Barry Investment Advisors as of March 31, 2020
Portfolio Holdings for Barry Investment Advisors
Barry Investment Advisors holds 68 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares Lehman 1-3 Year Treas.Bond (SHY) | 12.9 | $26M | 301k | 86.67 | |
| Vanguard Malvern Fds strm infproidx (VTIP) | 11.3 | $23M | 468k | 48.72 | |
| Japan Smaller Capitalizaion Fund (JOF) | 4.7 | $9.6M | 1.4M | 7.05 | |
| Digital Realty Trust (DLR) | 4.3 | $8.8M | 63k | 138.92 | |
| Easterly Government Properti reit | 4.2 | $8.5M | 345k | 24.64 | |
| General Mills (GIS) | 3.9 | $7.9M | 149k | 52.77 | |
| WisdomTree India Earnings Fund (EPI) | 3.7 | $7.6M | 467k | 16.20 | |
| Johnson & Johnson (JNJ) | 3.6 | $7.4M | 56k | 131.13 | |
| National Grid (NGG) | 3.6 | $7.2M | 124k | 58.27 | |
| Pfizer (PFE) | 3.5 | $7.0M | 215k | 32.64 | |
| 3M Company (MMM) | 3.4 | $6.9M | 51k | 136.52 | |
| Vanguard Europe Pacific ETF (VEA) | 3.4 | $6.8M | 204k | 33.34 | |
| Intel Corporation (INTC) | 3.4 | $6.8M | 126k | 54.12 | |
| Oracle Corporation (ORCL) | 3.1 | $6.2M | 128k | 48.33 | |
| Starwood Property Trust (STWD) | 2.8 | $5.7M | 557k | 10.25 | |
| International Business Machines (IBM) | 2.8 | $5.7M | 51k | 110.93 | |
| Total (TTE) | 2.5 | $5.0M | 135k | 37.24 | |
| Apple (AAPL) | 2.3 | $4.7M | 19k | 254.29 | |
| Walt Disney Company (DIS) | 2.3 | $4.6M | 48k | 96.61 | |
| Manulife Finl Corp (MFC) | 1.5 | $3.0M | 241k | 12.54 | |
| Viacomcbs (PARA) | 1.4 | $2.9M | 204k | 14.23 | |
| FedEx Corporation (FDX) | 1.2 | $2.5M | 20k | 121.88 | |
| Walgreen Boots Alliance | 1.2 | $2.4M | 52k | 45.75 | |
| Global X Fds glbl x mlp etf | 1.2 | $2.4M | 753k | 3.15 | |
| Royal Dutch Shell | 1.2 | $2.3M | 67k | 34.88 | |
| Jp Morgan Alerian Mlp Index | 0.9 | $1.9M | 211k | 9.03 | |
| Sch Fnd Intl Lg Etf (FNDF) | 0.9 | $1.8M | 85k | 21.03 | |
| Sprott Physical Gold & S (CEF) | 0.5 | $987k | 68k | 14.62 | |
| Laboratory Corp. of America Holdings | 0.5 | $930k | 7.4k | 126.39 | |
| Sch Us Mid-cap Etf etf (SCHM) | 0.4 | $888k | 21k | 42.15 | |
| Wisdomtree Tr blmbrg fl tr | 0.4 | $879k | 35k | 25.12 | |
| Gilead Sciences (GILD) | 0.4 | $871k | 12k | 74.78 | |
| Western Digital (WDC) | 0.4 | $849k | 20k | 41.64 | |
| Vanguard Value ETF (VTV) | 0.4 | $772k | 8.7k | 89.01 | |
| Vanguard Total Bond Market ETF (BND) | 0.3 | $620k | 7.3k | 85.42 | |
| SPDR Gold Trust (GLD) | 0.3 | $606k | 4.1k | 148.06 | |
| iShares Dow Jones US Aerospace & Def.ETF (ITA) | 0.3 | $604k | 4.2k | 143.81 | |
| Eversource Energy (ES) | 0.3 | $507k | 6.5k | 78.16 | |
| Hasbro (HAS) | 0.2 | $504k | 7.0k | 71.58 | |
| Amgen (AMGN) | 0.2 | $491k | 2.4k | 202.72 | |
| Schwab Strategic Tr us aggregate b (SCHZ) | 0.2 | $470k | 8.7k | 54.30 | |
| WisdomTree Japan SmallCap Div (DFJ) | 0.2 | $449k | 7.7k | 58.12 | |
| Alerian Mlp Etf | 0.2 | $448k | 130k | 3.44 | |
| Pacer Fds Tr us cash cows 100 (COWZ) | 0.2 | $396k | 18k | 22.10 | |
| Procter & Gamble Company (PG) | 0.2 | $391k | 3.6k | 110.08 | |
| PIMCO Enhanced Short Mat Str Fund ETF (MINT) | 0.2 | $386k | 3.9k | 99.08 | |
| iShares Silver Trust (SLV) | 0.2 | $377k | 29k | 13.04 | |
| Washington Trust Ban (WASH) | 0.2 | $375k | 10k | 37.05 | |
| Vanguard REIT ETF (VNQ) | 0.2 | $369k | 5.3k | 69.86 | |
| Bank of America Corporation (BAC) | 0.2 | $357k | 17k | 21.21 | |
| Archer Daniels Midland Company (ADM) | 0.2 | $344k | 9.8k | 35.18 | |
| Loews Corporation (L) | 0.2 | $319k | 9.2k | 34.84 | |
| Cisco Systems (CSCO) | 0.2 | $318k | 8.1k | 39.32 | |
| Southwest Airlines (LUV) | 0.1 | $290k | 8.1k | 35.65 | |
| Magna Intl Inc cl a (MGA) | 0.1 | $282k | 8.8k | 31.87 | |
| Berkshire Hathaway (BRK.A) | 0.1 | $272k | 1.00 | 272000.00 | |
| Corning Incorporated (GLW) | 0.1 | $268k | 13k | 20.57 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $257k | 6.8k | 37.92 | |
| Vanguard Extended Duration ETF (EDV) | 0.1 | $235k | 1.4k | 167.98 | |
| CSX Corporation (CSX) | 0.1 | $229k | 4.0k | 57.39 | |
| Amazon (AMZN) | 0.1 | $207k | 106.00 | 1952.83 | |
| Qualcomm (QCOM) | 0.1 | $201k | 3.0k | 67.81 | |
| Aberdeen Standard Physical Swiss Gold Shares Etf etf (SGOL) | 0.1 | $186k | 12k | 15.11 | |
| Mizuho Financial (MFG) | 0.1 | $180k | 78k | 2.31 | |
| General Electric Company | 0.1 | $113k | 14k | 7.94 | |
| Ford Motor Company (F) | 0.1 | $104k | 22k | 4.81 | |
| Colony Cap Inc New cl a | 0.1 | $103k | 59k | 1.75 | |
| Colony Cr Real Estate Inc Com Cl A reit | 0.0 | $92k | 23k | 4.02 |