Barry Investment Advisors, LLC Portfolio Holdings

Barry Investment Advisors, LLC

  • $368 Million
  • Q1 2025

Barry Investment Advisors, LLC has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $368 Million distributed in 106 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 $35.1M, Vanguard Whitehall Fds Intl Hi with a value of $29.2M, Schwab Fundamental Intl Large with a value of $27.6M, Vaneck ETF Tr Gold Miners ETF with a value of $26.5M, and Invesco Exchange Traded Fd Tr with a value of $17.5M.

Examining the 13F form we can see an increase of $64.5M in the current position value, from $304M to 368M.

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

Portfolio value $368 Million
ETFs: $303 Million
Healthcare: $15.9 Million
Technology: $15.3 Million
Financial Services: $12.7 Million
Energy: $8.46 Million
Industrials: $7.56 Million
Consumer Defensive: $1.83 Million
Utilities: $1.43 Million
Other: $1.87 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

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

Summary

  • Portfolio
  • No. of Stocks 106
  • Current Value $368 Million
  • Prior Value $304 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 30, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
Track This Portfolio

Track Barry Investment Advisors, LLC Portfolio

Follow Barry Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Barry Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Barry Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email