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Home > Institutional Investor > Aviance Capital Partners, Llc > Profile

Instuitional Investor - Aviance Capital Partners, Llc

Fund Profile
Filing Period:
Fund Name: Aviance Capital Partners, Llc
Portfolio Value $710,845,208
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 269,394 $59,840,471 8.42%
2.
Abbvie Inc.
 ABBV 143,303 $30,024,855 4.22%
3.
Amazon Com Inc
 AMZN 131,229 $24,967,694 3.51%
4.
Alphabet Inc.
 GOOGL 155,851 $24,100,753 3.39%
5.
Jpmorgan Chase & Co
 JPM 82,900 $20,335,478 2.86%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)