Barry Investment Advisors as of March 31, 2018
Portfolio Holdings for Barry Investment Advisors
Barry Investment Advisors holds 69 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Malvern Fds strm infproidx (VTIP) | 8.4 | $22M | 451k | 48.91 | |
| Japan Smaller Capitalizaion Fund (JOF) | 8.0 | $21M | 1.7M | 12.29 | |
| WisdomTree Japan Total Dividend (DXJ) | 6.5 | $17M | 308k | 56.01 | |
| Vanguard Long-Term Bond ETF (BLV) | 5.6 | $15M | 164k | 90.91 | |
| Intel Corporation (INTC) | 5.0 | $13M | 256k | 52.08 | |
| WisdomTree India Earnings Fund (EPI) | 4.8 | $13M | 482k | 26.22 | |
| Starwood Property Trust (STWD) | 4.4 | $12M | 556k | 20.95 | |
| ETFS Gold Trust | 4.1 | $11M | 84k | 128.31 | |
| Via | 3.9 | $10M | 331k | 31.06 | |
| Pfizer (PFE) | 3.9 | $10M | 290k | 35.49 | |
| Corning Incorporated (GLW) | 3.7 | $9.8M | 352k | 27.88 | |
| Total | 3.3 | $8.7M | 150k | 57.69 | |
| At&t (T) | 3.2 | $8.4M | 235k | 35.65 | |
| Vanguard Europe Pacific ETF (VEA) | 3.0 | $8.0M | 181k | 44.25 | |
| Xerox | 2.8 | $7.3M | 252k | 28.78 | |
| Walt Disney Company (DIS) | 2.6 | $7.0M | 69k | 100.43 | |
| Walgreen Boots Alliance | 2.6 | $6.9M | 106k | 65.47 | |
| Archer Daniels Midland Company (ADM) | 2.4 | $6.3M | 145k | 43.37 | |
| Merck & Co (MRK) | 2.0 | $5.3M | 97k | 54.47 | |
| China Mobile | 1.8 | $4.7M | 103k | 45.75 | |
| Manulife Finl Corp (MFC) | 1.5 | $3.9M | 211k | 18.58 | |
| Korea Electric Power Corporation (KEP) | 1.4 | $3.8M | 244k | 15.39 | |
| Royal Dutch Shell | 1.4 | $3.7M | 58k | 63.82 | |
| Duke Energy (DUK) | 1.4 | $3.7M | 48k | 77.47 | |
| Exxon Mobil Corporation (XOM) | 1.2 | $3.2M | 43k | 74.61 | |
| Verizon Communications (VZ) | 1.1 | $3.0M | 62k | 47.81 | |
| Chubb (CB) | 0.7 | $1.9M | 14k | 136.80 | |
| Sprott Physical Gold & S (CEF) | 0.7 | $1.7M | 131k | 13.22 | |
| Tata Motors | 0.6 | $1.5M | 58k | 25.70 | |
| Laboratory Corp. of America Holdings | 0.6 | $1.4M | 8.9k | 161.80 | |
| Sch Fnd Intl Lg Etf (FNDF) | 0.5 | $1.2M | 40k | 29.99 | |
| Utilities SPDR (XLU) | 0.4 | $1.1M | 21k | 50.52 | |
| Johnson & Johnson (JNJ) | 0.4 | $1.0M | 8.1k | 128.12 | |
| Apple (AAPL) | 0.4 | $1.0M | 6.2k | 167.82 | |
| Marathon Petroleum Corp (MPC) | 0.4 | $956k | 13k | 73.09 | |
| iShares Dow Jones US Aerospace & Def.ETF (ITA) | 0.3 | $831k | 4.2k | 197.95 | |
| Gilead Sciences (GILD) | 0.3 | $826k | 11k | 75.42 | |
| Bank of America Corporation (BAC) | 0.3 | $769k | 26k | 29.99 | |
| Vanguard Total Bond Market ETF (BND) | 0.3 | $738k | 9.2k | 79.90 | |
| Mizuho Financial (MFG) | 0.3 | $692k | 187k | 3.70 | |
| iShares S&P Global Utilities Sector (JXI) | 0.2 | $622k | 13k | 49.07 | |
| Hasbro (HAS) | 0.2 | $614k | 7.3k | 84.36 | |
| Western Digital (WDC) | 0.2 | $583k | 6.3k | 92.25 | |
| Magna Intl Inc cl a (MGA) | 0.2 | $592k | 11k | 56.35 | |
| iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.2 | $582k | 7.0k | 83.58 | |
| Loews Corporation (L) | 0.2 | $552k | 11k | 49.77 | |
| International Business Machines (IBM) | 0.2 | $559k | 3.6k | 153.53 | |
| WisdomTree Japan SmallCap Div (DFJ) | 0.2 | $501k | 6.2k | 81.29 | |
| iShares MSCI South Korea Index Fund (EWY) | 0.2 | $505k | 6.7k | 75.44 | |
| WisdomTree Europe SmallCap Div (DFE) | 0.2 | $471k | 6.7k | 69.97 | |
| Eversource Energy (ES) | 0.1 | $369k | 6.3k | 58.99 | |
| Alerian Mlp Etf | 0.1 | $348k | 37k | 9.37 | |
| Dowdupont | 0.1 | $341k | 5.4k | 63.70 | |
| Raytheon Company | 0.1 | $326k | 1.5k | 215.61 | |
| Southern Company (SO) | 0.1 | $310k | 6.9k | 44.71 | |
| Washington Trust Ban (WASH) | 0.1 | $323k | 6.0k | 53.82 | |
| Chevron Corporation (CVX) | 0.1 | $277k | 2.4k | 114.13 | |
| Berkshire Hathaway (BRK.A) | 0.1 | $299k | 1.00 | 299000.00 | |
| American Electric Power Company (AEP) | 0.1 | $277k | 4.0k | 68.72 | |
| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.1 | $257k | 6.8k | 37.60 | |
| Pos (PKX) | 0.1 | $242k | 3.1k | 78.70 | |
| SPDR Gold Trust (GLD) | 0.1 | $244k | 1.9k | 125.64 | |
| CSX Corporation (CSX) | 0.1 | $216k | 3.9k | 55.61 | |
| Symantec Corporation | 0.1 | $221k | 8.6k | 25.82 | |
| United Technologies Corporation | 0.1 | $210k | 1.7k | 125.97 | |
| Vanguard European ETF (VGK) | 0.1 | $223k | 3.8k | 58.27 | |
| Ford Motor Company (F) | 0.1 | $130k | 12k | 11.05 | |
| Novavax | 0.0 | $25k | 12k | 2.08 | |
| Celldex Therapeutics | 0.0 | $23k | 10k | 2.30 |