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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
DXCDxc Technology Co Com
Recent Activity
Decreased -3.11%
0.04%
$73,926
3,700 shares@ $19.98 avg price
HLFHerbalife Ltd Com Shs
Recent Activity
Decreased -2.86%
0.04%
$70,285
10,506 shares@ $6.69 avg price
UPBDUpbound Group Inc Com
Recent Activity
Decreased -2.75%
0.04%
$70,037
2,401 shares@ $29.17 avg price
SNPEXtrackers S&p 500 Esg Etf
Recent Activity
Decreased -4.01%
0.04%
$63,604
1,194 shares@ $53.27 avg price
TGTTarget Corp Com
Recent Activity
Decreased -10.4%
0.04%
$62,859
465 shares@ $135.19 avg price
ESGGFlexshares Stoxx Global Esg Select Index Fund
Recent Activity
Decreased -3.02%
0.04%
$59,318
353 shares@ $168.04 avg price
VTLEVital Energy Inc Com
Recent Activity
Decreased -3.04%
0.03%
$48,173
1,558 shares@ $30.92 avg price
DISDisney Walt Co Com
Recent Activity
Decreased -6.59%
0.03%
$45,784
411 shares@ $111.4 avg price
PARRPar Pac Holdings Inc Com New
Recent Activity
Decreased -2.85%
0.03%
$45,171
2,756 shares@ $16.4 avg price
APAApa Corporation Com
Recent Activity
Decreased -2.91%
0.03%
$44,610
1,932 shares@ $23.1 avg price