Aviance Capital Partners, LLC

Q4 2025 13F-HR Holdings

Location
Naples, FL
Holdings as of
12/31/2025
Date filed
2/6/2026
Form type
13F-HR
Num holdings
361
Total value ($000)
$867,613
Net value change ($000)
+25,520 (3.0%)
New positions
13
Sold out positions
13
Turnover %
2.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/29/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
GOOGL 10,556 28.3%
IBDR 4,821 NEW
AAPL 2,959 4.4%
LRCX 2,792 24.9%
AMGN 2,675 28.4%
AMZN 1,827 6.3%
TMO 1,403 19.9%
UL 1,374 NEW
GOOGL 1,241 28.4%
ENVA 958 33.6%
Top Reduces (Value $000, Stocks/ETFs)
IBDQ -5,311 -100.0%
META -1,758 -8.8%
Unilever PLC -1,473 -100.0%
MSFT -1,428 -6.7%
ANET -1,080 -11.4%
MO -1,027 -57.6%
ZTS -864 -19.3%
LIN -861 -9.9%
BLK -839 -8.7%
HD -816 -16.8%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type