13F Filings History of SWM Advisors

Latest 13F report
Q3 2022 - 12 Oct 2022
Value $
$106,142,000
Signature - Title
Andrea N Mullins - CCO
Location
St. Petersburg, FL
Summary
This page shows a list of all the recent 13F filings made by SWM Advisors. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SWM Advisors reported 24 stock holdings with total value $106,142,000 as of Q3 2022. Top holdings included VOO, VEA, VXF, FLOT, and ICSH.

Notify me when SWM Advisors files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2022 24 $106,142,000 +$4,504,990 -$2,234,526 +$2,270,464 VOO, VEA, VXF, FLOT, ICSH 13F-HR 12 Oct 2022, 16:35
Q2 2022 25 $109,790,000 +$2,191,974 -$2,329,081 -$137,107 VOO, VEA, VXF, ICSH, FLOT 13F-HR 08 Jul 2022, 14:42
Q1 2022 31 $127,445,000 +$25,643,415 -$9,952,866 +$15,690,549 VOO, VEA, VXF, BSV, FLOT 13F-HR 12 Apr 2022, 15:49
Q4 2021 31 $113,494,000 $0 $0 $0 VOO, VEA, VXF, BIV, BSV Restatement 10 Feb 2022, 16:37