Barry Investment Advisors, LLC Incresed Positions in Q4 2024

Barry Investment Advisors, LLC

  • $304 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EMLP
First Tr Exchange Traded Iv

ETFs
9.41K
+ 2.3%
$33.69 - $38.24 $317K - $360K
418K $14.9M
CSCO
Cisco Systems, Inc.

Technology
602
+ 0.4%
$52.45 - $60.02 $31.6K - $36.1K
152K $8.97M
MLPA
Global X Mlp ETF

ETFs
8.49K
+ 5.09%
$47.44 - $52.61 $403K - $446K
175K $8.65M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
12.9K
+ 31.26%
$44.87 - $46.86 $578K - $604K
54.1K $2.43M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
117K
+ 246.04%
$26.93 - $84.95 $3.16M - $9.95M
165K $4.5M
FPE
First Tr Pfd Secs & Income ETF

ETFs
24.7K
+ 107.27%
$17.65 - $18.18 $435K - $449K
47.7K $843K
DJD
Invesco Exchange Traded Fd Tr

ETFs
18.9K
+ 6.18%
$50.65 - $54.19 $957K - $1.02M
325K $16.5M
DFSD
Dimensional ETF Tr Short Durat

ETFs
3.03K
+ 15.16%
$46.75 - $47.8 $142K - $145K
23K $1.08M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.5K
+ 3.68%
$46.48 - $51.32 $69.6K - $76.9K
42.3K $2.03M
EWS
Ishares Inc Msci Singapore ETF

ETFs
6.06K
+ 7.53%
$21.36 - $23.24 $129K - $141K
86.5K $1.89M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
666
+ 10.85%
$103.6 - $112.52 $69K - $74.9K
6.8K $713K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
19.7K
+ 6.04%
$43.02 - $47.32 $848K - $933K
346K $15M
DSTL
ETF Ser Solution Distillate Us

ETFs
1.32K
+ 8.99%
$54.74 - $58.88 $72.1K - $77.5K
16K $877K
NVDA
Nvidia Corp

Technology
30
+ 0.96%
$117.0 - $148.88 $3.51K - $4.47K
3.15K $423K
GOOG
Alphabet Inc.

Communication Services
2
+ 0.11%
$163.08 - $198.16 $326 - $396
1.79K $340K
GOOGL
Alphabet Inc.

Communication Services
1
+ 0.06%
$161.86 - $196.66 $162 - $197
1.7K $321K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
1.67K
+ 13.26%
$79.93 - $88.06 $133K - $147K
14.2K $1.14M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
4.46K
+ 12.23%
$11.39 - $12.41 $50.8K - $55.4K
40.9K $477K
VBR
Vanguard Small Cap Value ETF

ETFs
430
+ 1.79%
$197.36 - $217.3 $84.9K - $93.4K
24.5K $4.85M
NGG
National Grid PLC

Utilities
1.59K
+ 21.2%
$57.68 - $70.03 $91.5K - $111K
9.07K $539K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
653
+ 5.76%
$35.45 - $40.33 $23.1K - $26.3K
12K $429K
EPD
Enterprise Products Partners L.P.

Energy
1
+ 0.01%
$28.66 - $34.43 $28.7 - $34.4
7.09K $222K
FDVV
Fidelity High Dividend ETF

ETFs
813
+ 2.06%
$49.66 - $52.63 $40.4K - $42.8K
40.3K $2.01M
META
Meta Platforms, Inc.

Communication Services
5
+ 1.31%
$554.08 - $632.68 $2.77K - $3.16K
388 $228K
MO
Altria Group, Inc.

Consumer Defensive
48
+ 0.96%
$49.06 - $57.74 $2.35K - $2.77K
5.05K $263K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
45
+ 0.32%
$33.92 - $36.6 $1.53K - $1.65K
14.3K $495K
FTGS
First Tr Exchange Traded Fd Gr
751
+ 4.37%
N/A
17.9K $0
Gsk PLC
1.74K
+ 9.3%
N/A
20.5K $0
Dimensional ETF Trust
1.08K
+ 6.19%
N/A
18.5K $0
EWJV
Ishares Tr Msci Japan Value Et
1
+ 0.01%
N/A
6.92K $0
Vanguard Malvern Fds
29K
+ 173.46%
N/A
45.8K $0
F
Ford Motor CO

Consumer Cyclical
661
+ 5.22%
$9.69 - $11.4 $6.41K - $7.54K
13.3K $131K
MSFT
Microsoft Corp

Technology
4
+ 0.49%
$406.35 - $454.46 $1.63K - $1.82K
815 $343K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
18
+ 0.29%
$48.33 - $49.08 $870 - $883
6.13K $296K
TDIV
First Trust Nasdaq Technology

ETFs
10
+ 0.24%
$78.03 - $82.13 $780 - $821
4.18K $328K
GIS
General Mills Inc

Consumer Defensive
968
+ 13.46%
$62.78 - $74.62 $60.8K - $72.2K
8.16K $520K
CSX
Csx Corp

Industrials
42
+ 0.35%
$31.58 - $36.88 $1.33K - $1.55K
12K $385K
EWG
Ishares Msci Germany ETF

ETFs
692
+ 2.6%
$31.27 - $33.44 $21.6K - $23.1K
27.3K $867K
STZ
Constellation Brands, Inc.

Consumer Defensive
1
+ 0.1%
$219.66 - $257.62 $220 - $258
983 $217K
ABBV
Abb Vie Inc.

Healthcare
2
+ 0.1%
$164.99 - $203.87 $330 - $408
1.96K $347K
UNH
Unitedhealth Group Inc

Healthcare
3
+ 0.54%
$485.52 - $625.25 $1.46K - $1.88K
555 $280K
DFIC
Dimensional ETF Tr Dimensional

ETFs
107
+ 0.43%
$25.61 - $28.0 $2.74K - $3K
24.8K $641K
ES
Eversource Energy

Utilities
1
+ 0.02%
$55.9 - $67.73 $55.9 - $67.7
5.41K $310K
ASEA
Global X Funds Global X Ftse S

ETFs
1.89K
+ 2.91%
$15.95 - $17.48 $30.1K - $33K
66.8K $1.07M
IXJ
Ishares Global Healthcare ETF

ETFs
11
+ 0.2%
$85.65 - $98.34 $942 - $1.08K
5.5K $472K
PICK
Ishares Inc Msci Global Select

ETFs
13.6K
+ 18.53%
$34.86 - $43.59 $476K - $595K
87.3K $3.05M
DFJ
Wisdomtree Tr Japan Smallcap D

ETFs
3.24K
+ 4.29%
$74.01 - $80.93 $240K - $262K
78.7K $5.91M
RTX
Raytheon Technologies Corp

Industrials
518
+ 0.95%
$114.45 - $127.21 $59.3K - $65.9K
55K $6.37M
REM
Ishares Tr Mtg Real Estate ETF

ETFs
1.24K
+ 0.88%
$21.0 - $23.52 $26.1K - $29.2K
143K $3.05M
Activity Summary
Buys All Purchases 57 New Holdings 4 Increased Positions 53 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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