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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 Q3 2023 · Filed August 4, 2023 · Accession 0001085146-23-003095

Total Value
$472.4M
Positions
263
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (263)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL212,918$41.3M8.74%
2ABBVIE INCABBV128,963$17.4M3.68%
3ALPHABET INCGOOG103,758$12.4M2.63%
4BROADCOM INCAVGO14,052$12.2M2.58%
5MICROSOFT CORPMSFT28,968$9.9M2.09%
6JPMORGAN CHASE & COVYLD51,922$7.6M1.60%
7META PLATFORMS INCMETA26,044$7.5M1.58%
8NVIDIA CORPORATIONNVDA17,246$7.3M1.54%
9LINDE PLCLIN17,869$6.8M1.44%
10LAM RESEARCH CORPLRCX10,092$6.5M1.37%
11AMAZON COM INCAMZN49,605$6.5M1.37%
12BLACKROCK INCBLK8,815$6.1M1.29%
13TRAVELERS COMPANIES INCTRV33,727$5.9M1.24%
14THERMO FISHER SCIENTIFIC INCTMO11,151$5.8M1.23%
15KNIGHT-SWIFT TRANSN HLDGS IN499049104103,387$5.7M1.22%
16BERKSHIRE HATHAWAY INC DELBRK-A15,975$5.4M1.15%
17BRISTOL-MYERS SQUIBB COCELG-RI84,227$5.4M1.14%
18AMGEN INCAMGN23,994$5.3M1.13%
19BOEING COBA-PA25,127$5.3M1.12%
20PIMCO ETF TR72201R77557,167$5.2M1.11%
21ISHARES TR46434VBD1212,264$5.2M1.10%
22THE CIGNA GROUP12552310018,168$5.1M1.08%
23SCHWAB STRATEGIC TR80852487094,492$5.0M1.05%
24LOCKHEED MARTIN CORPLMT10,672$4.9M1.04%
25SCHWAB CHARLES CORPSCHW-PJ83,458$4.7M1.00%
26BERKSHIRE HATHAWAY INC DELBRK-A9$4.7M0.99%
27FLEETCOR TECHNOLOGIES INC33904110518,142$4.6M0.96%
28CISCO SYS INCCSCO84,247$4.4M0.92%
29VISA INCV18,148$4.3M0.91%
30EXXON MOBIL CORPXOM39,619$4.2M0.90%
31CONSTELLATION BRANDS INCSTZ17,241$4.2M0.90%
32JOHNSON & JOHNSONJNJ24,732$4.1M0.87%
33VMWARE INC92856340228,283$4.1M0.86%
34ZOETIS INCZTS23,383$4.0M0.85%
35PROCTER AND GAMBLE CO74271810923,387$3.5M0.75%
36DOUBLELINE OPPORTUNISTIC CRDBL243,381$3.5M0.75%
37ADVANCED MICRO DEVICES INCAMD29,510$3.4M0.71%
38SKYWORKS SOLUTIONS INCSWKS27,504$3.0M0.64%
39VANGUARD SPECIALIZED FUNDS92190884418,716$3.0M0.64%
40CHARTER COMMUNICATIONS INC N16119P1088,200$3.0M0.64%
41MERCK & CO INCMRK23,646$2.7M0.58%
42DIMENSIONAL ETF TRUST25434V60958,737$2.7M0.58%
43PFIZER INCPFE70,225$2.6M0.55%
44DISNEY WALT CO25468710628,385$2.5M0.54%
45MASTERCARD INCORPORATEDMA6,426$2.5M0.54%
46COMCAST CORP NEWCCZ58,263$2.4M0.51%
47ISHARES TR46428710111,524$2.4M0.51%
48BLACKSTONE INCBX24,351$2.3M0.48%
49DNP SELECT INCOME FD INC23325P104215,894$2.3M0.48%
50PLAINS ALL AMERN PIPELINE L726503105155,489$2.2M0.46%
51ALTRIA GROUP INCMO48,308$2.2M0.46%
52ENOVA INTL INC29357K10341,131$2.2M0.46%
53AMERICAN EXPRESS COAXP12,536$2.2M0.46%
54CAVCO INDS INC DEL1495681077,233$2.1M0.45%
55ALPS ETF TR00162Q45253,055$2.1M0.44%
56FEDEX CORPFDX8,232$2.0M0.43%
57AMERIPRISE FINL INC03076C1066,000$2.0M0.42%
58TEKLA HEALTHCARE OPPORTUNITITHQ103,196$2.0M0.42%
59ISHARES TR46428722619,780$1.9M0.41%
60CALAMOS STRATEGIC TOTAL RETUCSQ127,383$1.9M0.40%
61SPDR S&P 500 ETF TRSPY4,188$1.9M0.39%
62UNUM GROUPUNMA38,204$1.8M0.39%
63PIMCO ETF TR72201R86634,651$1.8M0.38%
64PEPSICO INCPEP9,672$1.8M0.38%
65SALESFORCE INCCRM8,434$1.8M0.38%
66TOLL BROTHERS INCTOL22,527$1.8M0.38%
67ARTISAN PARTNERS ASSET MGMT04316A10845,015$1.8M0.37%
68COHEN & STEERS INFRASTRUCTUR19248A10974,665$1.8M0.37%
69ARK ETF TR00214Q40130,000$1.8M0.37%
70FIRST SOLAR INCFSLR9,200$1.7M0.37%
71PIMCO DYNAMIC INCOME FD72201Y10193,214$1.7M0.37%
72COLUMBIA SELIGM PREM TECH GR19842X10955,652$1.7M0.36%
73AT&T INCT-PC106,537$1.7M0.36%
74ARK ETF TR00214Q20330,022$1.7M0.36%
75ADOBE SYSTEMS INCORPORATEDADBE3,460$1.7M0.36%
76DIMENSIONAL ETF TRUST25434V80751,084$1.7M0.36%
77AUTOMATIC DATA PROCESSING INADP7,615$1.7M0.35%
78MOLSON COORS BEVERAGE COTAP-A25,372$1.7M0.35%
79LOWES COS INC5486611077,221$1.6M0.35%
80ISHARES TR46428868751,624$1.6M0.34%
81ISHARES TR4642872003,525$1.6M0.33%
82DIMENSIONAL ETF TRUST25434V72445,209$1.6M0.33%
83ARK ETF TR00214Q10435,085$1.5M0.33%
84NUVEEN S&P 500 DYNAMIC OVERW6706EW10098,749$1.5M0.33%
85GOLDMAN SACHS GROUP INCGSCE4,778$1.5M0.33%
86NUVEEN NASDAQ 100 DYNAMIC OV67069910761,804$1.5M0.33%
87ONEMAIN HLDGS INCOMF35,003$1.5M0.32%
88ISHARES TR46428717614,073$1.5M0.32%
893M COMMM15,130$1.5M0.32%
90NUVEEN FLOATING RATE INCOME6706EN100191,579$1.5M0.32%
91CAPITAL ONE FINL CORP14040H10513,628$1.5M0.32%
92SPDR SER TR78468R73931,606$1.5M0.31%
93EATON VANCE LTD DURATION INCETN155,901$1.5M0.31%
94GABELLI HLTHCARE & WELLNESS36246K103144,838$1.4M0.31%
95ELLSWORTH GROWTH & INCOME FD289074106167,522$1.4M0.31%
96GILEAD SCIENCES INCGILD18,608$1.4M0.30%
97INTEL CORPINTC42,006$1.4M0.30%
98THE TRADE DESK INC88339J10518,000$1.4M0.29%
99INVESCO QQQ TRIVZ3,760$1.4M0.29%
100PRICE T ROWE GROUP INCTROW12,199$1.4M0.29%
101HOME DEPOT INCHD4,379$1.4M0.29%
102DUKE ENERGY CORP NEWDUKB15,064$1.4M0.29%
103SPROUTS FMRS MKT INC85208M10236,456$1.3M0.28%
104ABRDN TOTAL DYNAMIC DIVIDENDAOD160,072$1.3M0.28%
105WINNEBAGO INDS INC97463710019,559$1.3M0.28%
106JAZZ PHARMACEUTICALS PLCJAZZ10,296$1.3M0.27%
107QUALCOMM INCQCOM10,661$1.3M0.27%
108BROOKFIELD REAL ASSETS INCOMRA73,931$1.2M0.26%
109GENERAC HLDGS INCGNRC8,194$1.2M0.26%
110INVESCO LTDIVZ71,840$1.2M0.26%
111OCCIDENTAL PETE CORP67459910520,293$1.2M0.25%
112BLACKROCK INCOME TR INCBLK97,684$1.2M0.25%
113LYONDELLBASELL INDUSTRIES NLYB12,872$1.2M0.25%
114VANGUARD MUN BD FDS92290774623,485$1.2M0.25%
115PGIM SHORT DUR HIG YLD OPP F69355J10478,944$1.2M0.25%
116ISHARES TR46428772110,762$1.2M0.25%
117LULULEMON ATHLETICA INCLULU3,081$1.2M0.25%
1181 800 FLOWERS COM INCFLWS149,060$1.2M0.25%
119NOVO-NORDISK A SNONOF7,103$1.1M0.24%
120WALMART INCWMT7,289$1.1M0.24%
121MCDONALDS CORPMCD3,779$1.1M0.24%
122DIMENSIONAL ETF TRUST25434V78146,579$1.1M0.23%
123ABBOTT LABSABLZF10,006$1.1M0.23%
124QUAKER HOUGHTON7473161075,475$1.1M0.23%
125ALPHABET INCGOOG8,585$1.0M0.22%
126MARCUS & MILLICHAP INCMMI32,723$1.0M0.22%
127METHODE ELECTRS INC59152020030,410$1.0M0.22%
128MAGNA INTL INC55922240117,613$994,0820.21%
129ISHARES TR4642881589,434$981,5120.21%
130ISHARES TR4642878049,809$977,4240.21%
131GLOBALFOUNDRIES INCGFS15,000$968,7000.21%
132NUVEEN CORE PLUS IMPACT FUNDNPCT96,826$965,3560.20%
133F5 INCFFIV6,506$951,5680.20%
134PATTERSON COS INC70339510328,528$948,8460.20%
135FIRST TR MTG INCOME FD33734E10382,844$923,7150.20%
136UNION PAC CORPUNP4,463$913,2190.19%
137NUVEEN MULTI-MKT INCOME FDNU154,892$898,3750.19%
138PGIM HIGH YIELD BOND FUND INISD71,124$883,3570.19%
139LABORATORY CORP AMER HLDGS50540R4093,641$878,5840.19%
140HONEYWELL INTL INC4385161064,223$876,2730.19%
141CORNING INCGLW24,817$869,5780.18%
142NEXTERA ENERGY INCNEE-PW11,574$858,7710.18%
143CHEVRON CORP NEWCVX5,308$835,2060.18%
144PINTEREST INCPINS30,000$820,2000.17%
145ORACLE CORPORCL-PD6,789$808,5020.17%
146COSTCO WHSL CORP NEW22160K1051,495$804,7300.17%
147WESTERN AST INFL LKD OPP & I95766R10490,457$801,4520.17%
148WILLIAMS SONOMA INCWSM6,389$799,5370.17%
149CORTEVA INCCTVA13,929$798,1440.17%
150DUPONT DE NEMOURS INCDD10,662$761,6720.16%
151NUTRIEN LTDNTR12,816$756,7850.16%
152SMITH & WESSON BRANDS INCSWBI57,378$748,2130.16%
153HF SINCLAIR CORPDINO16,677$743,9390.16%
154BRANDYWINEGBL GBL INCM OPP F10537L10490,990$731,5620.15%
155BLOCK INCBSQKZ10,928$727,4770.15%
156ALLSTATE CORPALL-PJ6,450$703,2630.15%
157CVS HEALTH CORPCVS9,977$689,7180.15%
158ETSY INCETSY8,100$685,3410.15%
159PHILIP MORRIS INTL INC7181721096,985$681,8850.14%
160DOW INCDOW12,712$677,0510.14%
161MEDIFAST INCMED7,259$668,9980.14%
162EXPONENT INCEXPO7,000$653,2400.14%
163PIMCO ETF TR72201R8336,510$649,4220.14%
164WESTERN ASSET EMERGING MKTS95766A10174,792$644,7050.14%
165PACER FDS TR69374H70919,363$641,8830.14%
166NORTHERN TR CORPNTRSO8,657$641,8240.14%
167STRYKER CORPORATIONSYK2,096$639,4690.14%
168DIMENSIONAL ETF TRUST25434V30226,995$633,2970.13%
169CINCINNATI FINL CORP1720621016,166$600,0750.13%
170ALLETE INC01852230010,274$595,6100.13%
171LILLY ELI & COLLY1,222$572,9460.12%
172DIMENSIONAL ETF TRUST25434V70821,043$571,3100.12%
173ISHARES TR4642875072,067$540,4790.11%
174COCA COLA COKO8,929$537,7220.11%
175DANAHER CORPORATION2358511022,229$534,9600.11%
176CUMMINS INCCMI2,110$517,2600.11%
177RAYTHEON TECHNOLOGIES CORPRTX5,097$499,3020.11%
178SELECT SECTOR SPDR TR81369Y7044,591$492,7060.10%
179PRUDENTIAL FINL INCPUKPF5,384$474,9420.10%
180NASDAQ INCNDAQ9,460$471,5810.10%
181HELIOS TECHNOLOGIES INCHLIO7,087$468,3800.10%
182EATON CORP PLCETN2,242$450,8660.10%
183SCHWAB STRATEGIC TR8085241028,695$449,5250.10%
184ROCKWELL AUTOMATION INCROK1,357$447,0640.09%
185APPLIED MATLS INC0382221053,000$433,6490.09%
186BANK AMERICA CORP06050510415,081$432,6740.09%
187SELECT SECTOR SPDR TR81369Y8032,481$431,3030.09%
188EDWARDS LIFESCIENCES CORPEW4,450$419,7690.09%
189SCHWAB STRATEGIC TR80852475512,851$414,9580.09%
190INVESCO EXCHANGE TRADED FD TIVZ1,410$414,6670.09%
191HARTFORD FINL SVCS GROUP INCHIG-PG5,703$410,7300.09%
192NUVEEN PENNSYLVANIA QLT MUNNU36,327$408,3190.09%
193VANGUARD INDEX FDS9229083631,003$408,3190.09%
194SPDR GOLD TRGLD2,262$403,2470.09%
195MPLX LPMPLXP11,770$399,4650.08%
196CYBERARK SOFTWARE LTDM2682V1082,500$390,8250.08%
197INTERNATIONAL BUSINESS MACHSINTR2,833$379,0840.08%
198INVESCO EXCHANGE TRADED FD TIVZ2,171$373,0930.08%
199PNC FINL SVCS GROUP INC6934751052,904$365,7590.08%
200SUPER MICRO COMPUTER INCSMCI1,464$364,9020.08%
201ADVANCE AUTO PARTS INCAAP5,121$360,0060.08%
202PIMCO ETF TR72201R7183,839$359,8720.08%
203ISHARES TR4642876551,909$357,4980.08%
204UNITEDHEALTH GROUP INCUNH737$353,9910.07%
205ARK ETF TR00214Q30210,000$340,9000.07%
206GUGGENHEIM STRATEGIC OPPORTUGOF21,119$335,7920.07%
207ROYAL BK CDA7800871023,476$331,9930.07%
208MEDTRONIC PLCMDT3,750$330,3750.07%
209SOUTHERN COPPER CORPSCCO4,386$314,6430.07%
210DELTA AIR LINES INC DELDAL6,504$309,2000.07%
211AFLAC INCAFL4,398$306,9800.06%
212VANGUARD INDEX FDS9229087691,380$303,9960.06%
213BOOKING HOLDINGS INCBKNG112$302,4370.06%
214SOUTHERN COSOMN4,228$296,9850.06%
215BIOGEN INCBIIB1,035$294,8200.06%
216MARATHON PETE CORPMARA2,441$284,6210.06%
217CHURCHILL DOWNS INCCHDN2,000$278,3400.06%
218SELECT SECTOR SPDR TR81369Y2092,084$276,5890.06%
219TARGET CORPTGT2,080$274,3520.06%
220CONSOLIDATED EDISON INCED2,987$270,0670.06%
221VERIZON COMMUNICATIONS INCVZ7,119$264,7440.06%
222BAXTER INTL INC0718131095,686$259,0450.05%
223VANGUARD WHITEHALL FDS9219464062,417$256,3710.05%
224ISHARES TR4642874081,573$253,5520.05%
225TECNOGLASS INCTGLS4,875$251,8430.05%
226ENTERPRISE PRODS PARTNERS L2937921079,375$247,0310.05%
227SELECT SECTOR SPDR TR81369Y6057,118$239,9370.05%
228CSX CORPCSX7,033$239,8280.05%
229TAIWAN SEMICONDUCTOR MFG LTD8740391002,373$239,4830.05%
230ISHARES TR4642886464,772$239,4110.05%
231AMERICAN ELEC PWR CO INC0255371012,835$238,7070.05%
232VANGUARD INDEX FDS9229087511,196$237,8720.05%
233EZCORP INCEZPW28,013$234,7490.05%
234TESLA INCTSLA892$233,5210.05%
235DEERE & CODE572$231,9610.05%
236ISHARES TR46429B7472,358$230,1410.05%
237NUVEEN MUNICIPAL CREDIT INCNU19,442$226,6900.05%
238KIMBERLY-CLARK CORPKMB1,626$224,4860.05%
239ISHARES SILVER TRSLV10,688$223,2720.05%
240SPDR DOW JONES INDL AVERAGE78467X109646$222,1270.05%
241INVESCO EXCHANGE TRADED FD TIVZ1,502$221,1870.05%
242MURPHY USA INCMUSA700$217,7770.05%
243ISHARES TR464288828850$217,4300.05%
244SCHWAB STRATEGIC TR8085247972,951$214,3320.05%
245SCHWAB STRATEGIC TR8085247486,427$213,3120.05%
246TELEDYNE TECHNOLOGIES INCTDY498$204,7330.04%
247KINDER MORGAN INC DELEP-PC11,884$204,6420.04%
248EATON VANCE MUN INCOME 2028ETN11,638$204,5930.04%
249ISHARES TR4642873092,883$203,1940.04%
250NUVEEN FLOATING RATE INCOME67072T10824,895$196,4220.04%
251FLAHERTY & CRUMRINE DYNAMICDFP11,225$195,5400.04%
252FIRST FNDTN INC32026V10445,680$181,3500.04%
253NUVEEN QUALITY MUNCP INCOMENU15,809$178,1670.04%
254BLACKROCK MUNIHOLDINGS FD INBLK13,854$161,1210.03%
255EATON VANCE SR FLTNG RTE TRETN13,209$155,2060.03%
256SNAP INCSNAP13,000$153,9200.03%
257MFS MUN INCOME TR55273810627,327$139,3660.03%
258HUNTINGTON BANCSHARES INCHBANP12,742$137,3540.03%
259BLACKROCK MUNIYIELD PA QLTYBLK11,394$133,1950.03%
260WESTERN ASSET MUN PARTNERS F95766P10810,886$127,3800.03%
261BLACKROCK MUNIYILD QULT FD IBLK11,000$127,2700.03%
262GARRETT MOTION INCGTX11,057$83,7010.02%
263BNY MELLON STRATEGIC MUN BD09662E10910,252$58,4380.01%