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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$108B
$842,000 0.3% of portfolio
2,925
Q1 2025 Reduced 1.68%
$0
$835,000 0.3% of portfolio
1,494
Q1 2025 Reduced 14.92%
$0
$807,000 0.29% of portfolio
4,333
Q4 2024 New
$0
$807,000 0.29% of portfolio
4,352
Q1 2025 Added 2.38%
$0
$785,000 0.28% of portfolio
9,605
Q4 2024 New
$250B
$759,000 0.27% of portfolio
6,817
Q1 2025 Reduced 1.22%
$271B
$742,000 0.26% of portfolio
8,802
Q1 2025 Added 108.09%
$0
$701,000 0.25% of portfolio
40,289
Q1 2025 Reduced 1.27%
$158B
$686,000 0.24% of portfolio
11,524
Q1 2025 Reduced 1.13%
$121B
$685,000 0.24% of portfolio
12,365
Q1 2025 Reduced 2.53%
$0
$673,000 0.24% of portfolio
14,781
Q4 2024 New
$16.3B
$650,000 0.23% of portfolio
2,435
Q2 2024 Reduced 52.86%
$4.1B
$651,000 0.23% of portfolio
33,139
Q1 2025 Added 113.24%
$77.2B
$643,000 0.23% of portfolio
2,362
Q1 2025 Added 2.12%
$0
$610,000 0.22% of portfolio
7,383
Q1 2025 New
$0
$626,000 0.22% of portfolio
14,060
Q1 2025 Reduced 0.89%
$0
$599,000 0.21% of portfolio
14,741
Q1 2025 Added 61.99%
$0
$549,000 0.2% of portfolio
4,140
Q1 2025 Added 0.61%
$0
$560,000 0.2% of portfolio
9,731
Q4 2024 New
$1.08T
$546,000 0.19% of portfolio
3,497
Q3 2024 Added 2.25%
$0
$527,000 0.19% of portfolio
4,744
Q1 2025 Reduced 0.82%
$0
$511,000 0.18% of portfolio
131,814
Q1 2025 Added 2.01%
$0
$514,000 0.18% of portfolio
16,729
Q1 2025 Reduced 2.64%
$0
$501,000 0.18% of portfolio
18,196
Q1 2025 Reduced 5.67%
$301B
$477,000 0.17% of portfolio
6,663
Q1 2025 Reduced 1.38%
$0
$472,000 0.17% of portfolio
72,192
Q1 2025 Added 4.79%
$561B
$486,000 0.17% of portfolio
3,478
Q1 2025 Reduced 3.76%
$0
$488,000 0.17% of portfolio
31,681
Q1 2025 Reduced 1.15%
$127B
$475,000 0.17% of portfolio
699
Q1 2025 Reduced 16.29%
$72.6B
$446,000 0.16% of portfolio
5,322
Q1 2025 Reduced 4.3%
$0
$441,000 0.16% of portfolio
4,184
Q1 2025 Added 0.29%
$355B
$455,000 0.16% of portfolio
10,921
Q1 2025 Reduced 1.1%
$14.1B
$442,000 0.16% of portfolio
5,339
Q1 2025 Added 3.07%
$376B
$458,000 0.16% of portfolio
2,688
Q4 2024 Added 60.0%
$126B
$437,000 0.16% of portfolio
980
Q1 2025 Reduced 0.61%
$218B
$444,000 0.16% of portfolio
3,352
Q1 2025 Reduced 0.83%
$275B
$412,000 0.15% of portfolio
5,743
Q1 2025 Reduced 1.1%
$0
$407,000 0.15% of portfolio
4,903
Q4 2024 New
$0
$427,000 0.15% of portfolio
26,398
Q1 2025 Reduced 1.55%
$0
$407,000 0.15% of portfolio
1,490
Q4 2024 New
$117B
$412,000 0.15% of portfolio
2,044
Q1 2025 Added 14.51%
$0
$383,000 0.14% of portfolio
44,598
Q1 2025 Added 1.75%
$2.46B
$401,000 0.14% of portfolio
21,127
Q1 2025 Added 1.93%
$0
$387,000 0.14% of portfolio
8,411
Q4 2024 New
$178B
$383,000 0.14% of portfolio
2,561
Q1 2025 Reduced 15.95%
$0
$396,000 0.14% of portfolio
31,589
Q1 2025 Added 1.64%
$0
$398,000 0.14% of portfolio
8,836
Q1 2025 Added 0.53%
$0
$367,000 0.13% of portfolio
3,386
Q4 2024 New
$0
$375,000 0.13% of portfolio
35,063
Q1 2025 Added 2.35%

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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