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| Biondo Investment Advisors LLC
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|---|---|
| CRD # | 130105 |
| SEC # | 801-62775 |
| CIK # | 0001455176 |
| AUM | 1,292.6 M (2026-03-27) |
| Employees | 17 (71% Investors, 0% Brokers) |
| Phone | 570-296-5525 |
| Address | 540 Route 6 209 Milford, PA 18337 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Intuitive Surgical Inc | 54.5 | ||
| Apple Inc | 53.4 | ||
| Nvidia Corp | 51.9 | ||
| Alphabet Inc | 45.7 | ||
| Mastercard Inc | 32.1 | ||
| Idexx Laboratories Inc /DE | 29.4 | ||
| Amazon Com Inc | 25.1 | ||
| J P Morgan Chase & Co | 22.9 | ||
| Krystal Biotech Inc | 18.6 | ||
| Microsoft Corp | 16.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 842 | 204.2 |
| (b) Individuals (high net worth individuals) | 266 | 893.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 52.7 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 17.3 |
| (h) Charitable organizations | 8 | 1.5 |
| (i) State or municipal government entities | 0 | 53.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 16 | 70.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,493 | 1,292.6 |
| By Discretionary | ||
| Discretionary | 1,493 | 1,193.0 |
| Non-Discretionary | 1,000 | 99.6 |
| Total | 2,493 | 1,292.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,292.6 | |
| Total | 2,493 | 1,292.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001455176] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Clients | 14 |
| Serves | Institutional, Retail |
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|---|---|---|
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