Aviance Capital Partners as of Dec. 31, 2015
Portfolio Holdings for Aviance Capital Partners
Aviance Capital Partners holds 193 positions in its portfolio as reported in the December 2015 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Allergan | 13.4 | $39M | 125k | 312.50 | |
Apple (AAPL) | 11.3 | $33M | 312k | 105.26 | |
Walt Disney Company (DIS) | 2.1 | $6.0M | 57k | 105.09 | |
Boeing Company (BA) | 1.9 | $5.6M | 39k | 144.58 | |
Amgen (AMGN) | 1.5 | $4.5M | 28k | 162.34 | |
Advance Auto Parts (AAP) | 1.5 | $4.4M | 29k | 150.53 | |
Exxon Mobil Corporation (XOM) | 1.5 | $4.4M | 56k | 77.95 | |
JPMorgan Chase & Co. (JPM) | 1.3 | $3.8M | 57k | 66.03 | |
CIGNA Corporation | 1.3 | $3.7M | 25k | 146.31 | |
BlackRock (BLK) | 1.2 | $3.6M | 11k | 340.51 | |
Alphabet Inc Class A cs (GOOGL) | 1.2 | $3.4M | 4.3k | 778.11 | |
Allstate Corporation (ALL) | 1.1 | $3.3M | 53k | 62.09 | |
Reynolds American | 1.1 | $3.2M | 69k | 46.17 | |
Pfizer (PFE) | 1.1 | $3.1M | 96k | 32.28 | |
Goldman Sachs (GS) | 1.1 | $3.0M | 17k | 180.24 | |
Berkshire Hathaway (BRK.B) | 1.1 | $3.0M | 23k | 132.04 | |
Gilead Sciences (GILD) | 1.0 | $3.0M | 30k | 101.18 | |
Jazz Pharmaceuticals (JAZZ) | 1.0 | $3.0M | 21k | 140.57 | |
CVS Caremark Corporation (CVS) | 1.0 | $2.9M | 29k | 97.76 | |
Avago Technologies | 1.0 | $2.8M | 20k | 145.15 | |
Constellation Brands (STZ) | 0.9 | $2.7M | 19k | 142.44 | |
Johnson & Johnson (JNJ) | 0.9 | $2.6M | 26k | 102.73 | |
Comcast Corporation (CMCSA) | 0.9 | $2.5M | 44k | 56.42 | |
Coca-Cola Company (KO) | 0.8 | $2.5M | 58k | 42.96 | |
Celgene Corporation | 0.8 | $2.5M | 21k | 119.75 | |
DNP Select Income Fund (DNP) | 0.8 | $2.5M | 275k | 8.97 | |
Procter & Gamble Company (PG) | 0.8 | $2.3M | 29k | 79.41 | |
Enterprise Products Partners (EPD) | 0.8 | $2.3M | 90k | 25.59 | |
Abbvie (ABBV) | 0.8 | $2.2M | 37k | 59.24 | |
Blackrock Kelso Capital | 0.7 | $2.1M | 222k | 9.41 | |
Medtronic (MDT) | 0.7 | $2.1M | 27k | 76.91 | |
Alibaba Group Holding (BABA) | 0.7 | $2.0M | 25k | 81.26 | |
Microsoft Corporation (MSFT) | 0.7 | $2.0M | 35k | 55.48 | |
Flaherty & Crumrine Dyn P (DFP) | 0.7 | $1.9M | 82k | 22.91 | |
1/100 Berkshire Htwy Cla 100 | 0.6 | $1.8M | 900.00 | 1977.78 | |
Lockheed Martin Corporation (LMT) | 0.6 | $1.7M | 8.0k | 217.15 | |
At&t (T) | 0.6 | $1.7M | 49k | 34.41 | |
Eaton Vance Risk Managed Diversified (ETJ) | 0.6 | $1.7M | 166k | 10.16 | |
Clough Global Equity Fund closed-end fund (GLQ) | 0.6 | $1.7M | 135k | 12.53 | |
Nuveen Dow 30 Dyn Overwrite (DIAX) | 0.6 | $1.7M | 118k | 14.36 | |
Bristol Myers Squibb (BMY) | 0.6 | $1.7M | 24k | 68.79 | |
Target Corporation (TGT) | 0.6 | $1.6M | 23k | 72.60 | |
Alliance Data Systems Corporation (BFH) | 0.6 | $1.7M | 6.0k | 276.58 | |
Regeneron Pharmaceuticals (REGN) | 0.6 | $1.6M | 3.0k | 543.00 | |
International Business Machines (IBM) | 0.6 | $1.6M | 12k | 137.62 | |
Tesoro Corporation | 0.6 | $1.6M | 15k | 105.38 | |
3M Company (MMM) | 0.6 | $1.6M | 11k | 150.63 | |
Biogen Idec (BIIB) | 0.6 | $1.6M | 5.2k | 306.34 | |
Employers Holdings (EIG) | 0.5 | $1.5M | 56k | 27.31 | |
Eaton Vance Limited Duration Income Fund (EVV) | 0.5 | $1.5M | 120k | 12.76 | |
Pimco Dynamic Credit Income other | 0.5 | $1.5M | 84k | 18.04 | |
Visa (V) | 0.5 | $1.5M | 19k | 77.57 | |
AFLAC Incorporated (AFL) | 0.5 | $1.5M | 24k | 59.91 | |
Amtrust Financial Services | 0.5 | $1.4M | 23k | 61.59 | |
Palo Alto Networks (PANW) | 0.5 | $1.4M | 8.1k | 176.19 | |
National Western Life Insurance Company | 0.5 | $1.4M | 5.4k | 251.89 | |
Ameriprise Financial (AMP) | 0.5 | $1.3M | 13k | 106.40 | |
Abbott Laboratories (ABT) | 0.5 | $1.3M | 29k | 44.90 | |
Fresh Del Monte Produce (FDP) | 0.5 | $1.3M | 33k | 38.88 | |
American Capital | 0.5 | $1.3M | 95k | 13.79 | |
Spdr S&p 500 Etf (SPY) | 0.4 | $1.3M | 6.2k | 203.87 | |
Aetna | 0.4 | $1.3M | 12k | 108.09 | |
Axis Capital Holdings (AXS) | 0.4 | $1.3M | 23k | 56.24 | |
Nuveen Equity Premium and Growth Fund (SPXX) | 0.4 | $1.3M | 96k | 13.46 | |
Cash America International | 0.4 | $1.2M | 41k | 29.95 | |
Aspen Insurance Holdings | 0.4 | $1.2M | 25k | 48.30 | |
PowerShares Fin. Preferred Port. | 0.4 | $1.2M | 66k | 18.83 | |
Agrium | 0.4 | $1.2M | 13k | 89.35 | |
Avnet (AVT) | 0.4 | $1.2M | 28k | 42.83 | |
American National Insurance Company | 0.4 | $1.2M | 11k | 102.27 | |
National Presto Industries (NPK) | 0.4 | $1.2M | 14k | 82.84 | |
Third Point Reinsurance | 0.4 | $1.2M | 87k | 13.41 | |
Reinsurance Group of America (RGA) | 0.4 | $1.1M | 13k | 85.58 | |
Oracle Corporation (ORCL) | 0.4 | $1.1M | 31k | 36.54 | |
Magellan Midstream Partners | 0.4 | $1.1M | 17k | 67.89 | |
Morgan Stanley (MS) | 0.4 | $1.1M | 35k | 31.80 | |
Arrow Electronics (ARW) | 0.4 | $1.1M | 21k | 54.17 | |
Archer Daniels Midland Company (ADM) | 0.4 | $1.1M | 30k | 36.67 | |
Kohl's Corporation (KSS) | 0.4 | $1.1M | 23k | 47.61 | |
Best Buy (BBY) | 0.4 | $1.1M | 35k | 30.46 | |
Calamos Strategic Total Return Fund (CSQ) | 0.4 | $1.0M | 106k | 9.91 | |
Vanguard European ETF (VGK) | 0.4 | $1.1M | 21k | 49.86 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.4 | $1.1M | 27k | 38.84 | |
Pepsi (PEP) | 0.3 | $1.0M | 10k | 99.89 | |
Southern Company (SO) | 0.3 | $1.0M | 22k | 46.77 | |
General Electric Company | 0.3 | $992k | 32k | 31.15 | |
Cincinnati Financial Corporation (CINF) | 0.3 | $976k | 17k | 59.15 | |
Nuveen Nasdaq 100 Dynamic Over (QQQX) | 0.3 | $1.0M | 52k | 19.37 | |
Direxion Daily Small Cp Bull 3X (TNA) | 0.3 | $953k | 15k | 63.53 | |
Annaly Capital Management | 0.3 | $917k | 98k | 9.38 | |
Magellan Health Services | 0.3 | $930k | 15k | 61.69 | |
Charles Schwab Corporation (SCHW) | 0.3 | $897k | 27k | 32.94 | |
Tekla Healthcare Opportunit (THQ) | 0.3 | $906k | 52k | 17.39 | |
iShares S&P 500 Index (IVV) | 0.3 | $869k | 4.2k | 204.95 | |
Lowe's Companies (LOW) | 0.3 | $859k | 11k | 76.02 | |
PowerShares QQQ Trust, Series 1 | 0.3 | $875k | 7.8k | 111.82 | |
Duke Energy (DUK) | 0.3 | $865k | 12k | 71.38 | |
Voya Infrastructure Industrial & Materia (IDE) | 0.3 | $876k | 71k | 12.29 | |
American Express Company (AXP) | 0.3 | $846k | 12k | 69.57 | |
Travelers Companies (TRV) | 0.3 | $855k | 7.6k | 112.92 | |
Foot Locker (FL) | 0.3 | $850k | 13k | 65.12 | |
Merck & Co (MRK) | 0.3 | $840k | 16k | 52.83 | |
Danaher Corporation (DHR) | 0.3 | $826k | 8.9k | 92.86 | |
Chevron Corporation (CVX) | 0.3 | $791k | 8.8k | 89.95 | |
Capital One Financial (COF) | 0.3 | $793k | 11k | 72.16 | |
Raytheon Company | 0.3 | $761k | 6.1k | 124.61 | |
Kronos Worldwide (KRO) | 0.3 | $762k | 135k | 5.64 | |
PIMCO Intermediate Mun Bond Strat Fund (MUNI) | 0.3 | $748k | 14k | 53.94 | |
Johnson Controls | 0.2 | $713k | 18k | 39.48 | |
CSX Corporation (CSX) | 0.2 | $681k | 26k | 25.94 | |
AllianceBernstein Holding (AB) | 0.2 | $666k | 28k | 23.86 | |
Mosaic (MOS) | 0.2 | $676k | 25k | 27.58 | |
MasterCard Incorporated (MA) | 0.2 | $633k | 6.5k | 97.38 | |
PNC Financial Services (PNC) | 0.2 | $629k | 6.6k | 95.30 | |
Automatic Data Processing (ADP) | 0.2 | $627k | 7.4k | 84.73 | |
United Technologies Corporation | 0.2 | $654k | 6.8k | 96.11 | |
V.F. Corporation (VFC) | 0.2 | $623k | 10k | 62.30 | |
E.I. du Pont de Nemours & Company | 0.2 | $610k | 9.2k | 66.59 | |
Thermo Fisher Scientific (TMO) | 0.2 | $615k | 4.3k | 141.87 | |
Colgate-Palmolive Company (CL) | 0.2 | $606k | 9.1k | 66.59 | |
Black Box Corporation | 0.2 | $601k | 63k | 9.54 | |
Alphabet Inc Class C cs (GOOG) | 0.2 | $611k | 805.00 | 759.01 | |
Blackstone | 0.2 | $570k | 20k | 29.22 | |
McKesson Corporation (MCK) | 0.2 | $592k | 3.0k | 197.33 | |
Honeywell International (HON) | 0.2 | $575k | 5.6k | 103.51 | |
Philip Morris International (PM) | 0.2 | $539k | 6.1k | 87.91 | |
Calumet Specialty Products Partners, L.P | 0.2 | $553k | 28k | 19.92 | |
BlackRock Global Opportunities Equity Tr (BOE) | 0.2 | $562k | 44k | 12.76 | |
Mylan Nv | 0.2 | $541k | 10k | 54.10 | |
Discover Financial Services (DFS) | 0.2 | $513k | 9.6k | 53.58 | |
Invesco Van Kampen Dyn Cr Opp Fund | 0.2 | $517k | 49k | 10.55 | |
Marathon Petroleum Corp (MPC) | 0.2 | $510k | 9.8k | 51.80 | |
Polaris Industries (PII) | 0.2 | $489k | 5.7k | 85.91 | |
Nike (NKE) | 0.2 | $498k | 8.0k | 62.48 | |
American Electric Power Company (AEP) | 0.2 | $500k | 8.6k | 58.31 | |
Energy Transfer Partners | 0.2 | $471k | 14k | 33.71 | |
McDonald's Corporation (MCD) | 0.1 | $439k | 3.7k | 118.20 | |
Skechers USA (SKX) | 0.1 | $445k | 15k | 30.21 | |
Quaker Chemical Corporation (KWR) | 0.1 | $431k | 5.6k | 77.31 | |
AllianceBernstein Global Hgh Incm (AWF) | 0.1 | $428k | 40k | 10.79 | |
Nuveen Fltng Rte Incm Opp | 0.1 | $441k | 45k | 9.81 | |
T. Rowe Price (TROW) | 0.1 | $415k | 5.8k | 71.55 | |
Nextera Energy (NEE) | 0.1 | $395k | 3.8k | 103.95 | |
Mallinckrodt Pub | 0.1 | $402k | 5.4k | 74.69 | |
Publix Super Markets | 0.1 | $421k | 10k | 41.79 | |
iShares Lehman Aggregate Bond (AGG) | 0.1 | $387k | 3.6k | 108.01 | |
Kraft Heinz (KHC) | 0.1 | $371k | 5.1k | 72.80 | |
Altria (MO) | 0.1 | $348k | 6.0k | 58.22 | |
Parker-Hannifin Corporation (PH) | 0.1 | $340k | 3.5k | 97.03 | |
iShares Gold Trust | 0.1 | $344k | 34k | 10.23 | |
iShares S&P SmallCap 600 Index (IJR) | 0.1 | $350k | 3.2k | 110.24 | |
Voya Asia Pacific High Div Equity Income Fund (IAE) | 0.1 | $356k | 39k | 9.05 | |
Union Pacific Corporation (UNP) | 0.1 | $313k | 4.0k | 78.25 | |
Eaton Vance Enhanced Equity Income Fund (EOI) | 0.1 | $309k | 23k | 13.43 | |
Alkermes (ALKS) | 0.1 | $318k | 4.0k | 79.50 | |
Hartford Financial Services (HIG) | 0.1 | $291k | 6.7k | 43.43 | |
Consolidated Edison (ED) | 0.1 | $291k | 4.5k | 64.35 | |
Canadian Pacific Railway | 0.1 | $304k | 2.4k | 127.46 | |
Magna Intl Inc cl a (MGA) | 0.1 | $290k | 7.2k | 40.56 | |
St. Jude Medical | 0.1 | $293k | 4.8k | 61.68 | |
PIMCO High Income Fund (PHK) | 0.1 | $292k | 36k | 8.18 | |
Genuine Parts Company (GPC) | 0.1 | $258k | 3.0k | 86.00 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.1 | $267k | 2.4k | 110.88 | |
SPDR Nvn Barclys Cptl Shrt Trm Mncpl Bnd | 0.1 | $251k | 10k | 24.40 | |
Ingredion Incorporated (INGR) | 0.1 | $271k | 2.8k | 95.93 | |
Starwood Property Trust (STWD) | 0.1 | $222k | 11k | 20.57 | |
Costco Wholesale Corporation (COST) | 0.1 | $222k | 1.4k | 161.22 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $228k | 1.8k | 127.37 | |
Tiffany & Co. | 0.1 | $236k | 3.1k | 76.13 | |
Deere & Company (DE) | 0.1 | $229k | 3.0k | 76.33 | |
SPDR Gold Trust (GLD) | 0.1 | $226k | 2.2k | 101.48 | |
Sun Hydraulics Corporation | 0.1 | $225k | 7.1k | 31.75 | |
Bsb Bancorp Inc Md | 0.1 | $234k | 10k | 23.40 | |
Verizon Communications (VZ) | 0.1 | $208k | 4.5k | 46.19 | |
Stryker Corporation (SYK) | 0.1 | $207k | 2.2k | 93.03 | |
Novo Nordisk A/S (NVO) | 0.1 | $203k | 3.5k | 58.00 | |
Kellogg Company (K) | 0.1 | $202k | 2.8k | 72.14 | |
Bank Of Montreal Cadcom (BMO) | 0.1 | $201k | 3.6k | 56.35 | |
Prospect Capital Corporation (PSEC) | 0.1 | $208k | 30k | 6.97 | |
American Capital Agency | 0.1 | $218k | 13k | 17.30 | |
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) | 0.1 | $212k | 2.0k | 106.00 | |
PowerShrs CEF Income Cmpst Prtfl | 0.1 | $206k | 9.6k | 21.38 | |
Technology SPDR (XLK) | 0.1 | $164k | 3.8k | 42.86 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.1 | $180k | 1.6k | 114.29 | |
Ellsworth Fund (ECF) | 0.1 | $188k | 24k | 7.74 | |
Nuveen Energy Mlp Total Return etf | 0.1 | $163k | 15k | 11.09 | |
Nordic American Tanker Shippin (NAT) | 0.1 | $155k | 10k | 15.50 | |
Lazard Global Total Return & Income Fund (LGI) | 0.1 | $152k | 12k | 13.08 | |
Ubs Ag London Brh etracs mth2xre | 0.1 | $143k | 11k | 13.24 | |
Voya International Div Equity Income | 0.1 | $149k | 24k | 6.35 | |
BlackRock Income Trust | 0.0 | $74k | 12k | 6.40 | |
Liberty All-Star Equity Fund (USA) | 0.0 | $56k | 11k | 5.33 | |
Virtus Total Return Fund Cef | 0.0 | $50k | 13k | 3.78 |