Mezzasalma Advisors, LLC Incresed Positions in Q4 2024

Mezzasalma Advisors, LLC

  • $297 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
5.98K
+ 7.27%
$221.69 - $259.02 $1.32M - $1.55M
88.2K $22.1M
AMZN
Amazon Com Inc

Consumer Cyclical
545
+ 0.93%
$180.88 - $232.93 $98.6K - $127K
59.3K $13M
V
Visa Inc.

Financial Services
957
+ 2.77%
$273.87 - $320.91 $262K - $307K
35.5K $11.2M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.82K
+ 7.93%
$173.13 - $258.09 $315K - $470K
24.8K $5.72M
VUG
Vanguard Growth ETF

ETFs
3.81K
+ 145.66%
$378.79 - $428.11 $1.44M - $1.63M
6.42K $2.63M
NFLX
Netflix Inc

Communication Services
31
+ 0.42%
$687.65 - $936.56 $21.3K - $29K
7.46K $6.65M
SCHW
Schwab Charles Corp

Financial Services
890
+ 1.07%
$63.31 - $82.85 $56.3K - $73.7K
84.4K $6.25M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.86K
+ 81.59%
$172.07 - $207.36 $492K - $593K
6.36K $1.26M
CRWD
Crowd Strike Holdings, Inc.

Technology
182
+ 2.56%
$275.15 - $388.2 $50.1K - $70.7K
7.3K $2.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
755
+ 75.42%
$567.81 - $607.81 $429K - $459K
1.76K $1.03M
COST
Costco Wholesale Corp

Consumer Defensive
329
+ 8.68%
$873.59 - $994.69 $287K - $327K
4.12K $3.78M
VRT
Vertiv Holdings CO

Industrials
3.95K
+ 24.56%
N/A
20K $1.73M
XLK
Technology Sector Spdr

ETFs
960
+ 6.62%
$220.26 - $241.44 $211K - $232K
15.5K $3.6M
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
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
420
+ 19.24%
$521.84 - $558.82 $219K - $235K
2.6K $1.4M
FNDX
Schwab Fundamental U S Large C

ETFs
34.6K
+ 282.9%
$23.49 - $71.77 $813K - $2.48M
46.8K $1.11M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
900
+ 3.36%
$442.29 - $483.08 $398K - $435K
27.7K $12.5M
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
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
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
SNY
Sanofi

Healthcare
2.45K
+ 23.96%
$45.89 - $57.31 $113K - $141K
12.7K $611K
UL
Unilever PLC

Consumer Defensive
1.67K
+ 16.68%
$56.7 - $64.64 $94.5K - $108K
11.7K $660K
HD
Home Depot, Inc.

Consumer Cyclical
25
+ 3.97%
$385.02 - $431.37 $9.63K - $10.8K
655 $254K
LOW
Lowes Companies Inc

Consumer Cyclical
52
+ 5.22%
$244.52 - $284.07 $12.7K - $14.8K
1.05K $258K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
12.8K
+ 196.94%
$26.93 - $84.95 $345K - $1.09M
19.3K $526K
AMAT
Applied Materials Inc

Technology
60
+ 3.0%
$161.44 - $213.89 $9.69K - $12.8K
2.06K $335K
FNDB
Schwab Fundamental U S Broad M

ETFs
93.2K
+ 191.1%
$23.07 - $70.32 $2.15M - $6.56M
142K $3.3M
XOM
Exxon Mobil Corp

Energy
602
+ 2.22%
$105.51 - $125.37 $63.5K - $75.5K
27.7K $2.98M
TDG
Trans Digm Group Inc

Industrials
51
+ 2.06%
$1239.0 - $1442.53 $63.2K - $73.6K
2.53K $3.21M
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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