Mezzasalma Advisors, LLC Purchases in Q1 2025

Mezzasalma Advisors, LLC

  • $280 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EXEL
Exelixis, Inc.

Healthcare
50.7K
New
$32.38 - $39.16 $1.64M - $1.98M
50.7K $1.87M
CRS
Carpenter Technology Corp

Industrials
10.3K
New
$172.39 - $212.53 $1.77M - $2.19M
10.3K $1.86M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
4.59K
+ 27.82%
$132.75 - $177.12 $610K - $814K
21.1K $3.22M
ALL
Allstate Corp

Financial Services
2.99K
+ 36.84%
$180.99 - $210.18 $541K - $629K
11.1K $2.3M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
7.38K
New
$81.83 - $82.73 $604K - $611K
7.38K $610K
IVV
Ishares Core S&P 500 ETF

ETFs
1.22K
+ 41.68%
$554.06 - $615.85 $675K - $751K
4.14K $2.33M
PGR
Progressive Corp

Financial Services
799
+ 10.31%
$235.61 - $291.22 $188K - $233K
8.55K $2.42M
TRGP
Targa Resources Corp.

Energy
333
+ 1.71%
$178.44 - $217.22 $59.4K - $72.3K
19.8K $3.97M
XOM
Exxon Mobil Corp

Energy
1.42K
+ 5.13%
$105.44 - $118.93 $150K - $169K
29.1K $3.46M
COST
Costco Wholesale Corp

Consumer Defensive
335
+ 8.13%
$890.62 - $1076.86 $298K - $361K
4.46K $4.21M
HWM
Howmet Aerospace Inc.

Industrials
2.33K
+ 45.08%
$110.79 - $139.39 $259K - $325K
7.51K $974K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
885
+ 34.0%
$507.05 - $563.67 $449K - $499K
3.49K $1.79M
TDG
Trans Digm Group Inc

Industrials
69
+ 2.73%
$1251.32 - $1394.11 $86.3K - $96.2K
2.6K $3.6M
SCHW
Schwab Charles Corp

Financial Services
78
+ 0.09%
$71.24 - $83.64 $5.56K - $6.52K
84.5K $6.62M
SLV
I Shares Silver Trust

ETFs
4.2K
+ 9.26%
$26.93 - $31.32 $113K - $132K
49.6K $1.54M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
217
+ 48.33%
$1227.6 - $1458.46 $266K - $316K
666 $899K
BE
Bloom Energy Corp

Industrials
17.6K
+ 113.24%
$19.66 - $29.81 $346K - $525K
33.1K $651K
INFL
Listed Fds Tr Horizon Kinetics

ETFs
5.64K
+ 61.99%
$38.54 - $41.5 $217K - $234K
14.7K $599K
OEF
Ishares S&P 100 ETF

ETFs
912
+ 13.89%
N/A
7.48K $1.99M
FIX
Comfort Systems Usa Inc

Industrials
716
New
$313.26 - $550.27 $224K - $394K
716 $230K
DUK
Duke Energy Corp

Utilities
1.88K
New
$105.87 - $121.97 $199K - $229K
1.88K $229K
JNJ
Johnson & Johnson

Healthcare
1.35K
New
$142.06 - $167.7 $191K - $226K
1.35K $223K
MMM
3 M CO

Industrials
1.41K
New
$129.7 - $155.12 $183K - $219K
1.41K $206K
VPU
Vanguard Utilities ETF

ETFs
1.18K
New
$161.24 - $173.33 $190K - $205K
1.18K $199K
VRT
Vertiv Holdings CO

Industrials
2.23K
+ 11.17%
N/A
22.2K $1.93M
FNDX
Schwab Fundamental U S Large C

ETFs
5.36K
+ 11.43%
$23.03 - $25.01 $123K - $134K
52.2K $1.22M
XLV
Select Sector Spdr Fund Health

ETFs
229
+ 2.8%
$137.61 - $149.68 $31.5K - $34.3K
8.41K $1.22M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
327
+ 1.86%
$48.65 - $53.06 $15.9K - $17.4K
17.9K $930K
VUG
Vanguard Growth ETF

ETFs
891
+ 13.88%
$369.1 - $427.61 $329K - $381K
7.31K $2.71M
VGT
Vanguard Information Technolog

ETFs
166
+ 36.01%
$542.38 - $646.34 $90K - $107K
627 $340K
MO
Altria Group, Inc.

Consumer Defensive
82
+ 1.44%
$50.81 - $60.02 $4.17K - $4.92K
5.79K $347K
GBIL
Goldman Sachs Access Treasury

ETFs
388
+ 1.31%
$99.85 - $100.19 $38.7K - $38.9K
30.1K $3.02M
IDV
Ishares Tr

ETFs
58
+ 0.57%
$27.0 - $31.7 $1.57K - $1.84K
10.3K $320K
GD
General Dynamics Corp

Industrials
49
+ 2.12%
$241.94 - $272.58 $11.9K - $13.4K
2.36K $643K
PDI
Pimco Dynamic Income Fund

Financial Services
524
+ 3.47%
$18.51 - $20.05 $9.7K - $10.5K
15.6K $309K
ADI
Analog Devices Inc

Technology
259
+ 14.51%
$201.56 - $243.82 $52.2K - $63.1K
2.04K $412K
JPM
Jpmorgan Chase & CO

Financial Services
93
+ 7.28%
$225.19 - $279.95 $20.9K - $26K
1.37K $336K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
137
+ 1.02%
$23.43 - $25.55 $3.21K - $3.5K
13.6K $347K
IGE
Ishares Tr North Amern Nat Res

ETFs
47
+ 0.53%
$42.6 - $46.27 $2K - $2.17K
8.84K $398K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
765
+ 1.75%
$8.29 - $8.97 $6.34K - $6.86K
44.6K $383K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
94
+ 0.69%
$77.7 - $78.94 $7.3K - $7.42K
13.6K $1.08M
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
805
+ 2.35%
$10.47 - $10.92 $8.43K - $8.79K
35.1K $375K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
509
+ 1.64%
$12.04 - $13.32 $6.13K - $6.78K
31.6K $396K
WIA
Western Asset Inflation Linked Income Fund

Financial Services
581
+ 1.86%
$7.95 - $8.39 $4.62K - $4.87K
31.9K $266K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.29K
+ 20.26%
$165.25 - $224.62 $213K - $290K
7.65K $1.27M
PDT
John Hancock Premium Dividend Fund

Financial Services
426
+ 1.92%
$12.43 - $13.08 $5.3K - $5.57K
22.6K $295K
AWP
Aberdeen Global Premier Properties Fund

Financial Services
2.59K
+ 2.01%
$3.75 - $4.08 $9.72K - $10.6K
132K $511K
BGR
Black Rock Energy & Resources Trust

Financial Services
103
+ 0.94%
$12.77 - $13.89 $1.32K - $1.43K
11.1K $150K
PPT
Putnam Premier Income Trust

Financial Services
2.04K
+ 2.91%
$3.54 - $3.65 $7.21K - $7.44K
72.1K $260K
Activity Summary
Buys All Purchases 76 New Holdings 8 Increased Positions 68 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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