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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, META, NVDA, AAPL, GOOGL, and represent 32.55% of Mezzasalma Advisors's stock portfolio.
Added to shares of these 10 stocks: BSV, JPST, TIP, VOO, PEG, GLD, SCHD, XLU, IJR, PDI.
Started 15 new stock positions in PFXF, LRGE, DEM, BCIM, XLU, BSV, VOX, PEG, NANR, IJR. BIPC, TY, JNJ, JPST, JEPI.
Reduced shares in these 10 stocks: LLY, META, NVDA, TRGP, TSLA, SMCI, GBIL, GPC, KLAC, BKNG.
Mezzasalma Advisors was a net buyer of stock by $20M.
Mezzasalma Advisors has $391M in assets under management (AUM), dropping by 17.29%.
Central Index Key (CIK): 0001864916

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Portfolio Holdings for Mezzasalma Advisors

Mezzasalma Advisors holds 160 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Tesla Motors (TSLA)	7.9	$31M		70k	444.72	View chart
Meta Platforms Cl A (META)	6.9	$27M		37k	734.38	View chart
NVIDIA Corporation (NVDA)	6.4	$25M		135k	186.58	View chart
Apple (AAPL)	5.7	$22M		87k	254.63	View chart
Alphabet Cap Stk Cl A (GOOGL)	5.6	$22M		90k	243.10	View chart
Arista Networks Com Shs (ANET)	3.9	$15M		104k	145.71	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	3.5	$14M		27k	502.74	View chart
Amazon (AMZN)	3.3	$13M		59k	219.57	View chart
Visa Com Cl A (V)	3.1	$12M		35k	341.38	View chart
Microsoft Corporation (MSFT)	2.9	$12M	+2%	22k	517.94	View chart
Netflix (NFLX)	2.3	$8.9M		7.4k	1198.92	View chart
Royal Caribbean Cruises (RCL)	2.1	$8.3M		26k	323.58	View chart
Charles Schwab Corporation (SCHW)	2.1	$8.1M		85k	95.47	View chart
Emcor (EME)	2.0	$7.9M		12k	649.54	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	1.4	$5.5M		20k	273.65	View chart
Select Sector Spdr Tr Technology (XLK)	1.2	$4.8M	+3%	17k	281.86	View chart
Costco Wholesale Corporation (COST)	1.2	$4.7M	+9%	5.0k	925.65	View chart
Bloom Energy Corp Com Cl A (BE)	1.1	$4.4M	+13%	52k	84.57	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	1.1	$4.4M		36k	120.50	View chart
Vanguard Index Fds Growth Etf (VUG)	1.1	$4.2M	+5%	8.7k	479.63	View chart
Eli Lilly & Co. (LLY)	1.0	$4.1M	-12%	5.4k	763.00	View chart
Schwab Strategic Tr Fundamental Us B (FNDB)	1.0	$3.8M		146k	25.74	View chart
Vertiv Holdings Com Cl A (VRT)	1.0	$3.7M	+5%	25k	150.86	View chart
Exxon Mobil Corporation (XOM)	0.9	$3.6M	+5%	32k	112.75	View chart
TransDigm Group Incorporated (TDG)	0.9	$3.5M		2.6k	1318.02	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$3.4M	+61%	5.6k	612.38	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.8	$3.3M		6.7k	490.38	View chart
Allstate Corporation (ALL)	0.8	$3.2M	+11%	15k	214.65	View chart
Targa Res Corp (TRGP)	0.8	$3.0M	-10%	18k	167.54	View chart
Carpenter Technology Corporation (CRS)	0.8	$3.0M	+4%	12k	245.54	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.8	$3.0M	+8%	4.5k	669.30	View chart
Ishares Tr S&p 100 Etf (OEF)	0.8	$3.0M	+5%	8.9k	332.84	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.8	$2.9M		9.0k	326.36	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.7	$2.9M	-5%	29k	100.23	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.7	$2.8M	NEW	36k	78.91	View chart
Sprouts Fmrs Mkt (SFM)	0.7	$2.7M	+10%	25k	108.80	View chart
Exelixis (EXEL)	0.7	$2.6M	+13%	64k	41.30	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.7	$2.6M	+4%	9.4k	279.29	View chart
Ishares Tr Tips Bd Etf (TIP)	0.6	$2.5M	+370%	23k	111.22	View chart
Palantir Technologies Cl A (PLTR)	0.6	$2.5M	+13%	14k	182.42	View chart
Progressive Corporation (PGR)	0.6	$2.4M	+9%	9.9k	246.95	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.6	$2.4M	NEW	47k	50.73	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$2.1M	+97%	5.8k	355.47	View chart
Ishares Silver Tr Ishares (SLV)	0.5	$2.1M		49k	42.37	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$2.0M		3.3k	600.31	View chart
Howmet Aerospace (HWM)	0.5	$1.9M	+14%	9.7k	196.23	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.4	$1.7M	+13%	66k	26.30	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$1.5M	+203%	55k	27.30	View chart
Regeneron Pharmaceuticals (REGN)	0.4	$1.4M		2.5k	562.27	View chart
Pimco Dynamic Income SHS (PDI)	0.3	$1.2M	+287%	63k	19.80	View chart
Super Micro Computer Com New (SMCI)	0.3	$1.2M	-15%	25k	47.94	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$1.2M	+2%	1.7k	666.25	View chart
Coca-Cola Bottling Co. Consolidated (COKE)	0.3	$1.1M	+26%	9.7k	117.16	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$1.1M		14k	79.93	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.3	$1.1M		15k	76.40	View chart
Adobe Systems Incorporated (ADBE)	0.3	$1.1M	-3%	3.1k	352.75	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.3	$1.1M	-6%	7.9k	139.17	View chart
Genuine Parts Company (GPC)	0.3	$1.1M	-13%	7.8k	138.60	View chart
Public Service Enterprise (PEG)	0.3	$1.0M	NEW	13k	83.46	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.3	$1.0M	NEW	12k	87.21	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$970k	NEW	8.2k	118.83	View chart
Oracle Corporation (ORCL)	0.2	$950k		3.4k	281.24	View chart
Booking Holdings (BKNG)	0.2	$934k	-11%	173.00	5399.27	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.2	$899k	+6%	19k	46.93	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$882k		4.3k	203.59	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$875k		4.2k	208.70	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$858k		9.2k	93.37	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$852k		3.5k	243.55	View chart
Bancroft Fund (BCV)	0.2	$850k	-4%	39k	21.88	View chart
Ishares Tr Us Oil Gs Ex Etf (IEO)	0.2	$840k		9.1k	92.60	View chart
Comfort Systems USA (FIX)	0.2	$824k	+13%	999.00	825.18	View chart
General Dynamics Corporation (GD)	0.2	$812k		2.4k	341.00	View chart
HEICO Corporation (HEI)	0.2	$786k		2.4k	322.82	View chart
Novartis Sponsored Adr (NVS)	0.2	$774k		6.0k	128.24	View chart
eBay (EBAY)	0.2	$726k	-9%	8.0k	90.95	View chart
Ishares Tr Future Exponenti (XT)	0.2	$700k		9.7k	71.94	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$681k	NEW	12k	57.10	View chart
Novo-nordisk A S Adr (NVO)	0.2	$673k	-14%	12k	55.49	View chart
Brookfield Infrastructure Com Sub Vtg A (BIPC)	0.2	$645k	NEW	16k	41.12	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$643k	+4%	7.8k	82.96	View chart
Listed Fds Tr Horizon Kinetics (INFL)	0.2	$641k	-3%	14k	44.69	View chart
Kla Corp Com New (KLAC)	0.2	$620k	-16%	575.00	1078.60	View chart
Unilever Spon Adr New (UL)	0.2	$600k	+3%	10k	59.28	View chart
First Tr Exchange-traded SHS (FVD)	0.2	$594k	-7%	13k	46.24	View chart
Bank of America Corporation (BAC)	0.1	$567k		11k	51.59	View chart
Bank of New York Mellon Corporation (BK)	0.1	$563k	-2%	5.2k	108.96	View chart
Sanofi Sa Sponsored Adr (SNY)	0.1	$560k	+12%	12k	47.20	View chart
Analog Devices (ADI)	0.1	$550k	+5%	2.2k	245.70	View chart
Lazard Global Total Return & Income Fund (LGI)	0.1	$549k		32k	17.30	View chart
Raytheon Technologies Corp (RTX)	0.1	$540k		3.2k	167.33	View chart
Abrdn Global Premier Pptys F Com Sh Ben Int (AWP)	0.1	$523k		132k	3.97	View chart
Lockheed Martin Corporation (LMT)	0.1	$514k	+4%	1.0k	499.21	View chart
Calamos Strategic Total Retu Com Sh Ben Int (CSQ)	0.1	$510k		27k	19.29	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$500k	-6%	16k	31.62	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$498k	-10%	3.5k	142.11	View chart
Omni (OMC)	0.1	$495k	+8%	6.1k	81.53	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$490k		1.5k	328.17	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$484k		8.4k	57.52	View chart
JPMorgan Chase & Co. (JPM)	0.1	$481k		1.5k	315.43	View chart
Wells Fargo & Company (WFC)	0.1	$480k		5.7k	83.82	View chart
Liberty All Star Equity Sh Ben Int (USA)	0.1	$480k	+2%	76k	6.34	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$470k		4.9k	95.89	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$467k		625.00	746.63	View chart
Adams Express Company (ADX)	0.1	$445k	-7%	20k	22.30	View chart
Goldman Sachs (GS)	0.1	$441k		554.00	796.35	View chart
Cohen & Steers Quality Income Realty (RQI)	0.1	$431k	+7%	35k	12.47	View chart
Ishares Tr North Amern Nat (IGE)	0.1	$429k		8.7k	49.05	View chart
Applied Materials (AMAT)	0.1	$422k		2.1k	204.74	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$420k	-4%	3.9k	106.77	View chart
Royce Value Trust (RVT)	0.1	$406k		25k	16.13	View chart
BlackRock Enhanced Dividend Achievers Tr (BDJ)	0.1	$400k		44k	9.11	View chart
Cambria Etf Tr Tail Risk (TAIL)	0.1	$398k	+24%	34k	11.83	View chart
Home Depot (HD)	0.1	$394k	+48%	972.00	405.19	View chart
BlackRock Credit All Inc Trust IV (BTZ)	0.1	$388k	-2%	35k	11.05	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$387k		11k	36.55	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$377k		3.4k	111.47	View chart
Cohen & Steers infrastucture Fund (UTF)	0.1	$371k	+8%	15k	24.80	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$367k		2.6k	140.93	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$354k		2.7k	129.72	View chart
Pimco Etf Tr Enhancd Short (EMNT)	0.1	$339k		3.4k	98.87	View chart
Philip Morris International (PM)	0.1	$339k	+24%	2.1k	162.20	View chart
Legg Mason Etf Invt Clearbridge Lrg (LRGE)	0.1	$335k	NEW	4.0k	83.35	View chart
Coca-Cola Company (KO)	0.1	$334k		5.0k	66.33	View chart
Procter & Gamble Company (PG)	0.1	$331k	+3%	2.2k	153.65	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$324k	NEW	7.1k	45.99	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$323k		1.0k	320.04	View chart
Hancock John Prem Divid Com Sh Ben Int (PDT)	0.1	$313k		23k	13.34	View chart
John Hancock Tax-Advantage Dvd Incom (HTD)	0.1	$304k		12k	24.80	View chart
Abrdn Asia Pacific Income Fu Com New (FAX)	0.1	$283k		17k	16.29	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.1	$283k		3.2k	89.61	View chart
Spotify Technology S A SHS (SPOT)	0.1	$279k	+33%	400.00	698.00	View chart
Western Asst Infltn Lkd Inm Com Sh Ben Int (WIA)	0.1	$279k		33k	8.42	View chart
Pepsi (PEP)	0.1	$277k		2.0k	140.46	View chart
Ishares Tr Us Telecom Etf (IYZ)	0.1	$274k		8.5k	32.26	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$272k	-2%	5.3k	51.09	View chart
Wisdomtree Tr Us Ai Enhanced (AIVL)	0.1	$268k		2.3k	114.27	View chart
Putnam Premier Income Tr Sh Ben Int (PPT)	0.1	$265k	-2%	72k	3.69	View chart
Altria (MO)	0.1	$262k	+5%	4.0k	66.06	View chart
WPP Adr (WPP)	0.1	$258k	+37%	10k	25.05	View chart
S&p Global (SPGI)	0.1	$257k		527.00	486.71	View chart
Kimco Realty Corporation (KIM)	0.1	$245k		11k	21.85	View chart
Abrdn Etfs Bbg Industrl Met (BCIM)	0.1	$242k	NEW	11k	21.65	View chart
Spdr Series Trust S&p Kensho New (KOMP)	0.1	$235k		3.8k	62.26	View chart
Blackrock Tax Municpal Bd Tr SHS (BBN)	0.1	$235k	-7%	14k	16.60	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$222k		928.00	239.64	View chart
Johnson & Johnson (JNJ)	0.1	$222k	NEW	1.2k	185.38	View chart
Cisco Systems (CSCO)	0.1	$220k	+4%	3.2k	68.42	View chart
Wisdomtree Tr Interntnl Ai Enh (AIVI)	0.1	$219k		4.4k	49.63	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$218k		2.2k	100.68	View chart
Vanguard World Utilities Etf (VPU)	0.1	$216k		1.1k	189.47	View chart
Tri-Continental Corporation (TY)	0.1	$214k	NEW	6.3k	34.00	View chart
Lowe's Companies (LOW)	0.1	$211k	-20%	839.00	251.31	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.1	$209k	NEW	12k	17.77	View chart
Nushares Etf Tr Nuveen Shrt Term (NURE)	0.1	$207k		7.2k	28.79	View chart
Spdr Index Shs Fds S&p North Amer (NANR)	0.1	$205k	NEW	3.2k	64.60	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.1	$203k	-6%	18k	11.39	View chart
Vanguard World Comm Srvc Etf (VOX)	0.1	$200k	NEW	1.1k	187.76	View chart
Putnam Master Inter Income T Sh Ben Int (PIM)	0.0	$193k	-5%	56k	3.44	View chart
BlackRock Global Energy & Resources Trus (BGR)	0.0	$153k		11k	13.57	View chart
Wstrn Ast Clymr Infltn Lkd Opts & Inc (WIW)	0.0	$101k	+2%	11k	8.89	View chart

Past Filings by Mezzasalma Advisors

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

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
Mezzasalma Advisors 2021 Q4 filed Jan. 31, 2022

View all past filings

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