Aviance Capital Partners, LLC
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
Holdings in EFR
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $115,275 | 10,937 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $121,838 | 10,937 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $125,119 | 10,937 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $132,556 | 10,937 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $133,978 | 10,937 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $139,993 | 10,937 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $139,446 | 10,937 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $143,055 | 10,937 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $142,509 | 10,937 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $167,225 | 13,209 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $159,960 | 13,209 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $155,205 | 13,209 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $149,657 | 13,209 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $144,506 | 13,209 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $146,751 | 13,209 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $203,792 | 16,609 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $222,726 | 16,609 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $245,148 | 16,609 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $265,200 | 18,152 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $291,801 | 20,622 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $284,377 | 20,622 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $262,518 | 20,622 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $296,727 | 25,514 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $288,818 | 25,514 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $252,078 | 25,514 | Shares | Sole | 2020-05-05 | |
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