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
FVRRFiverr Intl Ltd Ord Shs Recent Activity New Position	0.01%	$317 10 shares@ $31.7 avg price	New Position
CVKDCadrenal Therapeutics Inc Com New Recent Activity New Position	0.01%	$290 20 shares@ $14.5 avg price	New Position
PHGEBiomx Inc Com New Recent Activity New Position	0.01%	$116 159 shares@ $0.73 avg price	New Position
NRXPNrx Pharmaceuticals Inc Com New Recent Activity New Position	0.01%	$110 50 shares@ $2.2 avg price	New Position
CARMCarisma Therapeutics Inc Com Recent Activity New Position	0.01%	$63 150 shares@ $0.42 avg price	New Position
FUBOFubotv Inc Com Recent Activity New Position	0.01%	$53 42 shares@ $1.27 avg price	New Position
SONNSonnet Biotherapeutc Hldng Inc Com New Recent Activity New Position	0.01%	$47 32 shares@ $1.47 avg price	New Position
FIWFirst Trust Water Etf Recent Activity New Position	0%	$0 0 shares@ $0.0 avg price	New Position