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:
141.1%
Gain +2.63%
Monthly
1.34%
Yearly
17.32%
Drawdown
30.46%
$510.97M
Equity
Holdings
$510.97M
Investment
$326.1M
$182.31M
Profit +$6.97M
Realized
-$2.56M
Unrealized
$184.87M
Dividends
$10.35M
Goals
Avg. 48.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
2.63%
Profit
$6.97M
Win %
72%
This Week
Compared To Last Week
Gain
0.29%
Profit
$1.47M
Win %
72%
This Month
Compared to last month
Gain
1.78%
Profit
$8.95M
Win %
72%
This Year
Compared to last year
Gain
-0.6%
Profit
-$3.01M
Win %
71%
SMCI Super Micro Computer Inc
+6.38%
+$40,704.79 
CLS Celestica Inc.
+6.23%
+$228,998.78 
BE Bloom Energy Corporation
+6.04%
+$1.27M 
FIX Comfort Systems USA, Inc.
+5.64%
+$199,492.02 
ANET Arista Networks, Inc.
+5.14%
+$1.07M 
CIEN Ciena Corporation
+4.66%
+$22,152 
ADI Analog Devices, Inc.
+4.53%
+$39,955.26 
EME EMCOR Group, Inc.
+4.12%
+$411,744.97 
CSCO Cisco Systems, Inc.
+3.95%
+$13,665.52 
VRT Vertiv Holdings Co
+3.94%
+$269,194.5 
COHR Coherent Corp.
+3.69%
+$21,207.2 
ADBE Adobe Inc.
+2.53%
+$10,004.4 
IYZ iShares U.S. Telecommunications ETF
+2.46%
+$8,856.5 
AMD Advanced Micro Devices, Inc.
+2.33%
+$141,602.83 
EBAY eBay Inc.
+2.33%
+$21,555.12 
AMZN Amazon.com Inc
+2.26%
+$383,916.55 
SPCX Space Exploration Technologies Corp. Class A
+2.09%
+$56,784.21 
VOLT Tema Electrification Fund
+1.98%
+$26,443.95 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+1.98%
+$16,488.5 
NFLX Netflix, Inc.
+1.87%
+$123,101.22 
AAPL Apple Inc.
+1.87%
+$572,616.98 
GOOGL Alphabet Inc
+1.85%
+$506,438.24 
KLAC KLA Corporation
+1.83%
+$16,329.6 
GLW Corning Incorporated
+1.78%
+$4,516.32 
GOOG Alphabet Inc
+1.64%
+$19,100.08 
SMH VanEck Semiconductor ETF
+1.48%
+$183,556.75 
XLK State Street Technology Select Sector SPDR ETF
+1.42%
+$137,429.48 
ADX Adams Diversified Equity Fund, Inc.
+1.41%
+$7,559.64 
PM Philip Morris International Inc.
+1.36%
+$6,405.63 
PAVE Global X U.S. Infrastructure Development ETF
+1.35%
+$18,714.24 
VGT Vanguard Information Technology ETF
+1.32%
+$8,580.98 
MPC Marathon Petroleum Corporation
+1.3%
+$4,920.63 
PG Procter & Gamble Co
+1.28%
+$3,369.03 
COKE Coca-Cola Consolidated Inc.
+1.27%
+$48,468 
CSQ Calamos Strategic Total Return Fund
+1.26%
+$6,962.64 
PLTR Palantir Technologies Inc.
+1.16%
+$7,640.87 
KOMP SPDR S&P Kensho New Economies Composite ETF
+1.14%
+$2,832 
HD The Home Depot, Inc.
+1.12%
+$3,259.26 
V Visa Inc. Class A
+1.1%
+$153,891.68 
TDG TransDigm Group Inc.
+1.09%
+$39,108.15 
HEI Heico Corporation
+1.07%
+$8,132.9 
SLV iShares Silver Trust
+1.06%
+$24,536.03 
VUG Vanguard Growth ETF
+1.05%
+$64,889.44 
RQI Cohen & Steers Quality Income Realty Fund, Inc.
+1.02%
+$4,835.4 
XLY Consumer Discretionary Select Sector SPDR Fund
+1%
+$1,912.96 
PFXF VanEck Preferred Securities ex Financials ETF
+0.99%
+$53,063.32 
QQQ Invesco QQQ Trust, Series 1
+0.99%
+$21,847 
WFC Wells Fargo & Company
+0.97%
+$5,797.68 
EFA iShares MSCI EAFE ETF
+0.97%
+$9,919.95 
XLG Invesco S&P 500 Top 50 ETF
+0.95%
+$5,004.55 
VONG Vanguard Russell 1000 Growth Fund
+0.95%
+$49,486.79 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.94%
+$5,099.12 
OEF iShares S&P 100 ETF
+0.93%
+$79,726.5 
MSFT Microsoft Corp.
+0.93%
+$108,756 
VOO Vanguard S&P 500 ETF
+0.92%
+$35,083.62 
SPY SPDR S&P 500 ETF Trust
+0.92%
+$9,004.2 
ALL Allstate Corporation
+0.92%
+$2,497.89 
IVV iShares Core S&P 500 ETF
+0.92%
+$44,736.59 
IWD iShares Russell 1000 Value ETF
+0.92%
+$10,284.56 
RCL Royal Caribbean Group
+0.91%
+$57,881.36 
XT iShares Future Exponential Technologies ETF
+0.9%
+$7,009.24 
IWY iShares Russell Top 200 Growth ETF
+0.89%
+$82,313.99 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.89%
+$5,454.76 
GS The Goldman Sachs Group, Inc.
+0.84%
+$4,784.1 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.84%
+$23,466.24 
RSP Invesco S&P 500 Equal Weight ETF
+0.83%
+$50,503.71 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.83%
+$8,614.9 
HWM Howmet Aerospace Inc.
+0.81%
+$29,160.6 
FNDB Schwab Fundamental U.S. Broad Market ETF
+0.81%
+$37,145.34 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.8%
+$3,149.68 
AIVI WisdomTree International AI Enhanced Value Fund
+0.77%
+$2,080.26 
GDX VanEck Gold Miners ETF
+0.7%
+$9,165.6 
JPM JPMorgan Chase & Co.
+0.69%
+$3,716.87 
BDJ BlackRock Enhanced Equity Dividend Trust
+0.67%
+$3,024.91 
VYM Vanguard High Dividend Yield ETF
+0.67%
+$2,673.77 
AMAT Applied Materials, Inc.
+0.66%
+$6,212.64 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.66%
+$15,724.8 
GD General Dynamics Corporation
+0.65%
+$6,196.2 
META Meta Platforms Inc Class A
+0.64%
+$151,246.75 
KO The Coca-Cola Company
+0.64%
+$2,675.28 
AIVL WisdomTree U.S. AI Enhanced Value Fund
+0.63%
+$1,951.43 
IWO iShares Russell 2000 Growth ETF
+0.62%
+$2,273.04 
TSLA Tesla, Inc.
+0.6%
+$145,691.94 
PGR Progressive Corporation
+0.59%
+$1,673.86 
UL Unilever PLC Sponsored American Depositary Receipt
+0.58%
+$3,950.8 
LGI Lazard Global Total Return and Income Fund, Inc.
+0.57%
+$3,004.8 
BCV Bancroft Fund Ltd.
+0.57%
+$5,141.22 
PFF iShares Preferred and Income Securities ETF
+0.55%
+$2,012.17 
POWR iShares US Power Infrastructure ETF
+0.55%
+$7,811.3 
TY Tri-Continental Corporation
+0.55%
+$1,224.36 
BRK-B Berkshire Hathaway Inc.
+0.51%
+$74,946.56 
NURE Nuveen Short Term REIT ETF
+0.48%
+$1,049.04 
GLD SPDR Gold Shares
+0.48%
+$5,132.85 
NEA Nuveen AMT-Free Quality Municipal Income Fund
+0.46%
+$795.5 
AWP abrdn Global Premier Properties Fund
+0.45%
+$2,393.85 
IDV iShares International Select Dividend ETF
+0.44%
+$2,154.36 
ESLT Elbit Systems Ltd.
+0.4%
+$8,225.36 
SCHD Schwab U.S. Dividend Equity ETF
+0.38%
+$2,865.85 
XLB Materials Select Sector SPDR Fund
+0.36%
+$1,177.15 
DVY iShares Select Dividend ETF
+0.34%
+$1,599.51 
INFL Horizon Kinetics Inflation Beneficiaries ETF
+0.32%
+$3,063.2 
COST Costco Wholesale Corporation
+0.32%
+$17,057.25 
MO Altria Group, Inc.
+0.28%
+$641.1 
AMLP Alerian MLP ETF
+0.25%
+$2,898.14 
FVD First Trust Value Line Dividend Index Fund
+0.2%
+$1,305.7 
NVDA NVIDIA Corporation
+0.16%
+$43,618.75 
BAC Bank of America Corporation
+0.15%
+$1,213.34 
IEO iShares U.S. Oil & Gas Exploration & Production ETF
+0.14%
+$1,380.8 
BNY BlackRock New York Municipal Income Trust
+0.1%
+$971.55 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
+0.1%
+$1,797.82 
IGE iShares North American Natural Resources ETF
+0.09%
+$533.1 
ET-PI Energy Transfer LP
+0.09%
+$406.4 
KRE SPDR S&P Regional Banking ETF
+0.08%
+$699.78 
SUB iShares Short-Term National Muni Bond ETF
+0.07%
+$210.63 
VRP Invesco Variable Rate Preferred ETF
+0.06%
+$983.37 
XOM Exxon Mobil Corporation
+0.04%
+$2,809.24 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$356.16 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.02%
+$544.86 
FLOT iShares Floating Rate Bond ETF
+0.01%
+$25.72 
VUSB Vanguard Ultra-Short Bond ETF
+0.01%
+$34.26 
SATS EchoStar Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WFTSF Wavefront Technology Solutions Inc.
0%
$0 FAX
FAX
0%
$0 
PPT Putnam Premier Income Trust
0%
$0 
STX Seagate Technology Holdings plc
-3.67%
-$187,605.64 
SNDK SanDisk Corporation
-3.34%
-$96,623.55 
REMX VanEck Rare Earth and Strategic Metals ETF
-2.7%
-$12,040.84 
SETM Sprott Critical Materials ETF
-2.14%
-$5,872.3 
ORCL Oracle Corporation
-1.65%
-$9,918.72 
EXEL Exelixis Inc.
-1.46%
-$18,513.4 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
-1.32%
-$8,555.5 
REGN Regeneron Pharmaceuticals, Inc.
-1.29%
-$25,532.5 
CRS Carpenter Technology Corporation
-1.13%
-$73,563.48 
LMT Lockheed Martin Corporation
-1.1%
-$7,242.28 
PDT John Hancock Premium Dividend Fund
-1.06%
-$3,225.56 
RVT Royce Small-Cap Trust, Inc.
-0.89%
-$4,111.04 
CRWD CrowdStrike Holdings, Inc.
-0.87%
-$22,738.92 
PDI Pimco Dynamic Income Fund
-0.84%
-$1,461.88 
TAIL Cambria Tail Risk ETF
-0.74%
-$2,571.07 
HTD John Hancock Tax-Advantaged Dividend Income Fund
-0.64%
-$2,079.22 
LLY Eli Lilly and Company
-0.63%
-$13,228.08 
PIM Putnam Master Intermediate Income Trust
-0.57%
-$982.78 
OMC Omnicom Group Inc.
-0.52%
-$3,120.1 
TRGP Targa Resources Corp.
-0.46%
-$18,954.3 
VPU Vanguard Utilities ETF
-0.46%
-$978.6 
TIP iShares TIPS Bond ETF
-0.41%
-$2,004.05 
STPZ PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
-0.37%
-$1,349.6 
MMT MFS Multimarket Income Trust
-0.34%
-$159.85 
PEG Public Service Enterprise Group Incorporated
-0.34%
-$2,964.99 
RTX RTX Corporation
-0.34%
-$2,416.61 
BBN BlackRock Taxable Municipal Bond Trust
-0.33%
-$736.7 
KIM Kimco Realty Corporation
-0.32%
-$840.67 
UTF Cohen & Steers Infrastructure Fund, Inc.
-0.23%
-$1,270.32 
MU Micron Technology, Inc.
-0.22%
-$19,534.79 
SCHW Charles Schwab Corporation
-0.21%
-$2,345.08 
PEP PepsiCo, Inc.
-0.21%
-$429.78 
JNJ Johnson & Johnson
-0.18%
-$498.75 
WIA Western Asset Inflation-Linked Income Fund
-0.13%
-$327.91 
NVS Novartis AG Sponsored ADR
-0.12%
-$1,149.22 
BGR BlackRock Energy & Resources Trust
-0.11%
-$231.94 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.09%
-$565.27 
SNY Sanofi American Depositary Receipt
-0.08%
-$440.51 
XLV Health Care Select Sector SPDR Fund
-0.08%
-$958.23 
NANR SPDR S&P North American Natural Resources ETF
-0.07%
-$204.28 
SHY iShares 1-3 Year Treasury Bond ETF
-0.07%
-$468.87 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$673 
BTZ BlackRock Credit Allocation Income Trust
-0.05%
-$179.21 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
-0.02%
-$1,166.88 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.01%
-$48.8 
EMNT PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund
-0.01%
-$59.02 Events
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Dividends
Dividend Analysis
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| Trades 2024 | Longs Won 1318/2024 65% | Profit Factor 4.8 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $708,441.44 |
| Average Win $174,685.85 | Best Trade (Aug 11) $16.26M | Sharpe Ratio -9.09 |
| Average Loss -$67,887.33 | Worst Trade (Sep 29) -$2.98M | Z-Score 9.5 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 1w 2d | Expectancy $90,072.87 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,519 | 6,767 | 6,015 | 5,263 | 4,511 | 3,759 | 3,008 | 2,256 | 1,504 | 752 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 93,718 | $14.51M | $31.18M | - | $16.67M | 114.88% | +1.871% |
| ADBE Adobe Inc. | 1,588 | $927,499.22 | $405,146.44 | - | -$522,352.78 | -56.32% | +2.532% |
| ADI Analog Devices, Inc. | 2,443 | $546,731.23 | $922,489.01 | - | $375,757.78 | 68.73% | +4.527% |
| ADX Adams Diversified Equity Fund, Inc. | 20,999 | $427,803.87 | $543,244.13 | - | $115,440.26 | 26.98% | +1.411% |
| AIVI WisdomTree International AI Enhanced Value Fund | 4,548 | $219,921.33 | $272,152.32 | - | $52,230.99 | 23.75% | +0.77% |
| AIVL WisdomTree U.S. AI Enhanced Value Fund | 2,374 | $253,400.56 | $312,181 | - | $58,780.44 | 23.2% | +0.629% |
| ALL Allstate Corporation | 1,079 | $256,737.26 | $274,179.29 | - | $17,442.03 | 6.79% | +0.919% |
| AMAT Applied Materials, Inc. | 2,064 | $258,309.8 | $943,289.28 | - | $684,979.48 | 265.18% | +0.663% |
| AMD Advanced Micro Devices, Inc. | 12,077 | $7.02M | $6.22M | - | -$792,069.69 | -11.29% | +2.328% |
| AMLP Alerian MLP ETF | 20,701 | $989,947.02 | $1.16M | - | $167,031.87 | 16.87% | +0.251% |
| AMZN Amazon.com Inc | 67,452 | $11.29M | $17.37M | - | $6.09M | 53.91% | +2.26% |
| ANET Arista Networks, Inc. | 109,686 | $12.17M | $21.79M | - | $9.62M | 79.06% | +5.138% |
| ANGL VanEck Fallen Angel High Yield Bond ETF | 22,611 | $664,069.99 | $644,978.77 | - | -$19,091.22 | -2.87% | -0.088% |
| AWP abrdn Global Premier Properties Fund | 47,973 | $530,500.95 | $535,853.61 | - | $5,352.66 | 1.01% | +0.449% |
| BAC Bank of America Corporation | 12,772 | $526,246.65 | $800,229.66 | - | $273,983.01 | 52.06% | +0.152% |
| BBN BlackRock Taxable Municipal Bond Trust | 14,734 | $237,687.55 | $224,398.82 | - | -$13,288.73 | -5.59% | -0.327% |
| BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF | 24,100 | $585,389 | $637,565.5 | - | $52,176.5 | 8.91% | -1.324% |
| BCV Bancroft Fund Ltd. | 36,723 | $655,348.83 | $900,080.73 | - | $244,731.9 | 37.34% | +0.574% |
| BDJ BlackRock Enhanced Equity Dividend Trust | 46,537 | $388,683.71 | $451,641.58 | - | $62,957.87 | 16.2% | +0.674% |
| BE Bloom Energy Corporation | 81,081 | $4.44M | $22.22M | - | $17.78M | 400.09% | +6.037% |
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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: Charles Schwab Corporation - $3.14M, Moderna, Inc - $3.11M, NVIDIA Corporation - $2.6M, Alphabet Inc - $2.24M, and Builders FirstSource, Inc - $1.91M. 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 $10.35M earned over time. The largest contributors to dividend income include Apple Inc - $456,679.55, Exxon Mobil Corporation - $431,503.15, TransDigm Group Inc - $422,880, Visa Inc. Class A - $348,877.64, and Ford Motor Company - $342,025.9. 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.
