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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$701,000 0.25% of portfolio
40,289
Q1 2025 Reduced 1.27%
$0
$511,000 0.18% of portfolio
131,814
Q1 2025 Added 2.01%
$0
$472,000 0.17% of portfolio
72,192
Q1 2025 Added 4.79%
$0
$488,000 0.17% of portfolio
31,681
Q1 2025 Reduced 1.15%
$0
$427,000 0.15% of portfolio
26,398
Q1 2025 Reduced 1.55%
$0
$383,000 0.14% of portfolio
44,598
Q1 2025 Added 1.75%
$0
$396,000 0.14% of portfolio
31,589
Q1 2025 Added 1.64%
$0
$375,000 0.13% of portfolio
35,063
Q1 2025 Added 2.35%
$0
$347,000 0.12% of portfolio
24,378
Q1 2025 Added 1.7%
$0
$347,000 0.12% of portfolio
13,591
Q1 2025 Added 1.02%
$0
$295,000 0.11% of portfolio
22,582
Q1 2025 Added 1.92%
$0
$309,000 0.11% of portfolio
15,624
Q1 2025 Added 3.47%
$0
$282,000 0.1% of portfolio
11,824
Q1 2025 Reduced 3.88%
$0
$251,000 0.09% of portfolio
15,104
Q1 2025 Added 1.27%
$0
$260,000 0.09% of portfolio
72,133
Q1 2025 Added 2.91%
$0
$266,000 0.09% of portfolio
31,895
Q1 2025 Added 1.86%
$0
$200,000 0.07% of portfolio
6,549
Q1 2025 Added 0.85%
$0
$209,000 0.07% of portfolio
18,700
Q1 2025 Added 1.2%
$0
$150,000 0.05% of portfolio
11,076
Q1 2025 Added 0.94%
$0
$95,000 0.03% of portfolio
10,852
Q1 2025 Added 2.13%

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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