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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 2024 · Filed November 7, 2024 · Accession 0001085146-24-005434

Total Value
$758.0M
Positions
333
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (333)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL265,834$61.9M8.17%
2ABBVIE INCABBV143,096$28.3M3.73%
3ALPHABET INCGOOG151,719$25.2M3.32%
4AMAZON COM INCAMZN124,811$23.3M3.07%
5NVIDIA CORPORATIONNVDA174,317$21.2M2.79%
6BROADCOM INCAVGO118,083$20.4M2.69%
7JPMORGAN CHASE & CO.VYLD83,490$17.6M2.32%
8MICROSOFT CORPMSFT37,964$16.3M2.16%
9META PLATFORMS INCMETA20,006$11.5M1.51%
10LOWES COS INC54866110740,240$10.9M1.44%
11AMGEN INCAMGN31,834$10.3M1.35%
12BERKSHIRE HATHAWAY INC DELBRK-A14$9.7M1.28%
13LOCKHEED MARTIN CORPLMT15,718$9.2M1.21%
14LINDE PLCLIN18,876$9.0M1.19%
15LAM RESEARCH CORPLRCX10,711$8.7M1.15%
16ADVANCED MICRO DEVICES INCAMD52,350$8.6M1.13%
17BERKSHIRE HATHAWAY INC DELBRK-A18,511$8.5M1.12%
18TRAVELERS COMPANIES INCTRV36,358$8.5M1.12%
19BLACKROCK INCBLK8,839$8.4M1.11%
20THERMO FISHER SCIENTIFIC INCTMO13,322$8.2M1.09%
21CAVCO INDS INC DEL14956810717,316$7.4M0.98%
22EXXON MOBIL CORPXOM62,104$7.3M0.96%
23COSTCO WHSL CORP NEW22160K1057,160$6.3M0.84%
24THE CIGNA GROUP12552310018,235$6.3M0.83%
25CORPAY INCCPAY20,179$6.3M0.83%
26JOHNSON & JOHNSONJNJ38,535$6.2M0.82%
27PROCTER AND GAMBLE CO74271810935,490$6.2M0.81%
28ELI LILLY & COLLY6,919$6.1M0.81%
29VISA INCV22,120$6.1M0.80%
30ZOETIS INCZTS29,829$5.8M0.77%
31SCHWAB CHARLES CORPSCHW-PJ89,477$5.8M0.77%
32CAVA GROUP INCCAVA45,000$5.6M0.74%
33KNIGHT-SWIFT TRANSN HLDGS IN499049104100,740$5.4M0.72%
34HOME DEPOT INCHD12,717$5.2M0.68%
35MASTERCARD INCORPORATEDMA10,227$5.1M0.67%
36CISCO SYS INCCSCO87,924$4.7M0.62%
37ISHARES TR46434VBD1182,113$4.6M0.60%
38MERCK & CO INCMRK40,217$4.6M0.60%
39PROGRESSIVE CORP74331510317,453$4.4M0.58%
40ACADEMY SPORTS & OUTDOORS INASO74,859$4.4M0.58%
41CONSTELLATION BRANDS INCSTZ16,834$4.3M0.57%
42PIMCO ETF TR72201R77545,746$4.3M0.57%
43AMERICAN EXPRESS COAXP14,590$4.0M0.52%
44SCHWAB STRATEGIC TR80852487071,935$3.9M0.51%
45BOEING COBA-PA24,989$3.8M0.50%
46MCDONALDS CORPMCD11,768$3.6M0.47%
47CHIPOTLE MEXICAN GRILL INCCMG60,050$3.5M0.46%
48DIMENSIONAL ETF TRUST25434V815106,520$3.3M0.43%
49DISNEY WALT CO25468710633,380$3.2M0.42%
50HCA HEALTHCARE INCHCA7,629$3.1M0.41%
51ISHARES TR46428710110,904$3.0M0.40%
52INVESCO QQQ TRIVZ6,141$3.0M0.40%
53SPDR S&P 500 ETF TRSPY5,122$2.9M0.39%
54GOLDMAN SACHS GROUP INCGSCE5,776$2.9M0.38%
55AMERIPRISE FINL INC03076C1066,000$2.8M0.37%
56PEPSICO INCPEP16,545$2.8M0.37%
57SERVICENOW INCNOW3,137$2.8M0.37%
58SKYWORKS SOLUTIONS INCSWKS28,056$2.8M0.37%
59DIMENSIONAL ETF TRUST25434V60949,741$2.8M0.37%
60CHARTER COMMUNICATIONS INC N16119P1088,440$2.7M0.36%
61ALPHABET INCGOOG16,356$2.7M0.36%
62ENOVA INTL INC29357K10332,182$2.7M0.36%
63COMCAST CORP NEWCCZ64,300$2.7M0.35%
64WALMART INCWMT32,913$2.7M0.35%
65ABBOTT LABSABLZF22,901$2.6M0.34%
66AUTOMATIC DATA PROCESSING INADP9,399$2.6M0.34%
67SPOTIFY TECHNOLOGY S ASPOT7,000$2.6M0.34%
68BLACKSTONE INCBX16,787$2.6M0.34%
69PFIZER INCPFE88,563$2.6M0.34%
70VANGUARD SPECIALIZED FUNDS92190884412,868$2.5M0.34%
71DEERE & CODE5,902$2.5M0.32%
72FEDEX CORPFDX8,926$2.4M0.32%
73KLA CORPKLAC3,112$2.4M0.32%
74OCCIDENTAL PETE CORP67459910546,658$2.4M0.32%
75CONOCOPHILLIPSCOP22,734$2.4M0.32%
76DIMENSIONAL ETF TRUST25434V78181,056$2.4M0.31%
77TOLL BROTHERS INCTOL15,075$2.3M0.31%
78SPDR SER TR78468R66325,111$2.3M0.30%
79DUKE ENERGY CORP NEWDUKB19,919$2.3M0.30%
80PLAINS ALL AMERN PIPELINE L726503105130,515$2.3M0.30%
81PIMCO ETF TR72201R83322,459$2.3M0.30%
82UNUM GROUPUNMA37,481$2.2M0.29%
83CAPITAL ONE FINL CORP14040H10514,788$2.2M0.29%
84DIMENSIONAL ETF TRUST25434V80757,614$2.2M0.29%
85DIMENSIONAL ETF TRUST25434V70863,542$2.2M0.29%
86MATCH GROUP INC NEWMTCH57,349$2.2M0.29%
87VANGUARD INDEX FDS9229087697,633$2.2M0.29%
88SPROUTS FMRS MKT INC85208M10219,320$2.1M0.28%
89ILLINOIS TOOL WKS INC4523081098,100$2.1M0.28%
90UNION PAC CORPUNP8,612$2.1M0.28%
91CHEVRON CORP NEWCVX14,265$2.1M0.28%
92ALTRIA GROUP INCMO40,362$2.1M0.27%
93NOVO-NORDISK A SNONOF17,091$2.0M0.27%
94THE TRADE DESK INC88339J10517,524$1.9M0.25%
95ARISTA NETWORKS INCANET5,000$1.9M0.25%
96UNITEDHEALTH GROUP INCUNH3,200$1.9M0.25%
97SALESFORCE INCCRM6,797$1.9M0.25%
98STARWOOD PPTY TR INCSTHO90,550$1.8M0.24%
99ISHARES TR4642872003,198$1.8M0.24%
100HONEYWELL INTL INC4385161068,872$1.8M0.24%
101ABRDN HEALTHCARE OPPORTUNITITHQ82,135$1.8M0.24%
102VERIZON COMMUNICATIONS INCVZ39,957$1.8M0.24%
103BRISTOL-MYERS SQUIBB COCELG-RI34,413$1.8M0.23%
104DIMENSIONAL ETF TRUST25434V30263,878$1.8M0.23%
105UNILEVER PLCUNLYF26,856$1.7M0.23%
106ISHARES TR46428722617,225$1.7M0.23%
107ADOBE INCADBE3,354$1.7M0.23%
108CALAMOS STRATEGIC TOTAL RETUCSQ98,712$1.7M0.23%
109COCA COLA COKO23,817$1.7M0.23%
110ARK ETF TR00214Q40120,000$1.7M0.22%
111PGIM ETF TR69344A10734,074$1.7M0.22%
112VANGUARD INDEX FDS9229083633,207$1.7M0.22%
113ALPS ETF TR00162Q45235,263$1.7M0.22%
114MOLSON COORS BEVERAGE COTAP-A28,070$1.6M0.21%
115PIMCO ETF TR72201R86630,176$1.6M0.21%
116LULULEMON ATHLETICA INCLULU5,805$1.6M0.21%
117PROSHARES TR74347B425144,700$1.6M0.21%
118GILEAD SCIENCES INCGILD18,616$1.6M0.21%
119ISHARES TR46428772110,144$1.5M0.20%
120COHEN & STEERS INFRASTRUCTUR19248A10958,707$1.5M0.20%
121WASTE MGMT INC DEL94106L1097,314$1.5M0.20%
122NUVEEN FLOATING RATE INCOME67072T108169,416$1.5M0.20%
123COLUMBIA SELIGM PREM TECH GR19842X10944,074$1.5M0.19%
124ROCKWELL AUTOMATION INCROK5,395$1.4M0.19%
125CORNING INCGLW31,612$1.4M0.19%
126ISHARES TR46428868742,867$1.4M0.19%
127GABELLI HLTHCARE & WELLNESS36246K103129,307$1.4M0.19%
128EATON VANCE LTD DURATION INCETN133,921$1.4M0.19%
129BANK AMERICA CORP06050510435,276$1.4M0.18%
130ZSCALER INCZS8,000$1.4M0.18%
131ONEMAIN HLDGS INCOMF29,031$1.4M0.18%
132ARTISAN PARTNERS ASSET MGMT04316A10831,415$1.4M0.18%
133BLOCK INCBSQKZ20,077$1.3M0.18%
134LYONDELLBASELL INDUSTRIES NLYB14,013$1.3M0.18%
135ISHARES TR46434V87825,969$1.3M0.17%
136SPDR SER TR78468R73926,832$1.3M0.17%
137WINNEBAGO INDS INC97463710022,138$1.3M0.17%
138PRICE T ROWE GROUP INCTROW11,743$1.3M0.17%
1391 800 FLOWERS COM INCFLWS158,052$1.3M0.17%
140HF SINCLAIR CORPDINO27,209$1.2M0.16%
141DOUBLELINE OPPORTUNISTIC CRDBL76,483$1.2M0.16%
142ALLSTATE CORPALL-PJ6,366$1.2M0.16%
143INVESCO LTDIVZ68,091$1.2M0.16%
144NORTHROP GRUMMAN CORPNOC2,250$1.2M0.16%
145VANGUARD MUN BD FDS92290774623,231$1.2M0.16%
146APPLIED MATLS INC0382221055,777$1.2M0.15%
147ISHARES TR4642878049,912$1.2M0.15%
148ABRDN TOTAL DYNAMIC DIVIDENDAOD127,326$1.2M0.15%
149SMITH & WESSON BRANDS INCSWBI88,408$1.1M0.15%
150NUTRIEN LTDNTR23,872$1.1M0.15%
151CSX CORPCSX33,119$1.1M0.15%
152PACER FDS TR69374H70930,513$1.1M0.15%
153ORACLE CORPORCL-PD6,450$1.1M0.14%
154JAZZ PHARMACEUTICALS PLCJAZZ9,752$1.1M0.14%
155ETF SER SOLUTIONS26922A59432,380$1.1M0.14%
156NORTHERN TR CORPNTRSO11,652$1.0M0.14%
157J P MORGAN EXCHANGE TRADED F46641Q33217,314$1.0M0.14%
158PIMCO CORPORATE & INCM STRG72200U10072,506$1.0M0.14%
159AIR PRODS & CHEMS INCAIIR3,450$1.0M0.14%
160ISHARES TR4642871769,055$1.0M0.13%
161ROKU INCROKU13,356$997,1590.13%
162AMERICAN ELEC PWR CO INC0255371019,647$989,7820.13%
163STRYKER CORPORATIONSYK2,726$984,7950.13%
164LABCORP HOLDINGS INCLH4,396$982,3740.13%
165DANAHER CORPORATION2358511023,495$971,6800.13%
166PGIM SHORT DUR HIG YLD OPP F69355J10457,815$966,6620.13%
167ANALOG DEVICES INCADI4,154$956,1260.13%
168MAGNA INTL INC55922240123,076$947,0200.12%
169LEGG MASON ETF INVT52468L50529,805$926,3240.12%
170PAYCHEX INCPAYX6,903$926,3140.12%
171QUAKER HOUGHTON7473161075,475$922,4830.12%
172UNITED PARCEL SERVICE INCUPS6,620$902,5710.12%
173PATTERSON COS INC70339510340,723$889,3810.12%
174CRACKER BARREL OLD CTRY STOR22410J10619,438$881,5070.12%
175SSGA ACTIVE ETF TR78467V10330,608$879,6820.12%
176EVERCORE INCEVR3,415$865,1560.11%
177NEXTERA ENERGY INCNEE-PW9,975$843,1870.11%
178CINCINNATI FINL CORP1720621016,166$839,3160.11%
179DUPONT DE NEMOURS INCDD9,393$836,9910.11%
180ISHARES SILVER TRSLV29,188$829,2310.11%
181PHILLIPS 66PSX6,256$822,3510.11%
182EXPONENT INCEXPO7,000$806,9600.11%
183DOW INCDOW14,759$806,2680.11%
184ISHARES TR4642886127,428$795,5860.10%
185BANK NEW YORK MELLON CORP06405810011,053$794,2690.10%
186ALLETE INC01852230012,017$771,4000.10%
187SELECT SECTOR SPDR TR81369Y8033,408$769,3960.10%
188SOUTHERN COSOMN8,292$747,7520.10%
189QUALCOMM INCQCOM4,346$739,0730.10%
190CYBERARK SOFTWARE LTDM2682V1082,500$729,0250.10%
191ISHARES TR4642881586,844$726,7670.10%
192PALANTIR TECHNOLOGIES INCPLTR18,832$700,5560.09%
193CORTEVA INCCTVA11,889$698,9810.09%
194SPDR DOW JONES INDL AVERAGE78467X1091,649$697,7250.09%
195INTUITIVE SURGICAL INCISRG1,415$695,1470.09%
196EMERSON ELEC COEMR6,354$694,9370.09%
197CHEESECAKE FACTORY INCCAKE17,044$691,1150.09%
198PHILIP MORRIS INTL INC7181721095,646$685,4030.09%
199EATON CORP PLCETN2,026$671,4970.09%
200HARTFORD FINL SVCS GROUP INCHIG-PG5,636$662,8500.09%
201DNP SELECT INCOME FD INC23325P10464,433$646,9080.09%
202METHODE ELECTRS INC59152020053,813$643,6010.08%
203ISHARES TR46428750710,085$628,4970.08%
204M & T BK CORP55261F1043,418$608,8140.08%
205RTX CORPORATIONRTX5,000$605,8000.08%
206WELLS FARGO CO NEW94974610110,716$605,3470.08%
207NASDAQ INCNDAQ8,240$601,6020.08%
208CVS HEALTH CORPCVS9,460$594,8170.08%
209PGIM HIGH YIELD BOND FUND INISD42,620$594,1160.08%
2103M COMMM4,336$592,7310.08%
211SELECT SECTOR SPDR TR81369Y7044,291$581,1730.08%
212PIMCO ETF TR72201R7185,843$560,6940.07%
213CUMMINS INCCMI1,723$557,9380.07%
214NUVEEN MULTI-MKT INCOME FDNU87,058$553,6880.07%
215ECOLAB INCECL2,140$546,4060.07%
216PNC FINL SVCS GROUP INC6934751052,927$541,0560.07%
217AT&T INCT-PC24,389$536,5580.07%
218PROSHARES TR74347X84924,000$531,1200.07%
219CME GROUP INCCME2,410$530,5910.07%
220PAYPAL HLDGS INCPYPL6,694$522,3330.07%
221INTERNATIONAL BUSINESS MACHSINTR2,337$520,7840.07%
222CELESTICA INCCLS10,035$512,9890.07%
223CLOROX CO DELCLX3,080$501,7630.07%
224MPLX LPMPLXP10,974$487,9040.06%
225VANECK ETF TRUST92189F43716,326$480,1360.06%
226EDWARDS LIFESCIENCES CORPEW7,194$474,7320.06%
227SCHWAB STRATEGIC TR80852475512,466$465,8580.06%
228PIMCO DYNAMIC INCOME FD72201Y10122,505$456,1780.06%
229SELECT SECTOR SPDR TR81369Y60510,046$455,2980.06%
230UBER TECHNOLOGIES INCUBER6,018$452,3130.06%
231SUNCOR ENERGY INC NEWSU12,127$447,7290.06%
232PRUDENTIAL FINL INCPUKPF3,674$444,8990.06%
233SCHWAB STRATEGIC TR8085241026,583$437,8930.06%
234INVESCO EXCHANGE TRADED FD TIVZ11,550$435,4350.06%
235INVESCO EXCHANGE TRADED FD TIVZ10,260$426,2960.06%
236TAIWAN SEMICONDUCTOR MFG LTD8740391002,440$423,7550.06%
237GALLAGHER ARTHUR J & CO3635761091,500$422,0550.06%
238ISHARES TR46432F8598,512$414,3650.05%
239NUVEEN PENNSYLVANIA QLT MUNNU32,154$405,7810.05%
240MCKESSON CORPMCK820$405,4240.05%
241SMUCKER J M CO8326964053,242$392,6060.05%
242AFLAC INCAFL3,510$392,4180.05%
243MARATHON PETE CORPMARA2,371$388,5960.05%
244VERTEX PHARMACEUTICALS INCVRTX830$386,0160.05%
245ISHARES TR4642873094,031$385,9480.05%
246WASTE CONNECTIONS INCWCN2,150$384,4630.05%
247IDEXX LABS INC45168D104750$378,9150.05%
248ROYAL BK CDA7800871023,036$378,6840.05%
249PINNACLE WEST CAP CORPPNW4,200$372,0780.05%
250TRUIST FINL CORP89832Q1098,580$366,9670.05%
251SPDR GOLD TRGLD1,509$366,7780.05%
252STARBUCKS CORPSBUX3,731$363,7350.05%
253TARGET CORPTGT2,333$363,6210.05%
254KENVUE INCKVUE15,692$362,9560.05%
255MOTOROLA SOLUTIONS INCMSI800$359,7040.05%
256ISHARES TR4642884143,304$358,9140.05%
257MEDTRONIC PLCMDT3,980$358,3190.05%
258COLGATE PALMOLIVE COCL3,420$355,0300.05%
259ENTERPRISE PRODS PARTNERS L29379210712,175$354,4140.05%
260PARKER-HANNIFIN CORPPH543$343,0780.05%
261GE AEROSPACE3696043011,803$340,0100.04%
262HELIOS TECHNOLOGIES INCHLIO7,087$338,0500.04%
263NUVEEN NASDAQ 100 DYNAMIC OV67069910713,134$329,9180.04%
264BOOKING HOLDINGS INCBKNG77$324,5140.04%
265XCEL ENERGY INCXELLL4,913$320,8190.04%
266NATIONAL HEALTH INVS INC63633D1043,788$318,4190.04%
267NUVEEN MUNICIPAL CREDIT INCNU24,209$317,1410.04%
268DOUBLELINE YIELD OPPORTUNITIDLY19,085$316,6220.04%
269VANGUARD WHITEHALL FDS9219464062,377$304,7310.04%
270TJX COS INC NEW8725401092,545$300,6550.04%
271SCHWAB STRATEGIC TR8085242014,332$293,9390.04%
272GUGGENHEIM ACTIVE ALLOC FD40170T10617,760$293,9230.04%
273ISHARES TR4642875231,259$290,4240.04%
274HANCOCK JOHN INVT TR II41014210320,350$286,1200.04%
275EOG RES INCEOG2,320$285,1980.04%
276FIRST FNDTN INC32026V10445,680$285,0430.04%
277VALERO ENERGY CORPVLO2,075$280,1870.04%
278KKR & CO INCKKRT2,137$279,0420.04%
279INSIGHT SELECT INCOME FD45781W10915,755$278,0800.04%
280EATON VANCE MUN INCOME 2028ETN14,685$277,2490.04%
281CHURCHILL DOWNS INCCHDN2,050$277,1810.04%
282CDW CORPCDW1,216$275,1810.04%
283TEXAS INSTRS INC8825081041,329$274,5320.04%
284WESTERN ASST INFLTN LKD INM95766Q10632,022$273,7870.04%
285WESTERN ASSET MTG DEFINED OP95790B10922,777$272,6390.04%
286DIGITAL RLTY TR INC2538681031,680$271,8740.04%
287ENBRIDGE INCENNPF6,578$267,1330.04%
288WESTERN ASSET INVESTMENT GRA95766T10020,745$266,7860.04%
289ELLSWORTH GROWTH & INCOME FD28907410629,672$266,7480.04%
290APPLOVIN CORPAPP2,000$261,1000.03%
291EZCORP INCEZPW23,176$259,8030.03%
292PALO ALTO NETWORKS INCPANW753$257,3750.03%
293ISHARES TR46436E5025,008$256,5720.03%
294CATERPILLAR INCCAT648$255,2050.03%
295KIMBERLY-CLARK CORPKMB1,775$252,5470.03%
296ISHARES TR4642886464,772$251,2940.03%
297VANGUARD INDEX FDS9229087441,421$248,0640.03%
298ISHARES TR4642888284,250$242,7180.03%
299NORFOLK SOUTHN CORP655844108967$240,3000.03%
300BLUE BIRD CORPBLBD5,000$239,8000.03%
301HERSHEY COHSY1,250$239,7250.03%
302VIRTU FINL INC9282541017,847$239,0280.03%
303FORTINET INCFTNT3,041$235,8300.03%
304ISHARES TR4642882404,078$233,3190.03%
305WESTERN ASSET MANAGED MUNS F95766M10521,519$233,2630.03%
306ADMA BIOLOGICS INCADMA11,450$228,8860.03%
307SELECT SECTOR SPDR TR81369Y2091,463$225,3820.03%
308PUBLIC STORAGE OPER COPSA-PS610$221,9610.03%
309LISTED FD TR53656F6235,877$220,9120.03%
310BLACKROCK INCOME TR INCBLK17,752$220,6590.03%
311ISHARES TR4642876062,390$219,7130.03%
312INTEL CORPINTC9,357$219,5150.03%
313FIDELITY COVINGTON TRUST3160928243,546$217,5470.03%
314BAXTER INTL INC0718131095,721$217,2370.03%
315GRAINGER W W INC384802104208$216,0720.03%
316ISHARES TR4642874081,090$214,9150.03%
317VANGUARD INDEX FDS922908637814$214,3180.03%
318BLACKROCK MUNIHOLDINGS FD INBLK16,249$205,5490.03%
319NUVEEN S&P 500 DYNAMIC OVERW6706EW10012,248$205,5230.03%
320YUM BRANDS INCYUM1,460$203,9770.03%
321ISHARES TR46432F3961,000$202,7600.03%
322MONDELEZ INTL INC6092071052,752$202,7400.03%
323FLAHERTY & CRUMRINE DYNAMICDFP9,425$202,6380.03%
324MFS MUN INCOME TR55273810634,069$194,8760.03%
325BLACKROCK MUNIYIELD PA QLTYBLK14,154$176,9260.02%
326BNY MELLON STRATEGIC MUN BD09662E10927,091$168,7780.02%
327BLACKROCK MUNIVEST FD INCBLK20,304$154,3130.02%
328BROOKFIELD REAL ASSETS INCOMRA10,754$147,3320.02%
329BLACKROCK MUNIYILD QULT FD IBLK11,000$144,2100.02%
330EATON VANCE SR FLTNG RTE TRETN10,937$139,4470.02%
331SNAP INCSNAP13,000$139,1000.02%
332GARRETT MOTION INCGTX11,051$90,3970.01%
333CORNERSTONE TOTAL RETURN FD21924U30011,000$88,9900.01%