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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
ICLNIshares Global Clean Energy Etf
Recent Activity
Decreased -1.87%
0.01%
$16,706
1,468 shares@ $11.39 avg price
IBMInternational Business Machs Com
Recent Activity
Decreased -96.56%
0.01%
$15,168
69 shares@ $219.83 avg price
CRMSalesforce Inc Com
Recent Activity
Decreased -47.27%
0.01%
$9,696
29 shares@ $334.35 avg price
CRWDCrowdstrike Hldgs Inc Cl A
Recent Activity
Decreased -50%
0.01%
$8,554
25 shares@ $342.16 avg price
DUKDuke Energy Corp New Com New
Recent Activity
Decreased -82.5%
0.01%
$6,788
63 shares@ $107.75 avg price
SOSouthern Co Com
Recent Activity
Decreased -89.93%
0.01%
$6,668
81 shares@ $82.33 avg price
CVXChevron Corp New Com
Recent Activity
Decreased -83.85%
0.01%
$6,663
46 shares@ $144.85 avg price
JNJJohnson & Johnson Com
Recent Activity
Decreased -84.8%
0.01%
$6,219
43 shares@ $144.63 avg price
PCARPaccar Inc Com
Recent Activity
Decreased -99.15%
0.01%
$6,033
58 shares@ $104.02 avg price
VOEVanguard Mid-cap Value Etf
Recent Activity
Decreased -18.6%
0.01%
$5,662
35 shares@ $161.78 avg price