Aviance Capital Partners, LLC Incresed Positions in Q3 2025

Aviance Capital Partners, LLC

  • $789 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ABBV
Abb Vie Inc.

Healthcare
615
+ 0.43%
$184.85 - $231.54 $114K - $142K
145K $33.5M
UNH
Unitedhealth Group Inc

Healthcare
13.4K
+ 1197.15%
$237.77 - $353.61 $3.2M - $4.75M
14.6K $5.03M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
25K
+ 65.56%
$100.16 - $100.7 $2.51M - $2.52M
63.2K $6.37M
CVCO
Cavco Industries Inc.

Consumer Cyclical
639
+ 4.66%
$403.12 - $585.63 $258K - $374K
14.4K $8.34M
JPM
Jpmorgan Chase & CO

Financial Services
692
+ 0.84%
$282.78 - $316.06 $196K - $219K
83.1K $26.2M
NVDA
Nvidia Corp

Technology
180
+ 0.29%
$153.3 - $186.58 $27.6K - $33.6K
63.1K $11.8M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
17.4K
+ 51.88%
$91.44 - $91.77 $1.59M - $1.6M
51K $4.68M
MSFT
Microsoft Corp

Technology
1.02K
+ 2.54%
$491.09 - $535.64 $499K - $545K
41K $21.3M
TMO
Thermo Fisher Scientific Inc.

Healthcare
228
+ 1.59%
$404.94 - $499.99 $92.3K - $114K
14.6K $7.06M
GOOG
Alphabet Inc.

Communication Services
97
+ 0.54%
$175.16 - $255.24 $17K - $24.8K
17.9K $4.36M
APP
App Lovin Corp

Technology
70
+ 3.49%
$335.1 - $718.54 $23.5K - $50.3K
2.07K $1.49M
TSLA
Tesla, Inc.

Consumer Cyclical
1.18K
+ 88.49%
$293.94 - $444.72 $348K - $527K
2.52K $1.12M
PULS
Pgim ETF Tr

ETFs
13.6K
+ 46.53%
$49.58 - $49.83 $674K - $678K
42.8K $2.13M
SPY
Spdr S&P 500 ETF Trust

ETFs
605
+ 13.03%
$617.65 - $666.84 $374K - $403K
5.25K $3.5M
HCA
Hca Healthcare, Inc.

Healthcare
155
+ 1.19%
$334.32 - $426.2 $51.8K - $66.1K
13.2K $5.61M
CRDO
Credo Technology Group Holding LTD

Technology
1.98K
+ 32.8%
$87.59 - $172.31 $173K - $340K
8K $1.16M
ITW
Illinois Tool Works Inc

Industrials
1.75K
+ 21.6%
$252.31 - $269.41 $442K - $471K
9.85K $2.57M
HD
Home Depot, Inc.

Consumer Cyclical
227
+ 1.93%
$357.4 - $423.42 $81.1K - $96.1K
12K $4.86M
GS
Goldman Sachs Group Inc

Financial Services
13
+ 0.22%
$696.56 - $806.32 $9.06K - $10.5K
5.83K $4.65M
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
1K
+ 1.1%
$46.25 - $56.87 $46.3K - $57K
92.1K $4.61M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
494
+ 12.42%
$567.77 - $614.76 $280K - $304K
4.47K $2.74M
SCHW
Schwab Charles Corp

Financial Services
825
+ 0.89%
$91.03 - $98.69 $75.1K - $81.4K
93.1K $8.89M
ORCL
Oracle Corp

Technology
85
+ 1.31%
$218.96 - $328.33 $18.6K - $27.9K
6.57K $1.85M
MTCH
Match Group, Inc.

Communication Services
2.86K
+ 3.96%
$31.83 - $38.77 $90.9K - $111K
74.9K $2.65M
DFSV
Dimensional ETF Tr Dimensional

ETFs
3.15K
+ 2.38%
$29.2 - $32.74 $92.1K - $103K
136K $4.31M
PLTR
Palantir Technologies Inc.

Technology
1.57K
+ 60.59%
$130.68 - $186.97 $205K - $294K
4.16K $759K
DFAT
Dimensional ETF Tr U S Target

ETFs
1.5K
+ 2.15%
$53.36 - $59.69 $80K - $89.5K
71.2K $4.15M
DISV
Dimensional ETF Tr Dimensional

ETFs
3.21K
+ 3.53%
$32.78 - $35.79 $105K - $115K
94.3K $3.37M
QQQ
Invesco Qqq Trust, Series 1

ETFs
61
+ 1.06%
$546.99 - $602.2 $33.4K - $36.7K
5.82K $3.49M
IVV
Ishares Core S&P 500 ETF

ETFs
235
+ 7.28%
$620.67 - $670.08 $146K - $157K
3.46K $2.32M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
3.21K
+ 40.29%
$95.22 - $96.21 $306K - $309K
11.2K $1.08M
DFIV
Dimensional ETF Tr

ETFs
1.47K
+ 2.05%
$42.66 - $46.53 $62.7K - $68.4K
73K $3.37M
MRK
Merck & Co., Inc.

Healthcare
1.18K
+ 3.1%
$77.6 - $87.37 $91.9K - $103K
39.3K $3.3M
PEP
Pepsico Inc

Consumer Defensive
945
+ 5.42%
$133.81 - $152.16 $126K - $144K
18.4K $2.58M
VTI
Vanguard Total Stock Market Et

ETFs
103
+ 1.08%
$303.93 - $329.86 $31.3K - $34K
9.61K $3.15M
AMGN
Amgen Inc

Healthcare
547
+ 1.66%
$271.18 - $309.22 $148K - $169K
33.4K $9.43M
UPWK
Upwork, Inc

Industrials
340
+ 0.74%
$11.75 - $20.07 $4K - $6.82K
46.4K $861K
DFAE
Dimensional ETF Tr

ETFs
1.81K
+ 2.58%
$28.84 - $31.84 $52.1K - $57.6K
71.8K $2.26M
MTB
M&T Bank Corp

Financial Services
1.1K
+ 32.31%
$183.74 - $204.05 $202K - $224K
4.51K $890K
META
Meta Platforms, Inc.

Communication Services
438
+ 1.64%
$695.21 - $791.73 $305K - $347K
27.2K $19.9M
BOND
Pimco Active Bond Exchange Tra

ETFs
1.64K
+ 3.03%
$90.83 - $93.81 $149K - $153K
55.6K $5.19M
GLD
Spdr Gold Trust

ETFs
288
+ 13.01%
$300.96 - $355.47 $86.7K - $102K
2.5K $889K
CVX
Chevron Corp

Energy
210
+ 1.4%
$145.57 - $161.83 $30.6K - $34K
15.2K $2.36M
SKY
Skyline Champion Corp

Consumer Cyclical
1.87K
+ 35.92%
$60.9 - $78.84 $114K - $147K
7.06K $539K
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
70
+ 0.16%
$30.39 - $35.78 $2.13K - $2.5K
43K $1.52M
PSIX
Power Solutions International, Inc.

Industrials
840
+ 22.34%
$63.95 - $115.78 $53.7K - $97.3K
4.6K $454K
BA
Boeing CO

Industrials
221
+ 0.9%
$209.79 - $237.38 $46.4K - $52.5K
24.8K $5.35M
XLK
Technology Sector Spdr

ETFs
440
+ 18.47%
$250.97 - $282.66 $110K - $124K
2.82K $795K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
235
+ 9.87%
$224.68 - $282.71 $52.8K - $66.4K
2.62K $730K
Activity Summary
Buys All Purchases 189 New Holdings 25 Increased Positions 164 Sells All Sells 91 Reductions 91 Sold out 0 Options Calls 0 Puts 0
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