Barry Investment Advisors, LLC Incresed Positions in Q1 2025

Barry Investment Advisors, LLC

  • $368 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VGLT
Vanguard Long Term Treasury Et

ETFs
590K
+ 3054.05%
$53.99 - $58.43 $31.9M - $34.5M
610K $35.1M
EWJ
Ishares Msci Japan ETF

ETFs
188K
+ 4592.91%
$65.24 - $71.7 $12.3M - $13.5M
192K $13.2M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
4.97K
+ 0.87%
$34.58 - $45.97 $172K - $228K
576K $26.5M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
5.38K
+ 1.38%
$67.08 - $76.14 $361K - $409K
396K $29.2M
FNDF
Schwab Fundamental Intl Large

ETFs
4.23K
+ 0.56%
$32.9 - $37.45 $139K - $158K
765K $27.6M
GUNR
Flexshares Tr Morningstar Glob

ETFs
23.2K
+ 7.34%
$36.6 - $39.56 $849K - $918K
339K $13.2M
DJD
Invesco Exchange Traded Fd Tr

ETFs
7.32K
+ 2.26%
$50.21 - $54.3 $368K - $398K
332K $17.5M
MLPA
Global X Mlp ETF

ETFs
7.46K
+ 4.26%
$49.83 - $54.53 $372K - $407K
183K $9.72M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
33.5K
+ 20.32%
$27.01 - $28.54 $905K - $956K
198K $5.54M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
11K
+ 3.17%
$42.18 - $45.16 $463K - $495K
357K $15.8M
PICK
Ishares Inc Msci Global Select

ETFs
11.4K
+ 13.03%
$34.93 - $38.35 $397K - $436K
98.6K $3.54M
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
2.91K
+ 5.05%
$64.47 - $70.13 $188K - $204K
60.6K $4.11M
DFJ
Wisdomtree Tr Japan Smallcap D

ETFs
791
+ 1.01%
$72.65 - $81.17 $57.5K - $64.2K
79.5K $6.3M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
7.16K
+ 13.23%
$44.41 - $45.98 $318K - $329K
61.3K $2.8M
DSTL
ETF Ser Solution Distillate Us

ETFs
6.18K
+ 38.72%
$53.28 - $57.28 $329K - $354K
22.2K $1.2M
ASEA
Global X Funds Global X Ftse S

ETFs
21.8K
+ 32.64%
$15.42 - $16.26 $336K - $355K
88.6K $1.39M
SHEL
Shell PLC

Energy
226
+ 1.11%
$62.84 - $73.29 $14.2K - $16.6K
20.6K $1.51M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
2.27K
+ 15.91%
$78.97 - $85.82 $179K - $194K
16.5K $1.37M
DFSD
Dimensional ETF Tr Short Durat

ETFs
4.46K
+ 19.41%
$46.74 - $47.55 $209K - $212K
27.5K $1.31M
REM
Ishares Tr Mtg Real Estate ETF

ETFs
2.9K
+ 2.03%
$20.83 - $23.69 $60.4K - $68.7K
146K $3.27M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
7.04K
+ 58.74%
$32.49 - $37.99 $229K - $267K
19K $637K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
191
+ 0.45%
$48.65 - $53.06 $9.29K - $10.1K
42.4K $2.2M
CVX
Chevron Corp

Energy
27
+ 0.68%
$146.71 - $167.97 $3.96K - $4.54K
3.99K $667K
AMGN
Amgen Inc

Healthcare
4
+ 0.23%
$258.59 - $327.36 $1.03K - $1.31K
1.74K $540K
XOM
Exxon Mobil Corp

Energy
4
+ 0.07%
$105.44 - $118.93 $422 - $476
6.04K $718K
NGG
National Grid PLC

Utilities
172
+ 1.9%
$56.13 - $65.61 $9.65K - $11.3K
9.25K $606K
ABBV
Abb Vie Inc.

Healthcare
2
+ 0.1%
$169.2 - $216.66 $338 - $433
1.96K $410K
DFIC
Dimensional ETF Tr Dimensional

ETFs
61
+ 0.25%
$25.54 - $28.79 $1.56K - $1.76K
24.9K $691K
BMY
Bristol Myers Squibb CO

Healthcare
52
+ 0.58%
$53.9 - $63.11 $2.8K - $3.28K
9.06K $552K
MO
Altria Group, Inc.

Consumer Defensive
48
+ 0.95%
$50.81 - $60.02 $2.44K - $2.88K
5.09K $305K
FDVV
Fidelity High Dividend ETF

ETFs
1.02K
+ 2.53%
$48.86 - $52.28 $49.9K - $53.4K
41.3K $2.05M
AZN
Astrazeneca PLC

Healthcare
24
+ 0.6%
$65.37 - $77.96 $1.57K - $1.87K
4.03K $296K
CB
Chubb LTD

Financial Services
1
+ 0.12%
$257.71 - $301.99 $258 - $302
822 $248K
XLU
Utilities Sector Spdr

ETFs
17
+ 0.29%
$74.7 - $80.27 $1.27K - $1.36K
5.85K $461K
EPD
Enterprise Products Partners L.P.

Energy
2
+ 0.03%
$31.75 - $34.14 $63.5 - $68.3
7.1K $242K
PG
Procter & Gamble CO

Consumer Defensive
16
+ 0.38%
$158.56 - $176.26 $2.54K - $2.82K
4.18K $712K
F
Ford Motor CO

Consumer Cyclical
25
+ 0.19%
$9.12 - $10.43 $228 - $261
13.4K $133K
Dimensional ETF Trust
7.57K
+ 40.99%
N/A
26K $0
Vanguard Malvern Fds
7.37K
+ 16.09%
N/A
53.2K $0
IP
International Paper CO

Consumer Cyclical
4
+ 0.1%
$49.38 - $60.09 $198 - $240
3.92K $208K
PEP
Pepsico Inc

Consumer Defensive
11
+ 0.52%
$142.64 - $156.42 $1.57K - $1.72K
2.14K $320K
SPG
Simon Property Group Inc

Real Estate
8
+ 0.58%
$159.48 - $187.78 $1.28K - $1.5K
1.4K $231K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
27
+ 0.19%
$32.42 - $36.13 $875 - $976
14.3K $472K
CSX
Csx Corp

Industrials
53
+ 0.44%
$29.11 - $33.67 $1.54K - $1.78K
12K $353K
GIS
General Mills Inc

Consumer Defensive
8
+ 0.1%
$57.56 - $65.3 $460 - $522
8.17K $488K
MSFT
Microsoft Corp

Technology
1
+ 0.12%
$375.39 - $447.2 $375 - $447
816 $306K
NVDA
Nvidia Corp

Technology
7
+ 0.22%
$106.98 - $149.43 $749 - $1.05K
3.16K $342K
MRK
Merck & Co., Inc.

Healthcare
175
+ 1.42%
$83.01 - $101.02 $14.5K - $17.7K
12.5K $1.12M
VBR
Vanguard Small Cap Value ETF

ETFs
35
+ 0.14%
$183.02 - $207.75 $6.41K - $7.27K
24.5K $4.57M
Activity Summary
Buys All Purchases 51 New Holdings 1 Increased Positions 50 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Barry Investment Advisors, LLC Portfolio

Follow Barry Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Barry Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Barry Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email