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CIK: 0001542383
Total reported value
$963.2M
$963.2M
363 檔
21.1%
According to the latest 13F quarterly dataset, Aviance Capital Partners, LLC managed an equity portfolio of $963.2M at the end of Q3 2025, spanning 363 distinct U.S. exchange-listed positions.
In Q3 2025, Aviance Capital Partners, LLC displayed an active expansion posture, initiating 37 new positions and adding to 87 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 363 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.98% | +0.12% | -0.52% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.43% | +0.47% | -0.12% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 4.27% | +0.27% | -4.13% | |
| 4 | ABBV | Abbvie Inc | Stock-Healthcare | 3.98% | +0.11% | +0.43% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.45% | +0.11% | +0.40% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.11% | +0.06% | +0.84% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.52% | -0.12% | +2.54% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.37% | -0.26% | +1.64% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.40% | +0.01% | +0.29% | |
| 10 | LRCX | Lam Research CORP | Stock-Tech | 1.33% | +0.60% | +0.70% | |
| 11 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.25% | -0.09% | — | |
| 12 | TRV | Travelers Cos Inc/the | Stock-Financials | 1.22% | +0.01% | -0.30% | |
| 13 | BLK | Blackrock Inc | Stock-Financials | 1.15% | -0.10% | +0.34% | |
| 14 | ANET | Arista Networks Inc | Stock-Tech | 1.13% | +0.21% | +1.22% | |
| 15 | AMGN | Amgen Inc | Stock-Healthcare | 1.12% | -0.11% | +1.66% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.11% | -0.09% | -0.12% | |
| 17 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.06% | -0.12% | +0.89% | |
| 18 | LIN | Linde plc | Stock-Materials | 1.03% | -0.08% | +0.92% | |
| 19 | CVCO | Cavco Industries Inc | Stock-Consumer Disc | 0.99% | +0.14% | +4.66% | |
| 20 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.98% | -0.28% | -0.18% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 0.89% | -0.35% | -0.09% | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 0.88% | -0.05% | +1.57% | |
| 23 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.86% | -0.19% | -0.05% | |
| 24 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.84% | -0.08% | +1.59% | |
| 25 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.76% | +0.11% | +65.56% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.73% | +0.01% | -17.50% | |
| 27 | MA | Mastercard Inc - A | Stock-Financials | 0.71% | -0.05% | +1.02% | |
| 28 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.67% | -0.20% | +1.19% | |
| 29 | CI | THE Cigna Group | Stock-Healthcare | 0.66% | -0.04% | -0.38% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.66% | -0.07% | +0.41% | |
| 31 | BA | Boeing Co/the | Stock-Industrials | 0.64% | — | +0.90% | |
| 32 | UBER | Uber Technologies Inc | Stock-Industrials | 0.63% | -0.03% | -19.95% | |
| 33 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.63% | — | +3.59% | |
| 34 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.62% | -0.02% | +3.03% | |
| 35 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.60% | +0.18% | +1197.15% | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.58% | +0.01% | +1.93% | |
| 37 | AXP | American Express Co | Stock-Financials | 0.57% | — | — | |
| 38 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.56% | -0.02% | +51.88% | |
| 39 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.55% | +0.08% | +0.22% | |
| 40 | ASO | Academy Sports & Outdoors In | Stock-Consumer Disc | 0.55% | -0.13% | +1.10% | |
| 41 | ZTS | Zoetis Inc | Stock-Healthcare | 0.53% | -0.16% | -8.18% | |
| 42 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.52% | -0.01% | +2.43% | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.52% | +0.04% | +0.54% | |
| 44 | PGR | Progressive CORP | Stock-Financials | 0.51% | +0.04% | +0.14% | |
| 45 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.51% | +0.02% | +2.38% | |
| 46 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.51% | -0.04% | +0.70% | |
| 47 | DFAT | Dimensional US Target Value | ETF-Other | 0.49% | +0.02% | +2.15% | |
| 48 | CPAY | Corpay Inc | Stock-Tech | 0.49% | +0.02% | +1.17% | |
| 49 | CLS | Celestica Inc | Stock-Tech | 0.49% | +0.09% | -5.14% | |
| 50 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.43% | -0.08% | +6.17% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.6% | -4.13% | Trim |
| 2 | GOOGL | Alphabet Inc-cl A | +1% | -0.12% | Trim |
| 3 | META | Meta Platforms Inc-class A | +0.6% | +1.64% | Add |
| 4 | LRCX | Lam Research CORP | +0.5% | +0.70% | Add |
| 5 | NVDA | Nvidia CORP | +0.4% | +0.29% | Trim |
| 6 | MSFT | Microsoft CORP | +0.4% | +2.54% | Add |
| 7 | UNH | Unitedhealth Group Inc | +0.4% | +1197.15% | Add |
| 8 | CLS | Celestica Inc | +0.4% | -5.14% | Add |
| 9 | MINT | Pimco Enhanced Short Maturit | +0.3% | +65.56% | Add |
| 10 | JPM | Jpmorgan Chase & Co | +0.3% | +0.84% | Add |
| 11 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.2% | +51.88% | Add |
| 12 | APP | Applovin Corp-class A | +0.1% | +3.49% | Add |
| 13 | GOOG | Alphabet Inc-cl C | +0.1% | +0.54% | Add |
| 14 | CRDO | Credo Technology Group Holding Ltd | +0.1% | +32.80% | Add |
| 15 | GS | Goldman Sachs Group Inc | +0.1% | +0.22% | Add |
| 16 | ORCL | Oracle CORP | +0.1% | +1.31% | Add |
| 17 | DINO | Hf Sinclair CORP | +0.1% | -3.62% | Trim |
| 18 | VOO | Vanguard S&p 500 ETF | +0.1% | +12.42% | Add |
| 19 | TSLA | Tesla Inc | +0.1% | +88.49% | Add |
| 20 | DFSV | Dimensional US Small Cap Val | +0.1% | +2.38% | Add |
| 21 | DFAT | Dimensional US Target Value | +0.1% | +2.15% | Add |
| 22 | DISV | Dimensional International Sm | +0.1% | +3.53% | Add |
| 23 | BLK | Blackrock Inc | +0.1% | +0.34% | Add |
| 24 | PFE | Pfizer Inc | +0.1% | +41.63% | Add |
| 25 | DFIV | Dimensional International Va | +0.1% | +2.05% | Add |
| 26 | BA | Boeing Co/the | +0.1% | +0.90% | Add |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +13.03% | Add |
| 28 | SYF | Synchrony Financial | +0.1% | -3.53% | Add |
| 29 | PLTR | Palantir Technologies Inc-a | +0.1% | +60.59% | Add |
| 30 | SCHW | Schwab (charles) CORP | 0% | +0.89% | Add |
| 31 | HCA | Hca Healthcare Inc | 0% | +1.19% | Add |
| 32 | QQQ | Invesco Qqq Trust Series 1 | 0% | +1.06% | Add |
| 33 | KLAC | Kla CORP | 0% | — | Trim |
| 34 | DFAE | Dimensional Emerging Core Eq | 0% | +2.58% | Add |
| 35 | IBM | Intl Business Machines CORP | 0% | +15.90% | Add |
| 36 | IVV | Ishares Core S&p 500 ETF | 0% | +7.28% | Add |
| 37 | ROK | Rockwell Automation Inc | 0% | — | Unchanged |
| 38 | MGA | Magna International Inc | 0% | -2.41% | Trim |
| 39 | C | Citigroup Inc | 0% | +10.66% | Add |
| 40 | TSM | Taiwan Semiconductor-sp Adr | 0% | +9.87% | Add |
| 41 | AXP | American Express Co | 0% | — | Add |
| 42 | OEF | Ishares S&p 100 ETF | 0% | -0.04% | Trim |
| 43 | ITW | Illinois Tool Works | 0% | +21.60% | Add |
| 44 | NFLX | Netflix Inc | 0% | +2.95% | Add |
| 45 | IYW | Ishares Ustechnology ETF | 0% | -3.52% | Trim |
| 46 | ✓ | Cyberark Software LTD. Cmn | 0% | — | Unchanged |
| 47 | SLV | Ishares Silver Trust | 0% | — | Unchanged |
| 48 | MTB | M & T Bank CORP | 0% | +32.31% | Add |
| 49 | RTX | Rtx CORP | 0% | -0.12% | Add |
| 50 | AMAT | Applied Materials Inc | 0% | +1.76% | 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 363 disclosed positions in Q3 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, GOOGL, AVGO) accounted for 21.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
ANET
市值: $9.5M
Top Position Liquidated / Trimmed
LULU
前期市值: $1.7M
During Q3 2025, Aviance Capital Partners, LLC's top holdings by market value included AAPL (8.0%)、GOOGL (4.4%)、AVGO (4.3%). The largest single position, AAPL, represented 8.0% of total portfolio value.
In Q3 2025, Aviance Capital Partners, LLC made 192 total portfolio adjustments, initiating 37 new buys, adding to 87 positions, trimming 56 holdings, and fully liquidating 12 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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