Mezzasalma Advisors, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 30, 2024), Mezzasalma Advisors, LLC reported 76 stock positions worth $233.2 million. Its top holding was Meta Platforms Class A (META) at 8.4% of the portfolio, followed by Apple (AAPL, 7.4%) and Nvidia (NVDA, 7.4%). Compared with Q1 2024, it opened 10 new positions, sold out of 35, added to 39 and reduced 23. The biggest buy was Nvidia (NVDA, shares +7%) and the biggest sale an exit from Builders Firstsource (BLDR).
- Most Recent 13F
- Q2 2026
- Location
- TINTON FALLS, NJ
- CIK
- 0001864916
- Portfolio Value
- $233.2M (Q2 2024)
- SEC Filing
- 0001085146-24-003347 ↗ filed Jul 30, 2024
Holdings Value
Holdings 76 stocks · $233.2M
| META Meta Platforms Inc. Class A | 8.35% | 38,631 | $19.5M | Add +0.2% |
| AAPL Apple Inc. | 7.41% | 82,012 | $17.3M | Reduce -3.9% |
| NVDA Nvidia Corp. | 7.36% | 138,921 | $17.2M | Add +6.8% |
| GOOGL Alphabet Inc. Class A | 7.05% | 90,241 | $16.4M | Add +0.6% |
| TSLA Tesla Inc. | 6.33% | 74,574 | $14.8M | Reduce -24.3% |
| MSFT Microsoft Corp. | 4.94% | 25,766 | $11.5M | Add +8.5% |
| AMZN Amazon.com Inc. | 4.75% | 57,329 | $11.1M | Add +7.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.51% | 25,832 | $10.5M | Add +2.7% |
| V Visa Inc. Class A | 3.78% | 33,541 | $8.8M | Add +16.0% |
| ANET Arista Networks Inc. | 3.66% | 24,360 | $8.5M | Add +20.4% |
| LLY Eli Lilly & Co. | 3.30% | 8,496 | $7.7M | Add +36.1% |
| SCHW Schwab (charles) Corp. | 2.58% | 81,794 | $6.0M | Add +9.1% |
| NFLX Netflix Inc. | 2.12% | 7,325 | $4.9M | Add +6.8% |
| IWY iShares Russell Top 200 Grow | 1.80% | 19,550 | $4.2M | Add +25.0% |
| EME Emcor Group Inc. | 1.61% | 10,316 | $3.8M | Add +1430.6% |
| ADBE Adobe Inc. | 1.59% | 6,676 | $3.7M | Reduce -2.7% |
| SMCI Super Micro Computer Inc. | 1.53% | 4,343 | $3.6M | Add +71.9% |
| VONG Vanguard Russell 1000 Growth | 1.48% | 36,765 | $3.4M | Add +103.9% |
| NVO Novo-Nordisk A/S-Spons ADR | 1.40% | 22,922 | $3.3M | Add +92.6% |
| FNDB Schwab Fndmntl US BRD Mr ETF | 1.38% | 48,896 | $3.2M | Add +77.8% |
| XLK SS Technology Select Sector | 1.37% | 14,157 | $3.2M | Add +19.0% |
| RCL Royal Caribbean Cruises Ltd. | 1.34% | 19,581 | $3.1M | Add +88.6% |
| COST Costco Wholesale Corp. | 1.32% | 3,608 | $3.1M | Add +93.0% |
| TDG Transdigm Group Inc. | 1.30% | 2,372 | $3.0M | Add +83.9% |
| TOL Toll Brothers Inc. | 1.28% | 25,862 | $3.0M | Add +80.2% |
| XOM Exxon Mobil Corp. | 1.23% | 24,873 | $2.9M | Add +66.0% |
| REGN Regeneron Pharmaceuticals | 1.13% | 2,500 | $2.6M | Reduce -1.3% |
| BLD Topbuild Corp. | 1.12% | 6,791 | $2.6M | Add +100.7% |
| TRGP Targa Resources Corp. | 1.06% | 19,262 | $2.5M | Add +69.0% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.05% | 6,376 | $2.4M | Add +40.8% |
| SMH Vaneck Semiconductor ETF | 0.97% | 8,701 | $2.3M | Add +81.6% |
| GPC Genuine Parts Co. | 0.95% | 16,099 | $2.2M | Add +33.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.63% | 3,079 | $1.5M | Reduce -39.6% |
| BKNG Booking Holdings Inc. | 0.58% | 340 | $1.3M | Reduce -12.6% |
| IEO iShares U.S. Oil & Gas Explo | 0.49% | 11,560 | $1.2M | Add +32.5% |
| OEF iShares S&P 100 ETF | 0.48% | 4,248 | $1.1M | New |
| PGR Progressive Corp. | 0.42% | 4,722 | $981K | Add +258.8% |
| KLAC KLA Corp. | 0.41% | 1,173 | $967K | Reduce -8.4% |
| VRT Vertiv Holdings Co. Class A | 0.33% | 9,013 | $780K | New |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.30% | 10,431 | $699K | New |
| GOOG Alphabet Inc. Class C | 0.27% | 3,420 | $627K | Reduce -6.5% |
| HEI Heico Corp. | 0.23% | 2,435 | $544K | Reduce -52.9% |
| NVS Novartis AG-Sponsored ADR | 0.23% | 5,040 | $537K | Add +25.5% |
| UL Unilever PLC | 0.23% | 9,670 | $532K | Add +62.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.23% | 972 | $529K | Add +9.3% |
| SCHD Schwab US DVD Equity ETF | 0.21% | 6,427 | $500K | Reduce -23.4% |
| SNY Sanofi-ADR | 0.21% | 9,940 | $482K | Add +41.7% |
| AMAT Applied Materials Inc. | 0.20% | 2,000 | $472K | No change |
| GD General Dynamics Corp. | 0.18% | 1,479 | $429K | Add +39.8% |
| ORCL Oracle Corp. | 0.17% | 2,767 | $391K | Add +31.6% |
| PEP Pepsico Inc. | 0.16% | 2,300 | $379K | Reduce -12.7% |
| EBAY eBay Inc. | 0.16% | 6,908 | $371K | Add +38.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.15% | 940 | $352K | Reduce -1.8% |
| FLOT iShares Floating Rate Bond E | 0.15% | 6,642 | $339K | New |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.14% | 8,504 | $338K | Add +23.2% |
| EMNT PIMCO Enhcd St M-Active ESG | 0.14% | 3,395 | $335K | New |
| LMT Lockheed Martin Corp. | 0.14% | 705 | $329K | Add +39.0% |
| VYM Vanguard High DVD Yield ETF | 0.14% | 2,769 | $328K | Reduce -46.4% |
| OMC Omnicom Group | 0.14% | 3,558 | $319K | Reduce -1.0% |
| KO The Coca-Cola Co. | 0.13% | 4,808 | $306K | Reduce -8.4% |
| PG The Procter & Gamble Co. | 0.12% | 1,680 | $277K | Reduce -23.9% |
| MO Altria Group Inc. | 0.12% | 6,004 | $273K | New |
| WMT Walmart Inc. | 0.11% | 3,935 | $266K | Reduce -24.9% |
| VGT Vanguard Info Tech ETF | 0.11% | 461 | $266K | Reduce -11.0% |
| QCOM Qualcomm Inc. | 0.11% | 1,310 | $261K | No change |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.11% | 4,299 | $257K | Reduce -15.3% |
| RTX RTX Corp. | 0.11% | 2,531 | $254K | New |
| WFC Wells Fargo & Co. | 0.11% | 4,267 | $253K | New |
| GS Goldman Sachs Group Inc. | 0.11% | 554 | $251K | No change |
| KMX Carmax Inc. | 0.10% | 3,267 | $240K | New |
| LOW Lowe's Cos Inc. | 0.10% | 1,077 | $237K | Reduce -79.5% |
| WPP WPP PLC-Sponsored ADR | 0.10% | 4,933 | $226K | New |
| FDX FedEx Corp. | 0.10% | 750 | $225K | No change |
| AXP American Express Co. | 0.10% | 966 | $224K | Reduce -46.8% |
| HD Home Depot Inc. | 0.09% | 630 | $217K | Reduce -30.3% |
| T AT&T Inc. | 0.09% | 10,774 | $206K | Reduce -5.7% |
Portfolio Sells Q1 2024 → Q2 2024
| BLDR Builders Firstsource Inc. | Sold out | 0.00% | −1.96 |
| TSLA Tesla Inc. | Reduce -24.3% | 6.33% | −1.86 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.97 |
| ABNB Airbnb Inc. Class A | Sold out | 0.00% | −0.80 |
| OXY Occidental Petroleum Corp. | Sold out | 0.00% | −0.74 |
| LW Lamb Weston Holdings Inc. | Sold out | 0.00% | −0.65 |
| DRI Darden Restaurants Inc. | Sold out | 0.00% | −0.56 |
| LOW Lowe's Cos Inc. | Reduce -79.5% | 0.10% | −0.53 |
| ZS Zscaler Inc. | Sold out | 0.00% | −0.53 |
| XLY SS Consumer Disc Select Sect | Sold out | 0.00% | −0.46 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -39.6% | 0.63% | −0.44 |
| XLV SS Health Care Select Sector | Sold out | 0.00% | −0.42 |
| SPGI S&P Global Inc. | Sold out | 0.00% | −0.39 |
| PINS Pinterest Inc. Class A | Sold out | 0.00% | −0.36 |
| SQM Quimica Y Minera Chil-SP ADR | Sold out | 0.00% | −0.34 |
| ZM Zoom Communications Inc. | Sold out | 0.00% | −0.31 |
| IHI iShares U.S. Medical Devices | Sold out | 0.00% | −0.30 |
| UMC United Microelectron-SP ADR | Sold out | 0.00% | −0.27 |
| FSLR First Solar Inc. | Sold out | 0.00% | −0.25 |
| HEI Heico Corp. | Reduce -52.9% | 0.23% | −0.23 |
| CPNG Coupang Inc. | Sold out | 0.00% | −0.20 |
| JPM JPMorgan Chase & Co. | Sold out | 0.00% | −0.20 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.17 |
| OKTA Okta Inc. | Sold out | 0.00% | −0.16 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −0.16 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.16 |
| VYM Vanguard High DVD Yield ETF | Reduce -46.4% | 0.14% | −0.15 |
| IVV iShares Core S&P 500 ETF | Sold out | 0.00% | −0.15 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Sold out | 0.00% | −0.15 |
| QTEC First Trust Nasdq 100 Tech I | Sold out | 0.00% | −0.14 |
| EW Edwards Lifesciences Corp. | Sold out | 0.00% | −0.14 |
| CSCO Cisco Systems Inc. | Sold out | 0.00% | −0.13 |
| UTES Virtus Reaves Utilities ETF | Sold out | 0.00% | −0.12 |
| AOA iShares Core 80/20 Aggressiv | Sold out | 0.00% | −0.12 |
| IBM Intl Business Machines Corp. | Sold out | 0.00% | −0.11 |
| MTUM iShares MSCI USA Momentum Fa | Sold out | 0.00% | −0.11 |
| DUK Duke Energy Corp. | Sold out | 0.00% | −0.11 |
| SCHD Schwab US DVD Equity ETF | Reduce -23.4% | 0.21% | −0.11 |
| AXP American Express Co. | Reduce -46.8% | 0.10% | −0.10 |
| PEG Public Service Enterprise GP | Sold out | 0.00% | −0.10 |
| VTV Vanguard Mrngstr Val ETF-Aui | Sold out | 0.00% | −0.10 |
| BKNG Booking Holdings Inc. | Reduce -12.6% | 0.58% | −0.09 |
| HD Home Depot Inc. | Reduce -30.3% | 0.09% | −0.07 |
| PEP Pepsico Inc. | Reduce -12.7% | 0.16% | −0.06 |
| PG The Procter & Gamble Co. | Reduce -23.9% | 0.12% | −0.05 |
| ADBE Adobe Inc. | Reduce -2.7% | 1.59% | −0.05 |
| WMT Walmart Inc. | Reduce -24.9% | 0.11% | −0.03 |
| BNY Bank of New York Mellon Corp. | Reduce -15.3% | 0.11% | −0.03 |
| OMC Omnicom Group | Reduce -1.0% | 0.14% | −0.03 |
| REGN Regeneron Pharmaceuticals | Reduce -1.3% | 1.13% | −0.03 |
Portfolio Buys Q1 2024 → Q2 2024
| NVDA Nvidia Corp. | Add +6.8% | 7.36% | +1.80 |
| EME Emcor Group Inc. | Add +1430.6% | 1.61% | +1.50 |
| LLY Eli Lilly & Co. | Add +36.1% | 3.30% | +1.00 |
| ANET Arista Networks Inc. | Add +20.4% | 3.66% | +0.89 |
| VONG Vanguard Russell 1000 Growth | Add +103.9% | 1.48% | +0.74 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +92.6% | 1.40% | +0.68 |
| COST Costco Wholesale Corp. | Add +93.0% | 1.32% | +0.67 |
| RCL Royal Caribbean Cruises Ltd. | Add +88.6% | 1.34% | +0.66 |
| GOOGL Alphabet Inc. Class A | Add +0.6% | 7.05% | +0.65 |
| TDG Transdigm Group Inc. | Add +83.9% | 1.30% | +0.55 |
| FNDB Schwab Fndmntl US BRD Mr ETF | Add +77.8% | 1.38% | +0.51 |
| OEF iShares S&P 100 ETF | New | 0.48% | +0.48 |
| SMH Vaneck Semiconductor ETF | Add +81.6% | 0.97% | +0.46 |
| TRGP Targa Resources Corp. | Add +69.0% | 1.06% | +0.46 |
| BLD Topbuild Corp. | Add +100.7% | 1.12% | +0.42 |
| XOM Exxon Mobil Corp. | Add +66.0% | 1.23% | +0.40 |
| TOL Toll Brothers Inc. | Add +80.2% | 1.28% | +0.40 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +40.8% | 1.05% | +0.36 |
| IWY iShares Russell Top 200 Grow | Add +25.0% | 1.80% | +0.35 |
| VRT Vertiv Holdings Co. Class A | New | 0.33% | +0.33 |
| SMCI Super Micro Computer Inc. | Add +71.9% | 1.53% | +0.32 |
| FNDX Schwab Fndmntl US LRG Co. ETF | New | 0.30% | +0.30 |
| PGR Progressive Corp. | Add +258.8% | 0.42% | +0.29 |
| MSFT Microsoft Corp. | Add +8.5% | 4.94% | +0.21 |
| XLK SS Technology Select Sector | Add +19.0% | 1.37% | +0.20 |
| AMZN Amazon.com Inc. | Add +7.3% | 4.75% | +0.19 |
| NFLX Netflix Inc. | Add +6.8% | 2.12% | +0.15 |
| FLOT iShares Floating Rate Bond E | New | 0.15% | +0.15 |
| EMNT PIMCO Enhcd St M-Active ESG | New | 0.14% | +0.14 |
| MO Altria Group Inc. | New | 0.12% | +0.12 |
| RTX RTX Corp. | New | 0.11% | +0.11 |
| WFC Wells Fargo & Co. | New | 0.11% | +0.11 |
| KMX Carmax Inc. | New | 0.10% | +0.10 |
| WPP WPP PLC-Sponsored ADR | New | 0.10% | +0.10 |
| UL Unilever PLC | Add +62.7% | 0.23% | +0.09 |
| GPC Genuine Parts Co. | Add +33.8% | 0.95% | +0.07 |
| IEO iShares U.S. Oil & Gas Explo | Add +32.5% | 0.49% | +0.05 |
| NVS Novartis AG-Sponsored ADR | Add +25.5% | 0.23% | +0.05 |
| SNY Sanofi-ADR | Add +41.7% | 0.21% | +0.05 |
| GD General Dynamics Corp. | Add +39.8% | 0.18% | +0.04 |
| ORCL Oracle Corp. | Add +31.6% | 0.17% | +0.04 |
| EBAY eBay Inc. | Add +38.3% | 0.16% | +0.03 |
| LMT Lockheed Martin Corp. | Add +39.0% | 0.14% | +0.03 |
| BAC Bank of America Corp. | Add +23.2% | 0.14% | +0.02 |
| SCHW Schwab (charles) Corp. | Add +9.1% | 2.58% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +9.3% | 0.23% | +0.01 |
| V Visa Inc. Class A | Add +16.0% | 3.78% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +2.7% | 4.51% | −0.49 |
| META Meta Platforms Inc. Class A | Add +0.2% | 8.35% | −0.50 |
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 |