Barry Investment Advisors, LLC Top Holdings and 13F Report (2025) About Barry Investment Advisors, LLCInvestment ActivityBarry Investment Advisors, LLC has $311.00 million in total holdings as of December 31, 2024.Barry Investment Advisors, LLC owns shares of 111 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 4.77% of the portfolio was purchased this quarter.About 3.21% of the portfolio was sold this quarter.This quarter, Barry Investment Advisors, LLC has purchased 114 new stocks and bought additional shares in 53 stocks.Barry Investment Advisors, LLC sold shares of 45 stocks and completely divested from 7 stocks this quarter.Largest Holdings Vanguard International High Dividend Yield ETF $26,499,381Schwab Fundamental International Large Company Index ETF $25,263,870VanEck Gold Miners ETF $19,371,436Invesco Dow Jones Industrial Average Dividend ETF $16,463,109SPDR Portfolio S&P 500 High Dividend ETF $14,963,214 Largest New Holdings this Quarter Vanguard Long-Term Treasury Index ETF $1,069,639 HoldingiShares 20+ Year Treasury Bond ETF $437,607 HoldingGeneral Motors $219,656 HoldingInternational Paper $210,544 Holding Largest Purchases this Quarter Schwab US Dividend Equity ETF 117,173 shares (about $3.20M)VANGUARD MALVERN FDS 29,043 shares (about $2.20M)Vanguard Long-Term Treasury Index ETF 19,325 shares (about $1.07M)Invesco Dow Jones Industrial Average Dividend ETF 18,904 shares (about $958.70K)Schwab Fundamental International Large Company Index ETF 25,677 shares (about $852.73K) Largest Sales this Quarter SPDR Doubleline Total Return Tactical ETF 58,370 shares (about $2.30M)SPDR ICE Preferred Securities ETF 36,523 shares (about $1.20M)Apple 4,542 shares (about $1.14M)Pfizer 23,362 shares (about $619.79K)Fiserv 2,493 shares (about $512.11K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBarry Investment Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVYMIVanguard International High Dividend Yield ETF$26,499,381$480,997 ▲1.8%390,3868.5%ETFFNDFSchwab Fundamental International Large Company Index ETF$25,263,870$852,733 ▲3.5%760,7318.1%ETFGDXVanEck Gold Miners ETF$19,371,436$395,086 ▲2.1%571,2606.2%ETFDJDInvesco Dow Jones Industrial Average Dividend ETF$16,463,109$958,696 ▲6.2%324,6275.3%ETFSPYDSPDR Portfolio S&P 500 High Dividend ETF$14,963,214$852,131 ▲6.0%346,0504.8%ETFEMLPFirst Trust North American Energy Infrastructure Fund$14,901,508$335,466 ▲2.3%417,9954.8%ETFGUNRFlexShares Global Upstream Natural Resources Index Fund$11,496,144$51,631 ▼-0.4%316,1763.7%ETFVWOVanguard FTSE Emerging Markets ETF$9,051,432$159,821 ▼-1.7%205,5282.9%ETFCSCOCisco Systems$8,974,802$35,638 ▲0.4%151,6012.9%Computer and TechnologyMLPAGlobal X MLP ETF$8,649,747$419,243 ▲5.1%175,0612.8%ETFAAPLApple$7,272,006$1,137,417 ▼-13.5%29,0392.3%Computer and TechnologyVTVanguard Total World Stock ETF$7,034,731$55,568 ▼-0.8%59,8802.3%ETFPSKSPDR ICE Preferred Securities ETF$6,809,828$1,204,894 ▼-15.0%206,4212.2%ETFJNJJohnson & Johnson$6,572,564$24,152 ▼-0.4%45,4472.1%MedicalGLDSPDR Gold Shares$6,572,086$154,962 ▼-2.3%27,1432.1%FinanceRTXRTX$6,369,686$59,943 ▲1.0%55,0442.0%AerospaceTOTLSPDR Doubleline Total Return Tactical ETF$6,321,759$2,299,201 ▼-26.7%160,4912.0%ETFDFJWisdomTree Japan SmallCap Dividend Fund$5,912,842$243,378 ▲4.3%78,6911.9%FinanceNEANuveen AMT-Free Quality Municipal Income Fund$5,143,198$60,077 ▼-1.2%455,9571.7%Financial ServicesVBRVanguard Small-Cap Value ETF$4,852,672$85,218 ▲1.8%24,4861.6%ETFPFEPfizer$4,637,091$619,793 ▼-11.8%174,7871.5%MedicalSCHDSchwab US Dividend Equity ETF$4,502,244$3,201,159 ▲246.0%164,7971.4%ETFMFCManulife Financial$4,422,196$308,174 ▼-6.5%143,9991.4%FinanceIEViShares Europe ETF$4,126,122$6,143 ▼-0.1%79,2571.3%ETFFHLCFidelity MSCI Health Care Index ETF$3,851,727$98,744 ▼-2.5%58,9401.2%ETFMOOVanEck Agribusiness ETF$3,720,896$41,551 ▼-1.1%57,6701.2%ETFVANGUARD MALVERN FDS$3,471,008$2,201,732 ▲173.5%45,7861.1%CORE BD ETFTTETotalEnergies$3,430,307$64,310 ▼-1.8%62,9411.1%Oils/EnergyVEAVanguard FTSE Developed Markets ETF$3,417,772$111,850 ▼-3.2%71,4721.1%ETFPICKiShares MSCI Global Metals & Mining Producers ETF$3,053,636$477,437 ▲18.5%87,2721.0%ETFREMiShares Mortgage Real Estate ETF$3,047,335$26,495 ▲0.9%142,7321.0%ETFFIFiserv$2,775,841$512,112 ▼-15.6%13,5130.9%Business ServicesFBNDFidelity Total Bond ETF$2,440,723$581,326 ▲31.3%54,1150.8%ETFAMLPAlerian MLP ETF$2,034,910$72,144 ▲3.7%42,2530.7%ETFFDVVFidelity High Dividend ETF$2,013,487$40,601 ▲2.1%40,3180.6%ETFEWSiShares MSCI Singapore ETF$1,890,519$132,367 ▲7.5%86,5230.6%ETFSHYiShares 1-3 Year Treasury Bond ETF$1,516,127$123,215 ▲8.8%18,4940.5%ManufacturingJOFJapan Smaller Capitalization Fund$1,447,364$45,736 ▼-3.1%188,7050.5%FinanceSHELShell$1,273,935$13,470 ▼-1.0%20,3340.4%Oils/EnergyMRKMerck & Co., Inc.$1,238,350$54,256 ▼-4.2%12,3480.4%MedicalDIMENSIONAL ETF TRUST$1,152,725$67,146 ▲6.2%18,4550.4%WORLD EQUITY ETFVIGIVanguard International Dividend Appreciation ETF$1,138,947$133,340 ▲13.3%14,2390.4%ETFEWUiShares MSCI United Kingdom ETF$1,118,314$19,831 ▼-1.7%32,9890.4%ETFASEAGlobal X Southeast Asia ETF$1,081,683$30,595 ▲2.9%66,8200.3%ETFDFSDDimensional Short-Duration Fixed Income ETF$1,078,192$141,952 ▲15.2%22,9990.3%ETFVGLTVanguard Long-Term Treasury Index ETF$1,069,639$1,069,639 ▲New Holding19,3250.3%ETFVTVVanguard Value ETF$981,636$4,571 ▼-0.5%5,7980.3%ETFPSXPhillips 66$965,489$53,891 ▼-5.3%8,4740.3%Oils/EnergyLFMDLifeMD$882,9270.0%178,3690.3%MedicalDSTLDistillate U.S. Fundamental Stability & Value ETF$877,247$72,335 ▲9.0%15,9720.3%ETFEWGiShares MSCI Germany ETF$867,717$22,019 ▲2.6%27,2700.3%ETFFPEFirst Trust Preferred Securities and Income ETF$843,855$436,734 ▲107.3%47,6750.3%ETFQCOMQUALCOMM$773,738$98,311 ▼-11.3%5,0370.2%Computer and TechnologySPGPInvesco S&P 500 GARP ETF$713,363$69,847 ▲10.9%6,8020.2%ETFPGProcter & Gamble$697,843$4,527 ▼-0.6%4,1620.2%Consumer StaplesGSKGSK$692,007$58,882 ▲9.3%20,4610.2%MedicalBRK.ABerkshire Hathaway$680,9200.0%10.2%FinanceXOMExxon Mobil$649,348$36,463 ▼-5.3%6,0370.2%Oils/EnergyDFICDimensional International Core Equity 2 ETF$641,691$2,765 ▲0.4%24,8280.2%ETFVYMVanguard High Dividend Yield ETF$641,184$140,741 ▼-18.0%5,0250.2%ETFLABCORP HOLDINGS INC$585,767$47,247 ▼-7.5%2,5540.2%COM SHSCVXChevron$573,863$45,335 ▼-7.3%3,9620.2%Oils/EnergyFTGSFirst Trust Growth Strength ETF$563,134$23,582 ▲4.4%17,9340.2%ETFNGGNational Grid$548,389$95,911 ▲21.2%9,0740.2%UtilitiesBACBank of America$547,917$103,369 ▼-15.9%12,4670.2%FinancePFFiShares Preferred and Income Securities ETF$534,217$23,674 ▼-4.2%16,9920.2%ETFGISGeneral Mills$520,217$61,727 ▲13.5%8,1580.2%Consumer StaplesBMYBristol-Myers Squibb$509,590$91,172 ▼-15.2%9,0100.2%MedicalDFACDimensional U.S. Core Equity 2 ETF$494,920$1,557 ▲0.3%14,3080.2%ETFNADNuveen Quality Municipal Income Fund$477,471$52,039 ▲12.2%40,9490.2%Financial ServicesIXJiShares Global Healthcare ETF$472,385$946 ▲0.2%5,4950.2%ETFAMGNAmgen$451,554$30,243 ▼-6.3%1,7320.1%MedicalXLUUtilities Select Sector SPDR Fund$441,509$10,218 ▼-2.3%5,8330.1%ETFTLTiShares 20+ Year Treasury Bond ETF$437,607$437,607 ▲New Holding5,0110.1%ETFSDVYFirst Trust SMID Cap Rising Dividend Archievers ETF$429,692$23,410 ▲5.8%11,9860.1%ETFNVDANVIDIA$423,096$4,028 ▲1.0%3,1510.1%Computer and TechnologyAEPAmerican Electric Power$416,111$21,857 ▼-5.0%4,5120.1%UtilitiesAMZNAmazon.com$399,290$1,975 ▼-0.5%1,8200.1%Retail/WholesaleCSXCSX$385,917$1,355 ▲0.4%11,9590.1%TransportationABBVAbbVie$347,779$355 ▲0.1%1,9570.1%MedicalMSFTMicrosoft$343,600$1,686 ▲0.5%8150.1%Computer and TechnologyGOOGAlphabet$340,243$381 ▲0.1%1,7870.1%Computer and TechnologyTDIVFirst Trust NASDAQ Technology Dividend Index Fund$328,231$785 ▲0.2%4,1830.1%ManufacturingPEPPepsiCo$326,666$22,873 ▼-6.5%2,1280.1%Consumer StaplesGOOGLAlphabet$321,698$189 ▲0.1%1,6990.1%Computer and TechnologyESEversource Energy$310,728$57 ▲0.0%5,4110.1%UtilitiesVTIPVanguard Short-Term Inflation-Protected Securities ETF$296,835$872 ▲0.3%6,1300.1%ManufacturingUNHUnitedHealth Group$280,682$1,517 ▲0.5%5550.1%MedicalEWJiShares MSCI Japan ETF$274,455$1,543 ▼-0.6%4,0900.1%ETFMOAltria Group$263,860$2,510 ▲1.0%5,0460.1%Consumer StaplesAZNAstraZeneca$262,5230.0%4,0070.1%MedicalRIORio Tinto Group$253,868$6,822 ▼-2.6%4,3170.1%Basic MaterialsSPGSimon Property Group$238,890$172 ▼-0.1%1,3870.1%FinanceHPQHP$233,502$20,641 ▼-8.1%7,0930.1%Computer and TechnologyCBChubb$227,701$48,813 ▼-17.7%8210.1%FinanceMETAMeta Platforms$226,951$2,925 ▲1.3%3880.1%Computer and TechnologyBRK.BBerkshire Hathaway$224,3740.0%4950.1%FinanceEPDEnterprise Products Partners$222,448$31 ▲0.0%7,0930.1%Oils/EnergySGDMSprott Gold Miners ETF$221,6680.0%7,9850.1%ETFGMGeneral Motors$219,656$219,656 ▲New Holding4,1230.1%Auto/Tires/TrucksShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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