Aviance Capital Partners, LLC Reduced Holdings in Q4 2024

Aviance Capital Partners, LLC

  • $690 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-100K
- 57.43%
$117.0 - $148.88 $11.7M - $14.9M
74.2K $9.97M
LLY
Eli Lilly & CO

Healthcare
-4.42K
- 63.91%
$727.2 - $932.06 $3.22M - $4.12M
2.5K $1.93M
COST
Costco Wholesale Corp

Consumer Defensive
-3.5K
- 48.88%
$873.59 - $994.69 $3.06M - $3.48M
3.66K $3.35M
ABBV
Abb Vie Inc.

Healthcare
-180
- 0.13%
$164.99 - $203.87 $29.7K - $36.7K
143K $25.4M
PAA
Plains All American Pipeline LP

Energy
-100K
- 76.92%
$16.27 - $18.67 $1.63M - $1.87M
30.1K $514K
DUK
Duke Energy Corp

Utilities
-12.9K
- 64.73%
$105.76 - $120.76 $1.36M - $1.56M
7.03K $756K
OXY
Occidental Petroleum Corp

Energy
-23.9K
- 51.27%
$45.36 - $55.91 $1.09M - $1.34M
22.7K $1.12M
CRM
Salesforce, Inc.

Technology
-4.94K
- 72.68%
$270.87 - $367.87 $1.34M - $1.82M
1.86K $620K
NVO
Novo Nordisk A S

Healthcare
-5.52K
- 32.3%
$85.0 - $120.04 $469K - $663K
11.6K $995K
GLW
Corning Inc

Technology
-23.1K
- 73.08%
$44.11 - $49.76 $1.02M - $1.15M
8.51K $404K
IVZ
Invesco Ltd.

Financial Services
-55.3K
- 81.2%
$16.78 - $18.63 $928K - $1.03M
12.8K $223K
MCD
Mcdonalds Corp

Consumer Cyclical
-1.61K
- 13.68%
$288.47 - $316.54 $464K - $510K
10.2K $2.94M
MO
Altria Group, Inc.

Consumer Defensive
-12.7K
- 31.57%
$49.06 - $57.74 $625K - $736K
27.6K $1.44M
MRK
Merck & Co., Inc.

Healthcare
-497
- 1.24%
$96.31 - $114.76 $47.9K - $57K
39.7K $3.95M
UNH
Unitedhealth Group Inc

Healthcare
-124
- 3.88%
$485.52 - $625.25 $60.2K - $77.5K
3.08K $1.56M
PGR
Progressive Corp

Financial Services
-189
- 1.08%
$239.6 - $268.88 $45.3K - $50.8K
17.3K $4.14M
THQ
Tekla Healthcare Opportunities Fund

Financial Services
-606
- 0.74%
$18.42 - $22.58 $11.2K - $13.7K
81.5K $1.54M
UL
Unilever PLC

Consumer Defensive
-550
- 2.05%
$56.7 - $64.64 $31.2K - $35.6K
26.3K $1.49M
CSX
Csx Corp

Industrials
-4.59K
- 13.87%
$31.58 - $36.88 $145K - $169K
28.5K $920K
GRX
Gabelli Healthcare & Wellness Rx Trust

Financial Services
-5.17K
- 4.0%
$9.56 - $10.96 $49.4K - $56.6K
124K $1.2M
WFC
Wells Fargo & Company

Financial Services
-5.2K
- 48.53%
$54.98 - $77.35 $286K - $402K
5.52K $387K
DHR
Danaher Corp

Healthcare
-200
- 5.72%
$226.16 - $274.52 $45.2K - $54.9K
3.3K $756K
DISV
Dimensional ETF Tr Dimensional

ETFs
-309
- 0.38%
$26.18 - $28.77 $8.09K - $8.89K
80.7K $2.15M
NEE
Nextera Energy Inc

Utilities
-780
- 7.82%
$69.77 - $85.43 $54.4K - $66.6K
9.2K $659K
DFAE
Dimensional ETF Tr

ETFs
-697
- 1.09%
$25.36 - $28.15 $17.7K - $19.6K
63.2K $1.6M
ADI
Analog Devices Inc

Technology
-340
- 8.18%
$206.35 - $236.48 $70.2K - $80.4K
3.81K $810K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
-1.01K
- 1.72%
$23.17 - $26.26 $23.4K - $26.6K
57.7K $1.39M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
-1.47K
- 4.8%
$33.43 - $36.52 $49K - $53.5K
29K $980K
EVR
Evercore Inc.

Financial Services
-762
- 22.31%
$247.66 - $315.67 $189K - $241K
2.65K $735K
GE
General Electric CO

Industrials
-525
- 29.12%
$159.95 - $194.23 $84K - $102K
1.28K $213K
DD
Du Pont De Nemours, Inc.

Basic Materials
-52
- 0.55%
$75.95 - $88.05 $3.95K - $4.58K
9.34K $712K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-2.19K
- 8.14%
$47.26 - $48.18 $103K - $105K
24.6K $1.17M
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
-978
- 0.73%
$9.77 - $10.51 $9.56K - $10.3K
133K $1.3M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-1.36K
- 4.5%
$51.58 - $52.91 $70.1K - $71.9K
28.8K $1.49M
XEL
Xcel Energy Inc

Utilities
-1.75K
- 35.62%
$62.16 - $72.92 $109K - $128K
3.16K $213K
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
-2.34K
- 1.83%
$8.36 - $9.06 $19.5K - $21.2K
125K $1.05M
AEP
American Electric Power CO Inc

Utilities
-62
- 0.64%
$90.91 - $102.21 $5.64K - $6.34K
9.59K $884K
OEF
Ishares S&P 100 ETF

ETFs
-356
- 3.26%
N/A
10.5K $2.81M
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
-766
- 1.74%
$31.36 - $35.93 $24K - $27.5K
43.3K $1.38M
UPS
United Parcel Service Inc

Industrials
-115
- 1.74%
$122.65 - $138.35 $14.1K - $15.9K
6.51K $820K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-516
- 5.21%
$113.92 - $127.38 $58.8K - $65.7K
9.4K $1.08M
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
-1.3K
- 1.79%
$13.32 - $14.3 $17.3K - $18.6K
71.2K $955K
CL
Colgate Palmolive CO

Consumer Defensive
-300
- 8.77%
$90.22 - $102.31 $27.1K - $30.7K
3.12K $283K
RLY
Ssga Active ETF Tr

ETFs
-449
- 1.47%
$26.85 - $29.18 $12.1K - $13.1K
30.2K $814K
SPY
Spdr S&P 500 ETF Trust

ETFs
-207
- 4.04%
$567.81 - $607.81 $118K - $126K
4.92K $2.88M
NQP
Nuveen Pennsylvania Quality Municipal Income Fund

Financial Services
-1.03K
- 3.2%
$11.09 - $12.69 $11.4K - $13K
31.1K $347K
TIP
Ishares Tr Tips Bd ETF

ETFs
-125
- 1.38%
$106.33 - $110.69 $13.3K - $13.8K
8.93K $951K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-520
- 2.24%
$49.79 - $51.14 $25.9K - $26.6K
22.7K $1.14M
MMM
3 M CO

Industrials
-98
- 2.26%
$124.74 - $137.12 $12.2K - $13.4K
4.24K $547K
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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