Mezzasalma Advisors, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
MA Mezzasalma Advisors, LLC | Institutional Filer | ▼ 5.97% | $391.4M | 155 |
Current Portfolio Holdings
Showing all 155 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | TSLA | Tesla, Inc. | Consumer Cyclical | 67K | $25.0M | 6.39% |
| 2 | GOOGL | Alphabet Inc. | Technology | 85K | $24.6M | 6.28% |
| 3 | AAPL | Apple Inc. | Technology | 95K | $24.2M | 6.19% |
| 4 | NVDA | NVIDIA Corporation | Technology | 135K | $23.5M | 6.00% |
| 5 | META | Meta Platforms, Inc. | Technology | 37K | $21.0M | 5.36% |
| 6 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 68K | $14.2M | 3.62% |
| 7 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 29K | $14.1M | 3.61% |
| 8 | ANET | Arista Networks, Inc. | Technology | 109K | $13.4M | 3.43% |
| 9 | V | Visa Inc. | Financial Services | 37K | $11.2M | 2.87% |
| 10 | BE | Bloom Energy Corporation | Industrials | 80K | $10.9M | 2.78% |
| 11 | EME | EMCOR Group, Inc. | Industrials | 13K | $9.6M | 2.45% |
| 12 | MSFT | Microsoft Corporation | Technology | 23K | $8.7M | 2.21% |
| 13 | SCHW | The Charles Schwab Corporation | Financial Services | 89K | $8.3M | 2.13% |
| 14 | NFLX | Netflix, Inc. | Communication Services | 83K | $8.0M | 2.04% |
| 15 | RCL | Royal Caribbean Cruises Ltd. | Consumer Cyclical | 27K | $7.4M | 1.90% |
Showing 1 to 15 of 155 holdings