Barry Investment Advisors as of Dec. 31, 2017
Portfolio Holdings for Barry Investment Advisors
Barry Investment Advisors holds 71 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Malvern Fds strm infproidx (VTIP) | 8.2 | $22M | 451k | 48.82 | |
| Japan Smaller Capitalizaion Fund (JOF) | 7.8 | $21M | 1.8M | 11.81 | |
| WisdomTree Japan Total Dividend (DXJ) | 7.1 | $19M | 321k | 59.33 | |
| Vanguard Long-Term Bond ETF (BLV) | 5.8 | $16M | 163k | 95.08 | |
| WisdomTree India Earnings Fund (EPI) | 5.0 | $14M | 484k | 27.84 | |
| Intel Corporation (INTC) | 4.6 | $13M | 270k | 46.16 | |
| Corning Incorporated (GLW) | 4.3 | $12M | 362k | 31.99 | |
| Starwood Property Trust (STWD) | 4.3 | $12M | 541k | 21.35 | |
| Pfizer (PFE) | 4.0 | $11M | 298k | 36.22 | |
| ETFS Gold Trust | 4.0 | $11M | 84k | 126.13 | |
| Via | 3.8 | $10M | 329k | 30.81 | |
| At&t (T) | 3.3 | $8.9M | 228k | 38.88 | |
| Total | 3.1 | $8.4M | 151k | 55.28 | |
| Walt Disney Company (DIS) | 2.8 | $7.5M | 69k | 107.50 | |
| Xerox | 2.7 | $7.3M | 250k | 29.15 | |
| Vanguard Europe Pacific ETF (VEA) | 2.2 | $6.0M | 133k | 44.86 | |
| Archer Daniels Midland Company (ADM) | 2.1 | $5.7M | 143k | 40.08 | |
| Merck & Co (MRK) | 2.0 | $5.4M | 96k | 56.27 | |
| China Mobile | 1.9 | $5.0M | 99k | 50.54 | |
| Korea Electric Power Corporation (KEP) | 1.7 | $4.6M | 260k | 17.71 | |
| Manulife Finl Corp (MFC) | 1.6 | $4.3M | 207k | 20.86 | |
| Omega Healthcare Investors (OHI) | 1.6 | $4.3M | 157k | 27.54 | |
| Duke Energy (DUK) | 1.6 | $4.2M | 50k | 84.11 | |
| Exxon Mobil Corporation (XOM) | 1.4 | $3.7M | 44k | 83.64 | |
| Royal Dutch Shell | 1.3 | $3.6M | 54k | 66.71 | |
| Verizon Communications (VZ) | 1.2 | $3.2M | 61k | 52.92 | |
| Chubb (CB) | 0.9 | $2.4M | 16k | 146.11 | |
| Industries N shs - a - (LYB) | 0.8 | $2.1M | 19k | 110.32 | |
| Tata Motors | 0.8 | $2.0M | 62k | 33.07 | |
| Central Fd Cda Ltd cl a | 0.7 | $1.8M | 137k | 13.40 | |
| Laboratory Corp. of America Holdings | 0.5 | $1.4M | 8.9k | 159.56 | |
| Utilities SPDR (XLU) | 0.5 | $1.4M | 26k | 52.70 | |
| Apple (AAPL) | 0.4 | $1.2M | 6.8k | 169.25 | |
| Johnson & Johnson (JNJ) | 0.4 | $1.1M | 8.0k | 139.66 | |
| Marathon Petroleum Corp (MPC) | 0.4 | $1.1M | 16k | 65.95 | |
| Magna Intl Inc cl a (MGA) | 0.3 | $768k | 14k | 56.64 | |
| iShares Dow Jones US Aerospace & Def.ETF (ITA) | 0.3 | $790k | 4.2k | 188.18 | |
| Bank of America Corporation (BAC) | 0.3 | $757k | 26k | 29.53 | |
| Sch Fnd Intl Lg Etf (FNDF) | 0.3 | $744k | 25k | 30.38 | |
| Gilead Sciences (GILD) | 0.3 | $688k | 9.6k | 71.65 | |
| Mizuho Financial (MFG) | 0.3 | $700k | 192k | 3.64 | |
| Vanguard Total Bond Market ETF (BND) | 0.2 | $641k | 7.9k | 81.60 | |
| Loews Corporation (L) | 0.2 | $565k | 11k | 50.07 | |
| Exelon Corporation (EXC) | 0.2 | $570k | 15k | 39.39 | |
| iShares MSCI South Korea Index Fund (EWY) | 0.2 | $554k | 7.4k | 74.86 | |
| Western Digital (WDC) | 0.2 | $503k | 6.3k | 79.60 | |
| International Business Machines (IBM) | 0.2 | $515k | 3.4k | 153.50 | |
| Alerian Mlp Etf | 0.2 | $490k | 45k | 10.80 | |
| eBay (EBAY) | 0.2 | $456k | 12k | 37.70 | |
| iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.1 | $397k | 4.7k | 83.90 | |
| iShares S&P Global Utilities Sector (JXI) | 0.1 | $417k | 8.4k | 49.49 | |
| Eversource Energy (ES) | 0.1 | $392k | 6.2k | 63.22 | |
| Dowdupont | 0.1 | $378k | 5.3k | 71.17 | |
| Southern Company (SO) | 0.1 | $321k | 6.7k | 48.06 | |
| WisdomTree Japan SmallCap Div (DFJ) | 0.1 | $312k | 3.9k | 80.31 | |
| WisdomTree Europe SmallCap Div (DFE) | 0.1 | $323k | 4.6k | 70.63 | |
| Chevron Corporation (CVX) | 0.1 | $309k | 2.5k | 125.05 | |
| Raytheon Company | 0.1 | $284k | 1.5k | 187.83 | |
| Berkshire Hathaway (BRK.A) | 0.1 | $298k | 1.00 | 298000.00 | |
| American Electric Power Company (AEP) | 0.1 | $295k | 4.0k | 73.51 | |
| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.1 | $260k | 6.8k | 38.04 | |
| Symantec Corporation | 0.1 | $240k | 8.5k | 28.11 | |
| Pos (PKX) | 0.1 | $240k | 3.1k | 78.05 | |
| SPDR Gold Trust (GLD) | 0.1 | $240k | 1.9k | 123.58 | |
| CSX Corporation (CSX) | 0.1 | $213k | 3.9k | 55.04 | |
| United Technologies Corporation | 0.1 | $204k | 1.6k | 127.58 | |
| General Motors Company (GM) | 0.1 | $226k | 5.5k | 40.99 | |
| iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) | 0.1 | $213k | 2.8k | 76.45 | |
| Ford Motor Company (F) | 0.1 | $155k | 12k | 12.49 | |
| Novavax | 0.0 | $15k | 12k | 1.25 | |
| Celldex Therapeutics | 0.0 | $28k | 10k | 2.80 |