test

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
PHMPulte Group Inc Com
Recent Activity
Decreased -26.21%
0.33%
$596,990
5,482 shares@ $108.91 avg price
AAPLApple Inc Com
Recent Activity
Decreased -40.89%
0.28%
$516,366
2,062 shares@ $250.42 avg price
BRK.BBerkshire Hathaway Inc Del Cl B New
Recent Activity
Decreased -47.73%
0.2%
$355,825
785 shares@ $453.29 avg price
TSLATesla Inc Com
Recent Activity
Decreased -32.74%
0.2%
$355,783
881 shares@ $403.84 avg price
MAMastercard Incorporated Cl A
Recent Activity
Decreased -36.92%
0.13%
$240,116
456 shares@ $526.58 avg price
AMZNAmazon Com Inc Com
Recent Activity
Decreased -50.22%
0.12%
$218,512
996 shares@ $219.39 avg price
WMTWalmart Inc Com
Recent Activity
Decreased -19.5%
0.11%
$201,390
2,229 shares@ $90.35 avg price
ESGVVanguard Esg U.s. Stock Etf
Recent Activity
Decreased -4.01%
0.1%
$178,103
1,698 shares@ $104.89 avg price
ESMLIshares Esg Aware Msci Usa Small-cap Etf
Recent Activity
Decreased -3%
0.09%
$156,048
3,711 shares@ $42.06 avg price
COSTCostco Whsl Corp New Com
Recent Activity
Decreased -19.52%
0.09%
$154,850
169 shares@ $916.28 avg price