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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
PINCPremier Inc Cl A
Recent Activity
Exited
0%
$2.509M
125,438 shares@ $20.0 avg price
TCOMTrip Com Group Ltd Ads
Recent Activity
Exited
0%
$874,512
14,715 shares@ $59.43 avg price
HCCWarrior Met Coal Inc Com
Recent Activity
Exited
0%
$129,014
2,019 shares@ $63.9 avg price
BSCOInvesco Bulletshares 2024 Corporate Bond Etf
Recent Activity
Exited
0%
$114,217
5,408 shares@ $21.13 avg price
CHDChurch & Dwight Co Inc Com
Recent Activity
Exited
0%
$107,862
1,030 shares@ $104.73 avg price
CARAvis Budget Group Com
Recent Activity
Exited
0%
$97,926
1,118 shares@ $87.6 avg price
BCPCBalchem Corp Com
Recent Activity
Exited
0%
$96,448
548 shares@ $176.0 avg price
VSCOVictorias Secret And Co Common Stock
Recent Activity
Exited
0%
$92,160
3,586 shares@ $25.7 avg price
STLDSteel Dynamics Inc Com
Recent Activity
Exited
0%
$71,740
569 shares@ $126.09 avg price
VSATViasat Inc Com
Recent Activity
Exited
0%
$62,888
5,267 shares@ $11.95 avg price