0001874081-22-000006.txt : 20221012 0001874081-22-000006.hdr.sgml : 20221012 20221012163532 ACCESSION NUMBER: 0001874081-22-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221012 DATE AS OF CHANGE: 20221012 EFFECTIVENESS DATE: 20221012 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SWM Advisors CENTRAL INDEX KEY: 0001874081 IRS NUMBER: 452514987 STATE OF INCORPORATION: FL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21730 FILM NUMBER: 221307170 BUSINESS ADDRESS: STREET 1: ONE BEACH DRIVE SE STREET 2: SUITE 301 CITY: ST. PETERSBURG STATE: FL ZIP: 33701 BUSINESS PHONE: 727-456-0011 MAIL ADDRESS: STREET 1: ONE BEACH DRIVE SE STREET 2: SUITE 301 CITY: ST. PETERSBURG STATE: FL ZIP: 33701 13F-HR 1 primary_doc.xml 13F-HR LIVE false true true 0001874081 XXXXXXXX 09-30-2022 09-30-2022 SWM Advisors

ONE BEACH DRIVE SE SUITE 301 ST. PETERSBURG FL 33701

13F HOLDINGS REPORT 028-21730 N Andrea N Mullins 7274560011 Andrea N Mullins St. Petersburg FL 10-12-2022 0 24 106142 false INFORMATION TABLE 2 SWMAdvisors_13f.xml APPLE INC COM 037833100 588 4256 SH SOLE 0 0 0 4256 CATALENT INC COM 148806102 382 5283 SH SOLE 0 0 0 5283 DANAHER CORPORATION COM 235851102 220 850 SH SOLE 0 0 0 850 ELECTROCORE INC COM 28531P103 23 57639 SH SOLE 0 0 0 57639 INVESCO QQQ TR UNIT SER 1 46090E103 232 867 SH SOLE 0 0 0 867 ISHARES INC MSCI EMRG CHN 46434G764 4498 101571 SH SOLE 0 0 0 101571 ISHARES TR IBONDS DEC2026 46435GAA0 232 10030 SH SOLE 0 0 0 10030 ISHARES TR IBONDS DEC25 ETF 46434VBD1 233 9655 SH SOLE 0 0 0 9655 ISHARES TR FLTG RATE NT ETF 46429B655 7095 141133 SH SOLE 0 0 0 141133 ISHARES TR BLACKROCK ULTRA 46434V878 6656 133095 SH SOLE 0 0 0 133095 MERCADOLIBRE INC COM 58733R102 290 350 SH SOLE 0 0 0 350 NETFLIX INC COM 64110L106 216 918 SH SOLE 0 0 0 918 SPDR S&P 500 ETF TR TR UNIT 78462F103 200 561 SH SOLE 0 0 0 561 TESLA INC COM 88160R101 990 3732 SH SOLE 0 0 0 3732 THE TRADE DESK INC COM CL A 88339J105 472 7906 SH SOLE 0 0 0 7906 THERMO FISHER SCIENTIFIC INC COM 883556102 266 525 SH SOLE 0 0 0 525 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 6410 85668 SH SOLE 0 0 0 85668 VANGUARD BD INDEX FDS INTERMED TERM 921937819 5731 77995 SH SOLE 0 0 0 77995 VANGUARD INDEX FDS TOTAL STK MKT 922908769 215 1198 SH SOLE 0 0 0 1198 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 42392 129127 SH SOLE 0 0 0 129127 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 12796 100670 SH SOLE 0 0 0 100670 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 382 8470 SH SOLE 0 0 0 8470 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 15314 421171 SH SOLE 0 0 0 421171 WALKER & DUNLOP INC COM 93148P102 309 3686 SH SOLE 0 0 0 3686