Fund HoldingsMezzasalma Advisors, LLC

Total Portfolio Value
$289.35M
Total Bought
$20.99M
Total Sold
$35.73M
Net Transaction
-$14.75M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
BERKSHIRE HATHAWAY INC DEL27,65027,262-38812,53314,5195.02%+1,986
EXELIXIS INC(EXEL)050,654+50,65401,8700.65%+1,870
CARPENTER TECHNOLOGY CORP(CRS)010,282+10,28201,8630.64%+1,863
SPROUTS FMRS MKT INC(SFM)16,51421,108+4,5942,0983,2221.11%+1,123
VISA INC(V)35,49535,120-37511,21812,3084.25%+1,090
ALLSTATE CORP(ALL)8,11811,109+2,9911,5652,3000.80%+735
ISHARES TR07,383+7,38306110.21%+611
ISHARES TR04,144+4,14402,3290.80%+2,329
PROGRESSIVE CORP(PGR)7,7508,549+7991,8572,4190.84%+562
TARGA RES CORP(TRGP)19,46819,801+3333,4753,9701.37%+494
EXXON MOBIL CORP029,119+29,11903,4631.20%+3,463
COSTCO WHSL CORP NEW(COST)4,1214,456+3353,7764,2141.46%+438
PALANTIR TECHNOLOGIES INC(PLTR)4,2308,802+4,5723207430.26%+423
HOWMET AEROSPACE INC(HWM)5,1787,512+2,3345669750.34%+408
VANGUARD INDEX FDS2,6033,488+8851,4031,7930.62%+390
TRANSDIGM GROUP INC(TDG)02,600+2,60003,5971.24%+3,597
SCHWAB CHARLES CORP(SCHW)84,43984,517+786,2496,6162.29%+367
ISHARES SILVER TR(SLV)45,35049,550+4,2001,1941,5360.53%+341
COCA COLA CONS INC(COKE)449666+2175668990.31%+333
BLOOM ENERGY CORP15,54133,139+17,5983456520.23%+306
LISTED FD TR
HORI KI INFL ETF
9,10014,741+5,6413475990.21%+253
COMFORT SYS USA INC(FIX)0716+71602310.08%+231
DUKE ENERGY CORP NEW(DUK)01,878+1,87802290.08%+229
JOHNSON & JOHNSON(JNJ)01,346+1,34602230.08%+223
NETFLIX INC(NFLX)7,4577,352-1056,6476,8562.37%+209
3M CO(MMM)01,409+1,40902070.07%+207
VANGUARD WORLD FD
UTILITIES ETF
01,181+1,18102020.07%+202
VANECK ETF TRUST
GOLD MINERS ETF
14,78114,78105016790.23%+178
ISHARES TR6,5647,476+9121,8962,0250.70%+129
SCHWAB STRATEGIC TR46,83352,188+5,3551,1091,2320.43%+123
SPDR GOLD TR(GLD)2,9752,925-507208430.29%+122
SELECT SECTOR SPDR TR
ST STR CARE ETF
8,1828,411+2291,1261,2280.42%+103
NOVARTIS AG(NVS)06,817+6,81707600.26%+760
ALPS ETF TR
ALERIAN MLP
17,58617,913+3278479300.32%+83
VANGUARD INDEX FDS6,4197,310+8912,6352,7110.94%+76
SANOFI(SNY)012,365+12,36506860.24%+686
HEICO CORP NEW(HEI)02,435+2,43506510.22%+651
ISHARES TR9,6059,60507267850.27%+59
PHILIP MORRIS INTL INC(PM)01,773+1,77302810.10%+281
COCA COLA CO(KO)06,663+6,66304770.16%+477
VANGUARD WORLD FD
INF TECH ETF
0627+62703400.12%+340
RTX CORPORATION(RTX)03,352+3,35204440.15%+444
ALTRIA GROUP INC(MO)05,792+5,79203480.12%+348
SUPER MICRO COMPUTER INC(SMCI)35,14732,651-2,4961,0711,1180.39%+47
GOLDMAN SACHS ETF TR29,71630,104+3882,9693,0161.04%+47
EBAY INC.(EBAY)08,781+8,78105950.21%+595
ISHARES TR10,20110,259+582793180.11%+39
GENERAL DYNAMICS CORP(GD)2,3132,362+496096440.22%+34
ANALOG DEVICES INC(ADI)1,7852,044+2593794120.14%+33
PIMCO DYNAMIC INCOME FD(PDI)15,10015,624+5242773090.11%+32
JPMORGAN CHASE & CO.(JPM)1,2771,370+933063360.12%+30
ISHARES TR8,7898,836+473764020.14%+26
ISHARES TR09,385+9,38508880.31%+888
UNILEVER PLC(UL)011,524+11,52406860.24%+686
COHEN & STEERS INFRASTRUCTUR(UTF)13,45413,591+1373233470.12%+24
BLACKROCK ENHANCED EQUITY DI(BDJ)43,83344,598+7653633840.13%+21
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
13,54613,640+941,0571,0770.37%+20
BANK NEW YORK MELLON CORP5,5615,322-2394274460.15%+19
BLACKROCK CR ALLOCATION INCO34,25835,063+8053583760.13%+18
ISHARES TR4,7834,744-395105270.18%+17
CROWDSTRIKE HLDGS INC(CRWD)7,2967,129-1672,4962,5140.87%+17
COHEN & STEERS QUALITY INCOM(RQI)31,08031,589+5093803970.14%+16
ISHARES TR4,1154,140+255405560.19%+16
WESTERN ASST INFLTN LKD INM
COM SH BEN INT
31,31431,895+5812512660.09%+16
TAIWAN SEMICONDUCTOR MFG LTD(TSM)6,3637,652+1,2891,2571,2700.44%+14
ISHARES TR4,3334,33308028150.28%+13
HANCOCK JOHN PREM DIVID FD22,15622,582+4262822950.10%+13
ABRDN GLOBAL PREMIER PPTYS F129,221131,814+2,5934995110.18%+13
HANCOCK JOHN TAX-ADVANTAGED(HTD)12,30111,824-4772712830.10%+12
BLACKROCK ENERGY & RES TR10,97311,076+1031381500.05%+12
BLACKROCK TAX MUNICPAL BD TR(BBN)14,91415,104+1902402520.09%+12
PUTNAM PREMIER INCOME TR70,09572,133+2,0382502600.09%+11
SELECT SECTOR SPDR TR
ST STR MATER ETF
3,1233,180+572632730.09%+11
WISDOMTREE TR(WT)2,3232,330+72472560.09%+8
FIRST TR VALUE LINE DIVID IN
SHS
14,18614,060-1266196270.22%+8
WESTERN AST INFL LKD OPP & I10,62610,852+22688950.03%+8
PROCTER AND GAMBLE CO(PG)2,6882,68804514580.16%+7
ISHARES TR3,3863,38603623680.13%+6
ISHARES TR8,4068,437+312262310.08%+6
S&P GLOBAL INC(SPGI)0527+52702680.09%+268
WELLS FARGO CO NEW(WFC)5,8075,743-644084120.14%+4
VANGUARD WHITEHALL FDS02,639+2,63903400.12%+340
PIMCO ETF TR
ENHAN SHRT MA AC
2,0932,119+262102130.07%+3
ISHARES TR4,1724,184+124404420.15%+2
NUVEEN AMT FREE QLTY MUN INC18,47818,700+2222082090.07%+1
PUTNAM MASTER INTER INCOME T59,13458,357-7771931940.07%+1
QUALCOMM INC(QCOM)01,310+1,31002010.07%+201
OMNICOM GROUP INC(OMC)05,339+5,33904430.15%+443
INVESCO EXCH TRADED FD TR II10,83010,83002072040.07%-3
NUSHARES ETF TR
NUVEEN SHRT TERM
7,2007,20002292250.08%-4
TRI CONTL CORP(TY)6,4946,549+552062010.07%-5
LIBERTY ALL STAR EQUITY FD(USA)68,88972,192+3,3034794730.16%-6
AMERICAN EXPRESS CO(AXP)01,070+1,07002880.10%+288
WALMART INC(WMT)03,930+3,93003450.12%+345
SCHWAB STRATEGIC TR0143,092+143,09203,2931.14%+3,293
LOWES COS INC(LOW)01,049+1,04902450.08%+245
ISHARES TR2,7272,72703413270.11%-14
GOLDMAN SACHS GROUP INC(GS)0554+55403030.10%+303
HOME DEPOT INC(HD)0655+65502400.08%+240
ADAMS DIVERSIFIED EQUITY FD20,72621,127+4014194010.14%-17
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