| Stock | Sector / Industry | P/L % | MPV |
|
|---|---|---|---|---|
|
|
III.L
3i Group |
Financial Services / Asset Management | 440.23% | £378,157.58 |
|
|
GOOG
Alphabet |
Communication Services / Internet Content & Information | 151.96% | £176,370.36 |
|
|
ASML
ASML |
Technology / Semiconductor Equipment & Materials | 99.42% | £139,590.68 |
|
|
LYG
Lloyds Bank |
Financial Services / Banks - Regional | 61.03% | £112,719.03 |
|
IIG.L
Intuitive Investments Group |
Financial Services / Asset Management | 60.00% | £112,000.00 | |
|
|
IMB.L
Imperial Brands |
Consumer Defensive / Tobacco | 50.16% | £105,113.64 |
|
|
BRK-A
Berkshire Hathaway |
Financial Services / Insurance - Diversified | 30.98% | £91,685.29 |
|
|
AMZN
Amazon |
Consumer Cyclical / Internet Retail | 22.20% | £85,540.19 |
|
|
MOH.F
Lvmh Moet Hennessy |
Consumer Cyclical / Luxury Goods | -1.74% | £68,780.91 |
|
|
MA
Mastercard |
Financial Services / Credit Services | -5.77% | £65,957.72 |
|
|
V
Visa |
Financial Services / Credit Services | -9.13% | £63,608.32 |
|
|
MSFT
Microsoft |
Technology / Software - Infrastructure | -10.62% | £62,567.68 |
| Since | Company | Active | Companies House |
|---|---|---|---|
| May 2017 |
|
Ceased 3rd Jun '25 | |
| May 2017 |
|
Ceased 3rd Jun '25 | |
| Jun 2017 |
|
Ceased 3rd Jun '25 | |
| Jun 2017 |
|
Ceased 3rd Jun '25 | Link |
| Jun 2017 |
|
Ceased 3rd Jun '25 | Link |
| May 2020 |
|
Ceased 8th Apr '25 | |
| May 2021 |
|
Ceased 8th Apr '25 | |
| Feb 2023 |
|
Ceased 8th Apr '25 |
| Filed | Name | Amount | Type | Corporate | Companies House | |
|---|---|---|---|---|---|---|
| None declared | ||||||
| Filed | Destination | Amount | |||
|---|---|---|---|---|---|
| None declared | |||||