BIONDO INVESTMENT Overview
Biondo Investment Advisors Llc is an investment advisor that manages 442.4 MM dollars in regulatory AUM and has 15 employees, of which 6 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/08 to 03/31/23. The fund's latest filing disclosed 495MM in positions, representing 112% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/08 to 03/31/23. The fund's latest filing disclosed 495MM in positions, representing 112% of the manager's regulatory AUM.
BIONDO INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
BIONDO INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 9.34% | Tech | 6.53% | -0.25% | 0 | 45% | ||
| ISRG | 7.19% | Health | 20.13% | 1.6% | 0 | 14% | ||
|
Unlock Positions and Returns Details |
||||||||
FEATURED IN
BIONDO INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Joseph R. Biondo | Founder, Sr. Portfolio Manager, Member-The Biondo Group, Llc | January-2015 |
| Eugenia Pavek | Chief Compliance Officer | April-2005 |
| Joseph P. Biondo | Ceo, Cio, Manager, Member-The Biondo Group, Llc | January-2015 |
| Karl A. Wagner | Dir Business Development, Member-The Biondo Group, Llc | August-2013 |
BIONDO INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
BIONDO INVESTMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Biondo pursues a stock selection discipline that seeks to identify companies over the capitalization spectrum with exceptional growth potential. Biondo analyzes the strengths of each identified company using fundamental analysis, which emphasizes management’s integrity and capabilities, product strength, competition, research and development practices and future growth prospects. Charting and technical analysis are also used.
Main sources of information include financial newspapers and magazines, inspections of corporate activities, research materials prepared and provided by others (including purchased services), corporate rating services, annual reports, prospectuses, filings with the
Securities and Exchange Commission (SEC), and company press releases. Biondo also
attends corporate presentations at conferences and will occasionally visit the corporate headquarters of companies in which it has investment...
Unlock Full Investment Process Description
Biondo pursues a stock selection discipline that seeks to identify companies over the capitalization spectrum with exceptional growth potential. Biondo analyzes the strengths of each identified company using fundamental analysis, which emphasizes management’s integrity and capabilities, product strength, competition, research and development practices and future growth prospects. Charting and technical analysis are also used.
Main sources of information include financial newspapers and magazines, inspections of corporate activities, research materials prepared and provided by others (including purchased services), corporate rating services, annual reports, prospectuses, filings with the
Securities and Exchange Commission (SEC), and company press releases. Biondo also
attends corporate presentations at conferences and will occasionally visit the corporate headquarters of companies in which it has investment...
Unlock Full Investment Process Description
BIONDO INVESTMENT Portfolio Concentration
BIONDO INVESTMENT Location
540 ROUTE 6 & 209
MILFORD, Pennsylvania
UNITED STATES, 18337
MILFORD, Pennsylvania
UNITED STATES, 18337
BIONDO INVESTMENT Contact Information
Phone Number: 570-296-5525
Fax Number: 570-296-5527
Website: http://www.thebiondogroup.com
Fax Number: 570-296-5527
Website: http://www.thebiondogroup.com
READ RECENT SYMMETRIC REPORTS
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here