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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
BSCXInvesco Bulletshares 2033 Corporate Bond Etf
Recent Activity
Decreased -0.18%
3.15%
$5.848M
283,632 shares@ $20.62 avg price
VZVerizon Communications Inc Com
Recent Activity
Decreased -1.65%
3.09%
$5.728M
143,234 shares@ $40.0 avg price
CHCOCity Hldg Co Com
Recent Activity
Decreased -1.65%
2.93%
$5.429M
45,821 shares@ $118.48 avg price
FFord Mtr Co Com
Recent Activity
Decreased -1.49%
2.88%
$5.35M
540,381 shares@ $9.91 avg price
SCHXSchwab U.s. Large-cap Etf
Recent Activity
Increased 168.88%
2.71%
$5.026M
216,827 shares@ $23.19 avg price
INFYInfosys Ltd Sponsored Adr
Recent Activity
Decreased -1.64%
2.63%
$4.882M
222,699 shares@ $21.92 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
CAGConagra Brands Inc Com
Recent Activity
Decreased -1.64%
2.08%
$3.857M
138,983 shares@ $27.75 avg price
EIGEmployers Hldgs Inc Com
Recent Activity
Decreased -1.64%
2.03%
$3.755M
73,300 shares@ $51.23 avg price