Barry Investment Advisors, LLC Purchases in Q3 2025

Barry Investment Advisors, LLC

  • $423 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
210K
New
$91.44 - $91.77 $19.2M - $19.2M
210K $19.2M
GUNR
Flexshares Tr Morningstar Glob

ETFs
62.5K
+ 15.8%
$40.15 - $43.86 $2.51M - $2.74M
458K $20.1M
FNDF
Schwab Fundamental Intl Large

ETFs
9.38K
+ 1.2%
$39.84 - $43.15 $374K - $405K
794K $34.1M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
8.32K
+ 2.06%
$79.76 - $85.78 $664K - $714K
412K $34.9M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
31.8K
+ 100.75%
$49.78 - $50.75 $1.58M - $1.62M
63.4K $3.21M
VGLT
Vanguard Long Term Treasury Et

ETFs
13.6K
+ 1.91%
$54.21 - $57.41 $735K - $778K
724K $41.2M
EMLP
First Tr Exchange Traded Iv

ETFs
22.6K
+ 5.32%
$36.99 - $38.38 $836K - $867K
447K $17.1M
EWJ
Ishares Msci Japan ETF

ETFs
1.43K
+ 0.71%
$71.69 - $81.49 $102K - $116K
204K $16.3M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
11.6K
+ 3.1%
$42.43 - $45.05 $494K - $525K
388K $17.1M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.61K
+ 0.8%
$49.43 - $54.52 $79.6K - $87.8K
203K $11M
DFJ
Wisdomtree Tr Japan Smallcap D

ETFs
1.11K
+ 1.3%
$84.46 - $96.68 $93.7K - $107K
86.1K $8.17M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
9.49K
+ 48.52%
$82.38 - $83.0 $782K - $788K
29.1K $2.41M
PICK
Ishares Inc Msci Global Select

ETFs
50
+ 0.05%
$37.92 - $44.52 $1.9K - $2.23K
96.4K $4.29M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
18.3K
+ 8.81%
$26.38 - $27.95 $482K - $511K
226K $6.16M
VZ
Verizon Communications Inc

Communication Services
11.5K
New
$40.84 - $45.06 $468K - $516K
11.5K $503K
VBR
Vanguard Small Cap Value ETF

ETFs
530
+ 2.16%
$195.41 - $212.37 $104K - $113K
25.1K $5.23M
DFSD
Dimensional ETF Tr Short Durat

ETFs
8.25K
+ 24.31%
$47.86 - $48.43 $395K - $399K
42.2K $2.03M
JPM
Jpmorgan Chase & CO

Financial Services
1.25K
New
$282.78 - $316.06 $355K - $396K
1.25K $395K
HD
Home Depot, Inc.

Consumer Cyclical
902
New
$357.4 - $423.42 $322K - $382K
902 $365K
MSFT
Microsoft Corp

Technology
619
+ 75.86%
$491.09 - $535.64 $304K - $332K
1.44K $743K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
3.13K
+ 15.92%
$86.07 - $90.74 $270K - $284K
22.8K $2.04M
TJX
Tjx Companies Inc

Consumer Cyclical
1.62K
New
$121.35 - $144.54 $196K - $234K
1.62K $233K
GOOGL
Alphabet Inc.

Communication Services
496
+ 30.08%
$174.36 - $254.72 $86.5K - $126K
2.15K $521K
NEM
Newmont Corp

Basic Materials
2.65K
New
$57.35 - $85.25 $152K - $226K
2.65K $223K
CAT
Caterpillar Inc

Industrials
466
New
$390.92 - $477.15 $182K - $222K
466 $222K
IWR
Ishares Russell Mid Cap ETF

ETFs
2.22K
New
$92.26 - $97.51 $205K - $217K
2.22K $214K
L
Loews Corp

Financial Services
2.08K
New
$89.82 - $100.39 $187K - $209K
2.08K $208K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
1.6K
New
$112.94 - $129.99 $181K - $208K
1.6K $205K
FDVV
Fidelity High Dividend ETF

ETFs
788
+ 1.88%
$52.42 - $55.71 $41.3K - $43.9K
42.7K $2.38M
NVDA
Nvidia Corp

Technology
516
+ 16.25%
$153.3 - $186.58 $79.1K - $96.3K
3.69K $688K
MRK
Merck & Co., Inc.

Healthcare
901
+ 4.8%
$77.6 - $87.37 $69.9K - $78.7K
19.7K $1.65M
MLPA
Global X Mlp ETF

ETFs
10.4K
+ 5.34%
$48.25 - $51.56 $502K - $536K
205K $9.93M
DSTL
ETF Ser Solution Distillate Us

ETFs
1.57K
+ 6.17%
$54.44 - $58.24 $85.6K - $91.6K
27K $1.57M
GOOG
Alphabet Inc.

Communication Services
135
+ 8.04%
$175.16 - $255.24 $23.6K - $34.5K
1.82K $442K
BAC
Bank Of America Corp

Financial Services
2.24K
+ 41.18%
$44.92 - $52.42 $101K - $118K
7.69K $396K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.09K
+ 5.35%
$35.42 - $38.65 $38.6K - $42.1K
21.5K $815K
ASEA
Global X Funds Global X Ftse S

ETFs
719
+ 0.72%
$16.25 - $17.69 $11.7K - $12.7K
100K $1.71M
CVX
Chevron Corp

Energy
27
+ 0.67%
$145.57 - $161.83 $3.93K - $4.37K
4.05K $628K
AEP
American Electric Power CO Inc

Utilities
13
+ 0.25%
$103.26 - $115.0 $1.34K - $1.5K
5.32K $598K
DFIC
Dimensional ETF Tr Dimensional

ETFs
70
+ 0.28%
$30.76 - $33.01 $2.15K - $2.31K
25.3K $828K
MO
Altria Group, Inc.

Consumer Defensive
44
+ 0.86%
$57.75 - $67.68 $2.54K - $2.98K
5.18K $342K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
31
+ 0.21%
$36.04 - $38.78 $1.12K - $1.2K
14.5K $559K
PEP
Pepsico Inc

Consumer Defensive
150
+ 6.99%
$133.81 - $152.16 $20.1K - $22.8K
2.3K $322K
SPG
Simon Property Group Inc

Real Estate
10
+ 0.71%
$159.93 - $187.67 $1.6K - $1.88K
1.42K $265K
GD
General Dynamics Corp

Industrials
2
+ 0.28%
$293.92 - $341.0 $588 - $682
725 $247K
CSX
Csx Corp

Industrials
48
+ 0.4%
$32.05 - $36.52 $1.54K - $1.75K
12.1K $429K
META
Meta Platforms, Inc.

Communication Services
36
+ 9.55%
$695.21 - $791.73 $25K - $28.5K
413 $303K
REI
Ring Energy, Inc.

Energy
15K
+ 150.0%
$0.73 - $1.14 $11K - $17.1K
25K $27K
CGTX
Cognition Therapeutics Inc

Healthcare
10K
New
$0.31 - $3.18 $3.1K - $31.8K
10K $13K
Activity Summary
Buys All Purchases 54 New Holdings 11 Increased Positions 43 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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