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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, AAPL, NVDA, META, and represent 30.22% of Mezzasalma Advisors's stock portfolio.
Added to shares of these 10 stocks: CLS, MU, KRMN, ESLT, AS, BE, IVV, BRK.B, SATS, BCI.
Started 11 new stock positions in CLS, GLW, ET.PI, KGC, AWP, MU, KRMN, MPC, WMT, ESLT. BCI.
Reduced shares in these 10 stocks: ALL, TIP, JPST, HOOD, LLY, , BSV, VEA, EXEL, PFXF.
Sold out of its positions in Alpine Global Premier Pptys Fd Com Sbi cef, ALL, MO, AXP, AMZA, PFFA, JPST, NURE, HOOD, YBTC. XLY, XLU, TY, BSV, VEA, VOX, SPOT.
Mezzasalma Advisors was a net seller of stock by $-11M.
Mezzasalma Advisors has $391M in assets under management (AUM), dropping by -5.98%.
Central Index Key (CIK): 0001864916

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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

Mezzasalma Advisors holds 155 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Tesla Motors (TSLA)	6.4	$25M		67k	371.75	View chart
Alphabet Cap Stk Cl A (GOOGL)	6.3	$25M		85k	287.56	View chart
Apple (AAPL)	6.2	$24M		95k	253.79	View chart
NVIDIA Corporation (NVDA)	6.0	$24M		135k	174.40	View chart
Meta Platforms Cl A (META)	5.4	$21M		37k	572.12	View chart
Amazon (AMZN)	3.6	$14M	+3%	68k	208.27	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	3.6	$14M	+4%	30k	479.20	View chart
Arista Networks Com Shs (ANET)	3.4	$13M		109k	122.78	View chart
Visa Com Cl A (V)	2.9	$11M	+3%	37k	302.24	View chart
Bloom Energy Corp Com Cl A (BE)	2.8	$11M	+6%	80k	135.49	View chart
Emcor (EME)	2.4	$9.6M	+3%	13k	738.31	View chart
Microsoft Corporation (MSFT)	2.2	$8.7M	+4%	23k	370.17	View chart
Charles Schwab Corporation (SCHW)	2.1	$8.3M	+3%	89k	93.98	View chart
Netflix (NFLX)	2.0	$8.0M	+4%	83k	96.15	View chart
Royal Caribbean Cruises (RCL)	1.9	$7.4M	+2%	27k	275.18	View chart
Vertiv Holdings Com Cl A (VRT)	1.7	$6.8M	+4%	27k	250.58	View chart
Exxon Mobil Corporation (XOM)	1.6	$6.4M	+8%	38k	169.66	View chart
Costco Wholesale Corporation (COST)	1.5	$5.8M	+10%	5.9k	996.45	View chart
Carpenter Technology Corporation (CRS)	1.4	$5.6M	+7%	14k	394.15	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	1.3	$4.9M	+2%	31k	161.94	View chart
Select Sector Spdr Tr State Street Tec (XLK)	1.1	$4.3M		43k	98.92	View chart
Vanguard Index Fds Growth Etf (VUG)	1.0	$4.1M	+9%	20k	206.12	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.0	$4.0M	+18%	6.1k	653.21	View chart
Targa Res Corp (TRGP)	1.0	$3.9M	-3%	16k	250.74	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	1.0	$3.9M	+8%	12k	337.95	View chart
Schwab Strategic Tr Fundamental Us B (FNDB)	0.9	$3.7M	-3%	144k	25.80	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.9	$3.7M	-2%	41k	90.63	View chart
TransDigm Group Incorporated (TDG)	0.9	$3.5M	+6%	3.0k	1158.96	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.9	$3.4M	+4%	16k	216.52	View chart
Palantir Technologies Cl A (PLTR)	0.8	$3.3M	+17%	23k	146.28	View chart
Ishares Tr S&p 100 Etf (OEF)	0.8	$3.2M	+7%	21k	153.88	View chart
Howmet Aerospace (HWM)	0.8	$3.1M	+14%	14k	230.46	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$3.1M	+19%	5.2k	597.60	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.7	$2.9M		29k	100.19	View chart
Coca-Cola Bottling Co. Consolidated (COKE)	0.7	$2.9M	+19%	15k	191.74	View chart
Celestica (CLS)	0.7	$2.8M	NEW	10k	281.68	View chart
Ishares Silver Tr Ishares (SLV)	0.7	$2.7M	-14%	40k	68.14	View chart
Comfort Systems USA (FIX)	0.7	$2.7M	+27%	2.0k	1378.99	View chart
Amer Sports Com Shs (AS)	0.6	$2.4M	+176%	73k	32.92	View chart
Micron Technology (MU)	0.6	$2.4M	NEW	7.1k	337.84	View chart
Echostar Corp Cl A (SATS)	0.6	$2.3M	+36%	20k	117.07	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.5	$2.1M	+5%	84k	25.35	View chart
Regeneron Pharmaceuticals (REGN)	0.5	$1.9M		2.5k	772.64	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$1.9M		3.2k	577.10	View chart
Karman Hldgs Common Stock (KRMN)	0.5	$1.8M	NEW	23k	80.05	View chart
Elbit Sys Ord (ESLT)	0.5	$1.8M	NEW	2.1k	849.09	View chart
Eli Lilly & Co. (LLY)	0.4	$1.7M	-60%	1.9k	919.77	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.4	$1.4M		26k	52.64	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.3	$1.3M		14k	91.77	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.3	$1.3M		1.9k	650.31	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.3	$1.2M	-51%	3.1k	390.41	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$1.1M	-43%	2.7k	430.29	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.3	$1.1M		7.8k	146.61	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$1.1M		14k	79.27	View chart
Novartis Sponsored Adr (NVS)	0.3	$1.0M	+4%	6.7k	152.75	View chart
Exelixis (EXEL)	0.3	$1.0M	-66%	24k	42.89	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$1.0M	+2%	3.5k	286.86	View chart
Public Service Enterprise (PEG)	0.3	$993k		12k	80.95	View chart
Listed Fds Tr Horizon Kinetics (INFL)	0.2	$947k	+26%	18k	52.06	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$930k		9.6k	97.13	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$926k		4.3k	213.67	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$923k		4.2k	217.25	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$886k	+2%	8.8k	100.57	View chart
General Dynamics Corporation (GD)	0.2	$878k	+6%	2.6k	343.22	View chart
Ishares Tr Us Oil Gs Ex Etf (IEO)	0.2	$869k	-12%	7.0k	124.90	View chart
Bancroft Fund (BCV)	0.2	$859k		40k	21.54	View chart
Kla Corp Com New (KLAC)	0.2	$825k		560.00	1472.41	View chart
Analog Devices (ADI)	0.2	$809k	+5%	2.5k	318.14	View chart
Genuine Parts Company (GPC)	0.2	$775k		7.3k	105.75	View chart
eBay (EBAY)	0.2	$775k	+7%	8.5k	91.02	View chart
Applied Materials (AMAT)	0.2	$704k		2.1k	341.79	View chart
Lockheed Martin Corporation (LMT)	0.2	$696k	+7%	1.2k	604.39	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$692k		8.4k	82.57	View chart
Booking Holdings (BKNG)	0.2	$686k	-2%	163.00	4210.50	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$683k	-15%	22k	30.68	View chart
Raytheon Technologies Corp (RTX)	0.2	$673k	+7%	3.5k	192.90	View chart
Bank of New York Mellon Corporation (BK)	0.2	$673k	+9%	5.7k	118.63	View chart
HEICO Corporation (HEI)	0.2	$668k		2.4k	274.20	View chart
Ishares Tr Future Exponenti (XT)	0.2	$663k		9.7k	68.15	View chart
Sanofi Sa Sponsored Adr (SNY)	0.2	$656k	+9%	14k	48.18	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.2	$646k		23k	28.72	View chart
First Tr Exchange-traded SHS (FVD)	0.2	$611k		13k	47.03	View chart
Bank of America Corporation (BAC)	0.2	$601k	+9%	12k	48.75	View chart
Adobe Systems Incorporated (ADBE)	0.2	$593k	-10%	2.4k	243.08	View chart
Abrdn Etfs Bbrg All Comd K1 (BCI)	0.1	$585k	NEW	24k	24.29	View chart
Unilever Spon Adr New (UL)	0.1	$571k	+15%	10k	56.97	View chart
Pimco Etf Tr Enhancd Short (EMNT)	0.1	$563k		5.7k	98.92	View chart
Ishares Tr North Amern Nat (IGE)	0.1	$556k		8.8k	62.94	View chart
Omni (OMC)	0.1	$550k	+13%	7.3k	75.31	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$539k		3.6k	151.43	View chart
Cohen & Steers infrastucture Fund (UTF)	0.1	$538k		21k	25.88	View chart
Oracle Corporation (ORCL)	0.1	$534k	+8%	3.6k	147.11	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$527k		1.6k	320.87	View chart
Lazard Global Total Return & Income Fund (LGI)	0.1	$526k		33k	16.09	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$525k	-89%	4.8k	110.35	View chart
Cohen & Steers Quality Income Realty (RQI)	0.1	$516k	+3%	43k	12.05	View chart
Abrdn Global Premier Pptys F Com Sh Ben Int (AWP)	0.1	$515k	NEW	47k	11.05	View chart
Energy Transfer 9.250% Fxd Pfd I (ET.PI)	0.1	$513k	NEW	44k	11.57	View chart
Wells Fargo & Company (WFC)	0.1	$505k	+8%	6.3k	79.61	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$493k		4.9k	100.62	View chart
Super Micro Computer Com New (SMCI)	0.1	$492k		22k	22.77	View chart
Goldman Sachs (GS)	0.1	$469k		554.00	845.99	View chart
Calamos Strategic Total Retu Com Sh Ben Int (CSQ)	0.1	$463k		27k	17.12	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$459k		11k	42.56	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$459k		8.4k	54.55	View chart
Adams Express Company (ADX)	0.1	$452k		21k	21.89	View chart
JPMorgan Chase & Co. (JPM)	0.1	$441k		1.5k	294.16	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$436k		625.00	697.72	View chart
Liberty All Star Equity Sh Ben Int (USA)	0.1	$427k		77k	5.55	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$421k	-53%	14k	30.32	View chart
Royce Value Trust (RVT)	0.1	$420k		25k	16.60	View chart
Cambria Etf Tr Tail Risk (TAIL)	0.1	$400k		34k	11.71	View chart
BlackRock Enhanced Dividend Achievers Tr (BDJ)	0.1	$395k		46k	8.62	View chart
Coca-Cola Company (KO)	0.1	$383k		5.0k	76.06	View chart
BlackRock Credit All Inc Trust IV (BTZ)	0.1	$372k	+2%	37k	10.10	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$371k	-3%	2.5k	148.08	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$369k		3.4k	108.99	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$362k	-14%	3.4k	106.50	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$361k		2.7k	132.50	View chart
Philip Morris International (PM)	0.1	$344k		2.1k	165.34	View chart
Ishares Tr Us Telecom Etf (IYZ)	0.1	$336k		8.5k	39.32	View chart
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)	0.1	$332k	+6%	6.1k	54.11	View chart
Hancock John Prem Divid Com Sh Ben Int (PDT)	0.1	$319k		24k	13.10	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.1	$317k		6.3k	49.97	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$316k		1.0k	313.81	View chart
John Hancock Tax-Advantage Dvd Incom (HTD)	0.1	$316k		13k	24.77	View chart
Home Depot (HD)	0.1	$312k		947.00	328.89	View chart
Procter & Gamble Company (PG)	0.1	$293k		2.0k	144.47	View chart
Pepsi (PEP)	0.1	$276k		1.8k	155.30	View chart
Western Asset Inflt Lnk Com Sh Ben Int (WIA)	0.1	$276k		34k	8.08	View chart
Wisdomtree Tr Us Ai Enhanced (AIVL)	0.1	$274k		2.4k	115.70	View chart
Spdr Index Shs Fds State Street Spd (NANR)	0.1	$267k		3.2k	84.00	View chart
Putnam Premier Income Tr Sh Ben Int (PPT)	0.1	$264k		74k	3.55	View chart
Abrdn Asia Pacific Income Fu Com New (FAX)	0.1	$264k	+3%	18k	14.42	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$262k	-3%	5.1k	50.95	View chart
Progressive Corporation (PGR)	0.1	$261k	-15%	1.3k	198.24	View chart
Johnson & Johnson (JNJ)	0.1	$261k	-2%	1.1k	244.37	View chart
Marathon Petroleum Corp (MPC)	0.1	$259k	NEW	1.1k	244.18	View chart
Kimco Realty Corporation (KIM)	0.1	$252k		11k	22.47	View chart
Cisco Systems (CSCO)	0.1	$249k		3.2k	77.58	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.1	$247k	-87%	14k	17.54	View chart
Wisdomtree Tr Interntnl Ai Enh (AIVI)	0.1	$242k		4.5k	54.12	View chart
Blackrock Tax Municpal Bd Tr SHS (BBN)	0.1	$235k		15k	16.17	View chart
Vanguard World Utilities Etf (VPU)	0.1	$229k		1.2k	198.18	View chart
Corning Incorporated (GLW)	0.1	$228k	NEW	1.7k	135.98	View chart
Spdr Series Trust State Street Spd (KOMP)	0.1	$221k		3.8k	58.48	View chart
Wal-Mart Stores (WMT)	0.1	$216k	NEW	1.7k	124.28	View chart
S&p Global (SPGI)	0.1	$214k		502.00	425.34	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.1	$206k		18k	11.23	View chart
WPP Adr (WPP)	0.1	$205k	+27%	13k	15.55	View chart
Kinross Gold Corp (KGC)	0.1	$201k	NEW	6.6k	30.52	View chart
BlackRock Global Energy & Resources Trus (BGR)	0.1	$199k		12k	17.31	View chart
Pimco Dynamic Income SHS (PDI)	0.1	$196k	-10%	12k	17.11	View chart
Putnam Master Inter Income T Sh Ben Int (PIM)	0.0	$179k	+2%	55k	3.27	View chart
Wstrn Ast Clymr Infltn Lkd Opts & Inc (WIW)	0.0	$100k	+2%	12k	8.46	View chart

Past Filings by Mezzasalma Advisors

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

Mezzasalma Advisors 2026 Q1 filed April 17, 2026
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

View all past filings

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