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
PPGPpg Inds Inc Com Recent Activity Exited	0%	$62,465 472 shares@ $132.35 avg price	Exited
RCLRoyal Caribbean Group Com Recent Activity Exited	0%	$52,853 298 shares@ $177.36 avg price	Exited
SPYSpdr S&p 500 Etf Trust Recent Activity Exited	0%	$34,999 61 shares@ $573.76 avg price	Exited
IAUIshares Gold Trust Recent Activity Exited	0%	$19,880 400 shares@ $49.7 avg price	Exited
UTZUtz Brands Inc Com Cl A Recent Activity Exited	0%	$14,160 800 shares@ $17.7 avg price	Exited
ENBEnbridge Inc Com Recent Activity Exited	0%	$11,371 280 shares@ $40.62 avg price	Exited
PANWPalo Alto Networks Inc Com Recent Activity Exited	0%	$10,254 30 shares@ $341.8 avg price	Exited
CCLCarnival Corp Paired Ctf Recent Activity Exited	0%	$9,203 498 shares@ $18.48 avg price	Exited
CTRACoterra Energy Inc Com Recent Activity Exited	0%	$9,101 380 shares@ $23.95 avg price	Exited
MGAMagna Intl Inc Com Recent Activity Exited	0%	$8,208 200 shares@ $41.04 avg price	Exited