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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 $723,602,276
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 272,983 $68,360,377 9.44%
2.
Alphabet Inc.
 GOOGL 155,995 $29,529,854 4.08%
3.
Amazon Com Inc
 AMZN 126,220 $27,691,480 3.82%
4.
Broadcom Inc.
 AVGO 117,543 $27,251,083 3.76%
5.
Abbvie Inc.
 ABBV 142,916 $25,396,252 3.5%
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)