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Barry Investment Advisors, LLC Buys Global X MLP ETF, McKesson Corp, VanEck Gold Miners ETF, Sells iShares 1-3 Year Treasury Bond ETF, Albertsons Inc, WisdomTree Japan Hedged Equity Fund

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Oct 29, 2021
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New Bedford, MA, based Investment company Barry Investment Advisors, LLC (Current Portfolio) buys Global X MLP ETF, McKesson Corp, VanEck Gold Miners ETF, Vanguard Total World Stock ETF, VMware Inc, sells iShares 1-3 Year Treasury Bond ETF, Albertsons Inc, WisdomTree Japan Hedged Equity Fund, International Paper Co, AbbVie Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Barry Investment Advisors, LLC. As of 2021Q3, Barry Investment Advisors, LLC owns 120 stocks with a total value of $361 million. These are the details of the buys and sells.

For the details of Barry Investment Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/barry+investment+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Barry Investment Advisors, LLC
  1. iShares 20+ Year Treasury Bond ETF (TLT) - 218,246 shares, 8.72% of the total portfolio. Shares reduced by 1.68%
  2. SPDR DoubleLine Total Return Tactical ETF (TOTL) - 544,001 shares, 7.27% of the total portfolio. Shares added by 0.98%
  3. Vanguard Short-Term Inflation-Protected Securities (VTIP) - 457,044 shares, 6.65% of the total portfolio. Shares added by 0.83%
  4. Schwab Fundamental International Large Company Ind (FNDF) - 552,301 shares, 5.02% of the total portfolio. Shares reduced by 1.14%
  5. iShares 1-3 Year Treasury Bond ETF (SHY) - 178,279 shares, 4.25% of the total portfolio. Shares reduced by 20.8%
New Purchase: Global X MLP ETF (MLPA)

Barry Investment Advisors, LLC initiated holding in Global X MLP ETF. The purchase prices were between $32.94 and $38.4, with an estimated average price of $35.01. The stock is now traded at around $37.090000. The impact to a portfolio due to this purchase was 0.63%. The holding were 64,390 shares as of 2021-09-30.

New Purchase: McKesson Corp (MCK)

Barry Investment Advisors, LLC initiated holding in McKesson Corp. The purchase prices were between $188.42 and $208.66, with an estimated average price of $199.89. The stock is now traded at around $207.880000. The impact to a portfolio due to this purchase was 0.13%. The holding were 2,317 shares as of 2021-09-30.

New Purchase: Pacer US Cash Cows 100 ETF (COWZ)

Barry Investment Advisors, LLC initiated holding in Pacer US Cash Cows 100 ETF. The purchase prices were between $41.67 and $45.2, with an estimated average price of $43.82. The stock is now traded at around $45.040000. The impact to a portfolio due to this purchase was 0.08%. The holding were 6,604 shares as of 2021-09-30.

New Purchase: VMware Inc (VMW)

Barry Investment Advisors, LLC initiated holding in VMware Inc. The purchase prices were between $138.03 and $159.48, with an estimated average price of $151.63. The stock is now traded at around $151.700000. The impact to a portfolio due to this purchase was 0.08%. The holding were 1,876 shares as of 2021-09-30.

New Purchase: Altria Group Inc (MO)

Barry Investment Advisors, LLC initiated holding in Altria Group Inc. The purchase prices were between $45.52 and $51.04, with an estimated average price of $48.33. The stock is now traded at around $44.110000. The impact to a portfolio due to this purchase was 0.07%. The holding were 5,813 shares as of 2021-09-30.

New Purchase: KraneShares MSCI One Belt One Road Index ETF (OBOR)

Barry Investment Advisors, LLC initiated holding in KraneShares MSCI One Belt One Road Index ETF. The purchase prices were between $29.69 and $31.77, with an estimated average price of $30.69. The stock is now traded at around $31.619300. The impact to a portfolio due to this purchase was 0.06%. The holding were 7,167 shares as of 2021-09-30.

Added: VanEck Gold Miners ETF (GDX)

Barry Investment Advisors, LLC added to a holding in VanEck Gold Miners ETF by 60.22%. The purchase prices were between $28.91 and $35.09, with an estimated average price of $32.58. The stock is now traded at around $31.710000. The impact to a portfolio due to this purchase was 0.12%. The holding were 38,513 shares as of 2021-09-30.

Added: Vanguard Total World Stock ETF (VT)

Barry Investment Advisors, LLC added to a holding in Vanguard Total World Stock ETF by 43.63%. The purchase prices were between $101.12 and $107.23, with an estimated average price of $104.47. The stock is now traded at around $107.070000. The impact to a portfolio due to this purchase was 0.1%. The holding were 12,009 shares as of 2021-09-30.

Added: ETCT EMQQ The Emerging Markets Internet and Ecomme (EMQQ)

Barry Investment Advisors, LLC added to a holding in ETCT EMQQ The Emerging Markets Internet and Ecomme by 137.43%. The purchase prices were between $47.75 and $62.35, with an estimated average price of $53.64. The stock is now traded at around $50.470000. The impact to a portfolio due to this purchase was 0.07%. The holding were 8,507 shares as of 2021-09-30.

Added: Newmont Corp (NEM)

Barry Investment Advisors, LLC added to a holding in Newmont Corp by 35.80%. The purchase prices were between $53.71 and $63.98, with an estimated average price of $59.05. The stock is now traded at around $54.000000. The impact to a portfolio due to this purchase was 0.07%. The holding were 18,146 shares as of 2021-09-30.

Added: SPDR ICE Preferred Securities ETF (PSK)

Barry Investment Advisors, LLC added to a holding in SPDR ICE Preferred Securities ETF by 132.81%. The purchase prices were between $42.92 and $43.64, with an estimated average price of $43.34. The stock is now traded at around $43.370000. The impact to a portfolio due to this purchase was 0.07%. The holding were 10,651 shares as of 2021-09-30.

Added: Realty Income Corp (O)

Barry Investment Advisors, LLC added to a holding in Realty Income Corp by 81.26%. The purchase prices were between $64.86 and $72.68, with an estimated average price of $69.68. The stock is now traded at around $71.430000. The impact to a portfolio due to this purchase was 0.06%. The holding were 7,379 shares as of 2021-09-30.

Sold Out: Albertsons Companies Inc (ACI)

Barry Investment Advisors, LLC sold out a holding in Albertsons Companies Inc. The sale prices were between $19.24 and $33.5, with an estimated average price of $26.32.

Sold Out: WisdomTree Japan Hedged Equity Fund (DXJ)

Barry Investment Advisors, LLC sold out a holding in WisdomTree Japan Hedged Equity Fund. The sale prices were between $58.78 and $65.12, with an estimated average price of $61.56.

Sold Out: Magna International Inc (MGA)

Barry Investment Advisors, LLC sold out a holding in Magna International Inc. The sale prices were between $74.21 and $94.14, with an estimated average price of $82.43.

Sold Out: AbbVie Inc (ABBV)

Barry Investment Advisors, LLC sold out a holding in AbbVie Inc. The sale prices were between $106.4 and $120.78, with an estimated average price of $114.24.

Sold Out: Simon Property Group Inc (SPG)

Barry Investment Advisors, LLC sold out a holding in Simon Property Group Inc. The sale prices were between $117.19 and $136.42, with an estimated average price of $130.23.

Sold Out: Cigna Corp (CI)

Barry Investment Advisors, LLC sold out a holding in Cigna Corp. The sale prices were between $200.16 and $238.3, with an estimated average price of $217.75.



Here is the complete portfolio of Barry Investment Advisors, LLC. Also check out:

1. Barry Investment Advisors, LLC's Undervalued Stocks
2. Barry Investment Advisors, LLC's Top Growth Companies, and
3. Barry Investment Advisors, LLC's High Yield stocks
4. Stocks that Barry Investment Advisors, LLC keeps buying
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