SEC 13F Intelligence

Managers / Q4 2018 · view latest →

Aviance Capital Partners, LLC

CIK 0001542383 · 2180 IMMOKALEE ROAD, #301, NAPLES, FL, 34110 · 239.598.4747

Reported Value
$285M
Q4 2018
Positions
208
Filings on Record
30
2019–present window
Filed
Feb 11, 2019
original filing

Summary

Aviance Capital Partners, Llc reported $285M in U.S.-listed holdings across 208 positions for Q4 2018.

Its largest position, AAPL, represents 9.8% of the portfolio.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $285MQ4 ’18Q1 ’19: $349MQ2 ’19: $362MQ3 ’19: $340MQ4 ’19: $391MQ4 ’19Q1 ’20: $317MQ2 ’20: $405MQ3 ’20: $444MQ4 ’20: $494MQ4 ’20Q1 ’21: $518MQ2 ’21: $572MQ3 ’21: $566MQ4 ’21: $600MQ4 ’21Q1 ’22: $545MQ2 ’22: $449MQ3 ’22: $403MQ4 ’22: $428.6BQ4 ’22Q1 ’23: $450MQ2 ’23: $472MQ3 ’23: $445MQ4 ’23: $467MQ4 ’23Q1 ’24: $673MQ2 ’24: $703MQ3 ’24: $758MQ4 ’24: $724MQ4 ’24Q1 ’25: $711MQ2 ’25: $765MQ3 ’25: $842MQ4 ’25: $868MQ4 ’25Q1 ’26: $854Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 70.9%Closed-End Fund: 10.5%Other: 9.3%ETP: 6.4%ADR: 1.7%Other: 1.2%
  • Common Stock · 70.9% · $202M
  • Closed-End Fund · 10.5% · $30M
  • Other · 9.3% · $27M
  • ETP · 6.4% · $18M
  • ADR · 1.7% · $5M
  • Other · 1.2% · $3M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2018

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Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$854M368May 6, 202613F-HRchanges · EDGAR ↗
Q4 2025$868M361Feb 6, 202613F-HRchanges · EDGAR ↗
Q3 2025$842M363Oct 29, 202513F-HRchanges · EDGAR ↗
Q2 2025$765M350Aug 5, 202513F-HRchanges · EDGAR ↗
Q1 2025$711M336Apr 29, 202513F-HRchanges · EDGAR ↗
Q4 2024$724M322Feb 7, 202513F-HRchanges · EDGAR ↗
Q3 2024$758M333Nov 7, 202413F-HRchanges · EDGAR ↗
Q2 2024$703M318Aug 9, 202413F-HRchanges · EDGAR ↗
Q1 2024$673M318Apr 18, 202413F-HRchanges · EDGAR ↗
Q4 2023$467M254Feb 6, 202413F-HRchanges · EDGAR ↗
Q3 2023$445M250Nov 7, 202313F-HRchanges · EDGAR ↗
Q2 2023$472M263Aug 4, 202313F-HRchanges · EDGAR ↗
Q1 2023$450M262May 11, 202313F-HRchanges · EDGAR ↗
Q4 2022$428.6B278Feb 7, 202313F-HRchanges · EDGAR ↗
Q3 2022$403M257Nov 9, 202213F-HRchanges · EDGAR ↗
Q2 2022$449M262Aug 8, 202213F-HRchanges · EDGAR ↗
Q1 2022$545M252May 6, 202213F-HRchanges · EDGAR ↗
Q4 2021$600M251Feb 7, 202213F-HRchanges · EDGAR ↗
Q3 2021$566M252Nov 12, 202113F-HRchanges · EDGAR ↗
Q2 2021$572M251Aug 6, 202113F-HRchanges · EDGAR ↗
Q1 2021$518M261Apr 29, 202113F-HRchanges · EDGAR ↗
Q4 2020$494M253Feb 12, 202113F-HRchanges · EDGAR ↗
Q3 2020$444M237Nov 3, 202013F-HRchanges · EDGAR ↗
Q2 2020$405M237Jul 24, 202013F-HRchanges · EDGAR ↗
Q1 2020$317M208May 5, 202013F-HRchanges · EDGAR ↗
Q4 2019$391M230Feb 7, 202013F-HRchanges · EDGAR ↗
Q3 2019$340M213Nov 7, 201913F-HRchanges · EDGAR ↗
Q2 2019$362M213Aug 12, 201913F-HRchanges · EDGAR ↗
Q1 2019$349M209May 1, 201913F-HRchanges · EDGAR ↗
Q4 2018$285M208Feb 11, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.