Aviance Capital Partners, LLC

Q3 2025 13F-HR Holdings

Location
Naples, FL
Holdings as of
9/30/2025
Date filed
10/29/2025
Form type
13F-HR
Num holdings
363
Total value ($000)
$842,093
Net value change ($000)
+76,886 (10.0%)
New positions
23
Sold out positions
12
Turnover %
2.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/5/2025 Next filing: 2/6/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 12,778 23.5%
GOOGL 10,219 37.8%
ABBV 6,762 25.3%
UNH 4,680 1337.1%
AVGO 4,618 14.7%
LRCX 3,123 38.5%
ANET 2,905 44.1%
MINT 2,527 65.8%
CVCO 2,378 39.9%
JPM 2,322 9.7%
Top Reduces (Value $000, Stocks/ETFs)
STZ -2,694 -87.9%
NVO -2,538 -81.1%
NTRS -1,760 -100.0%
CAKE -1,719 -100.0%
LULU -1,421 -100.0%
XYZ -1,413 -65.1%
CHTR -1,235 -30.7%
UBER -1,009 -15.9%
CI -844 -13.1%
ZTS -721 -13.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type