Mezzasalma Advisors, LLC Purchases in Q4 2024

Mezzasalma Advisors, LLC

  • $297 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GBIL
Goldman Sachs Access Treasury

ETFs
29.7K
New
$99.85 - $100.22 $2.97M - $2.98M
29.7K $2.97M
AAPL
Apple Inc.

Technology
5.98K
+ 7.27%
$221.69 - $259.02 $1.32M - $1.55M
88.2K $22.1M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
16.5K
New
$110.69 - $154.48 $1.83M - $2.55M
16.5K $2.1M
AMZN
Amazon Com Inc

Consumer Cyclical
545
+ 0.93%
$180.88 - $232.93 $98.6K - $127K
59.3K $13M
V
Visa Inc.

Financial Services
957
+ 2.77%
$273.87 - $320.91 $262K - $307K
35.5K $11.2M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.82K
+ 7.93%
$173.13 - $258.09 $315K - $470K
24.8K $5.72M
VUG
Vanguard Growth ETF

ETFs
3.81K
+ 145.66%
$378.79 - $428.11 $1.44M - $1.63M
6.42K $2.63M
ALL
Allstate Corp

Financial Services
8.12K
New
$181.25 - $208.2 $1.47M - $1.69M
8.12K $1.57M
NFLX
Netflix Inc

Communication Services
31
+ 0.42%
$687.65 - $936.56 $21.3K - $29K
7.46K $6.65M
SLV
I Shares Silver Trust

ETFs
45.4K
New
$26.33 - $31.74 $1.19M - $1.44M
45.4K $1.19M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
13.5K
New
$77.86 - $79.27 $1.05M - $1.07M
13.5K $1.06M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
17.6K
New
$46.48 - $51.32 $817K - $903K
17.6K $846K
VBR
Vanguard Small Cap Value ETF

ETFs
4.25K
New
$197.36 - $217.3 $839K - $924K
4.25K $842K
SCHW
Schwab Charles Corp

Financial Services
890
+ 1.07%
$63.31 - $82.85 $56.3K - $73.7K
84.4K $6.25M
IWD
Ishares Russell 1000 Val ETF

ETFs
4.33K
New
$183.23 - $199.79 $794K - $866K
4.33K $802K
EFA
Ishares Tr Msci Eafe ETF

ETFs
9.61K
New
$75.1 - $82.99 $721K - $797K
9.61K $726K
BCV
Bancroft Fund LTD

Financial Services
40.8K
New
$16.68 - $18.56 $681K - $757K
40.8K $722K
GLD
Spdr Gold Trust

ETFs
2.98K
New
$236.59 - $257.5 $704K - $766K
2.98K $720K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.86K
+ 81.59%
$172.07 - $207.36 $492K - $593K
6.36K $1.26M
FVD
First Tr Value Line Divid Inde

ETFs
14.2K
New
$43.4 - $46.7 $616K - $662K
14.2K $619K
XT
Ishares Tr Exponential Technol

ETFs
9.73K
New
$58.7 - $62.72 $571K - $610K
9.73K $580K
HWM
Howmet Aerospace Inc.

Industrials
5.18K
New
$99.72 - $120.09 $516K - $622K
5.18K $566K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
449
New
$1124.26 - $1344.96 $505K - $604K
449 $565K
DVY
Ishares Tr

ETFs
4.12K
New
$129.55 - $143.41 $533K - $590K
4.12K $540K
PFF
Ishares Trust Ishares Pfd And

ETFs
17.2K
New
$31.23 - $33.51 $537K - $576K
17.2K $540K
LGI
Lazard Global Total Return & Income Fund Inc

Financial Services
32K
New
$15.76 - $17.96 $505K - $576K
32K $512K
TIP
Ishares Tr Tips Bd ETF

ETFs
4.78K
New
$106.33 - $110.69 $509K - $529K
4.78K $509K
CRWD
Crowd Strike Holdings, Inc.

Technology
182
+ 2.56%
$275.15 - $388.2 $50.1K - $70.7K
7.3K $2.5M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
14.8K
New
$33.77 - $44.09 $499K - $652K
14.8K $501K
AWP
Aberdeen Global Premier Properties Fund

Financial Services
129K
New
$3.8 - $4.57 $491K - $591K
129K $498K
USA
Liberty All Star Equity Fund

Financial Services
68.9K
New
$6.82 - $7.46 $470K - $514K
68.9K $478K
CSQ
Calamos Strategic Total Return Fund

Financial Services
26.8K
New
$17.14 - $18.44 $460K - $494K
26.8K $474K
SPY
Spdr S&P 500 ETF Trust

ETFs
755
+ 75.42%
$567.81 - $607.81 $429K - $459K
1.76K $1.03M
IJK
Ishares S&P Midcap 400 Growth

ETFs
4.9K
New
$90.66 - $99.46 $445K - $488K
4.9K $445K
SUB
Ishares Short Term National Mu

ETFs
4.17K
New
$104.94 - $106.2 $438K - $443K
4.17K $440K
VTI
Vanguard Total Stock Market Et

ETFs
1.49K
New
$280.04 - $302.45 $417K - $451K
1.49K $431K
EME
Emcor Group, Inc.

Industrials
361
+ 3.25%
$427.96 - $526.95 $154K - $190K
11.5K $5.2M
XLG
Invesco Exchange Traded Fd Tr

ETFs
8.41K
New
$46.94 - $51.62 $395K - $434K
8.41K $420K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
20.7K
New
$20.04 - $22.53 $415K - $467K
20.7K $418K
COST
Costco Wholesale Corp

Consumer Defensive
329
+ 8.68%
$873.59 - $994.69 $287K - $327K
4.12K $3.78M
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
31.1K
New
$11.91 - $14.14 $370K - $439K
31.1K $380K
ADI
Analog Devices Inc

Technology
1.79K
New
$206.35 - $236.48 $368K - $422K
1.79K $379K
RVT
Royce Value Trust, Inc.

Financial Services
24K
New
$15.15 - $16.9 $363K - $405K
24K $378K
IGE
Ishares Tr North Amern Nat Res

ETFs
8.79K
New
$41.52 - $48.01 $365K - $422K
8.79K $375K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
43.8K
New
$8.1 - $9.04 $355K - $396K
43.8K $362K
LQD
Ishares Iboxx $ Investment Gra

ETFs
3.39K
New
$106.56 - $113.11 $361K - $383K
3.39K $361K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
34.3K
New
$10.39 - $11.25 $356K - $385K
34.3K $358K
INFL
Listed Fds Tr Horizon Kinetics

ETFs
9.1K
New
$37.46 - $43.08 $341K - $392K
9.1K $346K
BE
Bloom Energy Corp

Industrials
15.5K
New
$9.04 - $27.45 $140K - $427K
15.5K $345K
Activity Summary
Buys All Purchases 112 New Holdings 66 Increased Positions 46 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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