Barry Investment Advisors, LLC Top Holdings and 13F Report (2025) About Barry Investment Advisors, LLCInvestment ActivityBarry Investment Advisors, LLC has $376.41 million in total holdings as of March 31, 2025.Barry Investment Advisors, LLC owns shares of 106 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 14.49% of the portfolio was purchased this quarter.About 2.78% of the portfolio was sold this quarter.This quarter, Barry Investment Advisors, LLC has purchased 111 new stocks and bought additional shares in 50 stocks.Barry Investment Advisors, LLC sold shares of 43 stocks and completely divested from 6 stocks this quarter.Largest Holdings Vanguard Long-Term Treasury ETF $35,113,938Vanguard International High Dividend Yield ETF $29,163,918Schwab Fundamental International Equity ETF $27,645,534VanEck Gold Miners ETF $26,488,272Invesco Dow Jones Industrial Average Dividend ETF $17,536,705 Largest New Holdings this Quarter 125523100 - The Cigna Group $219,084 Holding Largest Purchases this Quarter Vanguard Long-Term Treasury ETF 590,196 shares (about $34.00M)iShares MSCI Japan ETF 187,850 shares (about $12.88M)Schwab US Dividend Equity ETF 33,490 shares (about $936.38K)FlexShares Morningstar Global Upstream Natural Resources Index Fund 23,202 shares (about $900.47K)VANGUARD MALVERN FDS 7,369 shares (about $570.59K) Largest Sales this Quarter Apple 7,024 shares (about $1.56M)SPDR Doubleline Total Return Tactical ETF 23,087 shares (about $930.18K)iShares 1-3 Year Treasury Bond ETF 6,201 shares (about $513.01K)Pfizer 19,916 shares (about $504.66K)Manulife Financial 10,265 shares (about $319.75K) 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$35,113,938$34,000,643 ▲3,054.1%609,5219.3%ETFVYMIVanguard International High Dividend Yield ETF$29,163,918$396,160 ▲1.4%395,7627.7%ETFFNDFSchwab Fundamental International Equity ETF$27,645,534$152,728 ▲0.6%764,9577.3%ETFGDXVanEck Gold Miners ETF$26,488,272$228,234 ▲0.9%576,2257.0%ETFDJDInvesco Dow Jones Industrial Average Dividend ETF$17,536,705$386,869 ▲2.3%331,9504.7%ETFSPYDSPDR Portfolio S&P 500 High Dividend ETF$15,801,243$485,432 ▲3.2%357,0184.2%ETFEMLPFirst Trust North American Energy Infrastructure Fund$15,700,995$30,367 ▲0.2%418,8054.2%ETFGUNRFlexShares Morningstar Global Upstream Natural Resources Index Fund$13,171,194$900,465 ▲7.3%339,3783.5%ETFEWJiShares MSCI Japan ETF$13,159,423$12,879,012 ▲4,592.9%191,9403.5%ETFMLPAGlobal X MLP ETF$9,715,806$397,156 ▲4.3%182,5222.6%ETFCSCOCisco Systems$9,148,909$206,358 ▼-2.2%148,2572.4%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$9,117,775$184,435 ▼-2.0%201,4532.4%ETFGLDSPDR Gold Shares$7,518,523$302,550 ▼-3.9%26,0932.0%FinanceJNJJohnson & Johnson$7,412,433$124,378 ▼-1.7%44,6972.0%MedicalRTXRTX$7,206,041$85,039 ▼-1.2%54,4021.9%AerospaceVTVanguard Total World Stock ETF$6,760,247$182,854 ▼-2.6%58,3031.8%ETFPSKSPDR ICE Preferred Securities ETF$6,413,882$272,109 ▼-4.1%198,0201.7%ETFDFJWisdomTree Japan SmallCap Dividend Fund$6,300,542$62,703 ▲1.0%79,4821.7%FinanceSCHDSchwab US Dividend Equity ETF$5,544,118$936,383 ▲20.3%198,2871.5%ETFTOTLSPDR Doubleline Total Return Tactical ETF$5,536,007$930,175 ▼-14.4%137,4041.5%ETFNEANuveen AMT-Free Quality Municipal Income Fund$5,021,193$118,806 ▼-2.3%445,4181.3%Financial ServicesAAPLApple$4,890,231$1,560,254 ▼-24.2%22,0151.3%Computer and TechnologyIEViShares Europe ETF$4,582,322$30,439 ▼-0.7%78,7341.2%ETFVBRVanguard Small-Cap Value ETF$4,567,993$6,520 ▲0.1%24,5211.2%ETFMFCManulife Financial$4,165,804$319,754 ▼-7.1%133,7341.1%FinanceVANGUARD MALVERN FDS$4,115,819$570,585 ▲16.1%53,1551.1%CORE BD ETFTTETotalEnergies$4,114,454$10,814 ▼-0.3%62,7761.1%EnergyMOOVanEck Agribusiness ETF$4,112,781$197,625 ▲5.0%60,5811.1%ETFFHLCFidelity MSCI Health Care Index ETF$3,951,706$75,084 ▼-1.9%57,8411.0%ETFPFEPfizer$3,924,362$504,663 ▼-11.4%154,8711.0%MedicalPICKiShares MSCI Global Metals & Mining Producers ETF$3,539,732$408,072 ▲13.0%98,6440.9%ETFVEAVanguard FTSE Developed Markets ETF$3,522,498$110,402 ▼-3.0%69,3000.9%ETFREMiShares Mortgage Real Estate ETF$3,267,999$65,098 ▲2.0%145,6330.9%ETFFBNDFidelity Total Bond ETF$2,808,308$328,071 ▲13.2%61,2730.7%ETFAMLPAlerian MLP ETF$2,204,538$9,921 ▲0.5%42,4440.6%ETFFDVVFidelity High Dividend ETF$2,050,397$50,641 ▲2.5%41,3390.5%ETFEWSiShares MSCI Singapore ETF$2,044,039$11,737 ▼-0.6%86,0290.5%ETFDIMENSIONAL ETF TRUST$1,594,499$463,581 ▲41.0%26,0200.4%WORLD EQUITY ETFSHELShell$1,506,455$16,559 ▲1.1%20,5600.4%EnergyASEAGlobal X FTSE Southeast Asia ETF$1,388,892$341,789 ▲32.6%88,6310.4%ETFVIGIVanguard International Dividend Appreciation ETF$1,368,824$187,857 ▲15.9%16,5040.4%ETFDFSDDimensional Short-Duration Fixed Income ETF$1,305,046$212,130 ▲19.4%27,4630.3%ETFJOFJapan Smaller Capitalization Fund$1,268,000$315,196 ▼-19.9%151,1360.3%FinanceEWUiShares MSCI United Kingdom ETF$1,232,925$3,185 ▼-0.3%32,9040.3%ETFDSTLDistillate U.S. Fundamental Stability & Value ETF$1,201,727$335,416 ▲38.7%22,1560.3%ETFMRKMerck & Co., Inc.$1,134,117$15,848 ▲1.4%12,5230.3%MedicalSHYiShares 1-3 Year Treasury Bond ETF$1,017,008$513,013 ▼-33.5%12,2930.3%ManufacturingEWGiShares MSCI Germany ETF$1,011,1550.0%27,2700.3%ETFPSXPhillips 66$1,010,346$36,057 ▼-3.4%8,1820.3%EnergyVTVVanguard Value ETF$972,070$29,540 ▼-2.9%5,6270.3%ETFLFMDLifeMD$970,3270.0%178,3690.3%MedicalGSKGSK$800,000$1,018 ▼-0.1%20,4350.2%MedicalBRK.ABerkshire Hathaway$798,4420.0%10.2%FinanceFPEFirst Trust Preferred Securities and Income ETF$757,555$81,055 ▼-9.7%43,0670.2%ETFXOMExxon Mobil$718,461$476 ▲0.1%6,0410.2%EnergyPGProcter & Gamble$711,947$2,726 ▲0.4%4,1780.2%Consumer StaplesDFICDimensional International Core Equity 2 ETF$691,178$1,694 ▲0.2%24,8890.2%ETFCVXChevron$667,368$4,517 ▲0.7%3,9890.2%EnergySPGPInvesco S&P 500 GARP ETF$650,367$29,067 ▼-4.3%6,5110.2%ETFSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$637,362$235,837 ▲58.7%19,0260.2%ETFVYMVanguard High Dividend Yield ETF$618,160$29,921 ▼-4.6%4,7930.2%ETFNGGNational Grid$606,651$11,285 ▲1.9%9,2460.2%UtilitiesQCOMQUALCOMM$601,834$171,887 ▼-22.2%3,9180.2%Computer and TechnologyLABCORP HOLDINGS INC$591,337$3,025 ▼-0.5%2,5410.2%COM SHSBMYBristol-Myers Squibb$552,682$3,171 ▲0.6%9,0620.1%MedicalAMGNAmgen$540,975$1,246 ▲0.2%1,7360.1%MedicalFTGSFirst Trust Growth Strength ETF$528,192$5,355 ▼-1.0%17,7540.1%ETFPFFiShares Preferred and Income Securities ETF$498,889$23,262 ▼-4.5%16,2350.1%ETFAEPAmerican Electric Power$490,080$2,950 ▼-0.6%4,4850.1%UtilitiesGISGeneral Mills$488,244$478 ▲0.1%8,1660.1%Consumer StaplesDFACDimensional U.S. Core Equity 2 ETF$472,923$891 ▲0.2%14,3350.1%ETFXLUUtilities Select Sector SPDR Fund$461,245$1,340 ▲0.3%5,8500.1%ETFNADNuveen Quality Municipal Income Fund$458,615$16,211 ▼-3.4%39,5510.1%Financial ServicesTLTiShares 20+ Year Treasury Bond ETF$456,1750.0%5,0110.1%ETFIXJiShares Global Healthcare ETF$441,660$59,459 ▼-11.9%4,8430.1%ETFABBVAbbVie$410,541$419 ▲0.1%1,9590.1%MedicalBACBank of America$377,456$142,803 ▼-27.4%9,0450.1%FinanceCSXCSX$353,513$1,560 ▲0.4%12,0120.1%TransportationAMZNAmazon.com$342,849$3,425 ▼-1.0%1,8020.1%Retail/WholesaleNVDANVIDIA$342,248$759 ▲0.2%3,1580.1%Computer and TechnologyESEversource Energy$336,0940.0%5,4110.1%UtilitiesPEPPepsiCo$320,708$1,649 ▲0.5%2,1390.1%Consumer StaplesTDIVFirst Trust NASDAQ Technology Dividend Index Fund$307,138$810 ▼-0.3%4,1720.1%ManufacturingMSFTMicrosoft$306,149$375 ▲0.1%8160.1%Computer and TechnologyMOAltria Group$305,722$2,881 ▲1.0%5,0940.1%Consumer StaplesSGDMSprott Gold Miners ETF$302,9510.0%7,9850.1%ETFAZNAstraZeneca$296,256$1,764 ▲0.6%4,0310.1%MedicalGOOGAlphabet$279,1180.0%1,7870.1%Computer and TechnologyVTIPVanguard Short-Term Inflation-Protected Securities ETF$276,866$29,044 ▼-9.5%5,5480.1%ManufacturingBRK.BBerkshire Hathaway$262,562$1,065 ▼-0.4%4930.1%FinanceGOOGLAlphabet$254,887$7,888 ▼-3.0%1,6480.1%Computer and TechnologyABTAbbott Laboratories$252,973$1,725 ▼-0.7%1,9070.1%MedicalCBChubb$248,886$303 ▲0.1%8220.1%FinanceEPDEnterprise Products Partners$242,210$68 ▲0.0%7,0950.1%EnergyNVSNovartis$234,440$1,784 ▼-0.8%2,1030.1%MedicalSPGSimon Property Group$231,675$1,329 ▲0.6%1,3950.1%FinanceEWJViShares MSCI Japan Value ETF$230,3670.0%6,9240.1%ManufacturingCIThe Cigna Group$219,084$219,084 ▲New Holding6660.1%MedicalMETAMeta Platforms$217,807$5,762 ▼-2.6%3780.1%Computer and TechnologyRIORio Tinto Group$212,639$52,209 ▼-19.7%3,4660.1%Basic MaterialsShowing 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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