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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
RAMPLiveramp Hldgs Inc Com
Recent Activity
Increased 2.24%
0.42%
$777,715
25,608 shares@ $30.38 avg price
DALDelta Air Lines Inc Del Com New
Recent Activity
Increased 1.97%
0.42%
$776,820
12,840 shares@ $60.5 avg price
POSTPost Hldgs Inc Com
Recent Activity
Increased 2.7%
0.42%
$772,605
6,750 shares@ $114.46 avg price
OCOwens Corning New Com
Recent Activity
Increased 2.62%
0.41%
$754,007
4,427 shares@ $170.33 avg price
GLTRAbrdn Physical Precious Metals Basket Shares Etf
Recent Activity
Decreased -14.51%
0.39%
$713,480
6,498 shares@ $109.8 avg price
RNRRenaissancere Hldgs Ltd Com
Recent Activity
Increased 2.76%
0.38%
$695,922
2,797 shares@ $248.82 avg price
FDPFresh Del Monte Produce Inc Ord
Recent Activity
Increased 2.57%
0.35%
$644,374
19,403 shares@ $33.22 avg price
ENSEnersys Com
Recent Activity
Increased 2.61%
0.34%
$614,475
6,648 shares@ $92.44 avg price
PHMPulte Group Inc Com
Recent Activity
Decreased -26.21%
0.33%
$596,990
5,482 shares@ $108.91 avg price
OSKOshkosh Corp Com
Recent Activity
Increased 2.47%
0.32%
$576,314
6,062 shares@ $95.07 avg price