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

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 Q3 2024 Q4 2024: $310.0M Q4 2024 Q1 2025: $289.3M $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 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%
BTZ BlackRock Credit Allocation 0.13% 35,063 $376K Add +2.4%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.13% 3,386 $368K No change
MO Altria Group Inc. 0.12% 5,792 $348K Add +1.4%
UTF Cohen & Steers Infrastructur 0.12% 13,591 $347K Add +1.0%
RVT Royce Small-Cap Trust Inc. 0.12% 24,378 $347K Add +1.7%
WMT Walmart Inc. 0.12% 3,930 $345K No change
VYM Vanguard High DVD Yield ETF 0.12% 2,639 $340K No change
VGT Vanguard Info Tech ETF 0.12% 627 $340K Add +36.0%
JPM JPMorgan Chase & Co. 0.12% 1,370 $336K Add +7.3%
EMNT PIMCO Enhcd St M-Active ESG 0.12% 3,387 $334K Reduce -5.4%
IJJ iShares S&P Mid-Cap 400 Valu 0.11% 2,727 $327K No change
IDV iShares International Select 0.11% 10,259 $318K Add +0.6%
PDI PIMCO Dynamic Income Fund 0.11% 15,624 $309K Add +3.5%
GS Goldman Sachs Group Inc. 0.10% 554 $303K No change
AMAT Applied Materials Inc. 0.10% 2,060 $299K No change
PDT John Hancock Prem DVD FND 0.10% 22,582 $295K Add +1.9%
AXP American Express Co. 0.10% 1,070 $288K Add +8.1%
FAX Abrdn Asia-Pacific Income 0.10% 18,148 $285K Reduce -26.1%
HTD John Hancock Tax Adv DVD Inc. filed as HANCOCK JOHN TAX-ADVANTAGED 0.10% 11,824 $283K Reduce -3.9%
WPP WPP PLC-Sponsored ADR 0.10% 7,444 $283K Add +3.0%
PM Philip Morris International 0.10% 1,773 $281K Reduce -4.7%
FLOT iShares Floating Rate Bond E 0.10% 5,476 $280K Reduce -7.5%
XLB SS Materials Select Sector 0.09% 3,180 $273K Add +1.8%
SPGI S&P Global Inc. 0.09% 527 $268K No change
XWIAX Western Asset Infl-Link Sec 0.09% 31,895 $266K Add +1.9%
PPT Franklin Premir Inc. Trust-Ui 0.09% 72,133 $260K Add +2.9%
IWO iShares Russell 2000 Growth 0.09% 1,008 $258K No change
AIVL Wisdomtree US AI Enhanced Va 0.09% 2,330 $256K Add +0.3%
BBN BlackRock Taxable Muni BND 0.09% 15,104 $252K Add +1.3%
LOW Lowe's Cos Inc. 0.08% 1,049 $245K No change
HD Home Depot Inc. 0.08% 655 $240K No change
KIM Kimco Realty Corp. 0.08% 11,209 $238K No change
IYZ iShares US Telecommunication 0.08% 8,437 $231K Add +0.4%
FIX Comfort Systems USA Inc. 0.08% 716 $231K New
DUK Duke Energy Corp. 0.08% 1,878 $229K New
NURE Nuveen Shortterm REIT ETF 0.08% 7,200 $225K No change
JNJ Johnson & Johnson 0.08% 1,346 $223K New
MINT PIMCO Enhanced Short Maturit 0.07% 2,119 $213K Add +1.2%
XNEAX Nuveen Amt-FR QLTY Muni Inc. 0.07% 18,700 $209K Add +1.2%
MMM 3M Co. 0.07% 1,409 $207K New
PCEF Invesco Cef Income Composite 0.07% 10,830 $204K No change
VPU Vanguard Utilities ETF 0.07% 1,181 $202K New
QCOM Qualcomm Inc. 0.07% 1,310 $201K No change
TY Tri-Continental Corp. 0.07% 6,549 $201K Add +0.8%
PIM Franklin Master Interm IT-Ui filed as PUTNAM MASTER INTER INCOME T 0.07% 58,357 $194K Reduce -1.3%
BGR BlackRock Enrgy & Res TR 0.05% 11,076 $150K Add +0.9%
WIW Western Asst Infl-LNK Opp 0.03% 10,852 $95K Add +2.1%

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

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