Aviance Capital Partners, LLC Top Holdings and 13F Report (2026) About Aviance Capital Partners, LLCInvestment ActivityAviance Capital Partners, LLC has $979.05 million in total holdings as of September 30, 2026.Aviance Capital Partners, LLC owns shares of 387 different stocks, but just 102 companies or ETFs make up 80% of its holdings.Approximately 4.29% of the portfolio was purchased this quarter.About 3.90% of the portfolio was sold this quarter.This quarter, Aviance Capital Partners, LLC has purchased 388 new stocks and bought additional shares in 175 stocks.Aviance Capital Partners, LLC sold shares of 111 stocks and completely divested from 16 stocks this quarter.Largest Holdings Apple $85,977,433Alphabet $48,511,309AbbVie $38,543,850Broadcom $35,487,586Amazon.com $34,662,580 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $11,457,615 Holding461202103 - Intuit $3,248,140 Holding617700109 - Morningstar $1,791,507 Holding922040845 - VANGUARD INSTL INDEX FD $1,544,309 Holding464287457 - iShares 1-3 Year Treasury Bond ETF $1,129,411 Holding Largest Purchases this Quarter EXXONMOBIL HOLDINGS CORP 70,400 shares (about $11.46M)Intuit 11,781 shares (about $3.25M)Academy Sports and Outdoors 49,916 shares (about $2.40M)SPDR Bloomberg 1-3 Month T-Bill ETF 19,636 shares (about $1.80M)Morningstar 9,427 shares (about $1.79M) Largest Sales this Quarter HF Sinclair 32,657 shares (about $3.50M)Alphabet 7,227 shares (about $2.49M)Apple 3,433 shares (about $1.14M)Invesco 35,987 shares (about $1.09M)PIMCO Enhanced Short Maturity Exchange-Traded Fund 4,702 shares (about $472.79K) 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$85,977,433$1,143,258 ▼-1.3%258,1758.8%TechnologyGOOGLAlphabet$48,511,309$2,486,674 ▼-4.9%140,9885.0%Communication ServicesABBVAbbVie$38,543,850$4,447 ▲0.0%147,3453.9%HealthcareAVGOBroadcom$35,487,586$307,641 ▼-0.9%101,0503.6%TechnologyAMZNAmazon.com$34,662,580$72,752 ▼-0.2%139,1233.5%Consumer DiscretionaryJPMJPMorgan Chase & Co.$27,646,196$89,655 ▼-0.3%83,5662.8%FinanceMSFTMicrosoft$23,899,613$265,682 ▲1.1%46,5972.4%TechnologyMETAMeta Platforms$19,276,871$161,716 ▲0.8%26,5822.0%Communication ServicesLAM RESEARCH CORP$18,912,123$189,880 ▼-1.0%57,5691.9%COM NEWAMGNAmgen$15,699,364$104,533 ▲0.7%37,2461.6%HealthcareNVDANVIDIA$13,855,501$99,345 ▼-0.7%60,6691.4%TechnologyARISTA NETWORKS INC$13,049,101$111,974 ▲0.9%64,0951.3%COM SHSTRVTravelers Companies$12,796,148$105,883 ▲0.8%35,8931.3%FinanceEXXONMOBIL HOLDINGS CORP$11,457,615$11,457,615 ▲New Holding70,4001.2%COM SHSBRK.ABerkshire Hathaway$10,458,0700.0%141.1%FinanceMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$10,160,187$472,787 ▼-4.4%101,0461.0%ETFTMOThermo Fisher Scientific$10,082,745$210,620 ▲2.1%14,9361.0%HealthcareJNJJohnson & Johnson$9,790,290$45,270 ▲0.5%36,9811.0%HealthcareBRK.BBerkshire Hathaway$9,144,354$11,453 ▲0.1%18,3640.9%FinanceSCHWCharles Schwab$9,097,331$60,110 ▲0.7%93,0770.9%FinanceBLACKROCK INC$8,814,070$130,163 ▲1.5%8,3290.9%COMLINDE PLC$8,799,231$36,074 ▲0.4%18,5380.9%SHSLMTLockheed Martin$8,516,406$74,352 ▲0.9%16,7230.9%IndustrialsCVCOCavco Industries$8,317,060$72,834 ▲0.9%14,8450.8%Consumer DiscretionaryASOAcademy Sports and Outdoors$8,215,516$2,400,464 ▲41.3%170,8360.8%Consumer DiscretionaryBILSPDR Bloomberg 1-3 Month T-Bill ETF$7,515,836$1,799,439 ▲31.5%82,0150.8%ETFVVisa$7,162,172$120,376 ▲1.7%19,9320.7%FinanceUNHUnitedHealth Group$6,321,107$212,172 ▲3.5%17,2200.6%HealthcareMRKMerck & Co., Inc.$6,152,177$33,131 ▲0.5%42,3380.6%HealthcareGOOGAlphabet$6,094,388$23,851 ▼-0.4%17,8860.6%Communication ServicesIBDRiShares iBonds Dec 2026 Term Corporate ETF$6,041,046$488,315 ▲8.8%249,2180.6%ETFBONDPimco Total Return ETF$5,977,409$397,804 ▲7.1%68,7140.6%ETFCORPAY INC$5,895,451$124,741 ▲2.2%15,1710.6%COM SHSDFATDimensional U.S. Targeted Value ETF$5,817,822$462,157 ▲8.6%87,5650.6%ETFGSThe Goldman Sachs Group$5,806,354$48,619 ▲0.8%6,4490.6%FinanceCICigna Group$5,680,458$187,564 ▲3.4%20,8970.6%HealthcareNFLXNetflix$5,462,308$300,029 ▼-5.2%78,5040.6%Communication ServicesLOWLowe's Companies$5,384,802$59,895 ▼-1.1%29,2190.6%Consumer DiscretionaryHCAHCA Healthcare$5,342,358$53,342 ▼-1.0%12,5190.5%HealthcarePGRProgressive$5,287,143$197,978 ▼-3.6%25,5040.5%FinanceSCHPSchwab U.S. TIPS ETF$5,159,815$261,000 ▲5.3%205,3250.5%ETFPGProcter & Gamble$5,030,964$150,076 ▼-2.9%34,6290.5%Consumer StaplesQQQInvesco QQQ$4,866,555$203,451 ▲4.4%6,5780.5%ETFMAMastercard$4,831,980$6,066 ▲0.1%8,7620.5%FinanceBABoeing$4,754,772$125,214 ▼-2.6%25,5560.5%IndustrialsDISVDimensional International Small Cap Value ETF$4,703,117$246,883 ▲5.5%108,6420.5%ETFDFIVDimensional International Value ETF$4,686,293$227,796 ▲5.1%83,8940.5%ETFPFEPfizer$4,630,901$86,216 ▲1.9%162,3740.5%HealthcareUBERUber Technologies$4,605,311$625,085 ▲15.7%67,2210.5%IndustrialsAXPAmerican Express$4,417,965$2,737 ▲0.1%14,5280.5%FinanceDISWalt Disney$4,370,847$216,093 ▲5.2%41,6670.4%Communication ServicesCELESTICA INC$4,156,806$361 ▲0.0%11,5010.4%COMOEFiShares S&P 100 ETF$4,040,1140.0%10,5740.4%ETFKNXKnight-Swift Transportation$4,017,883$10,174 ▲0.3%63,1840.4%IndustrialsVTIVanguard Total Stock Market ETF$3,925,356$1,123 ▲0.0%10,4890.4%ETFSPYSPDR S&P 500 ETF Trust$3,910,028$32,031 ▲0.8%5,1270.4%ETFDEDeere & Company$3,745,234$2,686 ▲0.1%5,5770.4%IndustrialsLLYEli Lilly and Company$3,634,611$46,286 ▼-1.3%3,1410.4%HealthcareCOPConocoPhillips$3,601,690$143,422 ▲4.1%28,7790.4%EnergyMUMicron Technology$3,582,055$1,022,531 ▲40.0%3,3630.4%TechnologyAKAMAkamai Technologies$3,567,404$105,712 ▲3.1%33,5440.4%TechnologyCOSTCostco Wholesale$3,408,328$1,821 ▲0.1%3,7440.3%Consumer StaplesHDHome Depot$3,376,427$142,534 ▼-4.1%11,8680.3%Consumer DiscretionaryWALMART INC$3,356,961$62,872 ▼-1.8%32,3030.3%COMCVXChevron$3,303,301$64,326 ▼-1.9%16,1760.3%EnergyDFAEDimensional Emerging Core Equity Market ETF$3,297,807$128,190 ▲4.0%83,8920.3%ETFINTUIntuit$3,248,140$3,248,140 ▲New Holding11,7810.3%TechnologyKLACKLA$3,027,263$407,404 ▼-11.9%15,5300.3%TechnologyMTCHMatch Group$2,987,933$71,507 ▲2.5%74,4190.3%Communication ServicesVIGVanguard Dividend Appreciation ETF$2,986,394$10,499 ▼-0.4%12,8000.3%ETFAMPAmeriprise Financial$2,978,7180.0%6,0500.3%FinanceDFACDimensional U.S. Core Equity 2 ETF$2,940,900$154,464 ▲5.5%66,1620.3%ETFVOOVanguard S&P 500 ETF$2,855,304$48,359 ▲1.7%4,0740.3%ETFPANWPalo Alto Networks$2,804,214$31,387 ▼-1.1%7,0580.3%TechnologyADBEAdobe$2,774,906$103,894 ▲3.9%11,5650.3%TechnologyIVViShares Core S&P 500 ETF$2,704,946$3,829 ▲0.1%3,5320.3%ETFABTAbbott Laboratories$2,576,498$74,419 ▲3.0%26,0700.3%HealthcareUNMUnum Group$2,442,781$55,271 ▲2.3%27,8440.2%FinanceMCDMcDonald's$2,410,789$49,190 ▼-2.0%10,4390.2%Consumer DiscretionaryADPAutomatic Data Processing$2,399,442$9,548 ▲0.4%9,2980.2%IndustrialsCOFCapital One Financial$2,396,801$11,005 ▲0.5%12,4140.2%FinanceUNPUnion Pacific$2,392,567$9,797 ▲0.4%8,7920.2%IndustrialsROKRockwell Automation$2,326,8390.0%5,3450.2%IndustrialsIYWiShares U.S. Technology ETF$2,302,246$51,656 ▼-2.2%8,6910.2%ETFSTKColumbia Seligman Premium Technology Growth Fund$2,298,485$88,505 ▼-3.7%42,7470.2%FinancePEPPepsiCo$2,253,724$281,446 ▼-11.1%17,7850.2%Consumer StaplesPULSPGIM Ultra Short Bond ETF$2,251,979$32,743 ▲1.5%45,5310.2%ETFITWIllinois Tool Works$2,244,7680.0%8,7250.2%IndustrialsCSCOCisco Systems$2,244,417$6,565 ▲0.3%20,8530.2%TechnologyAGGiShares Core U.S. Aggregate Bond ETF$2,231,333$354,998 ▼-13.7%23,6020.2%ETFKOCoca-Cola$2,220,905$12,224 ▲0.6%25,8000.2%Consumer StaplesEGEverest Group$2,213,160$56,963 ▲2.6%6,0610.2%FinanceMGAMagna International$2,208,809$72,519 ▲3.4%34,6920.2%Consumer DiscretionaryENVAEnova International$2,123,634$35,260 ▲1.7%12,7080.2%FinanceLYBLyondellBasell Industries$2,120,218$32,355 ▲1.5%36,8930.2%MaterialsBMYBristol Myers Squibb$2,108,621$105,456 ▲5.3%33,7920.2%HealthcareVZVerizon Communications$2,075,278$26,054 ▲1.3%45,2430.2%Communication ServicesATKRAtkore$2,004,098$45,386 ▲2.3%21,1510.2%IndustrialsCSQCalamos Strategic Total Return Fund$1,972,744$35,764 ▼-1.8%96,7510.2%FinanceCMCSAComcast$1,961,192$98,029 ▲5.3%90,1280.2%Communication ServicesShowing largest 100 holdings. 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