SWM Advisors current holdings: USA Stocks
SWM Advisors reported $0.00 billion in share positions in stocks (listed in the US), 8 positions, in its Form 13F for the quarter ended 2022-09-30; the largest are TSLA, AAPL, TTD.
- TSLA: Country of operation United States; Class COM; Shares 3,732; Value $990,000.
- AAPL: Country of operation United States; Class COM; Shares 4,256; Value $588,000.
- TTD: Country of operation United States; Class COM CL A; Shares 7,906; Value $472,000.
- WD: Country of operation United States; Class COM; Shares 3,686; Value $309,000.
Form 13F-HR as filed (SEC CIK 1874081): quarter ended 2022-09-30, filed 2022-10-12. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2022-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|---|---|---|---|---|---|---|---|
| TSLA TESLA INC | United States | COM | 3,732 | $990,000 | 29.54% | 2022-09-30 | 2022-10-12 | +33.02% |
| AAPL APPLE INC | United States | COM | 4,256 | $588,000 | 17.55% | 2022-09-30 | 2022-10-12 | |
| TTD THE TRADE DESK INC | United States | COM CL A | 7,906 | $472,000 | 14.09% | 2022-09-30 | 2022-10-12 | -79.83% |
| WD WALKER & DUNLOP INC | United States | COM | 3,686 | $309,000 | 9.22% | 2022-09-30 | 2022-10-12 | -56.65% |
| MELI MERCADOLIBRE INC | COM | 350 | $290,000 | 8.65% | 2022-09-30 | 2022-10-12 | +108.38% | |
| TMO THERMO FISHER SCIENTIFIC INC | United States | COM | 525 | $266,000 | 7.94% | 2022-09-30 | 2022-10-12 | +34.00% |
| DHR DANAHER CORPORATION | United States | COM | 850 | $220,000 | 6.57% | 2022-09-30 | 2022-10-12 | -1.25% |
| NFLX NETFLIX INC | United States | COM | 918 | $216,000 | 6.45% | 2022-09-30 | 2022-10-12 | +198.64% |
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