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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
BLVVanguard Long-term Bond Etf
Recent Activity
Increased 0.09%
13.2%
$24.512M
358,212 shares@ $68.43 avg price
SCHPSchwab Us Tips Etf
Recent Activity
Increased 99.39%
10.99%
$20.42M
790,572 shares@ $25.84 avg price
DKSDicks Sporting Goods Inc Com
Recent Activity
Decreased -1.67%
4.57%
$8.487M
37,089 shares@ $228.85 avg price
PKGPackaging Corp Amer Com
Recent Activity
Decreased -1.64%
4.24%
$7.867M
34,946 shares@ $225.14 avg price
RDNRadian Group Inc Com
Recent Activity
Decreased -1.65%
3.96%
$7.347M
231,630 shares@ $31.73 avg price
WSMWilliams Sonoma Inc Com
Recent Activity
Decreased -1.67%
3.95%
$7.327M
39,568 shares@ $185.18 avg price
AVGOBroadcom Inc Com
Recent Activity
Decreased -3.12%
3.9%
$7.246M
31,254 shares@ $231.84 avg price
FASTFastenal Co Com
Recent Activity
Decreased -1.65%
3.89%
$7.221M
100,414 shares@ $71.92 avg price
ABBVAbbvie Inc Com
Recent Activity
Decreased -1.65%
3.73%
$6.917M
38,926 shares@ $177.7 avg price
IGLBIshares 10 Year Investment Grade Corporate Bond Etf
Recent Activity
Decreased -0.16%
3.41%
$6.336M
128,263 shares@ $49.4 avg price