Christy Horlacher

@Carolina Wealth Advisors, Llc

Latest period2024 - Q4

Reported4d ago

Managed Assets$185.84M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
PRMPerimeter Solutions Inc Common Stock Recent Activity New Position	0.01%	$959 75 shares@ $12.79 avg price	New Position
ZMZoom Communications Inc Cl A Recent Activity New Position	0.01%	$816 10 shares@ $81.6 avg price	New Position
DOCUDocusign Inc Com Recent Activity New Position	0.01%	$809 9 shares@ $89.89 avg price	New Position
OKTAOkta Inc Cl A Recent Activity New Position	0.01%	$630 8 shares@ $78.75 avg price	New Position
MRNAModerna Inc Com Recent Activity New Position	0.01%	$499 12 shares@ $41.59 avg price	New Position
LMNDLemonade Inc Com Recent Activity New Position	0.01%	$477 13 shares@ $36.7 avg price	New Position
LCIDLucid Group Inc Com Recent Activity New Position	0.01%	$453 150 shares@ $3.02 avg price	New Position
WWayfair Inc Cl A Recent Activity New Position	0.01%	$355 8 shares@ $44.38 avg price	New Position
FLGTFulgent Genetics Inc Com Recent Activity New Position	0.01%	$332 18 shares@ $18.45 avg price	New Position
APPNAppian Corp Cl A Recent Activity New Position	0.01%	$330 10 shares@ $33.0 avg price	New Position