Coastal Investment Advisors, Inc.
RIA/Wealth
Coastal Investment Advisors, Inc. is a RIA/Wealth based in Wilmington, DE led by Elizabeth Anne Legacy, reporting $343.5M in AUM as of Q3 2025 with 36% ETF concentration.
PresidentElizabeth Anne Legacy
- Portfolio Value
- $298.9M
- Positions
- 326
- Top Holding
- AAPL at 7.12%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Coastal Investment Advisors, Inc.'s portfolio (34.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $21.3M | 7.12% | +$369.5K Bought | 0.00% 83.6K shares | |
Semiconductors Technology | $21.3M | 7.12% | +$630.1K Bought | 0.00% 114.1K shares | |
Specialty Retail Consumer Cyclical | $11.3M | 3.77% | +$538.4K Bought | 0.00% 51.3K shares | |
Software - Infrastructure Technology | $8.2M | 2.75% | +$1.2M Bought | 0.00% 45.0K shares | |
Auto - Manufacturers Consumer Cyclical | $7.4M | 2.47% | -$139.6K Sold | 0.00% 16.6K shares | |
Software - Infrastructure Technology | $7.2M | 2.40% | +$104.1K Bought | 0.00% 13.9K shares | |
Silver Basic Materials | $7.1M | 2.37% | -$397.2K Sold | 0.12% 575.7K shares | |
Internet Content & Information Communication Services | $6.9M | 2.32% | -$84.0K Sold | 0.00% 28.5K shares | |
Semiconductors Technology | $6.1M | 2.05% | -$443.1K Sold | 0.00% 18.6K shares | |
ETF ETF | $5.9M | 1.98% | +$350.2K Bought | — 7.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Coastal Investment Advisors, Inc.'s latest filing
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Reduced Holdings
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Coastal Investment Advisors, Inc.
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