Barry Investment Advisors

Barry Investment Advisors as of March 31, 2025

Portfolio Holdings for Barry Investment Advisors

Barry Investment Advisors holds 106 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Long Term Treas (VGLT) 9.3 $35M 610k 57.61
Vanguard Whitehall Fds Intl High Etf (VYMI) 7.7 $29M 396k 73.69
Schwab Strategic Tr Fundamental Intl (FNDF) 7.3 $28M 765k 36.14
Vaneck Etf Trust Gold Miners Etf (GDX) 7.0 $27M 576k 45.97
Invesco Exchange Traded Fd T Dj Indl Avg Dv (DJD) 4.7 $18M 332k 52.83
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 4.2 $16M 357k 44.26
First Tr Exchange-traded No Amer Energy (EMLP) 4.2 $16M 419k 37.49
Flexshares Tr Mornstar Upstr (GUNR) 3.5 $13M 339k 38.81
Ishares Msci Jpn Etf New (EWJ) 3.5 $13M 192k 68.56
Global X Fds Glbl X Mlp Etf (MLPA) 2.6 $9.7M 183k 53.23
Cisco Systems (CSCO) 2.4 $9.1M 148k 61.71
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.4 $9.1M 202k 45.26
Spdr Gold Tr Gold Shs (GLD) 2.0 $7.5M 26k 288.14
Johnson & Johnson (JNJ) 2.0 $7.4M 45k 165.84
Raytheon Technologies Corp (RTX) 1.9 $7.2M 54k 132.46
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 1.8 $6.8M 58k 115.95
Spdr Ser Tr Ice Pfd Sec Etf (PSK) 1.7 $6.4M 198k 32.39
Wisdomtree Tr Jp Smallcp Div (DFJ) 1.7 $6.3M 80k 79.27
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.5 $5.5M 198k 27.96
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 1.5 $5.5M 137k 40.29
Nuveen Insured Tax-Free Adv Munici (NEA) 1.3 $5.0M 445k 11.27
Apple (AAPL) 1.3 $4.9M 22k 222.13
Ishares Tr Europe Etf (IEV) 1.2 $4.6M 79k 58.20
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.2 $4.6M 25k 186.29
Manulife Finl Corp (MFC) 1.1 $4.2M 134k 31.15
Vanguard Malvern Fds Core Bd Etf (VCRB) 1.1 $4.1M 53k 77.43
Totalenergies Se Sponsored Ads (TTE) 1.1 $4.1M 63k 65.54
Vaneck Etf Trust Agribusiness Etf (MOO) 1.1 $4.1M 61k 67.89
Fidelity Covington Trust Msci Hlth Care I (FHLC) 1.0 $4.0M 58k 68.32
Pfizer (PFE) 1.0 $3.9M 155k 25.34
Ishares Msci Gbl Etf New (PICK) 0.9 $3.5M 99k 35.88
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.9 $3.5M 69k 50.83
Ishares Tr Mortge Rel Etf (REM) 0.9 $3.3M 146k 22.44
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.7 $2.8M 61k 45.83
Alps Etf Tr Alerian Mlp (AMLP) 0.6 $2.2M 42k 51.94
Fidelity Covington Trust High Divid Etf (FDVV) 0.5 $2.1M 41k 49.60
Ishares Msci Singpor Etf (EWS) 0.5 $2.0M 86k 23.76
Dimensional Etf Trust World Equity Etf (DFAW) 0.4 $1.6M 26k 61.28
Shell Spon Ads (SHEL) 0.4 $1.5M 21k 73.27
Global X Fds Gbl X Ftse Etf (ASEA) 0.4 $1.4M 89k 15.67
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.4 $1.4M 17k 82.94
Dimensional Etf Trust Short Duration F (DFSD) 0.3 $1.3M 28k 47.52
Japan Smaller Capitalizaion Fund (JOF) 0.3 $1.3M 151k 8.39
Ishares Tr Msci Uk Etf New (EWU) 0.3 $1.2M 33k 37.47
Etf Ser Solutions Distillate Us (DSTL) 0.3 $1.2M 22k 54.24
Merck & Co (MRK) 0.3 $1.1M 13k 90.56
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.3 $1.0M 12k 82.73
Ishares Msci Germany Etf (EWG) 0.3 $1.0M 27k 37.08
Phillips 66 (PSX) 0.3 $1.0M 8.2k 123.48
Vanguard Index Fds Value Etf (VTV) 0.3 $972k 5.6k 172.75
Lifemd (LFMD) 0.3 $970k 178k 5.44
GSK Sponsored Adr (GSK) 0.2 $800k 20k 39.15
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $798k 1.00 798442.00
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.2 $758k 43k 17.59
Exxon Mobil Corporation (XOM) 0.2 $719k 6.0k 118.93
Procter & Gamble Company (PG) 0.2 $712k 4.2k 170.40
Dimensional Etf Trust Intl Core Equity (DFIC) 0.2 $691k 25k 27.77
Chevron Corporation (CVX) 0.2 $667k 4.0k 167.30
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.2 $650k 6.5k 99.89
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.2 $637k 19k 33.50
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $618k 4.8k 128.97
National Grid Sponsored Adr Ne (NGG) 0.2 $607k 9.2k 65.61
Qualcomm (QCOM) 0.2 $602k 3.9k 153.61
Labcorp Holdings Com Shs (LH) 0.2 $591k 2.5k 232.72
Bristol Myers Squibb (BMY) 0.1 $553k 9.1k 60.99
Amgen (AMGN) 0.1 $541k 1.7k 311.62
First Tr Exchange-traded Growth Strength (FTGS) 0.1 $528k 18k 29.75
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $499k 16k 30.73
American Electric Power Company (AEP) 0.1 $490k 4.5k 109.27
General Mills (GIS) 0.1 $488k 8.2k 59.79
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $473k 14k 32.99
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $461k 5.9k 78.85
Nuveen Div. Advantage Muni. Fund (NAD) 0.1 $459k 40k 11.60
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $456k 5.0k 91.03
Ishares Tr Glob Hlthcre Etf (IXJ) 0.1 $442k 4.8k 91.20
Abbvie (ABBV) 0.1 $411k 2.0k 209.57
Bank of America Corporation (BAC) 0.1 $378k 9.0k 41.73
CSX Corporation (CSX) 0.1 $354k 12k 29.43
Amazon (AMZN) 0.1 $343k 1.8k 190.26
NVIDIA Corporation (NVDA) 0.1 $342k 3.2k 108.37
Eversource Energy (ES) 0.1 $336k 5.4k 62.11
Pepsi (PEP) 0.1 $321k 2.1k 149.93
First Tr Exchange Traded Nasd Tech Div (TDIV) 0.1 $307k 4.2k 73.62
Microsoft Corporation (MSFT) 0.1 $306k 816.00 375.18
Altria (MO) 0.1 $306k 5.1k 60.02
Sprott Etf Trust Gold Miners Etf (SGDM) 0.1 $303k 8.0k 37.94
Astrazeneca Sponsored Adr (AZN) 0.1 $296k 4.0k 73.49
Alphabet Cap Stk Cl C (GOOG) 0.1 $279k 1.8k 156.19
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $277k 5.5k 49.90
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $263k 493.00 532.58
Alphabet Cap Stk Cl A (GOOGL) 0.1 $255k 1.6k 154.66
Abbott Laboratories (ABT) 0.1 $253k 1.9k 132.66
Chubb (CB) 0.1 $249k 822.00 302.78
Enterprise Products Partners (EPD) 0.1 $242k 7.1k 34.14
Novartis Sponsored Adr (NVS) 0.1 $234k 2.1k 111.48
Simon Property (SPG) 0.1 $232k 1.4k 166.08
Ishares Tr Msci Jp Value (EWJV) 0.1 $230k 6.9k 33.27
Cigna Corp (CI) 0.1 $219k 666.00 328.95
Meta Platforms Cl A (META) 0.1 $218k 378.00 576.21
Rio Tinto Sponsored Adr (RIO) 0.1 $213k 3.5k 61.35
International Paper Company (IP) 0.1 $209k 3.9k 53.36
Nb Bancorp (NBBK) 0.0 $181k 10k 18.07
Ford Motor Company (F) 0.0 $134k 13k 10.03
Mizuho Financial Group Sponsored Adr (MFG) 0.0 $97k 18k 5.51
Gamco Global Gold Nat Res & Com Sh Ben Int (GGN) 0.0 $50k 11k 4.37
Ring Energy (REI) 0.0 $12k 10k 1.15