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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
TAPMolson Coors Beverage Co Cl B
Recent Activity
Increased 1.92%
0.31%
$558,469
9,743 shares@ $57.33 avg price
CALCaleres Inc Com
Recent Activity
Increased 1.86%
0.3%
$553,014
23,878 shares@ $23.16 avg price
FORForestar Group Inc Com
Recent Activity
Increased 2.26%
0.29%
$533,667
20,589 shares@ $25.93 avg price
SCHBSchwab U.s. Broad Market Etf
Recent Activity
Increased 211.05%
0.17%
$301,779
13,294 shares@ $22.71 avg price
GDDYGodaddy Inc Cl A
Recent Activity
Increased 345.49%
0.15%
$272,568
1,381 shares@ $197.38 avg price
MARMarriott Intl Inc New Cl A
Recent Activity
Increased 82.3%
0.14%
$252,720
906 shares@ $278.95 avg price
HLTHilton Worldwide Hldgs Inc Com
Recent Activity
Increased 282.07%
0.14%
$247,407
1,001 shares@ $247.16 avg price
ADSKAutodesk Inc Com
Recent Activity
Increased 277.83%
0.14%
$246,801
835 shares@ $295.58 avg price
EQHEquitable Hldgs Inc Com
Recent Activity
Increased 348.57%
0.14%
$243,963
5,172 shares@ $47.17 avg price
CAHCardinal Health Inc Com
Recent Activity
Increased 346.86%
0.13%
$226,724
1,917 shares@ $118.28 avg price