Mezzasalma Advisors, LLC Top Holdings and 13F Report (2025)

About Mezzasalma Advisors, LLC

Investment Activity

Mezzasalma Advisors, LLC has $390.70 million in total holdings as of September 30, 2025.
Mezzasalma Advisors, LLC owns shares of 160 different stocks, but just 39 companies or ETFs make up 80% of its holdings.
Approximately 6.18% of the portfolio was purchased this quarter.
About 0.99% of the portfolio was sold this quarter.
This quarter, Mezzasalma Advisors, LLC has purchased 145 new stocks and bought additional shares in 77 stocks.
Mezzasalma Advisors, LLC sold shares of 47 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

Tesla: $31,049,016
Meta Platforms: $26,981,145
NVIDIA: $25,110,869
Apple: $22,186,918
Alphabet: $21,845,275

Largest New Holdings this Quarter

921937827 - Vanguard Short-Term Bond ETF: $2,834,706 Holding
46641Q837 - JPMorgan Ultra-Short Income ETF: $2,394,478 Holding
744573106 - Public Service Enterprise Group: $1,039,244 Holding
81369Y886 - Utilities Select Sector SPDR Fund: $1,009,382 Holding
464287804 - iShares Core S&P Small-Cap ETF: $970,247 Holding

Largest Purchases this Quarter

Vanguard Short-Term Bond ETF: 35,923 shares (about $2.83M)
JPMorgan Ultra-Short Income ETF: 47,200 shares (about $2.39M)
iShares TIPS Bond ETF: 17,738 shares (about $1.97M)
Vanguard S&P 500 ETF: 2,138 shares (about $1.31M)
Public Service Enterprise Group: 12,452 shares (about $1.04M)

Largest Sales this Quarter

Eli Lilly and Company: 756 shares (about $576.83K)
Meta Platforms: 687 shares (about $504.52K)
NVIDIA: 1,976 shares (about $368.68K)
Targa Resources: 2,060 shares (about $345.13K)
Tesla: 700 shares (about $311.30K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
TSLA Tesla	$31,049,016	$311,304 ▼	-1.0%	69,817	7.9%	Auto/Tires/Trucks
META Meta Platforms	$26,981,145	$504,520 ▼	-1.8%	36,740	6.9%	Computer and Technology
NVDA NVIDIA	$25,110,869	$368,682 ▼	-1.4%	134,585	6.4%	Computer and Technology
AAPL Apple	$22,186,918	$7,384 ▲	0.0%	87,134	5.7%	Computer and Technology
GOOGL Alphabet	$21,845,275	$17,746 ▼	-0.1%	89,861	5.6%	Computer and Technology
ARISTA NETWORKS INC	$15,098,470	$69,795 ▼	-0.5%	103,620	3.9%	COM SHS
BRK.B Berkshire Hathaway	$13,689,107	$4,022 ▲	0.0%	27,229	3.5%	Finance
AMZN Amazon.com	$13,022,916	$104,515 ▲	0.8%	59,311	3.3%	Retail/Wholesale
V Visa	$12,054,811	$94,221 ▲	0.8%	35,312	3.1%	Business Services
MSFT Microsoft	$11,458,357	$231,001 ▲	2.1%	22,123	2.9%	Computer and Technology
NFLX Netflix	$8,905,578	$146,268 ▲	1.7%	7,428	2.3%	Consumer Discretionary
RCL Royal Caribbean Cruises	$8,338,980	$145,611 ▲	1.8%	25,771	2.1%	Consumer Discretionary
SCHW Charles Schwab	$8,063,378	$14,798 ▼	-0.2%	84,460	2.1%	Finance
EME EMCOR Group	$7,873,074	$74,048 ▲	0.9%	12,121	2.0%	Construction
IWY iShares Russell Top 200 Growth ETF	$5,533,215	$85,926 ▲	1.6%	20,220	1.4%	ETF
XLK Technology Select Sector SPDR Fund	$4,770,215	$156,997 ▲	3.4%	16,924	1.2%	ETF
COST Costco Wholesale	$4,652,328	$402,659 ▲	9.5%	5,026	1.2%	Retail/Wholesale
BE Bloom Energy	$4,377,851	$516,384 ▲	13.4%	51,766	1.1%	Energy
VONG Vanguard Russell 1000 Growth ETF	$4,356,337	$15,183 ▲	0.3%	36,152	1.1%	ETF
VUG Vanguard Growth ETF	$4,157,930	$219,192 ▲	5.6%	8,669	1.1%	ETF
LLY Eli Lilly and Company	$4,093,495	$576,828 ▼	-12.4%	5,365	1.0%	Medical
FNDB Schwab Fundamental U.S. Broad Market ETF	$3,760,938	$37,246 ▲	1.0%	146,113	1.0%	ETF
VRT Vertiv	$3,745,100	$209,545 ▲	5.9%	24,825	1.0%	Computer and Technology
XOM Exxon Mobil	$3,607,366	$197,315 ▲	5.8%	31,994	0.9%	Energy
TDG Transdigm Group	$3,465,075	$3,954 ▼	-0.1%	2,629	0.9%	Aerospace
VOO Vanguard S&P 500 ETF	$3,448,932	$1,309,271 ▲	61.2%	5,632	0.9%	ETF
CRWD CrowdStrike	$3,271,815	$18,634 ▼	-0.6%	6,672	0.8%	Computer and Technology
ALL Allstate	$3,237,137	$329,488 ▲	11.3%	15,081	0.8%	Finance
TRGP Targa Resources	$3,029,793	$345,132 ▼	-10.2%	18,084	0.8%	Energy
CRS Carpenter Technology	$3,016,950	$134,065 ▲	4.7%	12,287	0.8%	Basic Materials
IVV iShares Core S&P 500 ETF	$3,011,850	$225,554 ▲	8.1%	4,500	0.8%	ETF
OEF iShares S&P 100 ETF	$2,957,307	$166,421 ▲	6.0%	8,885	0.8%	ETF
SMH VanEck Semiconductor ETF	$2,946,728	$16,644 ▲	0.6%	9,029	0.8%	Manufacturing
GBIL Goldman Sachs Access Treasury 0-1 Year ETF	$2,870,639	$174,197 ▼	-5.7%	28,641	0.7%	ETF
BSV Vanguard Short-Term Bond ETF	$2,834,706	$2,834,706 ▲	New Holding	35,923	0.7%	ETF
SFM Sprouts Farmers Market	$2,698,784	$260,685 ▲	10.7%	24,805	0.7%	Retail/Wholesale
EXEL Exelixis	$2,640,763	$308,511 ▲	13.2%	63,941	0.7%	Medical
TSM Taiwan Semiconductor Manufacturing	$2,633,425	$123,167 ▲	4.9%	9,429	0.7%	Computer and Technology
TIP iShares TIPS Bond ETF	$2,505,347	$1,972,825 ▲	370.5%	22,526	0.6%	ETF
PALANTIR TECHNOLOGIES INC	$2,471,609	$299,351 ▲	13.8%	13,549	0.6%	CL A
PGR Progressive	$2,433,445	$204,968 ▲	9.2%	9,854	0.6%	Finance
JPST JPMorgan Ultra-Short Income ETF	$2,394,478	$2,394,478 ▲	New Holding	47,200	0.6%	ETF
GLD SPDR Gold Shares	$2,065,281	$1,020,555 ▲	97.7%	5,810	0.5%	Finance
SLV iShares Silver Trust	$2,059,055	$41,734 ▼	-2.0%	48,597	0.5%	ETF
QQQ Invesco QQQ	$1,988,214	$10,205 ▲	0.5%	3,312	0.5%	Finance
HWM Howmet Aerospace	$1,901,076	$235,084 ▲	14.1%	9,688	0.5%	Aerospace
FNDX Schwab Fundamental U.S. Large Company ETF	$1,737,390	$210,165 ▲	13.8%	66,060	0.4%	ETF
SCHD Schwab US Dividend Equity ETF	$1,507,342	$1,011,001 ▲	203.7%	55,214	0.4%	ETF
REGN Regeneron Pharmaceuticals	$1,405,675		0.0%	2,500	0.4%	Medical
PDI PIMCO Dynamic Income Fund	$1,242,134	$921,948 ▲	287.9%	62,734	0.3%	Financial Services
SUPER MICRO COMPUTER INC	$1,188,001	$213,333 ▼	-15.2%	24,781	0.3%	COM NEW
SPY SPDR S&P 500 ETF Trust	$1,161,940	$32,646 ▲	2.9%	1,744	0.3%	Finance
COKE Coca-Cola Consolidated	$1,131,766	$239,827 ▲	26.9%	9,660	0.3%	Consumer Staples
VCSH Vanguard Short-Term Corporate Bond ETF	$1,112,259	$6,075 ▼	-0.5%	13,915	0.3%	ETF
GDX VanEck Gold Miners ETF	$1,111,602		0.0%	14,550	0.3%	ETF
ADBE Adobe	$1,107,988	$39,861 ▼	-3.5%	3,141	0.3%	Computer and Technology
XLV Health Care Select Sector SPDR Fund	$1,095,577	$79,051 ▼	-6.7%	7,872	0.3%	ETF
GPC Genuine Parts	$1,087,871	$162,994 ▼	-13.0%	7,849	0.3%	Retail/Wholesale
PEG Public Service Enterprise Group	$1,039,244	$1,039,244 ▲	New Holding	12,452	0.3%	Utilities
XLU Utilities Select Sector SPDR Fund	$1,009,382	$1,009,382 ▲	New Holding	11,574	0.3%	ETF
IJR iShares Core S&P Small-Cap ETF	$970,247	$970,247 ▲	New Holding	8,165	0.2%	ETF
ORCL Oracle	$950,310	$17,999 ▼	-1.9%	3,379	0.2%	Computer and Technology
BKNG Booking	$934,074	$118,784 ▼	-11.3%	173	0.2%	Retail/Wholesale
AMLP Alerian MLP ETF	$899,082	$51,060 ▲	6.0%	19,158	0.2%	ETF
IWD iShares Russell 1000 Value ETF	$882,155		0.0%	4,333	0.2%	ETF
VBR Vanguard Small-Cap Value ETF	$875,300	$12,105 ▼	-1.4%	4,194	0.2%	ETF
EFA iShares MSCI EAFE ETF	$858,191		0.0%	9,191	0.2%	Finance
GOOG Alphabet	$851,694		0.0%	3,497	0.2%	Computer and Technology
BCV Bancroft Fund	$849,730	$43,983 ▼	-4.9%	38,832	0.2%	Finance
IEO iShares U.S. Oil & Gas Exploration & Production ETF	$839,520	$2,593 ▼	-0.3%	9,066	0.2%	ETF
FIX Comfort Systems USA	$824,355	$94,896 ▲	13.0%	999	0.2%	Construction
GD General Dynamics	$812,262	$7,843 ▲	1.0%	2,382	0.2%	Aerospace
HEI Heico	$786,067		0.0%	2,435	0.2%	Aerospace
NVS Novartis	$774,057	$5,643 ▲	0.7%	6,036	0.2%	Medical
EBAY eBay	$726,418	$72,396 ▼	-9.1%	7,987	0.2%	Retail/Wholesale
XT iShares Exponential Technologies ETF	$700,054		0.0%	9,731	0.2%	Manufacturing
JEPI JPMorgan Equity Premium Income ETF	$680,918	$680,918 ▲	New Holding	11,925	0.2%	ETF
NVO Novo Nordisk A/S	$672,872	$117,250 ▼	-14.8%	12,126	0.2%	Medical
BROOKFIELD INFRASTRUCTURE CO	$645,132	$645,132 ▲	New Holding	15,689	0.2%	COM SUB VTG A
SHY iShares 1-3 Year Treasury Bond ETF	$643,250	$26,712 ▲	4.3%	7,754	0.2%	Manufacturing
INFL Horizon Kinetics Inflation Beneficiaries ETF	$640,735	$20,962 ▼	-3.2%	14,336	0.2%	ETF
KLAC KLA	$620,195	$126,196 ▼	-16.9%	575	0.2%	Computer and Technology
UL Unilever	$599,676	$21,044 ▲	3.6%	10,116	0.2%	Consumer Staples
FVD First Trust Value Line Dividend Index Fund	$594,112	$45,132 ▼	-7.1%	12,848	0.2%	ETF
BAC Bank of America	$566,665	$3,405 ▲	0.6%	10,984	0.1%	Finance
BK Bank of New York Mellon	$563,323	$15,145 ▼	-2.6%	5,170	0.1%	Finance
SNY Sanofi	$560,264	$60,369 ▲	12.1%	11,870	0.1%	Medical
ADI Analog Devices	$549,631	$30,713 ▲	5.9%	2,237	0.1%	Computer and Technology
LGI Lazard Global Total Return and Income Fund	$549,239	$10,415 ▲	1.9%	31,748	0.1%	Financial Services
RTX RTX	$539,807	$10,207 ▼	-1.9%	3,226	0.1%	Aerospace
AWP abrdn Global Premier Properties Fund	$523,011	$5,042 ▼	-1.0%	131,741	0.1%	Financial Services
LMT Lockheed Martin	$513,687	$22,964 ▲	4.7%	1,029	0.1%	Aerospace
CSQ Calamos Strategic Total Return Fund	$510,403	$4,630 ▼	-0.9%	26,459	0.1%	Financial Services
PFF iShares Preferred and Income Securities ETF	$499,858	$36,395 ▼	-6.8%	15,808	0.1%	ETF
DVY iShares Select Dividend ETF	$498,375	$59,544 ▼	-10.7%	3,507	0.1%	ETF
OMC Omnicom Group	$494,561	$40,113 ▲	8.8%	6,066	0.1%	Business Services
VTI Vanguard Total Stock Market ETF	$489,958	$985 ▲	0.2%	1,493	0.1%	ETF
XLG Invesco S&P 500 Top 50 ETF	$483,796		0.0%	8,411	0.1%	ETF
JPM JPMorgan Chase & Co.	$481,031		0.0%	1,525	0.1%	Finance
WFC Wells Fargo & Company	$480,121	$168 ▼	0.0%	5,728	0.1%	Finance

Showing largest 100 holdings. View all holdings.

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Mezzasalma Advisors, LLC Top Holdings and 13F Report (2025)

About Mezzasalma Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Mezzasalma Advisors, LLC Top Holdings and 13F Report (2025)

About Mezzasalma Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMezzasalma Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools