Mezzasalma Advisors

Mezzasalma Advisors as of March 31, 2025

Portfolio Holdings for Mezzasalma Advisors

Mezzasalma Advisors holds 147 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Meta Platforms Cl A (META) 7.5 $22M 38k 576.36
Apple (AAPL) 6.7 $19M 87k 222.13
Tesla Motors (TSLA) 6.3 $18M 71k 259.16
NVIDIA Corporation (NVDA) 5.1 $15M 137k 108.38
Berkshire Hathaway Inc Del Cl B New (BRK.B) 5.0 $15M 27k 532.58
Alphabet Cap Stk Cl A (GOOGL) 4.8 $14M 90k 154.64
Visa Com Cl A (V) 4.3 $12M 35k 350.46
Amazon (AMZN) 3.9 $11M 59k 190.26
Microsoft Corporation (MSFT) 3.1 $8.9M 24k 375.40
Arista Networks Com Shs (ANET) 2.7 $7.9M 102k 77.48
Netflix (NFLX) 2.4 $6.9M 7.4k 932.53
Charles Schwab Corporation (SCHW) 2.3 $6.6M 85k 78.28
Eli Lilly & Co. (LLY) 2.0 $5.9M 7.1k 825.91
Royal Caribbean Cruises (RCL) 1.8 $5.2M 25k 205.44
Emcor (EME) 1.5 $4.4M 12k 369.63
Costco Wholesale Corporation (COST) 1.5 $4.2M 4.5k 945.79
Ishares Tr Rus Tp200 Gr Etf (IWY) 1.4 $4.1M 20k 210.94
Targa Res Corp (TRGP) 1.4 $4.0M 20k 200.47
TransDigm Group Incorporated (TDG) 1.2 $3.6M 2.6k 1383.29
Exxon Mobil Corporation (XOM) 1.2 $3.5M 29k 118.93
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 1.1 $3.3M 36k 92.79
Schwab Strategic Tr Fundamental Us B (FNDB) 1.1 $3.3M 143k 23.01
Select Sector Spdr Tr Technology (XLK) 1.1 $3.3M 16k 206.48
Sprouts Fmrs Mkt (SFM) 1.1 $3.2M 21k 152.64
Goldman Sachs Etf Tr Acces Treasury (GBIL) 1.0 $3.0M 30k 100.18
Vanguard Index Fds Growth Etf (VUG) 0.9 $2.7M 7.3k 370.83
Crowdstrike Hldgs Cl A (CRWD) 0.9 $2.5M 7.1k 352.58
Progressive Corporation (PGR) 0.8 $2.4M 8.5k 283.01
Ishares Tr Core S&p500 Etf (IVV) 0.8 $2.3M 4.1k 561.90
Allstate Corporation (ALL) 0.8 $2.3M 11k 207.07
Ishares Tr S&p 100 Etf (OEF) 0.7 $2.0M 7.5k 270.83
Exelixis (EXEL) 0.6 $1.9M 51k 36.92
Vaneck Etf Trust Semiconductr Etf (SMH) 0.6 $1.9M 8.8k 211.47
Carpenter Technology Corporation (CRS) 0.6 $1.9M 10k 181.18
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $1.8M 3.5k 513.91
Adobe Systems Incorporated (ADBE) 0.6 $1.7M 4.4k 383.53
Vertiv Holdings Com Cl A (VRT) 0.6 $1.6M 22k 72.20
Regeneron Pharmaceuticals (REGN) 0.5 $1.6M 2.5k 634.23
Ishares Silver Tr Ishares (SLV) 0.5 $1.5M 50k 30.99
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $1.5M 3.3k 468.97
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.4 $1.3M 7.7k 166.00
Genuine Parts Company (GPC) 0.4 $1.3M 11k 119.14
Schwab Strategic Tr Fundamental Us L (FNDX) 0.4 $1.2M 52k 23.61
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.4 $1.2M 8.4k 146.01
Super Micro Computer Com New (SMCI) 0.4 $1.1M 33k 34.24
Novo-nordisk A S Adr (NVO) 0.4 $1.1M 16k 69.44
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.4 $1.1M 14k 78.94
Booking Holdings (BKNG) 0.4 $1.0M 222.00 4606.91
Howmet Aerospace (HWM) 0.3 $975k 7.5k 129.73
Alps Etf Tr Alerian Mlp (AMLP) 0.3 $930k 18k 51.94
Coca-Cola Bottling Co. Consolidated (COKE) 0.3 $899k 666.00 1350.00
Ishares Tr Us Oil Gs Ex Etf (IEO) 0.3 $888k 9.4k 94.58
Spdr Gold Tr Gold Shs (GLD) 0.3 $843k 2.9k 288.14
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $836k 1.5k 559.36
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $815k 4.3k 188.16
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $811k 4.4k 186.28
Ishares Tr Msci Eafe Etf (EFA) 0.3 $785k 9.6k 81.73
Novartis Sponsored Adr (NVS) 0.3 $760k 6.8k 111.48
Palantir Technologies Cl A (PLTR) 0.3 $743k 8.8k 84.40
Bancroft Fund (BCV) 0.2 $702k 40k 17.42
Unilever Spon Adr New (UL) 0.2 $686k 12k 59.55
Sanofi Sponsored Adr (SNY) 0.2 $686k 12k 55.46
Vaneck Etf Trust Gold Miners Etf (GDX) 0.2 $680k 15k 45.97
Bloom Energy Corp Com Cl A (BE) 0.2 $652k 33k 19.66
HEICO Corporation (HEI) 0.2 $651k 2.4k 267.19
General Dynamics Corporation (GD) 0.2 $644k 2.4k 272.58
First Tr Value Line Divid In SHS (FVD) 0.2 $627k 14k 44.59
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $611k 7.4k 82.73
Listed Fd Tr Horizon Kinetics (INFL) 0.2 $599k 15k 40.65
eBay (EBAY) 0.2 $595k 8.8k 67.73
Ishares Tr Exponential Tech (XT) 0.2 $560k 9.7k 57.56
Ishares Tr Select Divid Etf (DVY) 0.2 $556k 4.1k 134.30
Alphabet Cap Stk Cl C (GOOG) 0.2 $546k 3.5k 156.23
Ishares Tr Tips Bd Etf (TIP) 0.2 $527k 4.7k 111.09
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $514k 17k 30.73
Abrdn Global Premier Pptys F Com Sh Ben Int (AWP) 0.2 $511k 132k 3.88
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $509k 18k 27.96
Lazard Global Total Return & Income Fund (LGI) 0.2 $488k 32k 15.41
Oracle Corporation (ORCL) 0.2 $486k 3.5k 139.81
Coca-Cola Company (KO) 0.2 $477k 6.7k 71.62
Kla Corp Com New (KLAC) 0.2 $475k 699.00 679.80
Liberty All Star Equity Sh Ben Int (USA) 0.2 $473k 72k 6.55
Procter & Gamble Company (PG) 0.2 $458k 2.7k 170.42
Bank of America Corporation (BAC) 0.2 $456k 11k 41.73
Bank of New York Mellon Corporation (BK) 0.2 $446k 5.3k 83.87
Raytheon Technologies Corp (RTX) 0.2 $444k 3.4k 132.46
Omni (OMC) 0.2 $443k 5.3k 82.91
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $442k 4.2k 105.59
Lockheed Martin Corporation (LMT) 0.2 $438k 980.00 446.71
Calamos Strategic Total Retu Com Sh Ben Int (CSQ) 0.1 $427k 26k 16.18
Wells Fargo & Company (WFC) 0.1 $412k 5.7k 71.79
Analog Devices (ADI) 0.1 $412k 2.0k 201.67
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $410k 1.5k 274.84
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $408k 4.9k 83.28
Ishares Tr North Amern Nat (IGE) 0.1 $402k 8.8k 45.47
Adams Express Company (ADX) 0.1 $401k 21k 18.99
Cohen & Steers Quality Income Realty (RQI) 0.1 $397k 32k 12.56
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.1 $387k 8.4k 46.02
Pepsi (PEP) 0.1 $384k 2.6k 149.94
BlackRock Enhanced Dividend Achievers Tr (BDJ) 0.1 $384k 45k 8.60
BlackRock Credit All Inc Trust IV (BTZ) 0.1 $376k 35k 10.72
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $368k 3.4k 108.69
Altria (MO) 0.1 $348k 5.8k 60.02
Cohen & Steers infrastucture Fund (UTF) 0.1 $347k 14k 25.55
Royce Value Trust (RVT) 0.1 $347k 24k 14.24
Wal-Mart Stores (WMT) 0.1 $345k 3.9k 87.79
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $340k 2.6k 128.94
Vanguard World Inf Tech Etf (VGT) 0.1 $340k 627.00 542.39
JPMorgan Chase & Co. (JPM) 0.1 $336k 1.4k 245.30
Pimco Etf Tr Enhancd Short (EMNT) 0.1 $335k 3.4k 98.75
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $327k 2.7k 119.73
Ishares Tr Intl Sel Div Etf (IDV) 0.1 $318k 10k 31.02
Pimco Dynamic Income SHS (PDI) 0.1 $309k 16k 19.80
Goldman Sachs (GS) 0.1 $303k 554.00 546.29
Applied Materials (AMAT) 0.1 $299k 2.1k 145.12
Hancock John Prem Divid Com Sh Ben Int (PDT) 0.1 $295k 23k 13.08
American Express Company (AXP) 0.1 $288k 1.1k 269.05
Abrdn Asia Pacific Income Fu Com New (FAX) 0.1 $285k 18k 15.70
John Hancock Tax-Advantage Dvd Incom (HTD) 0.1 $283k 12k 23.93
WPP Adr (WPP) 0.1 $283k 7.4k 37.96
Philip Morris International (PM) 0.1 $281k 1.8k 158.73
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $280k 5.5k 51.05
Select Sector Spdr Tr Sbi Materials (XLB) 0.1 $273k 3.2k 85.98
S&p Global (SPGI) 0.1 $268k 527.00 508.10
Western Asst Infltn Lkd Inm Com Sh Ben Int (WIA) 0.1 $266k 32k 8.35
Putnam Premier Income Tr Sh Ben Int (PPT) 0.1 $260k 72k 3.61
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $258k 1.0k 255.53
Wisdomtree Tr Us Ai Enhanced (AIVL) 0.1 $256k 2.3k 109.80
Blackrock Tax Municpal Bd Tr SHS (BBN) 0.1 $252k 15k 16.68
Lowe's Companies (LOW) 0.1 $245k 1.0k 233.23
Home Depot (HD) 0.1 $240k 655.00 366.49
Kimco Realty Corporation (KIM) 0.1 $238k 11k 21.24
Ishares Tr Us Telecom Etf (IYZ) 0.1 $231k 8.4k 27.39
Comfort Systems USA (FIX) 0.1 $231k 716.00 322.33
Duke Energy Corp Com New (DUK) 0.1 $229k 1.9k 121.97
Nushares Etf Tr Nuveen Shrt Term (NURE) 0.1 $225k 7.2k 31.27
Johnson & Johnson (JNJ) 0.1 $223k 1.3k 165.80
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $213k 2.1k 100.61
Nuveen Insured Tax-Free Adv Munici (NEA) 0.1 $209k 19k 11.20
3M Company (MMM) 0.1 $207k 1.4k 146.86
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF) 0.1 $204k 11k 18.85
Vanguard World Utilities Etf (VPU) 0.1 $202k 1.2k 170.82
Qualcomm (QCOM) 0.1 $201k 1.3k 153.61
Tri-Continental Corporation (TY) 0.1 $201k 6.5k 30.67
Putnam Master Inter Income T Sh Ben Int (PIM) 0.1 $194k 58k 3.32
BlackRock Global Energy & Resources Trus (BGR) 0.1 $150k 11k 13.58
Wstrn Ast Clymr Infltn Lkd Opts & Inc (WIW) 0.0 $95k 11k 8.79