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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 $979,052,252
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 258,175 $85,977,433 8.78%
2.
Alphabet Inc.
 GOOGL 140,988 $48,511,309 4.95%
3.
Abbvie Inc.
 ABBV 147,345 $38,543,850 3.94%
4.
Broadcom Inc.
 AVGO 101,050 $35,487,586 3.62%
5.
Amazon Com Inc
 AMZN 139,123 $34,662,580 3.54%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.