Aviance Capital Partners, LLC
Top Portfolio Positions
289 positions ·
$724,634,628 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
260,577 | $66,131,836 | 9.13% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
149,411 | $42,964,627 | 5.93% | |
| ABBV |
AbbVie Inc.
Healthcare
|
146,965 | $31,963,417 | 4.41% | |
| AVGO |
Broadcom Inc.
Technology
|
102,813 | $31,821,651 | 4.39% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
137,027 | $28,538,613 | 3.94% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
81,127 | $23,864,318 | 3.29% | |
| LRCX |
Lam Research Corp
Technology
|
80,652 | $17,232,106 | 2.38% | |
| MSFT |
Microsoft Corp
Technology
|
43,722 | $16,184,572 | 2.23% | |
| META |
Meta Platforms, Inc.
Communication Services
|
26,942 | $15,414,326 | 2.13% | |
| AMGN |
Amgen Inc
Healthcare
|
36,514 | $12,847,450 | 1.77% |
Portfolio Trend
25 quarters · across all stocks
Holdings in JFR
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,500,420 | 199,524 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,447,312 | 184,842 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,436,849 | 175,654 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,477,583 | 174,449 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,508,473 | 178,096 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,580,632 | 177,201 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,494,249 | 169,416 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,455,094 | 168,219 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,412,190 | 161,763 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,315,043 | 159,981 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,536,879 | 187,196 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $196,421 | 24,895 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $204,139 | 24,895 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $197,168 | 24,895 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $201,898 | 24,895 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $245,713 | 29,462 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $294,914 | 29,462 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $325,429 | 31,999 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $322,229 | 31,999 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $320,629 | 31,999 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $309,110 | 31,999 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $279,671 | 31,999 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $344,823 | 41,495 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $327,810 | 41,495 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $313,287 | 41,495 | Shares | Sole | 2020-05-05 | |
| No 13F history on record for this holder in this stock. | ||||||