Universe · entity
Aviance Capital Partners, LLC
Institutional manager (13F) · CIK 1542383
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $547M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | APPLE INC | $66M | 260,577 |
| 2 | ALPHABET INC | $43M | 149,411 |
| 3 | ABBVIE INC | $32M | 146,965 |
| 4 | BROADCOM INC | $32M | 102,813 |
| 5 | AMAZON COM INC | $29M | 137,027 |
| 6 | JPMORGAN CHASE & CO | $24M | 81,127 |
| 7 | LAM RESEARCH CORP | $17M | 80,652 |
| 8 | MICROSOFT CORP | $16M | 43,722 |
| 9 | META PLATFORMS INC | $15M | 26,942 |
| 10 | AMGEN INC | $13M | 36,514 |
| 11 | EXXON MOBIL CORP | $11M | 67,546 |
| 12 | NVIDIA CORPORATION | $11M | 61,893 |
| 13 | TRAVELERS COMPANIES INC | $10M | 35,433 |
| 14 | BERKSHIRE HATHAWAY INC DEL | $10M | 14 |
| 15 | LOCKHEED MARTIN CORP | $10M | 16,457 |
| 16 | LINDE PLC | $9M | 18,420 |
| 17 | BERKSHIRE HATHAWAY INC DEL | $9M | 18,489 |
| 18 | SCHWAB CHARLES CORP | $9M | 91,711 |
| 19 | PIMCO ETF TR | $9M | 84,822 |
| 20 | JOHNSON & JOHNSON | $8M | 33,621 |
| 21 | BLACKROCK INC | $8M | 8,160 |
| 22 | ARISTA NETWORKS INC | $8M | 62,967 |
| 23 | LOWES COS INC | $7M | 31,354 |
| 24 | THERMO FISHER SCIENTIFIC INC | $7M | 14,538 |
| 25 | CAVCO INDS INC DEL | $7M | 14,151 |
| 26 | VISA INC | $6M | 21,292 |
| 27 | ACADEMY SPORTS & OUTDOORS IN | $6M | 109,161 |
| 28 | HCA HEALTHCARE INC | $6M | 12,889 |
| 29 | NETFLIX INC. | $6M | 61,342 |
| 30 | ISHARES TR | $6M | 57,992 |
| 31 | DIMENSIONAL ETF TRUST | $6M | 158,830 |
| 32 | PIMCO ETF TR | $5M | 58,273 |
| 33 | THE CIGNA GROUP | $5M | 19,837 |
| 34 | ALPHABET INC | $5M | 18,415 |
| 35 | PROCTER & GAMBLE CO | $5M | 36,169 |
| 36 | SPDR SERIES TRUST | $5M | 56,926 |
| 37 | ISHARES TR | $5M | 209,114 |
| 38 | BOEING CO | $5M | 25,464 |
| 39 | MERCK & CO INC | $5M | 41,782 |
| 40 | GOLDMAN SACHS GROUP INC | $5M | 5,940 |
| 41 | DIMENSIONAL ETF TRUST | $5M | 77,195 |
| 42 | PROGRESSIVE CORP | $5M | 24,171 |
| 43 | SCHWAB STRATEGIC TR | $5M | 176,930 |
| 44 | PFIZER INC | $5M | 165,588 |
| 45 | UNITEDHEALTH GROUP INC | $5M | 16,921 |
| 46 | MASTERCARD INCORPORATED | $4M | 8,866 |
| 47 | AMERICAN EXPRESS CO | $4M | 14,527 |
| 48 | CORPAY INC | $4M | 14,438 |
| 49 | DIMENSIONAL ETF TRUST | $4M | 78,123 |
| 50 | UBER TECHNOLOGIES INC | $4M | 55,486 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.