0001874081-22-000004.txt : 20220412 0001874081-22-000004.hdr.sgml : 20220412 20220412154930 ACCESSION NUMBER: 0001874081-22-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220412 DATE AS OF CHANGE: 20220412 EFFECTIVENESS DATE: 20220412 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: 22822187 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 03-31-2022 03-31-2022 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 04-12-2022 0 31 127445 false INFORMATION TABLE 2 SWMAdvisors_13f.xml APPLE INC COM 037833100 743 4256 SH SOLE 0 0 0 4256 CATALENT INC COM 148806102 586 5283 SH SOLE 0 0 0 5283 DANAHER CORPORATION COM 235851102 249 850 SH SOLE 0 0 0 850 DISNEY WALT CO COM 254687106 226 1647 SH SOLE 0 0 0 1647 ELECTROCORE INC COM 28531P103 34 57639 SH SOLE 0 0 0 57639 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 277 20398 SH SOLE 0 0 0 20398 INVESCO QQQ TR UNIT SER 1 46090E103 230 634 SH SOLE 0 0 0 634 ISHARES INC MSCI EMRG CHN 46434G764 5902 101444 SH SOLE 0 0 0 101444 ISHARES TR BLACKROCK ULTRA 46434V878 6549 130586 SH SOLE 0 0 0 130586 ISHARES TR FLTG RATE NT ETF 46429B655 6552 129683 SH SOLE 0 0 0 129683 ISHARES TR INTL SEL DIV ETF 464288448 202 6370 SH SOLE 0 0 0 6370 MERCADOLIBRE INC COM 58733R102 357 300 SH SOLE 0 0 0 300 NETFLIX INC COM 64110L106 344 918 SH SOLE 0 0 0 918 SHOPIFY INC CL A 82509L107 309 457 SH SOLE 0 0 0 457 SPDR S&P 500 ETF TR TR UNIT 78462F103 249 551 SH SOLE 0 0 0 551 TESLA INC COM 88160R101 1185 1100 SH SOLE 0 0 0 1100 THE TRADE DESK INC COM CL A 88339J105 547 7906 SH SOLE 0 0 0 7906 THERMO FISHER SCIENTIFIC INC COM 883556102 310 525 SH SOLE 0 0 0 525 VANECK VECTORS ETF TR FALLEN ANGEL HG 92189F437 459 15100 SH SOLE 0 0 0 15100 VANECK VECTORS ETF TR PFD SECS EX FINL 92189F429 292 14240 SH SOLE 0 0 0 14240 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 6685 85809 SH SOLE 0 0 0 85809 VANGUARD BD INDEX FDS INTERMED TERM 921937819 6392 78052 SH SOLE 0 0 0 78052 VANGUARD INDEX FDS TOTAL STK MKT 922908769 256 1126 SH SOLE 0 0 0 1126 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 14923 90081 SH SOLE 0 0 0 90081 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 51263 123474 SH SOLE 0 0 0 123474 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 584 6789 SH SOLE 0 0 0 6789 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 1224 15679 SH SOLE 0 0 0 15679 VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 92206C771 424 8470 SH SOLE 0 0 0 8470 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 19390 403708 SH SOLE 0 0 0 403708 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 225 2004 SH SOLE 0 0 0 2004 WALKER & DUNLOP INC COM 93148P102 477 3686 SH SOLE 0 0 0 3686