0001874081-22-000005.txt : 20220708 0001874081-22-000005.hdr.sgml : 20220708 20220708144224 ACCESSION NUMBER: 0001874081-22-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220708 DATE AS OF CHANGE: 20220708 EFFECTIVENESS DATE: 20220708 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: 221074094 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 06-30-2022 06-30-2022 SWM Advisors

ONE BEACH DRIVE SE SUITE 301 ST. PETERSBURG FL 33701

13F HOLDINGS REPORT 028-21730 N Andi Mullins 727-515-1411 Andi Mullins St. Petersburg FL 06-30-2022 0 25 109790 false INFORMATION TABLE 2 SWMAdvisors_13f.xml APPLE INC COM 037833100 582 4256 SH SOLE 0 0 0 4256 CATALENT INC COM 148806102 567 5283 SH SOLE 0 0 0 5283 DANAHER CORPORATION COM 235851102 215 850 SH SOLE 0 0 0 850 ELECTROCORE INC COM 28531P103 29 57639 SH SOLE 0 0 0 57639 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 210 17052 SH SOLE 0 0 0 17052 ISHARES INC MSCI EMRG CHN 46434G764 4855 101657 SH SOLE 0 0 0 101657 ISHARES TR BLACKROCK ULTRA 46434V878 6646 132821 SH SOLE 0 0 0 132821 ISHARES TR FLTG RATE NT ETF 46429B655 6586 131940 SH SOLE 0 0 0 131940 MERCADOLIBRE INC COM 58733R102 223 350 SH SOLE 0 0 0 350 SPDR S&P 500 ETF TR TR UNIT 78462F103 208 552 SH SOLE 0 0 0 552 TESLA INC COM 88160R101 838 1244 SH SOLE 0 0 0 1244 THE TRADE DESK INC COM CL A 88339J105 331 7906 SH SOLE 0 0 0 7906 THERMO FISHER SCIENTIFIC INC COM 883556102 285 525 SH SOLE 0 0 0 525 VANECK ETF TRUST FALLEN ANGEL HG 92189F437 341 12619 SH SOLE 0 0 0 12619 VANECK ETF TRUST PREFERRED SECURT 92189F429 214 11837 SH SOLE 0 0 0 11837 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 6389 83206 SH SOLE 0 0 0 83206 VANGUARD BD INDEX FDS INTERMED TERM 921937819 5893 75893 SH SOLE 0 0 0 75893 VANGUARD INDEX FDS TOTAL STK MKT 922908769 227 1202 SH SOLE 0 0 0 1202 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 12505 95382 SH SOLE 0 0 0 95382 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 43767 126173 SH SOLE 0 0 0 126173 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 457 5706 SH SOLE 0 0 0 5706 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 1008 13224 SH SOLE 0 0 0 13224 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 405 8470 SH SOLE 0 0 0 8470 VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 16654 408181 SH SOLE 0 0 0 408181 WALKER & DUNLOP INC COM 93148P102 355 3686 SH SOLE 0 0 0 3686