Mezzasalma Advisors, LLC Portfolio Holdings

Mezzasalma Advisors, LLC

  • $319 Million
  • Q2 2025

Mezzasalma Advisors, LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $319 Million distributed in 145 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Meta Platforms, Inc. with a value of $27.6M, Tesla, Inc. with a value of $22.4M, Nvidia Corp with a value of $21.6M, Apple Inc. with a value of $17.9M, and Alphabet Inc. with a value of $15.8M.

Examining the 13F form we can see an increase of $39.3M in the current position value, from $280M to 319M.

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

Portfolio value $319 Million
Technology: $61 Million
ETFs: $58.2 Million
Communication Services: $54.8 Million
Financial Services: $48.6 Million
Consumer Cyclical: $46.6 Million
Industrials: $21.3 Million
Consumer Defensive: $11.1 Million
Healthcare: $10.8 Million
Other: $7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.78T
$27.6 Million 8.65% of portfolio
37,427
Q2 2025 Reduced 1.02%
$1.08T
$22.4 Million 7.01% of portfolio
70,517
Q2 2025 Reduced 0.44%
$456B
$21.6 Million 6.76% of portfolio
136,561
Q2 2025 Reduced 0.41%
$3.69T
$17.9 Million 5.6% of portfolio
87,105
Q2 2025 Reduced 0.26%
$1.21T
$15.8 Million 4.96% of portfolio
89,934
Q2 2025 Reduced 0.26%
$621B
$13.2 Million 4.14% of portfolio
27,221
Q2 2025 Reduced 0.15%
$2.26T
$12.9 Million 4.04% of portfolio
58,835
Q2 2025 Reduced 0.28%
$551B
$12.4 Million 3.89% of portfolio
35,036
Q2 2025 Reduced 0.24%
$3.95T
$10.8 Million 3.38% of portfolio
21,677
Q2 2025 Reduced 8.39%
$545B
$9.78 Million 3.06% of portfolio
7,306
Q2 2025 Reduced 0.63%
$79.9B
$7.93 Million 2.48% of portfolio
25,321
Q2 2025 Added 0.66%
$179B
$7.72 Million 2.42% of portfolio
84,615
Q2 2025 Added 0.12%
$30.2B
$6.42 Million 2.01% of portfolio
12,007
Q2 2025 Added 1.02%
$0
$4.91 Million 1.54% of portfolio
19,906
Q2 2025 Added 1.34%
$608B
$4.77 Million 1.49% of portfolio
6,121
Q2 2025 Reduced 14.32%
$439B
$4.54 Million 1.42% of portfolio
4,591
Q2 2025 Added 3.03%
$76.5B
$4 Million 1.25% of portfolio
2,632
Q2 2025 Added 1.23%
$0
$3.93 Million 1.23% of portfolio
36,026
Q2 2025 Added 0.68%
$15.9B
$3.69 Million 1.16% of portfolio
22,409
Q2 2025 Added 6.16%
$0
$3.6 Million 1.13% of portfolio
8,212
Q2 2025 Added 12.34%
$38.1B
$3.51 Million 1.1% of portfolio
20,144
Q2 2025 Added 1.73%
$0
$3.47 Million 1.09% of portfolio
144,666
Q2 2025 Added 1.1%
$93.6B
$3.42 Million 1.07% of portfolio
6,710
Q2 2025 Reduced 5.88%
$12.5B
$3.24 Million 1.02% of portfolio
11,741
Q2 2025 Added 14.19%
$442B
$3.26 Million 1.02% of portfolio
30,244
Q2 2025 Added 3.86%
$0
$3.04 Million 0.95% of portfolio
30,379
Q2 2025 Added 0.91%
$55.9B
$2.73 Million 0.85% of portfolio
13,546
Q2 2025 Added 21.94%
$0
$2.58 Million 0.81% of portfolio
4,163
Q2 2025 Added 0.46%
$0
$2.5 Million 0.78% of portfolio
8,978
Q2 2025 Added 1.58%
$12.1B
$2.49 Million 0.78% of portfolio
56,471
Q2 2025 Added 11.48%
$142B
$2.41 Million 0.75% of portfolio
9,024
Q2 2025 Added 5.56%
$0
$2.23 Million 0.7% of portfolio
8,385
Q2 2025 Added 12.16%
$32.7B
$2.03 Million 0.64% of portfolio
23,436
Q2 2025 Added 5.37%
$1.27T
$2.04 Million 0.64% of portfolio
8,988
Q2 2025 Added 17.46%
$0
$1.98 Million 0.62% of portfolio
3,494
Q2 2025 Added 0.17%
$0
$1.82 Million 0.57% of portfolio
3,295
Q2 2025 Added 0.67%
$18B
$1.63 Million 0.51% of portfolio
49,582
Q2 2025 Added 0.06%
$367B
$1.62 Million 0.51% of portfolio
11,908
Q2 2025 Added 35.29%
$75.1B
$1.58 Million 0.49% of portfolio
8,490
Q2 2025 Added 13.02%
$0
$1.43 Million 0.45% of portfolio
58,069
Q2 2025 Added 11.27%
$59.7B
$1.31 Million 0.41% of portfolio
2,500
Q2 2024 Reduced 1.3%
$157B
$1.26 Million 0.39% of portfolio
3,254
Q2 2025 Reduced 26.15%
$0
$1.14 Million 0.36% of portfolio
8,440
Q2 2025 Added 0.34%
$217B
$1.13 Million 0.35% of portfolio
195
Q2 2025 Reduced 12.16%
$0
$1.11 Million 0.35% of portfolio
13,991
Q2 2025 Added 2.57%
$19B
$1.09 Million 0.34% of portfolio
9,025
Q2 2025 Reduced 15.31%
$7.39B
$1.09 Million 0.34% of portfolio
45,660
Q2 2025 Added 37.78%
$0
$1.05 Million 0.33% of portfolio
1,695
Q2 2025 Added 13.45%
$112B
$982,000 0.31% of portfolio
14,239
Q2 2025 Reduced 11.53%

Summary

  • Portfolio
  • No. of Stocks 145
  • Current Value $319 Million
  • Prior Value $280 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 73 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
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