BI

Barry Investment Advisors, LLC

13F
Barry Investment Advisors, LLC
Last update 2025-07-17 104 Stocks (4 new)
Value $402.00 Mil Turnover 5 %
Countries:
Top Holdings: VGLT(9.93%)VYMI(8.05%)FNDF(7.82%)GDX(7.47%)DJD(4.54%)
Summary Stock Picks Current Portfolio
Barry Investment Advisors, LLC... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VGLT
Vanguard Long-Term Government Bond ETF
Vanguard Long-Term Government Bond ETF
710,799
39,890.1
+16.62%
9.930
+1.41%
0.400
+1.35%
+1.80%
9,815.1
 
VYMI
Vanguard International High Dividend Yield ETF
Vanguard International High Dividend Yield ETF
403,847
32,352.2
+2.04%
8.050
+0.16%
0.310
+10.84%
+22.18%
10,542.1
 
FNDF
Schwab Fundamental International Equity ETF
Schwab Fundamental International Equity ETF
784,531
31,396.9
+2.56%
7.820
+0.20%
0.190
+12.14%
+22.98%
16,662.3
 
GDX
VanEck Gold Miners ETF
576,462
30,010.6
+0.04%
7.470
0%
0.190
+8.46%
+60.66%
16,135.3
 
DJD
Invesco Dow Jones Industrial Average Dividend ETF
Invesco Dow Jones Industrial Average Dividend ETF
342,626
18,224.3
+3.22%
4.540
+0.14%
5.100
+9.88%
+7.91%
363.7
 
SPYD
SPDR Portfolio S&P 500 High Dividend ETF
SPDR Portfolio S&P 500 High Dividend ETF
375,953
15,955.5
+5.30%
3.970
+0.20%
0.230
+7.70%
+4.10%
7,054.0
 
EMLP
First Trust North American Energy Infrastructure Fund
First Trust North American Energy Infrastructure Fund
424,868
15,936.8
+1.45%
3.970
+0.06%
0.490
+5.24%
+7.15%
3,274.3
 
GUNR
FlexShares Global Upstream Natural Resources Index Fund
FlexShares Global Upstream Natural Resources Index Fund
395,851
15,877.6
+16.64%
3.950
+0.56%
0.340
+10.79%
+15.75%
4,881.1
 
EWJ
iShares MSCI Japan ETF
202,111
15,152.2
+5.30%
3.770
+0.19%
0.100
+6.21%
+9.64%
15,095.0
 
CSCO
Cisco Systems Inc
149,042
10,340.5
+0.53%
2.570
+0.01%
0.000
+24.58%
+17.40%
269,913.5
Hardware

Barry Investment Advisors, LLC's Historical Top Holdings Breakdowns

Barry Investment Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VGLT
Vanguard Long-Term Government Bond ETF
Vanguard Long-Term Government Bond ETF
2025-06-30
Add
Add
+1.41%
●
53.54 ($55.47) 58.71
$55.14
-0.59%
Add 16.62%
710,799
101,278
NEA
Nuveen AMT-Free Municipal Income Fund
Nuveen AMT-Free Municipal Income Fund
2025-06-30
Reduce
Reduce
-1.25%
●
10.29 ($10.84) 11.24
$10.68
-1.48%
Reduce -93.89%
27,218
-418,200
PSK
SPDR ICE Preferred Securities ETF
2025-06-30
Reduce
Reduce
-0.80%
●
31.07 ($31.63) 32.39
$31.96
1.04%
Reduce -47.3%
104,355
-93,665
GUNR
FlexShares Global Upstream Natural Resources Index Fund
FlexShares Global Upstream Natural Resources Index Fund
2025-06-30
Add
Add
+0.56%
●
33.77 ($38.62) 41.16
$41.44
7.30%
Add 16.64%
395,851
56,473
VCRB
Vanguard Core Bond ETF
2025-06-30
Add
Add
+0.39%
●
75.74 ($76.63) 77.9
$77.19
0.73%
Add 37.77%
73,231
20,076
VTIP
Vanguard Short-Term Inflation-Protected Securities
Vanguard Short-Term Inflation-Protected Securities
2025-06-30
Add
Add
+0.33%
●
49.57 ($49.94) 50.27
$50.13
0.38%
Add 469.45%
31,593
26,045
FNDF
Schwab Fundamental International Equity ETF
Schwab Fundamental International Equity ETF
2025-06-30
Add
Add
+0.20%
●
32.25 ($37.69) 40.02
$40.62
7.77%
Add 2.56%
784,531
19,574
SPYD
SPDR Portfolio S&P 500 High Dividend ETF
SPDR Portfolio S&P 500 High Dividend ETF
2025-06-30
Add
Add
+0.20%
●
38.81 ($42.06) 44.28
$44.06
4.76%
Add 5.3%
375,953
18,935
FPE
First Trust Preferred Securities and Income ETF
First Trust Preferred Securities and Income ETF
2025-06-30
Sold Out
Sold Out
-0.20%
●
16.93 ($17.46) 17.81
$17.81
2.00%
Sold Out
0
-43,067
EWJ
iShares MSCI Japan ETF
2025-06-30
Add
Add
+0.19%
●
61.32 ($71.11) 75.28
$72.98
2.63%
Add 5.3%
202,111
10,171

Barry Investment Advisors, LLC Total Holding History ($B)

To

Barry Investment Advisors, LLC's Asset Allocation

To

Barry Investment Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Barry Investment Advisors, LLC's Hypothetical Growth since 2025-06-30

Barry Investment Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Barry Investment Advisors, LLC's Holdings Heat Map

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Barry Investment Advisors, LLC's Holdings Bubble Chart

Barry Investment Advisors, LLC News

  • 1

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