Mezzasalma Advisors, LLC Purchases in Q3 2025

Mezzasalma Advisors, LLC

  • $371 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
29
+ 0.03%
$202.38 - $256.87 $5.87K - $7.45K
87.1K $22.2M
BE
Bloom Energy Corp

Industrials
6.11K
+ 13.37%
$22.13 - $86.27 $135K - $527K
51.8K $4.38M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
35.9K
New
$78.11 - $79.07 $2.81M - $2.84M
35.9K $2.83M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
47.2K
New
$50.47 - $50.74 $2.38M - $2.39M
47.2K $2.39M
TIP
Ishares Tr Tips Bd ETF

ETFs
17.7K
+ 370.47%
$109.11 - $111.88 $1.94M - $1.98M
22.5K $2.51M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.14K
+ 61.19%
$567.77 - $614.76 $1.21M - $1.31M
5.63K $3.45M
EME
Emcor Group, Inc.

Industrials
114
+ 0.95%
$530.88 - $655.83 $60.5K - $74.8K
12.1K $7.87M
GLD
Spdr Gold Trust

ETFs
2.87K
+ 97.69%
$300.96 - $355.47 $864K - $1.02M
5.81K $2.07M
PEG
Public Service Enterprise Group Inc

Utilities
12.5K
New
$79.99 - $90.14 $996K - $1.12M
12.5K $1.04M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
37K
+ 203.69%
$26.38 - $27.95 $977K - $1.04M
55.2K $1.51M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
8.17K
New
$108.46 - $120.63 $886K - $985K
8.17K $970K
PDI
Pimco Dynamic Income Fund

Financial Services
46.6K
+ 287.94%
$18.85 - $20.07 $878K - $935K
62.7K $1.24M
PLTR
Palantir Technologies Inc.

Technology
1.64K
+ 13.78%
$130.68 - $186.97 $214K - $307K
13.5K $2.47M
JEPI
J P Morgan Exchange Traded Fd

ETFs
11.9K
New
$55.61 - $57.37 $663K - $684K
11.9K $680K
MSFT
Microsoft Corp

Technology
446
+ 2.06%
$491.09 - $535.64 $219K - $239K
22.1K $11.5M
XLK
Technology Sector Spdr

ETFs
557
+ 3.4%
$250.97 - $282.66 $140K - $157K
16.9K $4.77M
IWY
Ishares Tr Russell 200 Growth

ETFs
314
+ 1.58%
$243.93 - $275.62 $76.6K - $86.5K
20.2K $5.53M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
441
+ 4.91%
$224.68 - $282.71 $99.1K - $125K
9.43K $2.63M
VUG
Vanguard Growth ETF

ETFs
457
+ 5.57%
$433.97 - $484.08 $198K - $221K
8.67K $4.16M
ALL
Allstate Corp

Financial Services
1.54K
+ 11.33%
$192.0 - $214.65 $295K - $329K
15.1K $3.24M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
8
+ 0.03%
$459.11 - $506.91 $3.67K - $4.06K
27.2K $13.7M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
51
+ 0.57%
$275.84 - $326.36 $14.1K - $16.6K
9.03K $2.95M
IVV
Ishares Core S&P 500 ETF

ETFs
337
+ 8.1%
$620.67 - $670.08 $209K - $226K
4.5K $3.01M
VONG
Vanguard Russell 1000 Growth E

ETFs
126
+ 0.35%
$108.08 - $121.73 $13.6K - $15.3K
36.2K $4.36M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
450
+ 1.78%
$301.44 - $365.84 $136K - $165K
25.8K $8.34M
FIX
Comfort Systems Usa Inc

Industrials
115
+ 13.01%
$521.66 - $825.18 $60K - $94.9K
999 $824K
XOM
Exxon Mobil Corp

Energy
1.75K
+ 5.79%
$105.83 - $117.22 $185K - $205K
32K $3.61M
LRGE
Legg Mason ETF Invt Tr Clearbr

ETFs
4.02K
New
$77.99 - $84.32 $314K - $339K
4.02K $335K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
7.05K
New
$45.07 - $47.56 $318K - $335K
7.05K $324K
HWM
Howmet Aerospace Inc.

Industrials
1.2K
+ 14.11%
$171.0 - $196.23 $205K - $235K
9.69K $1.9M
FNDX
Schwab Fundamental U S Large C

ETFs
7.99K
+ 13.76%
$24.38 - $26.34 $195K - $210K
66.1K $1.74M
FNDB
Schwab Fundamental U S Broad M

ETFs
1.45K
+ 1.0%
$23.83 - $25.77 $34.5K - $37.3K
146K $3.76M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
2.05K
+ 26.89%
$109.55 - $124.15 $224K - $254K
9.66K $1.13M
BCIM
Aberdeen Std Invts Etfs
11.2K
New
$20.28 - $23.14 $227K - $259K
11.2K $242K
JNJ
Johnson & Johnson

Healthcare
1.2K
New
$155.17 - $185.42 $186K - $222K
1.2K $221K
TY
Tri Continental Corp

Financial Services
6.29K
New
$31.7 - $34.11 $199K - $215K
6.29K $213K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
11.8K
New
$17.13 - $17.98 $201K - $211K
11.8K $208K
NANR
Spdr Index Shs Fds S&P North A

ETFs
3.18K
New
$56.69 - $65.0 $180K - $207K
3.18K $205K
VOX
Vanguard Communication Service

ETFs
1.07K
New
$169.0 - $192.17 $180K - $205K
1.07K $200K
QQQ
Invesco Qqq Trust, Series 1

ETFs
17
+ 0.52%
$546.99 - $602.2 $9.3K - $10.2K
3.31K $1.99M
HD
Home Depot, Inc.

Consumer Cyclical
317
+ 48.4%
$357.4 - $423.42 $113K - $134K
972 $393K
EXEL
Exelixis, Inc.

Healthcare
7.47K
+ 13.23%
$36.22 - $46.25 $271K - $345K
63.9K $2.64M
OEF
Ishares S&P 100 ETF

ETFs
500
+ 5.96%
N/A
8.89K $2.36M
GD
General Dynamics Corp

Industrials
23
+ 0.97%
$293.92 - $341.0 $6.76K - $7.84K
2.38K $812K
VRT
Vertiv Holdings CO

Industrials
1.39K
+ 5.93%
N/A
24.8K $2.15M
AMZN
Amazon Com Inc

Consumer Cyclical
476
+ 0.81%
$211.65 - $238.24 $101K - $113K
59.3K $13M
SPY
Spdr S&P 500 ETF Trust

ETFs
49
+ 2.89%
$617.65 - $666.84 $30.3K - $32.7K
1.74K $1.16M
COST
Costco Wholesale Corp

Consumer Defensive
435
+ 9.48%
$915.95 - $994.57 $398K - $433K
5.03K $4.65M
OMC
Omnicom Group Inc.

Communication Services
492
+ 8.83%
$70.41 - $81.53 $34.6K - $40.1K
6.07K $494K
Activity Summary
Buys All Purchases 92 New Holdings 15 Increased Positions 77 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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