Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
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 Q2 2023 · Filed May 11, 2023 · Accession 0001085146-23-002210

Total Value
$449.7M
Positions
262
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (262)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL215,767$35.6M7.91%
2ABBVIE INCABBV160,159$25.5M5.68%
3ALPHABET INCGOOG103,382$10.7M2.38%
4AMAZON COM INCAMZN97,929$10.1M2.25%
5MICROSOFT CORPMSFT28,319$8.2M1.82%
6BROADCOM INCAVGO12,221$7.8M1.74%
7NVIDIA CORPORATIONNVDA24,631$6.8M1.52%
8JPMORGAN CHASE & COVYLD51,448$6.7M1.49%
9LINDE PLCLIN17,754$6.3M1.40%
10THERMO FISHER SCIENTIFIC INCTMO10,707$6.2M1.37%
11META PLATFORMS INCMETA26,504$5.6M1.25%
12BLACKROCK INCBLK8,347$5.6M1.24%
13KNIGHT-SWIFT TRANSN HLDGS IN49904910496,604$5.5M1.22%
14BRISTOL-MYERS SQUIBB COCELG-RI78,861$5.5M1.22%
15AMGEN INCAMGN22,553$5.5M1.21%
16PIMCO ETF TR72201R77557,624$5.3M1.19%
17BOEING COBA-PA25,127$5.3M1.19%
18TRAVELERS COMPANIES INCTRV31,104$5.3M1.19%
19LAM RESEARCH CORPLRCX10,015$5.3M1.18%
20ISHARES TR46434VBD1215,406$5.3M1.17%
21SCHWAB STRATEGIC TR80852487095,618$5.1M1.14%
22ALIBABA GROUP HLDG LTDBBAAY50,100$5.1M1.14%
23LOCKHEED MARTIN CORPLMT10,551$5.0M1.11%
24BERKSHIRE HATHAWAY INC DELBRK-A15,975$4.9M1.10%
25CISCO SYS INCCSCO85,907$4.5M1.00%
26THE CIGNA GROUP12552310017,106$4.4M0.97%
27EXXON MOBIL CORPXOM39,744$4.4M0.97%
28BERKSHIRE HATHAWAY INC DELBRK-A9$4.2M0.93%
29VISA INCV17,983$4.1M0.90%
30SCHWAB CHARLES CORPSCHW-PJ74,893$3.9M0.87%
31CONSTELLATION BRANDS INCSTZ17,237$3.9M0.87%
32JOHNSON & JOHNSONJNJ24,393$3.8M0.84%
33FLEETCOR TECHNOLOGIES INC33904110516,558$3.5M0.78%
34PROCTER AND GAMBLE CO74271810923,205$3.5M0.77%
35DOUBLELINE OPPORTUNISTIC CRDBL233,750$3.3M0.74%
36VMWARE INC92856340225,669$3.2M0.71%
37VANGUARD SPECIALIZED FUNDS92190884420,755$3.2M0.71%
38SKYWORKS SOLUTIONS INCSWKS25,809$3.0M0.68%
39PFIZER INCPFE70,208$2.9M0.64%
40MERCK & CO INCMRK24,046$2.6M0.57%
41DIMENSIONAL ETF TRUST25434V60956,825$2.5M0.56%
42DISNEY WALT CO25468710625,164$2.5M0.56%
43DNP SELECT INCOME FD INC23325P104217,217$2.4M0.53%
44CHARTER COMMUNICATIONS INC N16119P1086,534$2.3M0.52%
45MASTERCARD INCORPORATEDMA6,426$2.3M0.52%
46BLACKSTONE INCBX25,255$2.2M0.49%
47ISHARES TR46428710111,524$2.2M0.48%
48ISHARES TR46428722621,139$2.1M0.47%
49ALTRIA GROUP INCMO46,546$2.1M0.46%
50COMCAST CORP NEWCCZ54,691$2.1M0.46%
51AMERICAN EXPRESS COAXP12,542$2.1M0.46%
52CAVCO INDS INC DEL1495681076,484$2.1M0.46%
53ALPS ETF TR00162Q45252,577$2.0M0.45%
54PIMCO ETF TR72201R86638,379$2.0M0.45%
55AT&T INCT-PC101,133$1.9M0.43%
56PLAINS ALL AMERN PIPELINE L726503105155,518$1.9M0.43%
57COHEN & STEERS INFRASTRUCTUR19248A10978,312$1.9M0.42%
58TEKLA HEALTHCARE OPPORTUNITITHQ101,291$1.9M0.42%
59AMERIPRISE FINL INC03076C1066,000$1.8M0.41%
60ENOVA INTL INC29357K10340,968$1.8M0.40%
61ISHARES TR46428717616,301$1.8M0.40%
62PEPSICO INCPEP9,666$1.8M0.39%
63CALAMOS STRATEGIC TOTAL RETUCSQ124,022$1.7M0.39%
64SPDR S&P 500 ETF TRSPY4,143$1.7M0.38%
65AUTOMATIC DATA PROCESSING INADP7,619$1.7M0.38%
66FEDEX CORPFDX7,325$1.7M0.37%
67COLUMBIA SELIGM PREM TECH GR19842X10959,704$1.7M0.37%
68DIMENSIONAL ETF TRUST25434V80751,083$1.6M0.37%
691 800 FLOWERS COM INCFLWS142,895$1.6M0.37%
70SPDR SER TR78468R73934,220$1.6M0.36%
71NUVEEN NASDAQ 100 DYNAMIC OV67069910767,269$1.6M0.36%
72ARK ETF TR00214Q40130,000$1.6M0.36%
73ISHARES TR46428868751,128$1.6M0.35%
74GOLDMAN SACHS GROUP INCGSCE4,803$1.6M0.35%
753M COMMM14,931$1.6M0.35%
76NUVEEN S&P 500 DYNAMIC OVERW6706EW10098,799$1.5M0.34%
77PIMCO DYNAMIC INCOME FD72201Y10183,916$1.5M0.34%
78ARK ETF TR00214Q20330,022$1.5M0.34%
79NUVEEN FLOATING RATE INCOME6706EN100187,822$1.5M0.33%
80GILEAD SCIENCES INCGILD18,149$1.5M0.33%
81UNUM GROUPUNMA37,917$1.5M0.33%
82JAZZ PHARMACEUTICALS PLCJAZZ10,216$1.5M0.33%
83DIMENSIONAL ETF TRUST25434V72444,274$1.5M0.33%
84EATON VANCE LTD DURATION INCETN149,096$1.5M0.33%
85DUKE ENERGY CORP NEWDUKB15,064$1.5M0.32%
86LOWES COS INC5486611077,256$1.5M0.32%
87ISHARES TR4642872003,516$1.4M0.32%
88GABELLI HLTHCARE & WELLNESS36246K103143,149$1.4M0.32%
89ARTISAN PARTNERS ASSET MGMT04316A10845,092$1.4M0.32%
90ABRDN TOTAL DYNAMIC DIVIDENDAOD177,937$1.4M0.32%
91ELLSWORTH GROWTH & INCOME FD289074106175,944$1.4M0.32%
92INVESCO QQQ TRIVZ4,422$1.4M0.32%
93ROYAL CARIBBEAN GROUPV7780T10321,700$1.4M0.32%
94ARK ETF TR00214Q10435,085$1.4M0.31%
95PRICE T ROWE GROUP INCTROW12,463$1.4M0.31%
96QUALCOMM INCQCOM10,533$1.3M0.30%
97CAPITAL ONE FINL CORP14040H10513,796$1.3M0.30%
98TOLL BROTHERS INCTOL21,991$1.3M0.29%
99METHODE ELECTRS INC59152020030,018$1.3M0.29%
100ADOBE SYSTEMS INCORPORATEDADBE3,368$1.3M0.29%
101ONEMAIN HLDGS INCOMF34,839$1.3M0.29%
102HOME DEPOT INCHD4,297$1.3M0.28%
103OCCIDENTAL PETE CORP67459910520,293$1.3M0.28%
104SPROUTS FMRS MKT INC85208M10235,790$1.3M0.28%
105SALESFORCE INCCRM6,268$1.3M0.28%
106BLACKROCK INCOME TR INCBLK98,369$1.2M0.28%
107BROOKFIELD REAL ASSETS INCOMRA74,955$1.2M0.27%
108INTEL CORPINTC37,484$1.2M0.27%
109MOLSON COORS BEVERAGE COTAP-A23,551$1.2M0.27%
110PGIM SHORT DUR HIG YLD OPP F69355J10480,370$1.2M0.26%
111NOVO-NORDISK A SNONOF7,103$1.1M0.25%
112INVESCO LTDIVZ68,433$1.1M0.25%
113LULULEMON ATHLETICA INCLULU3,081$1.1M0.25%
114VANGUARD MUN BD FDS92290774621,881$1.1M0.25%
115DIMENSIONAL ETF TRUST25434V78146,471$1.1M0.25%
116THE TRADE DESK INC88339J10518,000$1.1M0.24%
117WINNEBAGO INDS INC97463710018,958$1.1M0.24%
118LYONDELLBASELL INDUSTRIES NLYB11,648$1.1M0.24%
119QUAKER HOUGHTON7473161075,475$1.1M0.24%
120GLOBALFOUNDRIES INCGFS15,000$1.1M0.24%
121MCDONALDS CORPMCD3,776$1.1M0.23%
122WALMART INCWMT7,135$1.1M0.23%
123BLOCK INCBSQKZ14,840$1.0M0.23%
124MARCUS & MILLICHAP INCMMI31,698$1.0M0.23%
125ABBOTT LABSABLZF10,006$1.0M0.23%
126ISHARES TR46428772110,762$998,8210.22%
127NUVEEN CORE PLUS IMPACT FUNDNPCT96,690$988,1710.22%
128FIRST TR MTG INCOME FD33734E10385,091$965,7860.21%
129NEXTERA ENERGY INCNEE-PW12,308$948,6680.21%
130ISHARES TR4642878049,786$946,3460.21%
131MAGNA INTL INC55922240117,350$929,4570.21%
132NUVEEN MULTI-MKT INCOME FDNU157,506$914,3240.20%
133ETSY INCETSY8,100$901,7730.20%
134PGIM HIGH YIELD BOND FUND INISD73,833$900,7640.20%
135UNION PAC CORPUNP4,463$898,2230.20%
136ALPHABET INCGOOG8,556$889,8240.20%
137CHEVRON CORP NEWCVX5,305$865,6220.19%
138WESTERN AST INFL LKD OPP & I95766R10492,558$846,9020.19%
139CORTEVA INCCTVA13,912$839,0590.19%
140CORNING INCGLW23,331$823,1310.18%
141PINTEREST INCPINS30,000$818,1000.18%
142HONEYWELL INTL INC4385161064,223$807,1000.18%
143SNOWFLAKE INCSNOW5,000$771,4500.17%
144DUPONT DE NEMOURS INCDD10,627$762,7180.17%
145ISHARES TR4642881587,210$754,7180.17%
146CVS HEALTH CORPCVS9,975$741,2590.16%
147COSTCO WHSL CORP NEW22160K1051,480$735,1890.16%
148BRANDYWINEGBL GBL INCM OPP F10537L10492,165$733,6370.16%
149EXPONENT INCEXPO7,000$697,8300.16%
150PIMCO ETF TR72201R8336,967$691,4530.15%
151CINCINNATI FINL CORP1720621016,166$691,0850.15%
152DOW INCDOW12,587$690,0200.15%
153PHILIP MORRIS INTL INC7181721096,984$679,1870.15%
154ALLSTATE CORPALL-PJ6,050$670,3550.15%
155LABORATORY CORP AMER HLDGS50540R4092,894$664,0320.15%
156ALLETE INC01852230010,274$661,3660.15%
157WESTERN ASSET EMERGING MKTS95766A10176,320$655,5880.15%
158HF SINCLAIR CORPDINO13,141$635,7420.14%
159GENERAC HLDGS INCGNRC5,725$618,3570.14%
160PATTERSON COS INC70339510322,732$608,5280.14%
161ADVANCE AUTO PARTS INCAAP4,880$593,4570.13%
162FIRST SOLAR INCFSLR2,700$587,2500.13%
163ORACLE CORPORCL-PD6,289$584,3740.13%
164STRYKER CORPORATIONSYK2,021$576,9350.13%
165DANAHER CORPORATION2358511022,229$561,7970.12%
166PIMCO ETF TR72201R7185,872$557,1230.12%
167COCA COLA COKO8,864$549,8490.12%
168BANK AMERICA CORP06050510418,962$542,3130.12%
169DIMENSIONAL ETF TRUST25434V70820,844$531,0930.12%
170NASDAQ INCNDAQ9,600$524,8320.12%
171ISHARES TR4642875072,067$517,0810.11%
172CUMMINS INCCMI2,106$503,1180.11%
173NUVEEN OHIO QLTY MUN INCOMENU39,494$501,9710.11%
174DIMENSIONAL ETF TRUST25434V30221,600$497,2240.11%
175NUVEEN PENNSYLVANIA QLT MUNNU43,464$496,7940.11%
176SELECT SECTOR SPDR TR81369Y7044,591$464,5170.10%
177HELIOS TECHNOLOGIES INCHLIO7,087$463,4900.10%
178RAYTHEON TECHNOLOGIES CORPRTX4,731$463,3070.10%
179NUVEEN NEW JERSEY QULT MUN FNU37,906$443,8760.10%
180PAYPAL HLDGS INCPYPL5,843$443,7170.10%
181WILLIAMS SONOMA INCWSM3,634$442,1700.10%
182PRUDENTIAL FINL INCPUKPF5,320$440,1400.10%
183SCHWAB STRATEGIC TR8085241028,695$416,0500.09%
184SMITH & WESSON BRANDS INCSWBI33,644$414,1620.09%
185MPLX LPMPLXP11,767$405,3730.09%
186SCHWAB STRATEGIC TR80852475512,910$403,6950.09%
187SPDR GOLD TRGLD2,186$400,5190.09%
188ROCKWELL AUTOMATION INCROK1,357$398,2120.09%
189INVESCO EXCHANGE TRADED FD TIVZ1,410$389,1320.09%
190INTERNATIONAL BUSINESS MACHSINTR2,953$387,1090.09%
191EATON CORP PLCETN2,242$384,1440.09%
192SELECT SECTOR SPDR TR81369Y8032,480$374,5260.08%
193CYBERARK SOFTWARE LTDM2682V1082,500$369,9500.08%
194PNC FINL SVCS GROUP INC6934751052,904$369,0980.08%
195APPLIED MATLS INC0382221052,999$368,3740.08%
196EDWARDS LIFESCIENCES CORPEW4,450$368,1490.08%
197VANGUARD INDEX FDS922908363961$361,2350.08%
198LILLY ELI & COLLY1,046$359,3100.08%
199INVESCO EXCHANGE TRADED FD TIVZ2,182$359,0310.08%
200UNITEDHEALTH GROUP INCUNH736$347,9300.08%
201BLACKROCK CALIF MUN INCOME TBLK29,642$346,8120.08%
202TARGET CORPTGT2,080$344,5100.08%
203GUGGENHEIM STRATEGIC OPPORTUGOF21,119$341,4940.08%
204ISHARES TR4642876551,909$340,5660.08%
205FIRST FNDTN INC32026V10445,680$340,3160.08%
206TESLA INCTSLA1,617$335,4800.07%
207SOUTHERN COPPER CORPSCCO4,386$334,4230.07%
208ROYAL BK CDA SUSTAINABL7800871023,476$332,2360.07%
209MARATHON PETE CORPMARA2,441$329,1200.07%
210AFLAC INCAFL5,090$328,4070.07%
211HARTFORD FINL SVCS GROUP INCHIG-PG4,703$327,7520.07%
212NUVEEN NEW YORK AMT QLT MUNINU30,587$323,3000.07%
213MEDIFAST INCMED3,071$318,3240.07%
214NUVEEN QUALITY MUNCP INCOMENU27,570$317,8820.07%
215BIOGEN INCBIIB1,135$315,5640.07%
216ALLIANCEBERNSTEIN NATL MUN I01864U10628,756$314,8780.07%
217TAIWAN SEMICONDUCTOR MFG LTD8740391003,373$313,7560.07%
218ARK ETF TR00214Q30210,000$300,7000.07%
219VERIZON COMMUNICATIONS INCVZ7,728$300,5580.07%
220NORTHERN TR CORPNTRSO3,387$298,4870.07%
221SOUTHERN COSOMN4,272$297,2780.07%
222BOOKING HOLDINGS INCBKNG112$297,0700.07%
223CONSOLIDATED EDISON INCED2,965$283,6960.06%
224MEDTRONIC PLCMDT3,518$283,6210.06%
225VANGUARD INDEX FDS9229087691,354$276,3790.06%
226SELECT SECTOR SPDR TR81369Y2092,089$270,4020.06%
227VANGUARD INDEX FDS9229087511,396$264,6260.06%
228AMERICAN ELEC PWR CO INC0255371012,835$257,9570.06%
229CHURCHILL DOWNS INCCHDN1,000$257,0500.06%
230VANGUARD WHITEHALL FDS9219464062,417$254,9940.06%
231SELECT SECTOR SPDR TR81369Y6057,636$245,5010.05%
232ENTERPRISE PRODS PARTNERS L2937921079,375$242,8130.05%
233ISHARES TR4642886464,772$241,1770.05%
234EZCORP INCEZPW27,680$238,0480.05%
235ISHARES SILVER TRSLV10,708$236,8610.05%
236DEERE & CODE572$236,0870.05%
237ISHARES TR46429B7472,358$233,9840.05%
238BAXTER INTL INC0718131095,677$230,2680.05%
239DELTA AIR LINES INC DELDAL6,504$227,1200.05%
240TELEDYNE TECHNOLOGIES INCTDY498$222,7850.05%
241ALLIANCEBERNSTEIN HLDG L P01881G1066,053$221,2980.05%
242NIKE INCNKE1,784$218,7790.05%
243DOLLAR GEN CORP NEW2566771051,039$218,6680.05%
244KIMBERLY-CLARK CORPKMB1,626$218,2420.05%
245SCHWAB STRATEGIC TR8085247972,939$215,0460.05%
246SPDR DOW JONES INDL AVERAGE78467X109646$214,8730.05%
247SCHWAB STRATEGIC TR8085247486,428$212,9600.05%
248ISHARES TR46432F3882,286$211,6610.05%
249CSX CORPCSX7,033$210,5690.05%
250ISHARES TR464288828850$210,1290.05%
251SMUCKER J M CO8326964051,306$205,5250.05%
252NUVEEN FLOATING RATE INCOME67072T10824,895$204,1390.05%
253ISHARES TR4642874081,340$203,3580.05%
254FLAHERTY & CRUMRINE DYNAMICDFP11,190$203,2100.05%
255ENERGY TRANSFER L PET-PI13,230$164,9780.04%
256EATON VANCE SR FLTNG RTE TRETN13,209$149,6580.03%
257SNAP INCSNAP13,000$145,7300.03%
258HUNTINGTON BANCSHARES INCHBANP12,581$140,9080.03%
259BLACKROCK MUNIYILD QULT FD IBLK11,000$130,2400.03%
260NUVEEN AMT FREE QLTY MUN INCNU10,580$117,6500.03%
261GARRETT MOTION INCGTX10,000$88,9000.02%
262EATON VANCE RISK-MANAGED DIVETN10,195$81,0500.02%