The Analysis of Barry Investment Advisors, LLC's Holdings


Currently, Barry Investment Advisors, LLC holds 107 types of securities in its portfolio with a total value $434.7M. In the most recent quarter, they have increased their positions in BIL (+209.7K shares, valued at $19.2M), GUNR (+62.5K shares, valued at $2.7M), VCRB (+25.1K shares, valued at $2.0M); decreased their positions in DJD (-335.1K shares, valued at $18.5M), RTX (-26.2K shares, valued at $4.4M), GDX (-46.3K shares, valued at $3.5M); initiated new positions in BIL (+209.7K shares, valued at $19.2M), VZ (+11.5K shares, valued at $503.5K), JPM (+1.3K shares, valued at $395.4K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VGLT VANGUARD SCOTTSDALE FDS724.4K shares1.91%2025-09-302025-10-22history
GDX VANECK ETF TRUST530.2K shares-8.03%2025-09-302025-10-22history
VYMI VANGUARD WHITEHALL FDS412.2K shares2.06%2025-09-302025-10-22history
FNDF SCHWAB STRATEGIC TR793.9K shares1.20%2025-09-302025-10-22history
GUNR FLEXSHARES TR458.4K shares15.80%2025-09-302025-10-22history
BIL SPDR SERIES TRUST209.7K sharesnew addition2025-09-302025-10-22history
EMLP FIRST TR EXCHANGE-TRADED FD447.5K shares5.32%2025-09-302025-10-22history
SPYD SPDR SERIES TRUST387.6K shares3.10%2025-09-302025-10-22history
Sponsored
EWJ ISHARES INC203.5K shares0.71%2025-09-302025-10-22history
VWO VANGUARD INTL EQUITY INDEX F203.1K shares0.80%2025-09-302025-10-22history
CSCO CISCO SYS INC146.4K shares-1.75%2025-09-302025-10-22history
MLPA GLOBAL X FDS205.1K shares5.34%2025-09-302025-10-22history
GLD SPDR GOLD TR25.1K shares-1.92%2025-09-302025-10-22history
DFJ WISDOMTREE TR86.1K shares1.30%2025-09-302025-10-22history
JNJ JOHNSON & JOHNSON43.8K shares-4.60%2025-09-302025-10-22history
VT VANGUARD INTL EQUITY INDEX F57.6K shares-1.12%2025-09-302025-10-22history
Sponsored
VCRB VANGUARD MALVERN FDS98.3K shares34.28%2025-09-302025-10-22history
SCHD SCHWAB STRATEGIC TR225.7K shares8.81%2025-09-302025-10-22history
AAPL APPLE INC20.8K shares-4.17%2025-09-302025-10-22history
VBR VANGUARD INDEX FDS25.1K shares2.16%2025-09-302025-10-22history
IEV ISHARES TR78.6K shares-6.62%2025-09-302025-10-22history
RTX RTX CORPORATION28.1K shares-48.27%2025-09-302025-10-22history
MOO VANECK ETF TRUST60.9K shares-2.19%2025-09-302025-10-22history
FBND FIDELITY MERRIMACK STR TR94.9K shares24.62%2025-09-302025-10-22history
Sponsored
PICK ISHARES INC96.4K shares0.05%2025-09-302025-10-22history
VEA VANGUARD TAX-MANAGED FDS69.1K shares-0.53%2025-09-302025-10-22history
TTE TOTALENERGIES SE64.8K shares-0.36%2025-09-302025-10-22history
FHLC FIDELITY COVINGTON TRUST56.8K shares-0.16%2025-09-302025-10-22history
MFC MANULIFE FINL CORP119.9K shares-7.64%2025-09-302025-10-22history
TOTL SSGA ACTIVE ETF TR91.1K shares-24.34%2025-09-302025-10-22history
PFE PFIZER INC136.9K shares-11.72%2025-09-302025-10-22history
VTIP VANGUARD MALVERN FDS63.4K shares100.75%2025-09-302025-10-22history
Sponsored
REM ISHARES TR142.4K shares-1.72%2025-09-302025-10-22history
SHY ISHARES TR29.1K shares48.52%2025-09-302025-10-22history
FDVV FIDELITY COVINGTON TRUST42.7K shares1.88%2025-09-302025-10-22history
EWS ISHARES INC83.5K shares-3.41%2025-09-302025-10-22history
DFAW DIMENSIONAL ETF TRUST31.4K shares8.46%2025-09-302025-10-22history
AMLP ALPS ETF TR47.5K shares-0.47%2025-09-302025-10-22history
VIGI VANGUARD WHITEHALL FDS22.8K shares15.92%2025-09-302025-10-22history
DFSD DIMENSIONAL ETF TRUST42.2K shares24.31%2025-09-302025-10-22history
Sponsored
PSK SPDR SERIES TRUST56.3K shares-46.05%2025-09-302025-10-22history
ASEA GLOBAL X FDS100.3K shares0.72%2025-09-302025-10-22history
MRK MERCK & CO INC19.7K shares4.80%2025-09-302025-10-22history
DSTL ETF SER SOLUTIONS27.0K shares6.17%2025-09-302025-10-22history
JOF JAPAN SMALLER CAPITALIZATION146.7K shares-2.23%2025-09-302025-10-22history
SHEL SHELL PLC20.3K shares-0.70%2025-09-302025-10-22history
EWU ISHARES TR32.6K shares-1.41%2025-09-302025-10-22history
LFMD LIFEMD INC171.9K shares0.00%2025-09-302025-10-22history
Sponsored
EWG ISHARES INC26.4K shares-3.20%2025-09-302025-10-22history
PSX PHILLIPS 668.1K shares-1.25%2025-09-302025-10-22history
VTV VANGUARD INDEX FDS5.6K shares-0.25%2025-09-302025-10-22history
DFIC DIMENSIONAL ETF TRUST25.3K shares0.28%2025-09-302025-10-22history
SDVY FIRST TR EXCHANGE-TRADED FD21.5K shares5.35%2025-09-302025-10-22history
PG PROCTER AND GAMBLE CO5.1K shares-26.44%2025-09-302025-10-22history
GSK GSK PLC18.1K shares-5.78%2025-09-302025-10-22history
BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-09-302025-10-22history
Sponsored
MSFT MICROSOFT CORP1.4K shares75.86%2025-09-302025-10-22history
XOM EXXON MOBIL CORP6.2K shares-33.15%2025-09-302025-10-22history
NVDA NVIDIA CORPORATION3.7K shares16.25%2025-09-302025-10-22history
VYM VANGUARD WHITEHALL FDS4.8K shares0.00%2025-09-302025-10-22history
NGG NATIONAL GRID PLC9.3K shares0.64%2025-09-302025-10-22history
CVX CHEVRON CORP NEW4.0K shares0.67%2025-09-302025-10-22history
AEP AMERICAN ELEC PWR CO INC5.3K shares0.25%2025-09-302025-10-22history
LH LABCORP HOLDINGS INC2.0K shares-17.39%2025-09-302025-10-22history
Sponsored
DFAC DIMENSIONAL ETF TRUST14.5K shares0.21%2025-09-302025-10-22history
QCOM QUALCOMM INC3.4K shares-8.79%2025-09-302025-10-22history
GOOGL ALPHABET INC2.1K shares30.08%2025-09-302025-10-22history
VZ VERIZON COMMUNICATIONS INC11.5K sharesnew addition2025-09-302025-10-22history
SGDM SPROTT ETF TRUST7.9K shares-1.06%2025-09-302025-10-22history
XLU SELECT SECTOR SPDR TR5.5K shares-7.80%2025-09-302025-10-22history
GOOG ALPHABET INC1.8K shares8.04%2025-09-302025-10-22history
CSX CSX CORP12.1K shares0.40%2025-09-302025-10-22history
Sponsored
IXJ ISHARES TR4.8K shares-0.15%2025-09-302025-10-22history
AMGN AMGEN INC1.5K shares-14.36%2025-09-302025-10-22history
DJD INVESCO EXCHANGE TRADED FD T7.6K shares-97.79%2025-09-302025-10-22history
GIS GENERAL MLS INC8.2K shares-0.09%2025-09-302025-10-22history
BAC BANK AMERICA CORP7.7K shares41.18%2025-09-302025-10-22history
JPM JPMORGAN CHASE & CO.1.3K sharesnew addition2025-09-302025-10-22history
AMZN AMAZON COM INC1.7K shares-1.00%2025-09-302025-10-22history
HD HOME DEPOT INC902 sharesnew addition2025-09-302025-10-22history
Sponsored
MO ALTRIA GROUP INC5.2K shares0.86%2025-09-302025-10-22history
PEP PEPSICO INC2.3K shares6.99%2025-09-302025-10-22history
GE GE AEROSPACE1.0K shares-28.29%2025-09-302025-10-22history
AZN ASTRAZENECA PLC4.0K shares-1.00%2025-09-302025-10-22history
META META PLATFORMS INC413 shares9.55%2025-09-302025-10-22history
EWJV ISHARES TR6.9K shares0.00%2025-09-302025-10-22history
SPG SIMON PPTY GROUP INC NEW1.4K shares0.71%2025-09-302025-10-22history
ABBV ABBVIE INC1.1K shares-15.57%2025-09-302025-10-22history
Sponsored
ABT ABBOTT LABS1.9K shares-0.78%2025-09-302025-10-22history
CB CHUBB LIMITED886 shares7.52%2025-09-302025-10-22history
NVS NOVARTIS AG1.9K shares-8.06%2025-09-302025-10-22history
BRK.B BERKSHIRE HATHAWAY INC DEL493 shares0.00%2025-09-302025-10-22history
GD GENERAL DYNAMICS CORP725 shares0.28%2025-09-302025-10-22history
TJX TJX COS INC NEW1.6K sharesnew addition2025-09-302025-10-22history
NEM NEWMONT CORP2.7K sharesnew addition2025-09-302025-10-22history
NAD NUVEEN QUALITY MUNCP INCOME18.9K shares-14.75%2025-09-302025-10-22history
Sponsored
CAT CATERPILLAR INC466 sharesnew addition2025-09-302025-10-22history
EPD ENTERPRISE PRODS PARTNERS L7.0K shares0.00%2025-09-302025-10-22history
IWR ISHARES TR2.2K sharesnew addition2025-09-302025-10-22history
L LOEWS CORP2.1K sharesnew addition2025-09-302025-10-22history
DXJ WISDOMTREE TR1.6K sharesnew addition2025-09-302025-10-22history
NEA NUVEEN AMT FREE QLTY MUN INC17.2K shares-36.67%2025-09-302025-10-22history
F FORD MTR CO13.2K shares-1.87%2025-09-302025-10-22history
MFG MIZUHO FINANCIAL GROUP INC17.8K shares0.00%2025-09-302025-10-22history
Sponsored
GGN GAMCO GLOBAL GOLD NAT RES &11.4K shares0.00%2025-09-302025-10-22history
REI RING ENERGY INC25.0K shares150.00%2025-09-302025-10-22history
CGTX COGNITION THERAPEUTICS INC10.0K sharesnew addition2025-09-302025-10-22history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available