SWM Advisors

13F Filings History

Latest 13F report
Q3 2022 - Oct 12, 2022
Value $
$106M
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 $106M as of Q3 2022. Top holdings included VOO, VEA, VXF, FLOT, and ICSH.
Holdings Value