Mezzasalma Advisors, LLC Purchases in Q4 2024

Mezzasalma Advisors, LLC

  • $297 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VRT
Vertiv Holdings CO

Industrials
3.95K
+ 24.56%
N/A
20K $1.73M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
2.73K
New
$121.89 - $135.52 $332K - $370K
2.73K $340K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
13.5K
New
$23.17 - $26.26 $312K - $353K
13.5K $323K
XLK
Technology Sector Spdr

ETFs
960
+ 6.62%
$220.26 - $241.44 $211K - $232K
15.5K $3.6M
PLTR
Palantir Technologies Inc.

Technology
4.23K
New
$36.46 - $82.38 $154K - $348K
4.23K $319K
PGR
Progressive Corp

Financial Services
1.66K
+ 27.28%
$239.6 - $268.88 $398K - $447K
7.75K $1.86M
OEF
Ishares S&P 100 ETF

ETFs
1.15K
+ 21.2%
N/A
6.56K $1.75M
JPM
Jpmorgan Chase & CO

Financial Services
1.28K
New
$205.18 - $250.29 $262K - $320K
1.28K $306K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.01K
New
$278.19 - $315.36 $280K - $318K
1.01K $290K
PDT
John Hancock Premium Dividend Fund

Financial Services
22.2K
New
$12.01 - $13.54 $266K - $300K
22.2K $282K
PDI
Pimco Dynamic Income Fund

Financial Services
15.1K
New
$18.33 - $20.85 $277K - $315K
15.1K $276K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
12.3K
New
$21.41 - $23.64 $263K - $291K
12.3K $270K
KIM
Kimco Realty Corp

Real Estate
11.2K
New
$22.75 - $25.78 $255K - $289K
11.2K $262K
XLB
Select Sector Spdr Fd Material

ETFs
3.12K
New
$83.8 - $97.58 $262K - $305K
3.12K $262K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
420
+ 19.24%
$521.84 - $558.82 $219K - $235K
2.6K $1.4M
WIA
Western Asset Inflation Linked Income Fund

Financial Services
31.3K
New
$7.97 - $8.54 $250K - $267K
31.3K $250K
PPT
Putnam Premier Income Trust

Financial Services
70.1K
New
$3.49 - $3.73 $245K - $261K
70.1K $249K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
2.32K
New
$106.1 - $114.66 $246K - $266K
2.32K $247K
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
14.9K
New
$15.84 - $17.86 $236K - $266K
14.9K $240K
FNDX
Schwab Fundamental U S Large C

ETFs
34.6K
+ 282.9%
$23.49 - $71.77 $813K - $2.48M
46.8K $1.11M
NURE
Nuveen Short Term Reit ETF

ETFs
7.2K
New
$31.13 - $34.56 $224K - $249K
7.2K $228K
IYZ
Ishares Tr Us Telecommunicatio

ETFs
8.41K
New
$25.22 - $28.15 $212K - $237K
8.41K $225K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
900
+ 3.36%
$442.29 - $483.08 $398K - $435K
27.7K $12.5M
FLNC
Fluence Energy, Inc.

Utilities
13.9K
New
$15.0 - $23.5 $209K - $327K
13.9K $221K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2.09K
New
$100.22 - $100.73 $210K - $211K
2.09K $210K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
18.5K
New
$11.1 - $12.03 $205K - $222K
18.5K $208K
PCEF
Invesco Cef Income Composite E

ETFs
10.8K
New
$19.05 - $19.86 $206K - $215K
10.8K $207K
TY
Tri Continental Corp

Financial Services
6.49K
New
$31.01 - $34.67 $201K - $225K
6.49K $205K
PIM
Putnam Master Intermediate Income Trust

Financial Services
59.1K
New
$3.21 - $3.42 $190K - $202K
59.1K $192K
QQQ
Invesco Qqq Trust, Series 1

ETFs
200
+ 6.61%
$481.22 - $538.17 $96.2K - $108K
3.23K $1.65M
PG
Procter & Gamble CO

Consumer Defensive
1.01K
+ 60.0%
$161.05 - $179.7 $162K - $181K
2.69K $450K
WFC
Wells Fargo & Company

Financial Services
1.25K
+ 27.29%
$54.98 - $77.35 $68.5K - $96.3K
5.81K $407K
BGR
Black Rock Energy & Resources Trust

Financial Services
11K
New
$12.51 - $13.79 $137K - $151K
11K $138K
BAC
Bank Of America Corp

Financial Services
2.12K
+ 23.77%
$39.22 - $47.77 $83.2K - $101K
11K $485K
GD
General Dynamics Corp

Industrials
711
+ 44.38%
$260.28 - $314.03 $185K - $223K
2.31K $609K
BK
Bank Of New York Mellon Corp

Financial Services
1.08K
+ 24.13%
$70.82 - $81.87 $76.6K - $88.5K
5.56K $427K
ORCL
Oracle Corp

Technology
686
+ 23.43%
$165.41 - $192.43 $113K - $132K
3.61K $602K
WPP
Wpp PLC

Communication Services
1.93K
+ 36.55%
$49.35 - $56.55 $95.4K - $109K
7.23K $371K
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
10.6K
New
$8.21 - $8.88 $87.2K - $94.4K
10.6K $87K
EBAY
Ebay Inc

Consumer Cyclical
1.67K
+ 22.88%
$57.51 - $67.17 $96K - $112K
8.96K $555K
KO
Coca Cola CO

Consumer Defensive
1.97K
+ 41.22%
$61.74 - $71.71 $122K - $141K
6.76K $420K
PEP
Pepsico Inc

Consumer Defensive
747
+ 32.48%
$151.29 - $176.1 $113K - $132K
3.05K $463K
NVS
Novartis Ag

Healthcare
1.66K
+ 31.6%
$96.78 - $117.18 $160K - $194K
6.9K $671K
RTX
Raytheon Technologies Corp

Industrials
710
+ 26.59%
$114.45 - $127.21 $81.3K - $90.3K
3.38K $391K
IVV
Ishares Core S&P 500 ETF

ETFs
48
+ 1.67%
$570.51 - $610.59 $27.4K - $29.3K
2.93K $1.72M
OMC
Omnicom Group Inc.

Communication Services
1.39K
+ 36.78%
$85.82 - $105.47 $120K - $147K
5.18K $445K
LMT
Lockheed Martin Corp

Industrials
251
+ 34.15%
$479.66 - $614.62 $120K - $154K
986 $479K
SPGI
S&P Global Inc.

Financial Services
105
+ 24.88%
$480.36 - $529.17 $50.4K - $55.6K
527 $262K
AXP
American Express CO

Financial Services
24
+ 2.48%
$267.35 - $305.57 $6.42K - $7.33K
990 $293K
Activity Summary
Buys All Purchases 112 New Holdings 66 Increased Positions 46 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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