Barry Investment Advisors, LLC Sells in Q4 2024

Barry Investment Advisors, LLC

  • $304 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-58.4K
- 26.67%
$39.3 - $41.34 $2.29M - $2.41M
160K $6.32M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
-36.5K
- 15.03%
$32.75 - $35.81 $1.2M - $1.31M
206K $6.81M
GUNR
Flexshares Tr Morningstar Glob

ETFs
-1.42K
- 0.45%
$36.15 - $41.9 $51.3K - $59.5K
316K $11.5M
PFE
Pfizer Inc

Healthcare
-23.4K
- 11.79%
$24.8 - $30.19 $579K - $705K
175K $4.64M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-3.63K
- 1.74%
$44.04 - $49.49 $160K - $180K
206K $9.05M
JNJ
Johnson & Johnson

Healthcare
-167
- 0.37%
$143.34 - $165.86 $23.9K - $27.7K
45.4K $6.57M
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
-644
- 1.1%
$64.29 - $75.41 $41.4K - $48.6K
57.7K $3.72M
AAPL
Apple Inc.

Technology
-4.54K
- 13.53%
$221.69 - $259.02 $1.01M - $1.18M
29K $7.27M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-1.51K
- 2.5%
$64.85 - $73.04 $98K - $110K
58.9K $3.86M
IEV
Ishares Tr Europe ETF

ETFs
-118
- 0.15%
$52.03 - $57.63 $6.14K - $6.8K
79.3K $4.13M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
-5.33K
- 1.15%
$11.1 - $12.03 $59.1K - $64.1K
456K $5.14M
FISV
Fiserv Inc

Technology
-2.49K
- 15.58%
N/A
13.5K $1.69M
MRK
Merck & Co., Inc.

Healthcare
-541
- 4.2%
$96.31 - $114.76 $52.1K - $62.1K
12.3K $1.23M
PSX
Phillips 66

Energy
-473
- 5.29%
$110.35 - $138.93 $52.2K - $65.7K
8.47K $965K
QCOM
Qualcomm Inc

Technology
-640
- 11.27%
$150.4 - $178.04 $96.3K - $114K
5.04K $773K
VT
Vanguard Total World Stk Index

ETFs
-473
- 0.78%
$117.09 - $123.07 $55.4K - $58.2K
59.9K $7.03M
GLD
Spdr Gold Trust

ETFs
-640
- 2.3%
$236.59 - $257.5 $151K - $165K
27.1K $6.57M
JOF
Japan Smaller Capitalization Fund Inc

Financial Services
-5.96K
- 3.06%
$7.5 - $8.25 $44.7K - $49.2K
189K $1.45M
AMGN
Amgen Inc

Healthcare
-116
- 6.28%
$258.78 - $328.31 $30K - $38.1K
1.73K $451K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.1K
- 18.0%
$126.68 - $134.74 $140K - $149K
5.03K $641K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
-585
- 1.74%
$33.67 - $37.35 $19.7K - $21.8K
33K $1.12M
MFC
Manulife Financial Corp

Financial Services
-10K
- 6.51%
$29.21 - $32.87 $293K - $330K
144K $4.42M
DEA
Easterly Government Properties, Inc.

Real Estate
-6K
- 32.49%
$10.93 - $14.48 $65.6K - $86.9K
12.5K $141K
XOM
Exxon Mobil Corp

Energy
-339
- 5.32%
$105.51 - $125.37 $35.8K - $42.5K
6.04K $649K
TTE
Total Energies Se

Energy
-1.18K
- 1.84%
N/A
62.9K $4.32M
SHEL
Shell PLC

Energy
-215
- 1.05%
$60.63 - $70.23 $13K - $15.1K
20.3K $1.28M
AEP
American Electric Power CO Inc

Utilities
-237
- 4.99%
$90.91 - $102.21 $21.5K - $24.2K
4.51K $416K
PEP
Pepsico Inc

Consumer Defensive
-149
- 6.54%
$151.29 - $176.1 $22.5K - $26.2K
2.13K $323K
RIO
Rio Tinto PLC

Basic Materials
-116
- 2.62%
$58.59 - $71.15 $6.8K - $8.25K
4.32K $253K
CB
Chubb LTD

Financial Services
-176
- 17.65%
$271.57 - $301.89 $47.8K - $53.1K
821 $226K
CVX
Chevron Corp

Energy
-313
- 7.32%
$141.15 - $162.53 $44.2K - $50.9K
3.96K $573K
PFF
Ishares Trust Ishares Pfd And

ETFs
-753
- 4.24%
$31.23 - $33.51 $23.5K - $25.2K
17K $534K
HPQ
Hp Inc

Technology
-627
- 8.12%
$32.46 - $39.3 $20.4K - $24.6K
7.09K $231K
BAC
Bank Of America Corp

Financial Services
-2.35K
- 15.87%
$39.22 - $47.77 $92.2K - $112K
12.5K $547K
XLU
Utilities Sector Spdr

ETFs
-135
- 2.26%
$74.89 - $82.93 $10.1K - $11.2K
5.83K $441K
BMY
Bristol Myers Squibb CO

Healthcare
-1.61K
- 15.18%
$51.92 - $59.94 $83.7K - $96.6K
9.01K $509K
VTV
Vanguard Value ETF

ETFs
-27
- 0.46%
$168.32 - $181.87 $4.54K - $4.91K
5.8K $981K
PG
Procter & Gamble CO

Consumer Defensive
-27
- 0.64%
$161.05 - $179.7 $4.35K - $4.85K
4.16K $697K
ABT
Abbott Laboratories

Healthcare
-225
- 10.49%
$111.93 - $119.39 $25.2K - $26.9K
1.92K $217K
EWJ
Ishares Msci Japan ETF

ETFs
-23
- 0.56%
$66.18 - $71.84 $1.52K - $1.65K
4.09K $274K
Labcorp Holdings Inc
-206
- 7.46%
N/A
2.55K $0
SPG
Simon Property Group Inc

Real Estate
-1
- 0.07%
$167.23 - $183.84 $167 - $184
1.39K $238K
MFG
Mizuho Financial Group Inc

Financial Services
-437
- 2.41%
$4.05 - $5.26 $1.77K - $2.3K
17.7K $86K
AMZN
Amazon Com Inc

Consumer Cyclical
-9
- 0.49%
$180.88 - $232.93 $1.63K - $2.1K
1.82K $399K
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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