Mezzasalma Advisors, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 29, 2025), Mezzasalma Advisors, LLC reported 145 stock positions worth $333.1 million. Its top holding was Meta Platforms Class A (META) at 8.3% of the portfolio, followed by Tesla (TSLA, 6.7%) and Nvidia (NVDA, 6.5%). Compared with Q1 2025, it opened 6 new positions, sold out of 8, added to 73 and reduced 46. The biggest buy was Royal Caribbean Cruises (RCL, shares +1%) and the biggest sale Apple (AAPL, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- TINTON FALLS, NJ
- CIK
- 0001864916
- Portfolio Value
- $333.1M (Q2 2025)
- SEC Filing
- 0001085146-25-004268 ↗ filed Jul 29, 2025
Holdings Value
Holdings 145 stocks · $333.1M
| META Meta Platforms Inc. Class A | 8.29% | 37,427 | $27.6M | Reduce -1.0% |
| TSLA Tesla Inc. | 6.72% | 70,517 | $22.4M | Reduce -0.4% |
| NVDA Nvidia Corp. | 6.48% | 136,561 | $21.6M | Reduce -0.4% |
| AAPL Apple Inc. | 5.37% | 87,105 | $17.9M | Reduce -0.3% |
| GOOGL Alphabet Inc. Class A | 4.76% | 89,934 | $15.8M | Reduce -0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.97% | 27,221 | $13.2M | Reduce -0.1% |
| AMZN Amazon.com Inc. | 3.87% | 58,835 | $12.9M | Reduce -0.3% |
| V Visa Inc. Class A | 3.73% | 35,036 | $12.4M | Reduce -0.2% |
| MSFT Microsoft Corp. | 3.24% | 21,677 | $10.8M | Reduce -8.4% |
| ANET Arista Networks Inc. | 3.20% | 104,099 | $10.7M | Add +1.7% |
| NFLX Netflix Inc. | 2.94% | 7,306 | $9.8M | Reduce -0.6% |
| RCL Royal Caribbean Cruises Ltd. | 2.38% | 25,321 | $7.9M | Add +0.7% |
| SCHW Schwab (charles) Corp. | 2.32% | 84,615 | $7.7M | Add +0.1% |
| EME Emcor Group Inc. | 1.93% | 12,007 | $6.4M | Add +1.0% |
| IWY iShares Russell Top 200 Grow | 1.47% | 19,906 | $4.9M | Add +1.3% |
| LLY Eli Lilly & Co. | 1.43% | 6,121 | $4.8M | Reduce -14.3% |
| COST Costco Wholesale Corp. | 1.36% | 4,591 | $4.5M | Add +3.0% |
| XLK SS Technology Select Sector | 1.24% | 16,367 | $4.1M | Add +2.8% |
| TDG Transdigm Group Inc. | 1.20% | 2,632 | $4.0M | Add +1.2% |
| VONG Vanguard Russell 1000 Growth | 1.18% | 36,026 | $3.9M | Add +0.7% |
| SFM Sprouts Farmers Market Inc. | 1.11% | 22,409 | $3.7M | Add +6.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.08% | 8,212 | $3.6M | Add +12.3% |
| TRGP Targa Resources Corp. | 1.05% | 20,144 | $3.5M | Add +1.7% |
| FNDB Schwab Fndmntl US BRD Mr ETF | 1.04% | 144,666 | $3.5M | Add +1.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.03% | 6,710 | $3.4M | Reduce -5.9% |
| XOM Exxon Mobil Corp. | 0.98% | 30,244 | $3.3M | Add +3.9% |
| CRS Carpenter Technology | 0.97% | 11,741 | $3.2M | Add +14.2% |
| GBIL Goldman Sachs Access Treasur | 0.91% | 30,379 | $3.0M | Add +0.9% |
| VRT Vertiv Holdings Co. Class A | 0.90% | 23,436 | $3.0M | Add +5.4% |
| ALL Allstate Corp. | 0.82% | 13,546 | $2.7M | Add +21.9% |
| IVV iShares Core S&P 500 ETF | 0.78% | 4,163 | $2.6M | Add +0.5% |
| OEF iShares S&P 100 ETF | 0.77% | 8,385 | $2.6M | Add +12.2% |
| SMH Vaneck Semiconductor ETF | 0.75% | 8,978 | $2.5M | Add +1.6% |
| EXEL Exelixis Inc. | 0.75% | 56,471 | $2.5M | Add +11.5% |
| PGR Progressive Corp. | 0.72% | 9,024 | $2.4M | Add +5.6% |
| TSM Taiwan Semiconductor-SP ADR | 0.61% | 8,988 | $2.0M | Add +17.5% |
| VOO Vanguard S&P 500 ETF | 0.60% | 3,494 | $2.0M | Add +0.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.55% | 3,295 | $1.8M | Add +0.7% |
| SLV iShares Silver Trust | 0.49% | 49,582 | $1.6M | Add +0.1% |
| PLTR Palantir Technologies Inc. Class A | 0.49% | 11,908 | $1.6M | Add +35.3% |
| HWM Howmet Aerospace Inc. | 0.47% | 8,490 | $1.6M | Add +13.0% |
| SMCI Super Micro Computer Inc. | 0.43% | 29,231 | $1.4M | Reduce -10.5% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.43% | 58,069 | $1.4M | Add +11.3% |
| REGN Regeneron Pharmaceuticals | 0.39% | 2,500 | $1.3M | No change |
| ADBE Adobe Inc. | 0.38% | 3,254 | $1.3M | Reduce -26.1% |
| XLV SS Health Care Select Sector | 0.34% | 8,440 | $1.1M | Add +0.3% |
| BKNG Booking Holdings Inc. | 0.34% | 195 | $1.1M | Reduce -12.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.33% | 13,991 | $1.1M | Add +2.6% |
| GPC Genuine Parts Co. | 0.33% | 9,025 | $1.1M | Reduce -15.3% |
| BE Bloom Energy Corp. Class A | 0.33% | 45,660 | $1.1M | Add +37.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.31% | 1,695 | $1.0M | Add +13.4% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.29% | 14,239 | $983K | Reduce -11.5% |
| GLD SPDR Gold Shares | 0.27% | 2,939 | $896K | Add +0.5% |
| AMLP Alerian MLP ETF | 0.27% | 18,070 | $883K | Add +0.9% |
| COKE Coca-Cola Consolidated Inc. | 0.26% | 7,613 | $850K | Add +14.3% |
| IWD iShares Russell 1000 Value E | 0.25% | 4,333 | $842K | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.25% | 4,252 | $829K | Reduce -2.3% |
| EFA iShares MSCI Eafe ETF | 0.25% | 9,191 | $822K | Reduce -4.3% |
| IEO iShares U.S. Oil & Gas Explo | 0.24% | 9,094 | $806K | Reduce -3.1% |
| HEI Heico Corp. | 0.24% | 2,435 | $799K | No change |
| BCV Bancroft Fund Ltd. | 0.23% | 40,842 | $772K | Add +1.4% |
| GDX Vaneck Gold Miners ETF | 0.23% | 14,550 | $757K | Reduce -1.6% |
| ORCL Oracle Corp. | 0.23% | 3,443 | $753K | Reduce -1.0% |
| NVS Novartis AG-Sponsored ADR | 0.22% | 5,992 | $725K | Reduce -12.1% |
| GD General Dynamics Corp. | 0.21% | 2,359 | $688K | Reduce -0.1% |
| EBAY eBay Inc. | 0.20% | 8,783 | $654K | Add +0.0% |
| XT Ishar Fture Exp Tech ETF-Usd | 0.19% | 9,731 | $635K | No change |
| INFL Horizon Kinetics Infl Benef | 0.19% | 14,805 | $624K | Add +0.4% |
| GOOG Alphabet Inc. Class C | 0.19% | 3,497 | $620K | No change |
| KLAC KLA Corp. | 0.19% | 692 | $620K | Reduce -1.0% |
| FVD First Trust Value Line DVD | 0.19% | 13,824 | $618K | Reduce -1.7% |
| SHY iShares 1-3 Year Treasury Bo | 0.18% | 7,432 | $616K | Add +0.7% |
| UL Unilever PLC | 0.18% | 9,761 | $597K | Reduce -15.3% |
| TIP iShares Tips Bond ETF | 0.16% | 4,788 | $527K | Add +0.9% |
| XAWPX Abrdn Global Premier Propert | 0.16% | 133,011 | $527K | Add +0.9% |
| XLGIX Lazard GLBL TTL RTRN & Inc. | 0.16% | 31,146 | $523K | Reduce -1.7% |
| DVY iShares Select Dividend ETF | 0.16% | 3,926 | $521K | Reduce -5.2% |
| PFF iShares Preferred & Income S | 0.16% | 16,959 | $520K | Add +1.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.16% | 10,918 | $517K | Reduce -0.0% |
| SNY Sanofi-ADR | 0.15% | 10,591 | $512K | Reduce -14.3% |
| ADI Analog Devices Inc. | 0.15% | 2,112 | $503K | Add +3.3% |
| USA Liberty All Star Equity Fund | 0.15% | 73,734 | $502K | Add +2.1% |
| CSQ Calamos Strat TTL RTRN FND | 0.15% | 26,699 | $487K | Add +1.1% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.15% | 5,309 | $484K | Reduce -0.2% |
| SCHD Schwab US DVD Equity ETF | 0.14% | 18,181 | $482K | Reduce -0.1% |
| RTX RTX Corp. | 0.14% | 3,287 | $480K | Reduce -1.9% |
| FIX Comfort Systems USA Inc. | 0.14% | 884 | $474K | Add +23.5% |
| ADX Adams Diversified Equity | 0.14% | 21,539 | $468K | Add +1.9% |
| WFC Wells Fargo & Co. | 0.14% | 5,730 | $459K | Reduce -0.2% |
| LMT Lockheed Martin Corp. | 0.14% | 983 | $455K | Add +0.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.14% | 1,490 | $453K | No change |
| IJK iShares S&P Mid-Cap 400 Grow | 0.13% | 4,903 | $446K | No change |
| JPM JPMorgan Chase & Co. | 0.13% | 1,525 | $442K | Add +11.3% |
| XLG Invesco S&P 500 Top 50 ETF | 0.13% | 8,411 | $438K | No change |
| SUB iShares Short-Term National | 0.13% | 4,115 | $438K | Reduce -1.6% |
| VGT Vanguard Info Tech ETF | 0.12% | 625 | $415K | Reduce -0.3% |
| OMC Omnicom Group | 0.12% | 5,574 | $401K | Add +4.4% |
| RQI Cohen & Steers Qual Inc. RLTY | 0.12% | 32,136 | $400K | Add +1.7% |
| IGE iShares North American Natur | 0.12% | 8,889 | $393K | Add +0.6% |
| GS Goldman Sachs Group Inc. | 0.12% | 554 | $392K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -0.3% | 5.37% | −1.34 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.1% | 3.97% | −1.05 |
| LLY Eli Lilly & Co. | Reduce -14.3% | 1.43% | −0.61 |
| V Visa Inc. Class A | Reduce -0.2% | 3.73% | −0.52 |
| ADBE Adobe Inc. | Reduce -26.1% | 0.38% | −0.21 |
| WMT Walmart Inc. | Sold out | 0.00% | −0.12 |
| GPC Genuine Parts Co. | Reduce -15.3% | 0.33% | −0.11 |
| AXP American Express Co. | Sold out | 0.00% | −0.10 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -11.5% | 0.29% | −0.09 |
| SNY Sanofi-ADR | Reduce -14.3% | 0.15% | −0.08 |
| DUK Duke Energy Corp. | Sold out | 0.00% | −0.08 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −0.08 |
| MMM 3M Co. | Sold out | 0.00% | −0.07 |
| PCEF Invesco Cef Income Composite | Sold out | 0.00% | −0.07 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.07 |
| TY Tri-Continental Corp. | Sold out | 0.00% | −0.07 |
| IEO iShares U.S. Oil & Gas Explo | Reduce -3.1% | 0.24% | −0.06 |
| GOOGL Alphabet Inc. Class A | Reduce -0.3% | 4.76% | −0.06 |
| PG The Procter & Gamble Co. | Reduce -22.3% | 0.10% | −0.06 |
| UL Unilever PLC | Reduce -15.3% | 0.18% | −0.06 |
| KO The Coca-Cola Co. | Reduce -24.3% | 0.11% | −0.06 |
| PEP Pepsico Inc. | Reduce -23.3% | 0.08% | −0.05 |
| MO Altria Group Inc. | Reduce -35.5% | 0.07% | −0.05 |
| NVS Novartis AG-Sponsored ADR | Reduce -12.1% | 0.22% | −0.04 |
| DVY iShares Select Dividend ETF | Reduce -5.2% | 0.16% | −0.04 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -2.3% | 0.25% | −0.03 |
| FVD First Trust Value Line DVD | Reduce -1.7% | 0.19% | −0.03 |
| SCHD Schwab US DVD Equity ETF | Reduce -0.1% | 0.14% | −0.03 |
| EFA iShares MSCI Eafe ETF | Reduce -4.3% | 0.25% | −0.02 |
| SUB iShares Short-Term National | Reduce -1.6% | 0.13% | −0.02 |
| BDJ BlackRock Enhanced Eqty DVD | Reduce -3.3% | 0.12% | −0.02 |
| GD General Dynamics Corp. | Reduce -0.1% | 0.21% | −0.02 |
| BKNG Booking Holdings Inc. | Reduce -12.2% | 0.34% | −0.01 |
| FAX Abrdn Asia-Pacific Income | Reduce -2.6% | 0.08% | −0.01 |
| XLGIX Lazard GLBL TTL RTRN & Inc. | Reduce -1.7% | 0.16% | −0.01 |
| XLB SS Materials Select Sector | Reduce -1.1% | 0.08% | −0.01 |
| VPU Vanguard Utilities ETF | Reduce -4.0% | 0.06% | −0.01 |
| RTX RTX Corp. | Reduce -1.9% | 0.14% | −0.01 |
| BNY Bank of New York Mellon Corp. | Reduce -0.2% | 0.15% | −0.01 |
| GDX Vaneck Gold Miners ETF | Reduce -1.6% | 0.23% | −0.01 |
| PM Philip Morris International | Reduce -5.4% | 0.09% | −0.01 |
| WFC Wells Fargo & Co. | Reduce -0.2% | 0.14% | −0.00 |
| AMZN Amazon.com Inc. | Reduce -0.3% | 3.87% | −0.00 |
| BAC Bank of America Corp. | Reduce -0.0% | 0.16% | −0.00 |
| VGT Vanguard Info Tech ETF | Reduce -0.3% | 0.12% | +0.01 |
| KLAC KLA Corp. | Reduce -1.0% | 0.19% | +0.02 |
| SMCI Super Micro Computer Inc. | Reduce -10.5% | 0.43% | +0.04 |
| ORCL Oracle Corp. | Reduce -1.0% | 0.23% | +0.06 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -5.9% | 1.03% | +0.16 |
| MSFT Microsoft Corp. | Reduce -8.4% | 3.24% | +0.17 |
Portfolio Buys Q1 2025 → Q2 2025
| RCL Royal Caribbean Cruises Ltd. | Add +0.7% | 2.38% | +0.59 |
| ANET Arista Networks Inc. | Add +1.7% | 3.20% | +0.46 |
| EME Emcor Group Inc. | Add +1.0% | 1.93% | +0.41 |
| VRT Vertiv Holdings Co. Class A | Add +5.4% | 0.90% | +0.35 |
| CRS Carpenter Technology | Add +14.2% | 0.97% | +0.33 |
| PLTR Palantir Technologies Inc. Class A | Add +35.3% | 0.49% | +0.23 |
| TSM Taiwan Semiconductor-SP ADR | Add +17.5% | 0.61% | +0.17 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +12.3% | 1.08% | +0.14 |
| HWM Howmet Aerospace Inc. | Add +13.0% | 0.47% | +0.14 |
| XLK SS Technology Select Sector | Add +2.8% | 1.24% | +0.11 |
| SMH Vaneck Semiconductor ETF | Add +1.6% | 0.75% | +0.11 |
| BE Bloom Energy Corp. Class A | Add +37.8% | 0.33% | +0.10 |
| EXEL Exelixis Inc. | Add +11.5% | 0.75% | +0.10 |
| TAIL Cambria Tail Risk ETF | New | 0.10% | +0.10 |
| SPOT Spotify Technology SA | New | 0.07% | +0.07 |
| OEF iShares S&P 100 ETF | Add +12.2% | 0.77% | +0.07 |
| CSCO Cisco Systems Inc. | New | 0.06% | +0.06 |
| AIVI Wisdomtree International AI | New | 0.06% | +0.06 |
| FIX Comfort Systems USA Inc. | Add +23.5% | 0.14% | +0.06 |
| KOMP SS SPDR S&P Kensho Ne Comp | New | 0.06% | +0.06 |
| XLY SS Consumer Disc Select Sect | New | 0.06% | +0.06 |
| IWY iShares Russell Top 200 Grow | Add +1.3% | 1.47% | +0.04 |
| VONG Vanguard Russell 1000 Growth | Add +0.7% | 1.18% | +0.03 |
| SCHW Schwab (charles) Corp. | Add +0.1% | 2.32% | +0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +13.4% | 0.31% | +0.03 |
| ALL Allstate Corp. | Add +21.9% | 0.82% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +11.3% | 0.13% | +0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.7% | 0.55% | +0.02 |
| ADI Analog Devices Inc. | Add +3.3% | 0.15% | +0.01 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +11.3% | 0.43% | +0.00 |
| ADX Adams Diversified Equity | Add +1.9% | 0.14% | +0.00 |
| CSQ Calamos Strat TTL RTRN FND | Add +1.1% | 0.15% | −0.00 |
| IDV iShares International Select | Add +2.2% | 0.11% | −0.00 |
| WIW Western Asst Infl-LNK Opp | Add +2.2% | 0.03% | −0.00 |
| IYZ iShares US Telecommunication | Add +0.3% | 0.08% | −0.00 |
| SFM Sprouts Farmers Market Inc. | Add +6.2% | 1.11% | −0.01 |
| PIM Franklin Master Interm IT-Ui | Add +2.0% | 0.06% | −0.01 |
| BGR BlackRock Enrgy & Res TR | Add +1.0% | 0.04% | −0.01 |
| RVT Royce Small-Cap Trust Inc. | Add +1.7% | 0.11% | −0.01 |
| UTF Cohen & Steers Infrastructur | Add +1.1% | 0.11% | −0.01 |
| PPT Franklin Premir Inc. Trust-Ui | Add +2.1% | 0.08% | −0.01 |
| MINT PIMCO Enhanced Short Maturit | Add +1.2% | 0.06% | −0.01 |
| AIVL Wisdomtree US AI Enhanced Va | Add +0.4% | 0.08% | −0.01 |
| EBAY eBay Inc. | Add +0.0% | 0.20% | −0.01 |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | Add +1.8% | 0.06% | −0.01 |
| XWIAX Western Asset Infl-Link Sec | Add +1.9% | 0.08% | −0.01 |
| BCV Bancroft Fund Ltd. | Add +1.4% | 0.23% | −0.01 |
| PDT John Hancock Prem DVD FND | Add +1.9% | 0.09% | −0.01 |
| BTZ BlackRock Credit Allocation | Add +2.3% | 0.12% | −0.01 |
| USA Liberty All Star Equity Fund | Add +2.1% | 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 |