Aviance Capital Partners, LLC Q1 2025 Filing

Filed April 29, 2025

Portfolio Value

$710.8M

Holdings

336

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (336 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
269,394$59.8M8.42%
2
ABBVABBVIE INC
143,303$30.0M4.22%
3
AMZNAMAZON COM INC
131,229$25.0M3.51%
4
GOOGLALPHABET INC
155,851$24.1M3.39%
5
JPMJPMORGAN CHASE & CO.
82,900$20.3M2.86%
6
AVGOBROADCOM INC
113,229$19.0M2.67%
7
MSFTMICROSOFT CORP
39,718$14.9M2.10%
8
METAMETA PLATFORMS INC
22,412$12.9M1.82%
9
BRK-BBERKSHIRE HATHAWAY INC DEL
14$11.2M1.57%
10
AMGNAMGEN INC
32,639$10.2M1.43%
11
BRK/BBERKSHIRE HATHAWAY INC DEL
18,606$9.9M1.39%
12
TRVTRAVELERS COMPANIES INC
36,845$9.7M1.37%
13
LINLINDE PLC
17,942$8.4M1.18%
14
XOMEXXON MOBIL CORP
65,793$7.8M1.10%
15
BLKBLACKROCK INC
8,219$7.8M1.09%
16
VVISA INC
21,166$7.4M1.04%
17
LMTLOCKHEED MARTIN CORP
16,427$7.3M1.03%
18
SCHWSCHWAB CHARLES CORP
92,775$7.3M1.02%
19
CVCOCAVCO INDS INC DEL
13,752$7.1M1.01%
20
LOWLOWES COS INC
29,930$7.0M0.98%
21
TMOTHERMO FISHER SCIENTIFIC INC
14,019$7.0M0.98%
22
NVDANVIDIA CORPORATION
63,865$6.9M0.97%
23
JNJJOHNSON & JOHNSON
39,620$6.6M0.92%
24
CITHE CIGNA GROUP
19,255$6.3M0.89%
25
PGPROCTER AND GAMBLE CO
36,058$6.1M0.86%
26
LRCXLAM RESEARCH CORP
82,403$6.0M0.84%
27
CSCOCISCO SYS INC
94,758$5.8M0.82%
28
MAMASTERCARD INCORPORATED
10,522$5.8M0.81%
29
ZTSZOETIS INC
32,656$5.4M0.76%
30
ASOACADEMY SPORTS & OUTDOORS IN
116,491$5.3M0.75%
31
PGRPROGRESSIVE CORP
17,868$5.1M0.71%
32
IBDQISHARES TR
197,234$5.0M0.70%
33
CPAYCORPAY INC
13,880$4.8M0.68%
34
BONDPIMCO ETF TR
52,238$4.8M0.68%
35
KNXKNIGHT-SWIFT TRANSN HLDGS IN
110,932$4.8M0.68%
36
UBERUBER TECHNOLOGIES INC
63,286$4.6M0.65%
37
HCAHCA HEALTHCARE INC
12,982$4.5M0.63%
38
BABOEING CO
24,546$4.2M0.59%
39
SCHPSCHWAB STRATEGIC TR
154,945$4.2M0.59%
40
HDHOME DEPOT INC
11,283$4.1M0.58%
41
AXPAMERICAN EXPRESS CO
14,530$3.9M0.55%
42
DISDISNEY WALT CO
37,001$3.7M0.51%
43
MRKMERCK & CO INC
39,695$3.6M0.50%
44
CHTRCHARTER COMMUNICATIONS INC N
9,595$3.5M0.50%
45
COSTCOSTCO WHSL CORP NEW
3,685$3.5M0.49%
46
STZCONSTELLATION BRANDS INC
18,648$3.4M0.48%
47
ADBEADOBE INC
8,367$3.2M0.45%
48
GSGOLDMAN SACHS GROUP INC
5,796$3.2M0.45%
49
MCDMCDONALDS CORP
10,123$3.2M0.44%
50
DFSVDIMENSIONAL ETF TRUST
111,272$3.1M0.44%
51
ABTABBOTT LABS
23,213$3.1M0.43%
52
DFATDIMENSIONAL ETF TRUST
58,436$3.0M0.42%
53
MINTPIMCO ETF TR
29,826$3.0M0.42%
54
A4SAMERIPRISE FINL INC
6,000$2.9M0.41%
55
PULSPGIM ETF TR
57,525$2.9M0.40%
56
OEFISHARES TR
10,548$2.9M0.40%
57
BILSPDR SER TR
30,912$2.8M0.40%
58
ADPAUTOMATIC DATA PROCESSING IN
9,279$2.8M0.40%
59
GOOGALPHABET INC
17,736$2.8M0.39%
60
NDQINVESCO QQQ TR
5,759$2.7M0.38%
61
DEDEERE & CO
5,727$2.7M0.38%
62
COPCONOCOPHILLIPS
25,445$2.7M0.38%
63
UNMUNUM GROUP
32,136$2.6M0.37%
64
SPYSPDR S&P 500 ETF TR
4,670$2.6M0.37%
65
VTIVANGUARD INDEX FDS
9,485$2.6M0.37%
66
WMTWALMART INC
29,538$2.6M0.36%
67
PEPPEPSICO INC
17,008$2.5M0.36%
68
ENVAENOVA INTL INC
26,369$2.5M0.36%
69
PFEPFIZER INC
99,695$2.5M0.36%
70
COFCAPITAL ONE FINL CORP
14,091$2.5M0.36%
71
CMCSACOMCAST CORP NEW
67,866$2.5M0.35%
72
VIGVANGUARD SPECIALIZED FUNDS
12,706$2.5M0.35%
73
LYBLYONDELLBASELL INDUSTRIES N
34,973$2.5M0.35%
74
DFIVDIMENSIONAL ETF TRUST
62,172$2.4M0.34%
75
FDXFEDEX CORP
9,888$2.4M0.34%
76
CVXCHEVRON CORP NEW
14,371$2.4M0.34%
77
DISVDIMENSIONAL ETF TRUST
80,791$2.4M0.33%
78
BMYBRISTOL-MYERS SQUIBB CO
36,704$2.2M0.31%
79
MTCHMATCH GROUP INC NEW
69,206$2.2M0.30%
80
TOLTOLL BROTHERS INC
19,398$2.0M0.29%
81
LLYELI LILLY & CO
2,461$2.0M0.29%
82
UNPUNION PAC CORP
8,555$2.0M0.28%
83
DFACDIMENSIONAL ETF TRUST
61,152$2.0M0.28%
84
ITWILLINOIS TOOL WKS INC
8,100$2.0M0.28%
85
BACVERIZON COMMUNICATIONS INC
42,119$1.9M0.27%
86
AGGISHARES TR
19,304$1.9M0.27%
87
HONHONEYWELL INTL INC
8,969$1.9M0.27%
88
STWDSTARWOOD PPTY TR INC
94,875$1.9M0.26%
89
TAPMOLSON COORS BEVERAGE CO
30,776$1.9M0.26%
90
DINOHF SINCLAIR CORP
56,897$1.9M0.26%
91
IVVISHARES TR
3,218$1.8M0.25%
92
AMLPALPS ETF TR
34,828$1.8M0.25%
93
VOOVANGUARD INDEX FDS
3,413$1.8M0.25%
94
THQABRDN HEALTHCARE OPPORTUNITI
82,976$1.7M0.24%
95
ICSHISHARES TR
33,768$1.7M0.24%
96
WMWASTE MGMT INC DEL
7,339$1.7M0.24%
97
KOCOCA COLA CO
23,694$1.7M0.24%
98
LULULULULEMON ATHLETICA INC
5,912$1.7M0.24%
99
GRXGABELLI HLTHCARE & WELLNESS
165,884$1.7M0.24%
100
OMFONEMAIN HLDGS INC
33,887$1.7M0.23%
Page 1 of 4Next