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CIK: 0001631639
Total reported value
$478.1M
$478.1M
106 檔
28.4%
As reported in its official Q1 2025 Form 13F filing, Barry Investment Advisors, LLC's tracked investment portfolio stood at $478.1M with 106 total positions.
In Q1 2025, Barry Investment Advisors, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 9.33% | -0.20% | +3054.05% | |
| 2 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 7.75% | +0.17% | +1.38% | |
| 3 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 7.34% | +0.48% | +0.56% | |
| 4 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 7.04% | -1.08% | +0.87% | |
| 5 | DJD | Invesco Dow Jones Industrial | ETF-Other | 4.66% | — | +2.26% | |
| 6 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 4.20% | — | +3.17% | |
| 7 | EMLP | First Trust North American E | ETF-Other | 4.17% | — | +0.19% | |
| 8 | GUNR | Flexshares Global Upstream N | ETF-Other | 3.50% | -0.81% | +7.34% | |
| 9 | EWJ | Ishares Msci Japan ETF | ETF-Other | 3.50% | +0.20% | +4592.91% | |
| 10 | MLPA | Global X Mlp ETF | ETF-Other | 2.58% | -0.15% | +4.26% | |
| 11 | CSCO | Cisco Systems Inc | Stock-Tech | 2.43% | — | -2.21% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.42% | +0.30% | -1.98% | |
| 13 | GLD | Spdr Gold Shares | ETF-Commodities | 2.00% | -0.20% | -3.87% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.97% | -2.13% | EXIT | |
| 15 | RTX | Rtx CORP | Stock-Industrials | 1.91% | -0.09% | -1.17% | |
| 16 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.80% | -0.20% | -2.63% | |
| 17 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-Other | 1.70% | — | -4.07% | |
| 18 | DFJ | Wisdomtree Jpn S/c Dvd Fund | ETF-Other | 1.67% | -0.10% | +1.01% | |
| 19 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.47% | +0.46% | +20.32% | |
| 20 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 1.47% | — | -14.39% | |
| 21 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | Stock-Other | 1.33% | -0.01% | -2.31% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 1.30% | +0.05% | -24.19% | |
| 23 | IEV | Ishares Europe ETF | ETF-Other | 1.22% | -0.03% | -0.66% | |
| 24 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.21% | +0.09% | +0.14% | |
| 25 | MFC | Manulife Financial CORP | Stock-Financials | 1.11% | — | -7.13% | |
| 26 | VCRB | Vanguard Core Bond ETF | ETF-Other | 1.09% | +0.52% | +16.09% | |
| 27 | TTEN | Totalenergies Se -spon Adr | Stock-Other | 1.09% | — | -0.26% | |
| 28 | MOO | Vaneck Agribusiness ETF | ETF-Other | 1.09% | — | +5.05% | |
| 29 | FHLC | Fidelity Msci Health Care | ETF-Other | 1.05% | +0.01% | -1.86% | |
| 30 | PFE | Pfizer Inc | Stock-Healthcare | 1.04% | -0.17% | -11.39% | |
| 31 | PICK | Ishares Msci Global Metals & | ETF-Other | 0.94% | -0.06% | +13.03% | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.94% | +0.02% | -3.04% | |
| 33 | REM | Ishares Mortgage Real Estate | ETF-Other | 0.87% | — | +2.03% | |
| 34 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.75% | +0.38% | +13.23% | |
| 35 | AMLP | Alerian Mlp ETF | ETF-Other | 0.59% | -0.03% | +0.45% | |
| 36 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.54% | -0.08% | +2.53% | |
| 37 | EWS | Ishares Msci Singapore ETF | ETF-Other | 0.54% | — | -0.57% | |
| 38 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.42% | +0.09% | +40.99% | |
| 39 | SHEL | Shell Plc-adr | Stock-Energy | 0.40% | -0.09% | +1.11% | |
| 40 | ASEA | Global X Ftse Southeast Asia | ETF-Other | 0.37% | -0.02% | +32.64% | |
| 41 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.36% | -0.09% | +15.91% | |
| 42 | DFSD | Dimensional Short Duration | ETF-Other | 0.35% | -0.07% | +19.41% | |
| 43 | JOF | Japan Smaller Capitalization | Stock-Other | 0.34% | -0.14% | -19.91% | |
| 44 | EWU | Ishares Msci United Kingdom | ETF-Other | 0.33% | -0.01% | -0.26% | |
| 45 | DSTL | Distillate US Fundamental St | ETF-Other | 0.32% | -0.07% | +38.72% | |
| 46 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.30% | — | +1.42% | |
| 47 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.27% | +1.12% | -33.53% | |
| 48 | EWG | Ishares Msci Germany ETF | ETF-Other | 0.27% | — | — | |
| 49 | PSX | Phillips 66 | Stock-Energy | 0.27% | -0.07% | -3.45% | |
| 50 | VTV | Vanguard Value ETF | ETF-Other | 0.26% | -0.03% | -2.95% |
According to official SEC Form 13F filings, Barry Investment Advisors, LLC reported a total U.S. public equity portfolio value of $478.1M across 106 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VGLT, VYMI, FNDF) accounted for 28.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
VGLT
市值: $35.1M
During Q1 2025, Barry Investment Advisors, LLC's top holdings by market value included VGLT (9.3%)、VYMI (7.8%)、FNDF (7.3%). The largest single position, VGLT, represented 9.3% of total portfolio value.
In Q1 2025, Barry Investment Advisors, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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