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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
BLVVanguard Long-term Bond Etf
Recent Activity
Increased 0.09%
13.2%
$24.512M
358,212 shares@ $68.43 avg price
SCHPSchwab Us Tips Etf
Recent Activity
Increased 99.39%
10.99%
$20.42M
790,572 shares@ $25.84 avg price
SCHXSchwab U.s. Large-cap Etf
Recent Activity
Increased 168.88%
2.71%
$5.026M
216,827 shares@ $23.19 avg price
SCHASchwab U.s. Small-cap Etf
Recent Activity
Increased 80.17%
2.63%
$4.88M
188,711 shares@ $25.87 avg price
SCHMSchwab U.s. Mid-cap Etf
Recent Activity
Increased 173.3%
2.2%
$4.084M
147,394 shares@ $27.72 avg price
SCHFSchwab International Equity Etf
Recent Activity
Increased 94.68%
1.57%
$2.905M
157,030 shares@ $18.51 avg price
UALUnited Airls Hldgs Inc Com
Recent Activity
Increased 1.79%
0.6%
$1.103M
11,358 shares@ $97.11 avg price
TWLOTwilio Inc Cl A
Recent Activity
Increased 2.36%
0.53%
$975,638
9,027 shares@ $108.08 avg price
GBXGreenbrier Cos Inc Com
Recent Activity
Increased 2.45%
0.46%
$845,260
13,859 shares@ $60.99 avg price
LLoews Corp Com
Recent Activity
Increased 2.17%
0.46%
$839,871
9,917 shares@ $84.7 avg price