Mezzasalma Advisors, LLC logo

Mezzasalma Advisors, LLC

RIA/Wealth

Mezzasalma Advisors, LLC is a RIA/Wealth based in Tinton Falls, NJ led by John Douglas Mezzasalma, managing $390.7M across 160 long positions as of Q3 2025 with TSLA as the largest holding (8% allocation).

Managing PartnerJohn Douglas Mezzasalma
Portfolio Value
$390.7M
Positions
160
Top Holding
TSLA at 7.95%
Last Reported
Q3 2025
Address67 Apple St, Tinton Falls, NJ, 07724, United States

Top Holdings

Largest long holdings in Mezzasalma Advisors, LLC's portfolio (49.3% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
Auto - Manufacturers
Consumer Cyclical
$31.0M
7.95%
-$311.3K
Sold
0.00%
69.8K shares
Internet Content & Information
Communication Services
$27.0M
6.91%
-$504.5K
Sold
0.00%
36.7K shares
3
Nvidia logo
Nvidia
NVDA
Semiconductors
Technology
$25.1M
6.43%
-$368.7K
Sold
0.00%
134.6K shares
4
Apple logo
Apple
AAPL
Consumer Electronics
Technology
$22.2M
5.68%
+$7.4K
Bought
0.00%
87.1K shares
Internet Content & Information
Communication Services
$21.8M
5.59%
-$17.7K
Sold
0.00%
89.9K shares
Computer Hardware
Technology
$15.1M
3.86%
-$69.8K
Sold
0.01%
103.6K shares
Insurance - Diversified
Financial Services
$13.7M
3.50%
+$4.0K
Bought
0.00%
27.2K shares
8
Amazon logo
Amazon
AMZN
Specialty Retail
Consumer Cyclical
$13.0M
3.33%
+$104.5K
Bought
0.00%
59.3K shares
Financial - Credit Services
Financial Services
$12.1M
3.09%
+$94.2K
Bought
0.00%
35.3K shares
10
Microsoft logo
Software - Infrastructure
Technology
$11.5M
2.93%
+$231.0K
Bought
0.00%
22.1K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Mezzasalma Advisors, LLC's latest filing

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Market Value
$390.7M
Prior: $333.1M
Q/Q Change
+17.29%
+$57.6M
Net Flows % of MV
+4.21%
Turnover Ratio
3.58%
New Purchases
11 stocks
$7.7M
Added To
77 stocks
+$12.6M
Sold Out Of
0 stocks
-
Reduced Holdings
47 stocks
-$3.9M

Increased Positions

PositionShares Δ
New
New
New
New
New

Decreased Positions

PositionShares Δ
-20.02%
-16.91%
-15.22%
-14.84%
-13.03%

Analytics

Portfolio insights and performance metrics for Mezzasalma Advisors, LLC

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Sector Allocation

Technology: 22.30%TechnologyETF: 19.20%ETFCommunication Services: 15.20%Communication ServicesConsumer Cyclical: 14.30%Consumer CyclicalFinancial Services: 10.90%Financial ServicesIndustrials: 7.10%Consumer Defensive: 2.60%Healthcare: 2.10%Energy: 1.70%Utilities: 0.40%Real Estate: 0.10%
Technology
22.30%
ETF
19.20%
Communication Services
15.20%
Consumer Cyclical
14.30%
Financial Services
10.90%
Industrials
7.10%
Consumer Defensive
2.60%
Healthcare
2.10%
Energy
1.70%
Utilities
0.40%
Real Estate
0.10%

Market Cap Distribution

Mega Cap (> $200B): 53.05%Mega Cap (> $200B)Large Cap ($10B - $200B): 22.76%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 0.30%N/A (ETF or Unknown): 23.89%N/A (ETF or Unknown)
Mega Cap (> $200B)
53.05%
Large Cap ($10B - $200B)
22.76%
Mid Cap ($2B - $10B)
0.30%
N/A (ETF or Unknown)
23.89%

Portfolio Concentration

Top 10 Holdings %
49.27%
Top 20 Holdings %
64.89%
Top 50 Holdings %
85.62%
Top 100 Holdings %
95.34%

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