Aviance Capital Partners, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 6, 2026, for the 2025 Q4 period, Aviance Capital Partners, LLC held in its portfolio 360 assets valued at $867,612,617 (i.e. $867.61M).

The most valuable assets in the portfolio included: APPLE INC ($70.19M), ALPHABET INC ($47.82M), and BROADCOM INC ($36.60M).

The chart below shows the top 10 valuable assets, and the table below shows the top 360 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in Aviance Capital Partners, LLC Portfolio
APPLE INC
ALPHABET INC
BROADCOM INC
ABBVIE INC
AMAZON COM INC
JPMORGAN CHASE & CO.
MICROSOFT CORP
META PLATFORMS INC
LAM RESEARCH CORP
AMGEN INC
Aviance Capital Partners, LLC - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
APPLE INC 258188 70190980 COM
ALPHABET INC 152791 47823536 CAP STK CL A
BROADCOM INC 105747 36598995 COM
ABBVIE INC 145158 33167256 COM
AMAZON COM INC 133946 30917494 COM
JPMORGAN CHASE & CO. 82311 26522203 COM
MICROSOFT CORP 40990 19823588 COM
META PLATFORMS INC 27546 18182589 CL A
LAM RESEARCH CORP 81915 14022189 COM NEW
AMGEN INC 36980 12104002 COM
NVIDIA CORPORATION 62270 11613271 COM
TRAVELERS COMPANIES INC 36673 10637249 COM
BERKSHIRE HATHAWAY INC DEL 14 10567200 CL A
SCHWAB CHARLES CORP 93021 9293744 COM
BERKSHIRE HATHAWAY INC DEL 18364 9230665 CL B NEW
BLACKROCK INC 8277 8859556 COM
CAVCO INDS INC DEL 14415 8515517 COM
THERMO FISHER SCIENTIFIC INC 14604 8462146 COM
ARISTA NETWORKS INC 64144 8404788 COM SHS
EXXON MOBIL CORP 66882 8048586 COM
LOCKHEED MARTIN CORP 16544 8001738 COM
LINDE PLC 18291 7799200 SHS
LOWES COS INC 31305 7549557 COM
VISA INC 21496 7539007 COM CL A
JOHNSON & JOHNSON 32779 6783579 COM
HCA HEALTHCARE INC 13121 6125670 COM
PIMCO ETF TR 61030 6123742 ENHAN SHRT MA AC
MASTERCARD INCORPORATED 10170 5805672 CL A
ALPHABET INC 17863 5605293 CAP STK CL C
BOEING CO 25480 5532283 COM
THE CIGNA GROUP 19760 5438459 COM
SPDR SERIES TRUST 72788 5409902 STATE STREET SPD
AMERICAN EXPRESS CO 14538 5378334 COM
UNITEDHEALTH GROUP INC 16274 5372199 COM
PROGRESSIVE CORP 23103 5261015 COM
PIMCO ETF TR 56057 5217784 ACTIVE BD ETF
PROCTER AND GAMBLE CO 35869 5140424 COM
GOLDMAN SACHS GROUP INC 5834 5128086 COM
CELESTICA INC 16496 4876383 COM
ISHARES TR 198965 4820922 IBONDS DEC2026
ACADEMY SPORTS & OUTDOORS IN 96475 4819904 COM
UBER TECHNOLOGIES INC 55151 4506388 COM
DIMENSIONAL ETF TRUST 136021 4473720 US SMALL CAP VAL
SCHWAB STRATEGIC TR 167843 4446166 US TIPS ETF
CORPAY INC 14741 4436009 COM SHS
DISNEY WALT CO 38132 4338230 COM
DIMENSIONAL ETF TRUST 71069 4231448 US TARGETED VLU
MERCK & CO INC 38794 4083496 COM
HOME DEPOT INC 11765 4048226 COM
KNIGHT-SWIFT TRANSN HLDGS IN 77087 4030107 CL A
INVESCO QQQ TR 6320 3882353 UNIT SER 1
ENOVA INTL INC 24239 3810371 COM
ISHARES TR 10574 3626565 S&P 100 ETF
DIMENSIONAL ETF TRUST 72674 3626413 INTERNATNAL VAL
ZOETIS INC 28787 3621975 CL A
SPDR S&P 500 ETF TR 5261 3587398 TR UNIT
DIMENSIONAL ETF TRUST 93733 3561871 INTL SMALL CAP V
VANGUARD INDEX FDS 10357 3472551 TOTAL STK MKT
PFIZER INC 136369 3395585 COM
CAPITAL ONE FINL CORP 13713 3323579 COM
COSTCO WHSL CORP NEW 3776 3256196 COM
MCDONALDS CORP 10349 3163051 COM
WALMART INC 27769 3093791 COM
ABBOTT LABS 23738 2974118 COM
AMERIPRISE FINL INC 6000 2942040 COM
ADOBE INC 8220 2876918 COM
VANGUARD SPECIALIZED FUNDS 12972 2850970 DIV APP ETF
VANGUARD INDEX FDS 4483 2811424 S&P 500 ETF SHS
AKAMAI TECHNOLOGIES INC 31921 2785107 COM
FEDEX CORP 9561 2761834 COM
DEERE & CO 5853 2724981 COM
KLA CORP 2132 2590551 COM NEW
PEPSICO INC 17914 2570986 COM
MATCH GROUP INC NEW 78480 2534124 COM
CONOCOPHILLIPS 26625 2492320 COM
DIMENSIONAL ETF TRUST 62044 2456303 US CORE EQUITY 2
HF SINCLAIR CORP 53215 2452124 COM
TOLL BROTHERS INC 17956 2428003 COM
CHARTER COMMUNICATIONS INC N 11541 2409184 CL A
AUTOMATIC DATA PROCESSING IN 9279 2386837 COM
ISHARES TR 3473 2378601 CORE S&P500 ETF
DIMENSIONAL ETF TRUST 72456 2359884 EMGR CRE EQT MNG
UNUM GROUP 30028 2327151 COM
ISHARES TR 23115 2308726 CORE US AGGBD ET
ELI LILLY & CO 2124 2282362 COM
CHEVRON CORP NEW 14935 2276243 COM
ONEMAIN HLDGS INC 33006 2229584 COM
ILLINOIS TOOL WKS INC 8725 2148968 COM
BANK AMERICA CORP 38371 2110397 COM
ROCKWELL AUTOMATION INC 5345 2079579 COM
UNION PAC CORP 8856 2048570 COM
COMCAST CORP NEW 67417 2015093 CL A
NETFLIX INC 20545 1926299 COM
BRISTOL-MYERS SQUIBB CO 35516 1915739 COM
HONEYWELL INTL INC 9728 1897869 COM
CALAMOS STRATEGIC TOTAL RETU 98634 1893765 COM SH BEN INT
ISHARES TR 9347 1866409 U.S. TECH ETF
COCA COLA CO 24954 1744521 COM
VERIZON COMMUNICATIONS INC 42669 1737894 COM
NUTRIEN LTD 27594 1703105 COM
SYNCHRONY FINANCIAL 20163 1682184 COM
MAGNA INTL INC 31414 1674387 COM
LYONDELLBASELL INDUSTRIES N 38589 1670904 SHS - A -
PIMCO ETF TR 31717 1662263 INTER MUN BD ACT
COLUMBIA SELIGM PREM TECH GR 44224 1627008 COM
GABELLI HLTHCARE & WELLNESS 167843 1616330 SHS
WASTE MGMT INC DEL 7339 1612452 COM
ALPS ETF TR 34280 1611838 ALERIAN MLP
WINNEBAGO INDS INC 39721 1609510 COM
ABRDN HEALTHCARE OPPORTUNITI 83837 1603793 SHS
STARWOOD PPTY TR INC 87582 1577352 COM
BANK OZK LITTLE ROCK ARK 33482 1540848 COM
ISHARES TR 47729 1477694 PFD AND INCM SEC
APPLOVIN CORP 2173 1464211 COM CL A
NUVEEN FLOATING RATE INCOME 184842 1447316 COM
CISCO SYS INC 18075 1392279 COM
COHEN & STEERS INFRASTRUCTUR 57329 1382204 COM
PGIM ETF TR 27826 1379892 PGIM ULTRA SH BD
UNILEVER PLC 21016 1374446 SPON ADR NEW
EATON VANCE LIMITED DURATION 137910 1366687 COM
DOUBLELINE OPPORTUNISTIC CR 89549 1365624 COM
ARTISAN PARTNERS ASSET MGMT 33159 1350888 CL A
MOLSON COORS BEVERAGE CO 28804 1344559 CL B
ALLSTATE CORP 6350 1321753 COM
ORACLE CORP 6571 1280754 COM
SMITH & WESSON BRANDS INC 129659 1279738 COM
ABRDN TOTAL DYNAMIC DIVIDEND 130369 1271093 COM SH BEN INT
NORTHROP GRUMMAN CORP 2225 1268464 COM
EVEREST GROUP LTD 3734 1267170 COM
DIMENSIONAL ETF TRUST 16986 1259852 US EQUITY MARKET
VANGUARD MUN BD FDS 24966 1255526 TAX EXEMPT BD
JAZZ PHARMACEUTICALS PLC 7331 1246270 SHS USD
PACER FDS TR 30213 1245380 GLOBL CASH ETF
LYFT INC 64037 1240397 CL A COM
INVESCO LTD 46754 1228224 SHS
ISHARES TR 10008 1202704 CORE S&P SCP ETF
PRICE T ROWE GROUP INC 11726 1200508 COM
ATKORE INC 18959 1199154 COM
PGIM SHORT DUR HIG YLD OPP F 71690 1179297 COM
METHODE ELECTRS INC 171997 1142059 COM
ETF SER SOLUTIONS 32878 1139239 AAM S&P 500
UNIVERSAL HLTH SVCS INC 5222 1138523 CL B
BUNGE GLOBAL SA 12690 1130434 COM SHS
TESLA INC 2512 1129782 COM
INTERNATIONAL BUSINESS MACHS 3813 1129361 COM
LEGG MASON ETF INVT 30371 1118257 FRANKLIN INTL LW
CYBERARK SOFTWARE LTD 2500 1115150 SHS
AMERICAN ELEC PWR CO INC 9385 1082184 COM
APPLIED MATLS INC 4046 1039847 COM
RTX CORPORATION 5647 1035646 COM
PIMCO ETF TR 10709 1027475 ENHNCD LW DUR AC
J P MORGAN EXCHANGE TRADED F 17922 1025873 EQUITY PREMIUM
ISHARES TR 9279 1019875 TIPS BD ETF
CINCINNATI FINL CORP 6181 1009481 COM
SELECT SECTOR SPDR TR 7003 1008244 STATE STREET TEC
CREDO TECHNOLOGY GROUP HOLDI 7000 1007230 ORDINARY SHARES
PAYPAL HLDGS INC 17190 1003564 COM
SSGA ACTIVE ETF TR 31438 988721 STATE STREET MUL
BLACKSTONE INC 6394 985571 COM
PIMCO CORPORATE & INCM STRG 76965 982077 COM
DUKE ENERGY CORP NEW 8323 975539 COM NEW
NUVEEN AMT FREE QLTY MUN INC 82898 964106 COM
SPDR GOLD TR 2402 951937 GOLD SHS
RMR GROUP INC 63598 947609 CL A
STRYKER CORPORATION 2694 946860 COM
CSX CORP 26052 944375 COM
PHILIP MORRIS INTL INC 5876 942587 COM
UPWORK INC 46494 921511 COM
M & T BK CORP 4505 907667 COM
ISHARES TR 8184 873282 SHRT NAT MUN ETF
ISHARES TR 8041 863205 INTRM GOV CR ETF
CITIGROUP INC 7336 856039 COM NEW
AIR PRODS & CHEMS INC 3450 852219 COM
PHILLIPS 66 6604 852180 COM
CUMMINS INC 1662 848419 COM
NUVEEN MULTI-MKT INCOME FD 136922 827009 COM
PGIM HIGH YIELD BOND FUND IN 56303 814701 COM
PAYCHEX INC 7150 802087 COM
INTUITIVE SURGICAL INC 1407 796869 COM NEW
ROBERT HALF INC. 29281 795275 COM
EMERSON ELEC CO 5976 793135 COM
NASDAQ INC 8165 793066 COM
CRACKER BARREL OLD CTRY STOR 30510 774946 COM
MPLX LP 14474 772477 COM UNIT REP LTD
HARTFORD INSURANCE GROUP INC 5587 769889 COM
NEXTERA ENERGY INC 9559 767397 COM
ORGANON & CO 105710 757941 COMMON STOCK
ALTRIA GROUP INC 13092 754872 COM
QUAKER HOUGHTON 5475 751772 COM
TARGET CORP 7627 745503 COM
MICRON TECHNOLOGY INC 2606 743900 COM
NB BANCORP INC 37167 736650 COM
TAIWAN SEMICONDUCTOR MFG LTD 2417 734502 SPONSORED ADS
DANAHER CORPORATION 3203 733231 COM
SOUTHERN CO 8373 730161 COM
CORTEVA INC 10871 728707 COM
EVERCORE INC 2128 724052 CLASS A
QUALCOMM INC 4204 719153 COM
SELECT SECTOR SPDR TR 4617 716189 STATE STREET IND
AT&T INC 28436 706355 COM
ISHARES SILVER TR 10688 688521 ISHARES
RBB FD INC 13720 684354 US TREAS 3 MNTH
MCKESSON CORP 830 680841 COM
TRUIST FINL CORP 13824 680279 COM
BLOCK INC 10405 677261 CL A
SPDR DOW JONES INDL AVERAGE 1409 677123 UT SER 1
3M CO 4228 676903 COM
CHAMPION HOMES INC 7926 669747 COM
ISHARES TR 1766 659495 RUS 1000 ETF
ANALOG DEVICES INC 2420 656304 COM
CME GROUP INC 2403 656211 COM
EATON CORP PLC 2057 655175 SHS
ISHARES TR 9885 652410 CORE S&P MCP ETF
DNP SELECT INCOME FD INC 65157 650918 COM
UNITED PARCEL SERVICE INC 6561 650786 CL B
GILEAD SCIENCES INC 5046 619346 COM
EDWARDS LIFESCIENCES CORP 7194 613289 COM
SELECT SECTOR SPDR TR 10926 598392 STATE STREET FIN
LIVE OAK BANCSHARES INC 17282 593653 COM
WESTERN ASST INFLTN LKD INM 68300 564837 COM SH BEN INT
ECOLAB INC 2120 556542 COM
MARRIOTT INTL INC NEW 1786 554093 CL A
ENTERPRISE PRODS PARTNERS L 16794 538415 COM
INVESCO EXCHANGE TRADED FD T 11550 525641 S&P500 EQL TEC
SALESFORCE INC 1977 523727 COM
SUNCOR ENERGY INC NEW 11713 519589 COM
NOVO-NORDISK A S 10188 518365 ADR
MUELLER INDS INC 4511 517912 COM
SCHWAB STRATEGIC TR 11361 513638 FUNDAMENTAL INTL
PALANTIR TECHNOLOGIES INC 2877 511351 CL A
MEDTRONIC PLC 5317 510751 SHS
PRUDENTIAL FINL INC 4522 510412 COM
IDEXX LABS INC 750 507398 COM
VANECK ETF TRUST 17007 499421 FALLEN ANGEL HG
SCHWAB STRATEGIC TR 18963 497396 US BRD MKT ETF
ISHARES TR 4031 496835 S&P 500 GRWT ETF
TJX COS INC NEW 3223 495085 COM
HANCOCK JOHN INVT TR II 35696 487963 COM
ROKU INC 4489 487012 COM CL A
ROYAL BK CDA 2853 486408 COM
EXPONENT INC 7000 486220 COM
GE AEROSPACE 1578 485990 COM NEW
GUGGENHEIM ACTIVE ALLOC FD 31620 484730 COMMON STOCK
FIRST TR EXCHANGE-TRADED ALP 2975 481511 COM SHS
DOUBLELINE YIELD OPPORTUNITI 33026 480192 COM
NUVEEN PENNSYLVANIA QLT MUN 39962 475150 COM
WESTERN ASSET INVESTMENT GRA 38064 475040 COM
PROSHARES TR 13000 468390 SHORT S&P 500 NE
WESTERN ASSET MANAGED MUNS F 44865 468386 COM
INVESCO EXCHANGE TRADED FD T 10003 459053 RAFI US 1500
KKR INCOME OPPORTUNITIES FD 39499 457793 COM
KENVUE INC 26461 456452 COM
ISHARES TR 9355 456068 CORE 1 5 YR USD
PARKER-HANNIFIN CORP 515 452664 COM
WESTERN ASSET MTG DEFINED OP 40548 448456 COM
CORNING INC 4936 432196 COM
ENERGY TRANSFER L P 26167 431495 COM UT LTD PTN
SCHWAB STRATEGIC TR 17948 431465 INTL EQTY ETF
VALERO ENERGY CORP 2575 419184 COM
PIMCO DYNAMIC INCOME FD 22660 401305 SHS
PINNACLE WEST CAP CORP 4500 399150 COM
WELLS FARGO CO NEW 4276 398480 COM
NUVEEN NASDAQ 100 DYNAMIC OV 13897 396330 COM SHS
LEGACY HOUSING CORP 20173 393777 COM
TABOOLA.COM LTD 85235 392933 ORD SHS
BOOKING HOLDINGS INC 73 391660 COM
NATIONAL HEALTH INVS INC 5114 390556 COM
GALLAGHER ARTHUR J & CO 1500 388185 COM
MARATHON PETE CORP 2371 385596 COM
HELIOS TECHNOLOGIES INC 7087 379084 COM
AFLAC INC 3430 378226 COM
WASTE CONNECTIONS INC 2150 377024 COM
INVESCO EXCHANGE TRADED FD T 5187 373516 S&P SMLCP MOMENT
CONSTELLATION BRANDS INC 2658 366698 CL A
VANGUARD INDEX FDS 745 363456 GROWTH ETF
STARBUCKS CORP 4308 362777 COM
SPROUTS FMRS MKT INC 4552 362658 COM
CVS HEALTH CORP 4495 356749 COM
J P MORGAN EXCHANGE TRADED F 7113 356176 DIVERSFD EQT ETF
ELLSWORTH GROWTH & INCOME FD 30580 355640 COM
VANGUARD INDEX FDS 1223 354939 MID CAP ETF
DIMENSIONAL ETF TRUST 7563 352341 US MKTWIDE VALUE
SCHWAB STRATEGIC TR 13043 350975 US LRG CAP ETF
VANGUARD WHITEHALL FDS 2377 341147 HIGH DIV YLD
KINDER MORGAN INC DEL 12395 340739 COM
SPROTT ASSET MANAGEMENT LP 7430 340294 PHYSICAL GOLD AN
SKYWORKS SOLUTIONS INC 5352 339370 COM
ISHARES TR 3523 335460 MBS ETF
CATERPILLAR INC 583 333983 COM
DOMINION ENERGY INC 5690 333377 COM
DUPONT DE NEMOURS INC 8260 332064 COM
SMUCKER J M CO 3387 331282 COM NEW
ADMA BIOLOGICS INC 17863 325821 COM
NUVEEN MUNICIPAL CREDIT INC 25878 325544 COM SH BEN INT
FMC CORP 23321 323458 COM NEW
BLACKROCK MUNIHOLDINGS FD IN 27504 322894 COM
QNITY ELECTRONICS INC 3922 320200 COMMON STOCK
PLAINS ALL AMERN PIPELINE L 17559 315355 UNIT LTD PARTN
EATON VANCE MUN INCOME 2028 16729 312839 SHS
ISHARES TR 1265 311392 RUSSELL 2000 ETF
CLOROX CO DEL 3080 310556 COM
ENBRIDGE INC 6480 309938 COM
AMPHENOL CORP NEW 2282 308389 CL A
MOTOROLA SOLUTIONS INC 800 306656 COM NEW
ALERUS FINL CORP 13111 295256 COM
KKR & CO INC 2316 295212 COM
DOW INC 12471 291570 COM
EZCORP INC 14756 286562 CL A NON VTG
ISHARES TR 4263 286176 MSCI ACWI EX US
BARRICK MNG CORP 6549 285209 COM SHS
FIRST FNDTN INC 45680 281389 COM
NORFOLK SOUTHN CORP 962 277749 COM
BLACKROCK MUN TARGET TERM TR 12113 276421 COM SHS BEN IN
PALO ALTO NETWORKS INC 1487 273905 COM
GE VERNOVA INC 418 273192 COM
VANGUARD INDEX FDS 1421 271397 VALUE ETF
MORGAN STANLEY 1507 267538 COM NEW
SPDR INDEX SHS FDS 6011 266949 PORTFOLIO DEVLPD
TEXAS INSTRS INC 1515 262833 COM
LISTED FDS TR 5904 262484 HORIZON KINETICS
WISDOMTREE TR 2972 261774 US LARGECAP DIVD
MSC INDL DIRECT INC 3097 260458 CL A
DIGITAL RLTY TR INC 1680 259913 COM
ISHARES TR 5079 256872 ULTRA SHORT DUR
VANGUARD INDEX FDS 814 256247 LARGE CAP ETF
ISHARES TR 790 255178 RUS 2000 GRW ETF
INTEL CORP 6890 254241 COM
VANGUARD INDEX FDS 984 253823 SMALL CP ETF
MFS MUN INCOME TR 46422 252071 SH BEN INT
ISHARES TR 2329 249459 NATIONAL MUN ETF
HERSHEY CO 1350 245673 COM
INTERACTIVE BROKERS GROUP IN 3820 245664 COM CL A
BLACKROCK MUNIVEST FD INC 35334 244864 COM
BHP GROUP LTD 3991 240937 SPONSORED ADS
BANK NEW YORK MELLON CORP 2053 238333 COM
FORTINET INC 3000 238230 COM
FIDELITY COVINGTON TRUST 3546 236696 LOW VOLITY ETF
XCEL ENERGY INC 3163 233619 COM
NUVEEN S&P 500 DYNAMIC OVERW 12774 230451 COM
GENERAL MTRS CO 2805 228103 COM
COLGATE PALMOLIVE CO 2880 227578 COM
SCHWAB STRATEGIC TR 6879 224377 US LCAP GR ETF
SEAGATE TECHNOLOGY HLDNGS PL 813 223892 ORD SHS
CHURCHILL DOWNS INC 1965 223578 COM
YUM BRANDS INC 1460 220869 COM
ISHARES TR 1020 216311 S&P 500 VAL ETF
WW GRAINGER INC 205 206855 COM
BNY MELLON STRATEGIC MUN BD 33469 206506 COM
ISHARES TR 2412 204610 U.S. PHARMA ETF
ISHARES TR 4250 203754 US HLTHCR PR ETF
BLACKROCK INCOME TR INC 18434 203515 COM NEW
HUNTINGTON BANCSHARES INC 11320 196402 COM
GARRETT MOTION INC 11051 192619 COM
NUVEEN AMT-FREE MUN VALUE FD 13029 186445 COM
BLACKROCK MUNIYIELD PA QLTY 15133 167669 COM
BROOKFIELD REAL ASSETS INCOM 11708 151734 SHS BEN INT
EATON VANCE SR FLTNG RTE TR 10937 121838 COM
PUTNAM MUN OPPORTUNITIES TR 10555 112939 SH BEN INT
SNAP INC 13000 104910 CL A
1 800 FLOWERS COM INC 12938 50846 CL A