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

Mezzasalma Advisors holds 83 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Tesla Motors (TSLA) 11.1 $13M 104k 123.18
Apple (AAPL) 9.6 $11M +6% 85k 129.93
Alphabet Cap Stk Cl A (GOOGL) 6.7 $7.7M 88k 88.23
Berkshire Hathaway Inc Del Cl B New (BRK.B) 5.5 $6.3M -2% 20k 308.90
Marathon Oil Corporation (MRO) 5.4 $6.2M 230k 27.07
Visa Com Cl A (V) 4.5 $5.2M 25k 207.76
Meta Platforms Cl A (META) 4.0 $4.6M -7% 38k 120.34
Amazon (AMZN) 3.3 $3.8M +3% 45k 84.00
Ford Motor Company (F) 2.7 $3.2M -8% 271k 11.63
Adobe Systems Incorporated (ADBE) 2.6 $2.9M -6% 8.8k 336.53
Microsoft Corporation (MSFT) 2.1 $2.4M 9.9k 239.82
Occidental Petroleum Corporation (OXY) 2.0 $2.3M NEW 37k 62.99
Arista Networks (ANET) 2.0 $2.3M 19k 121.35
Netflix (NFLX) 1.8 $2.0M -4% 6.9k 294.88

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Airbnb Com Cl A (ABNB) 1.7 $2.0M -4% 23k 85.50
Lamb Weston Hldgs (LW) 1.7 $1.9M NEW 22k 89.36
Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) 1.6 $1.9M -3% 23k 79.84
Regeneron Pharmaceuticals (REGN) 1.6 $1.8M 2.5k 721.49
Lowe's Companies (LOW) 1.3 $1.5M 7.6k 199.24
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.3 $1.4M 5.4k 266.28
Zoom Video Communications In Cl A (ZM) 1.2 $1.4M -7% 21k 67.74
United Microelectronics Corp Spon Adr New (UMC) 1.2 $1.4M 219k 6.53
Zscaler Incorporated (ZS) 1.1 $1.3M -13% 12k 111.90
HEICO Corporation (HEI) 0.9 $1.1M 6.9k 153.64
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.9 $1.0M -2% 8.7k 120.53
S&p Global (SPGI) 0.9 $1.0M 3.1k 334.94
Enbridge (ENB) 0.9 $1.0M 26k 39.10
Ishares Tr U.s. Med Dvc Etf (IHI) 0.8 $956k 18k 52.57
Exxon Mobil Corporation (XOM) 0.8 $936k -3% 8.5k 110.30
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.8 $921k -3% 7.1k 129.16
Appian Corp Cl A (APPN) 0.8 $861k -2% 26k 32.56
Pinterest Cl A (PINS) 0.7 $854k 35k 24.28
First Tr Exchange-traded Dj Internt Idx (FDN) 0.7 $852k 6.9k 123.15
Vanguard Whitehall Fds High Div Yld (VYM) 0.7 $833k 7.7k 108.21
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.7 $812k -2% 6.0k 135.85
Ishares Tr Us Oil Gs Ex Etf (IEO) 0.5 $593k NEW 6.4k 92.86
Johnson & Johnson (JNJ) 0.5 $586k 3.3k 176.63
International Business Machines (IBM) 0.5 $561k 4.0k 140.89
Coupang Cl A (CPNG) 0.5 $551k -16% 38k 14.71
Verizon Communications (VZ) 0.5 $544k -5% 14k 39.40
Cisco Systems (CSCO) 0.5 $537k -4% 11k 47.64
Home Depot (HD) 0.4 $504k +10% 1.6k 315.86
Uber Technologies (UBER) 0.4 $489k -2% 20k 24.73
Pepsi (PEP) 0.4 $472k -4% 2.6k 180.64
Costco Wholesale Corporation (COST) 0.4 $438k +10% 959.00 456.50
American Express Company (AXP) 0.4 $423k -17% 2.9k 147.77
Pfizer (PFE) 0.4 $420k -4% 8.2k 51.24
Coca-Cola Company (KO) 0.4 $419k -11% 6.6k 63.61
Procter & Gamble Company (PG) 0.3 $388k 2.6k 151.56
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.3 $380k -5% 23k 16.80
NVIDIA Corporation (NVDA) 0.3 $380k 2.6k 146.14
Colgate-Palmolive Company (CL) 0.3 $352k -9% 4.5k 78.79
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.3 $346k -6% 2.6k 135.63
Chevron Corporation (CVX) 0.3 $344k 1.9k 179.49
Sanofi Sponsored Adr (SNY) 0.3 $343k -4% 7.1k 48.43
Okta Cl A (OKTA) 0.3 $338k -14% 5.0k 68.33
Ishares Tr Core S&p500 Etf (IVV) 0.3 $323k -6% 841.00 384.21
Ishares Tr Aggres Alloc Etf (AOA) 0.3 $323k 5.4k 59.75
Crowdstrike Hldgs Cl A (CRWD) 0.3 $322k -3% 3.1k 105.29
Alphabet Cap Stk Cl C (GOOG) 0.3 $321k 3.6k 88.73
At&t (T) 0.3 $319k 17k 18.41
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $311k 2.0k 158.80
Etfis Ser Tr I Virtus Reaves Ut (UTES) 0.3 $302k 6.4k 46.87
Ishares Tr Msci Usa Mmentm (MTUM) 0.3 $302k -7% 2.1k 145.93
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $289k NEW 755.00 382.43
Vanguard Index Fds Value Etf (VTV) 0.2 $275k +8% 2.0k 140.37
Wisdomtree Tr Us Largecap Fund (EPS) 0.2 $272k -9% 6.6k 41.58
JPMorgan Chase & Co. (JPM) 0.2 $271k 2.0k 134.10
Spdr Ser Tr Msci Usa Strtgic (QUS) 0.2 $268k -9% 2.4k 110.31
Wal-Mart Stores (WMT) 0.2 $257k 1.8k 141.79
Duke Energy Corp Com New (DUK) 0.2 $251k -6% 2.4k 102.99
United Parcel Service CL B (UPS) 0.2 $244k NEW 1.4k 173.84
Public Service Enterprise (PEG) 0.2 $232k -10% 3.8k 61.27
Edwards Lifesciences (EW) 0.2 $232k 3.1k 74.61
First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.2 $228k 2.2k 105.24
Altria (MO) 0.2 $220k -3% 4.8k 45.71
Vanguard Index Fds Large Cap Etf (VV) 0.2 $213k -4% 1.2k 174.20
Vanguard Index Fds Growth Etf (VUG) 0.2 $212k +4% 996.00 213.11
Spdr Ser Tr S&p1500momtilt (MMTM) 0.2 $203k -7% 1.2k 167.16
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $201k NEW 2.2k 91.31
Arbor Realty Trust (ABR) 0.1 $142k 11k 13.19
Hyliion Holdings Corp Common Stock (HYLN) 0.0 $44k 19k 2.34
Lordstown Motors Corp Com Cl A (RIDE) 0.0 $12k -7% 10k 1.14

Past Filings by Mezzasalma Advisors

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