Biondo Investment Advisors, LLC logo

Biondo Investment Advisors, LLC

RIA/Wealth

Biondo Investment Advisors, LLC is a RIA/Wealth based in Greenwich, CT led by Joseph Peter Biondo, reporting $1.1B in AUM as of Q3 2025 with NVDA as the largest holding (8% allocation).

CEOJoseph Peter Biondo
Portfolio Value
$798.5M
Positions
88
Top Holding
NVDA at 7.98%
Last Reported
Q3 2025
Address500 West Putnam Avenue, Suite 400, Greenwich, CT, 06830, United States

Top Holdings

Largest long holdings in Biondo Investment Advisors, LLC's portfolio (48.4% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
1
Nvidia logo
Nvidia
NVDA
Semiconductors
Technology
$63.7M
7.98%
-$1.3M
Sold
0.00%
341.7K shares
2
Apple logo
Apple
AAPL
Consumer Electronics
Technology
$56.5M
7.08%
-$699.5K
Sold
0.00%
222.0K shares
Medical - Instruments & Supplies
Healthcare
$54.6M
6.84%
-$264.8K
Sold
0.03%
122.2K shares
Internet Content & Information
Communication Services
$42.6M
5.34%
-$1.1M
Sold
0.00%
175.3K shares
Financial - Credit Services
Financial Services
$40.8M
5.11%
-$204.8K
Sold
0.01%
71.7K shares
Medical - Diagnostics & Research
Healthcare
$33.4M
4.18%
-$458.7K
Sold
0.07%
52.3K shares
7
Amazon logo
Amazon
AMZN
Specialty Retail
Consumer Cyclical
$26.9M
3.37%
-$43.5K
Sold
0.00%
122.6K shares
Banks - Diversified
Financial Services
$25.9M
3.24%
-$388.6K
Sold
0.00%
82.1K shares
Software - Infrastructure
Technology
$23.8M
2.98%
-$255.3K
Sold
0.00%
46.0K shares
10
AbbVie logo
AbbVie
ABBV
Drug Manufacturers - General
Healthcare
$18.2M
2.28%
-$15.1K
Sold
0.00%
78.6K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Biondo Investment Advisors, LLC's latest filing

See all changes
Market Value
$798.5M
Prior: $758.5M
Q/Q Change
+5.27%
+$40.0M
Net Flows % of MV
+0.423%
Turnover Ratio
3.22%
New Purchases
4 stocks
$14.3M
Added To
51 stocks
+$12.9M
Sold Out Of
6 stocks
$17.7M
Reduced Holdings
26 stocks
-$6.0M

Increased Positions

PositionShares Δ
New
New
New
New
+144.28%

Decreased Positions

PositionShares Δ
Sold
Sold
Sold
Sold
Sold

Analytics

Portfolio insights and performance metrics for Biondo Investment Advisors, LLC

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Sector Allocation

Technology: 27.30%TechnologyHealthcare: 23.60%HealthcareFinancial Services: 8.50%Financial ServicesConsumer Cyclical: 7.70%ETF: 6.00%Communication Services: 5.50%Industrials: 5.10%Consumer Defensive: 4.30%Utilities: 4.10%Energy: 4.10%Real Estate: 1.70%
Technology
27.30%
Healthcare
23.60%
Financial Services
8.50%
Consumer Cyclical
7.70%
ETF
6.00%
Communication Services
5.50%
Industrials
5.10%
Consumer Defensive
4.30%
Utilities
4.10%
Energy
4.10%
Real Estate
1.70%

Market Cap Distribution

Mega Cap (> $200B): 52.39%Mega Cap (> $200B)Large Cap ($10B - $200B): 36.47%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 2.04%Small Cap ($300M - $2B): 0.63%Micro Cap ($50M - $300M): 0.03%Nano Cap (< $50M): 0.22%N/A (ETF or Unknown): 8.22%
Mega Cap (> $200B)
52.39%
Large Cap ($10B - $200B)
36.47%
Mid Cap ($2B - $10B)
2.04%
Small Cap ($300M - $2B)
0.63%
Micro Cap ($50M - $300M)
0.03%
Nano Cap (< $50M)
0.22%
N/A (ETF or Unknown)
8.22%

Portfolio Concentration

Top 10 Holdings %
48.4%
Top 20 Holdings %
66.14%
Top 50 Holdings %
94.6%
Top 100 Holdings %
100.0%

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