Barry Investment Advisors, LLC Portfolio Holdings

Barry Investment Advisors, LLC

  • $423 Million
  • Q3 2025

Barry Investment Advisors, LLC has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $423 Million distributed in 107 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 $41.2M, Vaneck ETF Tr Gold Miners ETF with a value of $40.5M, Vanguard Whitehall Fds Intl Hi with a value of $34.9M, Schwab Fundamental Intl Large with a value of $34.1M, and Flexshares Tr Morningstar Glob with a value of $20.1M.

Examining the 13F form we can see an increase of $31.6M in the current position value, from $392M to 423M.

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

Portfolio value $423 Million
ETFs: $361 Million
Technology: $17.3 Million
Healthcare: $15.9 Million
Energy: $8.57 Million
Financial Services: $8.12 Million
Industrials: $5.92 Million
Consumer Defensive: $1.87 Million
Communication Services: $1.77 Million
Other: $2.89 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$173B
$4.45 Million 1.05% of portfolio
64,805
Q3 2025 Reduced 0.36%
$60B
$3.73 Million 0.88% of portfolio
119,877
Q3 2025 Reduced 7.64%
$139B
$3.49 Million 0.82% of portfolio
136,919
Q3 2025 Reduced 11.72%
$61.9B
$1.1 Million 0.26% of portfolio
8,072
Q3 2025 Reduced 1.25%
$55.9B
$675,000 0.16% of portfolio
9,301
Q3 2025 Added 0.64%
$60.3B
$598,000 0.14% of portfolio
5,318
Q3 2025 Added 0.25%
$190B
$557,000 0.13% of portfolio
3,351
Q3 2025 Reduced 8.79%
$169B
$503,000 0.12% of portfolio
11,456
Q3 2025 New
$161B
$420,000 0.1% of portfolio
1,491
Q3 2025 Reduced 14.36%
$28.8B
$411,000 0.1% of portfolio
8,168
Q3 2025 Reduced 0.09%
$75.1B
$429,000 0.1% of portfolio
12,108
Q3 2025 Added 0.4%
$114B
$342,000 0.08% of portfolio
5,180
Q3 2025 Added 0.86%
$58.5B
$265,000 0.06% of portfolio
1,417
Q3 2025 Added 0.71%
$167B
$233,000 0.06% of portfolio
1,617
Q3 2025 New
$112B
$250,000 0.06% of portfolio
886
Q3 2025 Added 7.52%
$93.5B
$247,000 0.06% of portfolio
725
Q3 2025 Added 0.28%
$66.9B
$219,000 0.05% of portfolio
7,016
Q2 2025 Reduced 1.11%
$23.7B
$208,000 0.05% of portfolio
2,079
Q3 2025 New
$49.6B
$157,000 0.04% of portfolio
13,179
Q3 2025 Reduced 1.87%
$82B
$119,000 0.03% of portfolio
17,774
Q2 2025 Added 0.52%

Summary

  • Portfolio
  • No. of Stocks 107
  • Current Value $423 Million
  • Prior Value $392 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 22, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 11 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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