The Analysis of Mezzasalma Advisors, LLC's Holdings

Currently, Mezzasalma Advisors, LLC holds 160 types of securities in its portfolio with a total value $416.2M. In the most recent quarter, they have increased their positions in NFLX (+71.9K shares, valued at $6.5M), XLK (+25.8K shares, valued at $2.9M), HOOD (+23.1K shares, valued at $2.7M); decreased their positions in PGR (-8.3K shares, valued at $1.8M), TSLA (-2.9K shares, valued at $1.3M), N/A (-3.2K shares, valued at $1.0M); initiated new positions in HOOD (+23.1K shares, valued at $2.7M), VEA (+32.7K shares, valued at $2.1M), SATS (+14.4K shares, valued at $1.6M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

TSLA TESLA INC66.9K shares-4.16%2025-12-312026-01-21

ALPHABET INC ALPHABET INC86.6K shares-3.58%2025-12-312026-01-21

NVDA NVIDIA CORPORATION134.8K shares0.19%2025-12-312026-01-21

AAPL APPLE INC93.8K shares7.64%2025-12-312026-01-21

META META PLATFORMS INC36.2K shares-1.49%2025-12-312026-01-21

AMZN AMAZON COM INC65.7K shares10.76%2025-12-312026-01-21

ARISTA NETWORKS INC ARISTA NETWORKS INC107.4K shares3.66%2025-12-312026-01-21

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL28.2K shares3.39%2025-12-312026-01-21

Sponsored

V VISA INC35.8K shares1.27%2025-12-312026-01-21

MSFT MICROSOFT CORP22.3K shares0.86%2025-12-312026-01-21

SCHW SCHWAB CHARLES CORP85.9K shares1.76%2025-12-312026-01-21

EME EMCOR GROUP INC12.6K shares3.70%2025-12-312026-01-21

RCL ROYAL CARIBBEAN GROUP26.3K shares1.94%2025-12-312026-01-21

BE BLOOM ENERGY CORP75.3K shares45.53%2025-12-312026-01-21

NFLX NETFLIX INC79.3K shares967.88%2025-12-312026-01-21

IWY ISHARES TR29.6K shares46.59%2025-12-312026-01-21

Sponsored

LLY ELI LILLY & CO4.7K shares-11.89%2025-12-312026-01-21

TIP ISHARES TR46.4K shares106.03%2025-12-312026-01-21

ALL ALLSTATE CORP23.9K shares58.60%2025-12-312026-01-21

XLK SELECT SECTOR SPDR TR42.8K shares152.71%2025-12-312026-01-21

VRT VERTIV HOLDINGS CO25.9K shares4.48%2025-12-312026-01-21

COST COSTCO WHSL CORP NEW5.3K shares5.33%2025-12-312026-01-21

CRS CARPENTER TECHNOLOGY CORP13.2K shares7.08%2025-12-312026-01-21

VUG VANGUARD INDEX FDS18.0K shares108.05%2025-12-312026-01-21

Sponsored

XOM EXXON MOBIL CORP34.8K shares8.74%2025-12-312026-01-21

VONG VANGUARD SCOTTSDALE FDS41.6K shares15.14%2025-12-312026-01-21

JPST J P MORGAN EXCHANGE TRADED F80.6K shares70.86%2025-12-312026-01-21

TDG TRANSDIGM GROUP INC2.8K shares8.37%2025-12-312026-01-21

FNDB SCHWAB STRATEGIC TR149.8K shares2.52%2025-12-312026-01-21

IVV ISHARES TR5.1K shares14.33%2025-12-312026-01-21

TSM TAIWAN SEMICONDUCTOR MFG LTD10.7K shares13.00%2025-12-312026-01-21

SMH VANECK ETF TRUST15.2K shares67.89%2025-12-312026-01-21

Sponsored

OEF ISHARES TR19.4K shares118.49%2025-12-312026-01-21

PLTR PALANTIR TECHNOLOGIES INC19.3K shares42.79%2025-12-312026-01-21

EXEL EXELIXIS INC71.7K shares12.20%2025-12-312026-01-21

SLV ISHARES SILVER TR47.2K shares-2.97%2025-12-312026-01-21

TRGP TARGA RES CORP16.3K shares-10.06%2025-12-312026-01-21

CRWD CROWDSTRIKE HLDGS INC6.5K shares-2.94%2025-12-312026-01-21

GBIL GOLDMAN SACHS ETF TR28.9K shares0.77%2025-12-312026-01-21

VANGUARD INDEX FDS VANGUARD INDEX FDS4.3K shares-22.83%2025-12-312026-01-21

Sponsored

HOOD ROBINHOOD MKTS INC23.1K sharesnew addition2025-12-312026-01-21

XLU SELECT SECTOR SPDR TR58.7K shares407.15%2025-12-312026-01-21

HWM HOWMET AEROSPACE INC11.9K shares22.68%2025-12-312026-01-21

BSV VANGUARD BD INDEX FDS27.6K shares-23.20%2025-12-312026-01-21

VEA VANGUARD TAX-MANAGED FDS32.7K sharesnew addition2025-12-312026-01-21

INVESCO QQQ TR INVESCO QQQ TR3.3K shares-1.24%2025-12-312026-01-21

FNDX SCHWAB STRATEGIC TR79.1K shares19.81%2025-12-312026-01-21

PFXF VANECK ETF TRUST110.6K shares840.60%2025-12-312026-01-21

Sponsored

REGN REGENERON PHARMACEUTICALS2.5K shares0.00%2025-12-312026-01-21

COKE COCA COLA CONS INC12.5K shares29.52%2025-12-312026-01-21

GLD SPDR GOLD TR4.7K shares-19.12%2025-12-312026-01-21

SATS ECHOSTAR CORP14.4K sharesnew addition2025-12-312026-01-21

FIX COMFORT SYS USA INC1.6K shares55.86%2025-12-312026-01-21

SPY SPDR S&P 500 ETF TR1.9K shares11.47%2025-12-312026-01-21

ALPS ETF TR ALPS ETF TR26.2K shares36.72%2025-12-312026-01-21

XLV SELECT SECTOR SPDR TR7.9K shares0.34%2025-12-312026-01-21

Sponsored

GDX VANECK ETF TRUST14.0K shares-3.99%2025-12-312026-01-21

VCSH VANGUARD SCOTTSDALE FDS14.1K shares1.39%2025-12-312026-01-21

ALPHABET INC ALPHABET INC3.4K shares-2.29%2025-12-312026-01-21

PEG PUBLIC SVC ENTERPRISE GRP IN12.3K shares-1.53%2025-12-312026-01-21

AS AMER SPORTS INC26.4K sharesnew addition2025-12-312026-01-21

PFF ISHARES TR29.8K shares88.37%2025-12-312026-01-21

EFA ISHARES TR9.6K shares4.22%2025-12-312026-01-21

GPC GENUINE PARTS CO7.4K shares-5.52%2025-12-312026-01-21

Sponsored

IWD ISHARES TR4.3K shares0.00%2025-12-312026-01-21

ADBE ADOBE INC2.7K shares-12.86%2025-12-312026-01-21

VBR VANGUARD INDEX FDS4.2K shares0.81%2025-12-312026-01-21

BKNG BOOKING HOLDINGS INC168 shares-2.89%2025-12-312026-01-21

NVS NOVARTIS AG6.4K shares5.38%2025-12-312026-01-21

BCV BANCROFT FD LTD39.4K shares1.35%2025-12-312026-01-21

MINT PIMCO ETF TR8.6K shares295.39%2025-12-312026-01-21

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP2.4K shares0.80%2025-12-312026-01-21

Sponsored

HEI HEICO CORP NEW2.4K shares0.00%2025-12-312026-01-21

SCHD SCHWAB STRATEGIC TR26.5K shares-52.04%2025-12-312026-01-21

IEO ISHARES TR7.9K shares-12.46%2025-12-312026-01-21

KLAC KLA CORP560 shares-2.61%2025-12-312026-01-21

EBAY EBAY INC.7.9K shares-0.48%2025-12-312026-01-21

SHY ISHARES TR8.3K shares7.43%2025-12-312026-01-21

XT ISHARES TR9.7K shares0.00%2025-12-312026-01-21

SUPER MICRO COMPUTER INC SUPER MICRO COMPUTER INC22.0K shares-11.37%2025-12-312026-01-21

Sponsored

ANGL VANECK ETF TRUST22.9K sharesnew addition2025-12-312026-01-21

ADI ANALOG DEVICES INC2.4K shares7.38%2025-12-312026-01-21

ORCL ORACLE CORP3.3K shares-1.12%2025-12-312026-01-21

INFL LISTED FDS TR14.4K shares0.20%2025-12-312026-01-21

BAC BANK AMERICA CORP11.2K shares2.23%2025-12-312026-01-21

RTX RTX CORPORATION3.3K shares0.96%2025-12-312026-01-21

BK BANK NEW YORK MELLON CORP5.2K shares-0.17%2025-12-312026-01-21

SNY SANOFI SA12.4K shares4.35%2025-12-312026-01-21

Sponsored

FVD FIRST TR EXCHANGE-TRADED FD12.9K shares0.61%2025-12-312026-01-21

EMNT PIMCO ETF TR5.8K shares68.95%2025-12-312026-01-21

UNILEVER PLC UNILEVER PLC8.7K sharesnew addition2025-12-312026-01-21

LGI LAZARD GLOBAL TOTAL RETURN &32.4K shares1.94%2025-12-312026-01-21

WFC WELLS FARGO CO NEW5.8K shares1.87%2025-12-312026-01-21

AMAT APPLIED MATLS INC2.1K shares0.00%2025-12-312026-01-21

VTI VANGUARD INDEX FDS1.6K shares10.05%2025-12-312026-01-21

LMT LOCKHEED MARTIN CORP1.1K shares4.47%2025-12-312026-01-21

Sponsored

OMC OMNICOM GROUP INC6.4K shares5.90%2025-12-312026-01-21

AWP ABRDN GLOBAL PREMIER PPTYS F134.8K shares2.30%2025-12-312026-01-21

CSQ CALAMOS STRATEGIC TOTAL RETU26.7K shares1.00%2025-12-312026-01-21

GS GOLDMAN SACHS GROUP INC554 shares0.00%2025-12-312026-01-21

UTF COHEN & STEERS INFRASTRUCTUR20.6K shares37.71%2025-12-312026-01-21

DVY ISHARES TR3.5K shares0.86%2025-12-312026-01-21

XLG INVESCO EXCHANGE TRADED FD T8.4K shares0.00%2025-12-312026-01-21

JPM JPMORGAN CHASE & CO.1.5K shares0.00%2025-12-312026-01-21

Sponsored

IJK ISHARES TR4.9K shares0.00%2025-12-312026-01-21

USA LIBERTY ALL STAR EQUITY FD76.8K shares1.51%2025-12-312026-01-21

RQI COHEN & STEERS QUALITY INCOM41.4K shares19.57%2025-12-312026-01-21

VGT VANGUARD WORLD FD625 shares0.00%2025-12-312026-01-21

ADX ADAMS DIVERSIFIED EQUITY FD20.3K shares1.72%2025-12-312026-01-21

PFFA ETFIS SER TR I20.9K sharesnew addition2025-12-312026-01-21

IGE ISHARES TR8.8K shares0.71%2025-12-312026-01-21

IDV ISHARES TR10.7K shares1.43%2025-12-312026-01-21

Sponsored

BDJ BLACKROCK ENHANCED EQUITY DI45.0K shares2.64%2025-12-312026-01-21

SUB ISHARES TR4.0K shares0.61%2025-12-312026-01-21

RVT ROYCE SMALL CAP TRUST INC24.9K shares-1.07%2025-12-312026-01-21

TAIL CAMBRIA ETF TR34.0K shares1.02%2025-12-312026-01-21

BTZ BLACKROCK CR ALLOCATION INCO35.9K shares2.31%2025-12-312026-01-21

VYM VANGUARD WHITEHALL FDS2.6K shares0.00%2025-12-312026-01-21

LQD ISHARES TR3.4K shares0.00%2025-12-312026-01-21

IJJ ISHARES TR2.7K shares0.00%2025-12-312026-01-21

Sponsored

KO COCA COLA CO5.0K shares-0.24%2025-12-312026-01-21

PM PHILIP MORRIS INTL INC2.1K shares0.00%2025-12-312026-01-21

IWO ISHARES TR1.0K shares0.00%2025-12-312026-01-21

PGR PROGRESSIVE CORP1.6K shares-84.26%2025-12-312026-01-21

HD HOME DEPOT INC947 shares-2.57%2025-12-312026-01-21

STPZ PIMCO ETF TR5.8K sharesnew addition2025-12-312026-01-21

AMZA ETFIS SER TR I7.7K sharesnew addition2025-12-312026-01-21

PDT HANCOCK JOHN PREM DIVID FD23.9K shares1.92%2025-12-312026-01-21

Sponsored

HTD HANCOCK JOHN TAX-ADVANTAGED12.5K shares1.94%2025-12-312026-01-21

XLB SELECT SECTOR SPDR TR6.3K shares100.54%2025-12-312026-01-21

PG PROCTER AND GAMBLE CO2.0K shares-5.07%2025-12-312026-01-21

IYZ ISHARES TR8.5K shares0.34%2025-12-312026-01-21

WIA WESTERN ASST INFLTN LKD INM33.6K shares1.59%2025-12-312026-01-21

AIVL WISDOMTREE TR2.4K shares0.43%2025-12-312026-01-21

FLOT ISHARES TR5.3K shares0.00%2025-12-312026-01-21

FAX ABRDN ASIA PACIFIC INCOME FU17.7K shares1.87%2025-12-312026-01-21

Sponsored

PPT PUTNAM PREMIER INCOME TR73.1K shares1.85%2025-12-312026-01-21

SPGI S&P GLOBAL INC502 shares-4.74%2025-12-312026-01-21

PEP PEPSICO INC1.8K shares-10.06%2025-12-312026-01-21

CSCO CISCO SYS INC3.2K shares0.00%2025-12-312026-01-21

WPP WPP PLC NEW10.3K shares-0.08%2025-12-312026-01-21

MO ALTRIA GROUP INC4.1K shares3.64%2025-12-312026-01-21

BBN BLACKROCK TAX MUNICPAL BD TR14.3K shares1.31%2025-12-312026-01-21

AIVI WISDOMTREE TR4.5K shares1.06%2025-12-312026-01-21

Sponsored

KOMP SPDR SERIES TRUST3.8K shares0.00%2025-12-312026-01-21

SPOT SPOTIFY TECHNOLOGY S A400 shares0.00%2025-12-312026-01-21

PDI PIMCO DYNAMIC INCOME FD12.8K shares-79.61%2025-12-312026-01-21

JNJ JOHNSON & JOHNSON1.1K shares-8.86%2025-12-312026-01-21

KIM KIMCO RLTY CORP11.2K shares0.00%2025-12-312026-01-21

XLY SELECT SECTOR SPDR TR1.9K shares100.00%2025-12-312026-01-21

NANR SPDR INDEX SHS FDS3.2K shares0.00%2025-12-312026-01-21

VPU VANGUARD WORLD FD1.1K shares0.79%2025-12-312026-01-21

Sponsored

AXP AMERICAN EXPRESS CO572 sharesnew addition2025-12-312026-01-21

NEA NUVEEN AMT FREE QLTY MUN INC18.2K shares2.24%2025-12-312026-01-21

VOX VANGUARD WORLD FD1.1K shares0.38%2025-12-312026-01-21

TY TRI CONTL CORP6.2K shares-0.68%2025-12-312026-01-21

NURE NUSHARES ETF TR7.2K shares0.00%2025-12-312026-01-21

PIM PUTNAM MASTER INTER INCOME T53.6K shares-4.34%2025-12-312026-01-21

BGR BLACKROCK ENERGY & RES TR11.4K shares0.96%2025-12-312026-01-21

WIW WESTERN AST INFL LKD OPP & I11.6K shares2.15%2025-12-312026-01-21

Sponsored

Call Option Holdings

YBTC Call CallROUNDHILL ETF TRUST116.3K sharesnew addition2025-12-312026-01-21

Put Option Holdings

No put option holdings data available