Mezzasalma Advisors

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

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Positions held by Mezzasalma Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Mezzasalma Advisors

Companies in the Mezzasalma Advisors portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Tesla Motors (TSLA) 15.2 $24M -8% 36k 667.94
Alphabet Cap Stk Cl A (GOOGL) 5.4 $8.4M +12% 4.1k 2062.59
Apple (AAPL) 5.3 $8.2M +8% 67k 122.15
Facebook Cl A (FB) 4.2 $6.5M 22k 294.51
Logitech Intl S A SHS (LOGI) 3.9 $6.1M NEW 59k 104.50
Amazon (AMZN) 3.7 $5.8M +24% 1.9k 3094.33
Visa Com Cl A (V) 3.4 $5.3M 25k 211.73
Veeva Sys Cl A Com (VEEV) 3.2 $5.0M 19k 261.24
Zoom Video Communications In Cl A (ZM) 3.1 $4.9M 15k 321.31
Appian Corp Cl A (APPN) 3.0 $4.8M 36k 132.95
Pinterest Cl A (PINS) 2.8 $4.4M 59k 74.03
Paypal Holdings (PYPL) 2.7 $4.2M -2% 17k 242.84
Netflix (NFLX) 2.5 $3.9M 7.5k 521.70
IDEXX Laboratories (IDXX) 2.4 $3.7M -2% 7.6k 489.27

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Crowdstrike Hldgs Cl A (CRWD) 2.2 $3.5M 19k 182.54
Fortinet (FTNT) 2.0 $3.0M -2% 17k 184.42
Coupang Cl A 1.9 $2.9M NEW 59k 49.35
Moderna (MRNA) 1.8 $2.8M 22k 130.97
Cadence Design Systems (CDNS) 1.7 $2.6M -2% 19k 136.97
Chipotle Mexican Grill (CMG) 1.6 $2.5M -2% 1.8k 1420.67
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.6 $2.4M +2% 9.5k 255.45
Microsoft Corporation (MSFT) 1.3 $2.1M 8.9k 235.75
United Microelectronics Corp Spon Adr New (UMC) 1.3 $2.0M NEW 222k 9.11
Paysafe Ord 1.2 $1.9M NEW 139k 13.50
First Tr Exchange-traded Dj Internt Idx (FDN) 1.1 $1.6M -4% 7.5k 218.14
Lowe's Companies (LOW) 0.9 $1.5M -3% 7.6k 190.17
Okta Cl A (OKTA) 0.9 $1.3M 6.1k 220.42
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.9 $1.3M +6% 4.2k 319.11
Lemonade (LMND) 0.8 $1.2M NEW 13k 93.16
Fiverr Intl Ord Shs (FVRR) 0.7 $1.1M 5.3k 217.27
Ishares Tr U.s. Med Dvc Etf (IHI) 0.7 $1.1M -3% 3.4k 330.37
Uber Technologies (UBER) 0.7 $1.1M 20k 54.51
S&p Global (SPGI) 0.7 $1.1M 3.1k 352.96
Enbridge (ENB) 0.6 $989k 27k 36.39
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.6 $971k -2% 5.8k 168.05
Regeneron Pharmaceuticals (REGN) 0.6 $946k +100% 2.0k 473.00
Vanguard Whitehall Fds High Div Yld (VYM) 0.6 $915k 9.0k 101.12
HEICO Corporation (HEI) 0.6 $871k 6.9k 125.78
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.5 $753k 5.6k 134.51
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $751k 2.1k 364.39
Cisco Systems (CSCO) 0.5 $737k 14k 51.72
Verizon Communications (VZ) 0.4 $619k 11k 58.13
Johnson & Johnson (JNJ) 0.4 $578k -3% 3.5k 164.25
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.3 $521k 26k 20.13
Home Depot (HD) 0.3 $449k -66% 1.5k 305.44
Pepsi (PEP) 0.3 $438k 3.1k 141.52
American Express Company (AXP) 0.3 $427k 3.0k 141.53
First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.3 $427k 3.0k 144.21
Ishares Tr Msci Usa Mmentm (MTUM) 0.3 $416k +5% 2.6k 160.80
Lyft Cl A Com (LYFT) 0.3 $413k 6.5k 63.15
Sanofi Sponsored Adr (SNY) 0.3 $402k 8.1k 49.51
Ishares Tr Aggres Alloc Etf (AOA) 0.3 $396k 5.9k 66.93
Colgate-Palmolive Company (CL) 0.3 $391k 5.0k 78.88
Procter & Gamble Company (PG) 0.3 $391k 2.9k 135.53
Coca-Cola Company (KO) 0.2 $379k 7.2k 52.65
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.2 $365k -7% 2.9k 125.43
Spdr Ser Tr Msci Usa Strtgic (QUS) 0.2 $353k -3% 3.2k 111.08
Exxon Mobil Corporation (XOM) 0.2 $351k NEW 6.3k 55.76
Etfis Ser Tr I Virtus Reaves Ut (UTES) 0.2 $340k 8.2k 41.51
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $339k 2.0k 165.45
Alphabet Cap Stk Cl C (GOOG) 0.2 $333k 161.00 2068.32
Vanguard Index Fds Large Cap Etf (VV) 0.2 $330k 1.8k 185.29
At&t (T) 0.2 $330k 11k 30.31
Altria (MO) 0.2 $329k 6.4k 51.21
Pfizer (PFE) 0.2 $329k 9.1k 36.27
Wisdomtree Tr Us Largecap Fund (EPS) 0.2 $322k -4% 7.4k 43.33
JPMorgan Chase & Co. (JPM) 0.2 $318k 2.1k 152.30
International Business Machines (IBM) 0.2 $314k 2.4k 133.22
Hyliion Holdings Corp Common Stock (HYLN) 0.2 $307k 29k 10.67
Public Service Enterprise (PEG) 0.2 $289k 4.8k 60.27
Compass Minerals International (CMP) 0.2 $286k 4.6k 62.72
Ishares Tr Core S&p500 Etf (IVV) 0.2 $276k 695.00 397.12
Vanguard Index Fds Value Etf (VTV) 0.2 $276k 2.1k 131.30
Applied Materials (AMAT) 0.2 $267k NEW 2.0k 133.50
Lordstown Motors Corp Com Cl A (RIDE) 0.2 $265k 23k 11.75
Edwards Lifesciences (EW) 0.2 $260k 3.1k 83.74
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.2 $258k +21% 2.5k 101.98
Vanguard Index Fds Growth Etf (VUG) 0.2 $249k 967.00 257.50
Duke Energy Corp Com New (DUK) 0.2 $240k 2.5k 96.50
Comcast Corp Cl A (CMCSA) 0.2 $238k 4.4k 54.07
Texas Instruments Incorporated (TXN) 0.2 $236k 1.3k 188.80
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $235k -12% 2.3k 100.94
Spdr Ser Tr S&p1500momtilt (MMTM) 0.1 $233k -3% 1.4k 166.19
Wal-Mart Stores (WMT) 0.1 $224k 1.7k 135.76
Omni (OMC) 0.1 $220k NEW 3.0k 74.00
Target Corporation (TGT) 0.1 $218k NEW 1.1k 198.18
FedEx Corporation (FDX) 0.1 $213k NEW 750.00 284.00
Costco Wholesale Corporation (COST) 0.1 $211k 599.00 352.25
Spdr Ser Tr Aerospace Def (XAR) 0.1 $208k NEW 1.7k 125.30
Adobe Systems Incorporated (ADBE) 0.1 $207k 435.00 475.86
Starbucks Corporation (SBUX) 0.1 $205k 1.9k 109.04
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.1 $203k 4.0k 50.75
Arbor Realty Trust (ABR) 0.1 $183k 12k 15.94
Annaly Capital Management (NLY) 0.1 $132k 15k 8.62

Past Filings by Mezzasalma Advisors

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