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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Biondo Investment Advisors LLC
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| CRD # | 130105 |
| SEC # | 801-62775 |
| CIK # | 0001455176 |
| AUM | $1.1 B (2025-03-27) |
| Employees | 17 (76% Investors, 0% Brokers) |
| Phone | 570-296-5525 |
| Address | 540 Route 6 209 Milford, PA 18337 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Intuitive Surgical Inc | 66.7 | ||
| Nvidia Corp | 55.0 | ||
| Apple Inc | 46.1 | ||
| Mastercard Inc | 40.5 | ||
| Alphabet Inc | 31.7 | ||
| Idexx Laboratories Inc /DE | 28.4 | ||
| Amazon Com Inc | 26.9 | ||
| J P Morgan Chase & Co | 24.2 | ||
| Microsoft Corp | 23.1 | ||
| International Business Machines Corp | 17.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 788 | 172.5 |
| (b) Individuals (high net worth individuals) | 248 | 795.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 54.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 15.9 |
| (h) Charitable organizations | 7 | 1.2 |
| (i) State or municipal government entities | 0 | 50.7 |
| (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 | 13 | 15.9 |
| (n) Other | 0 | 0.0 |
| Total | 2,317 | 1,106.4 |
| By Discretionary | ||
| Discretionary | 1,318 | 1,043.9 |
| Non-Discretionary | 999 | 62.6 |
| Total | 2,317 | 1,106.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,106.4 | |
| Total | 2,317 | 1,106.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001455176] |
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|---|---|---|
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Arkos Global Advisors LLC
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TX | 1.1 |
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Kowal Investment Group LLC
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WI | 1.1 |
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The Financial Advisors LLC
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MA | 1.1 |
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Crossmark Wealth Management LLC
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North Pier Fiduciary Management LLC
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CA | 1.1 |
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Root Financial Partners LLC
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van Cleef Asset Management Inc
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OH | 1.1 |
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Premier Path Wealth Partners LLC
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NJ | 1.1 |
|
Longview Wealth Management Inc
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GA | 1.1 |
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Urban Financial Advisory Corp
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IL | 1.1 |