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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
STZConstellation Brands Inc Cl A
Recent Activity
Decreased -50%
0.01%
$4,420
20 shares@ $221.0 avg price
MLMMartin Marietta Matls Inc Com
Recent Activity
Decreased -76.92%
0.01%
$3,099
6 shares@ $516.5 avg price
BABAAlibaba Group Hldg Ltd Sponsored Ads
Recent Activity
Decreased -56.66%
0.01%
$1,102
13 shares@ $84.77 avg price
SHWSherwin Williams Co Com
Recent Activity
Decreased -91.66%
0.01%
$1,020
3 shares@ $340.0 avg price
XUnited States Stl Corp New Com
Recent Activity
Decreased -99.04%
0.01%
$782
23 shares@ $34.0 avg price
INTCIntel Corp Com
Recent Activity
Decreased -98.76%
0.01%
$100
5 shares@ $20.0 avg price