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Mezzasalma Advisors

Latest statistics and disclosures from Mezzasalma Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are TSLA, GOOGL, NVDA, AAPL, META, and represent 31.48% of Mezzasalma Advisors's stock portfolio.
Added to shares of these 10 stocks: NFLX (+$6.5M), XLK, HOOD, TIP, BE, VUG, VEA, XLU, AAPL, ALL.
Started 11 new stock positions in STPZ, PFFA, YBTC, ANGL, UL, SATS, HOOD, AS, VEA, AMZA. AXP.
Reduced shares in these 10 stocks: SFM, PGR, TSLA, GOOGL, IJR, PDI, VOO, SCHD, LLY, JEPI.
Sold out of its positions in BCIM, BIPC, IJR, JEPI, LRGE, LOW, NVO, SFM, Unilever, DEM.
Mezzasalma Advisors was a net buyer of stock by $35M.
Mezzasalma Advisors has $416M in assets under management (AUM), dropping by 6.54%.
Central Index Key (CIK): 0001864916

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Portfolio Holdings for Mezzasalma Advisors

Mezzasalma Advisors holds 161 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Tesla Motors (TSLA)	7.0	$29M	-4%	67k	438.07	View chart
Alphabet Cap Stk Cl A (GOOGL)	6.6	$27M	-3%	87k	315.15	View chart
NVIDIA Corporation (NVDA)	6.1	$26M		135k	188.85	View chart
Apple (AAPL)	6.1	$25M	+7%	94k	271.06	View chart
Meta Platforms Cl A (META)	5.7	$24M		36k	650.42	View chart
Amazon (AMZN)	3.6	$15M	+10%	66k	226.50	View chart
Arista Networks Com Shs (ANET)	3.4	$14M	+3%	107k	133.60	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	3.4	$14M	+3%	28k	496.85	View chart
Visa Com Cl A (V)	3.0	$12M		36k	346.48	View chart
Microsoft Corporation (MSFT)	2.5	$11M		22k	472.93	View chart
Charles Schwab Corporation (SCHW)	2.1	$8.7M		86k	101.57	View chart
Emcor (EME)	1.9	$8.0M	+3%	13k	638.65	View chart
Royal Caribbean Cruises (RCL)	1.8	$7.4M		26k	283.26	View chart
Bloom Energy Corp Com Cl A (BE)	1.8	$7.4M	+45%	75k	98.69	View chart
Netflix (NFLX)	1.7	$7.2M	+967%	79k	90.99	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	1.3	$5.5M	+46%	30k	186.29	View chart
Eli Lilly & Co. (LLY)	1.2	$5.1M	-11%	4.7k	1080.36	View chart
Ishares Tr Tips Bd Etf (TIP)	1.2	$5.1M	+106%	46k	109.86	View chart
Allstate Corporation (ALL)	1.2	$4.9M	+58%	24k	203.82	View chart
Select Sector Spdr Tr State Street Tec (XLK)	1.1	$4.7M	+152%	43k	110.53	View chart
Vertiv Holdings Com Cl A (VRT)	1.1	$4.6M	+4%	26k	175.61	View chart
Costco Wholesale Corporation (COST)	1.1	$4.5M	+5%	5.3k	854.53	View chart
Carpenter Technology Corporation (CRS)	1.1	$4.5M	+7%	13k	338.34	View chart
Vanguard Index Fds Growth Etf (VUG)	1.0	$4.3M	+108%	18k	236.84	View chart
Exxon Mobil Corporation (XOM)	1.0	$4.3M	+8%	35k	122.65	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	1.0	$4.3M	+15%	42k	102.42	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.0	$4.1M	+70%	81k	50.62	View chart
TransDigm Group Incorporated (TDG)	0.9	$3.9M	+8%	2.8k	1358.55	View chart
Schwab Strategic Tr Fundamental Us B (FNDB)	0.9	$3.8M	+2%	150k	25.66	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.8	$3.5M	+14%	5.1k	686.19	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.8	$3.4M	+13%	11k	319.61	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.8	$3.4M	+67%	15k	222.95	View chart
Ishares Tr S&p 100 Etf (OEF)	0.8	$3.3M	+118%	19k	167.46	View chart
Palantir Technologies Cl A (PLTR)	0.8	$3.2M	+42%	19k	167.86	View chart
Exelixis (EXEL)	0.8	$3.1M	+12%	72k	43.58	View chart
Ishares Silver Tr Ishares (SLV)	0.7	$3.1M	-2%	47k	65.54	View chart
Targa Res Corp (TRGP)	0.7	$3.0M	-10%	16k	186.77	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.7	$2.9M	-2%	6.5k	453.58	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.7	$2.9M		29k	99.96	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$2.7M	-22%	4.3k	628.34	View chart
Robinhood Mkts Com Cl A (HOOD)	0.6	$2.7M	NEW	23k	115.21	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.6	$2.5M	+407%	59k	43.18	View chart
Howmet Aerospace (HWM)	0.6	$2.5M	+22%	12k	211.71	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.5	$2.2M	-23%	28k	78.80	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$2.1M	NEW	33k	63.20	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$2.0M		3.3k	613.17	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.5	$2.0M	+19%	79k	25.25	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.5	$2.0M	+840%	111k	17.89	View chart
Regeneron Pharmaceuticals (REGN)	0.5	$1.9M		2.5k	776.31	View chart
Coca-Cola Bottling Co. Consolidated (COKE)	0.5	$1.9M	+29%	13k	149.84	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$1.9M	-19%	4.7k	398.18	View chart
Echostar Corp Cl A (SATS)	0.4	$1.6M	NEW	14k	112.18	View chart
Comfort Systems USA (FIX)	0.4	$1.6M	+55%	1.6k	1003.64	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$1.3M	+11%	1.9k	683.07	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.3	$1.2M	+36%	26k	47.36	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.3	$1.2M		7.9k	155.40	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.3	$1.2M	-3%	14k	85.73	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$1.1M		14k	79.75	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$1.1M	-2%	3.4k	315.32	View chart
Public Service Enterprise (PEG)	0.2	$993k		12k	80.99	View chart
Amer Sports Com Shs (AS)	0.2	$989k	NEW	26k	37.50	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$931k	+88%	30k	31.25	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$928k	+4%	9.6k	96.89	View chart
Genuine Parts Company (GPC)	0.2	$920k	-5%	7.4k	124.00	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$920k		4.3k	212.20	View chart
Adobe Systems Incorporated (ADBE)	0.2	$912k	-12%	2.7k	333.30	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$906k		4.2k	214.26	View chart
Booking Holdings (BKNG)	0.2	$894k	-2%	168.00	5323.42	View chart
Novartis Sponsored Adr (NVS)	0.2	$881k	+5%	6.4k	138.54	View chart
Bancroft Fund (BCV)	0.2	$866k		39k	22.01	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$861k	+295%	8.6k	100.36	View chart
General Dynamics Corporation (GD)	0.2	$825k		2.4k	343.40	View chart
HEICO Corporation (HEI)	0.2	$802k		2.4k	329.31	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$734k	-52%	27k	27.73	View chart
Ishares Tr Us Oil Gs Ex Etf (IEO)	0.2	$723k	-12%	7.9k	91.04	View chart
Kla Corp Com New (KLAC)	0.2	$714k	-2%	560.00	1274.47	View chart
eBay (EBAY)	0.2	$692k		7.9k	87.06	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$690k	+7%	8.3k	82.85	View chart
Ishares Tr Future Exponenti (XT)	0.2	$683k		9.7k	70.21	View chart
Super Micro Computer Com New (SMCI)	0.2	$680k	-11%	22k	30.96	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.2	$673k	NEW	23k	29.40	View chart
Analog Devices (ADI)	0.2	$658k	+7%	2.4k	273.74	View chart
Oracle Corporation (ORCL)	0.2	$654k		3.3k	195.71	View chart
Listed Fds Tr Horizon Kinetics (INFL)	0.2	$642k		14k	44.69	View chart
Bank of America Corporation (BAC)	0.2	$628k	+2%	11k	55.95	View chart
Raytheon Technologies Corp (RTX)	0.1	$610k		3.3k	187.25	View chart
Bank of New York Mellon Corporation (BK)	0.1	$604k		5.2k	117.04	View chart
Sanofi Sa Sponsored Adr (SNY)	0.1	$597k	+4%	12k	48.23	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$597k		13k	46.18	View chart
Pimco Etf Tr Enhancd Short (EMNT)	0.1	$572k	+68%	5.8k	98.63	View chart
Unilever Spon Adr New (UL)	0.1	$567k	NEW	8.7k	65.05	View chart
Lazard Global Total Return & Income Fund (LGI)	0.1	$565k		32k	17.45	View chart
Wells Fargo & Company (WFC)	0.1	$556k		5.8k	95.20	View chart
Applied Materials (AMAT)	0.1	$554k		2.1k	268.87	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$553k	+10%	1.6k	336.35	View chart
Lockheed Martin Corporation (LMT)	0.1	$534k	+4%	1.1k	497.07	View chart
Omni (OMC)	0.1	$522k	+5%	6.4k	81.32	View chart
Abrdn Global Premier Pptys F Com Sh Ben Int (AWP)	0.1	$518k	+2%	135k	3.84	View chart
Calamos Strategic Total Retu Com Sh Ben Int (CSQ)	0.1	$512k		27k	19.17	View chart
Goldman Sachs (GS)	0.1	$507k		554.00	914.34	View chart
Cohen & Steers infrastucture Fund (UTF)	0.1	$505k	+37%	21k	24.47	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$505k		3.5k	142.62	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$497k		8.4k	59.14	View chart
JPMorgan Chase & Co. (JPM)	0.1	$496k		1.5k	325.48	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$482k		4.9k	98.39	View chart
Liberty All Star Equity Sh Ben Int (USA)	0.1	$482k		77k	6.28	View chart
Cohen & Steers Quality Income Realty (RQI)	0.1	$474k	+19%	41k	11.46	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$473k		625.00	755.98	View chart
Adams Express Company (ADX)	0.1	$472k		20k	23.25	View chart
Etfis Ser Tr I Virtus Infrcap (PFFA)	0.1	$453k	NEW	21k	21.71	View chart
Ishares Tr North Amern Nat (IGE)	0.1	$449k		8.8k	51.00	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$429k		11k	39.95	View chart
BlackRock Enhanced Dividend Achievers Tr (BDJ)	0.1	$424k	+2%	45k	9.42	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$422k		4.0k	106.72	View chart
Royce Value Trust (RVT)	0.1	$401k		25k	16.11	View chart
Cambria Etf Tr Tail Risk (TAIL)	0.1	$390k		34k	11.48	View chart
BlackRock Credit All Inc Trust IV (BTZ)	0.1	$388k	+2%	36k	10.80	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$377k		2.6k	144.74	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$373k		3.4k	110.16	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$363k		2.7k	133.07	View chart
Coca-Cola Company (KO)	0.1	$348k		5.0k	69.13	View chart
Philip Morris International (PM)	0.1	$335k		2.1k	160.30	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$330k		1.0k	327.12	View chart
Progressive Corporation (PGR)	0.1	$329k	-84%	1.6k	212.12	View chart
Home Depot (HD)	0.1	$328k	-2%	947.00	345.82	View chart
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)	0.1	$310k	NEW	5.8k	53.62	View chart
Etfis Ser Tr I Infrac Act Mlp (AMZA)	0.1	$308k	NEW	7.7k	40.25	View chart
Hancock John Prem Divid Com Sh Ben Int (PDT)	0.1	$304k		24k	12.73	View chart
John Hancock Tax-Advantage Dvd Incom (HTD)	0.1	$298k		13k	23.81	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.1	$292k	+100%	6.3k	46.12	View chart
Procter & Gamble Company (PG)	0.1	$290k	-5%	2.0k	141.95	View chart
Ishares Tr Us Telecom Etf (IYZ)	0.1	$290k		8.5k	34.00	View chart
Western Asst Infltn Lkd Inm Com Sh Ben Int (WIA)	0.1	$277k		34k	8.24	View chart
Wisdomtree Tr Us Ai Enhanced (AIVL)	0.1	$272k		2.4k	115.15	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$271k		5.3k	50.86	View chart
Abrdn Asia Pacific Income Fu Com New (FAX)	0.1	$270k		18k	15.27	View chart
Putnam Premier Income Tr Sh Ben Int (PPT)	0.1	$259k		73k	3.55	View chart
S&p Global (SPGI)	0.1	$257k	-4%	502.00	512.66	View chart
Pepsi (PEP)	0.1	$252k	-10%	1.8k	142.35	View chart
Cisco Systems (CSCO)	0.1	$245k		3.2k	76.04	View chart
WPP Adr (WPP)	0.1	$236k		10k	22.91	View chart
Altria (MO)	0.1	$235k	+3%	4.1k	57.31	View chart
Blackrock Tax Municpal Bd Tr SHS (BBN)	0.1	$234k		14k	16.31	View chart
Wisdomtree Tr Interntnl Ai Enh (AIVI)	0.1	$233k		4.5k	52.23	View chart
Spdr Series Trust State Street Spd (KOMP)	0.1	$232k		3.8k	61.40	View chart
Spotify Technology S A SHS (SPOT)	0.1	$230k		400.00	575.00	View chart
Pimco Dynamic Income SHS (PDI)	0.1	$229k	-79%	13k	17.93	View chart
Johnson & Johnson (JNJ)	0.1	$226k	-8%	1.1k	207.28	View chart
Kimco Realty Corporation (KIM)	0.1	$225k		11k	20.08	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$220k	+100%	1.9k	118.35	View chart
Spdr Index Shs Fds S&p North Amer (NANR)	0.1	$219k		3.2k	69.00	View chart
Vanguard World Utilities Etf (VPU)	0.1	$214k		1.2k	186.40	View chart
American Express Company (AXP)	0.1	$213k	NEW	572.00	372.68	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.1	$212k	+2%	18k	11.65	View chart
Vanguard World Comm Srvc Etf (VOX)	0.0	$207k		1.1k	193.00	View chart
Tri-Continental Corporation (TY)	0.0	$204k		6.2k	32.63	View chart
Nushares Etf Tr Nuveen Shrt Term (NURE)	0.0	$203k		7.2k	28.18	View chart
Putnam Master Inter Income T Sh Ben Int (PIM)	0.0	$178k	-4%	54k	3.33	View chart
BlackRock Global Energy & Resources Trus (BGR)	0.0	$158k		11k	13.88	View chart
Wstrn Ast Clymr Infltn Lkd Opts & Inc (WIW)	0.0	$99k	+2%	12k	8.58	View chart
Roundhill Etf Trust Bitcoin Covered Call Option (YBTC)	0.0	$34k	NEW	116k	0.29	View chart

Past Filings by Mezzasalma Advisors

SEC 13F filings are viewable for Mezzasalma Advisors going back to 2021

Mezzasalma Advisors 2025 Q4 filed Jan. 21, 2026
Mezzasalma Advisors 2025 Q3 filed Oct. 16, 2025
Mezzasalma Advisors 2025 Q2 filed July 29, 2025
Mezzasalma Advisors 2025 Q1 filed April 18, 2025
Mezzasalma Advisors 2024 Q4 filed Jan. 28, 2025
Mezzasalma Advisors 2024 Q3 filed Oct. 16, 2024
Mezzasalma Advisors 2024 Q2 filed July 30, 2024
Mezzasalma Advisors 2024 Q1 filed April 19, 2024
Mezzasalma Advisors 2023 Q4 filed Jan. 12, 2024
Mezzasalma Advisors 2023 Q3 filed Nov. 16, 2023
Mezzasalma Advisors 2023 Q2 filed Aug. 3, 2023
Mezzasalma Advisors 2023 Q1 filed May 15, 2023
Mezzasalma Advisors 2022 Q4 filed Feb. 28, 2023
Mezzasalma Advisors 2022 Q3 filed Oct. 24, 2022
Mezzasalma Advisors 2022 Q2 filed July 13, 2022
Mezzasalma Advisors 2022 Q1 filed April 26, 2022

View all past filings

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