Barry Investment Advisors, LLC
Q2 2025 13F Holdings
- Locationnew bedford, MA
- Num holdings
104
- Value ($000)
$401,678
- Date Filed07/17/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | 92206C847 | $39.89M | 10 % | 710,799 | ||
VYMI VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 | $32.35M | 8 % | 403,847 | ||
FNDF SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 | $31.40M | 8 % | 784,531 | ||
GDX VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 | $30.01M | 8 % | 576,462 | ||
DJD INVESCO EXCHANGE TRADED FD T | DJ INDL AVG DV | 46137V605 | $18.22M | 5 % | 342,626 | ||
KRE SPDR SERIES TRUST | PRTFLO S&P500 HI | 78468R788 | $15.96M | 4 % | 375,953 | ||
EMLP FIRST TR EXCHANGE-TRADED FD | NO AMER ENERGY | 33738D101 | $15.94M | 4 % | 424,868 | ||
GUNR FLEXSHARES TR | MORNSTAR UPSTR | 33939L407 | $15.88M | 4 % | 395,851 | ||
EWJ ISHARES INC | MSCI JPN ETF NEW | 46434G822 | $15.15M | 4 % | 202,111 | ||
CSCO CISCO SYS INC | COM | 17275R102 | $10.34M | 3 % | 149,042 |
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