Mezzasalma Advisors, LLC

Q3 2025 13F-HR Holdings

Location
Tinton Falls, NJ
Holdings as of
9/30/2025
Date filed
10/16/2025
Form type
13F-HR
Num holdings
160
Total value ($000)
$390,702
Net value change ($000)
+57,591 (17.3%)
New positions
14
Sold out positions
0
Turnover %
2.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/29/2025 Next filing: 1/21/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
TSLA 8,649 38.6%
GOOGL 5,996 37.8%
ANET 4,448 41.8%
AAPL 4,316 24.2%
NVDA 3,536 16.4%
BE 3,286 300.9%
JPST 2,394 NEW
TIP 1,978 375.3%
VOO 1,464 73.8%
EME 1,451 22.6%
Top Reduces (Value $000, Stocks/ETFs)
SFM -990 -26.8%
NFLX -878 -9.0%
LLY -679 -14.2%
META -643 -2.3%
TDG -537 -13.4%
TRGP -477 -13.6%
V -385 -3.1%
NVO -310 -31.5%
SMCI -245 -17.1%
CRS -228 -7.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type