Latest imported 13F data

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

Other34.7%
Technology28.7%
Healthcare10.8%
Financial9.5%
Consumer7.2%
Industrial3.0%
Energy1.6%
Communication1.3%

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 2023Q3 2023Q2 2023Q1 2023Q4 2022