Aviance Capital Partners, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 31, 2026, Aviance Capital Partners, Llc disclosed 383 stock positions valued at approximately $963.25M as of quarter-end June 30, 2026. The largest holdings include APPLE INC, ALPHABET INC, and BROADCOM INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 383
- Portfolio Value
- $963.25M
Holdings by Sector
Aviance Capital Partners, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 7.86% | 261,608 | +1,031 | +0.40% | $75,698,858 |
| ALPHABET INC | GOOGL | Communication Services | 5.50% | 148,215 | -1,196 | -0.80% | $52,967,735 |
| BROADCOM INC | AVGO | Technology | 4.00% | 101,926 | -887 | -0.86% | $38,502,681 |
| ABBVIE INC | ABBV | Healthcare | 3.85% | 147,328 | +363 | +0.25% | $37,073,529 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 3.45% | 139,415 | +2,388 | +1.74% | $33,228,252 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2.85% | 83,837 | +2,710 | +3.34% | $27,442,317 |
| LAM RESEARCH CORP | LRCX | Other | 2.62% | 58,147 | -22,505 | -27.90% | $25,196,830 |
| MICROSOFT CORP | MSFT | Technology | 1.78% | 46,079 | +2,357 | +5.39% | $17,188,211 |
| META PLATFORMS INC | META | Communication Services | 1.54% | 26,359 | -583 | -2.16% | $14,847,628 |
| AMGEN INC | AMGN | Healthcare | 1.39% | 36,998 | +484 | +1.33% | $13,397,581 |
| NVIDIA CORPORATION | NVDA | Technology | 1.27% | 61,104 | -789 | -1.27% | $12,226,224 |
| TRAVELERS COMPANIES INC | TRV | Financial Services | 1.22% | 35,596 | +163 | +0.46% | $11,750,949 |
| ARISTA NETWORKS INC | ANET | Other | 1.12% | 63,545 | +578 | +0.92% | $10,795,025 |
| PIMCO ETF TR | MINT | Other | 1.11% | 105,748 | +20,926 | +24.67% | $10,660,420 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 1.09% | 14 | - | - | $10,483,900 |
| LINDE PLC | LIN | Other | 0.99% | 18,462 | +42 | +0.23% | $9,580,624 |
| EXXON MOBIL CORP | XOM | Energy | 0.99% | 69,605 | +2,059 | +3.05% | $9,516,441 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.97% | 36,810 | +3,189 | +9.49% | $9,348,578 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.95% | 18,341 | -148 | -0.80% | $9,177,653 |
| CAVCO INDS INC DEL | CVCO | Consumer Cyclical | 0.94% | 14,715 | +564 | +3.99% | $9,040,602 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 0.89% | 92,462 | +751 | +0.82% | $8,531,470 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.88% | 16,577 | +120 | +0.73% | $8,445,546 |
| BLACKROCK INC | BLK | Other | 0.82% | 8,206 | +46 | +0.56% | $7,890,263 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.76% | 14,624 | +86 | +0.59% | $7,331,839 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.72% | 16,642 | -279 | -1.65% | $6,916,916 |
| VISA INC | V | Financial Services | 0.70% | 19,597 | -1,695 | -7.96% | $6,723,584 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.68% | 29,544 | -1,810 | -5.77% | $6,514,196 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.67% | 6,395 | +455 | +7.66% | $6,467,636 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 0.67% | 166,186 | +7,356 | +4.63% | $6,446,340 |
| ALPHABET INC | GOOG | Communication Services | 0.66% | 17,956 | -459 | -2.49% | $6,344,305 |
Showing 30 of 383 holdings in the latest reporting period.