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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
LOWLowes Cos Inc Com
Recent Activity
Decreased -27.82%
0.03%
$40,969
166 shares@ $246.81 avg price
JPMJpmorgan Chase & Co. Com
Recent Activity
Decreased -21.16%
0.02%
$35,717
149 shares@ $239.72 avg price
METAMeta Platforms Inc Cl A
Recent Activity
Decreased -48.27%
0.02%
$35,131
60 shares@ $585.52 avg price
GOOGLAlphabet Inc Cap Stk Cl A
Recent Activity
Decreased -66.6%
0.02%
$34,074
180 shares@ $189.3 avg price
BAHBooz Allen Hamilton Hldg Corp Cl A
Recent Activity
Decreased -69.79%
0.02%
$31,017
241 shares@ $128.71 avg price
CGWInvesco S&p Global Water Index Etf
Recent Activity
Decreased -2.26%
0.02%
$25,745
475 shares@ $54.2 avg price
EQINColumbia U.s. Equity Income Etf
Recent Activity
Decreased -26.18%
0.02%
$24,878
561 shares@ $44.35 avg price
VVisa Inc Com Cl A
Recent Activity
Decreased -81.84%
0.02%
$22,439
71 shares@ $316.05 avg price
KOCoca Cola Co Com
Recent Activity
Decreased -21.52%
0.02%
$21,791
350 shares@ $62.26 avg price
SBUXStarbucks Corp Com
Recent Activity
Decreased -24.09%
0.02%
$20,988
230 shares@ $91.26 avg price