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Jeffrey S. Pike

Aviance Capital Partners, Llc

Assets Managed
$853.968M
Holdings
368
Last Quarter
2026 - Q1
Filed Date
29d ago
Growth Rate
-1.57%(2Q avg: 0.73%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Aviance Capital Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 368 positions.

Assets under management

The assets under management (AUM) of Aviance Capital Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 853.968M in assets, with a quarterly growth rate of -1.57% and a 2-quarter average growth rate of 0.73%. The portfolio is managed by Jeffrey S. Pike, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 0.93%
7.75%
$66.132M
260,577 shares@ $253.79 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -2.21%
5.04%
$42.965M
149,411 shares@ $287.56 avg price
ABBV
Abbvie Inc
Recent Activity
Increased 1.25%
3.75%
$31.963M
146,965 shares@ $217.49 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -2.77%
3.73%
$31.822M
102,813 shares@ $309.51 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 2.31%
3.35%
$28.539M
137,027 shares@ $208.28 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -1.43%
2.8%
$23.864M
81,127 shares@ $294.17 avg price
LRCX
Lam Research Corp
Recent Activity
Decreased -1.54%
2.02%
$17.232M
80,652 shares@ $213.66 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 6.67%
1.9%
$16.185M
43,722 shares@ $370.18 avg price
META
Meta Platforms Inc-class A
Recent Activity
Decreased -2.19%
1.81%
$15.414M
26,942 shares@ $572.14 avg price
AMGN
Amgen Inc
Recent Activity
Decreased -1.26%
1.51%
$12.848M
36,514 shares@ $351.86 avg price

1-10 of 368