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:
161.59%
Gain +0.85%
Monthly
1.25%
Yearly
16.07%
Drawdown
30.53%
$498.95M
Equity
Holdings
$498.95M
Investment
$335.43M
$167.14M
Profit +$3.21M
Realized
$3.62M
Unrealized
$163.52M
Dividends
$10.92M
Goals
Avg. 41% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.85%
Profit
$3.21M
Win %
72%
This Week
Compared To Last Week
Gain
1.82%
Profit
$8.92M
Win %
72%
This Month
Compared to last month
Gain
-3.38%
Profit
-$17.47M
Win %
72%
This Year
Compared to last year
Gain
-3.53%
Profit
-$18.13M
Win %
70%
CLS Celestica Inc.
+9.73%
+$302,112.13 
BE Bloom Energy Corp. Class A Common Stock
+7.63%
+$1.25M 
RCL Royal Caribbean Cruises Ltd.
+6.54%
+$153,230.62 
STX Seagate Technology Holdings plc
+4.33%
+$172,893.09 
VRT Vertiv Holdings Co Class A Common Stock
+3.36%
+$190,169.28 
ORCL Oracle Corporation
+3.15%
+$16,245.25 
AMD Advanced Micro Devices Inc.
+2.91%
+$215,202.54 
COHR Coherent Corp.
+2.69%
+$48,507.38 
SNDK Sandisk Corp.
+2.69%
+$70,132.31 
TSLA Tesla, Inc.
+2.47%
+$712,709.36 
ANET Arista Networks Inc.
+2.31%
+$441,231.08 
GS The Goldman Sachs Group, Inc.
+1.95%
+$9,720.34 
ADI Analog Devices, Inc.
+1.82%
+$17,672.87 
CIEN Ciena Corp.
+1.77%
+$33,751.14 
TSM Taiwan Semiconductor Manufacturing Company Ltd. ADR
+1.41%
+$92,103.96 
NVS Novartis AG Sponsored ADR
+1.31%
+$13,537.35 
MU Micron Technology Inc.
+0.99%
+$65,062.41 
CRWD CrowdStrike Holdings, Inc.
+0.97%
+$31,926.87 
FIX Comfort Systems USA Inc.
+0.96%
+$30,694.55 
SMH VanEck Semiconductor ETF
+0.96%
+$100,881.23 
PAVE Global X U.S. Infrastructure Development ETF
+0.9%
+$3,653.78 
GDX VanEck Gold Miners ETF
+0.81%
+$8,374.21 
IYZ iShares U.S. Telecommunications ETF
+0.77%
+$2,573.7 
PM Philip Morris International Inc.
+0.73%
+$3,668.36 
SPCX Space Exploration Technologies Corp. Class A
+0.7%
+$57,787.68 
NEA Nuveen AMT-Free Quality Municipal Income Fund
+0.65%
+$1,051.57 
KOMP State Street SPDR S&P Kensho New Economies Composite ETF
+0.64%
+$1,510.4 
JPM JPMorgan Chase & Co.
+0.6%
+$3,180.01 
LLY Eli Lilly and Company
+0.59%
+$13,397.56 
XT iShares Future Exponential Technologies ETF
+0.57%
+$4,670.88 
GLD SPDR Gold Shares
+0.56%
+$8,698.11 
TY Tri-Continental Corporation
+0.55%
+$1,234.24 
BCV Bancroft Fund Ltd.
+0.55%
+$4,469.32 
IWO iShares Russell 2000 Growth ETF
+0.48%
+$1,668.24 
JNJ Johnson & Johnson
+0.46%
+$1,338.75 
XLK State Street Technology Select Sector SPDR ETF
+0.45%
+$39,853.63 
REGN Regeneron Pharmaceuticals, Inc.
+0.4%
+$7,978.24 
GOOGL Alphabet Inc
+0.36%
+$91,608.78 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.34%
+$672.01 
VGT Vanguard Information Technology ETF
+0.34%
+$2,059 
SLV iShares Silver Trust
+0.33%
+$6,319.84 
PFXF VanEck Preferred Securities ex Financials ETF
+0.33%
+$8,190.1 
ADX Adams Diversified Equity Fund, Inc.
+0.31%
+$1,707.52 
IWY iShares Russell Top 200 Growth ETF
+0.31%
+$30,564.16 
KLAC KLA Corporation
+0.31%
+$1,598.47 
INFL Horizon Kinetics Inflation Beneficiaries ETF
+0.3%
+$2,638.57 
VONG Vanguard Russell 1000 Growth ETF
+0.28%
+$14,752.2 
XLB State Street Materials Select Sector SPDR ETF
+0.27%
+$823.34 
BAC Bank of America Corporation
+0.27%
+$1,745.68 
EFA iShares MSCI EAFE ETF
+0.27%
+$2,544.57 
PFF iShares Preferred and Income Securities ETF
+0.24%
+$6,564.95 
BNY Bank of New York Mellon Corp.
+0.24%
+$1,887.9 
QQQ Invesco QQQ Trust, Series 1
+0.22%
+$4,750.89 
PEG Public Service Enterprise Group Inc.
+0.21%
+$1,815 
VPU Vanguard Utilities ETF
+0.21%
+$445.74 
XLG Invesco S&P 500 Top 50 ETF
+0.21%
+$901.29 
AMZN Amazon.com Inc
+0.19%
+$32,077.3 
VUG Vanguard Morningstar Growth ETF
+0.17%
+$11,344.95 
CSQ Calamos Strategic Total Return Fund
+0.15%
+$783.66 
KIM Kimco Realty Corporation
+0.15%
+$392.31 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
+0.14%
+$3,615.71 
AAPL Apple Inc.
+0.14%
+$44,113.73 
SCHW The Charles Schwab Corporation
+0.13%
+$1,161 
OEF iShares S&P 100 ETF
+0.12%
+$11,720.34 
SNY Sanofi ADR
+0.12%
+$616 
CSCO Cisco Systems, Inc.
+0.11%
+$374.76 
GOOG Alphabet Inc
+0.1%
+$1,181.4 
VYM Vanguard High Dividend Yield ETF
+0.07%
+$296.35 
WFC Wells Fargo & Company
+0.07%
+$386.82 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.07%
+$231.76 
ALTY Global X Alternative Income ETF
+0.04%
+$527.82 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$321.19 
VTI Vanguard Total Stock Market ETF
+0.04%
+$213.59 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.03%
+$1,144.76 
VOO Vanguard S&P 500 ETF
+0.03%
+$1,333.6 
IVV iShares Core S&P 500 ETF
+0.03%
+$1,507.74 
VRP Invesco Variable Rate Preferred ETF
+0.02%
+$296.12 
SPY State Street SPDR S&P 500 ETF Trust
+0.02%
+$154.92 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$41.56 
EMNT PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund
+0.01%
+$72.24 
FLOT iShares Floating Rate Bond ETF
+0.01%
+$25.51 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.01%
+$68.14 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.01%
+$136.62 
AIVI WisdomTree International AI Enhanced Value Fund
0%
$0 FAX
FAX
0%
$0 
ET-PI Energy Transfer LP
0%
$0 
PIM Franklin Master Intermediate Income Trust
0%
$0 
MPC Marathon Petroleum Corp.
-4.32%
-$20,426.64 
GLW Corning Incorporated
-2.52%
-$5,077.94 
IEO iShares U.S. Oil & Gas Exploration & Production ETF
-2.04%
-$19,843.2 
ESLT Elbit Systems Ltd.
-1.72%
-$49,891.67 
PGR The Progressive Corporation
-1.7%
-$5,134.8 
ALL The Allstate Corporation
-1.49%
-$5,012.2 
OMC Omnicom Group Inc.
-1.35%
-$7,986.18 
META Meta Platforms Inc Class A
-1.34%
-$306,203.2 
NFLX Netflix Inc.
-1.33%
-$75,545.45 
HEI HEICO Corporation
-1.01%
-$7,649.02 
EBAY eBay Inc.
-0.96%
-$9,707.31 
XOM ExxonMobil Holdings Corporation
-0.96%
-$72,666.94 
V Visa Inc. Class A
-0.95%
-$142,511.2 
UL Unilever PLC Sponsored ADR
-0.85%
-$6,206.48 
COST Costco Wholesale Corp
-0.85%
-$58,344.99 
BGR BlackRock Energy & Resources Trust
-0.81%
-$1,753.5 
PLTR Palantir Technologies Inc. Class A Common Stock
-0.73%
-$4,799.5 
RQI Cohen & Steers Quality Income Realty Fund, Inc.
-0.66%
-$3,854.7 
MSFT Microsoft Corporation Common Stock
-0.65%
-$82,220.51 
BRK-B Berkshire Hathaway Inc.
-0.63%
-$98,042.1 
LMT Lockheed Martin Corporation
-0.59%
-$4,476.79 
LGI Lazard Global Total Return and Income Fund, Inc.
-0.55%
-$2,755.98 
TRGP Targa Resources Corp.
-0.53%
-$17,357.91 
MO Altria Group, Inc.
-0.52%
-$1,304.16 
SCHD Schwab U.S. Dividend Equity ETF
-0.51%
-$4,441.5 
IGE iShares North American Natural Resources ETF
-0.5%
-$2,856.55 
PG The Procter & Gamble Company
-0.5%
-$1,484 
EXEL Exelixis Inc.
-0.5%
-$6,238.05 
FVD First Trust Value Line Dividend Index Fund
-0.5%
-$3,279.75 
AWP abrdn Global Premier Properties Fund
-0.5%
-$2,418.8 
COKE Coca-Cola Consolidated Inc.
-0.46%
-$29,654.4 
DVY iShares Select Dividend ETF
-0.46%
-$2,145.26 
HD The Home Depot, Inc.
-0.44%
-$1,283.1 
TDG TransDigm Group Inc.
-0.44%
-$11,074.31 
EME EMCOR Group, Inc.
-0.42%
-$36,727.43 
GD General Dynamics Corp.
-0.41%
-$3,810.62 
CRS Carpenter Technology Corporation
-0.34%
-$14,518.15 
NANR State Street SPDR S&P North American Natural Resources ETF
-0.32%
-$889.56 
PPT Franklin Premier Income Trust
-0.31%
-$773.14 
UTF Cohen & Steers Infrastructure Fund, Inc.
-0.31%
-$1,710.08 
FNDB Schwab Fundamental U.S. Broad Market ETF
-0.3%
-$13,437.27 
HTD John Hancock Tax-Advantaged Dividend Income Fund
-0.24%
-$728.25 
FNDX Schwab Fundamental U.S. Large Company ETF
-0.23%
-$6,663.07 
TAIL Cambria Tail Risk ETF
-0.2%
-$690.56 
IWD iShares Russell 1000 Value ETF
-0.19%
-$2,216.5 
XLV State Street Health Care Select Sector SPDR ETF
-0.19%
-$2,409.48 
PDT John Hancock Premium Dividend Fund
-0.17%
-$506.88 
AIVL WisdomTree U.S. AI Enhanced Value Fund
-0.16%
-$514.49 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.16%
-$627.21 
BDJ BlackRock Enhanced Equity Dividend Trust
-0.16%
-$709.2 
HWM Howmet Aerospace Inc.
-0.16%
-$5,079.16 
NVDA NVIDIA Corporation
-0.16%
-$41,842.1 
RTX RTX Corporation
-0.15%
-$1,058.35 
VBR Vanguard Small-Cap Value ETF
-0.15%
-$1,593.96 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
-0.15%
-$1,044 
AMLP Alerian MLP ETF
-0.15%
-$5,233.44 
RVT Royce Small-Cap Trust, Inc.
-0.15%
-$653.45 
IDV iShares International Select Dividend ETF
-0.14%
-$670.44 
WIA Western Asset Inflation-Linked Income Fund
-0.13%
-$333.33 
MMT Aberdeen Multi-Market Income Fund
-0.12%
-$53.28 
AMAT Applied Materials Inc.
-0.07%
-$537.42 
TIP iShares TIPS Bond ETF
-0.06%
-$279.54 
BTZ BlackRock Credit Allocation Income Trust
-0.05%
-$161.01 
KO The Coca-Cola Company
-0.04%
-$192.12 
SHY iShares 1-3 Year Treasury Bond ETF
-0.04%
-$318.54 
VGSH Vanguard Short-Term Treasury ETF
-0.04%
-$492.38 
BBN BlackRock Taxable Municipal Bond Trust
-0.03%
-$74.75 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.03%
-$147.09 
STPZ PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
-0.02%
-$95.06 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.02%
-$122.61 
FLTR VanEck IG Floating Rate ETF
-0.01%
-$78.19 
VUSB Vanguard Ultra-Short Bond ETF
-0.01%
-$19.06 Events
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Dividends
Dividend Analysis
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| Trades 2171 | Longs Won 1402/2171 64% | Profit Factor 4.16 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $655,868.48 |
| Average Win $156,972.27 | Best Trade (Oct 15) $15.37M | Sharpe Ratio -9.22 |
| Average Loss -$68,840.89 | Worst Trade (Sep 29) -$2.98M | Z-Score 9.68 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 1w 3d | Expectancy $76,985.94 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,246 | 6,522 | 5,797 | 5,072 | 4,348 | 3,623 | 2,899 | 2,174 | 1,449 | 725 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 93,859 | $14.56M | $32.32M | - | $17.77M | 122.05% | +0.137% |
| ADI Analog Devices, Inc. | 2,385 | $534,408.55 | $990,585.9 | - | $456,177.35 | 85.36% | +1.816% |
| ADX Adams Diversified Equity Fund, Inc. | 21,344 | $436,660.02 | $547,260.16 | - | $110,600.14 | 25.33% | +0.313% |
| AIVI WisdomTree International AI Enhanced Value Fund | 4,561 | $220,672.73 | $263,435.61 | - | $42,762.88 | 19.38% | 0.0 |
| AIVL WisdomTree U.S. AI Enhanced Value Fund | 2,383 | $254,552.02 | $317,951.77 | - | $63,399.75 | 24.91% | -0.162% |
| ALL The Allstate Corporation | 1,319 | $309,983.66 | $332,585.85 | - | $22,602.19 | 7.29% | -1.485% |
| ALTY Global X Alternative Income ETF | 103,494 | $1.22M | $1.22M | - | -$620.96 | -0.05% | +0.043% |
| AMAT Applied Materials Inc. | 2,067 | $259,843.94 | $800,611.11 | - | $540,767.17 | 208.11% | -0.067% |
| AMD Advanced Micro Devices Inc. | 13,902 | $8.13M | $7.6M | - | -$531,054.21 | -6.53% | +2.914% |
| AMLP Alerian MLP ETF | 65,418 | $3.31M | $3.48M | - | $173,436.51 | 5.24% | -0.15% |
| AMZN Amazon.com Inc | 68,249 | $11.49M | $17.03M | - | $5.54M | 48.27% | +0.189% |
| ANET Arista Networks Inc. | 107,749 | $11.96M | $19.54M | - | $7.58M | 63.4% | +2.31% |
| ANGL VanEck Fallen Angel High Yield Bond ETF | 24,522 | $717,214.9 | $677,665.47 | - | -$39,549.43 | -5.51% | -0.018% |
| AWP abrdn Global Premier Properties Fund | 48,376 | $534,680.06 | $483,276.24 | - | -$51,403.82 | -9.61% | -0.498% |
| BAC Bank of America Corporation | 12,931 | $534,901.02 | $655,019.8 | - | $120,118.78 | 22.46% | +0.267% |
| BBN BlackRock Taxable Municipal Bond Trust | 14,950 | $240,797.95 | $219,540.75 | - | -$21,257.2 | -8.83% | -0.034% |
| BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF | 26,100 | $637,129 | $680,427 | - | $43,298 | 6.8% | -0.153% |
| BCV Bancroft Fund Ltd. | 37,244 | $667,373.51 | $820,485.36 | - | $153,111.85 | 22.94% | +0.548% |
| BDJ BlackRock Enhanced Equity Dividend Trust | 47,280 | $395,667.91 | $451,760.4 | - | $56,092.49 | 14.18% | -0.157% |
| BE Bloom Energy Corp. Class A Common Stock | 80,458 | $4.43M | $17.66M | - | $13.23M | 298.62% | +7.633% |
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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: The Charles Schwab Corporation - $3.15M, Moderna Inc - $3.11M, NVIDIA Corporation - $2.97M, Alphabet Inc - $2.55M, and Royal Caribbean Cruises Ltd - $2.55M. 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 Communications, Inc. Class A Common Stock - $5.96M, Appian Corp Class A Common Stock - $3.98M, Upstart Holdings Inc - $2.75M, Adobe Inc - $2.1M, and Zscaler Inc - $1.89M. 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 $10.92M earned over time. The largest contributors to dividend income include Apple Inc - $456,679.55, ExxonMobil Holdings Corporation - $431,503.15, TransDigm Group Inc - $422,880, Visa Inc. Class A - $348,877.64, and Ford Motor Co - $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.
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