Mezzasalma Advisors, LLC Top Holdings and 13F Report (2025) About Mezzasalma Advisors, LLCInvestment ActivityMezzasalma Advisors, LLC has $310.03 million in total holdings as of December 31, 2024.Mezzasalma Advisors, LLC owns shares of 143 different stocks, but just 32 companies or ETFs make up 80% of its holdings.Approximately 18.81% of the portfolio was purchased this quarter.About 6.04% of the portfolio was sold this quarter.This quarter, Mezzasalma Advisors, LLC has purchased 86 new stocks and bought additional shares in 46 stocks.Mezzasalma Advisors, LLC sold shares of 21 stocks and completely divested from 9 stocks this quarter.Largest Holdings Tesla $29,445,186Meta Platforms $22,707,040Apple $22,088,377NVIDIA $18,612,728Alphabet $17,250,178 Largest New Holdings this Quarter ARISTA NETWORKS INC $11,126,060 HoldingGoldman Sachs Access Treasury 0-1 Year ETF $2,969,242 HoldingSprouts Farmers Market $2,098,434 HoldingAllstate $1,565,069 HoldingiShares Silver Trust $1,194,066 Holding Largest Purchases this Quarter ARISTA NETWORKS INC 100,661 shares (about $11.13M)Goldman Sachs Access Treasury 0-1 Year ETF 29,716 shares (about $2.97M)Schwab Fundamental U.S. Broad Market Index ETF 93,217 shares (about $2.17M)Sprouts Farmers Market 16,514 shares (about $2.10M)Allstate 8,118 shares (about $1.57M) Largest Sales this Quarter Tesla 1,983 shares (about $800.81K)Adobe 1,564 shares (about $695.48K)Novo Nordisk A/S 6,146 shares (about $528.68K)Eli Lilly and Company 659 shares (about $508.75K)Genuine Parts 2,781 shares (about $324.71K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMezzasalma Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTSLATesla$29,445,186$800,815 ▼-2.6%72,9139.5%Auto/Tires/TrucksMETAMeta Platforms$22,707,040$114,759 ▼-0.5%38,7827.3%Computer and TechnologyAAPLApple$22,088,377$1,496,515 ▲7.3%88,2057.1%Computer and TechnologyNVDANVIDIA$18,612,728$203,315 ▼-1.1%138,6016.0%Computer and TechnologyGOOGLAlphabet$17,250,178$81,399 ▼-0.5%91,1265.6%Computer and TechnologyAMZNAmazon.com$13,019,480$119,568 ▲0.9%59,3444.2%Retail/WholesaleBRK.BBerkshire Hathaway$12,533,192$407,952 ▲3.4%27,6504.0%FinanceVVisa$11,217,840$302,450 ▲2.8%35,4953.6%Business ServicesARISTA NETWORKS INC$11,126,060$11,126,060 ▲New Holding100,6613.6%COM SHSMSFTMicrosoft$10,969,907$66,597 ▼-0.6%26,0263.5%Computer and TechnologyNFLXNetflix$6,646,573$27,631 ▲0.4%7,4572.1%Consumer DiscretionarySCHWCharles Schwab$6,249,363$65,869 ▲1.1%84,4392.0%FinanceLLYEli Lilly and Company$6,202,248$508,748 ▼-7.6%8,0342.0%MedicalRCLRoyal Caribbean Cruises$5,720,420$420,317 ▲7.9%24,7971.8%Consumer DiscretionaryEMEEMCOR Group$5,200,786$163,858 ▲3.3%11,4581.7%ConstructionIWYiShares Russell Top 200 Growth ETF$4,528,477$83,521 ▼-1.8%19,2481.5%ETFCOSTCostco Wholesale$3,775,949$301,453 ▲8.7%4,1211.2%Retail/WholesaleVONGVanguard Russell 1000 Growth ETF$3,688,432$107,639 ▼-2.8%35,7061.2%ETFXLKTechnology Select Sector SPDR Fund$3,596,619$223,219 ▲6.6%15,4681.2%ETFTRGPTarga Resources$3,475,038$56,763 ▼-1.6%19,4681.1%Oils/EnergyFNDBSchwab Fundamental U.S. Broad Market Index ETF$3,302,851$2,168,228 ▲191.1%141,9971.1%ETFTDGTransDigm Group$3,207,486$64,631 ▲2.1%2,5311.0%AerospaceTOLToll Brothers$3,176,459$196,482 ▼-5.8%25,2201.0%ConstructionXOMExxon Mobil$2,979,395$64,758 ▲2.2%27,6971.0%Oils/EnergyGBILGoldman Sachs Access Treasury 0-1 Year ETF$2,969,242$2,969,242 ▲New Holding29,7161.0%ETFVUGVanguard Growth ETF$2,634,600$1,562,126 ▲145.7%6,4190.8%ETFCRWDCrowdStrike$2,496,399$62,273 ▲2.6%7,2960.8%Computer and TechnologyVRTVertiv$2,273,109$448,191 ▲24.6%20,0080.7%Computer and TechnologyADBEAdobe$2,249,636$695,479 ▼-23.6%5,0590.7%Computer and TechnologySFMSprouts Farmers Market$2,098,434$2,098,434 ▲New Holding16,5140.7%Retail/WholesaleSMHVanEck Semiconductor ETF$2,063,553$52,309 ▼-2.5%8,5210.7%ManufacturingOEFiShares S&P 100 ETF$1,896,011$331,600 ▲21.2%6,5640.6%ETFPGRProgressive$1,856,978$397,992 ▲27.3%7,7500.6%FinanceREGNRegeneron Pharmaceuticals$1,780,8250.0%2,5000.6%MedicalIVViShares Core S&P 500 ETF$1,721,889$28,257 ▲1.7%2,9250.6%ETFQQQInvesco QQQ$1,649,912$102,257 ▲6.6%3,2270.5%FinanceALLAllstate$1,565,069$1,565,069 ▲New Holding8,1180.5%FinanceNVONovo Nordisk A/S$1,536,403$528,679 ▼-25.6%17,8610.5%MedicalVOOVanguard S&P 500 ETF$1,402,522$226,300 ▲19.2%2,6030.5%ETFGPCGenuine Parts$1,399,252$324,710 ▼-18.8%11,9840.5%Retail/WholesaleTSMTaiwan Semiconductor Manufacturing$1,256,629$564,624 ▲81.6%6,3630.4%Computer and TechnologySLViShares Silver Trust$1,194,066$1,194,066 ▲New Holding45,3500.4%ETFBKNGBooking$1,177,516$322,947 ▼-21.5%2370.4%Retail/WholesaleXLVHealth Care Select Sector SPDR Fund$1,125,585$1,125,585 ▲New Holding8,1820.4%ETFFNDXSchwab Fundamental U.S. Large Company Index ETF$1,109,007$819,377 ▲282.9%46,8330.4%ETFSUPER MICRO COMPUTER INC$1,071,281$1,071,281 ▲New Holding35,1470.3%COM NEWVCSHVanguard Short-Term Corporate Bond ETF$1,056,757$1,056,757 ▲New Holding13,5460.3%ETFSPYSPDR S&P 500 ETF Trust$1,029,080$442,458 ▲75.4%1,7560.3%FinanceIEOiShares U.S. Oil & Gas Exploration & Production ETF$861,524$179,977 ▼-17.3%9,6120.3%ETFAMLPAlerian MLP ETF$846,953$846,953 ▲New Holding17,5860.3%ETFVBRVanguard Small-Cap Value ETF$842,464$842,464 ▲New Holding4,2510.3%ETFIWDiShares Russell 1000 Value ETF$802,168$802,168 ▲New Holding4,3330.3%ETFEFAiShares MSCI EAFE ETF$726,217$726,217 ▲New Holding9,6050.2%FinanceBCVBancroft Fund$722,671$722,671 ▲New Holding40,8060.2%FinanceGLDSPDR Gold Shares$720,337$720,337 ▲New Holding2,9750.2%FinanceNVSNovartis$671,536$161,243 ▲31.6%6,9010.2%MedicalGOOGAlphabet$665,9690.0%3,4970.2%Computer and TechnologyULUnilever$660,895$94,462 ▲16.7%11,6560.2%Consumer StaplesFVDFirst Trust Value Line Dividend Index Fund$619,056$619,056 ▲New Holding14,1860.2%ETFSNYSanofi$611,846$118,260 ▲24.0%12,6860.2%MedicalGDGeneral Dynamics$609,452$187,341 ▲44.4%2,3130.2%AerospaceORCLOracle$602,237$114,315 ▲23.4%3,6140.2%Computer and TechnologyXTiShares Exponential Technologies ETF$580,551$580,551 ▲New Holding9,7310.2%ManufacturingHEIHEICO$578,8970.0%2,4350.2%AerospaceHWMHowmet Aerospace$566,318$566,318 ▲New Holding5,1780.2%AerospaceCOKECoca-Cola Consolidated$565,736$565,736 ▲New Holding4490.2%Consumer StaplesEBAYeBay$555,258$103,395 ▲22.9%8,9630.2%Retail/WholesalePFFiShares Preferred and Income Securities ETF$540,206$540,206 ▲New Holding17,1820.2%ETFDVYiShares Select Dividend ETF$540,201$540,201 ▲New Holding4,1150.2%ETFSCHDSchwab US Dividend Equity ETF$526,975$349,504 ▲196.9%19,2890.2%ETFKLACKLA$526,150$208,570 ▼-28.4%8350.2%Computer and TechnologyLGILazard Global Total Return and Income Fund$512,147$512,147 ▲New Holding32,0490.2%Financial ServicesTIPiShares TIPS Bond ETF$509,647$509,647 ▲New Holding4,7830.2%ETFGDXVanEck Gold Miners ETF$501,216$501,216 ▲New Holding14,7810.2%ETFAWPabrdn Global Premier Properties Fund$498,792$498,792 ▲New Holding129,2210.2%Financial ServicesBACBank of America$485,340$93,218 ▲23.8%11,0430.2%FinanceLMTLockheed Martin$479,137$121,971 ▲34.1%9860.2%AerospaceUSALiberty All-Star Equity Fund$478,779$478,779 ▲New Holding68,8890.2%FinanceCSQCalamos Strategic Total Return Fund$474,859$474,859 ▲New Holding26,8130.2%Financial ServicesPEPPepsiCo$463,303$113,583 ▲32.5%3,0470.1%Consumer StaplesPGProcter & Gamble$450,643$168,991 ▲60.0%2,6880.1%Consumer StaplesIJKiShares S&P Mid-Cap 400 Growth ETF$445,830$445,830 ▲New Holding4,9030.1%ETFOMCOmnicom Group$445,687$119,854 ▲36.8%5,1800.1%Business ServicesSUBiShares Short-Term National Muni Bond ETF$440,094$440,094 ▲New Holding4,1720.1%ETFVTIVanguard Total Stock Market ETF$431,817$431,817 ▲New Holding1,4900.1%ETFBKBank of New York Mellon$427,252$83,053 ▲24.1%5,5610.1%FinanceKOCoca-Cola$420,656$122,785 ▲41.2%6,7560.1%Consumer StaplesXLGInvesco S&P 500 Top 50 ETF$420,210$420,210 ▲New Holding8,4110.1%ETFADXAdams Diversified Equity Fund$418,656$418,656 ▲New Holding20,7260.1%FinanceWFCWells Fargo & Company$407,884$87,449 ▲27.3%5,8070.1%FinanceRTXRTX$391,134$82,161 ▲26.6%3,3800.1%AerospaceRQICohen & Steers Quality Income Realty Fund$380,413$380,413 ▲New Holding31,0800.1%Financial ServicesADIAnalog Devices$379,241$379,241 ▲New Holding1,7850.1%Computer and TechnologyRVTRoyce Value Trust$378,729$378,729 ▲New Holding23,9700.1%FinanceIGEiShares North American Natural Resources ETF$375,555$375,555 ▲New Holding8,7890.1%ETFWPPWPP$371,365$99,408 ▲36.6%7,2250.1%Business ServicesBDJBlackRock Enhanced Equity Dividend Trust$362,935$362,935 ▲New Holding43,8330.1%Financial ServicesLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$361,764$361,764 ▲New Holding3,3860.1%FinanceABRDN ASIA PACIFIC INCOME FU$361,465$361,465 ▲New Holding24,5560.1%COM NEWBTZBlackRock Credit Allocation Income Trust$358,340$358,340 ▲New Holding34,2580.1%Financial ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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