John Mezzasalma Portfolio
Invests via Mezzasalma Advisors LLC | Managed by John D. Mezzasalma
Invests via Mezzasalma Advisors LLC
Managed by John D. Mezzasalma
Automatically Tracked
John Mezzasalma Profile
John Mezzasalma is a seasoned operating executive with an extensive background in driving growth across diverse sectors. With a focus on strategic business development, he has spearheaded numerous initiatives that enhance operational efficiency and market presence. His leadership has proven instrumental in navigating complex corporate landscapes and identifying new opportunities for expansion. In addition to his hands-on experience, Mezzasalma’s insights into competitive dynamics make him a valuable asset in today's fast-paced business environment, particularly as companies seek innovative approaches to scaling their operations.
John Mezzasalma is a seasoned operating executive with an extensive background in driving growth across diverse sectors. With a focus on strategic business development, he has spearheaded numerous initiatives that enhance operational efficiency and market presence. His leadership has proven instrumental in navigating complex corporate landscapes and identifying new opportunities for expansion. In addition to his hands-on experience, Mezzasalma’s insights into competitive dynamics make him a valuable asset in today's fast-paced business environment, particularly as companies seek innovative approaches to scaling their operations.
Investment Philosophy & Strategy
Capitalizing on his extensive operational expertise, John Mezzasalma approaches investment opportunities with a strategic lens focused on transformational growth. His leadership experience equips him to identify key areas for expansion while enhancing efficiency within organizations. By combining hands-on business acumen with insights into competitive positioning, he navigates market dynamics adeptly to unearth value in diverse sectors. Prioritizing innovative scaling strategies allows him to leverage resources effectively, ensuring sustained growth and adaptability in an ever-evolving landscape.
Capitalizing on his extensive operational expertise, John Mezzasalma approaches investment opportunities with a strategic lens focused on transformational growth. His leadership experience equips him to identify key areas for expansion while enhancing efficiency within organizations. By combining hands-on business acumen with insights into competitive positioning, he navigates market dynamics adeptly to unearth value in diverse sectors. Prioritizing innovative scaling strategies allows him to leverage resources effectively, ensuring sustained growth and adaptability in an ever-evolving landscape.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
126.48%
Gain -4.62%
Monthly
1.27%
Yearly
16.32%
Drawdown
30.38%
$454.96M
Equity
Holdings
$454.96M
Investment
$277.92M
$169.92M
Profit -$9.02M
Realized
-$7.12M
Unrealized
$177.05M
Dividends
$9.9M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-4.62%
Profit
-$9.02M
Win %
77%
This Week
Compared To Last Week
Gain
-1.22%
Profit
-$5.62M
Win %
77%
This Month
Compared to last month
Gain
-3.65%
Profit
-$17.22M
Win %
77%
This Year
Compared to last year
Gain
12.86%
Profit
$51.84M
Win %
76%
MU Micron Technology, Inc.
+4.57%
+$274,946.79 
CLS Celestica Inc.
+3.16%
+$96,155.61 
FIX Comfort Systems USA, Inc.
+2.61%
+$86,319.92 
ESLT Elbit Systems Ltd.
+2.46%
+$39,039.88 
GOOG Alphabet Inc
+2.41%
+$29,375.3 
GOOGL Alphabet Inc
+2.3%
+$681,297.13 
AMZN Amazon.com Inc
+2.01%
+$337,716.47 
MSFT Microsoft Corp.
+2%
+$184,110.55 
PLTR Palantir Technologies Inc.
+1.74%
+$52,399.57 
VRT Vertiv Holdings Co
+1.74%
+$136,574.56 
EBAY eBay Inc.
+1.7%
+$16,170.9 
MPC Marathon Petroleum Corporation
+1.66%
+$5,490.8 
RTX RTX Corporation
+1.54%
+$10,385.76 
ANET Arista Networks, Inc.
+1.43%
+$263,678.1 
SMH VanEck Semiconductor ETF
+1.38%
+$121,285.71 
SLV iShares Silver Trust
+1.17%
+$23,973.74 
IEO iShares U.S. Oil & Gas Exploration & Production ETF
+1.01%
+$8,558.34 
XOM Exxon Mobil Corporation
+1%
+$55,744.2 
OMC Omnicom Group Inc.
+0.98%
+$5,877.31 
GD General Dynamics Corporation
+0.95%
+$8,969.27 
AMLP Alerian MLP ETF
+0.89%
+$12,679.71 
META Meta Platforms Inc Class A
+0.88%
+$207,551.83 
QQQ Invesco QQQ Trust, Series 1
+0.81%
+$18,252.46 
XLK State Street Technology Select Sector SPDR ETF
+0.81%
+$61,528.6 
EXEL Exelixis Inc.
+0.78%
+$10,310.81 
ADX Adams Diversified Equity Fund, Inc.
+0.77%
+$4,131.8 
VGT Vanguard Information Technology ETF
+0.74%
+$4,200 
COKE Coca-Cola Consolidated Inc.
+0.73%
+$19,613.22 
CRWD CrowdStrike Holdings, Inc.
+0.71%
+$18,012.12 
ADI Analog Devices, Inc.
+0.7%
+$6,713.52 
V Visa Inc. Class A
+0.7%
+$93,409.62 
PGR Progressive Corporation
+0.69%
+$1,888.45 
BGR BlackRock Energy & Resources Trust
+0.69%
+$1,264.89 
VONG Vanguard Russell 1000 Growth Fund
+0.67%
+$33,333 
IWY iShares Russell Top 200 Growth ETF
+0.66%
+$56,302.02 
BCV Bancroft Fund Ltd.
+0.65%
+$6,182.18 
NVDA NVIDIA Corporation
+0.6%
+$164,387.68 
REGN Regeneron Pharmaceuticals, Inc.
+0.59%
+$10,000 
PDT John Hancock Premium Dividend Fund
+0.54%
+$1,704.22 
EME EMCOR Group, Inc.
+0.52%
+$50,041.3 
VUG Vanguard Growth ETF
+0.52%
+$52,285.2 
KGC Kinross Gold Corporation
+0.51%
+$759 
IYZ iShares U.S. Telecommunications ETF
+0.46%
+$1,579.53 
IGE iShares North American Natural Resources ETF
+0.43%
+$2,210 
XLG Invesco S&P 500 Top 50 ETF
+0.4%
+$2,060.7 
XT iShares Future Exponential Technologies ETF
+0.4%
+$3,113.92 
SCHW Charles Schwab Corporation
+0.32%
+$28,341.44 
OEF iShares S&P 100 ETF
+0.3%
+$23,077.92 
AMAT Applied Materials, Inc.
+0.3%
+$3,244.56 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
+0.29%
+$1,687 
GLW Corning Incorporated
+0.29%
+$747.15 
LMT Lockheed Martin Corporation
+0.29%
+$1,680.46 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.24%
+$1,348.33 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.24%
+$1,454.04 
IVV iShares Core S&P 500 ETF
+0.24%
+$10,825.5 
SPY SPDR S&P 500 ETF Trust
+0.23%
+$3,271 
VOO Vanguard S&P 500 ETF
+0.21%
+$7,609.62 
SMCI Super Micro Computer Inc
+0.21%
+$1,080.15 
RQI Cohen & Steers Quality Income Realty Fund, Inc.
+0.2%
+$1,070.35 
CSQ Calamos Strategic Total Return Fund
+0.2%
+$1,081.84 
KOMP SPDR S&P Kensho New Economies Composite ETF
+0.18%
+$450.48 
INFL Horizon Kinetics Inflation Beneficiaries ETF
+0.16%
+$1,454.64 
PPT Putnam Premier Income Trust
+0.15%
+$372 
SPGI S&P Global Inc.
+0.14%
+$316.26 
AS Amer Sports, Inc.
+0.14%
+$3,651.2 
WIA Western Asset Inflation-Linked Income Fund
+0.12%
+$341.66 
AIVL WisdomTree U.S. AI Enhanced Value Fund
+0.12%
+$370.6 
BRK-B Berkshire Hathaway Inc.
+0.1%
+$14,145.12 
RCL Royal Caribbean Group
+0.1%
+$7,552.44 
KRMN Karman Holdings Inc.
+0.09%
+$921.12 
NANR SPDR S&P North American Natural Resources ETF
+0.08%
+$190.62 
TRGP Targa Resources Corp.
+0.07%
+$3,301.99 
BBN BlackRock Taxable Municipal Bond Trust
+0.06%
+$145.33 
FLOT iShares Floating Rate Bond ETF
+0.04%
+$102.88 
IWO iShares Russell 2000 Growth ETF
+0.03%
+$120.96 
PFXF VanEck Preferred Securities ex Financials ETF
+0.03%
+$70.42 
BNY BlackRock New York Municipal Income Trust
+0.03%
+$226.88 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$132.18 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.01%
+$143.21 
AWP abrdn Global Premier Properties Fund
0%
$0 
ET-PI Energy Transfer LP
0%
$0 
FAX
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WFTSF Wavefront Technology Solutions Inc.
0%
$0 
BE Bloom Energy Corporation
-5%
-$864,112.9 
ORCL Oracle Corporation
-3.51%
-$16,112.76 
AAPL Apple Inc.
-2.77%
-$882,258.64 
TSLA Tesla, Inc.
-2.07%
-$530,712.96 
PEP PepsiCo, Inc.
-1.94%
-$4,732.12 
SATS EchoStar Corporation
-1.87%
-$33,873.68 
NFLX Netflix, Inc.
-1.75%
-$100,289.74 
NVS Novartis AG Sponsored ADR
-1.64%
-$16,778.16 
HD The Home Depot, Inc.
-1.61%
-$5,161.15 
ADBE Adobe Inc.
-1.45%
-$8,421.45 
WMT Walmart Inc.
-1.42%
-$2,821 
SNY Sanofi American Depositary Receipt
-1.37%
-$8,305.76 
GPC Genuine Parts Company
-1.32%
-$12,056.2 
PEG Public Service Enterprise Group Incorporated
-1.2%
-$11,525.34 
KLAC KLA Corporation
-1.11%
-$13,272 
BKNG Booking Holdings Inc.
-1.05%
-$7,742.5 
LLY Eli Lilly and Company
-0.91%
-$20,165.61 
JNJ Johnson & Johnson
-0.86%
-$2,334.53 
WFC Wells Fargo & Company
-0.84%
-$4,662.1 
GS The Goldman Sachs Group, Inc.
-0.83%
-$4,897.34 
BAC Bank of America Corporation
-0.77%
-$5,794.63 
PG Procter & Gamble Co
-0.71%
-$2,172.1 
XLB Materials Select Sector SPDR Fund
-0.71%
-$2,284.56 
TAIL Cambria Tail Risk ETF
-0.66%
-$2,390.5 
VPU Vanguard Utilities ETF
-0.58%
-$1,313.19 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.57%
-$2,290.68 
DVY iShares Select Dividend ETF
-0.56%
-$3,219.09 
IDV iShares International Select Dividend ETF
-0.55%
-$2,534.47 
BDJ BlackRock Enhanced Equity Dividend Trust
-0.47%
-$2,060.19 
PM Philip Morris International Inc.
-0.47%
-$1,870.2 
COST Costco Wholesale Corporation
-0.46%
-$25,510.36 
AIVI WisdomTree International AI Enhanced Value Fund
-0.44%
-$1,121.22 
FVD First Trust Value Line Dividend Index Fund
-0.41%
-$2,662.54 
XLV Health Care Select Sector SPDR Fund
-0.41%
-$5,177.02 
PDI Pimco Dynamic Income Fund
-0.4%
-$744.77 
EFA iShares MSCI EAFE ETF
-0.4%
-$3,927.39 
HEI Heico Corporation
-0.37%
-$3,116.8 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.37%
-$1,337.47 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.36%
-$3,717 
SCHD Schwab U.S. Dividend Equity ETF
-0.33%
-$2,448.38 
LGI Lazard Global Total Return and Income Fund, Inc.
-0.33%
-$1,961.7 
JPM JPMorgan Chase & Co.
-0.32%
-$1,620.02 
PIM Putnam Master Intermediate Income Trust
-0.32%
-$547.08 
HWM Howmet Aerospace Inc.
-0.32%
-$11,731.26 
KIM Kimco Realty Corporation
-0.31%
-$896.72 
NEA Nuveen AMT-Free Quality Municipal Income Fund
-0.3%
-$643.2 
BTZ BlackRock Credit Allocation Income Trust
-0.29%
-$1,104.24 
CRS Carpenter Technology Corporation
-0.28%
-$22,470.16 
USA Liberty All Star Equity Fund
-0.26%
-$1,153.31 
TIP iShares TIPS Bond ETF
-0.23%
-$1,164.73 
UL Unilever PLC Sponsored American Depositary Receipt
-0.21%
-$1,303.77 
GDX VanEck Gold Miners ETF
-0.2%
-$2,005.35 
IWD iShares Russell 1000 Value ETF
-0.17%
-$1,841.53 
HTD John Hancock Tax-Advantaged Dividend Income Fund
-0.15%
-$508.73 
CSCO Cisco Systems, Inc.
-0.14%
-$512.96 
FNDB Schwab Fundamental U.S. Broad Market ETF
-0.11%
-$5,043.47 
TDG TransDigm Group Inc.
-0.11%
-$4,158.1 
VYM Vanguard High Dividend Yield ETF
-0.11%
-$425.68 
GLD SPDR Gold Shares
-0.1%
-$958.35 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.1%
-$1,065.08 
RVT Royce Small-Cap Trust, Inc.
-0.08%
-$379.47 
SHY iShares 1-3 Year Treasury Bond ETF
-0.08%
-$544.37 
STPZ PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
-0.08%
-$249.9 
WIW Western Asset Inflation-Linked Opportunities Fund
-0.06%
-$59.12 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.05%
-$337.43 
KO The Coca-Cola Company
-0.05%
-$201.16 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.05%
-$1,256.33 
EMNT PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund
-0.03%
-$191.32 
SUB iShares Short-Term National Muni Bond ETF
-0.03%
-$118.86 
UTF Cohen & Steers Infrastructure Fund, Inc.
-0.02%
-$104.03 
PFF iShares Preferred and Income Securities ETF
-0.02%
-$69.39 Events
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Dividends
Dividend Analysis
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| Trades 1866 | Longs Won 1236/1866 66% | Profit Factor 5.26 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $679,194.87 |
| Average Win $169,762.43 | Best Trade (Jul 20) $17M | Sharpe Ratio -9.11 |
| Average Loss -$63,338.85 | Worst Trade (Sep 29) -$2.98M | Z-Score 4.6 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 1w 6d | Expectancy $91,062.64 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,194 | 6,475 | 5,755 | 5,036 | 4,317 | 3,597 | 2,878 | 2,158 | 1,439 | 719 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for John Mezzasalma?
The largest contributions to the portfolio's profits come from the following stocks: Moderna, Inc - $3.11M, Builders FirstSource, Inc - $1.96M, Alphabet Inc - $1.37M, Eli Lilly and Company - $1.21M, and Microsoft Corp - $1.21M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Zoom Video Communications, Inc - $5.96M, Appian Corporation - $3.98M, Upstart Holdings, Inc - $2.75M, Zscaler Inc - $1.89M, and Pinterest, Inc. Class A - $1.85M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does John Mezzasalma's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.9M earned over time. The largest contributors to dividend income include Apple Inc - $431,375.69, TransDigm Group Inc - $422,880, Exxon Mobil Corporation - $390,167.19, Ford Motor Company - $342,025.9, and Visa Inc. Class A - $323,356. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are John Mezzasalma's monthly returns?
John Mezzasalma's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can John Mezzasalma's strategy be considered aggressive or moderate?
John Mezzasalma's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow John Mezzasalma's strategy?
John Mezzasalma's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
