Aviance Capital Partners, LLC

CIK
0001542383
City
NAPLES
State / Country
FL

Top Portfolio Positions

248 positions · $689,916,335 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
AAPL
Apple Inc.
Technology
258,188 $70,190,989 10.17%
GOOGL
Alphabet Inc.
Communication Services
152,791 $47,823,583 6.93%
AVGO
Broadcom Inc.
Technology
105,747 $36,599,036 5.30%
ABBV
AbbVie Inc.
Healthcare
145,158 $33,167,151 4.81%
AMZN
Amazon Com Inc
Consumer Cyclical
133,946 $30,917,415 4.48%
JPM
Jpmorgan Chase & Co
Financial Services
82,311 $26,522,250 3.84%
MSFT
Microsoft Corp
Technology
40,990 $19,823,583 2.87%
META
Meta Platforms, Inc.
Communication Services
27,546 $18,182,839 2.64%
LRCX
Lam Research Corp
Technology
81,915 $14,022,209 2.03%
AMGN
Amgen Inc
Healthcare
36,980 $12,103,923 1.75%

Portfolio Trend

24 quarters · across all stocks

Holdings in MHD

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Shares Held

Position Value (USD)

11 of 11 shown
Report Date Value (USD) Shares
2025-12-31 $322,896 27,504
2025-09-30 $227,198 19,336
2025-06-30 $239,769 21,408
2025-03-31 $208,678 17,775
2024-12-31 $184,747 15,831
2024-09-30 $205,549 16,249
2024-06-30 $178,811 14,790
2024-03-31 $174,543 14,449
2023-12-31 $168,907 14,182
2023-09-30 $164,444 15,950
2023-06-30 $161,122 13,854