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 | Open |
|---|---|---|---|---|---|
| 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 GUG
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $481,971 | 31,667 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $484,734 | 31,620 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $475,051 | 30,452 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $450,322 | 28,793 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $368,220 | 24,434 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $288,834 | 19,424 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $293,928 | 17,760 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $342,822 | 22,962 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $333,769 | 22,690 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $338,484 | 23,089 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $335,691 | 24,866 | Shares | Sole | 2023-11-07 | |
| No 13F history on record for this holder in this stock. | ||||||