Barry Investment Advisors, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
New Bedford, MA
CIK
0001631639
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 108 295,635 VYMI, FNDF, GDX, DJD 13F-HR 2/9/2024 000122107324000017
Q3 2023 112 277,840 FNDF, VYMI, GDX, TOTL 13F-HR 11/13/2023 000122107323000083
Q2 2023 120 296,167 FNDF, VYMI, TOTL, GDX 13F-HR 8/2/2023 000122107323000059
Q1 2023 111 305,214 FNDF, VYMI, TOTL, UL 13F-HR 4/27/2023 000122107323000036
Q4 2022 111 316,765 VTIP, FNDF, VYMI, TOTL 13F-HR 1/25/2023 000122107323000011
Q3 2022 111 291,936 VTIP, TOTL, FNDF, GLD 13F-HR 10/24/2022 000122107322000077
Q2 2022 116 333,440 VTIP, TOTL, FNDF, TLT 13F-HR 7/27/2022 000122107322000058
Q1 2022 129 376,548 TOTL, VTIP, FNDF, TLT 13F-HR 5/10/2022 000122107322000035
Q4 2021 129 379,551 TOTL, VTIP, TLT, FNDF 13F-HR 2/14/2022 000122107322000018
Q3 2021 119 361,345 TLT, TOTL, VTIP, FNDF 13F-HR 10/29/2021 000122107321000108
Q2 2021 119 373,527 TLT, TOTL, VTIP, SHY 13F-HR 7/29/2021 000122107321000082
Q1 2021 115 363,574 TLT, VTIP, SHY, FNDF 13F-HR 4/19/2021 000122107321000045
Q4 2020 106 338,768 TLT, SHY, VTIP, FNDF 13F-HR 2/4/2021 000122107321000011
Q3 2020 86 291,182 TLT, SHY, VTIP, GLD 13F-HR 11/10/2020 000122107320000149
Q2 2020 79 282,590 TLT, SHY, VTIP, GLD 13F-HR 7/20/2020 000122107320000113
Q1 2020 68 201,833 SHY, VTIP, JOF, DLR 13F-HR 5/13/2020 000122107320000098
Q4 2019 70 285,233 SCHZ, SHY, VTIP, EDV 13F-HR 1/21/2020 000122107320000005
Q3 2019 62 276,813 SCHZ, SHY, VTIP, EDV 13F-HR 11/5/2019 000122107319000112
Q2 2019 68 291,941 SCHZ, VTIP, BLV, EDV 13F-HR 7/26/2019 000122107319000082
Q1 2019 73 319,560 SCHZ, VTIP, BLV, DXJ 13F-HR 4/26/2019 000122107319000045
Q4 2018 73 267,274 VTIP, BLV, JOF, DXJ 13F-HR 1/28/2019 000122107319000013
Q3 2018 74 297,372 EDV, VTIP, JOF, DXJ 13F-HR 10/19/2018 000122107318000064
Q2 2018 71 260,878 VTIP, JOF, DXJ, BLV 13F-HR 8/10/2018 000122107318000056
Q1 2018 69 263,712 VTIP, JOF, DXJ, BLV 13F-HR 5/9/2018 000122107318000031
Q4 2017 71 269,243 VTIP, JOF, DXJ, BLV 13F-HR 2/14/2018 000122107318000012
Q3 2017 70 270,997 JOF, VTIP, DXJ, BLV 13F-HR 10/31/2017 000122107317000094
Q2 2017 67 265,058 JOF, VTIP, DXJ, BLV 13F-HR 7/28/2017 000122107317000068
Q1 2017 73 269,552 JOF, VTIP, DXJ, BLV 13F-HR 5/1/2017 000122107317000048
Q4 2016 71 285,756 JOF, VTIP, DXJ, VWOB 13F-HR 2/3/2017 000122107317000027
Q3 2016 71 290,486 VTIP, JOF, DXJ, VWOB 13F-HR 10/26/2016 000122107316000204
Q2 2016 68 256,949 VTIP, DXJ, VWOB, PFE 13F-HR 7/14/2016 000122107316000174
Q1 2016 76 314,286 BLV, VTIP, JOF, DXJ 13F-HR 4/19/2016 000122107316000147
Q4 2015 71 307,276 BLV, VTIP, JOF, DXJ 13F-HR 1/28/2016 000122107316000123
Q3 2015 73 311,984 BLV, VTIP, JOF, DXJ 13F-HR 10/28/2015 000122107315000100
Q2 2015 76 99,374 PFE, MSFT, INTC, GLW 13F-HR 7/23/2015 000122107315000073
Q1 2015 78 327,200 BLV, VTIP, DXJ, JOF 13F-HR 5/13/2015 000122107315000060
Q4 2014 76 308,098 BLV, DXJ, JOF, GLW 13F-HR 2/6/2015 000122107315000014