Barry Investment Advisors, LLC Reduced Holdings in Q1 2025

Barry Investment Advisors, LLC

  • $368 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-7.02K
- 24.19%
$209.68 - $247.1 $1.47M - $1.74M
22K $4.89M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-23.1K
- 14.39%
$38.99 - $40.37 $900K - $932K
137K $5.54M
PFE
Pfizer Inc

Healthcare
-19.9K
- 11.39%
$25.01 - $27.13 $498K - $540K
155K $3.92M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-6.2K
- 33.53%
$81.83 - $82.73 $507K - $513K
12.3K $1.02M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
-8.4K
- 4.07%
$32.39 - $34.01 $272K - $286K
198K $6.41M
VT
Vanguard Total World Stk Index

ETFs
-1.58K
- 2.63%
$115.08 - $123.97 $181K - $196K
58.3K $6.76M
MFC
Manulife Financial Corp

Financial Services
-10.3K
- 7.13%
$28.41 - $31.82 $292K - $327K
134K $4.17M
JOF
Japan Smaller Capitalization Fund Inc

Financial Services
-37.6K
- 19.91%
$7.5 - $8.48 $282K - $319K
151K $1.27M
QCOM
Qualcomm Inc

Technology
-1.12K
- 22.22%
$151.94 - $175.86 $170K - $197K
3.92K $601K
BAC
Bank Of America Corp

Financial Services
-3.42K
- 27.45%
$39.61 - $47.74 $136K - $163K
9.05K $377K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-4.61K
- 9.67%
$17.53 - $17.87 $80.8K - $82.3K
43.1K $757K
GOOGL
Alphabet Inc.

Communication Services
-51
- 3.0%
$154.33 - $206.19 $7.87K - $10.5K
1.65K $254K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-291
- 4.28%
$96.88 - $111.25 $28.2K - $32.4K
6.51K $650K
AMZN
Amazon Com Inc

Consumer Cyclical
-18
- 0.99%
$190.26 - $242.06 $3.42K - $4.36K
1.8K $342K
RIO
Rio Tinto PLC

Basic Materials
-851
- 19.71%
$58.19 - $64.29 $49.5K - $54.7K
3.47K $208K
PFF
Ishares Trust Ishares Pfd And

ETFs
-757
- 4.46%
$30.73 - $32.26 $23.3K - $24.4K
16.2K $498K
IXJ
Ishares Global Healthcare ETF

ETFs
-652
- 11.87%
$86.01 - $94.19 $56.1K - $61.4K
4.84K $441K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-232
- 4.62%
$126.11 - $135.06 $29.3K - $31.3K
4.79K $618K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
-1.4K
- 3.41%
$11.4 - $11.96 $15.9K - $16.7K
39.6K $455K
TDIV
First Trust Nasdaq Technology

ETFs
-11
- 0.26%
$73.39 - $83.95 $807 - $923
4.17K $307K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-582
- 9.49%
$48.43 - $49.9 $28.2K - $29K
5.55K $276K
TTE
Total Energies Se

Energy
-165
- 0.26%
N/A
62.8K $4.31M
META
Meta Platforms, Inc.

Communication Services
-10
- 2.58%
$576.36 - $736.67 $5.76K - $7.37K
378 $217K
VTV
Vanguard Value ETF

ETFs
-171
- 2.95%
$167.73 - $179.21 $28.7K - $30.6K
5.63K $972K
Labcorp Holdings Inc
-13
- 0.51%
N/A
2.54K $0
FTGS
First Tr Exchange Traded Fd Gr
-180
- 1.0%
N/A
17.8K $0
Gsk PLC
-26
- 0.13%
N/A
20.4K $0
NVS
Novartis Ag

Healthcare
-16
- 0.76%
$97.14 - $115.57 $1.55K - $1.85K
2.1K $234K
ABT
Abbott Laboratories

Healthcare
-13
- 0.68%
$111.1 - $140.22 $1.44K - $1.82K
1.91K $252K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2
- 0.4%
$442.66 - $534.52 $885 - $1.07K
493 $262K
PSX
Phillips 66

Energy
-292
- 3.45%
$113.93 - $131.55 $33.3K - $38.4K
8.18K $1.01M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-4.08K
- 1.98%
$42.5 - $46.71 $173K - $190K
201K $9.12M
AEP
American Electric Power CO Inc

Utilities
-27
- 0.6%
$90.32 - $109.27 $2.44K - $2.95K
4.49K $490K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-1.1K
- 1.86%
$65.44 - $70.64 $71.9K - $77.6K
57.8K $3.95M
VEA
Vanguard Ftse Developed Market

ETFs
-2.17K
- 3.04%
$47.4 - $52.99 $103K - $115K
69.3K $3.52M
EWU
Ishs Msci Utd Kingdom ETF

ETFs
-85
- 0.26%
$33.37 - $38.01 $2.84K - $3.23K
32.9K $1.23M
EWS
Ishares Inc Msci Singapore ETF

ETFs
-494
- 0.57%
$21.65 - $24.17 $10.7K - $11.9K
86K $2.04M
CSCO
Cisco Systems, Inc.

Technology
-3.34K
- 2.21%
$58.74 - $64.87 $196K - $217K
148K $9.15M
IEV
Ishares Tr Europe ETF

ETFs
-523
- 0.66%
$51.89 - $60.68 $27.1K - $31.7K
78.7K $4.58M
RTX
Raytheon Technologies Corp

Industrials
-642
- 1.17%
$114.1 - $135.66 $73.3K - $87.1K
54.4K $7.21M
JNJ
Johnson & Johnson

Healthcare
-750
- 1.65%
$142.06 - $167.7 $107K - $126K
44.7K $7.41M
GLD
Spdr Gold Trust

ETFs
-1.05K
- 3.87%
$243.19 - $288.14 $255K - $303K
26.1K $7.52M
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
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