Barry Investment Advisors, LLC Top Holdings and 13F Report (2025) About Barry Investment Advisors, LLCInvestment ActivityBarry Investment Advisors, LLC has $434.73 million in total holdings as of September 30, 2025.Barry Investment Advisors, LLC owns shares of 107 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 8.37% of the portfolio was purchased this quarter.About 8.31% of the portfolio was sold this quarter.This quarter, Barry Investment Advisors, LLC has purchased 104 new stocks and bought additional shares in 43 stocks.Barry Investment Advisors, LLC sold shares of 45 stocks and completely divested from 8 stocks this quarter.Largest Holdings Vanguard Long-Term Treasury ETF $41,183,353VanEck Gold Miners ETF $40,455,129Vanguard International High Dividend Yield ETF $34,898,349Schwab Fundamental International Equity ETF $34,106,422FlexShares Morningstar Global Upstream Natural Resources Index Fund $20,063,368 Largest New Holdings this Quarter 78468R663 - SPDR Bloomberg 1-3 Month T-Bill ETF $19,240,618 Holding92343V104 - Verizon Communications $503,490 Holding46625H100 - JPMorgan Chase & Co. $395,442 Holding437076102 - Home Depot $365,395 Holding872540109 - TJX Companies $233,653 Holding Largest Purchases this Quarter SPDR Bloomberg 1-3 Month T-Bill ETF 209,707 shares (about $19.24M)FlexShares Morningstar Global Upstream Natural Resources Index Fund 62,531 shares (about $2.74M)VANGUARD MALVERN FDS 25,104 shares (about $1.97M)Vanguard Short-Term Inflation-Protected Securities ETF 31,830 shares (about $1.61M)Fidelity Total Bond ETF 18,751 shares (about $870.10K) Largest Sales this Quarter Invesco Dow Jones Industrial Average Dividend ETF 335,061 shares (about $18.46M)RTX 26,239 shares (about $4.39M)VanEck Gold Miners ETF 46,294 shares (about $3.53M)SPDR ICE Preferred Securities ETF 48,059 shares (about $1.59M)SPDR Doubleline Total Return Tactical ETF 29,303 shares (about $1.19M) 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 PortfolioSectorVGLTVanguard Long-Term Treasury ETF$41,183,353$770,562 ▲1.9%724,3529.5%ETFGDXVanEck Gold Miners ETF$40,455,129$3,532,521 ▼-8.0%530,1689.3%ETFVYMIVanguard International High Dividend Yield ETF$34,898,349$704,707 ▲2.1%412,1708.0%ETFFNDFSchwab Fundamental International Equity ETF$34,106,422$402,965 ▲1.2%793,9117.8%ETFGUNRFlexShares Morningstar Global Upstream Natural Resources Index Fund$20,063,368$2,736,980 ▲15.8%458,3824.6%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$19,240,618$19,240,618 ▲New Holding209,7074.4%ETFEMLPFirst Trust North American Energy Infrastructure Fund$17,133,134$864,933 ▲5.3%447,4573.9%ETFSPYDSPDR Portfolio S&P 500 High Dividend ETF$17,053,643$512,531 ▲3.1%387,6023.9%ETFEWJiShares MSCI Japan ETF$16,325,903$114,540 ▲0.7%203,5393.8%ETFVWOVanguard FTSE Emerging Markets ETF$11,001,029$87,223 ▲0.8%203,0622.5%ETFCSCOCisco Systems$10,018,933$178,508 ▼-1.8%146,4332.3%Computer and TechnologyMLPAGlobal X MLP ETF$9,931,554$503,692 ▲5.3%205,0822.3%ETFGLDSPDR Gold Shares$8,933,778$174,538 ▼-1.9%25,1322.1%FinanceDFJWisdomTree Japan SmallCap Dividend Fund$8,168,294$105,169 ▲1.3%86,1341.9%FinanceJNJJohnson & Johnson$8,112,280$390,924 ▼-4.6%43,7651.9%MedicalVTVanguard Total World Stock ETF$7,940,789$90,122 ▼-1.1%57,6251.8%ETFVANGUARD MALVERN FDS$7,710,475$1,968,412 ▲34.3%98,3351.8%CORE BD ETFSCHDSchwab US Dividend Equity ETF$6,162,237$499,099 ▲8.8%225,7231.4%ETFAAPLApple$5,293,207$230,438 ▼-4.2%20,7881.2%Computer and TechnologyVBRVanguard Small-Cap Value ETF$5,253,567$111,109 ▲2.2%25,0601.2%ETFIEViShares Europe ETF$5,147,978$364,724 ▼-6.6%78,6191.2%ETFRTXRTX$4,704,689$4,390,608 ▼-48.3%28,1161.1%AerospaceMOOVanEck Agribusiness ETF$4,473,101$100,331 ▼-2.2%60,9011.0%ETFFBNDFidelity Total Bond ETF$4,403,690$870,102 ▲24.6%94,9011.0%ETFPICKiShares MSCI Global Metals & Mining Producers ETF$4,284,177$2,223 ▲0.1%96,3671.0%ETFVEAVanguard FTSE Developed Markets ETF$4,138,134$21,991 ▼-0.5%69,0611.0%ETFTTETotalEnergies$3,868,939$13,791 ▼-0.4%64,8050.9%EnergyFHLCFidelity MSCI Health Care Index ETF$3,795,522$6,085 ▼-0.2%56,7600.9%ETFMFCManulife Financial$3,734,178$308,791 ▼-7.6%119,8770.9%FinanceTOTLSPDR Doubleline Total Return Tactical ETF$3,695,415$1,188,828 ▼-24.3%91,0870.9%ETFPFEPfizer$3,488,271$462,992 ▼-11.7%136,9190.8%MedicalVTIPVanguard Short-Term Inflation-Protected Securities ETF$3,211,096$1,611,548 ▲100.8%63,4230.7%ManufacturingREMiShares Mortgage Real Estate ETF$3,127,545$54,705 ▼-1.7%142,3550.7%ETFSHYiShares 1-3 Year Treasury Bond ETF$2,410,256$787,380 ▲48.5%29,0530.6%ManufacturingFDVVFidelity High Dividend ETF$2,378,606$43,900 ▲1.9%42,6960.5%ETFEWSiShares MSCI Singapore ETF$2,365,132$83,518 ▼-3.4%83,4560.5%ETFDIMENSIONAL ETF TRUST$2,257,063$176,130 ▲8.5%31,4090.5%WORLD EQUITY ETFAMLPAlerian MLP ETF$2,229,519$10,606 ▼-0.5%47,5070.5%ETFVIGIVanguard International Dividend Appreciation ETF$2,044,375$280,716 ▲15.9%22,8240.5%ETFDFSDDimensional Short-Duration Fixed Income ETF$2,032,547$397,421 ▲24.3%42,1780.5%ETFPSKSPDR ICE Preferred Securities ETF$1,861,717$1,589,318 ▼-46.1%56,2960.4%ETFASEAGlobal X FTSE Southeast Asia ETF$1,713,956$12,287 ▲0.7%100,2980.4%ETFMRKMerck & Co., Inc.$1,650,651$75,598 ▲4.8%19,6730.4%MedicalDSTLDistillate U.S. Fundamental Stability & Value ETF$1,567,744$91,112 ▲6.2%27,0490.4%ETFJOFJapan Smaller Capitalization Fund$1,543,145$35,152 ▼-2.2%146,7100.4%FinanceSHELShell$1,452,622$10,297 ▼-0.7%20,3140.3%EnergyEWUiShares MSCI United Kingdom ETF$1,366,778$19,558 ▼-1.4%32,5660.3%ETFLFMDLifeMD$1,167,1600.0%171,8940.3%MedicalEWGiShares MSCI Germany ETF$1,099,459$36,325 ▼-3.2%26,4230.3%ETFPSXPhillips 66$1,097,942$13,874 ▼-1.2%8,0720.3%EnergyVTVVanguard Value ETF$1,044,338$2,624 ▼-0.3%5,5720.2%ETFDFICDimensional International Core Equity 2 ETF$828,524$2,295 ▲0.3%25,2680.2%ETFSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$815,769$41,402 ▲5.3%21,4570.2%ETFPGProcter & Gamble$790,465$284,076 ▼-26.4%5,1450.2%Consumer StaplesGSKGSK$780,911$47,909 ▼-5.8%18,0930.2%MedicalBRK.ABerkshire Hathaway$754,2000.0%10.2%FinanceMSFTMicrosoft$743,421$320,681 ▲75.9%1,4350.2%Computer and TechnologyXOMExxon Mobil$696,945$345,597 ▼-33.1%6,1810.2%EnergyNVDANVIDIA$688,819$96,270 ▲16.2%3,6920.2%Computer and TechnologyVYMVanguard High Dividend Yield ETF$675,6840.0%4,7940.2%ETFNGGNational Grid Transco$675,579$4,285 ▲0.6%9,3010.2%UtilitiesCVXChevron$628,454$4,193 ▲0.7%4,0470.1%EnergyAEPAmerican Electric Power$598,320$1,463 ▲0.2%5,3180.1%UtilitiesLABCORP HOLDINGS INC$571,795$120,363 ▼-17.4%2,0000.1%COM SHSDFACDimensional U.S. Core Equity 2 ETF$559,562$1,196 ▲0.2%14,5080.1%ETFQCOMQUALCOMM$557,529$53,740 ▼-8.8%3,3510.1%Computer and TechnologyGOOGLAlphabet$521,380$120,562 ▲30.1%2,1450.1%Computer and TechnologyVZVerizon Communications$503,490$503,490 ▲New Holding11,4560.1%Computer and TechnologySGDMSprott Gold Miners ETF$489,800$5,270 ▼-1.1%7,9000.1%ETFXLUUtilities Select Sector SPDR Fund$475,556$40,204 ▼-7.8%5,4530.1%ETFGOOGAlphabet$442,088$32,883 ▲8.0%1,8150.1%Computer and TechnologyCSXCSX$429,971$1,705 ▲0.4%12,1080.1%TransportationIXJiShares Global Healthcare ETF$421,945$620 ▼-0.1%4,7610.1%ETFAMGNAmgen$420,812$70,559 ▼-14.4%1,4910.1%MedicalDJDInvesco Dow Jones Industrial Average Dividend ETF$416,828$18,461,706 ▼-97.8%7,5650.1%ETFGISGeneral Mills$411,853$353 ▼-0.1%8,1680.1%Consumer StaplesBACBank of America$396,517$115,664 ▲41.2%7,6860.1%FinanceJPMJPMorgan Chase & Co.$395,442$395,442 ▲New Holding1,2540.1%FinanceAMZNAmazon.com$369,097$3,733 ▼-1.0%1,6810.1%Retail/WholesaleHDHome Depot$365,395$365,395 ▲New Holding9020.1%Retail/WholesaleMOAltria Group$342,188$2,907 ▲0.9%5,1800.1%Consumer StaplesPEPPepsiCo$322,283$21,064 ▲7.0%2,2950.1%Consumer StaplesGEGE Aerospace$313,356$123,598 ▼-28.3%1,0420.1%AerospaceAZNAstraZeneca$303,967$3,069 ▼-1.0%3,9620.1%MedicalMETAMeta Platforms$303,610$26,465 ▲9.5%4130.1%Computer and TechnologyEWJViShares MSCI Japan Value ETF$271,0160.0%6,9400.1%ManufacturingSPGSimon Property Group$265,926$1,877 ▲0.7%1,4170.1%FinanceABBVAbbVie$263,763$48,631 ▼-15.6%1,1390.1%MedicalABTAbbott Laboratories$254,118$2,009 ▼-0.8%1,8970.1%MedicalCBChubb$250,664$17,541 ▲7.5%8860.1%FinanceNVSNovartis$248,735$21,796 ▼-8.1%1,9400.1%MedicalBRK.BBerkshire Hathaway$247,8510.0%4930.1%FinanceGDGeneral Dynamics$247,210$682 ▲0.3%7250.1%AerospaceTJXTJX Companies$233,653$233,653 ▲New Holding1,6170.1%Retail/WholesaleNEMNewmont$223,594$223,594 ▲New Holding2,6520.1%Basic MaterialsNADNuveen Quality Municipal Income Fund$222,638$38,527 ▼-14.8%18,9310.1%Financial ServicesCATCaterpillar$222,310$222,310 ▲New Holding4660.1%IndustrialsEPDEnterprise Products Partners$219,3900.0%7,0160.1%EnergyIWRiShares Russell Mid-Cap ETF$214,563$214,563 ▲New Holding2,2220.0%ETFLLoews$208,663$208,663 ▲New Holding2,0790.0%FinanceShowing 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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