MA

Mezzasalma Advisors, LLC

13F
Mezzasalma Advisors, LLC
Last update 2025-04-19 147 Stocks (8 new)
Value $289.00 Mil Turnover 4 %
Countries:
Top Holdings: META(7.53%)AAPL(6.70%)TSLA(6.34%)NVDA(5.14%)BRK.B(5.02%)
Summary Stock Picks Current Portfolio
Mezzasalma Advisors, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
META 		Meta Platforms Inc
37,811
21,792.6
-2.50%
7.530
-0.18%
0.000
-12.52%
+10.07%
1,618,925.0
Interactive Media
AAPL 		Apple Inc
87,329
19,398.4
-0.99%
6.700
-0.07%
0.000
-13.44%
-15.36%
3,158,180.4
Hardware
TSLA 		Tesla Inc
70,826
18,355.3
-2.86%
6.340
-0.27%
0.000
-3.66%
-15.11%
1,104,208.2
Vehicles & Parts
NVDA 		NVIDIA Corp
137,125
14,861.6
-1.06%
5.140
-0.06%
0.000
-2.89%
+0.41%
3,288,174.3
Semiconductors
BRK.B 		Berkshire Hathaway Inc
27,262
14,519.2
-1.40%
5.020
-0.06%
0.000
+5.78%
+11.92%
1,093,451.9
Insurance
GOOGL 		Alphabet Inc
90,170
13,943.9
-1.05%
4.820
-0.06%
0.000
-11.38%
-13.29%
1,997,474.8
Interactive Media
V 		Visa Inc
35,120
12,308.2
-1.06%
4.250
-0.04%
0.000
+2.57%
+15.02%
694,048.6
Credit Services
AMZN 		Amazon.com Inc
58,998
11,225.0
-0.58%
3.880
-0.02%
0.000
-10.28%
-6.48%
2,178,157.0
Retail - Cyclical
MSFT 		Microsoft Corp
23,661
8,882.3
-9.09%
3.070
-0.32%
0.000
+11.37%
+7.92%
3,367,908.6
Software
ANET 		Arista Networks Inc
102,352
7,930.2
+1.68%
2.740
+0.05%
0.010
-10.11%
-13.08%
120,656.4
Hardware

Mezzasalma Advisors, LLC's Historical Top Holdings Breakdowns

Mezzasalma Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
TOL 		Toll Brothers Inc2025-03-31Sold Out
-1.02%
●
103.02 ($120.06) 140.69
$106.38
-11.39%
Sold Out
0
-25,220
EXEL 		Exelixis Inc2025-03-31New Buy
+0.65%
●
32.38 ($35.63) 39.16
$46.25
29.81%
New holding
50,654
50,654
CRS 		Carpenter Technology Corp2025-03-31New Buy
+0.64%
●
172.39 ($192.8) 212.53
$230.44
19.52%
New holding
10,282
10,282
MSFT 		Microsoft Corp2025-03-31Reduce
-0.32%
●
375.39 ($407.71) 447.2
$453.13
11.14%
Reduce -9.09%
23,661
-2,365
TSLA 		Tesla Inc2025-03-31Reduce
-0.27%
●
222.15 ($333.26) 428.22
$342.82
2.87%
Reduce -2.86%
70,826
-2,087
IVV 		iShares Core S&P 500 ETF2025-03-31Add
+0.24%
●
554.06 ($590.51) 615.85
$593.18
0.45%
Add 41.68%
4,144
1,219
SFM 		Sprouts Farmers Market Inc2025-03-31Add
+0.24%
●
132.75 ($149.11) 177.12
$161.28
8.16%
Add 27.82%
21,108
4,594
ALL 		Allstate Corp2025-03-31Add
+0.22%
●
180.99 ($194.74) 210.18
$205.27
5.41%
Add 36.84%
11,109
2,991
LLY 		Eli Lilly and Co2025-03-31Reduce
-0.22%
●
725.72 ($832.09) 929.72
$733.29
-11.87%
Reduce -11.08%
7,144
-890
SHY 		iShares 1-3 Year Treasury Bond ETF2025-03-31New Buy
+0.21%
●
81.83 ($82.24) 82.73
$82.42
0.22%
New holding
7,383
7,383

Mezzasalma Advisors, LLC Total Holding History ($B)

To

Mezzasalma Advisors, LLC's Asset Allocation

To

Mezzasalma Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Mezzasalma Advisors, LLC's Hypothetical Growth since 2025-03-31

Mezzasalma Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Mezzasalma Advisors, LLC's Holdings Heat Map

Size field:

Mezzasalma Advisors, LLC's Holdings Bubble Chart

Mezzasalma Advisors, LLC News

  • 1

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