Aviance Capital Partners, LLC Top Holdings and 13F Report (2021) → The 2024 Gold Rush: Unleashing Market Potential (From Priority Gold) (Ad) About Aviance Capital Partners, LLCInvestment ActivityAviance Capital Partners, LLC has $672.63 million in total holdings as of September 30, 2021.Aviance Capital Partners, LLC owns shares of 318 different stocks, but just 103 companies or ETFs make up 80% of its holdings.Approximately 27.50% of the portfolio was purchased this quarter.About 2.37% of the portfolio was sold this quarter.This quarter, Aviance Capital Partners, LLC has purchased 254 new stocks and bought additional shares in 158 stocks.Aviance Capital Partners, LLC sold shares of 59 stocks and completely divested from 6 stocks this quarter.Largest Holdings Apple $45,220,438AbbVie $25,792,739Alphabet $22,603,781Amazon.com $22,051,696Broadcom $18,805,924 Largest New Holdings this Quarter CORPAY INC $5,647,516 HoldingProgressive $3,628,243 HoldingCrowdStrike $3,013,546 HoldingDeere & Company $2,782,764 HoldingHCA Healthcare $2,543,166 Holding Largest Purchases this Quarter Amazon.com 80,701 shares (about $14.56M)Alphabet 60,044 shares (about $9.06M)Lowe's Companies 35,080 shares (about $8.94M)Tesla 49,934 shares (about $8.78M)JPMorgan Chase & Co. 34,254 shares (about $6.86M) Largest Sales this Quarter Super Micro Computer 2,100 shares (about $2.12M)Williams-Sonoma 5,406 shares (about $1.72M)Broadcom 894 shares (about $1.18M)QUALCOMM 5,456 shares (about $923.73K)ARK Autonomous Technology & Robotics ETF 10,000 shares (about $547.10K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAviance Capital Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$45,220,438$2,011,459 ▲4.7%263,7076.7%Computer and TechnologyABBVAbbVie$25,792,739$3,464,987 ▲15.5%141,6413.8%MedicalGOOGLAlphabet$22,603,781$9,062,462 ▲66.9%149,7633.4%Computer and TechnologyAMZNAmazon.com$22,051,696$14,556,886 ▲194.2%122,2513.3%Retail/WholesaleAVGOBroadcom$18,805,924$1,184,896 ▼-5.9%14,1892.8%Computer and TechnologyJPMJPMorgan Chase & Co.$16,657,921$6,861,064 ▲70.0%83,1652.5%FinanceMSFTMicrosoft$15,600,262$4,162,173 ▲36.4%37,0802.3%Computer and TechnologyNVDANVIDIA$15,370,664$837,611 ▲5.8%17,0112.3%Computer and TechnologyMETAMeta Platforms$10,805,960$1,729,614 ▲19.1%22,2541.6%Computer and TechnologyLOWLowe's Companies$10,241,674$8,935,928 ▲684.4%40,2061.5%Retail/WholesaleLRCXLam Research$9,429,050$194,313 ▲2.1%9,7051.4%Computer and TechnologyAMGNAmgen$8,954,838$2,248,945 ▲33.5%31,4961.3%MedicalTSLATesla$8,939,463$8,777,912 ▲5,433.5%50,8531.3%Auto/Tires/TrucksLINDE PLC$8,671,640$325,024 ▲3.9%18,6761.3%SHSTRVTravelers Companies$8,020,383$683,746 ▲9.3%34,8501.2%FinanceBRK.BBerkshire Hathaway$7,607,627$1,320,853 ▲21.0%18,0911.1%FinanceTMOThermo Fisher Scientific$7,580,903$1,308,335 ▲20.9%13,0431.1%MedicalBLKBlackRock$7,278,066$205,086 ▲2.9%8,7301.1%FinanceLMTLockheed Martin$7,048,188$2,262,971 ▲47.3%15,4951.0%AerospaceCIThe Cigna Group$6,489,404$199,752 ▲3.2%17,8681.0%MedicalCVCOCavco Industries$6,420,875$187,159 ▲3.0%16,0901.0%ConstructionSCHWCharles Schwab$6,280,637$393,241 ▲6.7%86,8210.9%FinanceVVisa$5,993,047$1,315,880 ▲28.1%21,4740.9%Business ServicesJNJJohnson & Johnson$5,982,472$2,319,556 ▲63.3%37,8180.9%MedicalPGProcter & Gamble$5,774,683$2,190,716 ▲61.1%35,5910.9%Consumer StaplesBRK.ABerkshire Hathaway$5,709,9600.0%90.8%FinanceCORPAY INC$5,647,516$5,647,516 ▲New Holding18,3040.8%COM SHSKNXKnight-Swift Transportation$5,452,370$72,406 ▲1.3%99,0980.8%TransportationMRKMerck & Co., Inc.$5,293,601$2,172,701 ▲69.6%40,1180.8%MedicalXOMExxon Mobil$5,273,401$938,067 ▲21.6%45,3660.8%Oils/EnergyBMYBristol-Myers Squibb$5,232,882$943,387 ▲22.0%96,4940.8%MedicalMAMastercard$5,013,625$2,287,457 ▲83.9%10,4110.7%Business ServicesZTSZoetis$4,999,070$1,329,972 ▲36.2%29,5440.7%MedicalBABoeing$4,851,962$4,053 ▼-0.1%25,1410.7%AerospaceHDHome Depot$4,632,476$3,053,153 ▲193.3%12,0760.7%Retail/WholesaleIBDQiShares iBonds Dec 2025 Term Corporate ETF$4,611,069$36,024 ▼-0.8%185,8550.7%ETFOXYOccidental Petroleum$4,498,153$3,179,311 ▲241.1%69,2130.7%Oils/EnergyPIMCO ETF TR$4,451,872$71,834 ▲1.6%48,4640.7%ACTIVE BD ETFSTZConstellation Brands$4,441,238$31,523 ▲0.7%16,3430.7%Consumer StaplesLLYEli Lilly and Company$4,415,201$3,201,507 ▲263.8%5,6750.7%MedicalSCHPSchwab U.S. TIPS ETF$4,184,186$16,222 ▲0.4%80,2180.6%ETFCSCOCisco Systems$4,157,061$322,120 ▲8.4%83,2910.6%Computer and TechnologyDISWalt Disney$4,010,753$573,140 ▲16.7%32,7780.6%Consumer DiscretionaryPGRProgressive$3,628,243$3,628,243 ▲New Holding17,5430.5%FinanceASOAcademy Sports and Outdoors$3,488,238$149,263 ▲4.5%51,6470.5%Consumer DiscretionaryMCDMcDonald's$3,299,465$2,407,352 ▲269.8%11,7020.5%Retail/WholesaleAXPAmerican Express$3,276,687$455,380 ▲16.1%14,3910.5%FinanceCRWDCrowdStrike$3,013,546$3,013,546 ▲New Holding9,4000.4%Computer and TechnologySWKSSkyworks Solutions$2,998,168$140,598 ▲4.9%27,6790.4%Computer and TechnologyTOLToll Brothers$2,880,633$90,687 ▲3.3%22,2670.4%ConstructionCAVACAVA Group$2,872,050$420,300 ▲17.1%41,0000.4%Retail/WholesaleQQQInvesco QQQ$2,833,124$828,936 ▲41.4%6,3810.4%FinanceDEDeere & Company$2,782,764$2,782,764 ▲New Holding6,7750.4%Industrial ProductsPEPPepsiCo$2,722,417$1,194,426 ▲78.2%15,5560.4%Consumer StaplesOEFiShares S&P 100 ETF$2,697,7590.0%10,9040.4%ETFCOSTCostco Wholesale$2,660,912$1,582,481 ▲146.7%3,6320.4%Retail/WholesaleAMPAmeriprise Financial$2,630,6400.0%6,0000.4%FinancePAAPlains All American Pipeline$2,628,221$79,477 ▲3.1%149,6710.4%Oils/EnergyENVAEnova International$2,625,791$114,036 ▲4.5%41,7920.4%FinanceDFSVDimensional US Small Cap Value ETF$2,620,155$43,585 ▲1.7%87,0480.4%ETFABTAbbott Laboratories$2,589,047$1,478,595 ▲133.2%22,7790.4%MedicalFDXFedEx$2,564,583$264,542 ▲11.5%8,8510.4%TransportationPFEPfizer$2,543,390$698,354 ▲37.9%91,6540.4%MedicalHCAHCA Healthcare$2,543,166$2,543,166 ▲New Holding7,6250.4%MedicalKLACKLA$2,479,924$2,479,924 ▲New Holding3,5500.4%Computer and TechnologyCHTRCharter Communications$2,444,780$115,380 ▲5.0%8,4120.4%Consumer DiscretionaryCMCSAComcast$2,413,787$36,978 ▲1.6%55,6810.4%Consumer DiscretionarySPYSPDR S&P 500 ETF Trust$2,407,961$728,560 ▲43.4%4,6040.4%FinanceGSThe Goldman Sachs Group$2,380,833$436,486 ▲22.4%5,7000.4%FinanceADPAutomatic Data Processing$2,350,303$620,604 ▲35.9%9,4110.3%Business ServicesSFMSprouts Farmers Market$2,323,150$90,594 ▲4.1%36,0290.3%Retail/WholesaleGOOGAlphabet$2,320,442$1,214,882 ▲109.9%15,2400.3%Computer and TechnologyMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$2,317,890$77,920 ▼-3.3%23,0540.3%ETFVIGVanguard Dividend Appreciation ETF$2,277,192$69,028 ▲3.1%12,4700.3%ETFITWIllinois Tool Works$2,173,473$2,173,473 ▲New Holding8,1000.3%Industrial ProductsDFATDimensional U.S. Targeted Value ETF$2,138,678$458,086 ▲27.3%39,2920.3%ETFBXBlackstone$2,137,986$40,592 ▼-1.9%16,2750.3%FinanceUNPUnion Pacific$2,120,163$1,017,659 ▲92.3%8,6210.3%TransportationCRMSalesforce$2,114,585$331,298 ▲18.6%7,0210.3%Computer and TechnologyNVONovo Nordisk A/S$2,083,033$130,583 ▲6.7%16,2230.3%MedicalUNMUnum Group$2,055,077$122,506 ▲6.3%38,2980.3%FinanceDFACDimensional U.S. Core Equity 2 ETF$2,051,196$504,172 ▲32.6%64,2000.3%ETFCVXChevron$2,045,141$1,230,397 ▲151.0%12,9650.3%Oils/EnergyWMTWalmart$1,988,137$1,601,966 ▲414.8%33,0420.3%Retail/WholesaleLULULululemon Athletica$1,984,893$351,585 ▲21.5%5,0810.3%Consumer DiscretionaryDFIVDimensional International Value ETF$1,981,828$69,201 ▲3.6%53,9270.3%ETFDISVDimensional International Small Cap Value ETF$1,975,865$32,655 ▲1.7%72,6690.3%ETFCOFCapital One Financial$1,961,228$78,020 ▲4.1%13,1720.3%FinanceULUnilever$1,905,212$1,905,212 ▲New Holding37,9600.3%Consumer StaplesUNHUnitedHealth Group$1,865,451$1,419,741 ▲318.5%3,7710.3%MedicalAGGiShares Core U.S. Aggregate Bond ETF$1,858,724$87,559 ▼-4.5%18,9780.3%FinanceIVViShares Core S&P 500 ETF$1,856,450$134,068 ▲7.8%3,5310.3%ETFVTIVanguard Total Stock Market ETF$1,852,625$1,852,625 ▲New Holding7,1280.3%ETFHONHoneywell International$1,795,732$1,035,281 ▲136.1%8,7490.3%Multi-Sector ConglomeratesSTWDStarwood Property Trust$1,772,776$1,772,776 ▲New Holding87,2000.3%FinanceDUKDuke Energy$1,716,562$246,798 ▲16.8%17,7500.3%UtilitiesMOAltria Group$1,696,662$60,458 ▲3.7%38,8960.3%Consumer StaplesADBEAdobe$1,685,364$38,854 ▼-2.3%3,3400.3%Computer and TechnologyARKWARK Next Generation Internation ETF$1,666,0000.0%20,0000.2%ETFTAPMolson Coors Beverage$1,658,744$87,628 ▲5.6%24,6650.2%Consumer StaplesShowing largest 100 holdings. 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