Aviance Capital Partners, LLC Portfolio Holdings
Aviance Capital Partners, LLC
- $690 Million
- Q4 2024
Aviance Capital Partners, LLC has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $690 Million distributed in 322 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $68.4M, Alphabet Inc. with a value of $29.5M, Amazon Com Inc with a value of $27.7M, Broadcom Inc. with a value of $27.3M, and Abb Vie Inc. with a value of $25.4M.
Examining the 13F form we can see an decrease of $42.5M in the current position value, from $733M to 690M.
Aviance Capital Partners, LLC is based out at Naples, FL
Below you can find more details about Aviance Capital Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$690 Million
Technology: $145 Million
Financial Services: $132 Million
Healthcare: $86 Million
ETFs: $85 Million
Consumer Cyclical: $72 Million
Communication Services: $60.4 Million
Industrials: $46.1 Million
Consumer Defensive: $30.2 Million
Other: $33.4 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 322
- Current Value $690 Million
- Prior Value $733 Million
- Filing
- Period Q4 2024
- Filing Date February 06, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 18 stocks
- Additional Purchases 169 stocks
- Sold out of 0 stocks
- Reduced holdings in 87 stocks