Data as of Q4 2025 (Dec 31, 2025)

Aviance Capital Partners, LLC

โ€ขCIK: 1542383โ€ขFiling: Q4 2025

**Aviance Capital Partners, LLC** manages $868M across a diversified portfolio of 361 positions. The fund exhibits significant concentration in mega-cap technology and healthcare names, notably holding AAPL ($70.2M) and GOOGL ($47.8M). Further allocations include substantial positions in AVGO ($36.6M), ABBV ($33.2M), and AMZN ($30.9M). This structure suggests a conviction-driven, large-cap growth mandate across key sectors.

Total AUM
$867.6M
QoQ Performance
+3.0%
Positions
310
Top 10 Concentration
38.4%
Latest Filing
Q4 2025

Top Holdings Allocation

AAPL
GOOGL
AAPL8.1%
GOOGL5.5%
AVGO4.2%
ABBV3.8%
AMZN3.6%
JPM3.1%
MSFT2.3%
META2.1%

๐Ÿ“ˆ Biggest Buys

IBDR
ISHARES TR
NEW
0.6% of portfolio
NFLX
NETFLIX INC
+1153.5%
0.2% of portfolio
UL
UNILEVER PLC
NEW
0.2% of portfolio
PGR
PROGRESSIVE CORP
+31.8%
0.6% of portfolio
AMGN
AMGEN INC
+10.7%
1.4% of portfolio

๐Ÿ“‰ Biggest Sells

AAPL
APPLE INC
-2.2%
8.1% of portfolio
AVGO
BROADCOM INC
-2.9%
4.2% of portfolio
MO
ALTRIA GROUP INC
-51.5%
0.1% of portfolio
PULS
PGIM ETF TR
-35.0%
0.2% of portfolio
BIL
SPDR SERIES TRUST
-13.4%
0.5% of portfolio

Sector Breakdown

Other32.8%
Technology28.7%
Financial11.8%
Healthcare10.8%
Consumer7.2%
Industrial3.0%
Communication1.3%
Energy1.3%

๐Ÿšช Exited Positionssold since Q3 2025

IBDQ
ISHARES TR
SOLD
$5.3M
UL
UNILEVER PLC
SOLD
$1.5M
SLV
ISHARES SILVER TR
SOLD
$1.2M
FMC
FMC CORP
SOLD
$854.5K
T
AT&T INC
SOLD
$816.0K
+160 more exited positions

Changes from Q3 2025

NEW3 new positions
โ†‘87 increased
โ†“87 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023