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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 Q4 2023 · Filed November 7, 2023 · Accession 0001085146-23-004140

Total Value
$444.6M
Positions
250
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (250)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL207,923$35.6M8.01%
2ABBVIE INCABBV125,317$18.7M4.20%
3ALPHABET INCGOOG97,807$12.8M2.88%
4BROADCOM INCAVGO13,901$11.5M2.60%
5ADVANCED MICRO DEVICES INCAMD101,110$10.4M2.34%
6MICROSOFT CORPMSFT28,387$9.0M2.02%
7JPMORGAN CHASE & COVYLD50,475$7.3M1.65%
8LINDE PLCLIN17,925$6.7M1.50%
9AMGEN INCAMGN24,112$6.5M1.46%
10LAM RESEARCH CORPLRCX9,804$6.1M1.38%
11NVIDIA CORPORATIONNVDA14,052$6.1M1.37%
12AMAZON COM INCAMZN46,763$5.9M1.34%
13META PLATFORMS INCMETA19,795$5.9M1.34%
14BERKSHIRE HATHAWAY INC DELBRK-A15,975$5.6M1.26%
15BLACKROCK INCBLK8,613$5.6M1.25%
16THERMO FISHER SCIENTIFIC INCTMO10,810$5.5M1.23%
17TRAVELERS COMPANIES INCTRV32,478$5.3M1.19%
18THE CIGNA GROUP12552310017,698$5.1M1.14%
19KNIGHT-SWIFT TRANSN HLDGS IN499049104100,385$5.0M1.13%
20ISHARES TR46434VBD1201,128$4.9M1.10%
21BOEING COBA-PA25,127$4.8M1.08%
22BRISTOL-MYERS SQUIBB COCELG-RI82,653$4.8M1.08%
23BERKSHIRE HATHAWAY INC DELBRK-A9$4.8M1.08%
24PIMCO ETF TR72201R77553,542$4.7M1.06%
25VMWARE INC92856340227,568$4.6M1.03%
26EXXON MOBIL CORPXOM38,728$4.6M1.02%
27SCHWAB STRATEGIC TR80852487089,020$4.5M1.01%
28FLEETCOR TECHNOLOGIES INC33904110517,535$4.5M1.01%
29SCHWAB CHARLES CORPSCHW-PJ80,507$4.4M0.99%
30CAVCO INDS INC DEL14956810716,481$4.4M0.98%
31CISCO SYS INCCSCO81,016$4.4M0.98%
32LOCKHEED MARTIN CORPLMT10,541$4.3M0.97%
33CONSTELLATION BRANDS INCSTZ16,526$4.2M0.93%
34ZOETIS INCZTS22,757$4.0M0.89%
35VISA INCV16,925$3.9M0.88%
36JOHNSON & JOHNSONJNJ23,689$3.7M0.83%
37CHARTER COMMUNICATIONS INC N16119P1087,989$3.5M0.79%
38PROCTER AND GAMBLE CO74271810923,019$3.4M0.76%
39SKYWORKS SOLUTIONS INCSWKS26,818$2.6M0.59%
40MERCK & CO INCMRK25,596$2.6M0.59%
41PIMCO ETF TR72201R83325,484$2.6M0.57%
42COMCAST CORP NEWCCZ57,192$2.5M0.57%
43VANGUARD SPECIALIZED FUNDS92190884415,233$2.4M0.53%
44PLAINS ALL AMERN PIPELINE L726503105151,775$2.3M0.52%
45ISHARES TR46428710111,524$2.3M0.52%
46ACADEMY SPORTS & OUTDOORS INASO48,252$2.3M0.51%
47PFIZER INCPFE68,754$2.3M0.51%
48BLACKSTONE INCBX21,248$2.3M0.51%
49MASTERCARD INCORPORATEDMA5,661$2.2M0.50%
50DISNEY WALT CO25468710627,581$2.2M0.50%
51FEDEX CORPFDX8,246$2.2M0.49%
52DOUBLELINE OPPORTUNISTIC CRDBL147,914$2.2M0.49%
53ISHARES TR46428722622,448$2.1M0.47%
54DIMENSIONAL ETF TRUST25434V81583,047$2.1M0.47%
55ENOVA INTL INC29357K10340,029$2.0M0.46%
56AMERIPRISE FINL INC03076C1066,000$2.0M0.44%
57AMERICAN EXPRESS COAXP12,391$1.8M0.42%
58UNUM GROUPUNMA37,219$1.8M0.41%
59AUTOMATIC DATA PROCESSING INADP7,608$1.8M0.41%
60ALTRIA GROUP INCMO42,619$1.8M0.40%
61ADOBE INCADBE3,475$1.8M0.40%
62PIMCO ETF TR72201R86634,618$1.7M0.39%
63SPDR S&P 500 ETF TRSPY4,031$1.7M0.39%
64ALPS ETF TR00162Q45240,632$1.7M0.39%
65DIMENSIONAL ETF TRUST25434V80751,021$1.7M0.37%
66DIMENSIONAL ETF TRUST25434V78169,934$1.7M0.37%
67PEPSICO INCPEP9,757$1.7M0.37%
68DNP SELECT INCOME FD INC23325P104171,831$1.6M0.37%
69TOLL BROTHERS INCTOL21,954$1.6M0.37%
70ARK ETF TR00214Q20330,022$1.6M0.35%
71MOLSON COORS BEVERAGE COTAP-A24,736$1.6M0.35%
72TEKLA HEALTHCARE OPPORTUNITITHQ90,696$1.5M0.35%
73NUVEEN FLOATING RATE INCOME67072T108187,196$1.5M0.35%
74CALAMOS STRATEGIC TOTAL RETUCSQ109,208$1.5M0.35%
75GOLDMAN SACHS GROUP INCGSCE4,735$1.5M0.34%
76SPROUTS FMRS MKT INC85208M10235,406$1.5M0.34%
77SALESFORCE INCCRM7,416$1.5M0.34%
78LOWES COS INC5486611077,163$1.5M0.33%
79SPDR SER TR78468R73931,551$1.5M0.33%
80PIMCO DYNAMIC INCOME FD72201Y10183,104$1.4M0.32%
81ARTISAN PARTNERS ASSET MGMT04316A10838,375$1.4M0.32%
82ISHARES TR4642872003,330$1.4M0.32%
83ARK ETF TR00214Q10435,015$1.4M0.31%
84ISHARES TR46428868745,511$1.4M0.31%
85AT&T INCT-PC91,224$1.4M0.31%
86JAZZ PHARMACEUTICALS PLCJAZZ10,583$1.4M0.31%
87DIMENSIONAL ETF TRUST25434V60929,745$1.4M0.31%
88GILEAD SCIENCES INCGILD18,110$1.4M0.31%
89DUKE ENERGY CORP NEWDUKB15,196$1.3M0.30%
90THE TRADE DESK INC88339J10517,000$1.3M0.30%
91HOME DEPOT INCHD4,369$1.3M0.30%
92OCCIDENTAL PETE CORP67459910520,293$1.3M0.30%
93CAPITAL ONE FINL CORP14040H10513,385$1.3M0.29%
94DIMENSIONAL ETF TRUST25434V70848,915$1.3M0.29%
95COLUMBIA SELIGM PREM TECH GR19842X10947,053$1.3M0.29%
96PRICE T ROWE GROUP INCTROW11,970$1.3M0.28%
97NUVEEN S&P 500 DYNAMIC OVERW6706EW10084,494$1.3M0.28%
98INVESCO QQQ TRIVZ3,481$1.2M0.28%
99LYONDELLBASELL INDUSTRIES NLYB13,069$1.2M0.28%
100EATON VANCE LTD DURATION INCETN134,487$1.2M0.27%
101NUVEEN NASDAQ 100 DYNAMIC OV67069910753,781$1.2M0.27%
102ONEMAIN HLDGS INCOMF29,885$1.2M0.27%
103ISHARES TR46428717611,544$1.2M0.27%
104COHEN & STEERS INFRASTRUCTUR19248A10960,974$1.2M0.27%
105VANGUARD MUN BD FDS92290774624,657$1.2M0.27%
106DIMENSIONAL ETF TRUST25434V30252,073$1.2M0.26%
107ELLSWORTH GROWTH & INCOME FD289074106145,402$1.2M0.26%
108WINNEBAGO INDS INC97463710019,064$1.1M0.25%
109ISHARES TR46428772110,762$1.1M0.25%
110WALMART INCWMT7,060$1.1M0.25%
111QUALCOMM INCQCOM10,134$1.1M0.25%
112PGIM SHORT DUR HIG YLD OPP F69355J10475,457$1.1M0.25%
113ARK ETF TR00214Q40120,000$1.1M0.24%
114GABELLI HLTHCARE & WELLNESS36246K103125,874$1.1M0.24%
115ISHARES TR46428815810,157$1.0M0.23%
116ALPHABET INCGOOG7,779$1.0M0.23%
117F5 INCFFIV6,350$1.0M0.23%
118INVESCO LTDIVZ70,343$1.0M0.23%
1191 800 FLOWERS COM INCFLWS145,239$1.0M0.23%
120MCDONALDS CORPMCD3,806$1.0M0.23%
121HF SINCLAIR CORPDINO17,000$967,8100.22%
122WILLIAMS SONOMA INCWSM6,212$965,3840.22%
123ABRDN TOTAL DYNAMIC DIVIDENDAOD127,463$963,6180.22%
124ABBOTT LABSABLZF9,619$931,5880.21%
125NOVO-NORDISK A SNONOF10,206$928,1340.21%
126ISHARES TR4642878049,811$925,4310.21%
127MAGNA INTL INC55922240117,189$921,5110.21%
128UNION PAC CORPUNP4,483$912,8730.21%
129BLACKROCK INCOME TR INCBLK79,869$908,9150.20%
130QUAKER HOUGHTON7473161075,475$876,0000.20%
131ELI LILLY & COLLY1,560$837,9180.19%
132COSTCO WHSL CORP NEW22160K1051,472$831,6210.19%
133CHEVRON CORP NEWCVX4,876$822,1630.18%
134PATTERSON COS INC70339510327,726$821,8010.18%
135NUTRIEN LTDNTR13,265$819,2270.18%
136FIRST SOLAR INCFSLR5,000$807,9500.18%
137LULULEMON ATHLETICA INCLULU2,081$802,4540.18%
138BROOKFIELD REAL ASSETS INCOMRA64,576$791,0530.18%
139DUPONT DE NEMOURS INCDD10,464$780,4850.18%
140CVS HEALTH CORPCVS10,940$763,8250.17%
141HONEYWELL INTL INC4385161064,101$757,6190.17%
142PGIM HIGH YIELD BOND FUND INISD64,293$757,3660.17%
143NUVEEN MULTI-MKT INCOME FDNU133,782$750,5150.17%
144CORNING INCGLW23,959$730,0190.16%
145SMITH & WESSON BRANDS INCSWBI56,185$725,3500.16%
146ALLSTATE CORPALL-PJ6,450$718,5490.16%
147TESLA INCTSLA2,866$717,1510.16%
148METHODE ELECTRS INC59152020031,321$715,6760.16%
149LABORATORY CORP AMER HLDGS50540R4093,530$709,6810.16%
150CORTEVA INCCTVA13,709$701,3570.16%
151SUPER MICRO COMPUTER INCSMCI2,473$678,1460.15%
152ORACLE CORPORCL-PD6,402$678,1000.15%
153PHILIP MORRIS INTL INC7181721097,071$654,6590.15%
154DOW INCDOW12,667$653,1360.15%
155CINCINNATI FINL CORP1720621016,166$630,7200.14%
156NEXTERA ENERGY INCNEE-PW10,502$601,6600.14%
157EXPONENT INCEXPO7,000$599,2000.13%
158NORTHERN TR CORPNTRSO8,435$586,0900.13%
159INTEL CORPINTC16,482$585,9240.13%
160GLOBALFOUNDRIES INCGFS10,000$581,9000.13%
161STRYKER CORPORATIONSYK2,054$561,2970.13%
162PACER FDS TR69374H70917,219$560,3060.13%
163DANAHER CORPORATION2358511022,214$549,2930.12%
164ALLETE INC01852230010,274$542,4910.12%
165MEDIFAST INCMED7,031$526,3040.12%
166SELECT SECTOR SPDR TR81369Y7045,091$516,1260.12%
167ISHARES TR4642875072,067$515,4060.12%
168COCA COLA COKO8,665$485,0880.11%
169CUMMINS INCCMI2,111$482,1650.11%
170EATON CORP PLCETN2,242$478,1740.11%
171BLOCK INCBSQKZ10,803$478,1410.11%
172SELECT SECTOR SPDR TR81369Y8032,881$472,3440.11%
173NASDAQ INCNDAQ9,360$454,8020.10%
174SCHWAB STRATEGIC TR8085241028,695$433,4400.10%
1753M COMMM4,468$418,3070.09%
176APPLIED MATLS INC0382221053,021$418,3050.09%
177PRUDENTIAL FINL INCPUKPF4,382$415,7720.09%
178CYBERARK SOFTWARE LTDM2682V1082,500$409,4250.09%
179SCHWAB STRATEGIC TR80852475512,844$406,7690.09%
180HARTFORD FINL SVCS GROUP INCHIG-PG5,703$404,4000.09%
181BANK AMERICA CORP06050510414,454$395,7510.09%
182VANGUARD INDEX FDS9229083631,005$394,6010.09%
183HELIOS TECHNOLOGIES INCHLIO7,087$393,1870.09%
184ROCKWELL AUTOMATION INCROK1,357$387,9260.09%
185MPLX LPMPLXP10,647$378,7140.09%
186DOUBLELINE YIELD OPPORTUNITIDLY25,358$373,5270.08%
187MARATHON PETE CORPMARA2,441$369,4210.08%
188UNITEDHEALTH GROUP INCUNH729$367,4420.08%
189RTX CORPORATIONRTX5,104$367,3350.08%
190NUVEEN PENNSYLVANIA QLT MUNNU35,234$358,3290.08%
191INVESCO EXCHANGE TRADED FD TIVZ10,815$356,8020.08%
192PNC FINL SVCS GROUP INC6934751052,900$356,0330.08%
193WESTERN ASSET MTG DEFINED OP95790B10931,891$341,5540.08%
194WESTERN ASSET INVESTMENT GRA95766T10030,016$337,6800.08%
195HANCOCK JOHN INVT TR II41014210327,669$336,1780.08%
196INSIGHT SELECT INCOME FD45781W10922,336$335,7100.08%
197GUGGENHEIM ACTIVE ALLOC FD40170T10624,866$335,6970.08%
198ISHARES TR4642876551,858$328,3830.07%
199WESTERN ASST INFLTN LKD INM95766Q10641,747$326,4630.07%
200INTERNATIONAL BUSINESS MACHSINTR2,321$325,6360.07%
201INVESCO EXCHANGE TRADED FD TIVZ11,550$325,1330.07%
202ROYAL BK CDA7800871023,628$317,2320.07%
203AFLAC INCAFL4,108$315,2890.07%
204EDWARDS LIFESCIENCES CORPEW4,450$308,2960.07%
205ENTERPRISE PRODS PARTNERS L29379210711,175$305,8600.07%
206GUGGENHEIM STRATEGIC OPPORTUGOF20,592$304,5560.07%
207MEDTRONIC PLCMDT3,750$293,8500.07%
208BOOKING HOLDINGS INCBKNG95$292,9750.07%
209PIMCO ETF TR72201R7183,047$285,6260.06%
210SELECT SECTOR SPDR TR81369Y2092,171$279,4940.06%
211FIRST FNDTN INC32026V10445,680$277,7340.06%
212ADVANCE AUTO PARTS INCAAP4,880$272,9380.06%
213BIOGEN INCBIIB1,035$266,0050.06%
214VANGUARD WHITEHALL FDS9219464062,417$249,7240.06%
215NUVEEN CORE PLUS IMPACT FUNDNPCT26,761$245,1310.06%
216ISHARES TR4642874081,573$241,9900.05%
217VANGUARD INDEX FDS9229087691,139$241,9350.05%
218DELTA AIR LINES INC DELDAL6,504$240,6480.05%
219MURPHY USA INCMUSA700$239,2110.05%
220ISHARES TR4642886464,772$237,7890.05%
221CHURCHILL DOWNS INCCHDN2,000$232,0800.05%
222EZCORP INCEZPW28,013$231,1070.05%
223TARGET CORPTGT2,080$229,9860.05%
224VANGUARD INDEX FDS9229087511,210$228,7940.05%
225ISHARES TR46429B7472,358$228,5370.05%
226SOUTHERN COSOMN3,457$223,7280.05%
227EATON VANCE MUN INCOME 2028ETN13,123$222,5580.05%
228ISHARES SILVER TRSLV10,688$217,3940.05%
229SPDR DOW JONES INDL AVERAGE78467X109646$216,3780.05%
230CSX CORPCSX7,034$216,3020.05%
231DEERE & CODE573$216,2590.05%
232SELECT SECTOR SPDR TR81369Y6056,519$216,2440.05%
233AMERICAN ELEC PWR CO INC0255371012,835$213,2490.05%
234ISHARES TR464288828850$209,1850.05%
235VERIZON COMMUNICATIONS INCVZ6,396$207,3060.05%
236TAIWAN SEMICONDUCTOR MFG LTD8740391002,373$206,2140.05%
237TELEDYNE TECHNOLOGIES INCTDY498$203,4730.05%
238KINDER MORGAN INC DELEP-PC11,936$197,8990.04%
239NUVEEN MUNICIPAL CREDIT INCNU18,259$190,4380.04%
240FLAHERTY & CRUMRINE DYNAMICDFP11,225$188,2430.04%
241BLACKROCK MUNIHOLDINGS FD INBLK15,950$164,4490.04%
242EATON VANCE SR FLTNG RTE TRETN13,209$159,9610.04%
243MFS MUN INCOME TR55273810633,336$151,6790.03%
244BLACKROCK MUNIYIELD PA QLTYBLK13,503$140,0240.03%
245WESTERN ASSET MUN PARTNERS F95766P10812,955$137,0680.03%
246HUNTINGTON BANCSHARES INCHBANP11,717$121,8580.03%
247SNAP INCSNAP13,000$115,8300.03%
248BLACKROCK MUNIYILD QULT FD IBLK11,000$112,5300.03%
249GARRETT MOTION INCGTX11,057$87,1290.02%
250BNY MELLON STRATEGIC MUN BD09662E10911,319$56,2530.01%