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| Happy Holidays!! thanks for using AUM13F!! |
| Mezzasalma Advisors LLC
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| CRD # | 129045 |
| SEC # | 801-120613 |
| CIK # | 0001864916 |
| AUM | $342.2 M (2025-03-21) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 732-842-1120 |
| Address | 67 Apple St Tinton Falls, NJ 07724 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001864916 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Facebook Inc | 27.6 | ||
| Tesla Motors Inc | 22.4 | ||
| Nvidia Corp | 21.6 | ||
| Apple Inc | 17.9 | ||
| Alphabet Inc | 15.8 | ||
| Amazon Com Inc | 12.9 | ||
| VISA Inc | 12.4 | ||
| Microsoft Corp | 10.8 | ||
| Arista Networks Inc | 10.7 | ||
| Netflix Inc | 9.8 | ||
| Royal Caribbean Cruises Ltd | 7.9 | ||
| Schwab Charles Corp | 7.7 | ||
| Emcor Group Inc | 6.4 | ||
| Lilly Eli & Co | 4.8 | ||
| Costco Wholesale Corp /NEW | 4.5 | ||
| Transdigm Group Inc | 4.0 | ||
| Sprouts Farmers Market Inc | 3.7 | ||
| Targa Resources Corp | 3.5 | ||
| CrowdStrike Holdings Inc | 3.4 | ||
| Exxon Mobil Corp | 3.3 | ||
| Carpenter Technology Corp | 3.2 | ||
| GS Acquisition Holdings Corp | 3.0 | ||
| Allstate Corp | 2.7 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 174 | 14.9 |
| (b) Individuals (high net worth individuals) | 127 | 312.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 15.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 744 | 342.2 |
| By Discretionary | ||
| Discretionary | 741 | 342.2 |
| Non-Discretionary | 3 | 0.0 |
| Total | 744 | 342.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 342.2 | |
| Total | 744 | 342.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001864916] |
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|---|---|---|
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0.3 | |
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