Mezzasalma Advisors, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 19, 2024), Mezzasalma Advisors, LLC reported 101 stock positions worth $211.4 million. Its top holding was Meta Platforms Class A (META) at 8.9% of the portfolio, followed by Tesla (TSLA, 8.2%) and Apple (AAPL, 6.9%). Compared with Q4 2023, it opened 16 new positions, sold out of 10, added to 31 and reduced 50. The biggest buy was Nvidia (NVDA, shares +21%) and the biggest sale Tesla (TSLA, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- TINTON FALLS, NJ
- CIK
- 0001864916
- Portfolio Value
- $211.4M (Q1 2024)
- SEC Filing
- 0001085146-24-001922 ↗ filed Apr 19, 2024
Holdings Value
Holdings 101 stocks · $211.4M
| META Meta Platforms Inc. Class A | 8.86% | 38,569 | $18.7M | Add +0.4% |
| TSLA Tesla Inc. | 8.19% | 98,459 | $17.3M | Reduce -3.9% |
| AAPL Apple Inc. | 6.92% | 85,321 | $14.6M | Reduce -0.7% |
| GOOGL Alphabet Inc. Class A | 6.40% | 89,684 | $13.5M | Reduce -1.5% |
| NVDA Nvidia Corp. | 5.56% | 13,013 | $11.8M | Add +21.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 5.00% | 25,142 | $10.6M | Add +7.8% |
| MSFT Microsoft Corp. | 4.73% | 23,756 | $10.0M | Add +1.1% |
| AMZN Amazon.com Inc. | 4.56% | 53,452 | $9.6M | Add +7.7% |
| V Visa Inc. Class A | 3.82% | 28,920 | $8.1M | Add +7.1% |
| ANET Arista Networks Inc. | 2.78% | 20,236 | $5.9M | Add +7.2% |
| SCHW Schwab (charles) Corp. | 2.57% | 74,974 | $5.4M | Add +10.1% |
| LLY Eli Lilly & Co. | 2.30% | 6,243 | $4.9M | Add +110.3% |
| NFLX Netflix Inc. | 1.97% | 6,861 | $4.2M | Add +1.3% |
| BLDR Builders Firstsource Inc. | 1.96% | 19,892 | $4.1M | Add +31.1% |
| ADBE Adobe Inc. | 1.64% | 6,860 | $3.5M | Reduce -21.2% |
| IWY iShares Russell Top 200 Grow | 1.44% | 15,644 | $3.1M | Add +24.0% |
| SMCI Super Micro Computer Inc. | 1.21% | 2,527 | $2.6M | New |
| XLK SS Technology Select Sector | 1.17% | 11,901 | $2.5M | Add +159.4% |
| REGN Regeneron Pharmaceuticals | 1.15% | 2,533 | $2.4M | Add +1.3% |
| QQQ Invesco QQQ Trust Series 1 | 1.07% | 5,097 | $2.3M | Reduce -18.3% |
| CVS CVS Health Corp. | 0.97% | 25,783 | $2.1M | Add +688.7% |
| GPC Genuine Parts Co. | 0.88% | 12,035 | $1.9M | Add +497.0% |
| TOL Toll Brothers Inc. | 0.88% | 14,349 | $1.9M | Add +287.2% |
| FNDB Schwab Fndmntl US BRD Mr ETF | 0.86% | 27,506 | $1.8M | Add +385.4% |
| XOM Exxon Mobil Corp. | 0.82% | 14,988 | $1.7M | Reduce -19.8% |
| ABNB Airbnb Inc. Class A | 0.80% | 10,260 | $1.7M | Reduce -55.2% |
| TDG Transdigm Group Inc. | 0.75% | 1,290 | $1.6M | Add +365.7% |
| VONG Vanguard Russell 1000 Growth | 0.74% | 18,031 | $1.6M | Add +375.3% |
| OXY Occidental Petroleum Corp. | 0.74% | 23,962 | $1.6M | Reduce -31.3% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.72% | 11,900 | $1.5M | New |
| BLD Topbuild Corp. | 0.71% | 3,383 | $1.5M | New |
| CRWD CrowdStrike Holdings Inc. Class A | 0.69% | 4,529 | $1.5M | Add +48.0% |
| RCL Royal Caribbean Cruises Ltd. | 0.68% | 10,380 | $1.4M | New |
| BKNG Booking Holdings Inc. | 0.67% | 389 | $1.4M | Add +332.2% |
| LW Lamb Weston Holdings Inc. | 0.65% | 12,972 | $1.4M | Reduce -32.0% |
| COST Costco Wholesale Corp. | 0.65% | 1,869 | $1.4M | Add +99.0% |
| LOW Lowe's Cos Inc. | 0.63% | 5,260 | $1.3M | Reduce -29.4% |
| TRGP Targa Resources Corp. | 0.60% | 11,395 | $1.3M | Add +338.6% |
| DRI Darden Restaurants Inc. | 0.56% | 7,112 | $1.2M | Reduce -39.2% |
| ZS Zscaler Inc. | 0.53% | 5,795 | $1.1M | Reduce -35.2% |
| SMH Vaneck Semiconductor ETF | 0.51% | 4,792 | $1.1M | New |
| HEI Heico Corp. | 0.47% | 5,166 | $987K | Reduce -25.4% |
| XLY SS Consumer Disc Select Sect | 0.46% | 5,325 | $979K | Reduce -14.8% |
| IEO iShares U.S. Oil & Gas Explo | 0.44% | 8,728 | $934K | Add +0.8% |
| KLAC KLA Corp. | 0.42% | 1,280 | $894K | Add +245.9% |
| XLV SS Health Care Select Sector | 0.42% | 6,027 | $890K | Reduce -29.0% |
| SPGI S&P Global Inc. | 0.39% | 1,930 | $821K | Reduce -28.4% |
| PINS Pinterest Inc. Class A | 0.36% | 21,980 | $762K | Reduce -32.9% |
| SQM Quimica Y Minera Chil-SP ADR filed as SOCIEDAD QUIMICA Y MINERA DE | 0.34% | 14,632 | $719K | Reduce -31.9% |
| SCHD Schwab US DVD Equity ETF | 0.32% | 8,392 | $677K | Reduce -2.7% |
| ZM Zoom Communications Inc. filed as ZOOM VIDEO COMMUNICATIONS IN | 0.31% | 10,090 | $660K | Reduce -51.3% |
| IHI iShares U.S. Medical Devices | 0.30% | 10,800 | $633K | Reduce -34.7% |
| VYM Vanguard High DVD Yield ETF | 0.30% | 5,161 | $624K | Reduce -27.4% |
| UMC United Microelectron-SP ADR | 0.27% | 70,960 | $574K | Reduce -67.6% |
| GOOG Alphabet Inc. Class C | 0.26% | 3,657 | $557K | Reduce -0.3% |
| FSLR First Solar Inc. | 0.25% | 3,190 | $538K | Reduce -40.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.22% | 889 | $465K | Add +11.4% |
| PEP Pepsico Inc. | 0.22% | 2,635 | $461K | Reduce -3.2% |
| CPNG Coupang Inc. | 0.20% | 24,370 | $434K | Reduce -33.1% |
| JPM JPMorgan Chase & Co. | 0.20% | 2,078 | $416K | Reduce -0.5% |
| AXP American Express Co. | 0.20% | 1,815 | $413K | Reduce -28.1% |
| AMAT Applied Materials Inc. | 0.20% | 2,000 | $412K | No change |
| NVS Novartis AG-Sponsored ADR | 0.18% | 4,017 | $389K | New |
| CMCSA Comcast Corp. Class A | 0.17% | 8,516 | $369K | Add +53.5% |
| PG The Procter & Gamble Co. | 0.17% | 2,208 | $358K | Reduce -7.2% |
| OMC Omnicom Group | 0.16% | 3,594 | $348K | New |
| HD Home Depot Inc. | 0.16% | 904 | $347K | Reduce -38.0% |
| SNY Sanofi-ADR | 0.16% | 7,017 | $341K | Reduce -0.2% |
| OKTA Okta Inc. | 0.16% | 3,230 | $338K | Reduce -30.1% |
| JNJ Johnson & Johnson | 0.16% | 2,114 | $334K | Reduce -15.3% |
| VZ Verizon Communications Inc. | 0.16% | 7,888 | $331K | Reduce -44.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.16% | 957 | $330K | Reduce -11.1% |
| KO The Coca-Cola Co. | 0.15% | 5,251 | $321K | Reduce -20.4% |
| IVV iShares Core S&P 500 ETF | 0.15% | 608 | $320K | Reduce -33.3% |
| WMT Walmart Inc. | 0.15% | 5,241 | $315K | Add +6.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.15% | 1,616 | $310K | Reduce -15.3% |
| QTEC First Trust Nasdq 100 Tech I | 0.14% | 1,577 | $301K | Reduce -23.7% |
| GD General Dynamics Corp. | 0.14% | 1,058 | $299K | New |
| UL Unilever PLC | 0.14% | 5,945 | $298K | New |
| EW Edwards Lifesciences Corp. | 0.14% | 3,105 | $297K | No change |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.14% | 5,073 | $292K | Add +27.8% |
| CSCO Cisco Systems Inc. | 0.13% | 5,512 | $275K | Reduce -45.0% |
| PGR Progressive Corp. | 0.13% | 1,316 | $272K | No change |
| VGT Vanguard Info Tech ETF | 0.13% | 518 | $272K | Reduce -5.0% |
| ORCL Oracle Corp. | 0.12% | 2,102 | $264K | New |
| EBAY eBay Inc. | 0.12% | 4,995 | $264K | New |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.12% | 6,902 | $262K | New |
| UTES Virtus Reaves Utilities ETF | 0.12% | 5,073 | $246K | Reduce -18.3% |
| AOA iShares Core 80/20 Aggressiv | 0.12% | 3,321 | $244K | Reduce -35.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.11% | 1,255 | $240K | Reduce -68.4% |
| EME Emcor Group Inc. | 0.11% | 674 | $236K | New |
| MTUM iShares MSCI USA Momentum Fa | 0.11% | 1,257 | $235K | Reduce -27.4% |
| DUK Duke Energy Corp. | 0.11% | 2,425 | $235K | Add +16.9% |
| GS Goldman Sachs Group Inc. | 0.11% | 554 | $231K | No change |
| LMT Lockheed Martin Corp. | 0.11% | 507 | $231K | New |
| QCOM Qualcomm Inc. | 0.10% | 1,310 | $222K | New |
| FDX FedEx Corp. | 0.10% | 750 | $217K | New |
| PEG Public Service Enterprise GP | 0.10% | 3,140 | $210K | Reduce -18.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.10% | 1,281 | $209K | Reduce -34.8% |
| T AT&T Inc. | 0.10% | 11,423 | $201K | Reduce -44.4% |
Portfolio Sells Q4 2023 → Q1 2024
| TSLA Tesla Inc. | Reduce -3.9% | 8.19% | −5.69 |
| AAPL Apple Inc. | Reduce -0.7% | 6.92% | −2.10 |
| ADBE Adobe Inc. | Reduce -21.2% | 1.64% | −1.19 |
| ABNB Airbnb Inc. Class A | Reduce -55.2% | 0.80% | −0.90 |
| UMC United Microelectron-SP ADR | Reduce -67.6% | 0.27% | −0.74 |
| ZS Zscaler Inc. | Reduce -35.2% | 0.53% | −0.55 |
| GOOGL Alphabet Inc. Class A | Reduce -1.5% | 6.40% | −0.53 |
| ZM Zoom Communications Inc. | Reduce -51.3% | 0.31% | −0.50 |
| DRI Darden Restaurants Inc. | Reduce -39.2% | 0.56% | −0.49 |
| LW Lamb Weston Holdings Inc. | Reduce -32.0% | 0.65% | −0.47 |
| OXY Occidental Petroleum Corp. | Reduce -31.3% | 0.74% | −0.40 |
| SQM Quimica Y Minera Chil-SP ADR | Reduce -31.9% | 0.34% | −0.37 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -18.3% | 1.07% | −0.32 |
| PINS Pinterest Inc. Class A | Reduce -32.9% | 0.36% | −0.30 |
| LOW Lowe's Cos Inc. | Reduce -29.4% | 0.63% | −0.27 |
| SPGI S&P Global Inc. | Reduce -28.4% | 0.39% | −0.26 |
| FSLR First Solar Inc. | Reduce -40.6% | 0.25% | −0.25 |
| IBM Intl Business Machines Corp. | Reduce -68.4% | 0.11% | −0.24 |
| XLV SS Health Care Select Sector | Reduce -29.0% | 0.42% | −0.21 |
| HEI Heico Corp. | Reduce -25.4% | 0.47% | −0.21 |
| XOM Exxon Mobil Corp. | Reduce -19.8% | 0.82% | −0.20 |
| CL Colgate-Palmolive Co. | Sold out | 0.00% | −0.19 |
| IHI iShares U.S. Medical Devices | Reduce -34.7% | 0.30% | −0.19 |
| LGLV SPDR US LC Low Vol Idx | Sold out | 0.00% | −0.17 |
| EPS Wisdomtree US Large Cap Fund | Sold out | 0.00% | −0.17 |
| QUS SS SPDR MSCI U Stratfact ETF | Sold out | 0.00% | −0.16 |
| UPST Upstart Holdings Inc. | Sold out | 0.00% | −0.15 |
| XLY SS Consumer Disc Select Sect | Reduce -14.8% | 0.46% | −0.15 |
| CSCO Cisco Systems Inc. | Reduce -45.0% | 0.13% | −0.15 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Sold out | 0.00% | −0.14 |
| VYM Vanguard High DVD Yield ETF | Reduce -27.4% | 0.30% | −0.14 |
| VZ Verizon Communications Inc. | Reduce -44.6% | 0.16% | −0.14 |
| CVX Chevron Corp. | Sold out | 0.00% | −0.13 |
| MMTM SS SPDR S&P 1500 Mom Tilt | Sold out | 0.00% | −0.13 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.12 |
| FNF Fidelity National Financial | Sold out | 0.00% | −0.12 |
| CPNG Coupang Inc. | Reduce -33.1% | 0.20% | −0.12 |
| HD Home Depot Inc. | Reduce -38.0% | 0.16% | −0.11 |
| T AT&T Inc. | Reduce -44.4% | 0.10% | −0.09 |
| IVV iShares Core S&P 500 ETF | Reduce -33.3% | 0.15% | −0.09 |
| AOA iShares Core 80/20 Aggressiv | Reduce -35.9% | 0.12% | −0.08 |
| OKTA Okta Inc. | Reduce -30.1% | 0.16% | −0.07 |
| AXP American Express Co. | Reduce -28.1% | 0.20% | −0.06 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -34.8% | 0.10% | −0.06 |
| KO The Coca-Cola Co. | Reduce -20.4% | 0.15% | −0.06 |
| QTEC First Trust Nasdq 100 Tech I | Reduce -23.7% | 0.14% | −0.06 |
| JNJ Johnson & Johnson | Reduce -15.3% | 0.16% | −0.06 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -15.3% | 0.15% | −0.04 |
| SCHD Schwab US DVD Equity ETF | Reduce -2.7% | 0.32% | −0.04 |
| MTUM iShares MSCI USA Momentum Fa | Reduce -27.4% | 0.11% | −0.04 |
Portfolio Buys Q4 2023 → Q1 2024
| NVDA Nvidia Corp. | Add +21.1% | 5.56% | +2.66 |
| META Meta Platforms Inc. Class A | Add +0.4% | 8.86% | +1.44 |
| LLY Eli Lilly & Co. | Add +110.3% | 2.30% | +1.35 |
| SMCI Super Micro Computer Inc. | New | 1.21% | +1.21 |
| CVS CVS Health Corp. | Add +688.7% | 0.97% | +0.83 |
| GPC Genuine Parts Co. | Add +497.0% | 0.88% | +0.73 |
| NVO Novo-Nordisk A/S-Spons ADR | New | 0.72% | +0.72 |
| BLD Topbuild Corp. | New | 0.71% | +0.71 |
| XLK SS Technology Select Sector | Add +159.4% | 1.17% | +0.69 |
| RCL Royal Caribbean Cruises Ltd. | New | 0.68% | +0.68 |
| FNDB Schwab Fndmntl US BRD Mr ETF | Add +385.4% | 0.86% | +0.67 |
| TOL Toll Brothers Inc. | Add +287.2% | 0.88% | +0.67 |
| TDG Transdigm Group Inc. | Add +365.7% | 0.75% | +0.60 |
| BLDR Builders Firstsource Inc. | Add +31.1% | 1.96% | +0.58 |
| VONG Vanguard Russell 1000 Growth | Add +375.3% | 0.74% | +0.58 |
| SMH Vaneck Semiconductor ETF | New | 0.51% | +0.51 |
| BKNG Booking Holdings Inc. | Add +332.2% | 0.67% | +0.49 |
| TRGP Targa Resources Corp. | Add +338.6% | 0.60% | +0.48 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +7.8% | 5.00% | +0.46 |
| AMZN Amazon.com Inc. | Add +7.7% | 4.56% | +0.45 |
| ANET Arista Networks Inc. | Add +7.2% | 2.78% | +0.35 |
| COST Costco Wholesale Corp. | Add +99.0% | 0.65% | +0.31 |
| KLAC KLA Corp. | Add +245.9% | 0.42% | +0.31 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +48.0% | 0.69% | +0.26 |
| IWY iShares Russell Top 200 Grow | Add +24.0% | 1.44% | +0.24 |
| NVS Novartis AG-Sponsored ADR | New | 0.18% | +0.18 |
| NFLX Netflix Inc. | Add +1.3% | 1.97% | +0.17 |
| OMC Omnicom Group | New | 0.16% | +0.16 |
| GD General Dynamics Corp. | New | 0.14% | +0.14 |
| UL Unilever PLC | New | 0.14% | +0.14 |
| ORCL Oracle Corp. | New | 0.12% | +0.12 |
| EBAY eBay Inc. | New | 0.12% | +0.12 |
| BAC Bank of America Corp. | New | 0.12% | +0.12 |
| EME Emcor Group Inc. | New | 0.11% | +0.11 |
| LMT Lockheed Martin Corp. | New | 0.11% | +0.11 |
| QCOM Qualcomm Inc. | New | 0.10% | +0.10 |
| FDX FedEx Corp. | New | 0.10% | +0.10 |
| CMCSA Comcast Corp. Class A | Add +53.5% | 0.17% | +0.04 |
| BNY Bank of New York Mellon Corp. | Add +27.8% | 0.14% | +0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +11.4% | 0.22% | +0.01 |
| SCHW Schwab (charles) Corp. | Add +10.1% | 2.57% | +0.01 |
| WMT Walmart Inc. | Add +6.3% | 0.15% | +0.01 |
| IEO iShares U.S. Oil & Gas Explo | Add +0.8% | 0.44% | +0.00 |
| DUK Duke Energy Corp. | Add +16.9% | 0.11% | +0.00 |
| V Visa Inc. Class A | Add +7.1% | 3.82% | −0.02 |
| REGN Regeneron Pharmaceuticals | Add +1.3% | 1.15% | −0.04 |
| MSFT Microsoft Corp. | Add +1.1% | 4.73% | −0.09 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 170 | $497.9M | GOOGL, TSLA, AAPL, NVDA, BE |
| Q1 2026 | 154 | $390.8M | TSLA, GOOGL, AAPL, NVDA, META |
| Q4 2025 | 160 | $416.2M | TSLA, GOOGL, NVDA, AAPL, META |
| Q3 2025 | 160 | $390.7M | TSLA, META, NVDA, AAPL, GOOGL |
| Q2 2025 | 145 | $333.1M | META, TSLA, NVDA, AAPL, GOOGL |
| Q1 2025 | 147 | $289.3M | META, AAPL, TSLA, NVDA, BRK.B |
| Q4 2024 | 143 | $310.0M | TSLA, META, AAPL, NVDA, GOOGL |
| Q3 2024 | 86 | $253.6M | META, TSLA, AAPL, NVDA, GOOGL |
| Q2 2024 | 76 | $233.2M | META, AAPL, NVDA, GOOGL, TSLA |
| Q1 2024 | 101 | $211.4M | META, TSLA, AAPL, GOOGL, NVDA |