Christy Horlacher

@Carolina Wealth Advisors, Llc

Latest period2024 - Q4

Reported5d 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
VACMarriott Vacations Worldwide C Com Recent Activity Exited	0%	$1,984 27 shares@ $73.49 avg price	Exited
OKEOneok Inc New Com Recent Activity Exited	0%	$1,823 20 shares@ $91.15 avg price	Exited
HBIHanesbrands Inc Com Recent Activity Exited	0%	$1,823 248 shares@ $7.36 avg price	Exited
VLOValero Energy Corp Com Recent Activity Exited	0%	$1,755 13 shares@ $135.0 avg price	Exited
HASHasbro Inc Com Recent Activity Exited	0%	$1,736 24 shares@ $72.34 avg price	Exited
NLYAnnaly Capital Management Inc Com New Recent Activity Exited	0%	$1,646 82 shares@ $20.08 avg price	Exited
XLEEnergy Select Sector Spdr Fund Recent Activity Exited	0%	$1,493 17 shares@ $87.83 avg price	Exited
DJTTrump Media & Technology Group Com Recent Activity Exited	0%	$1,414 88 shares@ $16.07 avg price	Exited
SAVACassava Sciences Inc Com Recent Activity Exited	0%	$1,413 48 shares@ $29.44 avg price	Exited
BEPCBrookfield Renewable Corp Cl A Sub Vtg Recent Activity Exited	0%	$1,372 42 shares@ $32.67 avg price	Exited