Aviance Capital Partners, LLC Top Holdings and 13F Report (2026) About Aviance Capital Partners, LLCInvestment ActivityAviance Capital Partners, LLC has $853.97 million in total holdings as of March 31, 2026.Aviance Capital Partners, LLC owns shares of 368 different stocks, but just 102 companies or ETFs make up 80% of its holdings.Approximately 4.49% of the portfolio was purchased this quarter.About 3.32% of the portfolio was sold this quarter.This quarter, Aviance Capital Partners, LLC has purchased 361 new stocks and bought additional shares in 151 stocks.Aviance Capital Partners, LLC sold shares of 112 stocks and completely divested from 14 stocks this quarter.Largest Holdings Apple $66,131,761Alphabet $42,964,508AbbVie $31,963,369Broadcom $31,821,540Amazon.com $28,538,684 Largest New Holdings this Quarter 925652109 - VICI Properties $896,451 Holding46434V613 - iShares Core Total USD Bond Market ETF $871,882 Holding374689107 - Gibraltar Industries $828,738 Holding59151K108 - Methanex $648,986 Holding457187102 - Ingredion $585,269 Holding Largest Purchases this Quarter Netflix 40,797 shares (about $3.92M)iShares Core U.S. Aggregate Bond ETF 34,877 shares (about $3.46M)PIMCO Enhanced Short Maturity Exchange-Traded Fund 23,792 shares (about $2.39M)SPDR Bloomberg 1-3 Month T-Bill ETF 12,750 shares (about $1.17M)Microsoft 2,732 shares (about $1.01M) Largest Sales this Quarter FedEx 6,426 shares (about $2.29M)CELESTICA INC 5,996 shares (about $1.69M)Enova International 11,188 shares (about $1.52M)Toll Brothers 9,444 shares (about $1.29M)HF Sinclair 16,105 shares (about $1.00M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAviance Capital Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$66,131,761$606,304 ▲0.9%260,5777.7%Computer and TechnologyGOOGLAlphabet$42,964,508$971,950 ▼-2.2%149,4115.0%Computer and TechnologyABBVAbbVie$31,963,369$393,004 ▲1.2%146,9653.7%MedicalAVGOBroadcom$31,821,540$908,099 ▼-2.8%102,8133.7%Computer and TechnologyAMZNAmazon.com$28,538,684$641,681 ▲2.3%137,0273.3%Retail/WholesaleJPMJPMorgan Chase & Co.$23,864,324$348,286 ▼-1.4%81,1272.8%FinanceLAM RESEARCH CORP$17,232,050$269,852 ▼-1.5%80,6522.0%COM NEWMSFTMicrosoft$16,184,755$1,011,316 ▲6.7%43,7221.9%Computer and TechnologyMETAMeta Platforms$15,414,444$345,569 ▼-2.2%26,9421.8%Computer and TechnologyAMGNAmgen$12,847,608$163,964 ▼-1.3%36,5141.5%MedicalXOMExxonMobil$11,459,887$112,655 ▲1.0%67,5461.3%EnergyNVDANVIDIA$10,794,053$65,748 ▼-0.6%61,8931.3%Computer and TechnologyTRVTravelers Companies$10,335,072$361,682 ▼-3.4%35,4331.2%FinanceBRK.ABerkshire Hathaway$10,053,9600.0%141.2%FinanceLMTLockheed Martin$9,946,699$52,583 ▼-0.5%16,4571.2%AerospaceLINDE PLC$9,132,050$63,954 ▲0.7%18,4201.1%SHSBRK.BBerkshire Hathaway$8,859,929$59,900 ▲0.7%18,4891.0%FinanceSCHWCharles Schwab$8,619,020$123,114 ▼-1.4%91,7111.0%FinanceMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$8,530,504$2,392,749 ▲39.0%84,8221.0%ETFJNJJohnson & Johnson$8,218,276$205,817 ▲2.6%33,6211.0%MedicalBLACKROCK INC$7,847,290$112,516 ▼-1.4%8,1600.9%COMARISTA NETWORKS INC$7,731,088$144,512 ▼-1.8%62,9670.9%COM SHSLOWLowe's Companies$7,408,365$11,578 ▲0.2%31,3540.9%Retail/WholesaleTMOThermo Fisher Scientific$7,145,622$32,440 ▼-0.5%14,5380.8%MedicalCVCOCavco Industries$6,853,188$127,853 ▼-1.8%14,1510.8%ConstructionVVisa$6,435,307$61,657 ▼-0.9%21,2920.8%Business ServicesASOAcademy Sports and Outdoors$6,162,144$716,125 ▲13.1%109,1610.7%Consumer DiscretionaryHCAHCA Healthcare$6,099,590$109,792 ▼-1.8%12,8890.7%MedicalNFLXNetflix$5,898,033$3,922,631 ▲198.6%61,3420.7%Consumer DiscretionaryAGGiShares Core U.S. Aggregate Bond ETF$5,756,866$3,462,240 ▲150.9%57,9920.7%FinanceDFSVDimensional US Small Cap Value ETF$5,565,419$799,230 ▲16.8%158,8300.7%ETFPIMCO ETF TR$5,377,406$204,491 ▲4.0%58,2730.6%ACTIVE BD ETFCICigna Group$5,291,399$20,539 ▲0.4%19,8370.6%MedicalGOOGAlphabet$5,282,440$158,344 ▲3.1%18,4150.6%Computer and TechnologyPGProcter & Gamble$5,224,193$43,332 ▲0.8%36,1690.6%Consumer StaplesBILSPDR Bloomberg 1-3 Month T-Bill ETF$5,216,690$1,168,408 ▲28.9%56,9260.6%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$5,068,933$246,012 ▲5.1%209,1140.6%ETFBABoeing$5,068,184$3,185 ▼-0.1%25,4640.6%AerospaceMRKMerck & Co., Inc.$5,025,967$359,427 ▲7.7%41,7820.6%MedicalGSThe Goldman Sachs Group$5,025,117$89,674 ▲1.8%5,9400.6%FinanceDFATDimensional U.S. Targeted Value ETF$4,820,826$382,569 ▲8.6%77,1950.6%ETFPGRProgressive$4,791,571$211,716 ▲4.6%24,1710.6%FinanceSCHPSchwab U.S. TIPS ETF$4,708,112$241,805 ▲5.4%176,9300.6%ETFPFEPfizer$4,649,709$820,469 ▲21.4%165,5880.5%MedicalUNHUnitedHealth Group$4,578,706$175,074 ▲4.0%16,9210.5%MedicalMAMastercard$4,429,986$651,557 ▼-12.8%8,8660.5%Business ServicesAXPAmerican Express$4,394,127$3,327 ▼-0.1%14,5270.5%FinanceCORPAY INC$4,201,314$88,170 ▼-2.1%14,4380.5%COM SHSDFIVDimensional International Value ETF$4,123,349$287,599 ▲7.5%78,1230.5%ETFUBERUber Technologies$3,991,108$24,097 ▲0.6%55,4860.5%Computer and TechnologyDISVDimensional International Small Cap Value ETF$3,972,837$276,002 ▲7.5%100,7310.5%ETFHDHome Depot$3,770,996$98,337 ▼-2.5%11,4660.4%Retail/WholesaleCOSTCostco Wholesale$3,762,5200.0%3,7760.4%Retail/WholesaleDISWalt Disney$3,737,460$62,262 ▲1.7%38,7780.4%Consumer DiscretionaryAKAMAkamai Technologies$3,664,060$2,067 ▼-0.1%31,9030.4%Computer and TechnologyWALMART INC$3,639,478$188,405 ▲5.5%29,2850.4%COMQQQInvesco QQQ$3,633,455$14,430 ▼-0.4%6,2950.4%FinanceKNXKnight-Swift Transportation$3,581,421$857,252 ▼-19.3%62,1990.4%TransportationVTIVanguard Total Stock Market ETF$3,459,271$136,664 ▲4.1%10,7830.4%ETFOEFiShares S&P 100 ETF$3,363,2720.0%10,5740.4%ETFCOPConocoPhillips$3,359,691$154,837 ▼-4.4%25,4520.4%EnergyCHTRCharter Communications$3,339,448$847,977 ▲34.0%15,4690.4%Consumer DiscretionaryMCDMcDonald's$3,320,178$103,804 ▲3.2%10,6830.4%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$3,277,644$143,722 ▼-4.2%5,0400.4%FinanceZTSZoetis$3,259,794$143,154 ▼-4.2%27,5760.4%MedicalDEDeere & Company$3,139,271$157,724 ▼-4.8%5,5730.4%IndustrialsCVXChevron$3,138,259$48,208 ▲1.6%15,1680.4%EnergyLYBLyondellBasell Industries$3,037,860$70,893 ▼-2.3%37,7090.4%Basic MaterialsCELESTICA INC$2,957,640$1,688,953 ▼-36.3%10,5000.3%COMPEPPepsiCo$2,849,848$68,016 ▲2.4%18,3520.3%Consumer StaplesVIGVanguard Dividend Appreciation ETF$2,770,426$19,356 ▼-0.7%12,8820.3%ETFDFAEDimensional Emerging Core Equity Market ETF$2,697,355$243,995 ▲9.9%79,6620.3%ETFADBEAdobe$2,689,923$691,806 ▲34.6%11,0660.3%Computer and TechnologyAMPAmeriprise Financial$2,688,620$22,220 ▲0.8%6,0500.3%FinanceKLACKLA$2,594,386$544,792 ▼-17.4%1,7620.3%Computer and TechnologyVOOVanguard S&P 500 ETF$2,511,503$167,314 ▼-6.2%4,2030.3%ETFCMCSAComcast$2,499,851$564,298 ▲29.2%87,0720.3%Consumer DiscretionaryABTAbbott Laboratories$2,474,976$37,783 ▲1.6%24,1060.3%MedicalDFACDimensional U.S. Core Equity 2 ETF$2,384,881$26,153 ▼-1.1%61,3710.3%ETFHONHoneywell International$2,329,215$130,418 ▲5.9%10,3050.3%Multi-Sector ConglomeratesDINOHF Sinclair$2,315,321$1,004,803 ▼-30.3%37,1100.3%EnergyCOFCapital One Financial$2,305,561$196,113 ▼-7.8%12,6380.3%FinanceIVViShares Core S&P 500 ETF$2,273,736$5,225 ▲0.2%3,4810.3%ETFITWIllinois Tool Works$2,271,0300.0%8,7250.3%IndustrialsMTCHMatch Group$2,226,612$183,524 ▼-7.6%72,5040.3%Computer and TechnologyVZVerizon Communications$2,211,060$69,075 ▲3.2%44,0450.3%Computer and TechnologyLLYEli Lilly and Company$2,186,907$233,589 ▲12.0%2,3780.3%MedicalUNPUnion Pacific$2,148,6430.0%8,8560.3%TransportationBMYBristol Myers Squibb$2,050,216$103,833 ▼-4.8%33,8040.2%MedicalUNMUnum Group$2,031,404$161,542 ▼-7.4%27,8160.2%FinanceKOCocaCola$1,950,360$52,626 ▲2.8%25,6460.2%Consumer StaplesROKRockwell Automation$1,918,2140.0%5,3450.2%Computer and TechnologyEGEverest Group$1,910,535$690,015 ▲56.5%5,8450.2%FinanceADPAutomatic Data Processing$1,885,3070.0%9,2790.2%Computer and TechnologyMGAMagna International$1,885,048$131,824 ▲7.5%33,7760.2%Auto/Tires/TrucksAMLPAlerian MLP ETF$1,828,515$24,004 ▲1.3%34,7360.2%ETFOMFOneMain$1,780,840$15,352 ▲0.9%33,2930.2%FinanceENVAEnova International$1,772,717$1,519,666 ▼-46.2%13,0510.2%FinanceSWBISmith & Wesson Brands$1,729,008$128,998 ▼-6.9%120,6570.2%Consumer DiscretionaryPULSPGIM Ultra Short Bond ETF$1,718,490$341,104 ▲24.8%34,7170.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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