Aviance Capital Partners, LLC Incresed Positions in Q4 2024

Aviance Capital Partners, LLC

  • $690 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TGT
Target Corp

Consumer Defensive
1.14K
+ 48.69%
$121.59 - $160.69 $138K - $183K
3.47K $468K
IBM
International Business Machines Corp

Technology
485
+ 20.75%
$204.9 - $238.04 $99.4K - $115K
2.82K $620K
EW
Edwards Lifesciences Corp

Healthcare
600
+ 8.34%
$64.54 - $75.92 $38.7K - $45.6K
7.79K $576K
JMM
Nuveen Multi Market Income Fund

Financial Services
19.6K
+ 22.47%
$5.95 - $6.44 $116K - $126K
107K $654K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
3.6K
+ 3.57%
$49.84 - $59.6 $179K - $215K
104K $5.53M
EMR
Emerson Electric CO

Industrials
50
+ 0.79%
$108.13 - $134.33 $5.41K - $6.72K
6.4K $793K
WIA
Western Asset Inflation Linked Income Fund

Financial Services
14.4K
+ 44.89%
$7.97 - $8.54 $115K - $123K
46.4K $371K
PYPL
Pay Pal Holdings, Inc.

Financial Services
500
+ 7.47%
$77.25 - $91.3 $38.6K - $45.7K
7.19K $614K
XLK
Technology Sector Spdr

ETFs
295
+ 8.66%
$220.26 - $241.44 $65K - $71.2K
3.7K $861K
COP
Conocophillips

Energy
2.32K
+ 10.18%
$95.12 - $114.72 $220K - $266K
25K $2.48M
JFR
Nuveen Floating Rate Income Fund

Financial Services
7.79K
+ 4.6%
$8.74 - $9.22 $68K - $71.8K
177K $1.58M
APAM
Artisan Partners Asset Management Inc.

Financial Services
2.1K
+ 6.68%
$41.74 - $49.17 $87.6K - $103K
33.5K $1.44M
ISRG
Intuitive Surgical Inc

Healthcare
63
+ 4.45%
$471.27 - $550.62 $29.7K - $34.7K
1.48K $771K
DBL
Double Line Opportunistic Credit Fund

Financial Services
6.26K
+ 8.18%
$15.17 - $15.89 $94.9K - $99.5K
82.7K $1.28M
PAYX
Paychex Inc

Industrials
220
+ 3.19%
$135.86 - $148.73 $29.9K - $32.7K
7.12K $998K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
3K
+ 1.65%
$25.0 - $25.11 $75K - $75.4K
185K $4.64M
NTR
Nutrien Ltd.

Basic Materials
3.22K
+ 13.49%
$44.04 - $50.78 $142K - $164K
27.1K $1.21M
SBUX
Starbucks Corp

Consumer Cyclical
840
+ 22.51%
$87.44 - $102.5 $73.4K - $86.1K
4.57K $416K
TECB
Ishares Tr Us Tech Breakthroug

ETFs
795
+ 15.87%
$50.52 - $56.61 $40.2K - $45K
5.8K $308K
CINF
Cincinnati Financial Corp

Financial Services
15
+ 0.24%
$132.86 - $160.16 $1.99K - $2.4K
6.18K $888K
IVV
Ishares Core S&P 500 ETF

ETFs
11
+ 0.34%
$570.51 - $610.59 $6.28K - $6.72K
3.21K $1.89M
CMI
Cummins Inc

Industrials
3
+ 0.17%
$324.93 - $383.42 $975 - $1.15K
1.73K $601K
ALL
Allstate Corp

Financial Services
100
+ 1.57%
$181.25 - $208.2 $18.1K - $20.8K
6.47K $1.25M
CME
Cme Group Inc.

Financial Services
30
+ 1.24%
$221.17 - $246.02 $6.64K - $7.38K
2.44K $566K
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
275
+ 2.09%
$24.76 - $27.53 $6.81K - $7.57K
13.4K $362K
MSI
Motorola Solutions, Inc.

Technology
50
+ 6.25%
$449.08 - $504.6 $22.5K - $25.2K
850 $392K
T
At&T Inc.

Communication Services
534
+ 2.19%
$21.22 - $23.88 $11.3K - $12.8K
24.9K $567K
DMO
Western Asset Mortgage Opportunity Fund Inc.

Financial Services
2.9K
+ 12.74%
$11.8 - $12.29 $34.2K - $35.7K
25.7K $303K
XLF
Financial Sector Spdr

ETFs
1
+ 0.01%
$44.89 - $51.34 $44.9 - $51.3
10K $485K
EPD
Enterprise Products Partners L.P.

Energy
100
+ 0.82%
$28.66 - $34.43 $2.87K - $3.44K
12.3K $384K
INSI
Insight Select Income Fund

Financial Services
1.89K
+ 11.99%
$16.59 - $18.0 $31.3K - $34K
17.6K $305K
PRU
Prudential Financial Inc

Financial Services
301
+ 8.19%
$114.59 - $129.52 $34.5K - $39K
3.98K $471K
PAI
Western Asset Investment Grade Income Fund Inc.

Financial Services
2.61K
+ 12.59%
$12.31 - $13.03 $32.2K - $34K
23.4K $292K
MEI
Methode Electronics Inc

Technology
2.78K
+ 5.17%
$8.72 - $14.02 $24.3K - $39K
56.6K $667K
MFM
Mfs Municipal Income Trust

Financial Services
6.6K
+ 19.36%
$5.3 - $5.75 $35K - $37.9K
40.7K $217K
ECF
Ellsworth Growth & Income Fund LTD

Financial Services
135
+ 0.45%
$8.96 - $9.99 $1.21K - $1.35K
29.8K $288K
JHI
John Hancock Investors Trust

Financial Services
1.89K
+ 9.28%
$13.67 - $14.45 $25.8K - $27.3K
22.2K $304K
SPXX
Nuveen S&P 500 Dynamic Overwrite Fund

Financial Services
163
+ 1.33%
$16.54 - $17.92 $2.7K - $2.92K
12.4K $220K
CLX
Clorox CO

Consumer Defensive
100
+ 3.25%
$156.51 - $169.74 $15.7K - $17K
3.18K $516K
TXN
Texas Instruments Inc

Technology
70
+ 5.27%
N/A
1.4K $272K
LVHI
Franklin International Low Vol

ETFs
980
+ 3.29%
$29.98 - $31.57 $29.4K - $30.9K
30.8K $939K
RTX
Raytheon Technologies Corp

Industrials
334
+ 6.68%
$114.45 - $127.21 $38.2K - $42.5K
5.33K $617K
ENB
Enbridge Inc

Energy
2
+ 0.03%
$40.4 - $43.92 $80.8 - $87.8
6.58K $279K
DLY
Double Line Yield Opportunities Fund

N/A
1.65K
+ 8.65%
$15.64 - $16.56 $25.8K - $27.3K
20.7K $328K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
100
+ 4.21%
$126.68 - $134.74 $12.7K - $13.5K
2.48K $316K
PM
Philip Morris International Inc.

Consumer Defensive
135
+ 2.39%
$118.38 - $133.06 $16K - $18K
5.78K $695K
VTV
Vanguard Value ETF

ETFs
103
+ 7.25%
$168.32 - $181.87 $17.3K - $18.7K
1.52K $258K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
160
+ 2.74%
$94.79 - $95.69 $15.2K - $15.3K
6K $570K
MPC
Marathon Petroleum Corp

Energy
463
+ 19.53%
$131.65 - $174.84 $61K - $81K
2.83K $395K
Activity Summary
Buys All Purchases 187 New Holdings 18 Increased Positions 169 Sells All Sells 87 Reductions 87 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Aviance Capital Partners, LLC Portfolio

Follow Aviance Capital Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aviance Capital Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aviance Capital Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email