Aviance Capital Partners, LLC

Q1 2026 13F-HR Holdings

Location
Naples, FL
Holdings as of
3/31/2026
Date filed
5/6/2026
Form type
13F-HR
Num holdings
368
Total value ($000)
$853,968
Net value change ($000)
-13,645 (-1.6%)
New positions
21
Sold out positions
14
Turnover %
1.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
NFLX 3,972 206.2%
AGG 3,448 149.3%
XOM 3,411 42.4%
LRCX 3,210 22.9%
MINT 2,407 39.3%
LMT 1,945 24.3%
JNJ 1,434 21.1%
LYB 1,367 81.8%
ASO 1,342 27.8%
LIN 1,333 17.1%
Top Reduces (Value $000, Stocks/ETFs)
GOOGL -4,859 -10.2%
AVGO -4,777 -13.1%
AAPL -4,059 -5.8%
MSFT -3,639 -18.4%
META -2,769 -15.2%
JPM -2,658 -10.0%
AMZN -2,378 -7.7%
ENVA -2,037 -53.5%
CLS -1,918 -39.3%
NTR -1,703 -100.0%
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