Mezzasalma Advisors, LLC Purchases in Q2 2025

Mezzasalma Advisors, LLC

  • $319 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
167
+ 0.66%
$177.93 - $313.14 $29.7K - $52.3K
25.3K $7.93M
EME
Emcor Group, Inc.

Industrials
121
+ 1.02%
$342.02 - $534.89 $41.4K - $64.7K
12K $6.42M
CRS
Carpenter Technology Corp

Industrials
1.46K
+ 14.19%
$151.3 - $276.38 $221K - $403K
11.7K $3.24M
SCHW
Schwab Charles Corp

Financial Services
98
+ 0.12%
$69.06 - $91.24 $6.77K - $8.94K
84.6K $7.72M
VUG
Vanguard Growth ETF

ETFs
902
+ 12.34%
$329.49 - $438.4 $297K - $395K
8.21K $3.6M
PLTR
Palantir Technologies Inc.

Technology
3.11K
+ 35.29%
$74.01 - $144.25 $230K - $448K
11.9K $1.62M
XLK
Technology Sector Spdr

ETFs
448
+ 2.81%
$179.73 - $253.23 $80.5K - $113K
16.4K $4.14M
IWY
Ishares Tr Russell 200 Growth

ETFs
264
+ 1.34%
$187.5 - $246.51 $49.5K - $65.1K
19.9K $4.91M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.34K
+ 17.46%
$141.37 - $228.57 $189K - $305K
8.99K $2.04M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
140
+ 1.58%
$179.95 - $278.88 $25.2K - $39K
8.98K $2.5M
VONG
Vanguard Russell 1000 Growth E

ETFs
245
+ 0.68%
$82.51 - $109.2 $20.2K - $26.8K
36K $3.93M
HWM
Howmet Aerospace Inc.

Industrials
978
+ 13.02%
$112.33 - $186.13 $110K - $182K
8.49K $1.58M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
1.3K
+ 6.16%
$144.63 - $179.53 $188K - $234K
22.4K $3.69M
BE
Bloom Energy Corp

Industrials
12.5K
+ 37.78%
$16.32 - $23.92 $204K - $300K
45.7K $1.09M
ALL
Allstate Corp

Financial Services
2.44K
+ 21.94%
$180.53 - $212.64 $440K - $518K
13.5K $2.73M
TDG
Trans Digm Group Inc

Industrials
32
+ 1.23%
$1231.75 - $1520.64 $39.4K - $48.7K
2.63K $4M
COST
Costco Wholesale Corp

Consumer Defensive
135
+ 3.03%
$908.13 - $1056.85 $123K - $143K
4.59K $4.54M
TAIL
Cambria ETF Tr Tail Risk ETF

ETFs
27K
New
$11.69 - $13.91 $316K - $376K
27K $323K
QQQ
Invesco Qqq Trust, Series 1

ETFs
22
+ 0.67%
$416.06 - $551.64 $9.15K - $12.1K
3.3K $1.82M
IVV
Ishares Core S&P 500 ETF

ETFs
19
+ 0.46%
$498.8 - $620.9 $9.48K - $11.8K
4.16K $2.58M
FIX
Comfort Systems Usa Inc

Industrials
168
+ 23.46%
$296.51 - $536.21 $49.8K - $90.1K
884 $474K
OEF
Ishares S&P 100 ETF

ETFs
909
+ 12.16%
N/A
8.39K $2.23M
SPOT
Spotify Technology S.A.

Communication Services
300
New
$503.3 - $775.9 $151K - $233K
300 $230K
CSCO
Cisco Systems, Inc.

Technology
3.09K
New
$53.19 - $69.38 $164K - $214K
3.09K $214K
SPY
Spdr S&P 500 ETF Trust

ETFs
201
+ 13.45%
$496.48 - $617.85 $99.8K - $124K
1.7K $1.05M
AIVI
Kemiao Garment Holding Group

ETFs
4.4K
New
$39.72 - $49.07 $175K - $216K
4.4K $211K
KOMP
Spdr S&P Kensho New Economies

ETFs
3.78K
New
$40.86 - $54.38 $154K - $205K
3.78K $205K
FNDX
Schwab Fundamental U S Large C

ETFs
5.88K
+ 11.27%
$20.84 - $24.54 $123K - $144K
58.1K $1.43M
XLY
Select Sector Spdr Consumer Di

ETFs
928
New
$176.34 - $218.59 $164K - $203K
928 $201K
FNDB
Schwab Fundamental U S Broad M

ETFs
1.57K
+ 1.1%
$20.36 - $23.98 $32K - $37.7K
145K $3.47M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6
+ 0.17%
$456.74 - $568.03 $2.74K - $3.41K
3.49K $1.98M
JPM
Jpmorgan Chase & CO

Financial Services
155
+ 11.31%
$210.28 - $289.91 $32.6K - $44.9K
1.53K $442K
VRT
Vertiv Holdings CO

Industrials
1.19K
+ 5.37%
N/A
23.4K $2.03M
SLV
I Shares Silver Trust

ETFs
32
+ 0.06%
$27.08 - $33.74 $867 - $1.08K
49.6K $1.63M
ADI
Analog Devices Inc

Technology
68
+ 3.33%
$164.6 - $238.02 $11.2K - $16.2K
2.11K $502K
BCV
Bancroft Fund LTD

Financial Services
553
+ 1.37%
$15.82 - $18.9 $8.75K - $10.5K
40.8K $771K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
412
+ 1.95%
$17.11 - $21.71 $7.05K - $8.94K
21.5K $467K
EBAY
Ebay Inc

Consumer Cyclical
2
+ 0.02%
$59.52 - $79.36 $119 - $159
8.78K $653K
CSQ
Calamos Strategic Total Return Fund

Financial Services
301
+ 1.14%
$13.86 - $18.24 $4.17K - $5.49K
26.7K $486K
GLD
Spdr Gold Trust

ETFs
14
+ 0.48%
$273.71 - $316.29 $3.83K - $4.43K
2.94K $895K
IDV
Ishares Tr

ETFs
223
+ 2.17%
$27.79 - $34.84 $6.2K - $7.77K
10.5K $361K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
351
+ 2.57%
$77.94 - $79.5 $27.4K - $27.9K
14K $1.11M
USA
Liberty All Star Equity Fund

Financial Services
1.54K
+ 2.14%
$5.9 - $6.81 $9.1K - $10.5K
73.7K $502K
GBIL
Goldman Sachs Access Treasury

ETFs
275
+ 0.91%
$99.83 - $100.19 $27.5K - $27.6K
30.4K $3.04M
INFL
Listed Fds Tr Horizon Kinetics

ETFs
64
+ 0.43%
$35.95 - $42.85 $2.3K - $2.74K
14.8K $624K
RVT
Royce Value Trust, Inc.

Financial Services
405
+ 1.66%
$12.5 - $15.21 $5.06K - $6.16K
24.8K $372K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
149
+ 1.1%
$22.63 - $26.95 $3.37K - $4.02K
13.7K $370K
IYZ
Ishares Tr Us Telecommunicatio

ETFs
21
+ 0.25%
$24.53 - $29.78 $515 - $625
8.46K $251K
LMT
Lockheed Martin Corp

Industrials
3
+ 0.31%
$430.82 - $486.45 $1.29K - $1.46K
983 $455K
Activity Summary
Buys All Purchases 79 New Holdings 6 Increased Positions 73 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Mezzasalma Advisors, LLC Portfolio

Follow Mezzasalma Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mezzasalma Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mezzasalma Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email