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%

Portfolio Trend

25 quarters · across all stocks

Holdings in DNP

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $672,414 65,283
2025-12-31 $650,918 65,157
2025-09-30 $651,570 65,092
2025-06-30 $635,635 64,927
2025-03-31 $640,486 64,761
2024-12-31 $569,719 64,594
2024-09-30 $646,907 64,433
2024-06-30 $528,850 64,337
2024-03-31 $578,929 63,829
2023-12-31 $544,195 64,174
2023-09-30 $1,635,831 171,831
2023-06-30 $2,262,569 215,894
2023-03-31 $2,393,731 217,217
2022-12-31 $2,372,670 210,904
2022-09-30 $2,221,474 214,428
2022-06-30 $2,270,980 209,500
2022-03-31 $2,205,588 186,598
2021-12-31 $1,795,615 165,190
2021-09-30 $1,745,830 163,774
2021-06-30 $1,644,767 157,394
2021-03-31 $1,392,022 140,893
2020-12-31 $1,625,553 158,436
2020-09-30 $1,708,055 170,125
2020-06-30 $1,942,885 178,574
2020-03-31 $1,764,069 180,191