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
KDKyndryl Hldgs Inc Common Stock Recent Activity Exited	0%	$7,629 332 shares@ $22.98 avg price	Exited
INGIng Groep N.v. Sponsored Adr Recent Activity Exited	0%	$7,264 400 shares@ $18.16 avg price	Exited
MRVLMarvell Technology Inc Com Recent Activity Exited	0%	$7,212 100 shares@ $72.12 avg price	Exited
CHWYChewy Inc Cl A Recent Activity Exited	0%	$6,971 238 shares@ $29.29 avg price	Exited
SUISun Cmntys Inc Com Recent Activity Exited	0%	$6,893 51 shares@ $135.16 avg price	Exited
BIPCBrookfield Infrastructure Corp Com Sb Vtg Shs A Recent Activity Exited	0%	$6,428 148 shares@ $43.44 avg price	Exited
FCXFreeport-mcmoran Inc Cl B Recent Activity Exited	0%	$5,990 120 shares@ $49.92 avg price	Exited
INDAIshares Msci India Etf Recent Activity Exited	0%	$5,853 100 shares@ $58.53 avg price	Exited
DHID R Horton Inc Com Recent Activity Exited	0%	$5,723 30 shares@ $190.77 avg price	Exited
EWCIshares Msci Canada Etf Recent Activity Exited	0%	$4,982 120 shares@ $41.52 avg price	Exited