Barry Investment Advisors as of Sept. 30, 2017
Portfolio Holdings for Barry Investment Advisors
Barry Investment Advisors holds 70 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Japan Smaller Capitalizaion Fund (JOF) | 10.2 | $28M | 2.2M | 12.55 | |
| Vanguard Malvern Fds strm infproidx (VTIP) | 8.1 | $22M | 445k | 49.45 | |
| WisdomTree Japan Total Dividend (DXJ) | 6.6 | $18M | 327k | 54.70 | |
| Vanguard Long-Term Bond ETF (BLV) | 5.4 | $15M | 156k | 93.77 | |
| WisdomTree India Earnings Fund (EPI) | 4.5 | $12M | 483k | 25.17 | |
| Starwood Property Trust (STWD) | 4.3 | $12M | 534k | 21.72 | |
| Corning Incorporated (GLW) | 4.1 | $11M | 370k | 29.92 | |
| Omega Healthcare Investors (OHI) | 4.0 | $11M | 344k | 31.91 | |
| Pfizer (PFE) | 4.0 | $11M | 300k | 35.70 | |
| Intel Corporation (INTC) | 3.9 | $11M | 276k | 38.08 | |
| ETFS Gold Trust | 3.8 | $10M | 83k | 124.00 | |
| Scripps Networks Interactive | 3.3 | $8.9M | 104k | 85.89 | |
| At&t (T) | 3.2 | $8.7M | 221k | 39.17 | |
| Total (TTE) | 3.0 | $8.1M | 152k | 53.52 | |
| Xerox | 3.0 | $8.1M | 243k | 33.29 | |
| Walt Disney Company (DIS) | 2.4 | $6.6M | 67k | 98.57 | |
| Merck & Co (MRK) | 2.3 | $6.2M | 96k | 64.03 | |
| Archer Daniels Midland Company (ADM) | 2.2 | $6.1M | 144k | 42.51 | |
| China Mobile | 1.7 | $4.7M | 93k | 50.57 | |
| Korea Electric Power Corporation (KEP) | 1.6 | $4.4M | 260k | 16.76 | |
| Duke Energy (DUK) | 1.6 | $4.3M | 51k | 83.93 | |
| Manulife Finl Corp (MFC) | 1.5 | $4.0M | 199k | 20.29 | |
| Exxon Mobil Corporation (XOM) | 1.4 | $3.8M | 46k | 81.98 | |
| Royal Dutch Shell | 1.2 | $3.3M | 55k | 60.58 | |
| Verizon Communications (VZ) | 1.1 | $3.0M | 62k | 49.49 | |
| Vanguard Europe Pacific ETF (VEA) | 1.0 | $2.8M | 64k | 43.41 | |
| Chubb (CB) | 0.8 | $2.3M | 16k | 142.52 | |
| Tata Motors | 0.7 | $1.9M | 61k | 31.26 | |
| Industries N shs - a - (LYB) | 0.7 | $1.9M | 19k | 99.07 | |
| Central Fd Cda Ltd cl a | 0.7 | $1.8M | 139k | 12.67 | |
| Laboratory Corp. of America Holdings | 0.5 | $1.4M | 9.3k | 151.01 | |
| Utilities SPDR (XLU) | 0.5 | $1.4M | 26k | 53.05 | |
| Teva Pharmaceutical Industries (TEVA) | 0.5 | $1.2M | 70k | 17.60 | |
| Johnson & Johnson (JNJ) | 0.4 | $1.1M | 8.1k | 130.00 | |
| Apple (AAPL) | 0.4 | $1.0M | 6.7k | 154.06 | |
| Marathon Petroleum Corp (MPC) | 0.3 | $882k | 16k | 56.06 | |
| Magna Intl Inc cl a (MGA) | 0.3 | $754k | 14k | 53.37 | |
| iShares Dow Jones US Aerospace & Def.ETF (ITA) | 0.3 | $747k | 4.2k | 177.98 | |
| Vanguard Total Bond Market ETF (BND) | 0.3 | $741k | 9.0k | 81.94 | |
| Bank of America Corporation (BAC) | 0.2 | $672k | 27k | 25.33 | |
| Mizuho Financial (MFG) | 0.2 | $690k | 194k | 3.55 | |
| Gilead Sciences (GILD) | 0.2 | $620k | 7.7k | 81.05 | |
| iShares Lehman Aggregate Bond (AGG) | 0.2 | $636k | 5.8k | 109.66 | |
| Exelon Corporation (EXC) | 0.2 | $557k | 15k | 37.70 | |
| iShares MSCI South Korea Index Fund (EWY) | 0.2 | $566k | 8.2k | 69.01 | |
| Loews Corporation (L) | 0.2 | $540k | 11k | 47.88 | |
| Western Digital (WDC) | 0.2 | $547k | 6.3k | 86.40 | |
| eBay (EBAY) | 0.2 | $485k | 13k | 38.49 | |
| International Business Machines (IBM) | 0.2 | $478k | 3.3k | 145.02 | |
| Alerian Mlp Etf | 0.2 | $498k | 44k | 11.22 | |
| CVS Caremark Corporation (CVS) | 0.2 | $474k | 5.8k | 81.37 | |
| Ishares Tr core strm usbd (ISTB) | 0.2 | $452k | 9.0k | 50.22 | |
| Ishares U S Etf Tr Short Matur sht mat bd etf (NEAR) | 0.2 | $453k | 9.0k | 50.33 | |
| Eversource Energy (ES) | 0.1 | $372k | 6.2k | 60.45 | |
| Southern Company (SO) | 0.1 | $325k | 6.6k | 49.08 | |
| Chevron Corporation (CVX) | 0.1 | $295k | 2.5k | 117.30 | |
| Symantec Corporation | 0.1 | $293k | 8.9k | 32.76 | |
| American Electric Power Company (AEP) | 0.1 | $290k | 4.1k | 70.15 | |
| Raytheon Company | 0.1 | $282k | 1.5k | 186.51 | |
| Berkshire Hathaway (BRK.A) | 0.1 | $275k | 1.00 | 275000.00 | |
| Sanderson Farms | 0.1 | $258k | 1.6k | 161.35 | |
| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.1 | $265k | 6.8k | 38.77 | |
| SPDR Gold Trust (GLD) | 0.1 | $236k | 1.9k | 121.52 | |
| CSX Corporation (CSX) | 0.1 | $220k | 4.1k | 54.15 | |
| Pos (PKX) | 0.1 | $216k | 3.1k | 69.36 | |
| General Motors Company (GM) | 0.1 | $222k | 5.5k | 40.37 | |
| Ford Motor Company (F) | 0.1 | $148k | 12k | 12.00 | |
| Aberdeen Asia-Pacific Income Fund | 0.1 | $132k | 26k | 5.14 | |
| Novavax | 0.0 | $14k | 12k | 1.17 | |
| Celldex Therapeutics | 0.0 | $29k | 10k | 2.90 |