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Size ($ in 1000's)
At 03/31/2024: $211,445
At 12/31/2023: $183,410
Mezzasalma Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Mezzasalma Advisors LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Mezzasalma Advisors LLC top holdings by largest position size, as per the latest 13f filing made by Mezzasalma Advisors LLC.
In the Mezzasalma Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Mezzasalma Advisors LLC in that top holding, then the share count change between reporting periods, and finally the Mezzasalma Advisors LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| META PLATFORMS INC |
38,569 |
+154 |
$18,728 | | META | 38,569 | +154 | $18,728 | | TESLA INC |
98,459 |
-3,949 |
$17,308 | | TSLA | 98,459 | -3,949 | $17,308 | | APPLE INC |
85,321 |
-565 |
$14,631 | | AAPL | 85,321 | -565 | $14,631 | | ALPHABET INC |
89,684 |
-1,364 |
$13,536 | | GOOGL | 89,684 | -1,364 | $13,536 | | NVIDIA CORPORATION |
13,013 |
+2,267 |
$11,758 | | NVDA | 13,013 | +2,267 | $11,758 |  BERKSHIRE HATHAWAY INC DEL |
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$10,573 | | BRK.B | 25,142 | +1,817 | $10,573 | | MICROSOFT CORP |
23,756 |
+268 |
$9,995 | | MSFT | 23,756 | +268 | $9,995 | | AMAZON COM INC |
53,452 |
+3,842 |
$9,642 | | AMZN | 53,452 | +3,842 | $9,642 | | VISA INC |
28,920 |
+1,917 |
$8,071 | | V | 28,920 | +1,917 | $8,071 | | ARISTA NETWORKS INC |
20,236 |
+1,361 |
$5,868 | | ANET | 20,236 | +1,361 | $5,868 | | SCHWAB CHARLES CORP |
74,974 |
+6,865 |
$5,424 | | SCHW | 74,974 | +6,865 | $5,424 | | ELI LILLY & CO |
6,243 |
+3,275 |
$4,857 | | LLY | 6,243 | +3,275 | $4,857 | | NETFLIX INC |
6,861 |
+90 |
$4,167 | | NFLX | 6,861 | +90 | $4,167 | | BUILDERS FIRSTSOURCE INC |
19,892 |
+4,725 |
$4,148 | | BLDR | 19,892 | +4,725 | $4,148 | | ADOBE INC |
6,860 |
-1,843 |
$3,462 | | ADBE | 6,860 | -1,843 | $3,462 | | ISHARES TR (IWY) |
15,644 |
+3,030 |
$3,052 | | IWY | 15,644 | +3,030 | $3,052 | | SUPER MICRO COMPUTER INC |
2,527 |
+2,527 |
$2,552 | | SMCI | 2,527 | +2,527 | $2,552 | | SELECT SECTOR SPDR TR (XLK) |
11,901 |
+7,313 |
$2,479 | | XLK | 11,901 | +7,313 | $2,479 | | REGENERON PHARMACEUTICALS |
2,533 |
+33 |
$2,438 | | REGN | 2,533 | +33 | $2,438 | | INVESCO QQQ TR |
5,097 |
-1,138 |
$2,263 | | QQQ | 5,097 | -1,138 | $2,263 | | CVS HEALTH CORP |
25,783 |
+22,514 |
$2,056 | | CVS | 25,783 | +22,514 | $2,056 | | GENUINE PARTS CO |
12,035 |
+10,019 |
$1,865 | | GPC | 12,035 | +10,019 | $1,865 | | TOLL BROTHERS INC |
14,349 |
+10,643 |
$1,856 | | TOL | 14,349 | +10,643 | $1,856 | | SCHWAB STRATEGIC TR |
27,506 |
+21,839 |
$1,823 | | FNDB | 27,506 | +21,839 | $1,823 | | EXXON MOBIL CORP |
14,988 |
-3,707 |
$1,742 | | XOM | 14,988 | -3,707 | $1,742 | | AIRBNB INC |
10,260 |
-12,630 |
$1,692 | | ABNB | 10,260 | -12,630 | $1,692 | | TRANSDIGM GROUP INC |
1,290 |
+1,013 |
$1,589 | | TDG | 1,290 | +1,013 | $1,589 | | VANGUARD SCOTTSDALE FDS (VONG) |
18,031 |
+14,237 |
$1,563 | | VONG | 18,031 | +14,237 | $1,563 | | OCCIDENTAL PETE CORP |
23,962 |
-10,919 |
$1,557 | | OXY | 23,962 | -10,919 | $1,557 | | NOVO NORDISK A S |
11,900 |
+11,900 |
$1,528 | | NVO | 11,900 | +11,900 | $1,528 | | TOPBUILD CORP |
3,383 |
+3,383 |
$1,491 | | BLD | 3,383 | +3,383 | $1,491 | | CROWDSTRIKE HLDGS INC |
4,529 |
+1,469 |
$1,452 | | CRWD | 4,529 | +1,469 | $1,452 | | ROYAL CARIBBEAN GROUP |
10,380 |
+10,380 |
$1,443 | | RCL | 10,380 | +10,380 | $1,443 | | BOOKING HOLDINGS INC |
389 |
+299 |
$1,411 | | BKNG | 389 | +299 | $1,411 | | LAMB WESTON HLDGS INC |
12,972 |
-6,103 |
$1,382 | | LW | 12,972 | -6,103 | $1,382 | | COSTCO WHSL CORP NEW |
1,869 |
+930 |
$1,369 | | COST | 1,869 | +930 | $1,369 | | LOWES COS INC |
5,260 |
-2,188 |
$1,340 | | LOW | 5,260 | -2,188 | $1,340 | | TARGA RES CORP |
11,395 |
+8,797 |
$1,276 | | TRGP | 11,395 | +8,797 | $1,276 | | DARDEN RESTAURANTS INC |
7,112 |
-4,591 |
$1,189 | | DRI | 7,112 | -4,591 | $1,189 | | ZSCALER INC |
5,795 |
-3,150 |
$1,116 | | ZS | 5,795 | -3,150 | $1,116 | | VANECK ETF TRUST (SMH) |
4,792 |
+4,792 |
$1,078 | | SMH | 4,792 | +4,792 | $1,078 | | HEICO CORP NEW |
5,166 |
-1,759 |
$987 | | HEI | 5,166 | -1,759 | $987 | | SELECT SECTOR SPDR TR (XLY) |
5,325 |
-927 |
$979 | | XLY | 5,325 | -927 | $979 | | ISHARES TR (IEO) |
8,728 |
+70 |
$934 | | IEO | 8,728 | +70 | $934 | | KLA CORP |
1,280 |
+910 |
$894 | | KLAC | 1,280 | +910 | $894 | | SELECT SECTOR SPDR TR (XLV) |
6,027 |
-2,460 |
$890 | | XLV | 6,027 | -2,460 | $890 | | S&P GLOBAL INC |
1,930 |
-765 |
$821 | | SPGI | 1,930 | -765 | $821 | | PINTEREST INC |
21,980 |
-10,770 |
$762 | | PINS | 21,980 | -10,770 | $762 | | SOCIEDAD QUIMICA Y MINERA DE |
14,632 |
-6,867 |
$719 | | SQM | 14,632 | -6,867 | $719 | | SCHWAB STRATEGIC TR |
8,392 |
-231 |
$677 | | SCHD | 8,392 | -231 | $677 |
See Full List: All Stocks Held By Mezzasalma Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Mezzasalma Advisors LLC
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