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Christy Horlacher

@Carolina Wealth Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$185.84MTotal holdings299
Assets growth rate-5.45%Assets growth rate (2-Q avg)-4.52%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Carolina Wealth Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 299 positions.

Assets under management

The assets under management (AUM) of Carolina Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 185.84M in assets, with a quarterly growth rate of -5.45% and a 2-quarter average growth rate of -4.52%. The portfolio is managed by Christy Horlacher, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AHRAmerican Healthcare Reit Inc Com Shs
Recent Activity
New Position
0.02%
$29,415
1,035 shares@ $28.43 avg price
SILASila Realty Trust Inc Common Stock
Recent Activity
New Position
0.02%
$25,925
1,066 shares@ $24.32 avg price
SNOWSnowflake Inc Cl A
Recent Activity
New Position
0.01%
$9,265
60 shares@ $154.42 avg price
BIPCBrookfield Infrastructure Corp Com Sb Vtg Shs A
Recent Activity
New Position
0.01%
$5,921
148 shares@ $40.01 avg price
NETCloudflare Inc Cl A Com
Recent Activity
New Position
0.01%
$2,692
25 shares@ $107.68 avg price
BTCGrayscale Bitcoin Mini Trust Etf
Recent Activity
New Position
0.01%
$1,968
47 shares@ $41.88 avg price
DOCNDigitalocean Hldgs Inc Com
Recent Activity
New Position
0.01%
$1,704
50 shares@ $34.08 avg price
MELIMercadolibre Inc Com
Recent Activity
New Position
0.01%
$1,700
1 shares@ $1700.0 avg price
UPSTUpstart Hldgs Inc Com
Recent Activity
New Position
0.01%
$1,539
25 shares@ $61.56 avg price
BEPCBrookfield Renewable Corp Cl A Ex Sub Vtg
Recent Activity
New Position
0.01%
$1,162
42 shares@ $27.67 avg price