Mezzasalma Advisors, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 18, 2025), Mezzasalma Advisors, LLC reported 147 stock positions worth $289.3 million. Its top holding was Meta Platforms Class A (META) at 7.5% of the portfolio, followed by Apple (AAPL, 6.7%) and Tesla (TSLA, 6.3%). Compared with Q4 2024, it opened 8 new positions, sold out of 4, added to 68 and reduced 46. The biggest buy was a new position in Exelixis (EXEL) and the biggest sale Tesla (TSLA, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- TINTON FALLS, NJ
- CIK
- 0001864916
- Portfolio Value
- $289.3M (Q1 2025)
- SEC Filing
- 0001085146-25-002195 ↗ filed Apr 18, 2025
Holdings Value
Holdings 147 stocks · $289.3M
| META Meta Platforms Inc. Class A | 7.53% | 37,811 | $21.8M | Reduce -2.5% |
| AAPL Apple Inc. | 6.70% | 87,329 | $19.4M | Reduce -1.0% |
| TSLA Tesla Inc. | 6.34% | 70,826 | $18.4M | Reduce -2.9% |
| NVDA Nvidia Corp. | 5.14% | 137,125 | $14.9M | Reduce -1.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 5.02% | 27,262 | $14.5M | Reduce -1.4% |
| GOOGL Alphabet Inc. Class A | 4.82% | 90,170 | $13.9M | Reduce -1.1% |
| V Visa Inc. Class A | 4.25% | 35,120 | $12.3M | Reduce -1.1% |
| AMZN Amazon.com Inc. | 3.88% | 58,998 | $11.2M | Reduce -0.6% |
| MSFT Microsoft Corp. | 3.07% | 23,661 | $8.9M | Reduce -9.1% |
| ANET Arista Networks Inc. | 2.74% | 102,352 | $7.9M | Add +1.7% |
| NFLX Netflix Inc. | 2.37% | 7,352 | $6.9M | Reduce -1.4% |
| SCHW Schwab (charles) Corp. | 2.29% | 84,517 | $6.6M | Add +0.1% |
| LLY Eli Lilly & Co. | 2.04% | 7,144 | $5.9M | Reduce -11.1% |
| RCL Royal Caribbean Cruises Ltd. | 1.79% | 25,154 | $5.2M | Add +1.4% |
| EME Emcor Group Inc. | 1.52% | 11,886 | $4.4M | Add +3.7% |
| COST Costco Wholesale Corp. | 1.46% | 4,456 | $4.2M | Add +8.1% |
| IWY iShares Russell Top 200 Grow | 1.43% | 19,642 | $4.1M | Add +2.0% |
| TRGP Targa Resources Corp. | 1.37% | 19,801 | $4.0M | Add +1.7% |
| TDG Transdigm Group Inc. | 1.24% | 2,600 | $3.6M | Add +2.7% |
| XOM Exxon Mobil Corp. | 1.20% | 29,119 | $3.5M | Add +5.1% |
| VONG Vanguard Russell 1000 Growth | 1.15% | 35,781 | $3.3M | Add +0.2% |
| FNDB Schwab Fndmntl US BRD Mr ETF | 1.14% | 143,092 | $3.3M | Add +0.8% |
| XLK SS Technology Select Sector | 1.14% | 15,919 | $3.3M | Add +2.9% |
| SFM Sprouts Farmers Market Inc. | 1.11% | 21,108 | $3.2M | Add +27.8% |
| GBIL Goldman Sachs Access Treasur | 1.04% | 30,104 | $3.0M | Add +1.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.94% | 7,310 | $2.7M | Add +13.9% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.87% | 7,129 | $2.5M | Reduce -2.3% |
| PGR Progressive Corp. | 0.84% | 8,549 | $2.4M | Add +10.3% |
| IVV iShares Core S&P 500 ETF | 0.80% | 4,144 | $2.3M | Add +41.7% |
| ALL Allstate Corp. | 0.80% | 11,109 | $2.3M | Add +36.8% |
| OEF iShares S&P 100 ETF | 0.70% | 7,476 | $2.0M | Add +13.9% |
| EXEL Exelixis Inc. | 0.65% | 50,654 | $1.9M | New |
| SMH Vaneck Semiconductor ETF | 0.65% | 8,838 | $1.9M | Add +3.7% |
| CRS Carpenter Technology | 0.64% | 10,282 | $1.9M | New |
| VOO Vanguard S&P 500 ETF | 0.62% | 3,488 | $1.8M | Add +34.0% |
| ADBE Adobe Inc. | 0.58% | 4,406 | $1.7M | Reduce -12.9% |
| VRT Vertiv Holdings Co. Class A | 0.56% | 22,242 | $1.6M | Add +11.2% |
| REGN Regeneron Pharmaceuticals | 0.55% | 2,500 | $1.6M | No change |
| SLV iShares Silver Trust | 0.53% | 49,550 | $1.5M | Add +9.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.53% | 3,273 | $1.5M | Add +1.4% |
| TSM Taiwan Semiconductor-SP ADR | 0.44% | 7,652 | $1.3M | Add +20.3% |
| GPC Genuine Parts Co. | 0.44% | 10,657 | $1.3M | Reduce -11.1% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.43% | 52,188 | $1.2M | Add +11.4% |
| XLV SS Health Care Select Sector | 0.42% | 8,411 | $1.2M | Add +2.8% |
| SMCI Super Micro Computer Inc. | 0.39% | 32,651 | $1.1M | Reduce -7.1% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.39% | 16,094 | $1.1M | Reduce -9.9% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.37% | 13,640 | $1.1M | Add +0.7% |
| BKNG Booking Holdings Inc. | 0.35% | 222 | $1.0M | Reduce -6.3% |
| HWM Howmet Aerospace Inc. | 0.34% | 7,512 | $975K | Add +45.1% |
| AMLP Alerian MLP ETF | 0.32% | 17,913 | $930K | Add +1.9% |
| COKE Coca-Cola Consolidated Inc. | 0.31% | 666 | $899K | Add +48.3% |
| IEO iShares U.S. Oil & Gas Explo | 0.31% | 9,385 | $888K | Reduce -2.4% |
| GLD SPDR Gold Shares | 0.29% | 2,925 | $843K | Reduce -1.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.29% | 1,494 | $836K | Reduce -14.9% |
| IWD iShares Russell 1000 Value E | 0.28% | 4,333 | $815K | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.28% | 4,352 | $811K | Add +2.4% |
| EFA iShares MSCI Eafe ETF | 0.27% | 9,605 | $785K | No change |
| NVS Novartis AG-Sponsored ADR | 0.26% | 6,817 | $760K | Reduce -1.2% |
| PLTR Palantir Technologies Inc. Class A | 0.26% | 8,802 | $743K | Add +108.1% |
| BCV Bancroft Fund Ltd. | 0.24% | 40,289 | $702K | Reduce -1.3% |
| UL Unilever PLC | 0.24% | 11,524 | $686K | Reduce -1.1% |
| SNY Sanofi-ADR | 0.24% | 12,365 | $686K | Reduce -2.5% |
| GDX Vaneck Gold Miners ETF | 0.23% | 14,781 | $679K | No change |
| BE Bloom Energy Corp. Class A | 0.23% | 33,139 | $652K | Add +113.2% |
| HEI Heico Corp. | 0.22% | 2,435 | $651K | No change |
| GD General Dynamics Corp. | 0.22% | 2,362 | $644K | Add +2.1% |
| FVD First Trust Value Line DVD | 0.22% | 14,060 | $627K | Reduce -0.9% |
| SHY iShares 1-3 Year Treasury Bo | 0.21% | 7,383 | $611K | New |
| INFL Horizon Kinetics Infl Benef | 0.21% | 14,741 | $599K | Add +62.0% |
| EBAY eBay Inc. | 0.21% | 8,781 | $595K | Reduce -2.0% |
| XT Ishar Fture Exp Tech ETF-Usd | 0.19% | 9,731 | $560K | No change |
| DVY iShares Select Dividend ETF | 0.19% | 4,140 | $556K | Add +0.6% |
| GOOG Alphabet Inc. Class C | 0.19% | 3,497 | $546K | No change |
| TIP iShares Tips Bond ETF | 0.18% | 4,744 | $527K | Reduce -0.8% |
| PFF iShares Preferred & Income S | 0.18% | 16,729 | $514K | Reduce -2.6% |
| XAWPX Abrdn Global Premier Propert | 0.18% | 131,814 | $511K | Add +2.0% |
| SCHD Schwab US DVD Equity ETF | 0.18% | 18,196 | $509K | Reduce -5.7% |
| XLGIX Lazard GLBL TTL RTRN & Inc. | 0.17% | 31,681 | $488K | Reduce -1.1% |
| ORCL Oracle Corp. | 0.17% | 3,478 | $486K | Reduce -3.8% |
| KO The Coca-Cola Co. | 0.16% | 6,663 | $477K | Reduce -1.4% |
| KLAC KLA Corp. | 0.16% | 699 | $475K | Reduce -16.3% |
| USA Liberty All Star Equity Fund | 0.16% | 72,192 | $473K | Add +4.8% |
| PG The Procter & Gamble Co. | 0.16% | 2,688 | $458K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.16% | 10,921 | $456K | Reduce -1.1% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.15% | 5,322 | $446K | Reduce -4.3% |
| RTX RTX Corp. | 0.15% | 3,352 | $444K | Reduce -0.8% |
| OMC Omnicom Group | 0.15% | 5,339 | $443K | Add +3.1% |
| SUB iShares Short-Term National | 0.15% | 4,184 | $442K | Add +0.3% |
| LMT Lockheed Martin Corp. | 0.15% | 980 | $438K | Reduce -0.6% |
| CSQ Calamos Strat TTL RTRN FND | 0.15% | 26,398 | $427K | Reduce -1.6% |
| WFC Wells Fargo & Co. | 0.14% | 5,743 | $412K | Reduce -1.1% |
| ADI Analog Devices Inc. | 0.14% | 2,044 | $412K | Add +14.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.14% | 1,490 | $410K | No change |
| IJK iShares S&P Mid-Cap 400 Grow | 0.14% | 4,903 | $408K | No change |
| IGE iShares North American Natur | 0.14% | 8,836 | $402K | Add +0.5% |
| ADX Adams Diversified Equity | 0.14% | 21,127 | $401K | Add +1.9% |
| RQI Cohen & Steers Qual Inc. RLTY | 0.14% | 31,589 | $397K | Add +1.6% |
| XLG Invesco S&P 500 Top 50 ETF | 0.13% | 8,411 | $387K | No change |
| PEP Pepsico Inc. | 0.13% | 2,561 | $384K | Reduce -15.9% |
| BDJ BlackRock Enhanced Eqty DVD | 0.13% | 44,598 | $384K | Add +1.8% |
Portfolio Sells Q4 2024 → Q1 2025
| TSLA Tesla Inc. | Reduce -2.9% | 6.34% | −3.15 |
| TOL Toll Brothers Inc. | Sold out | 0.00% | −1.02 |
| NVDA Nvidia Corp. | Reduce -1.1% | 5.14% | −0.87 |
| GOOGL Alphabet Inc. Class A | Reduce -1.1% | 4.82% | −0.74 |
| MSFT Microsoft Corp. | Reduce -9.1% | 3.07% | −0.47 |
| AAPL Apple Inc. | Reduce -1.0% | 6.70% | −0.42 |
| AMZN Amazon.com Inc. | Reduce -0.6% | 3.88% | −0.32 |
| ADBE Adobe Inc. | Reduce -12.9% | 0.58% | −0.14 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -9.9% | 0.39% | −0.11 |
| FLNC Fluence Energy Inc. | Sold out | 0.00% | −0.07 |
| FDX FedEx Corp. | Sold out | 0.00% | −0.07 |
| KMX Carmax Inc. | Sold out | 0.00% | −0.07 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -14.9% | 0.29% | −0.04 |
| BKNG Booking Holdings Inc. | Reduce -6.3% | 0.35% | −0.03 |
| ORCL Oracle Corp. | Reduce -3.8% | 0.17% | −0.03 |
| FAX Abrdn Asia-Pacific Income | Reduce -26.1% | 0.10% | −0.02 |
| PEP Pepsico Inc. | Reduce -15.9% | 0.13% | −0.02 |
| GPC Genuine Parts Co. | Reduce -11.1% | 0.44% | −0.01 |
| CSQ Calamos Strat TTL RTRN FND | Reduce -1.6% | 0.15% | −0.01 |
| KLAC KLA Corp. | Reduce -16.3% | 0.16% | −0.01 |
| LMT Lockheed Martin Corp. | Reduce -0.6% | 0.15% | −0.00 |
| FLOT iShares Floating Rate Bond E | Reduce -7.5% | 0.10% | −0.00 |
| BAC Bank of America Corp. | Reduce -1.1% | 0.16% | +0.00 |
| EMNT PIMCO Enhcd St M-Active ESG | Reduce -5.4% | 0.12% | +0.00 |
| PFF iShares Preferred & Income S | Reduce -2.6% | 0.18% | +0.00 |
| XLGIX Lazard GLBL TTL RTRN & Inc. | Reduce -1.1% | 0.17% | +0.00 |
| PIM Franklin Master Interm IT-Ui | Reduce -1.3% | 0.07% | +0.00 |
| SCHD Schwab US DVD Equity ETF | Reduce -5.7% | 0.18% | +0.01 |
| BCV Bancroft Fund Ltd. | Reduce -1.3% | 0.24% | +0.01 |
| HTD John Hancock Tax Adv DVD Inc. | Reduce -3.9% | 0.10% | +0.01 |
| WFC Wells Fargo & Co. | Reduce -1.1% | 0.14% | +0.01 |
| BNY Bank of New York Mellon Corp. | Reduce -4.3% | 0.15% | +0.02 |
| FVD First Trust Value Line DVD | Reduce -0.9% | 0.22% | +0.02 |
| TIP iShares Tips Bond ETF | Reduce -0.8% | 0.18% | +0.02 |
| UL Unilever PLC | Reduce -1.1% | 0.24% | +0.02 |
| PM Philip Morris International | Reduce -4.7% | 0.10% | +0.03 |
| EBAY eBay Inc. | Reduce -2.0% | 0.21% | +0.03 |
| RTX RTX Corp. | Reduce -0.8% | 0.15% | +0.03 |
| IEO iShares U.S. Oil & Gas Explo | Reduce -2.4% | 0.31% | +0.03 |
| KO The Coca-Cola Co. | Reduce -1.4% | 0.16% | +0.03 |
| LLY Eli Lilly & Co. | Reduce -11.1% | 2.04% | +0.04 |
| SNY Sanofi-ADR | Reduce -2.5% | 0.24% | +0.04 |
| SMCI Super Micro Computer Inc. | Reduce -7.1% | 0.39% | +0.04 |
| NVS Novartis AG-Sponsored ADR | Reduce -1.2% | 0.26% | +0.05 |
| GLD SPDR Gold Shares | Reduce -1.7% | 0.29% | +0.06 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -2.3% | 0.87% | +0.06 |
| META Meta Platforms Inc. Class A | Reduce -2.5% | 7.53% | +0.21 |
| NFLX Netflix Inc. | Reduce -1.4% | 2.37% | +0.23 |
| V Visa Inc. Class A | Reduce -1.1% | 4.25% | +0.64 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.4% | 5.02% | +0.98 |
Portfolio Buys Q4 2024 → Q1 2025
| EXEL Exelixis Inc. | New | 0.65% | +0.65 |
| CRS Carpenter Technology | New | 0.64% | +0.64 |
| SFM Sprouts Farmers Market Inc. | Add +27.8% | 1.11% | +0.44 |
| ALL Allstate Corp. | Add +36.8% | 0.80% | +0.29 |
| SCHW Schwab (charles) Corp. | Add +0.1% | 2.29% | +0.27 |
| TRGP Targa Resources Corp. | Add +1.7% | 1.37% | +0.25 |
| IVV iShares Core S&P 500 ETF | Add +41.7% | 0.80% | +0.25 |
| COST Costco Wholesale Corp. | Add +8.1% | 1.46% | +0.24 |
| PGR Progressive Corp. | Add +10.3% | 0.84% | +0.24 |
| XOM Exxon Mobil Corp. | Add +5.1% | 1.20% | +0.24 |
| SHY iShares 1-3 Year Treasury Bo | New | 0.21% | +0.21 |
| TDG Transdigm Group Inc. | Add +2.7% | 1.24% | +0.21 |
| VOO Vanguard S&P 500 ETF | Add +34.0% | 0.62% | +0.17 |
| HWM Howmet Aerospace Inc. | Add +45.1% | 0.34% | +0.15 |
| PLTR Palantir Technologies Inc. Class A | Add +108.1% | 0.26% | +0.15 |
| SLV iShares Silver Trust | Add +9.3% | 0.53% | +0.15 |
| COKE Coca-Cola Consolidated Inc. | Add +48.3% | 0.31% | +0.13 |
| BE Bloom Energy Corp. Class A | Add +113.2% | 0.23% | +0.11 |
| INFL Horizon Kinetics Infl Benef | Add +62.0% | 0.21% | +0.10 |
| OEF iShares S&P 100 ETF | Add +13.9% | 0.70% | +0.09 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +13.9% | 0.94% | +0.09 |
| GBIL Goldman Sachs Access Treasur | Add +1.3% | 1.04% | +0.08 |
| FIX Comfort Systems USA Inc. | New | 0.08% | +0.08 |
| DUK Duke Energy Corp. | New | 0.08% | +0.08 |
| JNJ Johnson & Johnson | New | 0.08% | +0.08 |
| FNDB Schwab Fndmntl US BRD Mr ETF | Add +0.8% | 1.14% | +0.07 |
| MMM 3M Co. | New | 0.07% | +0.07 |
| VPU Vanguard Utilities ETF | New | 0.07% | +0.07 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +11.4% | 0.43% | +0.07 |
| XLV SS Health Care Select Sector | Add +2.8% | 0.42% | +0.06 |
| AMLP Alerian MLP ETF | Add +1.9% | 0.32% | +0.05 |
| TSM Taiwan Semiconductor-SP ADR | Add +20.3% | 0.44% | +0.03 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +0.7% | 0.37% | +0.03 |
| GD General Dynamics Corp. | Add +2.1% | 0.22% | +0.03 |
| VGT Vanguard Info Tech ETF | Add +36.0% | 0.12% | +0.03 |
| MO Altria Group Inc. | Add +1.4% | 0.12% | +0.02 |
| ADI Analog Devices Inc. | Add +14.5% | 0.14% | +0.02 |
| IDV iShares International Select | Add +0.6% | 0.11% | +0.02 |
| DVY iShares Select Dividend ETF | Add +0.6% | 0.19% | +0.02 |
| IGE iShares North American Natur | Add +0.5% | 0.14% | +0.02 |
| PDI PIMCO Dynamic Income Fund | Add +3.5% | 0.11% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +7.3% | 0.12% | +0.02 |
| XAWPX Abrdn Global Premier Propert | Add +2.0% | 0.18% | +0.02 |
| UTF Cohen & Steers Infrastructur | Add +1.0% | 0.12% | +0.02 |
| BDJ BlackRock Enhanced Eqty DVD | Add +1.8% | 0.13% | +0.02 |
| RQI Cohen & Steers Qual Inc. RLTY | Add +1.6% | 0.14% | +0.01 |
| BTZ BlackRock Credit Allocation | Add +2.4% | 0.13% | +0.01 |
| XWIAX Western Asset Infl-Link Sec | Add +1.9% | 0.09% | +0.01 |
| PDT John Hancock Prem DVD FND | Add +1.9% | 0.10% | +0.01 |
| SUB iShares Short-Term National | Add +0.3% | 0.15% | +0.01 |
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 |