0001874081-22-000001.txt : 20220210
0001874081-22-000001.hdr.sgml : 20220210
20220210144331
ACCESSION NUMBER: 0001874081-22-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20211231
FILED AS OF DATE: 20220210
DATE AS OF CHANGE: 20220210
EFFECTIVENESS DATE: 20220210
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: 22613295
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
12-31-2021
12-31-2021
SWM Advisors
ONE BEACH DRIVE SE
SUITE 301
ST. PETERSBURG
FL
33701
13F HOLDINGS REPORT
028-21730
N
Andi Mullins
CCO
7274560011
Andi Mullins
St. Petersburg
FL
02-10-2022
0
148
121646
false
INFORMATION TABLE
2
SWMAdvisors_13f.xml
APPLE INC
COM
037833100
750
4256
SH
SOLE
0
0
0
4256
CATALENT INC
COM
148806102
548
5283
SH
SOLE
0
0
0
5283
DANAHER CORPORATION
COM
235851102
248
850
SH
SOLE
0
0
0
850
DISNEY WALT CO
COM
254687106
242
1647
SH
SOLE
0
0
0
1647
ELECTROCORE INC
COM
28531P103
38
57639
SH
SOLE
0
0
0
57639
INVESCO EXCH TRADED FD TR II
S&P INTL LOW
46138E230
332
10437
SH
SOLE
0
0
0
10437
INVESCO EXCH TRADED FD TR II
PFD ETF
46138E511
284
20398
SH
SOLE
0
0
0
20398
INVESCO QQQ TR
UNIT SER 1
46090E103
233
634
SH
SOLE
0
0
0
634
ISHARES TR
INTL SEL DIV ETF
464288448
212
6370
SH
SOLE
0
0
0
6370
ISHARES TR
MSCI USA MIN VOL
46429B697
1365
17768
SH
SOLE
0
0
0
17768
MERCADOLIBRE INC
COM
58733R102
340
300
SH
SOLE
0
0
0
300
NETFLIX INC
COM
64110L106
379
918
SH
SOLE
0
0
0
918
SHOPIFY INC
CL A
82509L107
423
457
SH
SOLE
0
0
0
457
SPDR S&P 500 ETF TR
TR UNIT
78462F103
252
551
SH
SOLE
0
0
0
551
TESLA INC
COM
88160R101
1025
1100
SH
SOLE
0
0
0
1100
THE TRADE DESK INC
COM CL A
88339J105
632
7906
SH
SOLE
0
0
0
7906
THERMO FISHER SCIENTIFIC INC
COM
883556102
310
525
SH
SOLE
0
0
0
525
VANECK ETF TRUST
PREFERRED SECURT
92189F429
294
14240
SH
SOLE
0
0
0
14240
VANECK ETF TRUST
FALLEN ANGEL HG
92189F437
675
21620
SH
SOLE
0
0
0
21620
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
8876
111611
SH
SOLE
0
0
0
111611
VANGUARD BD INDEX FDS
INTERMED TERM
921937819
11169
131927
SH
SOLE
0
0
0
131927
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
251
1087
SH
SOLE
0
0
0
1087
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
14457
85200
SH
SOLE
0
0
0
85200
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
50081
119078
SH
SOLE
0
0
0
119078
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
238
4687
SH
SOLE
0
0
0
4687
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
998
11174
SH
SOLE
0
0
0
11174
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
2113
26462
SH
SOLE
0
0
0
26462
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
92206C771
436
8470
SH
SOLE
0
0
0
8470
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
16161
320471
SH
SOLE
0
0
0
320471
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
408
3594
SH
SOLE
0
0
0
3594
WALKER & DUNLOP INC
COM
93148P102
526
3686
SH
SOLE
0
0
0
3686