Aviance Capital Partners, LLC

CIK
1542383
City
NAPLES
State / Country
FL

Top Portfolio Positions

288 positions · $715,774,700 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
AAPL
Apple Inc.
Technology
260,577 $66,131,836 9.24%
GOOGL
Alphabet Inc.
Communication Services
149,411 $42,964,627 6.00%
ABBV
AbbVie Inc.
Healthcare
146,965 $31,963,417 4.47%
AVGO
Broadcom Inc.
Technology
102,813 $31,821,651 4.45%
AMZN
Amazon Com Inc
Consumer Cyclical
137,027 $28,538,613 3.99%
JPM
Jpmorgan Chase & Co
Financial Services
81,127 $23,864,318 3.33%
LRCX
Lam Research Corp
Technology
80,652 $17,232,106 2.41%
MSFT
Microsoft Corp
Technology
43,722 $16,184,572 2.26%
META
Meta Platforms, Inc.
Communication Services
26,942 $15,414,326 2.15%
AMGN
Amgen Inc
Healthcare
36,514 $12,847,450 1.79%

Holdings in BKT

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Report Date Value (USD) Shares
2026-03-31 $200,481 18,967