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CIK: 0001542383
Total reported value
$963.2M
$963.2M
361 檔
22.7%
During the Q4 2025 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 361 reported positions.
Aviance Capital Partners, LLC executed strategic sector rebalancing during Q4 2025, establishing 13 new positions while fully exiting 13 holdings and trimming 84 positions.
Showing top 200 holdings (of 361 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.09% | +0.12% | -2.22% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.51% | +0.47% | -0.33% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 4.22% | +0.27% | -2.93% | |
| 4 | ABBV | Abbvie Inc | Stock-Healthcare | 3.82% | +0.11% | +0.27% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.56% | +0.11% | +1.10% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.06% | +0.06% | -0.95% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.28% | -0.12% | -0.10% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.10% | -0.26% | +1.45% | |
| 9 | LRCX | Lam Research CORP | Stock-Tech | 1.62% | +0.60% | -2.33% | |
| 10 | AMGN | Amgen Inc | Stock-Healthcare | 1.40% | -0.11% | +10.67% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.34% | +0.01% | -1.36% | |
| 12 | TRV | Travelers Cos Inc/the | Stock-Financials | 1.23% | +0.01% | -0.24% | |
| 13 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.22% | -0.09% | — | |
| 14 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.07% | -0.12% | -0.13% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.06% | -0.09% | -1.27% | |
| 16 | BLK | Blackrock Inc | Stock-Financials | 1.02% | -0.10% | -0.50% | |
| 17 | CVCO | Cavco Industries Inc | Stock-Consumer Disc | 0.98% | +0.14% | +0.40% | |
| 18 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.98% | -0.08% | +0.35% | |
| 19 | ANET | Arista Networks Inc | Stock-Tech | 0.97% | +0.21% | -1.46% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 0.93% | -0.35% | +0.48% | |
| 21 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.92% | -0.28% | — | |
| 22 | LIN | Linde plc | Stock-Materials | 0.90% | -0.08% | +0.33% | |
| 23 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.87% | -0.19% | +9.25% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 0.87% | -0.05% | -0.54% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.78% | +0.01% | -0.79% | |
| 26 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.71% | -0.20% | -0.29% | |
| 27 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.71% | +0.11% | -3.49% | |
| 28 | MA | Mastercard Inc - A | Stock-Financials | 0.67% | -0.05% | -2.64% | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.65% | +0.04% | -0.31% | |
| 30 | BA | Boeing Co/the | Stock-Industrials | 0.64% | — | +2.74% | |
| 31 | CI | THE Cigna Group | Stock-Healthcare | 0.63% | -0.04% | +1.98% | |
| 32 | AXP | American Express Co | Stock-Financials | 0.62% | — | — | |
| 33 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.62% | +0.18% | +11.72% | |
| 34 | PGR | Progressive CORP | Stock-Financials | 0.61% | +0.04% | +31.81% | |
| 35 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.60% | -0.02% | +0.82% | |
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.59% | -0.07% | -0.50% | |
| 37 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.59% | +0.08% | — | |
| 38 | CLS | Celestica Inc | Stock-Tech | 0.56% | +0.09% | -0.90% | |
| 39 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.56% | -0.01% | — | |
| 40 | ASO | Academy Sports & Outdoors In | Stock-Consumer Disc | 0.56% | -0.13% | +4.71% | |
| 41 | UBER | Uber Technologies Inc | Stock-Industrials | 0.52% | -0.03% | +1.60% | |
| 42 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.52% | +0.02% | +0.37% | |
| 43 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.51% | -0.01% | +2.65% | |
| 44 | CPAY | Corpay Inc | Stock-Tech | 0.51% | +0.02% | +3.01% | |
| 45 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.50% | -0.04% | +2.39% | |
| 46 | DFAT | Dimensional US Target Value | ETF-Other | 0.49% | +0.02% | -0.21% | |
| 47 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.47% | -0.03% | -1.33% | |
| 48 | HD | Home Depot Inc | Stock-Consumer Disc | 0.47% | +0.01% | -1.98% | |
| 49 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.47% | -0.02% | -13.44% | |
| 50 | KNX | Knight-swift Transportation | Stock-Industrials | 0.46% | +0.09% | -0.99% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.1% | -0.33% | Trim |
| 2 | LRCX | Lam Research CORP | +0.3% | -2.33% | Trim |
| 3 | AMGN | Amgen Inc | +0.3% | +10.67% | Add |
| 4 | TMO | Thermo Fisher Scientific Inc | +0.1% | +0.35% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.1% | -0.31% | Trim |
| 6 | AAPL | Apple Inc | +0.1% | -2.22% | Trim |
| 7 | AMZN | Amazon.com Inc | +0.1% | +1.10% | Add |
| 8 | ENVA | Enova International Inc | +0.1% | -2.20% | Trim |
| 9 | PGR | Progressive CORP | +0.1% | +31.81% | Add |
| 10 | KNX | Knight-swift Transportation | +0.1% | -0.99% | Trim |
| 11 | MRK | Merck & Co. Inc. | +0.1% | -1.33% | Trim |
| 12 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | +0.1% | +247.89% | Add |
| 13 | CLS | Celestica Inc | +0.1% | -0.90% | Trim |
| 14 | LLY | Eli Lilly & Co | +0.1% | -4.75% | Trim |
| 15 | MU | Micron Technology Inc | +0.1% | +84.82% | Add |
| 16 | JNJ | Johnson & Johnson | +0.1% | -0.79% | Trim |
| 17 | AXP | American Express Co | +0.1% | — | Unchanged |
| 18 | AKAM | Akamai Technologies Inc | +0.1% | +5.93% | Add |
| 19 | FDX | Fedex CORP | +0.1% | -1.27% | Trim |
| 20 | XOM | Exxon Mobil CORP | 0% | +0.48% | Add |
| 21 | HCA | Hca Healthcare Inc | 0% | -0.29% | Trim |
| 22 | GS | Goldman Sachs Group Inc | 0% | — | Unchanged |
| 23 | OMF | Onemain Holdings Inc | 0% | -0.84% | Trim |
| 24 | QQQ | Invesco Qqq Trust Series 1 | 0% | +8.59% | Add |
| 25 | VTI | Vanguard Total Stock Mkt ETF | 0% | +7.81% | Add |
| 26 | KLAC | Kla CORP | 0% | -0.23% | Trim |
| 27 | C | Citigroup Inc | 0% | +22.66% | Add |
| 28 | XLK | Ss Technology Select Sector | 0% | +148.16% | Add |
| 29 | UNH | Unitedhealth Group Inc | 0% | +11.72% | Add |
| 30 | CPAY | Corpay Inc | 0% | +3.01% | Add |
| 31 | BAC | Bank Of America CORP | 0% | +9.06% | Add |
| 32 | COF | Capital One Financial CORP | 0% | -3.83% | Trim |
| 33 | BMY | Bristol-myers Squibb Co | 0% | -3.20% | Trim |
| 34 | DFIV | Dimensional International Va | 0% | -0.48% | Trim |
| 35 | JAZZ | Jazz Pharmaceuticals plc | 0% | -4.41% | Trim |
| 36 | KVUE | Kenvue Inc | 0% | +91.82% | Add |
| 37 | SYF | Synchrony Financial | 0% | -2.17% | Trim |
| 38 | IVZ | Invesco Ltd. | 0% | +5.91% | Add |
| 39 | AMAT | Applied Materials Inc | 0% | +0.25% | Add |
| 40 | WGO | Winnebago Industries | 0% | -4.91% | Trim |
| 41 | WMT | Walmart Inc | 0% | -0.68% | Trim |
| 42 | ROK | Rockwell Automation Inc | 0% | — | Unchanged |
| 43 | VIG | Vanguard Dividend Apprec ETF | 0% | +5.67% | Add |
| 44 | TBLA | Taboola.com Ltd. | 0% | +24.01% | Add |
| 45 | CMI | Cummins Inc | 0% | -1.66% | Trim |
| 46 | SKY | Champion Homes Inc | 0% | +12.25% | Add |
| 47 | SCHW | Schwab (charles) CORP | 0% | -0.13% | Trim |
| 48 | TRV | Travelers Cos Inc/the | 0% | -0.24% | Trim |
| 49 | LOW | Lowe's Cos Inc | 0% | +9.25% | Add |
| 50 | ASO | Academy Sports & Outdoors In | 0% | +4.71% | 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 361 disclosed positions in Q4 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 22.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
IBDR
市值: $4.8M
Top Position Liquidated / Trimmed
IBDQ
前期市值: $5.3M
During Q4 2025, Aviance Capital Partners, LLC's top holdings by market value included AAPL (8.1%)、GOOGL (5.5%)、AVGO (4.2%). The largest single position, AAPL, represented 8.1% of total portfolio value.
In Q4 2025, Aviance Capital Partners, LLC made 180 total portfolio adjustments, initiating 13 new buys, adding to 70 positions, trimming 84 holdings, and fully liquidating 13 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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