13F Filings History of Barry Investment Advisors, LLC

Latest 13F report
Q3 2025 - 22 Oct 2025
Value $
$434,726,444
Signature - Title
Joseph M. Barry, Jr. - CCO
Location
New Bedford, MA
Summary
This page shows a list of all the recent 13F filings made by Barry Investment Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Barry Investment Advisors, LLC reported 107 stock holdings with total value $434,726,444 as of Q3 2025. Top holdings included VGLT, GDX, VYMI, FNDF, and GUNR.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 107 $434,726,444 +$36,386,165 -$36,128,424 +$257,741 VGLT, GDX, VYMI, FNDF, GUNR 13F-HR 22 Oct 2025, 15:36
Q2 2025 104 $401,677,712 +$22,116,858 -$12,467,694 +$9,649,164 VGLT, VYMI, FNDF, GDX, DJD 13F-HR 16 Jul 2025, 18:13
Q1 2025 106 $376,409,057 +$54,560,181 -$10,465,123 +$44,095,058 VGLT, VYMI, FNDF, GDX, DJD 13F-HR 30 Apr 2025, 17:52
Q4 2024 111 $311,000,229 +$14,830,728 -$9,975,809 +$4,854,919 VYMI, FNDF, GDX, DJD, SPYD 13F-HR 22 Jan 2025, 18:16
Q3 2024 114 $327,339,137 +$21,652,971 -$15,500,843 +$6,152,128 VYMI, FNDF, GDX, DJD, SPYD 13F-HR 24 Oct 2024, 17:41
Q2 2024 117 $297,015,480 +$12,448,401 -$16,490,102 -$4,041,701 VYMI, FNDF, GDX, DJD, SPYD 13F-HR 14 Aug 2024, 16:11
Q1 2024 118 $300,025,812 +$15,203,011 -$22,856,155 -$7,653,144 VYMI, FNDF, GDX, DJD, SPYD 13F-HR 17 Apr 2024, 18:50
Q4 2023 108 $295,635,324 +$21,217,966 -$23,551,429 -$2,333,463 VYMI, FNDF, GDX, DJD, IAT 13F-HR 09 Feb 2024, 16:10
Q3 2023 112 $277,840,178 +$21,405,384 -$26,731,131 -$5,325,747 FNDF, VYMI, GDX, TOTL, EMLP 13F-HR 13 Nov 2023, 11:04
Q2 2023 120 $296,167,948 +$14,065,472 -$20,763,094 -$6,697,622 FNDF, VYMI, TOTL, GDX, AAPL 13F-HR 02 Aug 2023, 18:52
Q1 2023 111 $305,214,288 +$21,526,510 -$38,657,431 -$17,130,921 FNDF, VYMI, TOTL, UL, GDX 13F-HR 27 Apr 2023, 21:12
Q4 2022 111 $316,765,791 +$24,245,047 -$22,940,096 +$1,304,951 VTIP, FNDF, VYMI, TOTL, UL 13F-HR 25 Jan 2023, 18:19
Q3 2022 111 $291,936,000 +$24,173,204 -$39,379,272 -$15,206,068 VTIP, TOTL, FNDF, GLD, PSK 13F-HR 24 Oct 2022, 16:17
Q2 2022 116 $333,440,000 +$36,947,309 -$47,332,426 -$10,385,117 VTIP, TOTL, FNDF, TLT, GLD 13F-HR 27 Jul 2022, 08:47
Q1 2022 129 $376,548,000 +$31,077,360 -$24,647,906 +$6,429,454 TOTL, VTIP, FNDF, TLT, GLD 13F-HR 10 May 2022, 14:58
Q4 2021 129 $379,551,000 +$35,568,200 -$32,363,553 +$3,204,647 TOTL, VTIP, TLT, FNDF, PFE 13F-HR 14 Feb 2022, 15:27
Q3 2021 119 $361,345,000 +$7,266,259 -$11,458,314 -$4,192,055 TLT, TOTL, VTIP, FNDF, SHY 13F-HR 29 Oct 2021, 17:15
Q2 2021 119 $373,527,000 +$29,951,220 -$30,632,859 -$681,639 TLT, TOTL, VTIP, SHY, FNDF 13F-HR 29 Jul 2021, 16:11
Q1 2021 115 $363,574,000 +$40,546,181 -$22,519,639 +$18,026,542 TLT, VTIP, SHY, FNDF, RTX 13F-HR 19 Apr 2021, 10:07
Q4 2020 106 $338,768,000 +$46,446,499 -$15,998,993 +$30,447,506 TLT, SHY, VTIP, FNDF, EPI 13F-HR 04 Feb 2021, 09:51
Q3 2020 86 $291,182,000 +$19,226,343 -$11,881,853 +$7,344,490 TLT, SHY, VTIP, GLD, EPI 13F-HR 09 Nov 2020, 20:31
Q2 2020 79 $282,590,000 +$82,940,826 -$20,164,361 +$62,776,465 TLT, SHY, VTIP, GLD, SLV 13F-HR 20 Jul 2020, 17:18
Q1 2020 68 $201,833,000 +$33,453,900 -$71,271,407 -$37,817,507 SHY, VTIP, JOF, DLR, DEA 13F-HR 13 May 2020, 10:41
Q4 2019 70 $285,233,000 +$26,811,467 -$29,744,835 -$2,933,368 SCHZ, SHY, VTIP, EDV, STWD 13F-HR 21 Jan 2020, 12:02
Q3 2019 62 $276,813,000 +$27,662,933 -$41,842,371 -$14,179,438 SCHZ, SHY, VTIP, EDV, STWD 13F-HR 04 Nov 2019, 17:53
Q2 2019 68 $291,941,000 +$1,891,053 -$37,691,705 -$35,800,652 SCHZ, VTIP, BLV, EDV, STWD 13F-HR 25 Jul 2019, 17:43
Q1 2019 73 $319,560,000 +$56,594,978 -$21,256,873 +$35,338,105 SCHZ, VTIP, BLV, DXJ, JOF 13F-HR 26 Apr 2019, 13:54
Q4 2018 73 $267,274,000 +$34,085,672 -$38,291,013 -$4,205,341 VTIP, BLV, JOF, DXJ, EDV 13F-HR 25 Jan 2019, 19:42
Q3 2018 74 $297,372,000 +$52,720,711 -$24,420,998 +$28,299,713 EDV, VTIP, JOF, DXJ, BLV 13F-HR 19 Oct 2018, 16:57
Q2 2018 71 $260,878,000 +$9,202,348 -$6,914,517 +$2,287,831 VTIP, JOF, DXJ, BLV, EPI 13F-HR 10 Aug 2018, 07:57
Q1 2018 69 $263,712,000 +$14,725,087 -$14,401,255 +$323,832 VTIP, JOF, DXJ, BLV, INTC 13F-HR 09 May 2018, 16:46
Q4 2017 71 $269,243,000 +$19,170,599 -$24,581,036 -$5,410,437 VTIP, JOF, DXJ, BLV, EPI 13F-HR 14 Feb 2018, 09:26
Q3 2017 70 $270,997,000 +$5,260,335 -$7,439,217 -$2,178,882 JOF, VTIP, DXJ, BLV, EPI 13F-HR 31 Oct 2017, 10:13
Q2 2017 67 $265,058,000 +$19,606,487 -$22,710,138 -$3,103,651 JOF, VTIP, DXJ, BLV, STWD 13F-HR 28 Jul 2017, 12:17
Q1 2017 73 $269,552,000 +$23,896,263 -$50,800,202 -$26,903,939 JOF, VTIP, DXJ, BLV, STWD 13F-HR 01 May 2017, 16:44
Q4 2016 71 $285,756,000 +$10,684,468 -$11,793,809 -$1,109,341 JOF, VTIP, DXJ, VWOB, GLW 13F-HR 03 Feb 2017, 15:38
Q3 2016 71 $290,486,000 +$33,273,918 -$6,967,363 +$26,306,555 VTIP, JOF, DXJ, VWOB, GLW 13F-HR 26 Oct 2016, 15:54
Q2 2016 68 $256,949,000 +$20,381,529 -$82,369,859 -$61,988,330 VTIP, DXJ, VWOB, PFE, GLW 13F-HR 14 Jul 2016, 16:32
Q1 2016 76 $314,286,000 +$16,557,262 -$9,646,062 +$6,911,200 BLV, VTIP, JOF, DXJ, VWOB 13F-HR 19 Apr 2016, 09:42
Q4 2015 71 $307,276,000 +$9,383,336 -$20,931,411 -$11,548,075 BLV, VTIP, JOF, DXJ, VWOB 13F-HR 27 Jan 2016, 20:26
Q3 2015 73 $311,984,000 +$224,574,014 -$5,251,015 +$219,322,999 BLV, VTIP, JOF, DXJ, VWOB 13F-HR 28 Oct 2015, 08:01
Q2 2015 44 $99,374,000 +$2,818,384 -$228,941,121 -$226,122,737 PFE, MSFT, INTC, GLW, T 13F-HR 22 Jul 2015, 21:42
Q1 2015 78 $327,200,000 +$45,768,308 -$29,352,040 +$16,416,268 BLV, VTIP, DXJ, JOF, VWO 13F-HR 12 May 2015, 18:54
Q4 2014 76 $308,098,000 $0 $0 $0 BLV, DXJ, JOF, GLW, VWO 13F-HR 06 Feb 2015, 16:41