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
3899⤦Grayscale Bitcoin Mini Trust (btc) Recent Activity Exited	0%	$1,323 235 shares@ $5.63 avg price	Exited
PENNPenn Entertainment Inc Com Recent Activity Exited	0%	$1,132 60 shares@ $18.87 avg price	Exited
PRMFFPerimeter Solutions Sa Common Stock Recent Activity Exited	0%	$1,009 75 shares@ $13.46 avg price	Exited
ALBAlbemarle Corp Com Recent Activity Exited	0%	$947 10 shares@ $94.7 avg price	Exited
TDToronto Dominion Bk Ont Com New Recent Activity Exited	0%	$633 10 shares@ $63.3 avg price	Exited
HPQHp Inc Com Recent Activity Exited	0%	$538 15 shares@ $35.87 avg price	Exited
CSCOCisco Sys Inc Com Recent Activity Exited	0%	$532 10 shares@ $53.2 avg price	Exited
NHINational Health Invs Inc Com Recent Activity Exited	0%	$336 4 shares@ $84.0 avg price	Exited
HPEHewlett Packard Enterprise Co Com Recent Activity Exited	0%	$307 15 shares@ $20.47 avg price	Exited
CMECme Group Inc Com Recent Activity Exited	0%	$221 1 shares@ $221.0 avg price	Exited