Aviance Capital Partners, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 29, 2026, Aviance Capital Partners, Llc disclosed 387 stock positions valued at approximately $979.05M as of quarter-end September 30, 2026. The largest holdings include APPLE INC, ALPHABET INC, and ABBVIE INC.
- Report Period
- September 30, 2026
- No. of Stocks
- 387
- Portfolio Value
- $979.05M
Holdings by Sector
Aviance Capital Partners, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 8.78% | 258,175 | -3,433 | -1.31% | $85,977,433 |
| ALPHABET INC | GOOGL | Communication Services | 4.95% | 140,988 | -7,227 | -4.88% | $48,511,309 |
| ABBVIE INC | ABBV | Healthcare | 3.94% | 147,345 | +17 | +0.01% | $38,543,850 |
| BROADCOM INC | AVGO | Technology | 3.62% | 101,050 | -876 | -0.86% | $35,487,586 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 3.54% | 139,123 | -292 | -0.21% | $34,662,580 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2.82% | 83,566 | -271 | -0.32% | $27,646,196 |
| MICROSOFT CORP | MSFT | Technology | 2.44% | 46,597 | +518 | +1.12% | $23,899,613 |
| META PLATFORMS INC | META | Communication Services | 1.97% | 26,582 | +223 | +0.85% | $19,276,871 |
| LAM RESEARCH CORP | LRCX | Technology | 1.93% | 57,569 | -578 | -0.99% | $18,912,123 |
| AMGEN INC | AMGN | Healthcare | 1.60% | 37,246 | +248 | +0.67% | $15,699,364 |
| NVIDIA CORPORATION | NVDA | Technology | 1.42% | 60,669 | -435 | -0.71% | $13,855,501 |
| ARISTA NETWORKS INC | ANET | Technology | 1.33% | 64,095 | +550 | +0.87% | $13,049,101 |
| TRAVELERS COMPANIES INC | TRV | Financial Services | 1.31% | 35,893 | +297 | +0.83% | $12,796,148 |
| EXXONMOBIL HOLDINGS CORP | XOM | Energy | 1.17% | 70,400 | +795 | +1.14% | $11,457,615 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 1.07% | 14 | - | - | $10,458,070 |
| PIMCO ETF TR | MINT | Other | 1.04% | 101,046 | -4,702 | -4.45% | $10,160,187 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 1.03% | 14,936 | +312 | +2.13% | $10,082,745 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.00% | 36,981 | +171 | +0.46% | $9,790,290 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.93% | 18,364 | +23 | +0.13% | $9,144,354 |
| CHARLES SCHWAB CORP (THE) | SCHW | Financial Services | 0.93% | 93,077 | +615 | +0.67% | $9,097,331 |
| BLACKROCK INC | BLK | Financial Services | 0.90% | 8,329 | +123 | +1.50% | $8,814,070 |
| LINDE PLC | LIN | Basic Materials | 0.90% | 18,538 | +76 | +0.41% | $8,799,231 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.87% | 16,723 | +146 | +0.88% | $8,516,406 |
| CAVCO INDS INC DEL | CVCO | Consumer Cyclical | 0.85% | 14,845 | +130 | +0.88% | $8,317,060 |
| ACADEMY SPORTS & OUTDOORS IN | ASO | Consumer Cyclical | 0.84% | 170,836 | +49,916 | +41.28% | $8,215,516 |
| SPDR SERIES TRUST | BIL | Other | 0.77% | 82,015 | +19,636 | +31.48% | $7,515,836 |
| VISA INC | V | Financial Services | 0.73% | 19,932 | +335 | +1.71% | $7,162,172 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.65% | 17,220 | +578 | +3.47% | $6,321,107 |
| MERCK & CO INC | MRK | Healthcare | 0.63% | 42,338 | +228 | +0.54% | $6,152,177 |
| ALPHABET INC | GOOG | Communication Services | 0.62% | 17,886 | -70 | -0.39% | $6,094,388 |
Showing 30 of 387 holdings in the latest reporting period.