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

About Mezzasalma Advisors, LLC

Investment Activity

Mezzasalma 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: $27,624,430
Tesla: $22,400,430
NVIDIA: $21,575,272
Apple: $17,871,425
Alphabet: $15,849,144

Largest New Holdings this Quarter

132061862 - Cambria Tail Risk ETF: $323,730 Holding
L8681T102 - Spotify Technology: $230,202 Holding
17275R102 - Cisco Systems: $214,315 Holding
97717W786 - WisdomTree International AI Enhanced Value Fund: $211,806 Holding
78468R648 - 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 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
META Meta Platforms	$27,624,430	$283,426 ▼	-1.0%	37,427	8.3%	Computer and Technology
TSLA Tesla	$22,400,430	$98,157 ▼	-0.4%	70,517	6.7%	Auto/Tires/Trucks
NVDA NVIDIA	$21,575,272	$89,106 ▼	-0.4%	136,561	6.5%	Computer and Technology
AAPL Apple	$17,871,425	$45,958 ▼	-0.3%	87,105	5.4%	Computer and Technology
GOOGL Alphabet	$15,849,144	$41,590 ▼	-0.3%	89,934	4.8%	Computer and Technology
BRK.B Berkshire Hathaway	$13,223,145	$19,917 ▼	-0.2%	27,221	4.0%	Finance
AMZN Amazon.com	$12,907,811	$35,761 ▼	-0.3%	58,835	3.9%	Retail/Wholesale
V Visa	$12,439,532	$29,824 ▼	-0.2%	35,036	3.7%	Business Services
MSFT Microsoft	$10,782,360	$986,862 ▼	-8.4%	21,677	3.2%	Computer and Technology
ARISTA NETWORKS INC	$10,650,369	$178,736 ▲	1.7%	104,099	3.2%	COM SHS
NFLX Netflix	$9,783,684	$61,600 ▼	-0.6%	7,306	2.9%	Consumer Discretionary
RCL Royal Caribbean Cruises	$7,929,018	$52,294 ▲	0.7%	25,321	2.4%	Consumer Discretionary
SCHW Charles Schwab	$7,720,261	$8,942 ▲	0.1%	84,615	2.3%	Finance
EME EMCOR Group	$6,422,424	$64,722 ▲	1.0%	12,007	1.9%	Construction
IWY iShares Russell Top 200 Growth ETF	$4,907,032	$65,079 ▲	1.3%	19,906	1.5%	ETF
LLY Eli Lilly and Company	$4,771,503	$797,459 ▼	-14.3%	6,121	1.4%	Medical
COST Costco Wholesale	$4,544,869	$133,644 ▲	3.0%	4,591	1.4%	Retail/Wholesale
XLK Technology Select Sector SPDR Fund	$4,144,622	$113,447 ▲	2.8%	16,367	1.2%	ETF
TDG Transdigm Group	$4,002,324	$48,660 ▲	1.2%	2,632	1.2%	Aerospace
VONG Vanguard Russell 1000 Growth ETF	$3,934,050	$26,754 ▲	0.7%	36,026	1.2%	ETF
SFM Sprouts Farmers Market	$3,689,418	$214,197 ▲	6.2%	22,409	1.1%	Retail/Wholesale
VUG Vanguard Growth ETF	$3,600,227	$395,446 ▲	12.3%	8,212	1.1%	ETF
TRGP Targa Resources	$3,506,668	$59,709 ▲	1.7%	20,144	1.1%	Energy
FNDB Schwab Fundamental U.S. Broad Market ETF	$3,469,082	$37,744 ▲	1.1%	144,666	1.0%	ETF
CRWD CrowdStrike	$3,417,470	$213,401 ▼	-5.9%	6,710	1.0%	Computer and Technology
XOM Exxon Mobil	$3,260,274	$121,274 ▲	3.9%	30,244	1.0%	Energy
CRS Carpenter Technology	$3,244,978	$403,238 ▲	14.2%	11,741	1.0%	Basic Materials
GBIL Goldman Sachs Access Treasury 0-1 Year ETF	$3,042,414	$27,541 ▲	0.9%	30,379	0.9%	ETF
VRT Vertiv	$3,009,417	$153,322 ▲	5.4%	23,436	0.9%	Computer and Technology
ALL Allstate	$2,726,945	$490,592 ▲	21.9%	13,546	0.8%	Finance
IVV iShares Core S&P 500 ETF	$2,584,807	$11,797 ▲	0.5%	4,163	0.8%	ETF
OEF iShares S&P 100 ETF	$2,551,982	$276,655 ▲	12.2%	8,385	0.8%	ETF
SMH VanEck Semiconductor ETF	$2,503,811	$39,044 ▲	1.6%	8,978	0.8%	Manufacturing
EXEL Exelixis	$2,488,960	$256,384 ▲	11.5%	56,471	0.7%	Medical
PGR Progressive	$2,408,145	$126,759 ▲	5.6%	9,024	0.7%	Finance
TSM Taiwan Semiconductor Manufacturing	$2,035,692	$302,591 ▲	17.5%	8,988	0.6%	Computer and Technology
VOO Vanguard S&P 500 ETF	$1,984,701	$3,408 ▲	0.2%	3,494	0.6%	ETF
QQQ Invesco QQQ	$1,817,391	$12,134 ▲	0.7%	3,295	0.5%	Finance
SLV iShares Silver Trust	$1,626,785	$1,050 ▲	0.1%	49,582	0.5%	ETF
PALANTIR TECHNOLOGIES INC	$1,623,299	$423,410 ▲	35.3%	11,908	0.5%	CL A
HWM Howmet Aerospace	$1,580,244	$182,035 ▲	13.0%	8,490	0.5%	Aerospace
SUPER MICRO COMPUTER INC	$1,432,611	$167,614 ▼	-10.5%	29,231	0.4%	COM NEW
FNDX Schwab Fundamental U.S. Large Company ETF	$1,425,003	$144,319 ▲	11.3%	58,069	0.4%	ETF
REGN Regeneron Pharmaceuticals	$1,312,500		0.0%	2,500	0.4%	Medical
ADBE Adobe	$1,258,908	$445,686 ▼	-26.1%	3,254	0.4%	Computer and Technology
XLV Health Care Select Sector SPDR Fund	$1,137,658	$3,909 ▲	0.3%	8,440	0.3%	ETF
BKNG Booking	$1,128,902	$156,310 ▼	-12.2%	195	0.3%	Retail/Wholesale
VCSH Vanguard Short-Term Corporate Bond ETF	$1,112,304	$27,905 ▲	2.6%	13,991	0.3%	ETF
GPC Genuine Parts	$1,094,823	$197,978 ▼	-15.3%	9,025	0.3%	Retail/Wholesale
BE Bloom Energy	$1,092,187	$299,502 ▲	37.8%	45,660	0.3%	Energy
SPY SPDR S&P 500 ETF Trust	$1,047,102	$124,170 ▲	13.5%	1,695	0.3%	Finance
NVO Novo Nordisk A/S	$982,776	$128,032 ▼	-11.5%	14,239	0.3%	Medical
GLD SPDR Gold Shares	$895,895	$4,268 ▲	0.5%	2,939	0.3%	Finance
AMLP Alerian MLP ETF	$882,885	$7,671 ▲	0.9%	18,070	0.3%	ETF
COKE Coca-Cola Consolidated	$849,991	$775,632 ▲	1,043.1%	7,613	0.3%	Consumer Staples
IWD iShares Russell 1000 Value ETF	$841,599		0.0%	4,333	0.3%	ETF
VBR Vanguard Small-Cap Value ETF	$829,127	$19,500 ▼	-2.3%	4,252	0.2%	ETF
EFA iShares MSCI EAFE ETF	$821,610	$37,009 ▼	-4.3%	9,191	0.2%	Finance
IEO iShares U.S. Oil & Gas Exploration & Production ETF	$805,733	$25,783 ▼	-3.1%	9,094	0.2%	ETF
HEI Heico	$798,680		0.0%	2,435	0.2%	Aerospace
BCV Bancroft Fund	$771,908	$10,452 ▲	1.4%	40,842	0.2%	Finance
GDX VanEck Gold Miners ETF	$757,460	$12,026 ▼	-1.6%	14,550	0.2%	ETF
ORCL Oracle	$752,743	$7,652 ▼	-1.0%	3,443	0.2%	Computer and Technology
NVS Novartis	$725,092	$99,833 ▼	-12.1%	5,992	0.2%	Medical
GD General Dynamics	$688,026	$875 ▼	-0.1%	2,359	0.2%	Aerospace
EBAY eBay	$653,982	$149 ▲	0.0%	8,783	0.2%	Retail/Wholesale
XT iShares Exponential Technologies ETF	$634,948		0.0%	9,731	0.2%	Manufacturing
INFL Horizon Kinetics Inflation Beneficiaries ETF	$624,340	$2,699 ▲	0.4%	14,805	0.2%	ETF
GOOG Alphabet	$620,333		0.0%	3,497	0.2%	Computer and Technology
KLAC KLA	$619,852	$6,270 ▼	-1.0%	692	0.2%	Computer and Technology
FVD First Trust Value Line Dividend Index Fund	$617,912	$10,549 ▼	-1.7%	13,824	0.2%	ETF
SHY iShares 1-3 Year Treasury Bond ETF	$615,775	$4,060 ▲	0.7%	7,432	0.2%	Manufacturing
UL Unilever	$597,080	$107,843 ▼	-15.3%	9,761	0.2%	Consumer Staples
TIP iShares TIPS Bond ETF	$526,872	$4,842 ▲	0.9%	4,788	0.2%	ETF
AWP abrdn Global Premier Properties Fund	$526,723	$4,740 ▲	0.9%	133,011	0.2%	Financial Services
LGI Lazard Global Total Return and Income Fund	$523,261	$8,988 ▼	-1.7%	31,146	0.2%	Financial Services
DVY iShares Select Dividend ETF	$521,466	$28,424 ▼	-5.2%	3,926	0.2%	ETF
PFF iShares Preferred and Income Securities ETF	$520,301	$7,056 ▲	1.4%	16,959	0.2%	ETF
BAC Bank of America	$516,640	$142 ▼	0.0%	10,918	0.2%	Finance
SNY Sanofi	$511,651	$85,702 ▼	-14.3%	10,591	0.2%	Medical
ADI Analog Devices	$502,698	$16,185 ▲	3.3%	2,112	0.2%	Computer and Technology
USA Liberty All-Star Equity Fund	$502,128	$10,501 ▲	2.1%	73,734	0.2%	Finance
CSQ Calamos Strategic Total Return Fund	$486,982	$5,490 ▲	1.1%	26,699	0.1%	Financial Services
BK Bank of New York Mellon	$483,703	$1,184 ▼	-0.2%	5,309	0.1%	Finance
SCHD Schwab US Dividend Equity ETF	$481,797	$398 ▼	-0.1%	18,181	0.1%	ETF
RTX RTX	$479,968	$9,491 ▼	-1.9%	3,287	0.1%	Aerospace
FIX Comfort Systems USA	$474,010	$90,083 ▲	23.5%	884	0.1%	Construction
ADX Adams Diversified Equity Fund	$467,613	$8,945 ▲	2.0%	21,539	0.1%	Finance
WFC Wells Fargo & Company	$459,088	$1,042 ▼	-0.2%	5,730	0.1%	Finance
LMT Lockheed Martin	$455,267	$1,389 ▲	0.3%	983	0.1%	Aerospace
VTI Vanguard Total Stock Market ETF	$452,856		0.0%	1,490	0.1%	ETF
IJK iShares S&P Mid-Cap 400 Growth ETF	$446,075		0.0%	4,903	0.1%	ETF
JPM JPMorgan Chase & Co.	$442,113	$44,936 ▲	11.3%	1,525	0.1%	Finance
XLG Invesco S&P 500 Top 50 ETF	$438,209		0.0%	8,411	0.1%	ETF
SUB iShares Short-Term National Muni Bond ETF	$437,641	$7,338 ▼	-1.6%	4,115	0.1%	ETF
VGT Vanguard Information Technology ETF	$414,550	$1,327 ▼	-0.3%	625	0.1%	ETF
OMC Omnicom Group	$400,994	$16,906 ▲	4.4%	5,574	0.1%	Business Services
RQI Cohen & Steers Quality Income Realty Fund	$400,092	$6,810 ▲	1.7%	32,136	0.1%	Financial Services
IGE iShares North American Natural Resources ETF	$393,324	$2,345 ▲	0.6%	8,889	0.1%	ETF
GS The Goldman Sachs Group	$392,094		0.0%	554	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

About MarketBeat

MarketBeat Products

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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