0001874081-22-000002.txt : 20220210 0001874081-22-000002.hdr.sgml : 20220210 20220210163705 ACCESSION NUMBER: 0001874081-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR/A 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/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-21730 FILM NUMBER: 22614602 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/A 1 primary_doc.xml 13F-HR/A LIVE false true false 0001874081 XXXXXXXX 12-31-2021 12-31-2021 true 1 RESTATEMENT SWM Advisors

ONE BEACH DRIVE SE SUITE 301 ST. PETERSBURG FL 33701

13F HOLDINGS REPORT 028-21730 N Andi Mullins 7274560011 Andi Mullins St. Petersburg FL 02-10-2022 0 31 114296 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