Aviance Capital Partners, LLC

RIA/Wealth

Aviance Capital Partners, LLC is a RIA/Wealth based in Naples, FL led by Jack David Brown, reporting $971.0M in AUM as of Q3 2025 with AAPL as the largest holding (8% allocation).

Managing PartnerJack David Brown

Portfolio Value: $842.1M
Positions: 361
Top Holding: AAPL at 7.98%
Last Reported: Q3 2025

Address2180 Immokalee Road, #301, Naples, FL, 34110-1407, United States

Top Holdings

Largest long holdings in Aviance Capital Partners, LLC's portfolio (34.8% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Apple AAPL	Consumer Electronics Technology	$67.2M	7.98%	-$349.4K Sold	0.00% 264.0K shares	≤ Q2 2013 Held for 12y 5m+
2 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$37.3M	4.43%	-$44.0K Sold	0.00% 153.3K shares	≤ Q2 2013 Held for 12y 5m+
3 Broadcom Inc. AVGO	Semiconductors Technology	$35.9M	4.27%	-$1.5M Sold	0.00% 108.9K shares	Q1 2014 Held for 11y 8m
4 AbbVie ABBV	Drug Manufacturers - General Healthcare	$33.5M	3.98%	+$142.4K Bought	0.01% 144.8K shares	≤ Q2 2013 Held for 12y 5m+
5 Amazon AMZN	Specialty Retail Consumer Cyclical	$29.1M	3.45%	+$116.2K Bought	0.00% 132.5K shares	Q2 2017 Held for 8y 5m
6 JPMorgan Chase JPM	Banks - Diversified Financial Services	$26.2M	3.11%	+$218.3K Bought	0.00% 83.1K shares	≤ Q2 2013 Held for 12y 5m+
7 Microsoft MSFT	Software - Infrastructure Technology	$21.3M	2.52%	+$526.8K Bought	0.00% 41.0K shares	≤ Q2 2013 Held for 12y 5m+
8 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$19.9M	2.37%	+$321.7K Bought	0.00% 27.2K shares	Q1 2016 Held for 9y 8m
9 Nvidia NVDA	Semiconductors Technology	$11.8M	1.40%	+$33.6K Bought	0.00% 63.1K shares	Q2 2017 Held for 8y 5m
10 Lam Research LRCX	Semiconductors Technology	$11.2M	1.33%	+$78.1K Bought	0.01% 83.9K shares	Q1 2019 Held for 6y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Aviance Capital Partners, LLC's latest filing

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Market Value

$842.1M

Prior: $765.2M

Q/Q Change

+10.05%

+$76.9M

Net Flows % of MV

+0.767%

Turnover Ratio

3.32%

New Purchases

13 stocks

$7.4M

Added To

164 stocks

+$21.6M

Sold Out Of

12 stocks

$7.4M

Reduced Holdings

91 stocks

-$15.2M

Increased Positions

Position	Shares Δ	Change
1 Akamai Technologies AKAM	New	0 → 30.1K +$2.3M
2 Lyft, Inc. LYFT	New	0 → 63.5K +$1.4M
3 Everest Group EG	New	0 → 3.5K +$1.2M
4 Vanguard Growth VUG	New	0 → 745.0 +$357.3K
5 iShares MBS MBB	New	0 → 3.5K +$335.2K

Decreased Positions

Position	Shares Δ	Change
1 Northern Trust NTRS	Sold	13.9K → 0 −$1.8M
2 Cheesecake Factory CAKE	Sold	27.4K → 0 −$1.7M
3 lululemon athletica LULU	Sold	6.0K → 0 −$1.4M
4 ProShares Short 20+ Year Treasury TBF	Sold	24.0K → 0 −$580.1K
5 ProShares Short S&P 500 SH	Sold	12.3K → 0 −$486.1K

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Analytics

Portfolio insights and performance metrics for Aviance Capital Partners, LLC

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Sector Allocation

Technology

23.30%

Financial Services

17.10%

ETF

12.10%

Healthcare

11.70%

Communication Services

9.40%

Consumer Cyclical

8.10%

Industrials

5.80%

Consumer Defensive

3.00%

Energy

2.40%

Basic Materials

2.00%

Utilities

0.70%

Real Estate

0.50%

Market Cap Distribution

Mega Cap (> $200B)

49.25%

Large Cap ($10B - $200B)

28.09%

Mid Cap ($2B - $10B)

5.05%

Small Cap ($300M - $2B)

0.81%

Micro Cap ($50M - $300M)

0.29%

Nano Cap (< $50M)

0.31%

N/A (ETF or Unknown)

16.20%

Portfolio Concentration

Top 10 Holdings %

34.85%

Top 20 Holdings %

45.89%

Top 50 Holdings %

64.45%

Top 100 Holdings %

79.71%