Aviance Capital Partners, LLC

Q1 2026 13F-HR Detailed 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)

Holdings broken out by other managers reported in the original SEC filing. View aggregated holdings

Prev filing: 2/6/2026 Next filing: 7/30/2026 SEC filing
You are on the SEC detailed breakdown page. Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields), and are not merged like the standard holdings view. Switch to aggregated holdings.

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 Discretion Other Manager Sole Shared None