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
ORCL
Oracle Corp

Technology
185
+ 2.87%
$165.41 - $192.43 $30.6K - $35.6K
6.64K $1.11M
EOG
Eog Resources Inc

Energy
62
+ 2.67%
$118.22 - $136.54 $7.33K - $8.47K
2.38K $291K
INFL
Listed Fds Tr Horizon Kinetics

ETFs
8
+ 0.14%
$37.46 - $43.08 $300 - $345
5.89K $224K
WGO
Winnebago Industries Inc

Consumer Cyclical
4.81K
+ 21.74%
$45.96 - $65.1 $221K - $313K
27K $1.29M
Linde PLC
254
+ 1.35%
N/A
19.1K $0
Celestica Inc
1.2K
+ 11.96%
N/A
11.2K $0
Blackrock Income Tr Inc
128
+ 0.72%
N/A
17.9K $0
YUM
Yum Brands Inc

Consumer Cyclical
50
+ 3.42%
$130.36 - $139.54 $6.52K - $6.98K
1.51K $202K
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
178
+ 1.66%
$13.12 - $13.68 $2.34K - $2.44K
10.9K $145K
IVE
Ishares S&P 500 Value ETF

ETFs
20
+ 1.83%
$189.5 - $206.17 $3.79K - $4.12K
1.11K $211K
GUG
Guggenheim Active Allocation Fund

ETFs
1.66K
+ 9.37%
$14.87 - $16.49 $24.7K - $27.4K
19.4K $288K
PFF
Ishares Trust Ishares Pfd And

ETFs
2.22K
+ 5.17%
$31.23 - $33.51 $69.3K - $74.3K
45.1K $1.42M
KMB
Kimberly Clark Corp

Consumer Defensive
100
+ 5.63%
$130.37 - $146.09 $13K - $14.6K
1.88K $245K
MVF
Blackrock Munivest Fund, Inc.

Financial Services
403
+ 1.98%
$7.02 - $7.61 $2.83K - $3.07K
20.7K $145K
MDT
Medtronic PLC

Healthcare
396
+ 9.95%
$79.61 - $92.24 $31.5K - $36.5K
4.38K $349K
PSA
Public Storage

Real Estate
100
+ 16.39%
$289.33 - $360.21 $28.9K - $36K
710 $212K
NSC
Norfolk Southern Corp

Industrials
14
+ 1.45%
$230.6 - $277.0 $3.23K - $3.88K
981 $230K
SDHY
Pgim Short Duration High Yield Opportunities Fund

ETFs
1.48K
+ 2.56%
$16.06 - $16.92 $23.8K - $25.1K
59.3K $955K
DSM
Bny Mellon Strategic Municipal Bond Fund, Inc.

Financial Services
43
+ 0.16%
$5.74 - $6.31 $247 - $271
27.1K $157K
CTVA
Corteva, Inc.

Basic Materials
127
+ 1.07%
$55.21 - $64.13 $7.01K - $8.14K
12K $684K
HD
Home Depot, Inc.

Consumer Cyclical
492
+ 3.87%
$385.02 - $431.37 $189K - $212K
13.2K $5.14M
APD
Air Products & Chemicals, Inc.

Basic Materials
40
+ 1.16%
$285.5 - $335.62 $11.4K - $13.4K
3.49K $1.01M
ABT
Abbott Laboratories

Healthcare
50
+ 0.22%
$111.93 - $119.39 $5.6K - $5.97K
23K $2.6M
XLI
Industrial Sector Spdr

ETFs
6
+ 0.14%
$131.76 - $143.99 $791 - $864
4.3K $566K
ETX
Eaton Vance Municipal Income 2028 Term Trust

Financial Services
88
+ 0.6%
$17.61 - $18.99 $1.55K - $1.67K
14.8K $260K
NHI
National Health Investors Inc

Real Estate
542
+ 14.31%
$68.83 - $83.01 $37.3K - $45K
4.33K $300K
SJM
J M Smucker CO

Consumer Defensive
162
+ 5.0%
$106.92 - $121.75 $17.3K - $19.7K
3.4K $374K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
60
+ 1.47%
$52.1 - $57.26 $3.13K - $3.44K
4.14K $215K
SOXX
Ishares Semiconductor ETF

ETFs
2
+ 0.16%
$211.27 - $239.8 $423 - $480
1.26K $271K
VLO
Valero Energy Corp

Energy
50
+ 2.41%
$118.59 - $144.02 $5.93K - $7.2K
2.13K $260K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
527
+ 3.06%
$96.64 - $101.23 $50.9K - $53.3K
17.8K $1.72M
WM
Waste Management Inc

Industrials
75
+ 1.03%
$201.79 - $228.46 $15.1K - $17.1K
7.39K $1.49M
BOND
Pimco Active Bond Exchange Tra

ETFs
1.74K
+ 3.79%
$90.42 - $94.5 $157K - $164K
47.5K $4.29M
PDI
Pimco Dynamic Income Fund

Financial Services
82
+ 0.36%
$18.33 - $20.85 $1.5K - $1.71K
22.6K $414K
SCHX
Schwab Strategic Tr Us Large C

ETFs
6.36K
+ 146.91%
$22.4 - $68.28 $143K - $435K
10.7K $247K
FNDF
Schwab Fundamental Intl Large

ETFs
44
+ 0.35%
$32.92 - $37.15 $1.45K - $1.63K
12.5K $415K
PG
Procter & Gamble CO

Consumer Defensive
803
+ 2.26%
$161.05 - $179.7 $129K - $144K
36.3K $6.08M
SO
Southern CO

Utilities
6
+ 0.07%
$81.5 - $94.15 $489 - $565
8.3K $683K
QCOM
Qualcomm Inc

Technology
3
+ 0.07%
$150.4 - $178.04 $451 - $534
4.35K $668K
DNP
Dnp Select Income Fund Inc

Financial Services
161
+ 0.25%
$8.82 - $9.96 $1.42K - $1.6K
64.6K $569K
UBER
Uber Technologies, Inc

Technology
180
+ 2.99%
$59.93 - $86.34 $10.8K - $15.5K
6.2K $373K
PSX
Phillips 66

Energy
150
+ 2.4%
$110.35 - $138.93 $16.6K - $20.8K
6.41K $729K
STWD
Starwood Property Trust, Inc.

Real Estate
1.8K
+ 1.99%
$18.95 - $20.37 $34.1K - $36.7K
92.4K $1.75M
NOC
Northrop Grumman Corp

Industrials
68
+ 3.02%
$466.52 - $543.88 $31.7K - $37K
2.32K $1.09M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
62
+ 0.33%
$442.29 - $483.08 $27.4K - $30K
18.6K $8.42M
CMCSA
Comcast Corp

Communication Services
4.56K
+ 7.09%
$37.39 - $45.14 $170K - $206K
68.9K $2.58M
DFIV
Dimensional ETF Tr

ETFs
1.21K
+ 2.1%
$34.86 - $37.97 $42.2K - $45.9K
58.8K $2.09M
DINO
Hf Sinclair Corp

Energy
4.03K
+ 14.81%
$33.69 - $47.67 $136K - $192K
31.2K $1.1M
SWKS
Skyworks Solutions, Inc.

Technology
1.86K
+ 6.64%
$83.18 - $99.15 $155K - $185K
29.9K $2.65M
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
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