Filed: 8/5/2025ACC: 0001085146-25-004506
📋 What this filing means
AVIANCE CAPITAL PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 350 equity positions with a total reported market value of $765.21M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
350
Positions
$765.21M
Total AUM (reported)
8.68M
Total Shares
Allocation by class
COM$496.51M64.9%
CL A$60.62M7.9%
CAP STK CL A$27.05M3.5%
COM NEW$15.77M2.1%
SHS$14.47M1.9%
COM SHS$13.15M1.7%
CL B NEW$9.05M1.2%
Portfolio Concentration
Top 3$114.73M15.0%
4–10$137.47M18.0%
11–25$116.02M15.2%
Rest$396.99M51.9%
Top 3 weight
15.0%
Top 10 weight
33.0%
Voting Authority Distribution
Total shares with voting rights: 8.68M
Sole
Full voting authority
8.68M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole350
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings350
Rows:
APPLE INC
SOLEShares265.41K
TypeSH
Market value$54.45M
7.12%
Sole
265.41K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares113.63K
TypeSH
Market value$31.32M
4.09%
Sole
113.63K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares131.96K
TypeSH
Market value$28.95M
3.78%
Sole
131.96K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares153.49K
TypeSH
Market value$27.05M
3.53%
Sole
153.49K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares144.16K
TypeSH
Market value$26.76M
3.50%
Sole
144.16K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares82.41K
TypeSH
Market value$23.89M
3.12%
Sole
82.41K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares40.02K
TypeSH
Market value$19.90M
2.60%
Sole
40.02K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares26.71K
TypeSH
Market value$19.72M
2.58%
Sole
26.71K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares14.00
TypeSH
Market value$10.20M
1.33%
Sole
14.00
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares62.95K
TypeSH
Market value$9.95M
1.30%
Sole
62.95K
Shared
0.00
None
0.00
TRAVELERS COMPANIES INC
SOLEShares36.87K
TypeSH
Market value$9.86M
1.29%
Sole
36.87K
Shared
0.00
None
0.00
AMGEN INC
SOLEShares32.87K
TypeSH
Market value$9.18M
1.20%
Sole
32.87K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares18.62K
TypeSH
Market value$9.05M
1.18%
Sole
18.62K
Shared
0.00
None
0.00
BLACKROCK INC
SOLEShares8.29K
TypeSH
Market value$8.70M
1.14%
Sole
8.29K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares18.07K
TypeSH
Market value$8.48M
1.11%
Sole
18.07K
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
SOLEShares92.31K
TypeSH
Market value$8.42M
1.10%
Sole
92.31K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares83.29K
TypeSH
Market value$8.11M
1.06%
Sole
83.29K
Shared
0.00
None
0.00
LOCKHEED MARTIN CORP
SOLEShares16.57K
TypeSH
Market value$7.68M
1.00%
Sole
16.57K
Shared
0.00
None
0.00
VISA INC
SOLEShares21.28K
TypeSH
Market value$7.55M
0.99%
Sole
21.28K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares66.62K
TypeSH
Market value$7.18M
0.94%
Sole
66.62K
Shared
0.00
None
0.00
ARISTA NETWORKS INC
SOLEShares64.31K
TypeSH
Market value$6.58M
0.86%
Sole
64.31K
Shared
0.00
None
0.00
THE CIGNA GROUP
SOLEShares19.45K
TypeSH
Market value$6.43M
0.84%
Sole
19.45K
Shared
0.00
None
0.00
LOWES COS INC
SOLEShares28.67K
TypeSH
Market value$6.36M
0.83%
Sole
28.67K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares67.81K
TypeSH
Market value$6.33M
0.83%
Sole
67.81K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares40.05K
TypeSH
Market value$6.12M
0.80%
Sole
40.05K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 265.41K | SH | $54.45M 7.12% | 265.41K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 113.63K | SH | $31.32M 4.09% | 113.63K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 131.96K | SH | $28.95M 3.78% | 131.96K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 153.49K | SH | $27.05M 3.53% | 153.49K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 144.16K | SH | $26.76M 3.50% | 144.16K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 82.41K | SH | $23.89M 3.12% | 82.41K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 40.02K | SH | $19.90M 2.60% | 40.02K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 26.71K | SH | $19.72M 2.58% | 26.71K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 14.00 | SH | $10.20M 1.33% | 14.00 | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 62.95K | SH | $9.95M 1.30% | 62.95K | 0.00 | 0.00 |
TRAVELERS COMPANIES INCSOLE | COM | 36.87K | SH | $9.86M 1.29% | 36.87K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 32.87K | SH | $9.18M 1.20% | 32.87K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 18.62K | SH | $9.05M 1.18% | 18.62K | 0.00 | 0.00 |
BLACKROCK INCSOLE | COM | 8.29K | SH | $8.70M 1.14% | 8.29K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 18.07K | SH | $8.48M 1.11% | 18.07K | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 92.31K | SH | $8.42M 1.10% | 92.31K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 83.29K | SH | $8.11M 1.06% | 83.29K | 0.00 | 0.00 |
LOCKHEED MARTIN CORPSOLE | COM | 16.57K | SH | $7.68M 1.00% | 16.57K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 21.28K | SH | $7.55M 0.99% | 21.28K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 66.62K | SH | $7.18M 0.94% | 66.62K | 0.00 | 0.00 |
ARISTA NETWORKS INCSOLE | COM SHS | 64.31K | SH | $6.58M 0.86% | 64.31K | 0.00 | 0.00 |
THE CIGNA GROUPSOLE | COM | 19.45K | SH | $6.43M 0.84% | 19.45K | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 28.67K | SH | $6.36M 0.83% | 28.67K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 67.81K | SH | $6.33M 0.83% | 67.81K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 40.05K | SH | $6.12M 0.80% | 40.05K | 0.00 | 0.00 |
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