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 Q1 2024 · Filed April 18, 2024 · Accession 0001085146-24-001881

Total Value
$672.6M
Positions
318
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (318)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL263,707$45.2M6.72%
2ABBVIE INCABBV141,641$25.8M3.83%
3ALPHABET INCGOOG149,763$22.6M3.36%
4AMAZON COM INCAMZN122,251$22.1M3.28%
5BROADCOM INCAVGO14,189$18.8M2.80%
6JPMORGAN CHASE & COVYLD83,165$16.7M2.48%
7MICROSOFT CORPMSFT37,080$15.6M2.32%
8NVIDIA CORPORATIONNVDA17,011$15.4M2.29%
9META PLATFORMS INCMETA22,254$10.8M1.61%
10LOWES COS INC54866110740,206$10.2M1.52%
11LAM RESEARCH CORPLRCX9,705$9.4M1.40%
12AMGEN INCAMGN31,496$9.0M1.33%
13TESLA INCTSLA50,853$8.9M1.33%
14LINDE PLCLIN18,676$8.7M1.29%
15TRAVELERS COMPANIES INCTRV34,850$8.0M1.19%
16BERKSHIRE HATHAWAY INC DELBRK-A18,091$7.6M1.13%
17THERMO FISHER SCIENTIFIC INCTMO13,043$7.6M1.13%
18BLACKROCK INCBLK8,730$7.3M1.08%
19LOCKHEED MARTIN CORPLMT15,495$7.0M1.05%
20THE CIGNA GROUP12552310017,868$6.5M0.96%
21CAVCO INDS INC DEL14956810716,090$6.4M0.95%
22SCHWAB CHARLES CORPSCHW-PJ86,821$6.3M0.93%
23VISA INCV21,474$6.0M0.89%
24JOHNSON & JOHNSONJNJ37,818$6.0M0.89%
25PROCTER AND GAMBLE CO74271810935,591$5.8M0.86%
26BERKSHIRE HATHAWAY INC DELBRK-A9$5.7M0.85%
27CORPAY INCCPAY18,304$5.6M0.84%
28KNIGHT-SWIFT TRANSN HLDGS IN49904910499,098$5.5M0.81%
29MERCK & CO INCMRK40,118$5.3M0.79%
30EXXON MOBIL CORPXOM45,366$5.3M0.78%
31BRISTOL-MYERS SQUIBB COCELG-RI96,494$5.2M0.78%
32MASTERCARD INCORPORATEDMA10,411$5.0M0.75%
33ZOETIS INCZTS29,544$5.0M0.74%
34BOEING COBA-PA25,141$4.9M0.72%
35HOME DEPOT INCHD12,076$4.6M0.69%
36ISHARES TR46434VBD1185,855$4.6M0.69%
37OCCIDENTAL PETE CORP67459910569,213$4.5M0.67%
38PIMCO ETF TR72201R77548,464$4.5M0.66%
39CONSTELLATION BRANDS INCSTZ16,343$4.4M0.66%
40ELI LILLY & COLLY5,675$4.4M0.66%
41SCHWAB STRATEGIC TR80852487080,218$4.2M0.62%
42CISCO SYS INCCSCO83,291$4.2M0.62%
43DISNEY WALT CO25468710632,778$4.0M0.60%
44PROGRESSIVE CORP74331510317,543$3.6M0.54%
45ACADEMY SPORTS & OUTDOORS INASO51,647$3.5M0.52%
46MCDONALDS CORPMCD11,702$3.3M0.49%
47AMERICAN EXPRESS COAXP14,391$3.3M0.49%
48CROWDSTRIKE HLDGS INCCRWD9,400$3.0M0.45%
49SKYWORKS SOLUTIONS INCSWKS27,679$3.0M0.45%
50TOLL BROTHERS INCTOL22,267$2.9M0.43%
51CAVA GROUP INCCAVA41,000$2.9M0.43%
52INVESCO QQQ TRIVZ6,381$2.8M0.42%
53DEERE & CODE6,775$2.8M0.41%
54PEPSICO INCPEP15,556$2.7M0.40%
55ISHARES TR46428710110,904$2.7M0.40%
56COSTCO WHSL CORP NEW22160K1053,632$2.7M0.40%
57AMERIPRISE FINL INC03076C1066,000$2.6M0.39%
58PLAINS ALL AMERN PIPELINE L726503105149,671$2.6M0.39%
59ENOVA INTL INC29357K10341,792$2.6M0.39%
60DIMENSIONAL ETF TRUST25434V81587,048$2.6M0.39%
61ABBOTT LABSABLZF22,779$2.6M0.38%
62FEDEX CORPFDX8,851$2.6M0.38%
63PFIZER INCPFE91,654$2.5M0.38%
64HCA HEALTHCARE INCHCA7,625$2.5M0.38%
65KLA CORPKLAC3,550$2.5M0.37%
66CHARTER COMMUNICATIONS INC N16119P1088,412$2.4M0.36%
67COMCAST CORP NEWCCZ55,681$2.4M0.36%
68SPDR S&P 500 ETF TRSPY4,604$2.4M0.36%
69GOLDMAN SACHS GROUP INCGSCE5,700$2.4M0.35%
70AUTOMATIC DATA PROCESSING INADP9,411$2.4M0.35%
71SPROUTS FMRS MKT INC85208M10236,029$2.3M0.35%
72ALPHABET INCGOOG15,240$2.3M0.34%
73PIMCO ETF TR72201R83323,054$2.3M0.34%
74VANGUARD SPECIALIZED FUNDS92190884412,470$2.3M0.34%
75ILLINOIS TOOL WKS INC4523081098,100$2.2M0.32%
76DIMENSIONAL ETF TRUST25434V60939,292$2.1M0.32%
77BLACKSTONE INCBX16,275$2.1M0.32%
78UNION PAC CORPUNP8,621$2.1M0.32%
79SALESFORCE INCCRM7,021$2.1M0.31%
80NOVO-NORDISK A SNONOF16,223$2.1M0.31%
81UNUM GROUPUNMA38,298$2.1M0.31%
82DIMENSIONAL ETF TRUST25434V70864,200$2.1M0.30%
83CHEVRON CORP NEWCVX12,965$2.0M0.30%
84WALMART INCWMT33,042$2.0M0.30%
85LULULEMON ATHLETICA INCLULU5,081$2.0M0.30%
86DIMENSIONAL ETF TRUST25434V80753,927$2.0M0.29%
87DIMENSIONAL ETF TRUST25434V78172,669$2.0M0.29%
88CAPITAL ONE FINL CORP14040H10513,172$2.0M0.29%
89UNILEVER PLCUNLYF37,960$1.9M0.28%
90UNITEDHEALTH GROUP INCUNH3,771$1.9M0.28%
91ISHARES TR46428722618,978$1.9M0.28%
92ISHARES TR4642872003,531$1.9M0.28%
93VANGUARD INDEX FDS9229087697,128$1.9M0.28%
94HONEYWELL INTL INC4385161068,749$1.8M0.27%
95STARWOOD PPTY TR INCSTHO87,200$1.8M0.26%
96DUKE ENERGY CORP NEWDUKB17,750$1.7M0.26%
97ALTRIA GROUP INCMO38,896$1.7M0.25%
98ADOBE INCADBE3,340$1.7M0.25%
99ARK ETF TR00214Q40120,000$1.7M0.25%
100MOLSON COORS BEVERAGE COTAP-A24,665$1.7M0.25%
1011 800 FLOWERS COM INCFLWS151,104$1.6M0.24%
102ALPS ETF TR00162Q45233,983$1.6M0.24%
103DIMENSIONAL ETF TRUST25434V30264,820$1.6M0.24%
104PIMCO ETF TR72201R86630,386$1.6M0.24%
105ABRDN HEALTHCARE OPPORTUNITITHQ78,799$1.6M0.24%
106VERIZON COMMUNICATIONS INCVZ37,601$1.6M0.23%
107ROCKWELL AUTOMATION INCROK5,395$1.6M0.23%
108WASTE MGMT INC DEL94106L1097,300$1.6M0.23%
109CALAMOS STRATEGIC TOTAL RETUCSQ94,975$1.6M0.23%
110CHIPOTLE MEXICAN GRILL INCCMG500$1.5M0.22%
111COCA COLA COKO23,634$1.4M0.21%
112WINNEBAGO INDS INC97463710019,519$1.4M0.21%
113PRICE T ROWE GROUP INCTROW11,743$1.4M0.21%
114NUVEEN FLOATING RATE INCOME67072T108161,763$1.4M0.21%
115ISHARES TR46428772110,304$1.4M0.21%
116ARTISAN PARTNERS ASSET MGMT04316A10829,868$1.4M0.20%
117ONEMAIN HLDGS INCOMF26,724$1.4M0.20%
118ZSCALER INCZS7,000$1.3M0.20%
119COHEN & STEERS INFRASTRUCTUR19248A10957,086$1.3M0.20%
120LYONDELLBASELL INDUSTRIES NLYB13,126$1.3M0.20%
121COLUMBIA SELIGM PREM TECH GR19842X10942,017$1.3M0.20%
122GILEAD SCIENCES INCGILD18,230$1.3M0.20%
123ISHARES TR46428868741,225$1.3M0.20%
124THE TRADE DESK INC88339J10515,000$1.3M0.19%
125APPLIED MATLS INC0382221056,109$1.3M0.19%
126CRACKER BARREL OLD CTRY STOR22410J10617,251$1.3M0.19%
127GABELLI HLTHCARE & WELLNESS36246K103121,893$1.2M0.19%
128SPDR SER TR78468R73926,084$1.2M0.18%
129EATON VANCE LTD DURATION INCETN126,836$1.2M0.18%
130JAZZ PHARMACEUTICALS PLCJAZZ9,708$1.2M0.17%
131DOUBLELINE OPPORTUNISTIC CRDBL75,526$1.2M0.17%
132QUAKER HOUGHTON7473161075,475$1.1M0.17%
133ALLSTATE CORPALL-PJ6,448$1.1M0.17%
134HF SINCLAIR CORPDINO18,272$1.1M0.16%
135CSX CORPCSX29,636$1.1M0.16%
136ARK ETF TR00214Q20320,000$1.1M0.16%
137ISHARES TR4642878049,816$1.1M0.16%
138VANGUARD MUN BD FDS92290774621,306$1.1M0.16%
139INVESCO LTDIVZ64,931$1.1M0.16%
140NORTHROP GRUMMAN CORPNOC2,220$1.1M0.16%
141SNOWFLAKE INCSNOW6,500$1.1M0.16%
142PGIM SHORT DUR HIG YLD OPP F69355J10467,181$1.0M0.15%
143VANGUARD INDEX FDS9229083632,129$1.0M0.15%
144ARK ETF TR00214Q10420,200$1.0M0.15%
145SMITH & WESSON BRANDS INCSWBI57,740$1.0M0.15%
146PACER FDS TR69374H70928,623$993,2230.15%
147ABRDN TOTAL DYNAMIC DIVIDENDAOD119,295$988,9540.15%
148ISHARES TR4642871769,073$974,5770.14%
149ANALOG DEVICES INCADI4,917$972,5330.14%
150MAGNA INTL INC55922240117,678$963,1150.14%
151PIMCO CORPORATE & INCM STRG72200U10068,723$960,0600.14%
152STRYKER CORPORATIONSYK2,680$959,0920.14%
153PHILLIPS 66PSX5,828$951,8800.14%
154UNITED PARCEL SERVICE INCUPS6,394$950,3400.14%
155ETF SER SOLUTIONS26922A59430,256$950,1930.14%
156J P MORGAN EXCHANGE TRADED F46641Q33216,100$931,5460.14%
157CVS HEALTH CORPCVS11,669$930,7210.14%
158ISHARES TR4642881588,828$924,5310.14%
159PALO ALTO NETWORKS INCPANW3,241$920,8650.14%
160DANAHER CORPORATION2358511023,670$916,4720.14%
161DOW INCDOW15,245$883,1450.13%
162BANK AMERICA CORP06050510422,770$863,4460.13%
163CORNING INCGLW25,878$852,9540.13%
164PAYCHEX INCPAYX6,928$850,7580.13%
165BLOCK INCBSQKZ10,058$850,7060.13%
166LABORATORY CORP AMER HLDGS50540R4093,808$831,8290.12%
167PATTERSON COS INC70339510329,985$829,0850.12%
168NORTHERN TR CORPNTRSO9,301$827,0550.12%
169LEGG MASON ETF INVT52468L50527,730$825,7990.12%
170ORACLE CORPORCL-PD6,537$821,1130.12%
171SSGA ACTIVE ETF TR78467V10328,417$794,2450.12%
172EVERCORE INCEVR4,075$784,8040.12%
173CINCINNATI FINL CORP1720621016,166$765,6320.11%
174NUTRIEN LTDNTR13,900$754,8940.11%
175QUALCOMM INCQCOM4,442$752,0530.11%
176AIR PRODS & CHEMS INCAIIR3,000$726,8100.11%
177SELECT SECTOR SPDR TR81369Y8033,486$726,0660.11%
178DUPONT DE NEMOURS INCDD9,360$717,6450.11%
179EMERSON ELEC COEMR6,225$706,0400.10%
180ISHARES TR4642886126,781$705,0880.10%
181CONOCOPHILLIPSCOP5,537$704,7490.10%
182PGIM HIGH YIELD BOND FUND INISD53,851$699,5190.10%
183CORTEVA INCCTVA11,950$689,1510.10%
184EDWARDS LIFESCIENCES CORPEW7,194$687,4590.10%
185NUVEEN MULTI-MKT INCOME FDNU109,343$665,8990.10%
186CYBERARK SOFTWARE LTDM2682V1082,500$664,0750.10%
187ISHARES SILVER TRSLV29,188$664,0270.10%
188NEXTERA ENERGY INCNEE-PW10,181$650,6680.10%
189BANK NEW YORK MELLON CORP06405810011,000$633,8200.09%
190AMERICAN ELEC PWR CO INC0255371017,135$614,3240.09%
191ALLETE INC01852230010,274$612,7680.09%
192ISHARES TR46428750710,085$612,5630.09%
193EATON CORP PLCETN1,958$612,2270.09%
194INTUITIVE SURGICAL INCISRG1,533$611,8050.09%
195INTEL CORPINTC13,714$605,7470.09%
196DNP SELECT INCOME FD INC23325P10463,829$578,9310.09%
197EXPONENT INCEXPO7,000$578,8300.09%
198NASDAQ INCNDAQ9,170$578,6270.09%
199HARTFORD FINL SVCS GROUP INCHIG-PG5,599$576,9770.09%
200PROSHARES TR74347B42548,000$569,2800.08%
2013M COMMM5,288$560,8980.08%
202PROSHARES TR74347X84924,000$556,5600.08%
203SELECT SECTOR SPDR TR81369Y2093,735$551,7050.08%
204SELECT SECTOR SPDR TR81369Y7044,291$540,4940.08%
205WELLS FARGO CO NEW9497461019,200$533,2320.08%
206SCHWAB STRATEGIC TR8085241028,695$530,8220.08%
207SOUTHERN COSOMN7,385$529,8090.08%
208CME GROUP INCCME2,440$525,3080.08%
209PIMCO DYNAMIC INCOME FD72201Y10126,581$512,7560.08%
210ECOLAB INCECL2,160$498,7440.07%
211RTX CORPORATIONRTX5,104$497,7930.07%
212M & T BK CORP55261F1043,400$494,4960.07%
213CUMMINS INCCMI1,670$492,1780.07%
214SMUCKER J M CO8326964053,889$489,5080.07%
215MARATHON PETE CORPMARA2,341$471,7120.07%
216PNC FINL SVCS GROUP INC6934751052,899$468,4780.07%
217CLOROX CO DELCLX3,000$459,3300.07%
218UBER TECHNOLOGIES INCUBER5,805$446,9270.07%
219PHILIP MORRIS INTL INC7181721094,853$444,6230.07%
220SCHWAB STRATEGIC TR80852475512,453$443,4520.07%
221INTERNATIONAL BUSINESS MACHSINTR2,321$443,2180.07%
222MPLX LPMPLXP10,647$442,4890.07%
223VANECK ETF TRUST92189F43715,012$435,6480.06%
224ENTERPRISE PRODS PARTNERS L29379210714,675$428,2170.06%
225INVESCO EXCHANGE TRADED FD TIVZ10,405$408,7270.06%
226SUNCOR ENERGY INC NEWSU11,051$407,8920.06%
227INVESCO EXCHANGE TRADED FD TIVZ11,550$406,4450.06%
228AT&T INCT-PC23,060$405,8550.06%
229IDEXX LABS INC45168D104750$404,9480.06%
230SPDR GOLD TRGLD1,917$394,3650.06%
231NUVEEN PENNSYLVANIA QLT MUNNU33,214$392,5910.06%
232PRUDENTIAL FINL INCPUKPF3,313$388,9460.06%
233GALLAGHER ARTHUR J & CO3635761091,512$378,0600.06%
234DOUBLELINE YIELD OPPORTUNITIDLY23,696$377,7090.06%
235ISHARES TR46432F8597,822$371,0760.06%
236WASTE CONNECTIONS INCWCN2,150$369,8220.05%
237TARGET CORPTGT2,080$368,5970.05%
238METHODE ELECTRS INC59152020030,248$368,4220.05%
239ADVANCED MICRO DEVICES INCAMD2,010$362,7850.05%
240VALERO ENERGY CORPVLO2,075$354,1820.05%
241FIRST FNDTN INC32026V10445,680$344,8840.05%
242WESTERN ASSET MTG DEFINED OP95790B10929,054$340,2180.05%
243GUGGENHEIM ACTIVE ALLOC FD40170T10622,690$333,7710.05%
244HANCOCK JOHN INVT TR II41014210325,251$333,0580.05%
245MCKESSON CORPMCK620$332,8470.05%
246MEDIFAST INCMED8,676$332,4820.05%
247TRUIST FINL CORP89832Q1098,505$331,5250.05%
248STARBUCKS CORPSBUX3,614$330,2830.05%
249COLGATE PALMOLIVE COCL3,650$328,7270.05%
250INSIGHT SELECT INCOME FD45781W10919,676$324,4610.05%
251WESTERN ASSET INVESTMENT GRA95766T10026,496$322,9890.05%
252TAIWAN SEMICONDUCTOR MFG LTD8740391002,373$322,8470.05%
253ISHARES TR4642875231,422$321,2580.05%
254HELIOS TECHNOLOGIES INCHLIO7,087$316,7180.05%
255PALANTIR TECHNOLOGIES INCPLTR13,758$316,5720.05%
256PINNACLE WEST CAP CORPPNW4,200$313,8660.05%
257MEDTRONIC PLCMDT3,591$312,9560.05%
258NUVEEN NASDAQ 100 DYNAMIC OV67069910712,890$311,1550.05%
259WESTERN ASST INFLTN LKD INM95766Q10638,135$310,4220.05%
260CDW CORPCDW1,204$307,9590.05%
261GENERAL ELECTRIC CO3696043011,746$306,4750.05%
262SUPER MICRO COMPUTER INCSMCI300$303,0090.05%
263ROYAL BK CDA7800871022,989$301,5300.04%
264AFLAC INCAFL3,510$301,3690.04%
265GUGGENHEIM STRATEGIC OPPORTUGOF20,592$294,8770.04%
266ARISTA NETWORKS INCANET1,000$289,9800.04%
267EOG RES INCEOG2,250$287,6400.04%
268VANGUARD WHITEHALL FDS9219464062,377$287,5930.04%
269BOOKING HOLDINGS INCBKNG77$279,3470.04%
270SCHWAB STRATEGIC TR8085242014,333$268,9140.04%
271PIMCO ETF TR72201R7182,823$267,7900.04%
272PARKER-HANNIFIN CORPPH478$265,6680.04%
273EZCORP INCEZPW23,176$262,5840.04%
274NUVEEN MUNICIPAL CREDIT INCNU21,286$260,5370.04%
275WILLIAMS SONOMA INCWSM791$251,1660.04%
276TJX COS INC NEW8725401092,461$249,5950.04%
277CHURCHILL DOWNS INCCHDN2,000$247,5000.04%
278ISHARES TR4642886464,772$244,7080.04%
279HERSHEY COHSY1,250$243,1250.04%
280DIGITAL RLTY TR INC2538681031,680$241,9870.04%
281ELLSWORTH GROWTH & INCOME FD28907410629,449$239,1270.04%
282BAXTER INTL INC0718131095,583$238,6340.04%
283VERTEX PHARMACEUTICALS INCVRTX567$237,0120.04%
284ISHARES TR4642873092,781$234,8280.03%
285EATON VANCE MUN INCOME 2028ETN13,148$234,5530.03%
286ISHARES TR46429B7472,358$234,4560.03%
287ISHARES TR4642888284,250$231,7950.03%
288KENVUE INCKVUE10,714$229,9220.03%
289KIMBERLY-CLARK CORPKMB1,775$229,5960.03%
290TEXAS INSTRS INC8825081041,302$226,8210.03%
291ISHARES TR4642876062,390$218,0880.03%
292KKR & CO INCKKRT2,137$214,8970.03%
293ISHARES TR4642882404,018$214,5030.03%
294SELECT SECTOR SPDR TR81369Y6055,020$211,4560.03%
295BIOGEN INCBIIB970$209,1610.03%
296BUILDERS FIRSTSOURCE INCBLDR1,000$208,5500.03%
297VANGUARD INDEX FDS9229087441,275$207,6470.03%
298BLACKROCK INCOME TR INCBLK17,446$207,6040.03%
299FORTINET INCFTNT3,000$204,9300.03%
300MOTOROLA SOLUTIONS INCMSI575$204,1140.03%
301SELECT SECTOR SPDR TR81369Y4071,108$203,8040.03%
302ISHARES TR4642874081,090$203,6230.03%
303GRAINGER W W INC384802104200$203,4600.03%
304NORFOLK SOUTHN CORP655844108796$202,8770.03%
305NUVEEN S&P 500 DYNAMIC OVERW6706EW10012,090$189,4510.03%
306WESTERN ASSET MANAGED MUNS F95766M10517,752$185,5050.03%
307BLACKROCK MUNIHOLDINGS FD INBLK14,449$174,5430.03%
308NUVEEN CORE PLUS IMPACT FUNDNPCT16,517$170,9510.03%
309MFS MUN INCOME TR55273810629,732$159,6600.02%
310SNAP INCSNAP13,000$149,2400.02%
311BLACKROCK MUNIYIELD PA QLTYBLK11,922$144,3720.02%
312EATON VANCE SR FLTNG RTE TRETN10,937$142,5090.02%
313BLACKROCK MUNIYILD QULT FD IBLK11,000$134,7500.02%
314BROOKFIELD REAL ASSETS INCOMRA10,400$134,3710.02%
315BNY MELLON STRATEGIC MUN BD09662E10920,246$118,6400.02%
316GARRETT MOTION INCGTX11,057$109,9070.02%
317CORNERSTONE TOTAL RETURN FD21924U30010,985$82,4970.01%
318BLACKROCK MUNIVEST FD INCBLK10,495$74,0960.01%