Barry Investment Advisors, LLC
CIK:0001631639
Investment Adviser
$713M AUM
107 holdings
New Bedford, MA, United States
Barry Investment Advisors, LLC is an SEC-registered investment adviser providing personalized investment advisory services to individuals (including high net worth and other), pension and profit sharing plans, and charitable organizations. The firm does not provide legal, accounting, or tax advice, nor does it guarantee investment performance.
Top Buys
B
BILSPDR SERIES TRUST+$19.2M
G
GDXVANECK ETF TRUST+$10.4M
G
GUNRFLEXSHARES TR+$4.2M
F
FNDFSCHWAB STRATEGIC TR+$2.7M
V
VYMIVANGUARD WHITEHALL FDS+$2.5M
Top Sells
D
DJDINVESCO EXCHANGE TRADED FD T-$17.8M
R
RTXRTX CORPORATION-$3.2M
P
PSKSPDR SERIES TRUST-$1.5M
L
LFMDLIFEMD INC-$1.2M
T
TOTLSSGA ACTIVE ETF TR-$1.1M
Top Holdings
V
VGLTVANGUARD SCOTTSDALE FDS+9.5%$41.2M
G
GDXVANECK ETF TRUST+9.3%$40.5M
V
VYMIVANGUARD WHITEHALL FDS+8.0%$34.9M
F
FNDFSCHWAB STRATEGIC TR+7.8%$34.1M
G
GUNRFLEXSHARES TR+4.6%$20.1M
Equity Positions (107)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VGLT | VANGUARD SCOTTSDALE FDS | 9.47% | $41.2M | 724,352 | $57.33 | $56.86 | +$1.3M |
G GDX | VANECK ETF TRUST | 9.31% | $40.5M | 530,168 | $29.94 | $76.40 | +$10.4M |
V VYMI | VANGUARD WHITEHALL FDS | 8.03% | $34.9M | 412,170 | $60.85 | $84.68 | +$2.5M |
F FNDF | SCHWAB STRATEGIC TR | 7.85% | $34.1M | 793,911 | $30.73 | $42.96 | +$2.7M |
G GUNR | FLEXSHARES TR | 4.62% | $20.1M | 458,382 | $41.20 | $43.78 | +$4.2M |
Industry Allocation
PHARMACEUTICAL PREPARATIONS
+3.5%
COMPUTER COMMUNICATIONS EQUIPMENT
+2.3%
COMMODITY CONTRACTS BROKERS & DEALERS
+2.1%
CRUDE PETROLEUM & NATURAL GAS
+1.2%
ELECTRONIC COMPUTERS
+1.2%