Mezzasalma Advisors, LLC Portfolio Holdings

Mezzasalma Advisors, LLC

  • $280 Million
  • Q1 2025

Mezzasalma Advisors, LLC has filed its 13F form on April 18, 2025 for Q1 2025 where it was disclosed a total value porftolio of $280 Million distributed in 147 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Meta Platforms, Inc. with a value of $21.8M, Apple Inc. with a value of $19.4M, Tesla, Inc. with a value of $18.4M, Nvidia Corp with a value of $14.9M, and Berkshire Hathaway Inc Class B with a value of $14.5M.

Examining the 13F form we can see an decrease of $16.8M in the current position value, from $297M to 280M.

Below you can find more details about Mezzasalma Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $280 Million
ETFs: $51.5 Million
Technology: $51.2 Million
Financial Services: $48 Million
Communication Services: $43.9 Million
Consumer Cyclical: $38.1 Million
Industrials: $16 Million
Healthcare: $12.1 Million
Consumer Defensive: $11.3 Million
Other: $7.9 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$148B
$6.62 Million 2.36% of portfolio
84,517
Q1 2025 Added 0.09%
$54.8B
$5.17 Million 1.84% of portfolio
25,154
Q1 2025 Added 1.44%
$19.1B
$4.39 Million 1.57% of portfolio
11,886
Q1 2025 Added 3.74%
$38.7B
$3.97 Million 1.42% of portfolio
19,801
Q1 2025 Added 1.71%
$76.6B
$3.6 Million 1.28% of portfolio
2,600
Q1 2025 Added 2.73%
$18.4B
$3.22 Million 1.15% of portfolio
21,108
Q1 2025 Added 27.82%
$92.1B
$2.51 Million 0.9% of portfolio
7,129
Q1 2025 Reduced 2.29%
$165B
$2.42 Million 0.86% of portfolio
8,549
Q1 2025 Added 10.31%
$53.6B
$2.3 Million 0.82% of portfolio
11,109
Q1 2025 Added 36.84%
$32.7B
$1.93 Million 0.69% of portfolio
22,242
Q1 2025 Added 11.17%
$12.6B
$1.87 Million 0.67% of portfolio
50,654
Q1 2025 New
$174B
$1.69 Million 0.6% of portfolio
4,406
Q1 2025 Reduced 12.91%
$64.2B
$1.59 Million 0.57% of portfolio
2,500
Q2 2024 Reduced 1.3%
$16.6B
$1.27 Million 0.45% of portfolio
10,657
Q1 2025 Reduced 11.07%
$150B
$1.12 Million 0.4% of portfolio
16,094
Q1 2025 Reduced 9.89%
$57.6B
$974,000 0.35% of portfolio
7,512
Q1 2025 Added 45.08%
$161B
$686,000 0.24% of portfolio
11,524
Q1 2025 Reduced 1.13%
$138B
$685,000 0.24% of portfolio
12,365
Q1 2025 Reduced 2.53%
$13.6B
$650,000 0.23% of portfolio
2,435
Q2 2024 Reduced 52.86%
$74.7B
$643,000 0.23% of portfolio
2,362
Q1 2025 Added 2.12%
$37.4B
$594,000 0.21% of portfolio
8,781
Q1 2025 Reduced 2.03%
$99.6B
$475,000 0.17% of portfolio
699
Q1 2025 Reduced 16.29%
$65B
$446,000 0.16% of portfolio
5,322
Q1 2025 Reduced 4.3%
$15.5B
$442,000 0.16% of portfolio
5,339
Q1 2025 Added 3.07%
$125B
$437,000 0.16% of portfolio
980
Q1 2025 Reduced 0.61%
$185B
$444,000 0.16% of portfolio
3,352
Q1 2025 Reduced 0.83%
$100B
$412,000 0.15% of portfolio
2,044
Q1 2025 Added 14.51%
$187B
$383,000 0.14% of portfolio
2,561
Q1 2025 Reduced 15.95%
$106B
$347,000 0.12% of portfolio
5,792
Q1 2025 Added 1.44%
$130B
$298,000 0.11% of portfolio
2,060
Q4 2024 Added 3.0%
$187B
$302,000 0.11% of portfolio
554
Q4 2023 New
$199B
$287,000 0.1% of portfolio
1,070
Q1 2025 Added 8.08%
$163B
$267,000 0.1% of portfolio
527
Q4 2024 Added 24.88%
$139B
$244,000 0.09% of portfolio
1,049
Q4 2024 Added 5.22%
$12.4B
$238,000 0.08% of portfolio
11,209
Q4 2024 New
$94B
$229,000 0.08% of portfolio
1,878
Q1 2025 New
$14.2B
$230,000 0.08% of portfolio
716
Q1 2025 New
$76.8B
$206,000 0.07% of portfolio
1,409
Q1 2025 New
$167B
$201,000 0.07% of portfolio
1,310
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 147
  • Current Value $280 Million
  • Prior Value $297 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 18, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 68 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
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