Portfolio (Quarterly)
Guide ↗
Barry Investment Advisors, LLC
· CIK 0001631639| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | CSCO | CISCO SYS INC | Technology | 132,209 | $10.2M | 2.27% | SOLD |
| 2 | MFC | MANULIFE FINL CORP | Financial Services | 107,809 | $3.9M | 0.87% | SOLD |
| 3 | AXP | AMERICAN EXPRESS CO | Financial Services | 1,081 | $400K | 0.09% | SOLD |
| 4 | — | ASTRAZENECA PLC | — | 3,962 | $364K | 0.08% | SOLD |
| 5 | LLY | ELI LILLY & CO | Healthcare | 303 | $325K | 0.07% | SOLD |
| 6 | NEM | NEWMONT CORP | Basic Materials | 2,548 | $254K | 0.06% | SOLD |
| 7 | QCOM | QUALCOMM INC | Technology | 1,465 | $251K | 0.06% | SOLD |
| 8 | META | META PLATFORMS INC | Communication Services | 348 | $229K | 0.05% | SOLD |
| 9 | ABT | ABBOTT LABS | Healthcare | 1,712 | $214K | 0.05% | SOLD |
| 10 | JPM | JPMORGAN CHASE & CO. | Financial Services | 629 | $203K | 0.04% | SOLD |
| 11 | GGN | GAMCO GLOBAL GOLD NAT RES & | Financial Services | 11,429 | $59K | 0.01% | SOLD |
Sector Allocation
Healthcare
38.3%
Financial Services
15.0%
Technology
12.5%
Industrials
12.1%
Energy
11.4%
Utilities
3.5%
Consumer Defensive
3.0%
Communication Services
1.6%
Consumer Cyclical
1.5%
Basic Materials
0.5%