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Aviance Capital Partners, LLC13F | |
Aviance Capital Partners, LLC | |
Last update 2025-02-07 | 322 Stocks (15 new) |
Value $724.00 Mil | Turnover 4 % |
Aviance Capital Partners, LLC Top Holdings of 2024-12-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 272,983 | 68,360.4 | +2.69% | 9.450 | +0.25% | 0.000 | -5.96% | -16.34% | 3,143,819.4 | Hardware | |
GOOGL | Alphabet Inc | 155,995 | 29,529.8 | +2.82% | 4.080 | +0.11% | 0.000 | -19.01% | -14.34% | 1,984,681.7 | Interactive Media | |
AMZN | Amazon.com Inc | 126,220 | 27,691.5 | +1.13% | 3.830 | +0.04% | 0.000 | -19.53% | -13.86% | 2,005,630.7 | Retail - Cyclical | |
AVGO | Broadcom Inc | 117,543 | 27,251.1 | -0.46% | 3.770 | -0.01% | 0.000 | -21.17% | -16.80% | 904,231.8 | Semiconductors | |
ABBV | AbbVie Inc | 142,916 | 25,396.3 | -0.13% | 3.510 | 0% | 0.010 | +10.26% | +6.67% | 329,136.1 | Drug Manufacturers | |
JPM | JPMorgan Chase & Co | 82,665 | 19,815.7 | -0.99% | 2.740 | -0.02% | 0.000 | -7.47% | +2.76% | 676,849.8 | Banks | |
MSFT | Microsoft Corp | 39,230 | 16,535.6 | +3.33% | 2.290 | +0.07% | 0.000 | -11.58% | -6.85% | 2,913,005.9 | Software | |
META | Meta Platforms Inc | 20,562 | 12,039.0 | +2.78% | 1.660 | +0.04% | 0.000 | -15.40% | -6.45% | 1,381,555.5 | Interactive Media | |
NVDA | NVIDIA Corp | 74,213 | 9,966.0 | -57.43% | 1.380 | -1.60% | 0.000 | -22.16% | -17.33% | 2,708,644.0 | Semiconductors | |
LOW | Lowe's Companies Inc | 40,170 | 9,914.0 | -0.17% | 1.370 | 0% | 0.010 | -15.30% | -9.62% | 123,644.6 | Retail - Cyclical |
Aviance Capital Partners, LLC's Historical Top Holdings Breakdowns
Aviance Capital Partners, LLC's Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 2024-12-31 | Reduce | -1.60% | 118.85 ($138.16) 148.88 | $111.01 | -19.65% | Reduce -57.43% | 74,213 | -100,104 | |
AMD | Advanced Micro Devices Inc | 2024-12-31 | Sold Out | -1.13% | 118.88 ($143.64) 172.8 | $96.64 | -32.72% | Sold Out | 0 | -52,350 | |
CAVA | Cava Group Inc | 2024-12-31 | Sold Out | -0.74% | 111.52 ($133.52) 150.88 | $90.80 | -32.00% | Sold Out | 0 | -45,000 | |
LLY | Eli Lilly and Co | 2024-12-31 | Reduce | -0.52% | 727.2 ($827.11) 932.06 | $884.54 | 6.94% | Reduce -63.91% | 2,497 | -4,422 | |
CMG | Chipotle Mexican Grill Inc | 2024-12-31 | Sold Out | -0.46% | 55.73 ($60.32) 66.16 | $51.78 | -14.16% | Sold Out | 0 | -60,050 | |
COST | Costco Wholesale Corp | 2024-12-31 | Reduce | -0.41% | 873.59 ($928.68) 994.69 | $977.16 | 5.22% | Reduce -48.88% | 3,660 | -3,500 | |
NOW | ServiceNow Inc | 2024-12-31 | Sold Out | -0.37% | 880.41 ($1015.19) 1148.42 | $945.26 | -6.89% | Sold Out | 0 | -3,137 | |
SPOT | Spotify Technology SA | 2024-12-31 | Sold Out | -0.34% | 362.95 ($429.06) 502.38 | $620.72 | 44.67% | Sold Out | 0 | -7,000 | |
AAPL | Apple Inc | 2024-12-31 | Add | +0.25% | 221.69 ($235.83) 259.02 | $209.28 | -11.26% | Add 2.69% | 272,983 | 7,149 | |
TTD | The Trade Desk Inc | 2024-12-31 | Sold Out | -0.25% | 108.71 ($123.96) 139.51 | $53.97 | -56.46% | Sold Out | 0 | -17,524 |
Aviance Capital Partners, LLC Total Holding History ($B)
Aviance Capital Partners, LLC's Asset Allocation
Aviance Capital Partners, LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Aviance Capital Partners, LLC's Hypothetical Growth since 2024-12-31
Aviance Capital Partners, LLC's Yearly Returns
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Aviance Capital Partners, LLC's Holdings Heat Map
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Aviance Capital Partners, LLC's Holdings Bubble Chart
Aviance Capital Partners, LLC News
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