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CIK: 0001455176
Total reported value
$816.8M
$816.8M
90 檔
30.1%
As reported in its official Q4 2024 Form 13F filing, Biondo Investment Advisors, LLC's tracked investment portfolio stood at $816.8M with 90 total positions.
In Q4 2024, Biondo Investment Advisors, LLC displayed an active expansion posture, initiating 1 new positions and adding to 55 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 9.08% | -1.17% | -3.46% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 8.01% | -0.10% | -0.36% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 6.62% | -0.77% | -4.52% | |
| 4 | MA | Mastercard Inc - A | Stock-Financials | 5.47% | -0.11% | +0.50% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.74% | +0.85% | -1.34% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.81% | +0.21% | -1.36% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.91% | -0.36% | -1.85% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.74% | -0.06% | -0.15% | |
| 9 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 2.44% | -0.31% | +0.20% | |
| 10 | ADBE | Adobe Inc | Stock-Tech | 2.22% | -0.70% | +2.08% | |
| 11 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 2.09% | -0.20% | -0.28% | |
| 12 | XOM | Exxon Mobil CORP | Stock-Energy | 2.03% | -0.86% | +0.26% | |
| 13 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.92% | -0.22% | +0.82% | |
| 14 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.91% | +0.48% | +0.66% | |
| 15 | ABBV | Abbvie Inc | Stock-Healthcare | 1.91% | +0.20% | +0.00% | |
| 16 | NOW | Servicenow Inc | Stock-Tech | 1.89% | -0.15% | -1.98% | |
| 17 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.78% | -0.04% | +0.85% | |
| 18 | XYZ | Block Inc | Stock-Financials | 1.75% | — | +1.14% | |
| 19 | FICO | Fair Isaac CORP | Stock-Tech | 1.71% | +0.16% | +1.62% | |
| 20 | IBM | Intl Business Machines CORP | Stock-Tech | 1.65% | +0.19% | +1.22% | |
| 21 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.63% | -0.28% | +1.05% | |
| 22 | SPG | Simon Property Group Inc | Stock-Real Estate | 1.61% | +0.22% | +0.89% | |
| 23 | ADP | Automatic Data Processing | Stock-Tech | 1.60% | +0.06% | +1.35% | |
| 24 | SO | Southern Co/the | Stock-Utilities | 1.51% | -1.72% | EXIT | |
| 25 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.45% | -0.37% | +0.84% | |
| 26 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.40% | +0.08% | +0.74% | |
| 27 | ITW | Illinois Tool Works | Stock-Industrials | 1.37% | -0.01% | +2.05% | |
| 28 | CVX | Chevron CORP | Stock-Energy | 1.36% | -0.49% | +0.41% | |
| 29 | DUK | Duke Energy CORP | Stock-Utilities | 1.31% | -0.15% | +2.02% | |
| 30 | PRCT | Procept Biorobotics CORP | Stock-Other | 1.29% | +0.10% | +12.91% | |
| 31 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.28% | — | +1.99% | |
| 32 | ILMN | Illumina Inc | Stock-Healthcare | 1.27% | +0.06% | -11.69% | |
| 33 | AMGN | Amgen Inc | Stock-Healthcare | 1.20% | -0.03% | +2.26% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.17% | -0.03% | +2.25% | |
| 35 | GIS | General Mills Inc | Stock-Consumer Staples | 1.12% | -0.71% | EXIT | |
| 36 | TEAM | Atlassian Corp-cl A | Stock-Tech | 1.12% | +0.03% | +1.34% | |
| 37 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.11% | — | +0.89% | |
| 38 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.98% | — | +0.71% | |
| 39 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.76% | +0.05% | +1.45% | |
| 40 | FANG | Diamondback Energy Inc | Stock-Energy | 0.65% | -0.75% | EXIT | |
| 41 | ASML | ASML Holding N.V. | Stock-Tech | 0.63% | +0.72% | -18.10% | |
| 42 | TMDX | Transmedics Group Inc | Stock-Healthcare | 0.46% | -0.38% | -2.95% | |
| 43 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.43% | +0.16% | +2.27% | |
| 44 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.42% | -0.03% | +3.46% | |
| 45 | ZTS | Zoetis Inc | Stock-Healthcare | 0.40% | — | +1.30% | |
| 46 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.38% | +0.05% | +3.58% | |
| 47 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.38% | +0.03% | +3.21% | |
| 48 | DWAS | Invesco Dorsey Wright Smallc | ETF-Other | 0.30% | +0.09% | +3.72% | |
| 49 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 0.27% | +0.04% | -0.08% | |
| 50 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.26% | +0.04% | +1.06% |
According to official SEC Form 13F filings, Biondo Investment Advisors, LLC reported a total U.S. public equity portfolio value of $816.8M across 90 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including ISRG, AAPL, NVDA) accounted for 30.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
PNRG
市值: $307.4K
Top Position Liquidated / Trimmed
NKE
前期市值: $3.8M
During Q4 2024, Biondo Investment Advisors, LLC's top holdings by market value included ISRG (9.1%)、AAPL (8.0%)、NVDA (6.6%). The largest single position, ISRG, represented 9.1% of total portfolio value.
In Q4 2024, Biondo Investment Advisors, LLC made 84 total portfolio adjustments, initiating 1 new buys, adding to 55 positions, trimming 25 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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