MA

Mezzasalma Advisors, LLC

13F
Mezzasalma Advisors, LLC
Last update 2024-10-17 86 Stocks (11 new)
Value $254.00 Mil Turnover 5 %
Countries:
Top Holdings: META(8.80%)TSLA(7.73%)AAPL(7.55%)NVDA(6.71%)GOOGL(5.99%)
Portfolio Report
Summary Stock Picks Current Portfolio
Mezzasalma Advisors, LLC Top Holdings of 2024-09-30 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
38,978
22312.280
+0.90%
8.800
+0.08%
0.000
+15.78%
+67.05%
1488185.990
Interactive Media
TSLA 		Tesla Inc
74,896
19595.040
+0.43%
7.730
+0.03%
0.000
+61.55%
+29.27%
1031135.364
Vehicles & Parts
AAPL 		Apple Inc
82,229
19159.340
+0.26%
7.550
+0.02%
0.000
+6.64%
+18.46%
3430687.188
Hardware
NVDA 		NVIDIA Corp
140,115
17015.570
+0.86%
6.710
+0.06%
0.000
+40.65%
+198.17%
3621363.900
Semiconductors
GOOGL 		Alphabet Inc
91,556
15184.600
+1.46%
5.990
+0.09%
0.000
+10.22%
+27.99%
2191538.690
Interactive Media
BRK.B 		Berkshire Hathaway Inc
26,750
12311.960
+3.55%
4.850
+0.17%
0.000
+7.39%
+29.93%
999724.216
Insurance
MSFT 		Microsoft Corp
26,184
11266.880
+1.62%
4.440
+0.07%
0.000
+5.12%
+12.98%
3141534.523
Software
AMZN 		Amazon.com Inc
58,799
10956.020
+2.56%
4.320
+0.11%
0.000
+25.56%
+37.01%
2189014.992
Retail - Cyclical
V 		Visa Inc
34,538
9496.220
+2.97%
3.740
+0.11%
0.000
+18.73%
+18.93%
597786.897
Credit Services
ANET 		Arista Networks Inc
24,710
9484.190
+1.44%
3.740
+0.05%
0.010
+19.72%
+70.04%
126117.676
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
SMCI 		Super Micro Computer Inc2024-09-30Sold Out
-1.53%
●
38.65 ($60.86) 91
$24.52
-59.71%
Sold Out
0
-43,430
IVV 		iShares Core S&P 500 ETF2024-09-30New Buy
+0.65%
●
520.18 ($556.01) 576.82
$601.13
8.11%
New holding
2,877
2,877
VOO 		Vanguard S&P 500 ETF2024-09-30New Buy
+0.45%
●
496.64 ($516.09) 527.7
$549.95
6.56%
New holding
2,183
2,183
VRT 		Vertiv Holdings Co2024-09-30Add
+0.28%
●
67.22 ($82.9) 100.74
$125.75
51.69%
Add 78.22%
16,063
7,050
VUG 		Vanguard Growth ETF2024-09-30Add
+0.26%
●
341.08 ($371.89) 391.94
$408.08
9.73%
Add 177.98%
2,613
1,673
RCL 		Royal Caribbean Group2024-09-30Add
+0.24%
●
138.85 ($162.04) 182.81
$225.27
39.02%
Add 17.33%
22,975
3,394
TSM 		Taiwan Semiconductor Manufacturing Co Ltd2024-09-30New Buy
+0.24%
●
147.95 ($170.4) 191.05
$201.20
18.08%
New holding
3,504
3,504
BRK.B 		Berkshire Hathaway Inc2024-09-30Add
+0.17%
●
405.19 ($442.18) 478.57
$463.41
4.80%
Add 3.55%
26,750
918
SCHD 		Schwab US Dividend Equity ETF2024-09-30Add
+0.15%
●
24.99 ($26.56) 28.18
$29.08
9.49%
Add 203.22%
19,488
4,354
PGR 		Progressive Corp2024-09-30Add
+0.14%
●
209.46 ($232.5) 259.24
$261.52
12.48%
Add 28.95%
6,089
1,367

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 2024-09-30

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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