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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
GPROGopro Inc Cl A
Recent Activity
Exited
0%
$82
60 shares@ $1.37 avg price
ZIMVZimvie Inc Com
Recent Activity
Exited
0%
$63
4 shares@ $15.75 avg price
BLCNSiren Etf Trust Siren Nasdaq Nexgen Economy Etf
Recent Activity
Exited
0%
$50
2 shares@ $25.0 avg price
CGCCanopy Growth Corp Com New
Recent Activity
Exited
0%
$48
10 shares@ $4.8 avg price
RICKRci Hospitality Hldgs Inc Com
Recent Activity
Exited
0%
$45
1 shares@ $45.0 avg price
OXACWJetai Inc Com
Recent Activity
Exited
0%
$44
405 shares@ $0.11 avg price
PMCBPharmacyte Biotech Inc Com New
Recent Activity
Exited
0%
$4
2 shares@ $2.0 avg price
9218⤦Vaneck Russia Etf
Recent Activity
Exited
0%
$0
162 shares@ $0.0 avg price