Sponsored
The Analysis of Mezzasalma Advisors, LLC's Holdings & P&L
Currently, Mezzasalma Advisors, LLC holds 155 types of securities in its portfolio with a total value $391.4M. In the most recent quarter, they have increased their positions in N/A (+10.1K shares, valued at $2.8M), MU (+7.1K shares, valued at $2.4M), KRMN (+23.0K shares, valued at $1.8M); decreased their positions in TIP (-41.7K shares, valued at $4.6M), LLY (-2.8K shares, valued at $2.6M), EXEL (-48.0K shares, valued at $2.1M); initiated new positions in N/A (+10.1K shares, valued at $2.8M), MU (+7.1K shares, valued at $2.4M), KRMN (+23.0K shares, valued at $1.8M).
1M P&L
+23.0M+6.12%
3M P&L
-7.8M-1.91%
HY P&L
+13.7M+3.56%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1N/A71.3M
21.9%
2Semiconductors30.6M
9.4%
3Auto Manufacturers25.0M
7.7%
Top Industries by Stock Count
1N/A74 stocks
52.1%
2Aerospace & Defense7 stocks
4.9%
3Semiconductors4 stocks
2.8%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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ABRDN GLOBAL PREMIER PPTYS F ABRDN GLOBAL PREMIER PPTYS F46.6K sharesnew addition2026-03-312026-04-17
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
TSLA
0.53%TESLA INC
Shares67.3K
Event2026-03-31
Filed2026-04-17
ALPHABET INC
-1.40%ALPHABET INC
Shares85.4K
Event2026-03-31
Filed2026-04-17
AAPL
1.75%APPLE INC
Shares95.4K
Event2026-03-31
Filed2026-04-17
NVDA
-0.08%NVIDIA CORPORATION
Shares134.7K
Event2026-03-31
Filed2026-04-17
META
1.32%META PLATFORMS INC
Shares36.7K
Event2026-03-31
Filed2026-04-17
AMZN
3.43%AMAZON COM INC
Shares68.0K
Event2026-03-31
Filed2026-04-17
BERKSHIRE HATHAWAY INC DEL
4.68%BERKSHIRE HATHAWAY INC DEL
Shares29.5K
Event2026-03-31
Filed2026-04-17
ARISTA NETWORKS INC
1.86%ARISTA NETWORKS INC
Shares109.4K
Event2026-03-31
Filed2026-04-17
V
3.86%VISA INC
Shares37.1K
Event2026-03-31
Filed2026-04-17
BE
6.75%BLOOM ENERGY CORP
Shares80.4K
Event2026-03-31
Filed2026-04-17
EME
3.14%EMCOR GROUP INC
Shares13.0K
Event2026-03-31
Filed2026-04-17
MSFT
4.84%MICROSOFT CORP
Shares23.4K
Event2026-03-31
Filed2026-04-17
SCHW
3.05%SCHWAB CHARLES CORP
Shares88.6K
Event2026-03-31
Filed2026-04-17
NFLX
4.92%NETFLIX INC.
Shares83.2K
Event2026-03-31
Filed2026-04-17
RCL
2.67%ROYAL CARIBBEAN GROUP
Shares27.0K
Event2026-03-31
Filed2026-04-17
VRT
4.68%VERTIV HOLDINGS CO
Shares27.2K
Event2026-03-31
Filed2026-04-17
XOM
8.26%EXXON MOBIL CORP
Shares37.7K
Event2026-03-31
Filed2026-04-17
COST
10.52%COSTCO WHOLESALE CORPORATION
Shares5.9K
Event2026-03-31
Filed2026-04-17
CRS
7.41%CARPENTER TECHNOLOGY CORP
Shares14.1K
Event2026-03-31
Filed2026-04-17
IWY
2.95%ISHARES TR
Shares30.5K
Event2026-03-31
Filed2026-04-17
XLK
1.31%SELECT SECTOR SPDR TR
Shares43.3K
Event2026-03-31
Filed2026-04-17
VUG
9.81%VANGUARD INDEX FDS
Shares19.8K
Event2026-03-31
Filed2026-04-17
IVV
18.87%ISHARES TR
Shares6.1K
Event2026-03-31
Filed2026-04-17
TRGP
-3.33%TARGA RES CORP
Shares15.7K
Event2026-03-31
Filed2026-04-17
TSM
8.58%TAIWAN SEMICONDUCTOR MANUFAC
Shares11.6K
Event2026-03-31
Filed2026-04-17
FNDB
-3.80%SCHWAB STRATEGIC TR
Shares144.1K
Event2026-03-31
Filed2026-04-17
VONG
-2.34%VANGUARD SCOTTSDALE FDS
Shares40.6K
Event2026-03-31
Filed2026-04-17
TDG
6.53%TRANSDIGM GROUP INC
Shares3.0K
Event2026-03-31
Filed2026-04-17
SMH
4.31%VANECK ETF TRUST
Shares15.8K
Event2026-03-31
Filed2026-04-17
PLTR
17.51%PALANTIR TECHNOLOGIES INC
Shares22.7K
Event2026-03-31
Filed2026-04-17
OEF
7.58%ISHARES TR
Shares20.9K
Event2026-03-31
Filed2026-04-17
HWM
14.77%HOWMET AEROSPACE INC
Shares13.6K
Event2026-03-31
Filed2026-04-17
VANGUARD INDEX FDS
19.93%VANGUARD INDEX FDS
Shares5.2K
Event2026-03-31
Filed2026-04-17
GBIL
-0.77%GOLDMAN SACHS ETF TR
Shares28.6K
Event2026-03-31
Filed2026-04-17
COKE
19.21%COCA COLA CONS INC
Shares14.9K
Event2026-03-31
Filed2026-04-17
CELESTICA INC
NewCELESTICA INC
Shares10.1K
Event2026-03-31
Filed2026-04-17
SLV
-14.55%ISHARES SILVER TR
Shares40.3K
Event2026-03-31
Filed2026-04-17
FIX
27.04%COMFORT SYS USA INC
Shares2.0K
Event2026-03-31
Filed2026-04-17
AS
176.86%AMER SPORTS INC
Shares73.0K
Event2026-03-31
Filed2026-04-17
MU
NewMICRON TECHNOLOGY INC
Shares7.1K
Event2026-03-31
Filed2026-04-17
SATS
36.43%ECHOSTAR CORP
Shares19.7K
Event2026-03-31
Filed2026-04-17
FNDX
5.82%SCHWAB STRATEGIC TR
Shares83.8K
Event2026-03-31
Filed2026-04-17
REGN
0.00%REGENERON PHARMACEUTICALS
Shares2.5K
Event2026-03-31
Filed2026-04-17
INVESCO QQQ TR
-0.89%INVESCO QQQ TR
Shares3.2K
Event2026-03-31
Filed2026-04-17
KRMN
NewKARMAN HLDGS INC
Shares23.0K
Event2026-03-31
Filed2026-04-17
ESLT
NewELBIT SYS LTD
Shares2.1K
Event2026-03-31
Filed2026-04-17
LLY
-60.19%ELI LILLY & CO
Shares1.9K
Event2026-03-31
Filed2026-04-17
ALPS ETF TR
0.85%ALPS ETF TR
Shares26.4K
Event2026-03-31
Filed2026-04-17
GDX
-1.00%VANECK ETF TRUST
Shares13.8K
Event2026-03-31
Filed2026-04-17
SPY
0.15%STATE STR SPDR S&P 500 ETF T
Shares1.9K
Event2026-03-31
Filed2026-04-17
CRWD
-51.54%CROWDSTRIKE HLDGS INC
Shares3.1K
Event2026-03-31
Filed2026-04-17
GLD
-43.35%SPDR GOLD TR
Shares2.7K
Event2026-03-31
Filed2026-04-17
XLV
-1.44%SELECT SECTOR SPDR TR
Shares7.8K
Event2026-03-31
Filed2026-04-17
VCSH
0.65%VANGUARD SCOTTSDALE FDS
Shares14.2K
Event2026-03-31
Filed2026-04-17
NVS
4.67%NOVARTIS AG
Shares6.7K
Event2026-03-31
Filed2026-04-17
EXEL
-66.96%EXELIXIS INC
Shares23.7K
Event2026-03-31
Filed2026-04-17
ALPHABET INC
2.96%ALPHABET INC
Shares3.5K
Event2026-03-31
Filed2026-04-17
PEG
0.00%PUBLIC SVC ENTERPRISE GROUP
Shares12.3K
Event2026-03-31
Filed2026-04-17
INFL
26.59%LISTED FDS TR
Shares18.2K
Event2026-03-31
Filed2026-04-17
EFA
0.00%ISHARES TR
Shares9.6K
Event2026-03-31
Filed2026-04-17
IWD
0.00%ISHARES TR
Shares4.3K
Event2026-03-31
Filed2026-04-17
VBR
0.47%VANGUARD INDEX FDS
Shares4.2K
Event2026-03-31
Filed2026-04-17
MINT
2.75%PIMCO ETF TR
Shares8.8K
Event2026-03-31
Filed2026-04-17
GENERAL DYNAMICS CORP
6.58%GENERAL DYNAMICS CORP
Shares2.6K
Event2026-03-31
Filed2026-04-17
IEO
-12.32%ISHARES TR
Shares7.0K
Event2026-03-31
Filed2026-04-17
BCV
1.34%BANCROFT FD LTD
Shares39.9K
Event2026-03-31
Filed2026-04-17
KLAC
0.00%KLA CORP
Shares560
Event2026-03-31
Filed2026-04-17
ADI
5.87%ANALOG DEVICES INC
Shares2.5K
Event2026-03-31
Filed2026-04-17
GPC
-1.17%GENUINE PARTS CO
Shares7.3K
Event2026-03-31
Filed2026-04-17
EBAY
7.07%EBAY INC.
Shares8.5K
Event2026-03-31
Filed2026-04-17
AMAT
0.00%APPLIED MATLS INC
Shares2.1K
Event2026-03-31
Filed2026-04-17
LMT
7.07%LOCKHEED MARTIN CORP
Shares1.2K
Event2026-03-31
Filed2026-04-17
SHY
0.54%ISHARES TR
Shares8.4K
Event2026-03-31
Filed2026-04-17
BKNG
-2.98%BOOKING HOLDINGS INC
Shares163
Event2026-03-31
Filed2026-04-17
SCHD
-15.94%SCHWAB STRATEGIC TR
Shares22.3K
Event2026-03-31
Filed2026-04-17
RTX
7.18%RTX CORPORATION
Shares3.5K
Event2026-03-31
Filed2026-04-17
BK
9.90%BANK NEW YORK MELLON CORP
Shares5.7K
Event2026-03-31
Filed2026-04-17
HEI
0.00%HEICO CORP NEW
Shares2.4K
Event2026-03-31
Filed2026-04-17
XT
0.00%ISHARES TR
Shares9.7K
Event2026-03-31
Filed2026-04-17
SNY
9.93%SANOFI SA
Shares13.6K
Event2026-03-31
Filed2026-04-17
ANGL
-1.77%VANECK ETF TRUST
Shares22.5K
Event2026-03-31
Filed2026-04-17
FVD
0.48%FIRST TR EXCHANGE-TRADED FD
Shares13.0K
Event2026-03-31
Filed2026-04-17
BAC
9.80%BANK AMERICA CORP
Shares12.3K
Event2026-03-31
Filed2026-04-17
ADBE
-10.81%ADOBE INC
Shares2.4K
Event2026-03-31
Filed2026-04-17
BCI
NewABRDN ETFS
Shares24.1K
Event2026-03-31
Filed2026-04-17
UNILEVER PLC
15.06%UNILEVER PLC
Shares10.0K
Event2026-03-31
Filed2026-04-17
EMNT
-1.74%PIMCO ETF TR
Shares5.7K
Event2026-03-31
Filed2026-04-17
IGE
0.40%ISHARES TR
Shares8.8K
Event2026-03-31
Filed2026-04-17
OMC
13.65%OMNICOM GROUP INC
Shares7.3K
Event2026-03-31
Filed2026-04-17
DVY
0.57%ISHARES TR
Shares3.6K
Event2026-03-31
Filed2026-04-17
UTF
0.91%COHEN & STEERS INFRASTRUCTUR
Shares20.8K
Event2026-03-31
Filed2026-04-17
ORCL
8.62%ORACLE CORP
Shares3.6K
Event2026-03-31
Filed2026-04-17
VTI
0.00%VANGUARD INDEX FDS
Shares1.6K
Event2026-03-31
Filed2026-04-17
LGI
1.02%LAZARD GLOBAL TOTAL RETURN &
Shares32.7K
Event2026-03-31
Filed2026-04-17
TIP
-89.76%ISHARES TR
Shares4.8K
Event2026-03-31
Filed2026-04-17
RQI
3.53%COHEN & STEERS QUALITY INCOM
Shares42.8K
Event2026-03-31
Filed2026-04-17
ABRDN GLOBAL PREMIER PPTYS F
NewABRDN GLOBAL PREMIER PPTYS F
Shares46.6K
Event2026-03-31
Filed2026-04-17
ENERGY TRANSFER L P
NewENERGY TRANSFER L P
Shares44.3K
Event2026-03-31
Filed2026-04-17
WFC
8.71%WELLS FARGO & CO
Shares6.3K
Event2026-03-31
Filed2026-04-17
IJK
0.00%ISHARES TR
Shares4.9K
Event2026-03-31
Filed2026-04-17
SUPER MICRO COMPUTER INC
-1.64%SUPER MICRO COMPUTER INC
Shares21.6K
Event2026-03-31
Filed2026-04-17
GS
0.00%GOLDMAN SACHS GROUP INC
Shares554
Event2026-03-31
Filed2026-04-17
CSQ
1.21%CALAMOS STRATEGIC TOTAL RETU
Shares27.0K
Event2026-03-31
Filed2026-04-17
IDV
0.46%ISHARES TR
Shares10.8K
Event2026-03-31
Filed2026-04-17
XLG
0.00%INVESCO EXCHANGE TRADED FD T
Shares8.4K
Event2026-03-31
Filed2026-04-17
ADX
1.73%ADAMS DIVERSIFIED EQUITY FD
Shares20.7K
Event2026-03-31
Filed2026-04-17
JPM
-1.64%JPMORGAN CHASE & CO
Shares1.5K
Event2026-03-31
Filed2026-04-17
VGT
0.00%VANGUARD WORLD FD
Shares625
Event2026-03-31
Filed2026-04-17
USA
0.11%LIBERTY ALL STAR EQUITY FD
Shares76.9K
Event2026-03-31
Filed2026-04-17
PFF
-53.39%ISHARES TR
Shares13.9K
Event2026-03-31
Filed2026-04-17
RVT
1.67%ROYCE SMALL CAP TRUST INC
Shares25.3K
Event2026-03-31
Filed2026-04-17
TAIL
0.57%CAMBRIA ETF TR
Shares34.1K
Event2026-03-31
Filed2026-04-17
BDJ
1.66%BLACKROCK ENHANCED EQUITY DI
Shares45.8K
Event2026-03-31
Filed2026-04-17
KO
0.00%COCA COLA CO
Shares5.0K
Event2026-03-31
Filed2026-04-17
BTZ
2.44%BLACKROCK CR ALLOCATION
Shares36.8K
Event2026-03-31
Filed2026-04-17
VYM
-3.91%VANGUARD WHITEHALL FDS
Shares2.5K
Event2026-03-31
Filed2026-04-17
LQD
0.00%ISHARES TR
Shares3.4K
Event2026-03-31
Filed2026-04-17
SUB
-14.16%ISHARES TR
Shares3.4K
Event2026-03-31
Filed2026-04-17
IJJ
0.00%ISHARES TR
Shares2.7K
Event2026-03-31
Filed2026-04-17
PM
-0.43%PHILIP MORRIS INTL INC
Shares2.1K
Event2026-03-31
Filed2026-04-17
IYZ
0.21%ISHARES TR
Shares8.5K
Event2026-03-31
Filed2026-04-17
STPZ
6.34%PIMCO ETF TR
Shares6.1K
Event2026-03-31
Filed2026-04-17
PDT
1.89%HANCOCK JOHN PREM DIVID FD
Shares24.3K
Event2026-03-31
Filed2026-04-17
XLB
0.30%SELECT SECTOR SPDR TR
Shares6.3K
Event2026-03-31
Filed2026-04-17
IWO
0.00%ISHARES TR
Shares1.0K
Event2026-03-31
Filed2026-04-17
HTD
1.90%HANCOCK JOHN TAX-ADVANTAGED
Shares12.8K
Event2026-03-31
Filed2026-04-17
HD
0.00%HOME DEPOT INC
Shares947
Event2026-03-31
Filed2026-04-17
PG
-0.59%PROCTER & GAMBLE CO
Shares2.0K
Event2026-03-31
Filed2026-04-17
PEP
0.45%PEPSICO INC
Shares1.8K
Event2026-03-31
Filed2026-04-17
WIA
1.59%WESTERN ASSET INFLT LNK INC
Shares34.2K
Event2026-03-31
Filed2026-04-17
AIVL
0.30%WISDOMTREE TR
Shares2.4K
Event2026-03-31
Filed2026-04-17
NANR
0.00%SPDR INDEX SHS FDS
Shares3.2K
Event2026-03-31
Filed2026-04-17
PPT
1.83%PUTNAM PREMIER INCOME TR
Shares74.4K
Event2026-03-31
Filed2026-04-17
FAX
3.46%ABRDN ASIA PACIFIC INCOME FU
Shares18.3K
Event2026-03-31
Filed2026-04-17
FLOT
-3.31%ISHARES TR
Shares5.1K
Event2026-03-31
Filed2026-04-17
PGR
-15.15%PROGRESSIVE CORP
Shares1.3K
Event2026-03-31
Filed2026-04-17
JNJ
-2.29%JOHNSON & JOHNSON
Shares1.1K
Event2026-03-31
Filed2026-04-17
MPC
NewMARATHON PETE CORP
Shares1.1K
Event2026-03-31
Filed2026-04-17
KIM
0.00%KIMCO REALTY CORP
Shares11.2K
Event2026-03-31
Filed2026-04-17
CSCO
-0.43%CISCO SYS INC
Shares3.2K
Event2026-03-31
Filed2026-04-17
PFXF
-87.27%VANECK ETF TRUST
Shares14.1K
Event2026-03-31
Filed2026-04-17
AIVI
0.09%WISDOMTREE TR
Shares4.5K
Event2026-03-31
Filed2026-04-17
BBN
1.37%BLACKROCK TAX MUNICPAL BD TR
Shares14.5K
Event2026-03-31
Filed2026-04-17
VPU
0.61%VANGUARD WORLD FD
Shares1.2K
Event2026-03-31
Filed2026-04-17
GLW
NewCORNING INC
Shares1.7K
Event2026-03-31
Filed2026-04-17
KOMP
0.00%SPDR SERIES TRUST
Shares3.8K
Event2026-03-31
Filed2026-04-17
WMT
NewWALMART INC
Shares1.7K
Event2026-03-31
Filed2026-04-17
SPGI
0.00%S&P GLOBAL INC
Shares502
Event2026-03-31
Filed2026-04-17
NEA
1.09%NUVEEN AMT FREE QLTY MUN INC
Shares18.4K
Event2026-03-31
Filed2026-04-17
WPP
27.69%WPP PLC NEW
Shares13.2K
Event2026-03-31
Filed2026-04-17
KGC
NewKINROSS GOLD CORP
Shares6.6K
Event2026-03-31
Filed2026-04-17
BGR
0.82%BLACKROCK ENERGY & RES TR
Shares11.5K
Event2026-03-31
Filed2026-04-17
PDI
-10.41%PIMCO DYNAMIC INCOME FD
Shares11.5K
Event2026-03-31
Filed2026-04-17
PIM
2.01%PUTNAM MASTER INTER INCOME T
Shares54.7K
Event2026-03-31
Filed2026-04-17
WIW
2.20%WESTERN AST INFL LKD OPP & I
Shares11.8K
Event2026-03-31
Filed2026-04-17
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available