Aviance Capital Partners, LLC
CIK
1542383
City
NAPLES
State / Country
FL
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 SDHY
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,189,757 | 74,267 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,179,300 | 71,690 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,183,057 | 70,757 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,155,577 | 68,621 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,097,106 | 66,572 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $955,867 | 59,297 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $966,666 | 57,815 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $990,318 | 64,600 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,033,243 | 67,181 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,029,555 | 68,637 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,093,371 | 75,457 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,175,476 | 78,944 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,191,083 | 80,370 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,211,645 | 82,481 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,243,163 | 86,511 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,280,664 | 85,893 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,538,842 | 91,981 | Shares | Sole | 2022-05-06 | |
| No 13F history on record for this holder in this stock. | ||||||