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
SPHSuburban Propane Partners L P Unit Ltd Partn Recent Activity Exited	0%	$4,898 273 shares@ $17.95 avg price	Exited
XAWFXAlliancebernstein Global High Com Recent Activity Exited	0%	$4,355 384 shares@ $11.35 avg price	Exited
ZBHZimmer Biomet Holdings Inc Com Recent Activity Exited	0%	$4,318 40 shares@ $107.95 avg price	Exited
NCLHNorwegian Cruise Line Hldg Ltd Shs Recent Activity Exited	0%	$3,610 176 shares@ $20.52 avg price	Exited
SIRISiriusxm Holdings Inc Common Stock Recent Activity Exited	0%	$3,145 133 shares@ $23.65 avg price	Exited
MHLDMaiden Holdings Ltd Shs Recent Activity Exited	0%	$3,000 1,695 shares@ $1.77 avg price	Exited
IHAKIshares Cybersecurity & Tech Etf Recent Activity Exited	0%	$2,973 61 shares@ $48.74 avg price	Exited
STXSeagate Technology Hldngs Plc Ord Shs Recent Activity Exited	0%	$2,738 25 shares@ $109.52 avg price	Exited
IQIqiyi Inc Sponsored Ads Recent Activity Exited	0%	$2,717 950 shares@ $2.86 avg price	Exited
AMATApplied Matls Inc Com Recent Activity Exited	0%	$2,425 12 shares@ $202.09 avg price	Exited