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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
LLYEli Lilly & Co Com
Recent Activity
Increased 108.64%
0.13%
$223,880
290 shares@ $772.0 avg price
VRSKVerisk Analytics Inc Com
Recent Activity
Increased 330.86%
0.13%
$223,098
810 shares@ $275.43 avg price
CORCencora Inc Com
Recent Activity
Increased 270.31%
0.12%
$221,310
985 shares@ $224.69 avg price
MSIMotorola Solutions Inc Com New
Recent Activity
Increased 337.62%
0.12%
$220,484
477 shares@ $462.24 avg price
CLXClorox Co Del Com
Recent Activity
Increased 345.77%
0.12%
$213,569
1,315 shares@ $162.41 avg price
MANHManhattan Associates Inc Com
Recent Activity
Increased 342.94%
0.12%
$211,868
784 shares@ $270.24 avg price
PDDPdd Holdings Inc Sponsored Ads
Recent Activity
Increased 347.12%
0.12%
$210,759
2,173 shares@ $96.99 avg price
OTISOtis Worldwide Corp Com
Recent Activity
Increased 347.63%
0.12%
$209,762
2,265 shares@ $92.62 avg price
BKNGBooking Holdings Inc Com
Recent Activity
Increased 200%
0.11%
$193,768
39 shares@ $4968.42 avg price
AZOAutozone Inc Com
Recent Activity
Increased 246.67%
0.09%
$166,504
52 shares@ $3202.0 avg price