Mezzasalma Advisors, LLC

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 16, 2024), Mezzasalma Advisors, LLC reported 86 stock positions worth $253.6 million. Its top holding was Meta Platforms Class A (META) at 8.8% of the portfolio, followed by Tesla (TSLA, 7.7%) and Apple (AAPL, 7.6%). Compared with Q2 2024, it opened 11 new positions, sold out of 1, added to 50 and reduced 12. The biggest buy was Tesla (TSLA, shares +0%) and the biggest sale an exit from Super Micro Computer (SMCI).

Most Recent 13F
Q2 2026
Location
TINTON FALLS, NJ
CIK
0001864916
Portfolio Value
$253.6M (Q3 2024)
SEC Filing
0001085146-24-004961 ↗ filed Oct 16, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $211.4M Q1 2024 Q2 2024: $233.2M Q2 2024 Q3 2024: $253.6M $253.6M Q3 2024 Q4 2024: $310.0M Q4 2024 Q1 2025: $289.3M Q1 2025 Q2 2025: $333.1M Q2 2025 Q3 2025: $390.7M Q3 2025 Q4 2025: $416.2M Q4 2025 Q1 2026: $390.8M Q1 2026 Q2 2026: $497.9M Q2 2026

Holdings 86 stocks · $253.6M
META Meta Platforms Inc. Class A 8.80% 38,978 $22.3M Add +0.9%
TSLA Tesla Inc. 7.73% 74,896 $19.6M Add +0.4%
AAPL Apple Inc. 7.55% 82,229 $19.2M Add +0.3%
NVDA Nvidia Corp. 6.71% 140,115 $17.0M Add +0.9%
GOOGL Alphabet Inc. Class A 5.99% 91,556 $15.2M Add +1.5%
BRK.B Berkshire Hathaway Inc. Class B 4.85% 26,750 $12.3M Add +3.5%
MSFT Microsoft Corp. 4.44% 26,184 $11.3M Add +1.6%
AMZN Amazon.com Inc. 4.32% 58,799 $11.0M Add +2.6%
V Visa Inc. Class A 3.74% 34,538 $9.5M Add +3.0%
ANET Arista Networks Inc. 3.74% 24,710 $9.5M Add +1.4%
LLY Eli Lilly & Co. 3.04% 8,693 $7.7M Add +2.3%
SCHW Schwab (charles) Corp. 2.13% 83,549 $5.4M Add +2.1%
NFLX Netflix Inc. 2.08% 7,426 $5.3M Add +1.4%
EME Emcor Group Inc. 1.88% 11,097 $4.8M Add +7.6%
IWY iShares Russell Top 200 Grow 1.70% 19,603 $4.3M Add +0.3%
TOL Toll Brothers Inc. 1.63% 26,780 $4.1M Add +3.5%
RCL Royal Caribbean Cruises Ltd. 1.61% 22,975 $4.1M Add +17.3%
VONG Vanguard Russell 1000 Growth 1.40% 36,748 $3.5M Reduce -0.1%
TDG Transdigm Group Inc. 1.40% 2,480 $3.5M Add +4.5%
FNDB Schwab Fndmntl US BRD Mr ETF 1.35% 48,780 $3.4M Reduce -0.2%
ADBE Adobe Inc. 1.35% 6,623 $3.4M Reduce -0.8%
COST Costco Wholesale Corp. 1.33% 3,792 $3.4M Add +5.1%
XLK SS Technology Select Sector 1.29% 14,508 $3.3M Add +2.5%
XOM Exxon Mobil Corp. 1.25% 27,095 $3.2M Add +8.9%
BLD Topbuild Corp. 1.16% 7,225 $2.9M Add +6.4%
TRGP Targa Resources Corp. 1.15% 19,786 $2.9M Add +2.7%
NVO Novo-Nordisk A/S-Spons ADR 1.13% 24,007 $2.9M Add +4.7%
REGN Regeneron Pharmaceuticals 1.04% 2,500 $2.6M No change
SMH Vaneck Semiconductor ETF 0.85% 8,737 $2.1M Add +0.4%
GPC Genuine Parts Co. 0.81% 14,765 $2.1M Reduce -8.3%
CRWD CrowdStrike Holdings Inc. Class A 0.79% 7,114 $2.0M Add +11.6%
IVV iShares Core S&P 500 ETF 0.65% 2,877 $1.7M New
VRT Vertiv Holdings Co. Class A 0.63% 16,063 $1.6M Add +78.2%
PGR Progressive Corp. 0.61% 6,089 $1.5M Add +28.9%
OEF iShares S&P 100 ETF 0.59% 5,416 $1.5M Add +27.5%
QQQ Invesco QQQ Trust Series 1 0.58% 3,027 $1.5M Reduce -1.7%
BKNG Booking Holdings Inc. 0.50% 302 $1.3M Reduce -11.2%
VOO Vanguard S&P 500 ETF 0.45% 2,183 $1.2M New
IEO iShares U.S. Oil & Gas Explo 0.42% 11,620 $1.1M Add +0.5%
VUG Vanguard Mrngstar GR ETF-Sui 0.40% 2,613 $1.0M Add +178.0%
KLAC KLA Corp. 0.36% 1,166 $903K Reduce -0.6%
FNDX Schwab Fndmntl US LRG Co. ETF 0.35% 12,231 $878K Add +17.3%
UL Unilever PLC 0.26% 9,990 $649K Add +3.3%
HEI Heico Corp. 0.25% 2,435 $637K No change
TSM Taiwan Semiconductor-SP ADR 0.24% 3,504 $609K New
NVS Novartis AG-Sponsored ADR 0.24% 5,244 $603K Add +4.0%
SNY Sanofi-ADR 0.23% 10,234 $590K Add +3.0%
GOOG Alphabet Inc. Class C 0.23% 3,497 $585K Add +2.3%
SPY SS SPDR S&P 500 ETF Trust-US 0.23% 1,001 $574K Add +3.0%
SCHD Schwab US DVD Equity ETF 0.22% 6,496 $549K Add +1.1%
ORCL Oracle Corp. 0.20% 2,928 $499K Add +5.8%
GD General Dynamics Corp. 0.19% 1,602 $484K Add +8.3%
EBAY eBay Inc. 0.19% 7,294 $475K Add +5.6%
LMT Lockheed Martin Corp. 0.17% 735 $430K Add +4.3%
AMAT Applied Materials Inc. 0.16% 2,000 $404K No change
OMC Omnicom Group 0.15% 3,787 $392K Add +6.4%
PEP Pepsico Inc. 0.15% 2,300 $391K No change
EMNT PIMCO Enhcd St M-Active ESG 0.14% 3,580 $354K Add +5.5%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.14% 8,922 $354K Add +4.9%
KO The Coca-Cola Co. 0.14% 4,784 $344K Reduce -0.5%
VYM Vanguard High DVD Yield ETF 0.13% 2,639 $338K Reduce -4.7%
RTX RTX Corp. 0.13% 2,670 $323K Add +5.5%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.13% 4,480 $322K Add +4.2%
WMT Walmart Inc. 0.13% 3,930 $317K Reduce -0.1%
FLOT iShares Floating Rate Bond E 0.12% 6,163 $315K Reduce -7.2%
MO Altria Group Inc. 0.12% 6,004 $306K No change
SGOV iShares 0-3 Month Treasury B 0.12% 2,986 $301K New
PG The Procter & Gamble Co. 0.11% 1,680 $291K No change
GS Goldman Sachs Group Inc. 0.11% 554 $274K No change
WPP WPP PLC-Sponsored ADR 0.11% 5,291 $271K Add +7.3%
VGT Vanguard Info Tech ETF 0.11% 461 $270K No change
LOW Lowe's Cos Inc. 0.11% 997 $270K Reduce -7.4%
KMX Carmax Inc. 0.11% 3,475 $269K Add +6.4%
AXP American Express Co. 0.10% 966 $262K No change
WFC Wells Fargo & Co. 0.10% 4,562 $258K Add +6.9%
HD Home Depot Inc. 0.10% 630 $255K No change
DUK Duke Energy Corp. 0.09% 2,080 $240K New
T AT&T Inc. 0.09% 10,774 $237K No change
PM Philip Morris International 0.09% 1,945 $236K New
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.09% 1,050 $232K New
MMM 3M Co. 0.09% 1,669 $228K New
QCOM Qualcomm Inc. 0.09% 1,310 $223K No change
SPGI S&P Global Inc. 0.09% 422 $218K New
GIS General Mills Inc. 0.08% 2,917 $215K New
FDX FedEx Corp. 0.08% 750 $205K No change
BLDR Builders Firstsource Inc. 0.08% 1,045 $203K New

Portfolio Sells Q2 2024 → Q3 2024
SMCI Super Micro Computer Inc. Sold out 0.00% −1.53
ADBE Adobe Inc. Reduce -0.8% 1.35% −0.24
GPC Genuine Parts Co. Reduce -8.3% 0.81% −0.14
VONG Vanguard Russell 1000 Growth Reduce -0.1% 1.40% −0.08
BKNG Booking Holdings Inc. Reduce -11.2% 0.50% −0.08
KLAC KLA Corp. Reduce -0.6% 0.36% −0.06
QQQ Invesco QQQ Trust Series 1 Reduce -1.7% 0.58% −0.05
FNDB Schwab Fndmntl US BRD Mr ETF Reduce -0.2% 1.35% −0.02
FLOT iShares Floating Rate Bond E Reduce -7.2% 0.12% −0.02
VYM Vanguard High DVD Yield ETF Reduce -4.7% 0.13% −0.01
KO The Coca-Cola Co. Reduce -0.5% 0.14% +0.00
LOW Lowe's Cos Inc. Reduce -7.4% 0.11% +0.00
WMT Walmart Inc. Reduce -0.1% 0.13% +0.01

Portfolio Buys Q2 2024 → Q3 2024
TSLA Tesla Inc. Add +0.4% 7.73% +1.40
IVV iShares Core S&P 500 ETF New 0.65% +0.65
VOO Vanguard S&P 500 ETF New 0.45% +0.45
META Meta Platforms Inc. Class A Add +0.9% 8.80% +0.44
TOL Toll Brothers Inc. Add +3.5% 1.63% +0.35
BRK.B Berkshire Hathaway Inc. Class B Add +3.5% 4.85% +0.35
VRT Vertiv Holdings Co. Class A Add +78.2% 0.63% +0.30
EME Emcor Group Inc. Add +7.6% 1.88% +0.27
RCL Royal Caribbean Cruises Ltd. Add +17.3% 1.61% +0.27
VUG Vanguard Mrngstar GR ETF-Sui Add +178.0% 0.40% +0.24
TSM Taiwan Semiconductor-SP ADR New 0.24% +0.24
PGR Progressive Corp. Add +28.9% 0.61% +0.19
AAPL Apple Inc. Add +0.3% 7.55% +0.15
SGOV iShares 0-3 Month Treasury B New 0.12% +0.12
OEF iShares S&P 100 ETF Add +27.5% 0.59% +0.11
TDG Transdigm Group Inc. Add +4.5% 1.40% +0.10
DUK Duke Energy Corp. New 0.09% +0.09
PM Philip Morris International New 0.09% +0.09
IBM Intl Business Machines Corp. New 0.09% +0.09
TRGP Targa Resources Corp. Add +2.7% 1.15% +0.09
MMM 3M Co. New 0.09% +0.09
SPGI S&P Global Inc. New 0.09% +0.09
GIS General Mills Inc. New 0.08% +0.08
BLDR Builders Firstsource Inc. New 0.08% +0.08
ANET Arista Networks Inc. Add +1.4% 3.74% +0.08
FNDX Schwab Fndmntl US LRG Co. ETF Add +17.3% 0.35% +0.05
BLD Topbuild Corp. Add +6.4% 1.16% +0.04
ORCL Oracle Corp. Add +5.8% 0.20% +0.03
LMT Lockheed Martin Corp. Add +4.3% 0.17% +0.03
EBAY eBay Inc. Add +5.6% 0.19% +0.03
UL Unilever PLC Add +3.3% 0.26% +0.03
SNY Sanofi-ADR Add +3.0% 0.23% +0.03
XOM Exxon Mobil Corp. Add +8.9% 1.25% +0.02
RTX RTX Corp. Add +5.5% 0.13% +0.02
OMC Omnicom Group Add +6.4% 0.15% +0.02
BNY Bank of New York Mellon Corp. Add +4.2% 0.13% +0.02
COST Costco Wholesale Corp. Add +5.1% 1.33% +0.01
WPP WPP PLC-Sponsored ADR Add +7.3% 0.11% +0.01
NVS Novartis AG-Sponsored ADR Add +4.0% 0.24% +0.01
GD General Dynamics Corp. Add +8.3% 0.19% +0.01
KMX Carmax Inc. Add +6.4% 0.11% +0.00
SCHD Schwab US DVD Equity ETF Add +1.1% 0.22% +0.00
SPY SS SPDR S&P 500 ETF Trust-US Add +3.0% 0.23% −0.00
EMNT PIMCO Enhcd St M-Active ESG Add +5.5% 0.14% −0.00
BAC Bank of America Corp. Add +4.9% 0.14% −0.01
WFC Wells Fargo & Co. Add +6.9% 0.10% −0.01
V Visa Inc. Class A Add +3.0% 3.74% −0.03
GOOG Alphabet Inc. Class C Add +2.3% 0.23% −0.04
NFLX Netflix Inc. Add +1.4% 2.08% −0.04
IEO iShares U.S. Oil & Gas Explo Add +0.5% 0.42% −0.07

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 170$497.9MGOOGL, TSLA, AAPL, NVDA, BE
Q1 2026 154$390.8MTSLA, GOOGL, AAPL, NVDA, META
Q4 2025 160$416.2MTSLA, GOOGL, NVDA, AAPL, META
Q3 2025 160$390.7MTSLA, META, NVDA, AAPL, GOOGL
Q2 2025 145$333.1MMETA, TSLA, NVDA, AAPL, GOOGL
Q1 2025 147$289.3MMETA, AAPL, TSLA, NVDA, BRK.B
Q4 2024 143$310.0MTSLA, META, AAPL, NVDA, GOOGL
Q3 2024 86$253.6MMETA, TSLA, AAPL, NVDA, GOOGL
Q2 2024 76$233.2MMETA, AAPL, NVDA, GOOGL, TSLA
Q1 2024 101$211.4MMETA, TSLA, AAPL, GOOGL, NVDA