Barry Investment Advisors, LLC has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $392 Million distributed in 104 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Long Term Treasury Et with a value of $39.9M, Vanguard Whitehall Fds Intl Hi with a value of $32.4M, Schwab Fundamental Intl Large with a value of $31.4M, Vaneck ETF Tr Gold Miners ETF with a value of $30M, and Invesco Exchange Traded Fd Tr with a value of $18.2M.

Examining the 13F form we can see an increase of $23.4M in the current position value, from $368M to 392M.

Below you can find more details about Barry Investment Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $392 Million
ETFs: $328 Million
Technology: $16.6 Million
Healthcare: $16.3 Million
Industrials: $8.91 Million
Energy: $8.67 Million
Financial Services: $7.75 Million
Consumer Defensive: $2.33 Million
Utilities: $1.24 Million
Other: $1.61 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 104
  • Current Value $392 Million
  • Prior Value $368 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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