Barry Investment Advisors, LLC
Q4 2024 13F Holdings
- Locationnew bedford, MA
- Num holdings
111
- Value ($000)
$311,000
- Date Filed01/22/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VYMI VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 | $26.50M | 9 % | 390,386 | ||
FNDF SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 | $25.26M | 8 % | 760,731 | ||
GDX VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 | $19.37M | 6 % | 571,260 | ||
DJD INVESCO EXCHANGE TRADED FD T | DJ INDL AVG DV | 46137V605 | $16.46M | 5 % | 324,627 | ||
KRE SPDR SER TR | PRTFLO S&P500 HI | 78468R788 | $14.96M | 5 % | 346,050 | ||
EMLP FIRST TR EXCHANGE-TRADED FD | NO AMER ENERGY | 33738D101 | $14.90M | 5 % | 417,995 | ||
GUNR FLEXSHARES TR | MORNSTAR UPSTR | 33939L407 | $11.50M | 4 % | 316,176 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $9.05M | 3 % | 205,528 | ||
CSCO CISCO SYS INC | COM | 17275R102 | $8.97M | 3 % | 151,601 | ||
MLPA GLOBAL X FDS | GLBL X MLP ETF | 37954Y343 | $8.65M | 3 % | 175,061 |
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