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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
BFHBread Financial Holdings Inc Com
Recent Activity
Decreased -2.6%
0.08%
$130,119
2,131 shares@ $61.07 avg price
ENVAEnova Intl Inc Com
Recent Activity
Decreased -2.6%
0.07%
$129,054
1,346 shares@ $95.88 avg price
GMGeneral Mtrs Co Com
Recent Activity
Decreased -2.82%
0.07%
$113,572
2,132 shares@ $53.28 avg price
RRyder Sys Inc Com
Recent Activity
Decreased -2.31%
0.07%
$112,625
718 shares@ $156.86 avg price
VTRSViatris Inc Com
Recent Activity
Decreased -4.59%
0.05%
$89,628
7,199 shares@ $12.46 avg price
MTDRMatador Res Co Com
Recent Activity
Decreased -3.08%
0.05%
$86,584
1,539 shares@ $56.26 avg price
MSFTMicrosoft Corp Com
Recent Activity
Decreased -41.12%
0.05%
$83,879
199 shares@ $421.51 avg price
NOGNorthern Oil & Gas Inc Com
Recent Activity
Decreased -2.88%
0.05%
$83,759
2,254 shares@ $37.17 avg price
NVDANvidia Corporation Com
Recent Activity
Decreased -47.86%
0.05%
$81,917
610 shares@ $134.3 avg price
BTUPeabody Energy Corp Com
Recent Activity
Decreased -2.79%
0.05%
$75,635
3,612 shares@ $20.94 avg price