Mezzasalma Advisors, LLC Purchases in Q4 2025

Mezzasalma Advisors, LLC

  • $410 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
25.8K
+ 152.71%
$278.39 - $304.13 $7.19M - $7.86M
42.8K $12.3M
VUG
Vanguard Growth ETF

ETFs
9.37K
+ 108.05%
$470.44 - $504.26 $4.41M - $4.72M
18K $8.72M
XLU
Utilities Sector Spdr

ETFs
47.1K
+ 407.15%
$87.89 - $92.9 $4.14M - $4.38M
58.7K $5.21M
BE
Bloom Energy Corp

Industrials
23.6K
+ 45.53%
$86.06 - $142.37 $2.03M - $3.36M
75.3K $8.43M
AAPL
Apple Inc.

Technology
6.66K
+ 7.64%
$245.27 - $275.25 $1.63M - $1.83M
93.8K $25.1M
HOOD
Robinhood Markets, Inc.

Technology
23.1K
New
$121.53 - $152.46 $2.8M - $3.52M
23.1K $2.83M
OEF
Ishares S&P 100 ETF

ETFs
10.5K
+ 118.49%
N/A
19.4K $5.16M
IWY
Ishares Tr Russell 200 Growth

ETFs
9.42K
+ 46.59%
$268.43 - $288.26 $2.53M - $2.72M
29.6K $8.18M
TIP
Ishares Tr Tips Bd ETF

ETFs
23.9K
+ 106.03%
$110.58 - $112.2 $2.64M - $2.68M
46.4K $5.14M
AMZN
Amazon Com Inc

Consumer Cyclical
6.38K
+ 10.76%
$213.04 - $254.0 $1.36M - $1.62M
65.7K $15.4M
VEA
Vanguard Ftse Developed Market

ETFs
32.7K
New
$59.18 - $62.09 $1.94M - $2.03M
32.7K $2.01M
ALL
Allstate Corp

Financial Services
8.84K
+ 58.6%
$190.0 - $214.3 $1.68M - $1.89M
23.9K $5.13M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
98.9K
+ 840.6%
$17.44 - $18.04 $1.72M - $1.78M
111K $1.94M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
33.4K
+ 70.86%
$50.57 - $50.77 $1.69M - $1.7M
80.6K $4.08M
CRS
Carpenter Technology Corp

Industrials
870
+ 7.08%
$238.12 - $332.01 $207K - $289K
13.2K $4.35M
SATS
Echo Star Corp

Technology
14.4K
New
$67.4 - $79.5 $973K - $1.15M
14.4K $972K
PLTR
Palantir Technologies Inc.

Technology
5.8K
+ 42.79%
$172.14 - $207.18 $998K - $1.2M
19.3K $3.37M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
2.85K
+ 29.52%
$118.79 - $161.47 $339K - $461K
12.5K $2M
VONG
Vanguard Russell 1000 Growth E

ETFs
5.47K
+ 15.14%
$118.2 - $126.51 $647K - $692K
41.6K $5.04M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
22.9K
New
$29.21 - $29.73 $669K - $681K
22.9K $668K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
6.41K
+ 295.39%
$100.33 - $100.69 $643K - $645K
8.58K $861K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
923
+ 3.39%
$475.68 - $513.11 $439K - $474K
28.2K $14.3M
FIX
Comfort Systems Usa Inc

Industrials
558
+ 55.86%
$790.72 - $1010.64 $441K - $564K
1.56K $1.42M
HWM
Howmet Aerospace Inc.

Industrials
2.2K
+ 22.68%
$184.09 - $209.74 $404K - $461K
11.9K $2.42M
XOM
Exxon Mobil Corp

Energy
2.8K
+ 8.74%
$110.64 - $119.78 $309K - $335K
34.8K $4.09M
IVV
Ishares Core S&P 500 ETF

ETFs
645
+ 14.33%
$656.2 - $690.71 $423K - $446K
5.15K $3.47M
PFFA
Etfis Ser Tr I

ETFs
20.9K
New
$21.31 - $21.96 $445K - $458K
20.9K $449K
PFF
Ishares Trust Ishares Pfd And

ETFs
14K
+ 88.37%
$30.84 - $31.79 $431K - $444K
29.8K $919K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.23K
+ 13.0%
$280.66 - $305.09 $344K - $374K
10.7K $3M
FNDX
Schwab Fundamental U S Large C

ETFs
13.1K
+ 19.81%
$25.68 - $26.95 $336K - $353K
79.1K $2.1M
TDG
Trans Digm Group Inc

Industrials
220
+ 8.37%
$1237.71 - $1359.3 $272K - $299K
2.85K $3.82M
EXEL
Exelixis, Inc.

Healthcare
7.8K
+ 12.2%
$34.54 - $43.59 $270K - $340K
71.7K $2.99M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
7.04K
+ 36.72%
$44.68 - $47.47 $314K - $334K
26.2K $1.23M
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
5.77K
New
$53.84 - $54.32 $311K - $314K
5.77K $311K
AMZA
Etfis Ser Tr I

ETFs
7.65K
New
$38.02 - $40.29 $291K - $308K
7.65K $308K
XLB
Select Sector Spdr Fd Material

ETFs
3.17K
+ 100.54%
$84.72 - $89.9 $269K - $285K
6.33K $548K
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
2.37K
+ 68.95%
$98.54 - $98.88 $233K - $234K
5.8K $571K
XLY
Select Sector Spdr Consumer Di

ETFs
928
+ 100.0%
$228.75 - $242.18 $212K - $225K
1.86K $428K
AXP
American Express CO

Financial Services
572
New
$316.26 - $372.77 $181K - $213K
572 $195K
COST
Costco Wholesale Corp

Consumer Defensive
268
+ 5.33%
$910.94 - $954.99 $244K - $256K
5.29K $4.83M
SPY
Spdr S&P 500 ETF Trust

ETFs
200
+ 11.47%
$653.02 - $687.39 $131K - $137K
1.94K $1.29M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
5.65K
+ 37.71%
$23.57 - $24.85 $133K - $140K
20.6K $497K
FNDB
Schwab Fundamental U S Broad M

ETFs
3.68K
+ 2.52%
$25.06 - $26.31 $92.2K - $96.8K
150K $3.88M
XLV
Select Sector Spdr Fund Health

ETFs
27
+ 0.34%
$141.95 - $152.82 $3.83K - $4.13K
7.9K $1.2M
VRT
Vertiv Holdings CO

Industrials
1.11K
+ 4.48%
N/A
25.9K $2.25M
SNY
Sanofi

Healthcare
516
+ 4.35%
$48.09 - $52.34 $24.8K - $27K
12.4K $641K
NVS
Novartis Ag

Healthcare
325
+ 5.38%
$121.8 - $132.39 $39.6K - $43K
6.36K $836K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
6.77K
+ 19.57%
$11.81 - $12.5 $79.9K - $84.6K
41.4K $488K
EFA
Ishares Tr Msci Eafe ETF

ETFs
388
+ 4.22%
$92.24 - $96.56 $35.8K - $37.5K
9.58K $912K
Activity Summary
Buys All Purchases 102 New Holdings 10 Increased Positions 92 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 1 Puts 0
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