Mezzasalma Advisors, LLC Top Holdings and 13F Report (2025) About Mezzasalma Advisors, LLCInvestment ActivityMezzasalma Advisors, LLC has $333.11 million in total holdings as of June 30, 2025.Mezzasalma Advisors, LLC owns shares of 145 different stocks, but just 34 companies or ETFs make up 80% of its holdings.Approximately 2.20% of the portfolio was purchased this quarter.About 1.99% of the portfolio was sold this quarter.This quarter, Mezzasalma Advisors, LLC has purchased 147 new stocks and bought additional shares in 73 stocks.Mezzasalma Advisors, LLC sold shares of 46 stocks and completely divested from 8 stocks this quarter.Largest Holdings Meta Platforms $27,624,430Tesla $22,400,430NVIDIA $21,575,272Apple $17,871,425Alphabet $15,849,144 Largest New Holdings this Quarter 132061862 - Cambria Tail Risk ETF $323,730 HoldingL8681T102 - Spotify Technology $230,202 Holding17275R102 - Cisco Systems $214,315 Holding97717W786 - WisdomTree International AI Enhanced Value Fund $211,806 Holding78468R648 - SPDR S&P Kensho New Economies Composite ETF $205,339 Holding Largest Purchases this Quarter Coca-Cola Consolidated 6,947 shares (about $775.63K)Allstate 2,437 shares (about $490.59K)PALANTIR TECHNOLOGIES INC 3,106 shares (about $423.41K)Carpenter Technology 1,459 shares (about $403.24K)Vanguard Growth ETF 902 shares (about $395.45K) Largest Sales this Quarter Microsoft 1,984 shares (about $986.86K)Eli Lilly and Company 1,023 shares (about $797.46K)Adobe 1,152 shares (about $445.69K)Meta Platforms 384 shares (about $283.43K)CrowdStrike 419 shares (about $213.40K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMezzasalma Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMETAMeta Platforms$27,624,430$283,426 ▼-1.0%37,4278.3%Computer and TechnologyTSLATesla$22,400,430$98,157 ▼-0.4%70,5176.7%Auto/Tires/TrucksNVDANVIDIA$21,575,272$89,106 ▼-0.4%136,5616.5%Computer and TechnologyAAPLApple$17,871,425$45,958 ▼-0.3%87,1055.4%Computer and TechnologyGOOGLAlphabet$15,849,144$41,590 ▼-0.3%89,9344.8%Computer and TechnologyBRK.BBerkshire Hathaway$13,223,145$19,917 ▼-0.2%27,2214.0%FinanceAMZNAmazon.com$12,907,811$35,761 ▼-0.3%58,8353.9%Retail/WholesaleVVisa$12,439,532$29,824 ▼-0.2%35,0363.7%Business ServicesMSFTMicrosoft$10,782,360$986,862 ▼-8.4%21,6773.2%Computer and TechnologyARISTA NETWORKS INC$10,650,369$178,736 ▲1.7%104,0993.2%COM SHSNFLXNetflix$9,783,684$61,600 ▼-0.6%7,3062.9%Consumer DiscretionaryRCLRoyal Caribbean Cruises$7,929,018$52,294 ▲0.7%25,3212.4%Consumer DiscretionarySCHWCharles Schwab$7,720,261$8,942 ▲0.1%84,6152.3%FinanceEMEEMCOR Group$6,422,424$64,722 ▲1.0%12,0071.9%ConstructionIWYiShares Russell Top 200 Growth ETF$4,907,032$65,079 ▲1.3%19,9061.5%ETFLLYEli Lilly and Company$4,771,503$797,459 ▼-14.3%6,1211.4%MedicalCOSTCostco Wholesale$4,544,869$133,644 ▲3.0%4,5911.4%Retail/WholesaleXLKTechnology Select Sector SPDR Fund$4,144,622$113,447 ▲2.8%16,3671.2%ETFTDGTransdigm Group$4,002,324$48,660 ▲1.2%2,6321.2%AerospaceVONGVanguard Russell 1000 Growth ETF$3,934,050$26,754 ▲0.7%36,0261.2%ETFSFMSprouts Farmers Market$3,689,418$214,197 ▲6.2%22,4091.1%Retail/WholesaleVUGVanguard Growth ETF$3,600,227$395,446 ▲12.3%8,2121.1%ETFTRGPTarga Resources$3,506,668$59,709 ▲1.7%20,1441.1%EnergyFNDBSchwab Fundamental U.S. Broad Market ETF$3,469,082$37,744 ▲1.1%144,6661.0%ETFCRWDCrowdStrike$3,417,470$213,401 ▼-5.9%6,7101.0%Computer and TechnologyXOMExxon Mobil$3,260,274$121,274 ▲3.9%30,2441.0%EnergyCRSCarpenter Technology$3,244,978$403,238 ▲14.2%11,7411.0%Basic MaterialsGBILGoldman Sachs Access Treasury 0-1 Year ETF$3,042,414$27,541 ▲0.9%30,3790.9%ETFVRTVertiv$3,009,417$153,322 ▲5.4%23,4360.9%Computer and TechnologyALLAllstate$2,726,945$490,592 ▲21.9%13,5460.8%FinanceIVViShares Core S&P 500 ETF$2,584,807$11,797 ▲0.5%4,1630.8%ETFOEFiShares S&P 100 ETF$2,551,982$276,655 ▲12.2%8,3850.8%ETFSMHVanEck Semiconductor ETF$2,503,811$39,044 ▲1.6%8,9780.8%ManufacturingEXELExelixis$2,488,960$256,384 ▲11.5%56,4710.7%MedicalPGRProgressive$2,408,145$126,759 ▲5.6%9,0240.7%FinanceTSMTaiwan Semiconductor Manufacturing$2,035,692$302,591 ▲17.5%8,9880.6%Computer and TechnologyVOOVanguard S&P 500 ETF$1,984,701$3,408 ▲0.2%3,4940.6%ETFQQQInvesco QQQ$1,817,391$12,134 ▲0.7%3,2950.5%FinanceSLViShares Silver Trust$1,626,785$1,050 ▲0.1%49,5820.5%ETFPALANTIR TECHNOLOGIES INC$1,623,299$423,410 ▲35.3%11,9080.5%CL AHWMHowmet Aerospace$1,580,244$182,035 ▲13.0%8,4900.5%AerospaceSUPER MICRO COMPUTER INC$1,432,611$167,614 ▼-10.5%29,2310.4%COM NEWFNDXSchwab Fundamental U.S. Large Company ETF$1,425,003$144,319 ▲11.3%58,0690.4%ETFREGNRegeneron Pharmaceuticals$1,312,5000.0%2,5000.4%MedicalADBEAdobe$1,258,908$445,686 ▼-26.1%3,2540.4%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$1,137,658$3,909 ▲0.3%8,4400.3%ETFBKNGBooking$1,128,902$156,310 ▼-12.2%1950.3%Retail/WholesaleVCSHVanguard Short-Term Corporate Bond ETF$1,112,304$27,905 ▲2.6%13,9910.3%ETFGPCGenuine Parts$1,094,823$197,978 ▼-15.3%9,0250.3%Retail/WholesaleBEBloom Energy$1,092,187$299,502 ▲37.8%45,6600.3%EnergySPYSPDR S&P 500 ETF Trust$1,047,102$124,170 ▲13.5%1,6950.3%FinanceNVONovo Nordisk A/S$982,776$128,032 ▼-11.5%14,2390.3%MedicalGLDSPDR Gold Shares$895,895$4,268 ▲0.5%2,9390.3%FinanceAMLPAlerian MLP ETF$882,885$7,671 ▲0.9%18,0700.3%ETFCOKECoca-Cola Consolidated$849,991$775,632 ▲1,043.1%7,6130.3%Consumer StaplesIWDiShares Russell 1000 Value ETF$841,5990.0%4,3330.3%ETFVBRVanguard Small-Cap Value ETF$829,127$19,500 ▼-2.3%4,2520.2%ETFEFAiShares MSCI EAFE ETF$821,610$37,009 ▼-4.3%9,1910.2%FinanceIEOiShares U.S. Oil & Gas Exploration & Production ETF$805,733$25,783 ▼-3.1%9,0940.2%ETFHEIHeico$798,6800.0%2,4350.2%AerospaceBCVBancroft Fund$771,908$10,452 ▲1.4%40,8420.2%FinanceGDXVanEck Gold Miners ETF$757,460$12,026 ▼-1.6%14,5500.2%ETFORCLOracle$752,743$7,652 ▼-1.0%3,4430.2%Computer and TechnologyNVSNovartis$725,092$99,833 ▼-12.1%5,9920.2%MedicalGDGeneral Dynamics$688,026$875 ▼-0.1%2,3590.2%AerospaceEBAYeBay$653,982$149 ▲0.0%8,7830.2%Retail/WholesaleXTiShares Exponential Technologies ETF$634,9480.0%9,7310.2%ManufacturingINFLHorizon Kinetics Inflation Beneficiaries ETF$624,340$2,699 ▲0.4%14,8050.2%ETFGOOGAlphabet$620,3330.0%3,4970.2%Computer and TechnologyKLACKLA$619,852$6,270 ▼-1.0%6920.2%Computer and TechnologyFVDFirst Trust Value Line Dividend Index Fund$617,912$10,549 ▼-1.7%13,8240.2%ETFSHYiShares 1-3 Year Treasury Bond ETF$615,775$4,060 ▲0.7%7,4320.2%ManufacturingULUnilever$597,080$107,843 ▼-15.3%9,7610.2%Consumer StaplesTIPiShares TIPS Bond ETF$526,872$4,842 ▲0.9%4,7880.2%ETFAWPabrdn Global Premier Properties Fund$526,723$4,740 ▲0.9%133,0110.2%Financial ServicesLGILazard Global Total Return and Income Fund$523,261$8,988 ▼-1.7%31,1460.2%Financial ServicesDVYiShares Select Dividend ETF$521,466$28,424 ▼-5.2%3,9260.2%ETFPFFiShares Preferred and Income Securities ETF$520,301$7,056 ▲1.4%16,9590.2%ETFBACBank of America$516,640$142 ▼0.0%10,9180.2%FinanceSNYSanofi$511,651$85,702 ▼-14.3%10,5910.2%MedicalADIAnalog Devices$502,698$16,185 ▲3.3%2,1120.2%Computer and TechnologyUSALiberty All-Star Equity Fund$502,128$10,501 ▲2.1%73,7340.2%FinanceCSQCalamos Strategic Total Return Fund$486,982$5,490 ▲1.1%26,6990.1%Financial ServicesBKBank of New York Mellon$483,703$1,184 ▼-0.2%5,3090.1%FinanceSCHDSchwab US Dividend Equity ETF$481,797$398 ▼-0.1%18,1810.1%ETFRTXRTX$479,968$9,491 ▼-1.9%3,2870.1%AerospaceFIXComfort Systems USA$474,010$90,083 ▲23.5%8840.1%ConstructionADXAdams Diversified Equity Fund$467,613$8,945 ▲2.0%21,5390.1%FinanceWFCWells Fargo & Company$459,088$1,042 ▼-0.2%5,7300.1%FinanceLMTLockheed Martin$455,267$1,389 ▲0.3%9830.1%AerospaceVTIVanguard Total Stock Market ETF$452,8560.0%1,4900.1%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$446,0750.0%4,9030.1%ETFJPMJPMorgan Chase & Co.$442,113$44,936 ▲11.3%1,5250.1%FinanceXLGInvesco S&P 500 Top 50 ETF$438,2090.0%8,4110.1%ETFSUBiShares Short-Term National Muni Bond ETF$437,641$7,338 ▼-1.6%4,1150.1%ETFVGTVanguard Information Technology ETF$414,550$1,327 ▼-0.3%6250.1%ETFOMCOmnicom Group$400,994$16,906 ▲4.4%5,5740.1%Business ServicesRQICohen & Steers Quality Income Realty Fund$400,092$6,810 ▲1.7%32,1360.1%Financial ServicesIGEiShares North American Natural Resources ETF$393,324$2,345 ▲0.6%8,8890.1%ETFGSThe Goldman Sachs Group$392,0940.0%5540.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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