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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 Q2 2024 · Filed August 9, 2024 · Accession 0001085146-24-003636

Total Value
$702.8M
Positions
318
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (318)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL264,583$55.7M7.93%
2ALPHABET INCGOOG152,042$27.7M3.94%
3ABBVIE INCABBV142,647$24.5M3.48%
4AMAZON COM INCAMZN124,458$24.1M3.42%
5NVIDIA CORPORATIONNVDA189,860$23.5M3.34%
6BROADCOM INCAVGO11,943$19.2M2.73%
7JPMORGAN CHASE & CO.VYLD84,114$17.0M2.42%
8MICROSOFT CORPMSFT37,660$16.8M2.39%
9META PLATFORMS INCMETA23,065$11.6M1.65%
10LAM RESEARCH CORPLRCX9,847$10.5M1.49%
11AMGEN INCAMGN31,789$9.9M1.41%
12LOWES COS INC54866110740,503$8.9M1.27%
13BERKSHIRE HATHAWAY INC DELBRK-A14$8.6M1.22%
14LINDE PLCLIN18,803$8.3M1.17%
15BERKSHIRE HATHAWAY INC DELBRK-A18,368$7.5M1.06%
16THERMO FISHER SCIENTIFIC INCTMO13,268$7.3M1.04%
17LOCKHEED MARTIN CORPLMT15,665$7.3M1.04%
18EXXON MOBIL CORPXOM61,804$7.1M1.01%
19TRAVELERS COMPANIES INCTRV34,851$7.1M1.01%
20BLACKROCK INCBLK8,823$6.9M0.99%
21COSTCO WHSL CORP NEW22160K1058,149$6.9M0.99%
22SCHWAB CHARLES CORPSCHW-PJ88,451$6.5M0.93%
23THE CIGNA GROUP12552310018,219$6.0M0.86%
24CAVCO INDS INC DEL14956810717,194$6.0M0.85%
25PROCTER AND GAMBLE CO74271810935,720$5.9M0.84%
26VISA INCV21,916$5.8M0.82%
27JOHNSON & JOHNSONJNJ39,200$5.7M0.82%
28CHIPOTLE MEXICAN GRILL INCCMG90,050$5.6M0.80%
29ZOETIS INCZTS29,838$5.2M0.74%
30CORPAY INCCPAY18,929$5.0M0.72%
31MERCK & CO INCMRK40,149$5.0M0.71%
32ISHARES TR46434VBD1192,052$4.8M0.68%
33KNIGHT-SWIFT TRANSN HLDGS IN49904910494,072$4.7M0.67%
34BOEING COBA-PA25,129$4.6M0.65%
35MASTERCARD INCORPORATEDMA10,177$4.5M0.64%
36ADVANCED MICRO DEVICES INCAMD27,115$4.4M0.63%
37PIMCO ETF TR72201R77548,192$4.4M0.62%
38CROWDSTRIKE HLDGS INCCRWD11,404$4.4M0.62%
39HOME DEPOT INCHD12,671$4.4M0.62%
40OCCIDENTAL PETE CORP67459910569,125$4.4M0.62%
41CONSTELLATION BRANDS INCSTZ16,613$4.3M0.61%
42CAVA GROUP INCCAVA45,000$4.2M0.59%
43CISCO SYS INCCSCO85,578$4.1M0.58%
44SCHWAB STRATEGIC TR80852487076,680$4.0M0.57%
45BRISTOL-MYERS SQUIBB COCELG-RI94,132$3.9M0.56%
46ELI LILLY & COLLY4,244$3.8M0.55%
47PROGRESSIVE CORP74331510317,623$3.7M0.52%
48AMERICAN EXPRESS COAXP14,437$3.3M0.48%
49DISNEY WALT CO25468710633,170$3.3M0.47%
50SKYWORKS SOLUTIONS INCSWKS28,309$3.0M0.43%
51INVESCO QQQ TRIVZ6,289$3.0M0.43%
52MCDONALDS CORPMCD11,717$3.0M0.42%
53ALPHABET INCGOOG16,193$3.0M0.42%
54SPROUTS FMRS MKT INC85208M10235,109$2.9M0.42%
55SPDR S&P 500 ETF TRSPY5,362$2.9M0.42%
56ISHARES TR46428710110,904$2.9M0.41%
57ACADEMY SPORTS & OUTDOORS INASO53,699$2.9M0.41%
58PLAINS ALL AMERN PIPELINE L726503105148,654$2.7M0.38%
59GOLDMAN SACHS GROUP INCGSCE5,840$2.6M0.38%
60FEDEX CORPFDX8,645$2.6M0.37%
61PEPSICO INCPEP15,669$2.6M0.37%
62AMERIPRISE FINL INC03076C1066,007$2.6M0.37%
63KLA CORPKLAC3,108$2.6M0.36%
64TOLL BROTHERS INCTOL21,950$2.5M0.36%
65ENOVA INTL INC29357K10340,474$2.5M0.36%
66PFIZER INCPFE89,718$2.5M0.36%
67CHARTER COMMUNICATIONS INC N16119P1088,391$2.5M0.36%
68PIMCO ETF TR72201R83324,727$2.5M0.35%
69HCA HEALTHCARE INCHCA7,683$2.5M0.35%
70DIMENSIONAL ETF TRUST25434V81585,485$2.5M0.35%
71DEERE & CODE6,530$2.4M0.35%
72CONOCOPHILLIPSCOP21,090$2.4M0.34%
73ABBOTT LABSABLZF22,962$2.4M0.34%
74VANGUARD SPECIALIZED FUNDS92190884412,984$2.4M0.34%
75NOVO-NORDISK A SNONOF16,321$2.3M0.33%
76AUTOMATIC DATA PROCESSING INADP9,414$2.2M0.32%
77CHEVRON CORP NEWCVX14,262$2.2M0.32%
78WALMART INCWMT32,932$2.2M0.32%
79COMCAST CORP NEWCCZ54,660$2.1M0.30%
80BLACKSTONE INCBX16,798$2.1M0.30%
81DUKE ENERGY CORP NEWDUKB19,873$2.0M0.28%
82DIMENSIONAL ETF TRUST25434V60938,021$2.0M0.28%
83DIMENSIONAL ETF TRUST25434V78173,031$2.0M0.28%
84UNION PAC CORPUNP8,632$2.0M0.28%
85UNILEVER PLCUNLYF35,066$1.9M0.27%
86ILLINOIS TOOL WKS INC4523081098,109$1.9M0.27%
87VANGUARD INDEX FDS9229087697,128$1.9M0.27%
88HONEYWELL INTL INC4385161068,872$1.9M0.27%
89DIMENSIONAL ETF TRUST25434V70858,735$1.9M0.27%
90ISHARES TR46428722619,193$1.9M0.27%
91UNUM GROUPUNMA36,370$1.9M0.26%
92DIMENSIONAL ETF TRUST25434V80751,530$1.9M0.26%
93ADOBE INCADBE3,316$1.8M0.26%
94ALTRIA GROUP INCMO40,171$1.8M0.26%
95CAPITAL ONE FINL CORP14040H10513,016$1.8M0.26%
96ARISTA NETWORKS INCANET5,000$1.8M0.25%
97ISHARES TR4642872003,187$1.7M0.25%
98SALESFORCE INCCRM6,764$1.7M0.25%
99THE TRADE DESK INC88339J10517,506$1.7M0.24%
100ALPS ETF TR00162Q45235,087$1.7M0.24%
101STARWOOD PPTY TR INCSTHO87,800$1.7M0.24%
102ABRDN HEALTHCARE OPPORTUNITITHQ81,422$1.7M0.24%
103UNITEDHEALTH GROUP INCUNH3,249$1.7M0.24%
104CALAMOS STRATEGIC TOTAL RETUCSQ98,113$1.7M0.24%
105VERIZON COMMUNICATIONS INCVZ39,850$1.6M0.23%
106PIMCO ETF TR72201R86630,251$1.6M0.22%
107WASTE MGMT INC DEL94106L1097,316$1.6M0.22%
108ARK ETF TR00214Q40120,000$1.6M0.22%
109ISHARES TR46428772110,304$1.6M0.22%
110COCA COLA COKO23,792$1.5M0.22%
111DIMENSIONAL ETF TRUST25434V30257,974$1.5M0.21%
112ROCKWELL AUTOMATION INCROK5,420$1.5M0.21%
113NUVEEN FLOATING RATE INCOME67072T108168,219$1.5M0.21%
114COLUMBIA SELIGM PREM TECH GR19842X10943,702$1.5M0.21%
115VANGUARD INDEX FDS9229083632,885$1.4M0.21%
116ZSCALER INCZS7,500$1.4M0.21%
117BANK AMERICA CORP06050510434,768$1.4M0.20%
118ONEMAIN HLDGS INCOMF28,417$1.4M0.20%
119ISHARES TR46428868743,004$1.4M0.19%
120APPLIED MATLS INC0382221055,742$1.4M0.19%
121PRICE T ROWE GROUP INCTROW11,743$1.4M0.19%
122COHEN & STEERS INFRASTRUCTUR19248A10959,613$1.3M0.19%
123EATON VANCE LTD DURATION INCETN132,580$1.3M0.18%
124ARTISAN PARTNERS ASSET MGMT04316A10831,129$1.3M0.18%
125SPDR SER TR78468R73926,992$1.3M0.18%
1261 800 FLOWERS COM INCFLWS129,615$1.2M0.18%
127GABELLI HLTHCARE & WELLNESS36246K103128,083$1.2M0.17%
128LYONDELLBASELL INDUSTRIES NLYB12,686$1.2M0.17%
129GILEAD SCIENCES INCGILD17,478$1.2M0.17%
130DOUBLELINE OPPORTUNISTIC CRDBL77,401$1.2M0.17%
131VANGUARD MUN BD FDS92290774623,356$1.2M0.17%
132MOLSON COORS BEVERAGE COTAP-A22,931$1.2M0.17%
133ABRDN TOTAL DYNAMIC DIVIDENDAOD128,574$1.1M0.15%
134HF SINCLAIR CORPDINO20,202$1.1M0.15%
135SMITH & WESSON BRANDS INCSWBI74,578$1.1M0.15%
136ISHARES TR4642878049,884$1.1M0.15%
137PACER FDS TR69374H70931,065$1.0M0.15%
138JAZZ PHARMACEUTICALS PLCJAZZ9,749$1.0M0.15%
139ANALOG DEVICES INCADI4,550$1.0M0.15%
140ALLSTATE CORPALL-PJ6,403$1.0M0.15%
141ISHARES TR4642881589,721$1.0M0.14%
142BLOCK INCBSQKZ15,573$1.0M0.14%
143WINNEBAGO INDS INC97463710018,387$996,5700.14%
144CSX CORPCSX29,717$994,0490.14%
145ETF SER SOLUTIONS26922A59433,041$993,5740.14%
146CORNING INCGLW25,520$991,4590.14%
147PGIM SHORT DUR HIG YLD OPP F69355J10464,600$990,3210.14%
148NORTHROP GRUMMAN CORPNOC2,252$981,7590.14%
149J P MORGAN EXCHANGE TRADED F46641Q33217,120$970,3850.14%
150ISHARES TR4642871769,047$966,0350.14%
151PIMCO CORPORATE & INCM STRG72200U10072,931$963,4140.14%
152QUAKER HOUGHTON7473161075,475$929,1080.13%
153STRYKER CORPORATIONSYK2,726$927,5220.13%
154ORACLE CORPORCL-PD6,525$921,3300.13%
155DANAHER CORPORATION2358511023,656$913,4520.13%
156AIR PRODS & CHEMS INCAIIR3,453$891,0470.13%
157UNITED PARCEL SERVICE INCUPS6,445$881,9980.13%
158PHILLIPS 66PSX6,241$881,0420.13%
159QUALCOMM INCQCOM4,407$877,8510.12%
160NORTHERN TR CORPNTRSO10,426$875,6130.12%
161LEGG MASON ETF INVT52468L50529,446$872,7780.12%
162EVERCORE INCEVR4,025$838,9310.12%
163SSGA ACTIVE ETF TR78467V10330,221$835,0100.12%
164INVESCO LTDIVZ55,233$826,2890.12%
165PAYCHEX INCPAYX6,928$821,3840.12%
166ARM HOLDINGS PLC0420682055,002$818,4270.12%
167DOW INCDOW15,279$810,5510.12%
168LABCORP HOLDINGS INCLH3,857$784,8860.11%
169ISHARES SILVER TRSLV29,188$775,5250.11%
170SELECT SECTOR SPDR TR81369Y8033,385$765,7290.11%
171DUPONT DE NEMOURS INCDD9,461$761,5520.11%
172ISHARES TR4642886127,325$759,7780.11%
173PATTERSON COS INC70339510331,145$751,2240.11%
174CELESTICA INCCLS13,100$751,0230.11%
175ALLETE INC01852230012,017$749,2880.11%
176CINCINNATI FINL CORP1720621016,166$728,2050.10%
177NEXTERA ENERGY INCNEE-PW10,217$723,4660.10%
178INTUITIVE SURGICAL INCISRG1,615$718,4330.10%
179EMERSON ELEC COEMR6,355$700,0670.10%
180MAGNA INTL INC55922240116,623$696,4950.10%
181CYBERARK SOFTWARE LTDM2682V1082,501$683,8230.10%
182CORTEVA INCCTVA12,420$669,9280.10%
183EXPONENT INCEXPO7,000$665,8400.09%
184EDWARDS LIFESCIENCES CORPEW7,194$664,5100.09%
185BANK NEW YORK MELLON CORP06405810011,053$661,9640.09%
186NUTRIEN LTDNTR12,891$656,2840.09%
187SPDR DOW JONES INDL AVERAGE78467X1091,649$644,9730.09%
188WELLS FARGO CO NEW94974610110,650$632,5040.09%
189PGIM HIGH YIELD BOND FUND INISD48,833$628,9650.09%
190AMERICAN ELEC PWR CO INC0255371017,139$626,3760.09%
191EATON CORP PLCETN1,992$624,5920.09%
192PROSHARES TR74347B42552,500$599,0250.09%
193NUVEEN MULTI-MKT INCOME FDNU98,920$590,5500.08%
194ISHARES TR46428750710,085$590,1740.08%
195CVS HEALTH CORPCVS9,956$587,9960.08%
196SOUTHERN COSOMN7,487$580,7500.08%
197PHILIP MORRIS INTL INC7181721095,640$571,5290.08%
198PROSHARES TR74347X84924,000$569,7600.08%
199HARTFORD FINL SVCS GROUP INCHIG-PG5,601$563,1250.08%
200SCHWAB STRATEGIC TR8085241028,695$546,6470.08%
201SNOWFLAKE INCSNOW4,000$540,3600.08%
202NASDAQ INCNDAQ8,935$538,4230.08%
203DNP SELECT INCOME FD INC23325P10464,337$528,8500.08%
204RTX CORPORATIONRTX5,266$528,6540.08%
205SELECT SECTOR SPDR TR81369Y7044,291$522,9440.07%
206M & T BK CORP55261F1043,418$517,3480.07%
207ECOLAB INCECL2,160$514,0800.07%
2083M COMMM4,985$509,4170.07%
209PIMCO DYNAMIC INCOME FD72201Y10127,038$508,5790.07%
210CME GROUP INCCME2,467$485,0120.07%
211ROKU INCROKU7,951$476,5030.07%
212CUMMINS INCCMI1,708$473,0540.07%
213MPLX LPMPLXP11,036$470,0230.07%
214SUNCOR ENERGY INC NEWSU12,079$460,2100.07%
215AT&T INCT-PC23,888$456,5030.06%
216VANECK ETF TRUST92189F43716,111$455,9480.06%
217PNC FINL SVCS GROUP INC6934751052,928$455,2450.06%
218CRACKER BARREL OLD CTRY STOR22410J10610,513$443,2140.06%
219UBER TECHNOLOGIES INCUBER6,018$437,3880.06%
220SCHWAB STRATEGIC TR80852475512,453$436,2290.06%
221INTEL CORPINTC13,884$429,9870.06%
222TAIWAN SEMICONDUCTOR MFG LTD8740391002,440$424,0960.06%
223INVESCO EXCHANGE TRADED FD TIVZ11,550$423,4230.06%
224PRUDENTIAL FINL INCPUKPF3,536$414,3720.06%
225SELECT SECTOR SPDR TR81369Y60510,021$411,9560.06%
226MARATHON PETE CORPMARA2,371$411,3210.06%
227CLOROX CO DELCLX3,000$409,4100.06%
228INTERNATIONAL BUSINESS MACHSINTR2,337$404,1840.06%
229ISHARES TR46432F8598,480$401,6880.06%
230INVESCO EXCHANGE TRADED FD TIVZ10,256$391,1540.06%
231GALLAGHER ARTHUR J & CO3635761091,500$388,9650.06%
232SPDR GOLD TRGLD1,792$385,2980.05%
233SMUCKER J M CO8326964053,527$384,5840.05%
234NUVEEN PENNSYLVANIA QLT MUNNU31,476$384,0120.05%
235CHEESECAKE FACTORY INCCAKE9,727$382,1810.05%
236WASTE CONNECTIONS INCWCN2,150$377,0240.05%
237DOUBLELINE YIELD OPPORTUNITIDLY23,345$368,3840.05%
238IDEXX LABS INC45168D104751$365,8870.05%
239MCKESSON CORPMCK623$363,8570.05%
240ISHARES TR4642884143,304$352,0410.05%
241ENTERPRISE PRODS PARTNERS L29379210712,125$351,3830.05%
242WESTERN ASSET MTG DEFINED OP95790B10928,931$345,1410.05%
243GUGGENHEIM ACTIVE ALLOC FD40170T10622,962$342,8260.05%
244HELIOS TECHNOLOGIES INCHLIO7,087$338,4040.05%
245HANCOCK JOHN INVT TR II41014210325,165$334,6940.05%
246COLGATE PALMOLIVE COCL3,435$333,3320.05%
247TRUIST FINL CORP89832Q1098,578$333,2550.05%
248NUVEEN NASDAQ 100 DYNAMIC OV67069910713,014$326,3790.05%
249VALERO ENERGY CORPVLO2,077$325,5910.05%
250WESTERN ASSET INVESTMENT GRA95766T10026,912$325,1000.05%
251INSIGHT SELECT INCOME FD45781W10919,827$323,5610.05%
252ROYAL BK CDA7800871023,032$322,5440.05%
253WESTERN ASST INFLTN LKD INM95766Q10640,189$321,9150.05%
254PINNACLE WEST CAP CORPPNW4,200$320,7960.05%
255MEDTRONIC PLCMDT4,059$319,4840.05%
256VERTEX PHARMACEUTICALS INCVRTX681$319,1980.05%
257AFLAC INCAFL3,519$314,2820.04%
258SELECT SECTOR SPDR TR81369Y2092,129$310,3380.04%
259TARGET CORPTGT2,091$309,5520.04%
260MOTOROLA SOLUTIONS INCMSI800$308,8400.04%
261GUGGENHEIM STRATEGIC OPPORTUGOF20,592$307,0270.04%
262BOOKING HOLDINGS INCBKNG77$305,1220.04%
263ISHARES TR4642875231,223$301,6850.04%
264FIRST FNDTN INC32026V10445,680$299,2040.04%
265PIMCO ETF TR72201R7183,073$290,9210.04%
266METHODE ELECTRS INC59152020028,011$289,9090.04%
267NUVEEN MUNICIPAL CREDIT INCNU23,444$289,5320.04%
268EOG RES INCEOG2,293$288,6200.04%
269GE AEROSPACE3696043011,807$287,2590.04%
270CELSIUS HLDGS INCCELH5,021$286,6490.04%
271CHURCHILL DOWNS INCCHDN2,050$286,1800.04%
272STARBUCKS CORPSBUX3,665$285,3200.04%
273KENVUE INCKVUE15,692$285,2810.04%
274VANGUARD WHITEHALL FDS9219464062,377$281,9120.04%
275SCHWAB STRATEGIC TR8085242014,331$278,2750.04%
276TJX COS INC NEW8725401092,474$272,3870.04%
277CDW CORPCDW1,216$272,1890.04%
278BLUE BIRD CORPBLBD5,000$269,2500.04%
279TEXAS INSTRS INC8825081041,329$258,5300.04%
280PALO ALTO NETWORKS INCPANW762$258,3260.04%
281EATON VANCE MUN INCOME 2028ETN13,796$257,9900.04%
282ISHARES TR4642873092,781$257,3540.04%
283DIGITAL RLTY TR INC2538681031,686$256,3560.04%
284ISHARES TR46436E5025,001$252,1210.04%
285PARKER-HANNIFIN CORPPH495$250,3760.04%
286KIMBERLY-CLARK CORPKMB1,783$246,4110.04%
287ISHARES TR4642886464,772$244,5170.03%
288ELLSWORTH GROWTH & INCOME FD28907410629,595$243,8650.03%
289EZCORP INCEZPW23,176$242,6530.03%
290NATIONAL HEALTH INVS INC63633D1043,567$241,5930.03%
291HERSHEY COHSY1,257$231,0740.03%
292ENBRIDGE INCENNPF6,480$230,6230.03%
293BIOGEN INCBIIB989$229,2700.03%
294VANGUARD INDEX FDS9229087441,421$227,9430.03%
295KKR & CO INCKKRT2,137$224,8740.03%
296ISHARES TR4642888284,250$222,7850.03%
297PALANTIR TECHNOLOGIES INCPLTR8,707$220,5520.03%
298CATERPILLAR INCCAT652$217,1810.03%
299WILLIAMS SONOMA INCWSM769$217,1430.03%
300ISHARES TR4642882404,078$216,6420.03%
301SNAP INCSNAP13,000$215,9300.03%
302BLACKROCK INCOME TR INCBLK17,670$210,8090.03%
303ISHARES TR4642876062,390$210,5830.03%
304WESTERN ASSET MANAGED MUNS F95766M10520,067$207,6920.03%
305VANGUARD INDEX FDS922908637814$203,1910.03%
306FIDELITY COVINGTON TRUST3160928243,546$202,2640.03%
307SELECT SECTOR SPDR TR81369Y4071,109$202,2020.03%
308NUVEEN S&P 500 DYNAMIC OVERW6706EW10012,170$198,7410.03%
309BLACKROCK MUNIHOLDINGS FD INBLK14,790$178,8110.03%
310MFS MUN INCOME TR55273810632,124$175,3960.02%
311BLACKROCK MUNIYIELD PA QLTYBLK13,633$173,8150.02%
312BNY MELLON STRATEGIC MUN BD09662E10925,422$151,0070.02%
313EATON VANCE SR FLTNG RTE TRETN10,937$143,0560.02%
314BLACKROCK MUNIVEST FD INCBLK19,454$139,4840.02%
315BLACKROCK MUNIYILD QULT FD IBLK11,000$135,0800.02%
316BROOKFIELD REAL ASSETS INCOMRA10,579$134,9830.02%
317GARRETT MOTION INCGTX11,051$94,9280.01%
318CORNERSTONE TOTAL RETURN FD21924U30010,985$86,2320.01%