$186 Million is the total value of Mezzasalma Advisors, LLC's 97 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
NLY | Exit | ANNALY CAPITAL MANAGEMENT IN | $0 | – | -15,310 | -100.0% | -0.07% | – |
OMC | Exit | OMNICOM GROUP INC | $0 | – | -2,846 | -100.0% | -0.12% | – |
CMCSA | Exit | COMCAST CORP NEWcl a | $0 | – | -4,402 | -100.0% | -0.14% | – |
CMP | Exit | COMPASS MINERALS INTL INC | $0 | – | -4,560 | -100.0% | -0.16% | – |
LYFT | Exit | LYFT INC | $0 | – | -6,540 | -100.0% | -0.20% | – |
LMND | Exit | LEMONADE INC | $0 | – | -12,632 | -100.0% | -0.48% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-31
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
TESLA INC | 12 | Q3 2023 | 23.3% |
APPLE INC | 12 | Q3 2023 | 10.0% |
ALPHABET INC | 12 | Q3 2023 | 7.9% |
META PLATFORMS INC | 12 | Q3 2023 | 7.1% |
VISA INC | 12 | Q3 2023 | 4.5% |
AMAZON COM INC | 12 | Q3 2023 | 4.1% |
BERKSHIRE HATHAWAY INC DEL | 12 | Q3 2023 | 5.5% |
ADOBE SYSTEMS INCORPORATED | 12 | Q3 2023 | 3.2% |
ZOOM VIDEO COMMUNICATIONS IN | 12 | Q3 2023 | 3.8% |
NETFLIX INC | 12 | Q3 2023 | 2.6% |
View Mezzasalma Advisors, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-19 |
13F-HR | 2024-01-12 |
13F-HR | 2023-11-16 |
13F-HR | 2023-08-03 |
13F-HR | 2023-05-15 |
13F-HR | 2023-02-28 |
13F-HR | 2022-10-24 |
13F-HR | 2022-07-13 |
13F-HR | 2022-04-26 |
13F-HR | 2022-01-31 |
View Mezzasalma Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.