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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Aviance Capital Partners, LLC

Quarter ended Q1 2023 · Filed February 7, 2023 · Accession 0001085146-23-000704

Total Value
$428.6M
Positions
278
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (278)

#IssuerTicker / CUSIPSharesValue% of Filing
1ABBVIE INCABBV172,292$27.8M6.50%
2APPLE INCAAPL211,498$27.5M6.41%
3ALPHABET INCGOOG95,886$8.5M1.97%
4AMAZON COM INCAMZN83,199$7.0M1.63%
5BROADCOM INCAVGO12,196$6.8M1.59%
6JPMORGAN CHASE & COVYLD50,206$6.7M1.57%
7MICROSOFT CORPMSFT27,581$6.6M1.54%
8SCHWAB CHARLES CORPSCHW-PJ74,065$6.2M1.44%
9BLACKROCK INCBLK8,501$6.0M1.41%
10AMGEN INCAMGN22,684$6.0M1.39%
11THERMO FISHER SCIENTIFIC INCTMO10,739$5.9M1.38%
12TRAVELERS COMPANIES INCTRV30,921$5.8M1.35%
13LINDE PLCLIN17,754$5.8M1.35%
14CIGNA CORP NEW12552310017,077$5.7M1.32%
15BRISTOL-MYERS SQUIBB COCELG-RI78,333$5.6M1.31%
16PIMCO ETF TR72201R77558,951$5.3M1.24%
17ISHARES TR46434VBD1219,177$5.3M1.24%
18SCHWAB STRATEGIC TR808524870100,315$5.2M1.21%
19LOCKHEED MARTIN CORPLMT10,543$5.1M1.20%
20KNIGHT-SWIFT TRANSN HLDGS IN49904910496,767$5.1M1.18%
21BOEING COBA-PA25,427$4.8M1.13%
22BERKSHIRE HATHAWAY INC DELBRK-A15,260$4.7M1.10%
23ALIBABA GROUP HLDG LTDBBAAY52,595$4.6M1.08%
24EXXON MOBIL CORPXOM40,031$4.4M1.03%
25BERKSHIRE HATHAWAY INC DELBRK-A9$4.2M0.98%
26LAM RESEARCH CORPLRCX9,994$4.2M0.98%
27JOHNSON & JOHNSONJNJ23,751$4.2M0.98%
28CONSTELLATION BRANDS INCSTZ17,474$4.0M0.94%
29CISCO SYS INCCSCO82,613$3.9M0.92%
30VISA INCV17,720$3.7M0.86%
31PFIZER INCPFE67,809$3.5M0.81%
32PROCTER AND GAMBLE CO74271810922,659$3.4M0.80%
33DOUBLELINE OPPORTUNISTIC CRDBL230,751$3.4M0.80%
34VMWARE INC92856340226,357$3.2M0.75%
35META PLATFORMS INCMETA26,029$3.1M0.73%
36FLEETCOR TECHNOLOGIES INC33904110516,367$3.0M0.70%
37NVIDIA CORPORATIONNVDA20,161$2.9M0.69%
38VANGUARD SPECIALIZED FUNDS92190884418,771$2.9M0.66%
39DIMENSIONAL ETF TRUST25434V60955,904$2.5M0.57%
40MERCK & CO INCMRK21,968$2.4M0.57%
41DNP SELECT INCOME FD INC23325P104210,904$2.4M0.55%
42SKYWORKS SOLUTIONS INCSWKS25,216$2.3M0.54%
43MASTERCARD INCORPORATEDMA6,426$2.2M0.52%
44CHARTER COMMUNICATIONS INC N16119P1086,436$2.2M0.51%
45DISNEY WALT CO25468710624,378$2.1M0.49%
46ALTRIA GROUP INCMO45,585$2.1M0.49%
47ISHARES TR46428722621,328$2.1M0.48%
48PIMCO ETF TR72201R86638,513$2.0M0.46%
49ISHARES TR46428710111,524$2.0M0.46%
50TEKLA HEALTHCARE OPPORTUNITITHQ98,955$2.0M0.46%
51ALPS ETF TR00162Q45250,490$1.9M0.45%
52COMCAST CORP NEWCCZ54,208$1.9M0.44%
53AMERIPRISE FINL INC03076C1066,000$1.9M0.44%
54ATLAS AIR WORLDWIDE HLDGS IN04916420518,456$1.9M0.43%
55AMERICAN EXPRESS COAXP12,542$1.9M0.43%
56COHEN & STEERS INFRASTRUCTUR19248A10976,509$1.8M0.43%
57AT&T INCT-PC98,195$1.8M0.42%
58PLAINS ALL AMERN PIPELINE L726503105153,416$1.8M0.42%
59BLACKSTONE INCBX24,239$1.8M0.42%
603M COMMM14,758$1.8M0.41%
61ALLSTATE CORPALL-PJ12,514$1.7M0.40%
62GOLDMAN SACHS GROUP INCGSCE4,866$1.7M0.39%
63AUTOMATIC DATA PROCESSING INADP6,942$1.7M0.39%
64CALAMOS STRATEGIC TOTAL RETUCSQ121,011$1.6M0.38%
65ISHARES TR46428717615,233$1.6M0.38%
66SPDR S&P 500 ETF TRSPY4,230$1.6M0.38%
67JAZZ PHARMACEUTICALS PLCJAZZ10,117$1.6M0.38%
68SPDR SER TR78468R73934,243$1.6M0.38%
69ENOVA INTL INC29357K10340,573$1.6M0.36%
70PEPSICO INCPEP8,615$1.6M0.36%
71DUKE ENERGY CORP NEWDUKB15,106$1.6M0.36%
72NUVEEN S&P 500 DYNAMIC OVERW6706EW10096,121$1.5M0.36%
73GILEAD SCIENCES INCGILD17,885$1.5M0.36%
74DIMENSIONAL ETF TRUST25434V80750,483$1.5M0.36%
75UNUM GROUPUNMA37,378$1.5M0.36%
76PIMCO DYNAMIC INCOME FD72201Y10179,549$1.5M0.34%
77DIMENSIONAL ETF TRUST25434V72443,196$1.4M0.34%
78ISHARES TR46428868746,942$1.4M0.33%
79GABELLI HLTHCARE & WELLNESS36246K103138,891$1.4M0.33%
80NUVEEN FLOATING RATE INCOME6706EN100182,027$1.4M0.33%
81OLIN CORPOLN25,999$1.4M0.32%
82EATON VANCE LTD DURATION INCETN144,741$1.4M0.32%
83PRICE T ROWE GROUP INCTROW12,460$1.4M0.32%
841 800 FLOWERS COM INCFLWS141,025$1.3M0.31%
85COLUMBIA SELIGM PREM TECH GR19842X10958,018$1.3M0.31%
86ABRDN TOTAL DYNAMIC DIVIDENDAOD172,703$1.3M0.31%
87NUVEEN NASDAQ 100 DYNAMIC OV67069910765,838$1.3M0.31%
88ELLSWORTH GROWTH & INCOME FD289074106165,324$1.3M0.31%
89METHODE ELECTRS INC59152020029,650$1.3M0.31%
90HOME DEPOT INCHD4,103$1.3M0.30%
91OCCIDENTAL PETE CORP67459910520,293$1.3M0.30%
92INVESCO LTDIVZ70,716$1.3M0.30%
93ISHARES TR4642872003,292$1.3M0.30%
94ARTISAN PARTNERS ASSET MGMT04316A10842,488$1.3M0.29%
95FEDEX CORPFDX7,264$1.3M0.29%
96CAPITAL ONE FINL CORP14040H10513,404$1.2M0.29%
97SUNCOR ENERGY INC NEWSU39,000$1.2M0.29%
98ARK ETF TR00214Q20330,022$1.2M0.29%
99INVESCO QQQ TRIVZ4,590$1.2M0.29%
100PGIM SHORT DUR HIG YLD OPP F69355J10482,481$1.2M0.28%
101NETFLIX INCNFLX4,065$1.2M0.28%
102MOLSON COORS BEVERAGE COTAP-A23,187$1.2M0.28%
103VALERO ENERGY CORPVLO9,375$1.2M0.28%
104BLACKROCK INCOME TR INCBLK95,851$1.2M0.28%
105ARK ETF TR00214Q40130,000$1.2M0.27%
106BROOKFIELD REAL ASSETS INCOMRA71,427$1.2M0.27%
107SPROUTS FMRS MKT INC85208M10235,285$1.1M0.27%
108QUALCOMM INCQCOM10,379$1.1M0.27%
109ADOBE SYSTEMS INCORPORATEDADBE3,368$1.1M0.26%
110ABBOTT LABSABLZF10,111$1.1M0.26%
111NOVO-NORDISK A SNONOF8,103$1.1M0.26%
112ARK ETF TR00214Q10435,040$1.1M0.26%
113TOLL BROTHERS INCTOL21,786$1.1M0.25%
114VANGUARD MUN BD FDS92290774621,868$1.1M0.25%
115LOWES COS INC5486611075,421$1.1M0.25%
116MARCUS & MILLICHAP INCMMI31,307$1.1M0.25%
117ONEMAIN HLDGS INCOMF32,053$1.1M0.25%
118ROYAL CARIBBEAN GROUPV7780T10321,600$1.1M0.25%
119NEXTERA ENERGY INCNEE-PW12,304$1.0M0.24%
120NUVEEN CORE PLUS IMPACT FUNDNPCT99,118$1.0M0.24%
121DIMENSIONAL ETF TRUST25434V78145,627$1.0M0.24%
122WINNEBAGO INDS INC97463710018,739$987,5350.23%
123ETSY INCETSY8,100$970,2180.23%
124MAGNA INTL INC55922240117,171$964,6490.23%
125CHEVRON CORP NEWCVX5,360$962,0240.22%
126LULULEMON ATHLETICA INCLULU3,000$961,1400.22%
127LYONDELLBASELL INDUSTRIES NLYB11,484$953,4750.22%
128FIRST TR MTG INCOME FD33734E10384,418$946,3280.22%
129CVS HEALTH CORPCVS10,124$943,4230.22%
130BLOCK INCBSQKZ14,840$932,5460.22%
131ISHARES TR4642878049,765$924,1460.22%
132NUVEEN MULTI-MKT INCOME FDNU155,985$915,6330.21%
133QUAKER HOUGHTON7473161075,475$913,7780.21%
134UNION PAC CORPUNP4,401$911,3150.21%
135WALMART INCWMT6,294$892,3590.21%
136CLOUGH GLOBAL EQUITY FD18914C100135,152$879,8400.21%
137INTEL CORPINTC33,106$874,9830.20%
138PGIM HIGH YIELD BOND FUND INISD73,165$868,4680.20%
139WESTERN AST INFL LKD OPP & I95766R10491,623$836,5170.20%
140MCDONALDS CORPMCD3,148$829,5170.19%
141HONEYWELL INTL INC4385161063,827$820,1260.19%
142CORTEVA INCCTVA13,895$816,7760.19%
143GLOBALFOUNDRIES INCGFS15,000$808,3500.19%
144ISHARES TR46428772110,762$801,6610.19%
145DELL TECHNOLOGIES INCDELL19,276$775,2670.18%
146ALPHABET INCGOOG8,556$759,1740.18%
147ISHARES TR4642881587,213$752,1350.18%
148BRANDYWINEGBL GBL INCM OPP F10537L10491,190$743,1980.17%
149CORNING INCGLW23,093$737,5980.17%
150PINTEREST INCPINS30,000$728,4000.17%
151DUPONT DE NEMOURS INCDD10,592$726,9470.17%
152ADVANCE AUTO PARTS INCAAP4,880$717,5060.17%
153EXPONENT INCEXPO7,000$693,6300.16%
154WESTERN ASSET EMERGING MKTS95766A10175,876$691,2290.16%
155PIMCO ETF TR72201R8336,952$685,7660.16%
156LABORATORY CORP AMER HLDGS50540R4092,845$669,8440.16%
157HF SINCLAIR CORPDINO12,824$665,4530.16%
158ALLETE INC01852230010,274$662,8050.15%
159COSTCO WHSL CORP NEW22160K1051,446$659,9010.15%
160FIRST FNDTN INC32026V10445,680$654,5940.15%
161CINCINNATI FINL CORP1720621016,166$631,3370.15%
162DOW INCDOW12,485$629,1390.15%
163THE TRADE DESK INC88339J10514,000$627,6200.15%
164PATTERSON COS INC70339510322,281$624,5400.15%
165PHILIP MORRIS INTL INC7181721096,134$620,8030.14%
166DANAHER CORPORATION2358511022,229$591,6210.14%
167NASDAQ INCNDAQ9,600$588,9600.14%
168GENERAC HLDGS INCGNRC5,630$566,7160.13%
169ZSCALER INCZS5,000$559,5000.13%
170PIMCO ETF TR72201R7185,915$557,5920.13%
171DIMENSIONAL ETF TRUST25434V30225,130$551,5940.13%
172WHEATON PRECIOUS METALS CORPWPM13,400$523,6720.12%
173CUMMINS INCCMI2,149$520,6680.12%
174STRYKER CORPORATIONSYK2,048$500,7160.12%
175NUVEEN OHIO QLTY MUN INCOMENU39,433$500,4030.12%
176ISHARES TR4642875072,067$499,9870.12%
177BANK AMERICA CORP06050510415,028$497,7430.12%
178DIMENSIONAL ETF TRUST25434V70820,229$491,1610.11%
179CANADIAN NAT RES LTD1363851018,800$488,6640.11%
180NUVEEN PENNSYLVANIA QLT MUNNU43,408$483,1340.11%
181RAYTHEON TECHNOLOGIES CORPRTX4,781$482,4990.11%
182PRUDENTIAL FINL INCPUKPF4,800$477,4150.11%
183COCA COLA COKO7,317$465,4500.11%
184PNC FINL SVCS GROUP INC6934751052,916$460,5530.11%
185SELECT SECTOR SPDR TR81369Y7044,591$450,8820.11%
186EZCORP INCEZPW53,486$435,9110.10%
187ORACLE CORPORCL-PD5,255$429,5440.10%
188NUVEEN NEW JERSEY QULT MUN FNU38,010$429,5100.10%
189INTERNATIONAL BUSINESS MACHSINTR2,971$418,5840.10%
190PAYPAL HLDGS INCPYPL5,843$416,1380.10%
191WELLTOWER INCWELL6,270$411,0120.10%
192SCHWAB STRATEGIC TR8085241029,138$409,4680.10%
193WILLIAMS SONOMA INCWSM3,562$409,3450.10%
194SCHWAB STRATEGIC TR80852475514,026$407,7350.10%
195UNITEDHEALTH GROUP INCUNH747$396,1610.09%
196MPLX LPMPLXP11,767$386,4280.09%
197HELIOS TECHNOLOGIES INCHLIO7,087$385,8160.09%
198LILLY ELI & COLLY1,047$382,9300.09%
199INVESCO EXCHANGE TRADED FD TIVZ2,357$373,4180.09%
200SPDR GOLD TRGLD2,169$367,9490.09%
201WALGREENS BOOTS ALLIANCE INC9314271089,744$364,0380.08%
202ROCKWELL AUTOMATION INCROK1,397$359,8250.08%
203HARTFORD FINL SVCS GROUP INCHIG-PG4,703$356,6280.08%
204ORGANON & COOGN12,444$347,5560.08%
205INVESCO EXCHANGE TRADED FD TIVZ1,410$342,6020.08%
206MEDIFAST INCMED2,955$340,8720.08%
207TESLA INCTSLA2,734$336,7840.08%
208WILLIAMS COS INC96945710010,150$333,9350.08%
209EDWARDS LIFESCIENCES CORPEW4,450$332,0150.08%
210NUVEEN QUALITY MUNCP INCOMENU27,570$325,3260.08%
211CYBERARK SOFTWARE LTDM2682V1082,500$324,1250.08%
212GUGGENHEIM STRATEGIC OPPORTUGOF21,119$321,4310.07%
213BLACKROCK CALIF MUN INCOME TBLK29,599$320,5530.07%
214ROYAL BK CDA SUSTAINABL7800871023,383$318,0700.07%
215BIOGEN INCBIIB1,135$314,3040.07%
216NUVEEN NEW YORK AMT QLT MUNINU30,584$313,7910.07%
217TARGET CORPTGT2,080$310,0030.07%
218SOUTHERN COSOMN4,319$308,4330.07%
219EATON CORP PLCETN1,958$307,3080.07%
220SELECT SECTOR SPDR TR81369Y8032,460$306,0630.07%
221ELEVATE CREDIT INC28621V101174,811$305,9190.07%
222AMERICAN ELEC PWR CO INC0255371013,205$304,3150.07%
223VISTA OUTDOOR INC92837710012,413$302,5050.07%
224ALLIANCEBERNSTEIN NATL MUN I01864U10628,716$300,9400.07%
225SELECT SECTOR SPDR TR81369Y2092,214$300,7110.07%
226AFLAC INCAFL4,092$294,3780.07%
227VORNADO RLTY TR92904210914,113$293,6930.07%
228NORTHERN TR CORPNTRSO3,318$293,6100.07%
229BAXTER INTL INC0718131095,671$289,0260.07%
230UNITY SOFTWARE INCU10,000$285,9000.07%
231SMITH & WESSON BRANDS INCSWBI32,699$283,8310.07%
232CONSOLIDATED EDISON INCED2,965$282,5860.07%
233ARK ETF TR00214Q30210,000$282,3000.07%
234MARATHON PETE CORPMARA2,391$278,2880.06%
235VERIZON COMMUNICATIONS INCVZ7,013$276,3040.06%
236MEDTRONIC PLCMDT3,470$269,6880.06%
237SOUTHERN COPPER CORPSCCO4,386$264,8630.06%
238VANGUARD WHITEHALL FDS9219464062,417$261,5440.06%
239PROSHARES TR74347X83115,000$259,5000.06%
240ISHARES TR4642886465,190$258,5660.06%
241DOLLAR GEN CORP NEW2566771051,039$255,8540.06%
242TAIWAN SEMICONDUCTOR MFG LTD8740391003,373$251,2550.06%
243ISHARES TR46429B7472,580$250,1570.06%
244GOLAR LNG LTDGLNG10,900$248,4110.06%
245INVESCO EXCHANGE TRADED FD TIVZ1,596$247,5820.06%
246BROOKFIELD INFRAST PARTNERSG162521017,950$246,3710.06%
247APPLIED MATLS INC0382221052,521$245,4950.06%
248SELECT SECTOR SPDR TR81369Y6057,021$240,1010.06%
249VANGUARD INDEX FDS922908363681$239,3400.06%
250TRUIST FINL CORP89832Q1095,448$234,4270.05%
251NIKE INCNKE2,002$234,2430.05%
252ISHARES TR464288828850$227,5370.05%
253ENTERPRISE PRODS PARTNERS L2937921079,375$226,1250.05%
254ALLIANCEBERNSTEIN HLDG L P01881G1066,571$225,8450.05%
255ISHARES SILVER TRSLV10,248$225,6610.05%
256BOOKING HOLDINGS INCBKNG110$221,6810.05%
257KKR & CO INCKKRT4,712$218,7380.05%
258DELTA AIR LINES INC DELDAL6,504$213,7210.05%
259CHURCHILL DOWNS INCCHDN1,000$211,4300.05%
260METLIFE INCMET-PF2,908$210,4710.05%
261FLAHERTY & CRUMRINE DYNAMICDFP11,220$209,9260.05%
262CSX CORPCSX6,732$208,5530.05%
263ISHARES TR46432F3882,286$208,3460.05%
264SMUCKER J M CO8326964051,306$206,9490.05%
265VANGUARD INDEX FDS9229087691,068$204,2280.05%
266COLGATE PALMOLIVE COCL2,569$202,4120.05%
267SCHWAB STRATEGIC TR8085247972,657$200,6840.05%
268KIMBERLY-CLARK CORPKMB1,475$200,2310.05%
269NUVEEN FLOATING RATE INCOME67072T10824,895$197,1680.05%
270HUNTINGTON BANCSHARES INCHBANP12,672$178,6700.04%
271EATON VANCE SR FLTNG RTE TRETN13,209$144,5060.03%
272WARNER BROS DISCOVERY INCWBD13,861$131,4020.03%
273BLACKROCK MUNIYILD QULT FD IBLK11,000$127,6000.03%
274ENERGY TRANSFER L PET-PI10,180$120,8370.03%
275NUVEEN AMT FREE QLTY MUN INCNU10,580$120,2950.03%
276SNAP INCSNAP13,000$116,3500.03%
277GARRETT MOTION INCGTX10,000$87,0000.02%
278EATON VANCE RISK-MANAGED DIVETN10,195$76,4630.02%