Aviance Capital Partners as of June 30, 2014
Portfolio Holdings for Aviance Capital Partners
Aviance Capital Partners holds 224 positions in its portfolio as reported in the June 2014 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Forest Laboratories | 12.2 | $31M | 315k | 99.00 | |
Apple (AAPL) | 4.3 | $11M | 118k | 92.93 | |
Exxon Mobil Corporation (XOM) | 2.3 | $5.8M | 58k | 100.68 | |
Boeing Company (BA) | 2.0 | $5.2M | 41k | 127.25 | |
Advance Auto Parts (AAP) | 1.5 | $3.8M | 28k | 134.92 | |
Jazz Pharmaceuticals | 1.4 | $3.7M | 25k | 146.99 | |
International Business Machines (IBM) | 1.4 | $3.6M | 20k | 181.28 | |
Amgen (AMGN) | 1.4 | $3.4M | 29k | 118.38 | |
Qualcomm (QCOM) | 1.3 | $3.4M | 43k | 79.20 | |
Goldman Sachs (GS) | 1.2 | $3.1M | 19k | 167.42 | |
BlackRock (BLK) | 1.1 | $2.9M | 9.0k | 319.60 | |
Pfizer (PFE) | 1.1 | $2.8M | 96k | 29.68 | |
Johnson & Johnson (JNJ) | 1.1 | $2.7M | 26k | 104.61 | |
SanDisk Corporation | 1.1 | $2.7M | 26k | 104.43 | |
At&t (T) | 1.0 | $2.7M | 76k | 35.36 | |
JPMorgan Chase & Co. (JPM) | 1.0 | $2.6M | 45k | 57.63 | |
Berkshire Hathaway (BRK.B) | 1.0 | $2.6M | 21k | 126.57 | |
AFLAC Incorporated (AFL) | 1.0 | $2.6M | 41k | 62.25 | |
CVS Caremark Corporation (CVS) | 0.9 | $2.4M | 32k | 75.36 | |
Clough Global Equity Fund closed-end fund (GLQ) | 0.9 | $2.4M | 154k | 15.48 | |
Reynolds American | 0.9 | $2.3M | 38k | 60.38 | |
DNP Select Income Fund (DNP) | 0.9 | $2.3M | 219k | 10.52 | |
Procter & Gamble Company (PG) | 0.9 | $2.3M | 29k | 78.60 | |
Enterprise Products Partners (EPD) | 0.8 | $2.1M | 27k | 78.28 | |
ProShares UltraShort 20+ Year Trea | 0.8 | $2.1M | 34k | 60.71 | |
V.F. Corporation (VFC) | 0.8 | $2.0M | 32k | 63.01 | |
Eaton Vance Risk Managed Diversified (ETJ) | 0.8 | $2.0M | 171k | 11.54 | |
Dow 30 Enhanced Premium & Income | 0.7 | $1.9M | 135k | 13.74 | |
Comcast Corporation (CMCSA) | 0.7 | $1.7M | 33k | 53.68 | |
Oracle Corporation (ORCL) | 0.7 | $1.7M | 43k | 40.54 | |
1/100 Berkshire Htwy Cla 100 | 0.7 | $1.7M | 900.00 | 1898.89 | |
CIGNA Corporation | 0.7 | $1.7M | 18k | 91.95 | |
Pacific Coast Oil Tr unit ben int (ROYTL) | 0.7 | $1.7M | 129k | 13.06 | |
Capital One Financial (COF) | 0.6 | $1.6M | 20k | 82.61 | |
0.6 | $1.6M | 2.8k | 578.80 | ||
Voya Infrastructure Industrial & Materia (IDE) | 0.6 | $1.6M | 86k | 18.58 | |
3M Company (MMM) | 0.6 | $1.6M | 11k | 143.28 | |
Allstate Corporation (ALL) | 0.6 | $1.6M | 27k | 58.74 | |
Ubs Ag Jersey Branch | 0.6 | $1.6M | 23k | 70.33 | |
American Capital | 0.6 | $1.6M | 102k | 15.29 | |
Voya Asia Pacific High Div Equity Income Fund (IAE) | 0.6 | $1.5M | 116k | 13.35 | |
Medtronic | 0.6 | $1.5M | 23k | 63.76 | |
Franklin Resources (BEN) | 0.6 | $1.5M | 25k | 57.83 | |
Archer Daniels Midland Company (ADM) | 0.6 | $1.4M | 33k | 44.12 | |
BlackRock Global Opportunities Equity Tr (BOE) | 0.6 | $1.4M | 96k | 15.05 | |
Bristol Myers Squibb (BMY) | 0.6 | $1.4M | 29k | 48.52 | |
Polaris Industries (PII) | 0.5 | $1.4M | 11k | 130.20 | |
Gilead Sciences (GILD) | 0.5 | $1.4M | 16k | 82.91 | |
Seadrill | 0.5 | $1.4M | 34k | 39.94 | |
American Express Company (AXP) | 0.5 | $1.3M | 14k | 94.90 | |
Pimco Dynamic Credit Income other | 0.5 | $1.3M | 56k | 23.83 | |
Nuveen Equity Premium and Growth Fund (SPXX) | 0.5 | $1.3M | 88k | 14.47 | |
Spdr S&p 500 Etf (SPY) | 0.5 | $1.3M | 6.4k | 195.69 | |
United Technologies Corporation | 0.5 | $1.2M | 11k | 115.47 | |
Hartford Financial Services (HIG) | 0.5 | $1.2M | 33k | 35.81 | |
Northstar Realty Finance | 0.5 | $1.2M | 68k | 17.37 | |
Tata Motors | 0.5 | $1.1M | 29k | 39.08 | |
Ubs Ag London Brh 2x lev lng lkd | 0.5 | $1.1M | 40k | 28.67 | |
Abbvie (ABBV) | 0.5 | $1.1M | 20k | 56.42 | |
Johnson Controls | 0.4 | $1.1M | 22k | 49.95 | |
Baidu (BIDU) | 0.4 | $1.1M | 5.9k | 186.85 | |
AllianceBernstein Global Hgh Incm (AWF) | 0.4 | $1.1M | 77k | 14.38 | |
Lockheed Martin Corporation (LMT) | 0.4 | $1.1M | 6.7k | 160.80 | |
HCC Insurance Holdings | 0.4 | $1.1M | 22k | 48.95 | |
General Electric Company | 0.4 | $1.0M | 40k | 26.29 | |
Fresh Del Monte Produce (FDP) | 0.4 | $1.1M | 35k | 30.65 | |
SkyWest (SKYW) | 0.4 | $1.1M | 87k | 12.22 | |
Halliburton Company (HAL) | 0.4 | $1.1M | 15k | 70.99 | |
Calumet Specialty Products Partners, L.P | 0.4 | $1.0M | 33k | 31.80 | |
Constellation Brands (STZ) | 0.4 | $1.1M | 12k | 88.09 | |
Petroleo Brasileiro SA (PBR) | 0.4 | $1.0M | 71k | 14.62 | |
Cummins (CMI) | 0.4 | $1.0M | 6.7k | 154.23 | |
Merck & Co (MRK) | 0.4 | $1.0M | 18k | 57.84 | |
Oppenheimer Holdings (OPY) | 0.4 | $1.0M | 42k | 23.98 | |
PowerShares Fin. Preferred Port. | 0.4 | $1.0M | 56k | 18.20 | |
BP (BP) | 0.4 | $1.0M | 19k | 52.75 | |
Reinsurance Group of America (RGA) | 0.4 | $1.0M | 13k | 78.86 | |
Chevron Corporation (CVX) | 0.4 | $1.0M | 7.7k | 130.60 | |
Pepsi (PEP) | 0.4 | $993k | 11k | 89.37 | |
Discover Financial Services (DFS) | 0.4 | $977k | 16k | 61.97 | |
Valero Energy Corporation (VLO) | 0.4 | $964k | 19k | 50.11 | |
Royal Dutch Shell | 0.4 | $961k | 12k | 82.43 | |
Itt | 0.4 | $977k | 20k | 48.13 | |
Assurant (AIZ) | 0.4 | $938k | 14k | 65.53 | |
Becton, Dickinson and (BDX) | 0.4 | $937k | 7.9k | 118.29 | |
Exelon Corporation (EXC) | 0.4 | $952k | 26k | 36.47 | |
Cash America International | 0.4 | $940k | 21k | 44.44 | |
State Auto Financial | 0.4 | $935k | 40k | 23.42 | |
PIMCO Intermediate Mun Bond Strat Fund (MUNI) | 0.4 | $918k | 17k | 53.22 | |
Dorchester Minerals (DMLP) | 0.3 | $867k | 28k | 30.53 | |
Teck Resources Ltd cl b (TECK) | 0.3 | $869k | 38k | 22.84 | |
Regeneron Pharmaceuticals (REGN) | 0.3 | $847k | 3.0k | 282.33 | |
National Western Life Insurance Company | 0.3 | $857k | 3.4k | 249.42 | |
Ubs Ag London Brh etracs mth2xre | 0.3 | $849k | 36k | 23.39 | |
Hanover Insurance (THG) | 0.3 | $814k | 13k | 63.15 | |
Microsoft Corporation (MSFT) | 0.3 | $806k | 19k | 41.69 | |
CBS Corporation | 0.3 | $789k | 13k | 62.13 | |
Cincinnati Financial Corporation (CINF) | 0.3 | $793k | 17k | 48.06 | |
American National Insurance Company | 0.3 | $802k | 7.0k | 114.18 | |
Annaly Capital Management | 0.3 | $774k | 67k | 11.47 | |
Affiliated Managers (AMG) | 0.3 | $773k | 3.8k | 205.31 | |
Honeywell International (HON) | 0.3 | $758k | 8.2k | 93.01 | |
Parker-Hannifin Corporation (PH) | 0.3 | $780k | 6.2k | 125.82 | |
Employers Holdings (EIG) | 0.3 | $770k | 36k | 21.18 | |
Magellan Midstream Partners | 0.3 | $769k | 9.2k | 84.04 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.3 | $757k | 19k | 39.88 | |
Best Buy (BBY) | 0.3 | $744k | 24k | 31.00 | |
Agrium | 0.3 | $742k | 8.1k | 91.68 | |
Southern Company (SO) | 0.3 | $753k | 17k | 45.38 | |
Precision Castparts | 0.3 | $738k | 2.9k | 252.31 | |
Aspen Insurance Holdings | 0.3 | $747k | 17k | 45.41 | |
Cliffs Natural Resources | 0.3 | $744k | 49k | 15.05 | |
Mosaic (MOS) | 0.3 | $733k | 15k | 49.48 | |
Flaherty & Crumrine Dyn P (DFP) | 0.3 | $744k | 32k | 23.57 | |
Vale (VALE) | 0.3 | $724k | 55k | 13.24 | |
PNC Financial Services (PNC) | 0.3 | $721k | 8.1k | 89.01 | |
Ameriprise Financial (AMP) | 0.3 | $720k | 6.0k | 120.00 | |
McKesson Corporation (MCK) | 0.3 | $708k | 3.8k | 186.32 | |
Canadian Pacific Railway | 0.3 | $706k | 3.9k | 181.03 | |
Axis Capital Holdings (AXS) | 0.3 | $722k | 16k | 44.28 | |
Lorillard | 0.3 | $718k | 12k | 60.98 | |
Plains All American Pipeline (PAA) | 0.3 | $691k | 12k | 60.09 | |
Vanguard Natural Resources | 0.3 | $700k | 22k | 32.18 | |
Bank Of Montreal Cadcom (BMO) | 0.3 | $684k | 9.3k | 73.55 | |
PowerShares QQQ Trust, Series 1 | 0.3 | $688k | 7.3k | 93.86 | |
Pilgrim's Pride Corporation (PPC) | 0.3 | $681k | 25k | 27.38 | |
Philip Morris International (PM) | 0.3 | $665k | 7.9k | 84.20 | |
Tesoro Corporation | 0.2 | $628k | 11k | 58.69 | |
Celgene Corporation | 0.2 | $631k | 7.4k | 85.85 | |
Kinder Morgan Energy Partners | 0.2 | $650k | 7.9k | 82.27 | |
Covidien | 0.2 | $613k | 6.8k | 90.15 | |
E.I. du Pont de Nemours & Company | 0.2 | $627k | 9.6k | 65.48 | |
Raytheon Company | 0.2 | $617k | 6.7k | 92.18 | |
Colgate-Palmolive Company (CL) | 0.2 | $617k | 9.1k | 68.18 | |
Automatic Data Processing (ADP) | 0.2 | $587k | 7.4k | 79.32 | |
iShares S&P 500 Index (IVV) | 0.2 | $581k | 3.0k | 196.88 | |
Triple-S Management | 0.2 | $575k | 32k | 17.94 | |
Questcor Pharmaceuticals | 0.2 | $555k | 6.0k | 92.50 | |
Avago Technologies | 0.2 | $562k | 7.8k | 72.10 | |
Kohl's Corporation (KSS) | 0.2 | $538k | 10k | 52.70 | |
Linn | 0.2 | $544k | 17k | 31.26 | |
Mettler-Toledo International (MTD) | 0.2 | $506k | 2.0k | 253.00 | |
American Electric Power Company (AEP) | 0.2 | $502k | 9.0k | 55.78 | |
BP Prudhoe Bay Royalty Trust (BPT) | 0.2 | $513k | 5.2k | 98.94 | |
Eaton Vance Limited Duration Income Fund (EVV) | 0.2 | $511k | 33k | 15.57 | |
MasterCard Incorporated (MA) | 0.2 | $478k | 6.5k | 73.54 | |
Coca-Cola Company (KO) | 0.2 | $492k | 12k | 42.34 | |
Eaton Corporation | 0.2 | $497k | 6.4k | 77.22 | |
T. Rowe Price (TROW) | 0.2 | $490k | 5.8k | 84.48 | |
Humana (HUM) | 0.2 | $498k | 3.9k | 127.69 | |
Prospect Capital Corporation (PSEC) | 0.2 | $489k | 46k | 10.63 | |
Thermo Fisher Scientific (TMO) | 0.2 | $458k | 3.9k | 117.89 | |
Arrow Electronics (ARW) | 0.2 | $452k | 7.5k | 60.36 | |
EMC Corporation | 0.2 | $460k | 18k | 26.32 | |
Genworth Financial (GNW) | 0.2 | $445k | 26k | 17.41 | |
Quaker Chemical Corporation (KWR) | 0.2 | $428k | 5.6k | 76.77 | |
iShares Gold Trust | 0.2 | $433k | 34k | 12.88 | |
Duke Energy Corporation | 0.2 | $416k | 5.6k | 74.21 | |
Union Pacific Corporation (UNP) | 0.2 | $399k | 4.0k | 99.75 | |
Deere & Company (DE) | 0.2 | $399k | 4.4k | 90.63 | |
Nextera Energy (NEE) | 0.2 | $410k | 4.0k | 102.50 | |
Schlumberger (SLB) | 0.2 | $398k | 3.4k | 117.93 | |
UnitedHealth (UNH) | 0.2 | $419k | 5.1k | 81.66 | |
Navigators | 0.2 | $411k | 6.1k | 66.97 | |
ProShares Ultra QQQ (QLD) | 0.2 | $421k | 3.7k | 113.78 | |
SPDR Nvn Barclys Cptl Shrt Trm Mncpl Bnd | 0.2 | $399k | 16k | 24.32 | |
Direxion Shs Etf Tr dly smcap bear3x | 0.2 | $419k | 30k | 13.97 | |
McDonald's Corporation (MCD) | 0.1 | $393k | 3.9k | 100.77 | |
Apache Corporation | 0.1 | $378k | 3.8k | 100.53 | |
Avnet (AVT) | 0.1 | $385k | 8.7k | 44.35 | |
Anadarko Petroleum Corporation | 0.1 | $394k | 3.6k | 109.35 | |
Windstream Corporation | 0.1 | $385k | 39k | 9.95 | |
Valeant Pharmaceuticals Int | 0.1 | $391k | 3.1k | 126.13 | |
Chesapeake Granite Wash Tr (CHKR) | 0.1 | $374k | 34k | 10.94 | |
Actavis | 0.1 | $396k | 1.8k | 223.10 | |
Walt Disney Company (DIS) | 0.1 | $353k | 4.1k | 85.74 | |
Altria (MO) | 0.1 | $360k | 8.6k | 41.93 | |
Rock-Tenn Company | 0.1 | $352k | 3.3k | 105.67 | |
iShares Lehman Aggregate Bond (AGG) | 0.1 | $355k | 3.2k | 109.37 | |
Verizon Communications (VZ) | 0.1 | $332k | 6.8k | 48.95 | |
Danaher Corporation (DHR) | 0.1 | $343k | 4.4k | 78.67 | |
SPDR Gold Trust (GLD) | 0.1 | $324k | 2.5k | 128.22 | |
Ingredion Incorporated (INGR) | 0.1 | $328k | 4.4k | 74.97 | |
Publix Super Markets | 0.1 | $327k | 10k | 32.46 | |
Tiffany & Co. | 0.1 | $316k | 3.1k | 100.32 | |
BreitBurn Energy Partners | 0.1 | $309k | 14k | 22.11 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.1 | $305k | 2.8k | 108.66 | |
Cheniere Energy Partners (CQP) | 0.1 | $311k | 9.4k | 33.09 | |
Baxter International (BAX) | 0.1 | $288k | 4.0k | 72.36 | |
Consolidated Edison (ED) | 0.1 | $287k | 5.0k | 57.72 | |
Wells Fargo & Company (WFC) | 0.1 | $292k | 5.6k | 52.67 | |
Occidental Petroleum Corporation (OXY) | 0.1 | $286k | 2.8k | 102.69 | |
Sun Hydraulics Corporation | 0.1 | $288k | 7.1k | 40.64 | |
St. Jude Medical | 0.1 | $278k | 4.0k | 69.33 | |
Technology SPDR (XLK) | 0.1 | $273k | 7.1k | 38.34 | |
Marathon Petroleum Corp (MPC) | 0.1 | $279k | 3.6k | 77.85 | |
Voya International Div Equity Income | 0.1 | $287k | 29k | 9.96 | |
Genuine Parts Company (GPC) | 0.1 | $263k | 3.0k | 87.67 | |
Ventas (VTR) | 0.1 | $253k | 4.0k | 64.05 | |
Boston Properties (BXP) | 0.1 | $248k | 2.1k | 118.10 | |
Lazard Global Total Return & Income Fund (LGI) | 0.1 | $266k | 14k | 18.60 | |
ConocoPhillips (COP) | 0.1 | $232k | 2.7k | 85.73 | |
Freeport-McMoRan Copper & Gold (FCX) | 0.1 | $218k | 6.0k | 36.60 | |
Amdocs Ltd ord (DOX) | 0.1 | $232k | 5.0k | 46.40 | |
Energy Select Sector SPDR (XLE) | 0.1 | $218k | 2.2k | 100.00 | |
PIMCO High Income Fund (PHK) | 0.1 | $231k | 17k | 13.61 | |
Monsanto Company | 0.1 | $216k | 1.7k | 124.71 | |
Abbott Laboratories (ABT) | 0.1 | $213k | 5.2k | 40.96 | |
Intel Corporation (INTC) | 0.1 | $210k | 6.8k | 30.84 | |
Fifth Third Ban (FITB) | 0.1 | $207k | 9.7k | 21.32 | |
Energy Transfer Partners | 0.1 | $214k | 3.7k | 57.84 | |
Alkermes | 0.1 | $201k | 4.0k | 50.25 | |
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) | 0.1 | $213k | 2.0k | 106.50 | |
Blackrock Res & Commodities Strategy Tr (BCX) | 0.1 | $174k | 14k | 12.43 | |
Bsb Bancorp Inc Md | 0.1 | $172k | 10k | 17.20 | |
Voya Natural Res Eq Inc Fund | 0.1 | $152k | 13k | 11.52 | |
Eaton Vance Enhanced Equity Income Fund (EOI) | 0.1 | $138k | 10k | 13.80 | |
MFS InterMarket Income Trust I | 0.1 | $118k | 14k | 8.56 | |
Putnam Premier Income Trust (PPT) | 0.0 | $77k | 14k | 5.53 | |
RMK Strategic Income Fund | 0.0 | $72k | 10k | 6.91 | |
Virtus Total Return Fund Cef | 0.0 | $49k | 10k | 4.85 | |
Hexagon Composites Asa | 0.0 | $59k | 10k | 5.90 | |
First Horizon Nat Corp 100,000 | 0.0 | $0 | 17k | 0.00 | |
Global Energy Hldgs Gr | 0.0 | $0 | 19k | 0.00 |