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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
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
INFYInfosys Ltd Sponsored Adr
Recent Activity
Decreased -1.64%
2.63%
$4.882M
222,699 shares@ $21.92 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
SSTKShutterstock Inc Com
Recent Activity
Decreased -1.65%
1.81%
$3.351M
110,398 shares@ $30.35 avg price
SCHESchwab Emerging Markets Equity Etf
Recent Activity
Decreased -8.74%
0.53%
$972,929
36,535 shares@ $26.64 avg price
SCHCSchwab International Small-cap Equity Etf
Recent Activity
Decreased -4.09%
0.52%
$955,404
27,830 shares@ $34.34 avg price
CLSCelestica Inc Com
Recent Activity
Decreased -36.22%
0.47%
$872,697
9,455 shares@ $92.31 avg price
GLTRAbrdn Physical Precious Metals Basket Shares Etf
Recent Activity
Decreased -14.51%
0.39%
$713,480
6,498 shares@ $109.8 avg price