Mezzasalma Advisors, LLC Top Holdings and 13F Report (2025) About Mezzasalma Advisors, LLCInvestment ActivityMezzasalma Advisors, LLC has $289.35 million in total holdings as of March 31, 2025.Mezzasalma Advisors, LLC owns shares of 147 different stocks, but just 37 companies or ETFs make up 80% of its holdings.Approximately 4.38% of the portfolio was purchased this quarter.About 3.11% of the portfolio was sold this quarter.This quarter, Mezzasalma Advisors, LLC has purchased 143 new stocks and bought additional shares in 68 stocks.Mezzasalma Advisors, LLC sold shares of 46 stocks and completely divested from 4 stocks this quarter.Largest Holdings Meta Platforms $21,792,626Apple $19,398,444Tesla $18,355,266NVIDIA $14,861,608Berkshire Hathaway $14,519,196 Largest New Holdings this Quarter 30161Q104 - Exelixis $1,870,146 Holding144285103 - Carpenter Technology $1,862,893 Holding464287457 - iShares 1-3 Year Treasury Bond ETF $610,760 Holding199908104 - Comfort Systems USA $230,788 Holding26441C204 - Duke Energy $229,060 Holding Largest Purchases this Quarter Exelixis 50,654 shares (about $1.87M)Carpenter Technology 10,282 shares (about $1.86M)Sprouts Farmers Market 4,594 shares (about $701.23K)iShares Core S&P 500 ETF 1,219 shares (about $684.96K)Allstate 2,991 shares (about $619.35K) Largest Sales this Quarter Microsoft 2,365 shares (about $887.82K)Eli Lilly and Company 890 shares (about $735.06K)Meta Platforms 971 shares (about $559.64K)Tesla 2,087 shares (about $540.87K)Adobe 653 shares (about $250.45K) 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 PortfolioSectorMETAMeta Platforms$21,792,626$559,642 ▼-2.5%37,8117.5%Computer and TechnologyAAPLApple$19,398,444$194,586 ▼-1.0%87,3296.7%Computer and TechnologyTSLATesla$18,355,266$540,867 ▼-2.9%70,8266.3%Auto/Tires/TrucksNVDANVIDIA$14,861,608$159,969 ▼-1.1%137,1255.1%Computer and TechnologyBRK.BBerkshire Hathaway$14,519,196$206,641 ▼-1.4%27,2625.0%FinanceGOOGLAlphabet$13,943,926$147,836 ▼-1.0%90,1704.8%Computer and TechnologyVVisa$12,308,155$131,422 ▼-1.1%35,1204.3%Business ServicesAMZNAmazon.com$11,224,959$65,830 ▼-0.6%58,9983.9%Retail/WholesaleMSFTMicrosoft$8,882,280$887,815 ▼-9.1%23,6613.1%Computer and TechnologyARISTA NETWORKS INC$7,930,233$131,019 ▲1.7%102,3522.7%COM SHSNFLXNetflix$6,855,961$97,916 ▼-1.4%7,3522.4%Consumer DiscretionarySCHWCharles Schwab$6,615,972$6,106 ▲0.1%84,5172.3%FinanceLLYEli Lilly and Company$5,900,301$735,060 ▼-11.1%7,1442.0%MedicalRCLRoyal Caribbean Cruises$5,167,638$73,342 ▲1.4%25,1541.8%Consumer DiscretionaryEMEEMCOR Group$4,393,422$158,202 ▲3.7%11,8861.5%ConstructionCOSTCostco Wholesale$4,214,420$316,838 ▲8.1%4,4561.5%Retail/WholesaleIWYiShares Russell Top 200 Growth ETF$4,143,284$83,110 ▲2.0%19,6421.4%ETFTRGPTarga Resources$3,969,506$66,757 ▲1.7%19,8011.4%EnergyTDGTransDigm Group$3,596,554$95,447 ▲2.7%2,6001.2%AerospaceXOMExxon Mobil$3,463,105$169,118 ▲5.1%29,1191.2%EnergyVONGVanguard Russell 1000 Growth ETF$3,320,124$6,959 ▲0.2%35,7811.1%ETFFNDBSchwab Fundamental U.S. Broad Market Index ETF$3,292,552$25,196 ▲0.8%143,0921.1%ETFXLKTechnology Select Sector SPDR Fund$3,286,957$93,123 ▲2.9%15,9191.1%ETFSFMSprouts Farmers Market$3,221,925$701,228 ▲27.8%21,1081.1%Retail/WholesaleGBILGoldman Sachs Access Treasury 0-1 Year ETF$3,015,777$38,869 ▲1.3%30,1041.0%ETFVUGVanguard Growth ETF$2,710,772$330,410 ▲13.9%7,3100.9%ETFCRWDCrowdStrike$2,513,543$58,881 ▼-2.3%7,1290.9%Computer and TechnologyPGRProgressive$2,419,452$226,125 ▲10.3%8,5490.8%FinanceIVViShares Core S&P 500 ETF$2,328,514$684,956 ▲41.7%4,1440.8%ETFALLAllstate$2,300,341$619,346 ▲36.8%11,1090.8%FinanceOEFiShares S&P 100 ETF$2,024,727$246,997 ▲13.9%7,4760.7%ETFEXELExelixis$1,870,146$1,870,146 ▲New Holding50,6540.6%MedicalSMHVanEck Semiconductor ETF$1,868,992$67,037 ▲3.7%8,8380.6%ManufacturingCRSCarpenter Technology$1,862,893$1,862,893 ▲New Holding10,2820.6%Basic MaterialsVOOVanguard S&P 500 ETF$1,792,531$454,814 ▲34.0%3,4880.6%ETFADBEAdobe$1,689,833$250,445 ▼-12.9%4,4060.6%Computer and TechnologyVRTVertiv$1,605,872$161,295 ▲11.2%22,2420.6%Computer and TechnologyREGNRegeneron Pharmaceuticals$1,585,5750.0%2,5000.5%MedicalSLViShares Silver Trust$1,535,555$130,158 ▲9.3%49,5500.5%ETFQQQInvesco QQQ$1,534,934$21,573 ▲1.4%3,2730.5%FinanceTSMTaiwan Semiconductor Manufacturing$1,270,232$213,974 ▲20.3%7,6520.4%Computer and TechnologyGPCGenuine Parts$1,269,675$158,099 ▼-11.1%10,6570.4%Retail/WholesaleFNDXSchwab Fundamental U.S. Large Company Index ETF$1,232,164$126,432 ▲11.4%52,1880.4%ETFXLVHealth Care Select Sector SPDR Fund$1,228,096$33,436 ▲2.8%8,4110.4%ETFSUPER MICRO COMPUTER INC$1,117,970$85,463 ▼-7.1%32,6510.4%COM NEWNVONovo Nordisk A/S$1,117,567$122,700 ▼-9.9%16,0940.4%MedicalVCSHVanguard Short-Term Corporate Bond ETF$1,076,726$7,420 ▲0.7%13,6400.4%ETFBKNGBooking$1,022,734$69,104 ▼-6.3%2220.4%Retail/WholesaleHWMHowmet Aerospace$974,532$302,790 ▲45.1%7,5120.3%AerospaceAMLPAlerian MLP ETF$930,426$16,985 ▲1.9%17,9130.3%ETFCOKECoca-Cola Consolidated$899,100$292,950 ▲48.3%6660.3%Consumer StaplesIEOiShares U.S. Oil & Gas Exploration & Production ETF$887,636$21,470 ▼-2.4%9,3850.3%ETFGLDSPDR Gold Shares$842,810$14,407 ▼-1.7%2,9250.3%FinanceSPYSPDR S&P 500 ETF Trust$835,689$146,553 ▼-14.9%1,4940.3%FinanceIWDiShares Russell 1000 Value ETF$815,2970.0%4,3330.3%ETFVBRVanguard Small-Cap Value ETF$810,681$18,814 ▲2.4%4,3520.3%ETFEFAiShares MSCI EAFE ETF$784,9990.0%9,6050.3%FinanceNVSNovartis$759,959$9,364 ▼-1.2%6,8170.3%MedicalPALANTIR TECHNOLOGIES INC$742,889$385,877 ▲108.1%8,8020.3%CL ABCVBancroft Fund$701,638$9,004 ▼-1.3%40,2890.2%FinanceULUnilever$686,254$7,861 ▼-1.1%11,5240.2%Consumer StaplesSNYSanofi$685,763$17,803 ▼-2.5%12,3650.2%MedicalGDXVanEck Gold Miners ETF$679,4710.0%14,7810.2%ETFBEBloom Energy$651,513$345,977 ▲113.2%33,1390.2%EnergyHEIHEICO$650,6080.0%2,4350.2%AerospaceGDGeneral Dynamics$643,834$13,356 ▲2.1%2,3620.2%AerospaceFVDFirst Trust Value Line Dividend Index Fund$626,918$5,618 ▼-0.9%14,0600.2%ETFSHYiShares 1-3 Year Treasury Bond ETF$610,760$610,760 ▲New Holding7,3830.2%ManufacturingINFLHorizon Kinetics Inflation Beneficiaries ETF$599,210$229,302 ▲62.0%14,7410.2%ETFEBAYeBay$594,737$12,327 ▼-2.0%8,7810.2%Retail/WholesaleXTiShares Exponential Technologies ETF$560,1160.0%9,7310.2%ManufacturingDVYiShares Select Dividend ETF$555,982$3,357 ▲0.6%4,1400.2%ETFGOOGAlphabet$546,3360.0%3,4970.2%Computer and TechnologyTIPiShares TIPS Bond ETF$526,991$4,332 ▼-0.8%4,7440.2%ETFPFFiShares Preferred and Income Securities ETF$514,082$13,921 ▼-2.6%16,7290.2%ETFAWPabrdn Global Premier Properties Fund$511,438$10,061 ▲2.0%131,8140.2%Financial ServicesSCHDSchwab US Dividend Equity ETF$508,760$30,560 ▼-5.7%18,1960.2%ETFLGILazard Global Total Return and Income Fund$488,199$5,671 ▼-1.1%31,6810.2%Financial ServicesORCLOracle$486,259$19,014 ▼-3.8%3,4780.2%Computer and TechnologyKOCoca-Cola$477,235$6,661 ▼-1.4%6,6630.2%Consumer StaplesKLACKLA$475,180$92,453 ▼-16.3%6990.2%Computer and TechnologyUSALiberty All-Star Equity Fund$472,857$21,635 ▲4.8%72,1920.2%FinancePGProcter & Gamble$458,0890.0%2,6880.2%Consumer StaplesBACBank of America$455,733$5,091 ▼-1.1%10,9210.2%FinanceBKBank of New York Mellon$446,356$20,045 ▼-4.3%5,3220.2%FinanceRTXRTX$444,006$3,709 ▼-0.8%3,3520.2%AerospaceOMCOmnicom Group$442,656$13,183 ▲3.1%5,3390.2%Business ServicesSUBiShares Short-Term National Muni Bond ETF$441,803$1,267 ▲0.3%4,1840.2%ETFLMTLockheed Martin$437,776$2,680 ▼-0.6%9800.2%AerospaceCSQCalamos Strategic Total Return Fund$427,125$6,715 ▼-1.5%26,3980.1%Financial ServicesWFCWells Fargo & Company$412,290$4,595 ▼-1.1%5,7430.1%FinanceADIAnalog Devices$412,213$52,232 ▲14.5%2,0440.1%Computer and TechnologyVTIVanguard Total Stock Market ETF$409,5120.0%1,4900.1%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$408,3220.0%4,9030.1%ETFIGEiShares North American Natural Resources ETF$401,792$2,137 ▲0.5%8,8360.1%ETFADXAdams Diversified Equity Fund$401,209$7,615 ▲1.9%21,1270.1%FinanceRQICohen & Steers Quality Income Realty Fund$396,764$6,393 ▲1.6%31,5890.1%Financial ServicesXLGInvesco S&P 500 Top 50 ETF$387,0710.0%8,4110.1%ETFPEPPepsiCo$384,001$72,872 ▼-16.0%2,5610.1%Consumer StaplesBDJBlackRock Enhanced Equity Dividend Trust$383,543$6,579 ▲1.7%44,5980.1%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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