Barry Investment Advisors, LLC has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $322 Million distributed in 114 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Whitehall Fds Intl Hi with a value of $28.1M, Schwab Fundamental Intl Large with a value of $27.5M, Vaneck ETF Tr Gold Miners ETF with a value of $22.3M, Invesco Exchange Traded Fd Tr with a value of $16.1M, and Spdr Portfolio S&P 500 High Di with a value of $14.9M.
Examining the 13F form we can see an increase of $28.9M in the current position value, from $293M to 322M.
Below you can find more details about Barry Investment Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$322 Million
ETFs: $247 Million
Technology: $20.1 Million
Healthcare: $18.9 Million
Financial Services: $14 Million
Energy: $8.53 Million
Industrials: $7.23 Million
Consumer Defensive: $2.47 Million
Utilities: $1.38 Million
Other: $2.34 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
