Filed: 10/29/2025ACC: 0001542383-25-000002
📋 What this filing means
AVIANCE CAPITAL PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 363 equity positions with a total reported market value of $842.09M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
363
Positions
$842.09M
Total AUM (reported)
9.03M
Total Shares
Allocation by class
COM$546.64M64.9%
CL A$54.40M6.5%
CAP STK CL A$37.27M4.4%
COM NEW$19.59M2.3%
SHS$15.87M1.9%
COM SHS$15.71M1.9%
COM CL A$9.55M1.1%
Portfolio Concentration
Top 3$140.44M16.7%
4–10$153.03M18.2%
11–25$128.45M15.3%
Rest$420.18M49.9%
Top 3 weight
16.7%
Top 10 weight
34.8%
Voting Authority Distribution
Total shares with voting rights: 9.03M
Sole
Full voting authority
9.03M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
24.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole363
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings363
Rows:
APPLE INC
SOLEShares264.04K
TypeSH
Market value$67.23M
7.98%
Sole
264.04K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares153.30K
TypeSH
Market value$37.27M
4.43%
Sole
153.30K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares108.94K
TypeSH
Market value$35.94M
4.27%
Sole
108.94K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares144.77K
TypeSH
Market value$33.52M
3.98%
Sole
144.77K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares132.48K
TypeSH
Market value$29.09M
3.45%
Sole
132.48K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares83.10K
TypeSH
Market value$26.21M
3.11%
Sole
83.10K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares41.03K
TypeSH
Market value$21.25M
2.52%
Sole
41.03K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares27.15K
TypeSH
Market value$19.94M
2.37%
Sole
27.15K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares63.13K
TypeSH
Market value$11.78M
1.40%
Sole
63.13K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares83.87K
TypeSH
Market value$11.23M
1.33%
Sole
83.87K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares14.00
TypeSH
Market value$10.56M
1.25%
Sole
14.00
Shared
0.00
None
0.00
TRAVELERS COMPANIES INC
SOLEShares36.76K
TypeSH
Market value$10.26M
1.22%
Sole
36.76K
Shared
0.00
None
0.00
BLACKROCK INC
SOLEShares8.32K
TypeSH
Market value$9.70M
1.15%
Sole
8.32K
Shared
0.00
None
0.00
ARISTA NETWORKS INC
SOLEShares65.10K
TypeSH
Market value$9.49M
1.13%
Sole
65.10K
Shared
0.00
None
0.00
AMGEN INC
SOLEShares33.41K
TypeSH
Market value$9.43M
1.12%
Sole
33.41K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares18.60K
TypeSH
Market value$9.35M
1.11%
Sole
18.60K
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
SOLEShares93.14K
TypeSH
Market value$8.89M
1.06%
Sole
93.14K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares18.23K
TypeSH
Market value$8.66M
1.03%
Sole
18.23K
Shared
0.00
None
0.00
CAVCO INDS INC DEL
SOLEShares14.36K
TypeSH
Market value$8.34M
0.99%
Sole
14.36K
Shared
0.00
None
0.00
LOCKHEED MARTIN CORP
SOLEShares16.54K
TypeSH
Market value$8.26M
0.98%
Sole
16.54K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares66.56K
TypeSH
Market value$7.50M
0.89%
Sole
66.56K
Shared
0.00
None
0.00
VISA INC
SOLEShares21.61K
TypeSH
Market value$7.38M
0.88%
Sole
21.61K
Shared
0.00
None
0.00
LOWES COS INC
SOLEShares28.66K
TypeSH
Market value$7.20M
0.86%
Sole
28.66K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares14.55K
TypeSH
Market value$7.06M
0.84%
Sole
14.55K
Shared
0.00
None
0.00
PIMCO ETF TR
SOLEShares63.23K
TypeSH
Market value$6.37M
0.76%
Sole
63.23K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 264.04K | SH | $67.23M 7.98% | 264.04K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 153.30K | SH | $37.27M 4.43% | 153.30K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 108.94K | SH | $35.94M 4.27% | 108.94K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 144.77K | SH | $33.52M 3.98% | 144.77K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 132.48K | SH | $29.09M 3.45% | 132.48K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 83.10K | SH | $26.21M 3.11% | 83.10K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 41.03K | SH | $21.25M 2.52% | 41.03K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 27.15K | SH | $19.94M 2.37% | 27.15K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 63.13K | SH | $11.78M 1.40% | 63.13K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 83.87K | SH | $11.23M 1.33% | 83.87K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 14.00 | SH | $10.56M 1.25% | 14.00 | 0.00 | 0.00 |
TRAVELERS COMPANIES INCSOLE | COM | 36.76K | SH | $10.26M 1.22% | 36.76K | 0.00 | 0.00 |
BLACKROCK INCSOLE | COM | 8.32K | SH | $9.70M 1.15% | 8.32K | 0.00 | 0.00 |
ARISTA NETWORKS INCSOLE | COM SHS | 65.10K | SH | $9.49M 1.13% | 65.10K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 33.41K | SH | $9.43M 1.12% | 33.41K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 18.60K | SH | $9.35M 1.11% | 18.60K | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 93.14K | SH | $8.89M 1.06% | 93.14K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 18.23K | SH | $8.66M 1.03% | 18.23K | 0.00 | 0.00 |
CAVCO INDS INC DELSOLE | COM | 14.36K | SH | $8.34M 0.99% | 14.36K | 0.00 | 0.00 |
LOCKHEED MARTIN CORPSOLE | COM | 16.54K | SH | $8.26M 0.98% | 16.54K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 66.56K | SH | $7.50M 0.89% | 66.56K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 21.61K | SH | $7.38M 0.88% | 21.61K | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 28.66K | SH | $7.20M 0.86% | 28.66K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 14.55K | SH | $7.06M 0.84% | 14.55K | 0.00 | 0.00 |
PIMCO ETF TRSOLE | ENHAN SHRT MA AC | 63.23K | SH | $6.37M 0.76% | 63.23K | 0.00 | 0.00 |
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