Mezzasalma Advisors, LLC Purchases in Q2 2025

Mezzasalma Advisors, LLC

  • $319 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
813
+ 2.32%
$9.86 - $10.92 $8.02K - $8.88K
35.9K $391K
AWP
Aberdeen Global Premier Properties Fund

Financial Services
1.2K
+ 0.91%
$3.35 - $3.97 $4.01K - $4.75K
133K $526K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
9
+ 0.39%
$97.18 - $113.06 $875 - $1.02K
2.34K $264K
PPT
Putnam Premier Income Trust

Financial Services
1.49K
+ 2.07%
$3.45 - $3.71 $5.15K - $5.54K
73.6K $270K
PDT
John Hancock Premium Dividend Fund

Financial Services
435
+ 1.93%
$11.7 - $13.23 $5.09K - $5.76K
23K $303K
PFF
Ishares Trust Ishares Pfd And

ETFs
230
+ 1.37%
$29.0 - $30.68 $6.67K - $7.06K
17K $520K
WIA
Western Asset Inflation Linked Income Fund

Financial Services
604
+ 1.89%
$8.06 - $8.4 $4.87K - $5.07K
32.5K $272K
PIM
Putnam Master Intermediate Income Trust

Financial Services
1.16K
+ 1.99%
$3.18 - $3.37 $3.7K - $3.92K
59.5K $199K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
49
+ 0.66%
$82.21 - $83.12 $4.03K - $4.07K
7.43K $615K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
547
+ 1.73%
$10.82 - $12.71 $5.92K - $6.95K
32.1K $400K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
25
+ 1.18%
$100.04 - $100.54 $2.5K - $2.51K
2.14K $215K
Arista Networks Inc
1.75K
+ 1.71%
N/A
104K $0
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
2
+ 0.06%
$98.34 - $98.77 $197 - $198
3.39K $334K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
215
+ 1.82%
$20.85 - $24.04 $4.48K - $5.17K
12K $281K
TIP
Ishares Tr Tips Bd ETF

ETFs
44
+ 0.93%
$107.93 - $110.97 $4.75K - $4.88K
4.79K $526K
BGR
Black Rock Energy & Resources Trust

Financial Services
113
+ 1.02%
$11.27 - $13.63 $1.27K - $1.54K
11.2K $148K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
344
+ 1.84%
$10.29 - $11.24 $3.54K - $3.87K
19K $207K
PDI
Pimco Dynamic Income Fund

Financial Services
547
+ 3.5%
$17.02 - $19.87 $9.31K - $10.9K
16.2K $306K
IGE
Ishares Tr North Amern Nat Res

ETFs
53
+ 0.6%
$38.21 - $46.01 $2.03K - $2.44K
8.89K $393K
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
185
+ 1.22%
$15.44 - $16.72 $2.86K - $3.09K
15.3K $246K
PGR
Progressive Corp

Financial Services
475
+ 5.56%
$255.27 - $288.74 $121K - $137K
9.02K $2.41M
WPP
Wpp PLC

Communication Services
74
+ 0.99%
$32.03 - $40.64 $2.37K - $3.01K
7.52K $263K
OMC
Omnicom Group Inc.

Communication Services
235
+ 4.4%
$69.22 - $79.77 $16.3K - $18.7K
5.57K $400K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
157
+ 0.88%
$45.07 - $52.57 $7.08K - $8.25K
18.1K $882K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
6.95K
+ 1043.09%
$105.72 - $1416.0 $734K - $9.84M
7.61K $849K
XLV
Select Sector Spdr Fund Health

ETFs
29
+ 0.34%
$128.77 - $144.3 $3.73K - $4.18K
8.44K $1.14M
XOM
Exxon Mobil Corp

Energy
1.13K
+ 3.86%
$99.93 - $119.04 $112K - $134K
30.2K $3.26M
TRGP
Targa Resources Corp.

Energy
343
+ 1.73%
$157.32 - $205.72 $54K - $70.6K
20.1K $3.51M
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
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