Barry Investment Advisors, LLC
Q1 2025 13F Holdings
- Locationnew bedford, MA
- Num holdings
106
- Value ($000)
$376,409
- Date Filed05/01/2025
- Form type13F-HR
- CIK0001631639
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | 92206C847 | $35.11M | 9 % | 609,521 | ||
VYMI VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 | $29.16M | 8 % | 395,762 | ||
FNDF SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 | $27.65M | 7 % | 764,957 | ||
GDX VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 | $26.49M | 7 % | 576,225 | ||
DJD INVESCO EXCHANGE TRADED FD T | DJ INDL AVG DV | 46137V605 | $17.54M | 5 % | 331,950 | ||
KRE SPDR SER TR | PRTFLO S&P500 HI | 78468R788 | $15.80M | 4 % | 357,018 | ||
EMLP FIRST TR EXCHANGE-TRADED FD | NO AMER ENERGY | 33738D101 | $15.70M | 4 % | 418,805 | ||
GUNR FLEXSHARES TR | MORNSTAR UPSTR | 33939L407 | $13.17M | 4 % | 339,378 | ||
EWJ ISHARES INC | MSCI JPN ETF NEW | 46434G822 | $13.16M | 4 % | 191,940 | ||
MLPA GLOBAL X FDS | GLBL X MLP ETF | 37954Y343 | $9.72M | 3 % | 182,522 |
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