Mezzasalma Advisors, LLC Purchases in Q1 2025

Mezzasalma Advisors, LLC

  • $280 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
190
+ 1.27%
$16.06 - $16.99 $3.05K - $3.23K
15.1K $251K
DVY
Ishares Tr

ETFs
25
+ 0.61%
$128.58 - $138.1 $3.21K - $3.45K
4.14K $549K
XLB
Select Sector Spdr Fd Material

ETFs
57
+ 1.83%
$83.19 - $90.99 $4.74K - $5.19K
3.18K $270K
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
226
+ 2.13%
$8.25 - $8.79 $1.86K - $1.99K
10.9K $95K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
7
+ 0.3%
$104.87 - $112.53 $734 - $788
2.33K $254K
IYZ
Ishares Tr Us Telecommunicatio

ETFs
31
+ 0.37%
$26.51 - $28.57 $822 - $886
8.44K $231K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
26
+ 1.24%
$100.32 - $100.76 $2.61K - $2.62K
2.12K $213K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
222
+ 1.2%
$11.13 - $11.61 $2.47K - $2.58K
18.7K $209K
SUB
Ishares Short Term National Mu

ETFs
12
+ 0.29%
$105.3 - $106.24 $1.26K - $1.27K
4.18K $441K
Arista Networks Inc
1.69K
+ 1.68%
N/A
102K $0
TY
Tri Continental Corp

Financial Services
55
+ 0.85%
$30.4 - $32.91 $1.67K - $1.81K
6.55K $200K
AXP
American Express CO

Financial Services
80
+ 8.08%
$255.39 - $325.87 $20.4K - $26.1K
1.07K $287K
USA
Liberty All Star Equity Fund

Financial Services
3.3K
+ 4.79%
$6.41 - $7.32 $21.2K - $24.2K
72.2K $472K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
401
+ 1.93%
$18.61 - $21.28 $7.46K - $8.53K
21.1K $401K
RVT
Royce Value Trust, Inc.

Financial Services
408
+ 1.7%
$14.07 - $16.68 $5.74K - $6.81K
24.4K $347K
FNDB
Schwab Fundamental U S Broad M

ETFs
1.1K
+ 0.77%
$22.52 - $24.48 $24.7K - $26.8K
143K $3.27M
VBR
Vanguard Small Cap Value ETF

ETFs
101
+ 2.38%
$183.02 - $207.75 $18.5K - $21K
4.35K $807K
WPP
Wpp PLC

Communication Services
219
+ 3.03%
$37.96 - $51.07 $8.31K - $11.2K
7.44K $282K
QQQ
Invesco Qqq Trust, Series 1

ETFs
46
+ 1.43%
$468.34 - $539.52 $21.5K - $24.8K
3.27K $1.53M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
317
+ 3.72%
$211.47 - $267.17 $67K - $84.7K
8.84K $1.88M
XLK
Technology Sector Spdr

ETFs
451
+ 2.92%
$206.38 - $242.18 $93.1K - $109K
15.9K $3.29M
VONG
Vanguard Russell 1000 Growth E

ETFs
75
+ 0.21%
$92.71 - $107.38 $6.95K - $8.05K
35.8K $3.32M
IWY
Ishares Tr Russell 200 Growth

ETFs
394
+ 2.05%
$210.19 - $243.33 $82.8K - $95.9K
19.6K $4.13M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
357
+ 1.44%
$203.38 - $274.79 $72.6K - $98.1K
25.2K $5.17M
EME
Emcor Group, Inc.

Industrials
428
+ 3.74%
$361.16 - $535.99 $155K - $229K
11.9K $4.39M
Activity Summary
Buys All Purchases 76 New Holdings 8 Increased Positions 68 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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