | +66.92% | Add |
| 39 | COF | Capital One Financial CORP | 0% | +2.22% | Add |
| 40 | QQQ | Invesco Qqq Trust Series 1 | 0% | — | Unchanged |
| 41 | CAKE | Cheesecake Factory Inc/the | 0% | +6.54% | Add |
| 42 | ROK | Rockwell Automation Inc | 0% | — | Unchanged |
| 43 | CRDO | Credo Technology Group Holding Ltd | 0% | +20.48% | Add |
| 44 | SKY | Champion Homes Inc | 0% | NEW | New buy |
| 45 | IBM | Intl Business Machines CORP | 0% | +21.54% | Add |
| 46 | CHTR | Charter Communications Inc-a | 0% | +2.60% | Add |
| 47 | DFAE | Dimensional Emerging Core Eq | 0% | +12.48% | Add |
| 48 | FMC | Fmc CORP | 0% | +31.63% | Add |
| 49 | GLW | Corning Inc | 0% | NEW | New buy |
| 50 | GIS | General Mills Inc | 0% | 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 350 disclosed positions in Q2 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, AVGO, AMZN) accounted for 17.5% of total reported equity market value during Q2 2025.
Top New Position Initiated
ANET
市值: $6.6M
Top Position Liquidated / Trimmed
OXY
前期市值: $641.8K
During Q2 2025, Aviance Capital Partners, LLC's top holdings by market value included AAPL (7.1%)、AVGO (4.1%)、AMZN (3.8%). The largest single position, AAPL, represented 7.1% of total portfolio value.
In Q2 2025, Aviance Capital Partners, LLC made 186 total portfolio adjustments, initiating 21 new buys, adding to 102 positions, trimming 56 holdings, and fully liquidating 7 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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