The Analysis of Barry Investment Advisors, LLC's Holdings
Currently, Barry Investment Advisors, LLC holds 102 types of securities in its portfolio with a total value $449.3M. In the most recent quarter, they have increased their positions in BIL (+121.0K shares, valued at $11.1M), SHY (+101.0K shares, valued at $8.4M), GUNR (+117.4K shares, valued at $5.4M); decreased their positions in GDX (-36.1K shares, valued at $3.1M), IEV (-16.4K shares, valued at $1.1M), CSCO (-14.2K shares, valued at $1.1M); initiated new positions in AXP (+1.1K shares, valued at $400.0K), LLY (+303 shares, valued at $325.4K), N/A (+754 shares, valued at $222.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
GDX VANECK ETF TRUST494.0K shares-6.82%2025-12-312026-02-09
VGLT VANGUARD SCOTTSDALE FDS717.5K shares-0.95%2025-12-312026-02-09 VYMI VANGUARD WHITEHALL FDS408.2K shares-0.96%2025-12-312026-02-09 FNDF SCHWAB STRATEGIC TR793.7K shares-0.02%2025-12-312026-02-09 BIL SPDR SERIES TRUST330.7K shares57.70%2025-12-312026-02-09 GUNR FLEXSHARES TR575.8K shares25.61%2025-12-312026-02-09 EMLP FIRST TR EXCHANGE-TRADED FD462.4K shares3.33%2025-12-312026-02-09 SPYD SPDR SERIES TRUST379.3K shares-2.13%2025-12-312026-02-09 EWJ ISHARES INC202.3K shares-0.62%2025-12-312026-02-09 VWO VANGUARD INTL EQUITY INDEX F209.3K shares3.10%2025-12-312026-02-09 SHY ISHARES TR130.0K shares347.60%2025-12-312026-02-09 CSCO CISCO SYS INC132.2K shares-9.71%2025-12-312026-02-09 MLPA GLOBAL X FDS204.4K shares-0.32%2025-12-312026-02-09 GLD SPDR GOLD TR24.6K shares-1.99%2025-12-312026-02-09 VCRB VANGUARD MALVERN FDS121.4K shares23.49%2025-12-312026-02-09 JNJ JOHNSON & JOHNSON39.6K shares-9.46%2025-12-312026-02-09 DFJ WISDOMTREE TR85.1K shares-1.18%2025-12-312026-02-09 VT VANGUARD INTL EQUITY INDEX F56.1K shares-2.67%2025-12-312026-02-09 SCHD SCHWAB STRATEGIC TR220.8K shares-2.18%2025-12-312026-02-09 VBR VANGUARD INDEX FDS25.3K shares1.06%2025-12-312026-02-09 AAPL APPLE INC19.4K shares-6.57%2025-12-312026-02-09 RTX RTX CORPORATION27.9K shares-0.92%2025-12-312026-02-09 PICK ISHARES INC95.6K shares-0.75%2025-12-312026-02-09 FBND FIDELITY MERRIMACK STR TR104.5K shares10.15%2025-12-312026-02-09 VEA VANGUARD TAX-MANAGED FDS69.5K shares0.69%2025-12-312026-02-09 IEV ISHARES TR62.2K shares-20.89%2025-12-312026-02-09 FHLC FIDELITY COVINGTON TRUST56.8K shares0.09%2025-12-312026-02-09 MFC MANULIFE FINL CORP107.8K shares-10.07%2025-12-312026-02-09 PFE PFIZER INC121.9K shares-10.98%2025-12-312026-02-09 DFAW DIMENSIONAL ETF TRUST36.2K shares15.14%2025-12-312026-02-09 VTIP VANGUARD MALVERN FDS53.5K shares-15.71%2025-12-312026-02-09 FDVV FIDELITY COVINGTON TRUST43.1K shares1.05%2025-12-312026-02-09 DFSD DIMENSIONAL ETF TRUST48.9K shares15.89%2025-12-312026-02-09 VIGI VANGUARD WHITEHALL FDS25.4K shares11.20%2025-12-312026-02-09 EWS ISHARES INC82.4K shares-1.30%2025-12-312026-02-09 ALPS ETF TR ALPS ETF TR40.1K shares-15.57%2025-12-312026-02-09 DSTL ETF SER SOLUTIONS28.4K shares4.97%2025-12-312026-02-09 ASEA GLOBAL X FDS88.2K shares-12.10%2025-12-312026-02-09 SHEL SHELL PLC19.9K shares-2.17%2025-12-312026-02-09 EWU ISHARES TR31.1K shares-4.35%2025-12-312026-02-09 JOF JAPAN SMALLER CAPITALIZATION115.1K shares-21.53%2025-12-312026-02-09 PSX PHILLIPS 668.1K shares0.33%2025-12-312026-02-09 EWG ISHARES INC24.3K shares-7.96%2025-12-312026-02-09 VTV VANGUARD INDEX FDS5.4K shares-3.14%2025-12-312026-02-09 SDVY FIRST TR EXCHANGE-TRADED FD23.2K shares7.98%2025-12-312026-02-09 DFIC DIMENSIONAL ETF TRUST25.4K shares0.39%2025-12-312026-02-09 XOM EXXON MOBIL CORP6.4K shares3.70%2025-12-312026-02-09 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-12-312026-02-09 VYM VANGUARD WHITEHALL FDS4.8K shares0.06%2025-12-312026-02-09 GSK PLC GSK PLC13.7K shares-24.01%2025-12-312026-02-09 PG PROCTER AND GAMBLE CO4.7K shares-9.45%2025-12-312026-02-09 NVDA NVIDIA CORPORATION3.4K shares-7.26%2025-12-312026-02-09 AEP AMERICAN ELEC PWR CO INC5.3K shares0.43%2025-12-312026-02-09 LFMD LIFEMD INC171.9K shares0.00%2025-12-312026-02-09 CVX CHEVRON CORP NEW3.8K shares-5.76%2025-12-312026-02-09 DFAC DIMENSIONAL ETF TRUST14.5K shares0.14%2025-12-312026-02-09 SGDM SPROTT ETF TRUST7.9K shares0.00%2025-12-312026-02-09 ALPHABET INC ALPHABET INC1.5K shares-28.21%2025-12-312026-02-09 LH LABCORP HOLDINGS INC1.9K shares-5.05%2025-12-312026-02-09 XLU SELECT SECTOR SPDR TR10.9K shares100.55%2025-12-312026-02-09 AMGN AMGEN INC1.4K shares-6.51%2025-12-312026-02-09 IXJ ISHARES TR4.6K shares-2.81%2025-12-312026-02-09 ALPHABET INC ALPHABET INC1.3K shares-25.90%2025-12-312026-02-09 AXP AMERICAN EXPRESS CO1.1K sharesnew addition2025-12-312026-02-09 MSFT MICROSOFT CORP797 shares-44.46%2025-12-312026-02-09 AZN ASTRAZENECA PLC4.0K shares0.00%2025-12-312026-02-09 AMZN AMAZON COM INC1.5K shares-8.03%2025-12-312026-02-09 LLY ELI LILLY & CO303 sharesnew addition2025-12-312026-02-09 GE AEROSPACE GE AEROSPACE1.0K shares-0.29%2025-12-312026-02-09 PEP PEPSICO INC2.1K shares-6.32%2025-12-312026-02-09 BAC BANK AMERICA CORP5.5K shares-27.83%2025-12-312026-02-09 MO ALTRIA GROUP INC5.2K shares0.79%2025-12-312026-02-09 GIS GENERAL MLS INC6.1K shares-25.92%2025-12-312026-02-09 EWJV ISHARES TR6.9K shares0.00%2025-12-312026-02-09 NVS NOVARTIS AG1.9K shares0.00%2025-12-312026-02-09 SPG SIMON PPTY GROUP INC NEW1.4K shares0.00%2025-12-312026-02-09 CB CHUBB LIMITED821 shares-7.34%2025-12-312026-02-09 NEM NEWMONT CORP2.5K shares-3.92%2025-12-312026-02-09 QCOM QUALCOMM INC1.5K shares-56.28%2025-12-312026-02-09 TJX TJX COS INC NEW1.6K shares0.31%2025-12-312026-02-09 ABBV ABBVIE INC1.1K shares-6.94%2025-12-312026-02-09 DXJ WISDOMTREE TR1.6K shares0.00%2025-12-312026-02-09 META META PLATFORMS INC348 shares-15.74%2025-12-312026-02-09 EPD ENTERPRISE PRODS PARTNERS L7.0K shares0.00%2025-12-312026-02-09 CELESTICA INC CELESTICA INC754 sharesnew addition2025-12-312026-02-09 NAD NUVEEN QUALITY MUNCP INCOME18.2K shares-3.79%2025-12-312026-02-09 L LOEWS CORP2.1K shares0.00%2025-12-312026-02-09 ABT ABBOTT LABS1.7K shares-9.75%2025-12-312026-02-09 IWR ISHARES TR2.2K shares0.18%2025-12-312026-02-09 GEV GE VERNOVA INC316 sharesnew addition2025-12-312026-02-09 RIO RIO TINTO PLC2.6K sharesnew addition2025-12-312026-02-09 JPM JPMORGAN CHASE & CO.629 shares-49.84%2025-12-312026-02-09 NEA NUVEEN AMT FREE QLTY MUN INC16.4K shares-4.76%2025-12-312026-02-09 F FORD MTR CO13.0K shares-1.18%2025-12-312026-02-09 MFG MIZUHO FINANCIAL GROUP INC17.8K shares0.35%2025-12-312026-02-09 GGN GAMCO GLOBAL GOLD NAT RES &11.4K shares0.00%2025-12-312026-02-09 CGTX COGNITION THERAPEUTICS INC10.0K shares0.00%2025-12-312026-02-09 REI RING ENERGY INC15.0K shares-40.00%2025-12-312026-02-09 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available